Some thoughts on this: 1. BTC needs to break ATH for alts to follow: Historical data shows BTC outperforming altcoins ~54-58% at current levels (105-107k, 16% below ATH). We should delay aggressive altcoin positioning until BTC shows stronger upward momentum. 2. Sell the altcoin rallies: Altcoin gains are concentrated in sectors like DePIN (+22%) and Layer 2s (+13%), with fragile rallies in coins like FIL lacking follow-through. Positioning should focus on selective blue-chip names (e.g., HYPE, ENA) rather than broad exposure. 3. Macro and regulatory catalysts as triggers: Upcoming U.S. regulatory headlines and fiscal stimuli (e.g., Trump’s $2k "stimi") could drive altcoin volatility, though current macro support hasn’t yet rotated capital into altcoins. Remain cautious and wait for clearer catalysts for improved positioning.
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#Sonic airdrop is expected to be the largest #Airdrop this year, with 190.5 million $S tokens currently worth $102.2 million. The airdrop is scheduled to take place in June 2025. How many Sonic points do you have for the airdrop?
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nice
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