SINGAPORE, Could 20, 2025 /PRNewswire/ — As mid-Could unfolds, crypto market sentiment continues to rise. Whereas main property development steadily upward, capital is starting to rotate into basically strong altcoins. On this version of HTX DeepThink, Chloe (@ChloeTalk1) from HTX Analysis shares her macro outlook and strategic insights, with a highlight on rotation alternatives throughout the SUI ecosystem and the rising AttentionFi sector.
Macro Outlook: Rising Bullish Sentiment Amidst Regular Quick-Time period Uptrend
This week’s U.S. financial calendar is gentle on main knowledge releases. Market consideration is primarily directed in direction of Federal Reserve officers’ interpretations of latest commentary suggesting a attainable single rate of interest lower in 2025.
Evaluation of choices market knowledge exhibits a prevailing bullish sentiment: the Name/Put open curiosity ratio has reached 1.55, accompanied by growing premiums for name choices. On the similar time, short-term implied volatility (IV) has dropped to a brand new 18-month low of 35–40%.
Briefly: the market is experiencing “euphoric sentiment amid calm volatility.” Underneath such situations, Bitcoin may retest new highs inside the subsequent 30–45 days, focusing on the $105K–$115K vary. Nonetheless, this mixture of excessive sentiment and low volatility typically conceals the build-up of extreme leverage. A sudden surge in IV or a significant drop beneath $100K may set off a pointy deleveraging occasion.
Strategic Positioning: Capital Rotation into Excessive-High quality Altcoins for Momentum Seize
From a capital allocation perspective, rotating a portion of capital into basically robust and liquid altcoins might current a possibility to capitalize on potential spillover momentum from Bitcoin’s upward trajectory. This version of HTX DeepThink highlights promising sectors and initiatives worthy of investor consideration.
SUI Ecosystem: All-Time Excessive Market Cap, Undervalued Core Challenge
The SUI chain has reached an all-time excessive in market cap, however its ecosystem initiatives have but to comply with with substantial positive factors. This opens a window for early positioning in undervalued ecosystem leaders. HTX has listed two standout initiatives inside the SUI ecosystem: Haedal and Bluefin.
- Haedal is the dominant LST (liquid staking) protocol on SUI, commanding 76% of market share and benefiting from robust community results.
- Bluefin, SUI’s flagship perpetual DEX, at present holds a market cap of solely $31.6M but has achieved an annualized income of $8.2M, implying a price-to-sales (P/S) ratio of simply 3.8x—far decrease than GMX (9.1x) and Drift (12.4x). The upcoming V2 improve will introduce veTokenomics and new buying and selling incentives, doubtlessly boosting each person exercise and protocol revenues.
Given the rising consideration on SUI’s mainnet, Haedal and Bluefin seem to exhibit twin potential for valuation restoration and Beta-driven upside, which can warrant mid-term consideration from market members.
AttentionFi: Capitalizing on Bull Market Person Acquisition Premium
New Web3 initiatives are launching quickly, and the price of person acquisition is hovering. In conventional channels like Telegram, Google, or Pink Observe, person acquisition price (UAC) is calculated by way of “visitors × conversion price.” With CPCs at $0.5–1.0 and conversion charges round 10%, it may price $5–10 to accumulate an actual, retained person.
Kaito affords a much more environment friendly “consideration engine.” Its API expenses based mostly on a mixture of status rating and significant engagement. Consequently, mission groups can purchase actual customers with 3–4x increased retention at simply $2–3 per person—a lot decrease than conventional channels. With this mannequin, Kaito has grown quickly, increasing from 30 to 120 built-in initiatives prior to now three months, and quadrupling API name quantity.
In the meantime, $KAITO staking has surged to 19.7M tokens, and the protocol has cumulatively purchased again and burned 3.7M tokens, creating a robust demand-supply mismatch and deflationary stress that helps increased worth ceilings.
On Base chain’s IDO platform Virtuals, customers who stake ≥5,000 $KAITO can earn Virgen Factors to redeem IDO allocations. A number of latest IDOs have seen 10–30x returns on day one, forming a profitable loop: stake → factors → arbitrage.
With the latest itemizing of $KAITO on HTX, its liquidity is increasing—and in a bull market the place competitors for person consideration intensifies, Kaito’s mixture of low-cost, high-precision focusing on and deflationary tokenomics makes it a promising asset to look at.
*The above content material isn’t an funding recommendation and doesn’t represent any provide or solicitation to supply or suggestion of any funding product.
About HTX DeepThink:
HTX DeepThink is a flagship market insights column created by HTX, devoted to exploring international macro developments, key financial indicators, and main developments throughout the crypto business. In a world the place volatility is the norm, HTX DeepThink goals to assist readers “Discover Order in Chaos.”
About HTX Analysis
HTX Analysis is the devoted analysis arm of HTX Group, accountable for conducting in-depth analyses, producing complete studies, and delivering knowledgeable evaluations throughout a broad spectrum of subjects, together with cryptocurrency, blockchain expertise, and rising market developments.
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