BITCOIN AT A CROSSROADS — WILL THE FED TRIGGER THE NEXT BIG MOVE?
With Bitcoin testing the $80K area, I'd focus on established altcoins with strong liquidity, real usage, and relatively manageable token dilution rather than chasing whatever is pumping.
My top five to pull up on TradingView are AAVE, LINK, UNI, SOL, and ONDO.
Rank
Token
Why it's interesting
What I'd watch
1
AAVE
Established DeFi lending, mature supply
4H higher low and breakout volume
2
LINK
Oracles, cross-chain infrastructure, tokenization
LINK/BTC relative strength
3
UNI
Leading DEX ecosystem, matured original vesting
Daily resistance reclaim
4
SOL
High-liquidity L1, active trading ecosystem
SOL/BTC and ecosystem activity
5
ONDO
Real-world asset tokenization
Volume confirmation and remaining unlocks
6
PENDLE
Yield trading and DeFi
TVL, protocol fees, and price structure
7
ENA
Synthetic-dollar ecosystem
Stablecoin growth and supply pressure
8
HYPE
Perpetual trading infrastructure
Trading activity, fees, token unlocks
9
ETHFI
Ethereum staking infrastructure
Revenue, TVL and vesting
10
PEPE
Ethereum meme liquidity
Spot volume and PEPE/ETH strength
Important: These are research candidates, not confirmed buys. In particular, ONDO, ENA, HYPE and ETHFI need careful unlock-calendar checks before considering longer-term positions.
What looks especially interesting this week
Recent market coverage highlights tokenized assets, DeFi lending, and perpetual DEXs as the stronger narratives, rather than a broad-based altseason.
koinpy+1
I'd put these three at the top of today's livestream:
1. Aave (AAVE) — Best fundamental watch
Lending activity and token economics make it my preferred DeFi research candidate. Watch for a 4H trend reversal, but also investigate recent protocol risk reports.
koinpy
2. Uniswap (UNI) — Best catalyst watch
CME futures exposure and Uniswap v4 developments are worth discussing. I'd look for UNI to outperform ETH before taking a long setup seriously.
koinpy
3. Hyperliquid (HYPE) — Best momentum watch
Strong trading activity and revenue are the attraction. Significant future token supply remains the biggest concern, so I'd favor shorter-term confirmed setups over assuming it is a low-dilution long-term hold.
Bitcoin Foundation+1
One token I'd be cautious about: ONDO. The tokenization narrative is compelling, but the reported January 2027 supply unlock deserves attention before establishing a longer-term position.
koinpy