Conclusion First:

(1) Right now might be the best time to buy crypto this year.

(2) I maintain the viewpoint from my article during the bull market in December last year: https://reurl.cc/4L6O5Y

(3) Besides BTC, if I were to choose another token to invest $500,000 in, I would choose Hyperliquid. If it were $5 million, I would choose SOL.

Back to the "rhythm" itself: Structural opportunities have reappeared

Now, it is likely one of the best times to buy Crypto this year.

This judgment is not made out of thin air. Whether from price structure, macro signals, on-chain data, or asset value evolution path, the current market state is highly similar to the "low-level reorganization" moment during the pandemic in spring 2020 - when Bitcoin plummeted to $3,800 in just a few days, followed by the most amazing rebound in cryptocurrency history.

Now, the market seems to be replaying this script. At that time, the Nasdaq index entered a 3-4 week oscillating recovery period after panic selling, while Bitcoin quickly completed bottom formation within two weeks and then staged a strong rebound in the following months.

This time, the short-term sell-off triggered by the "tariff war + new high in US Treasury yields" since early April similarly caused BTC to briefly break below $74,000, and SOL even briefly fell below $100, but both have quickly stabilized.

Currently, this bottom seems to have been basically formed. In contrast, the US stock market, especially the Nasdaq, is still in an extended oscillation range.

In other words: This round of crypto market sentiment correction is faster and more decisive than traditional markets, with stabilization signals appearing earlier.

This market structure change of "weak hands turning into strong hands" is a typical characteristic before a major market move. Looking back at 2020, Bitcoin rose over 300% in the 6 months following the March crash. If history repeats, the current market adjustment might be an excellent opportunity to position oneself.

In terms of time and structure, Crypto is already ahead.

Therefore, in my view, Ethereum's role is upgrading from a "smart contract platform" to the "operating system of real-world finance". It is like the "oil" of the digital era - both supporting the continuous operation of the entire on-chain economy and potentially becoming the underlying infrastructure of the future global financial system.

SOL: A Microcosm of On-Chain Activity and Retail Narrative

SOL may not be the most technically advanced public chain, but it is the most liquid public chain. From memecoin to GambleFi and various operator-driven projects, SOL has become the main stage for retail investor speculation. And retail activity means continuous liquidity. If you believe the retail cycle will continue this year, SOL is the most beta-elastic asset.

During the MEME market fermentation, SOL's DEX had daily trading volumes of hundreds of billions of dollars

In the future, cryptocurrency classification may change, possibly leaving only three types of coins: Bitcoin, mainstream coins, and MEME coins. MEME coins won't aim to replace BTC or gold, but they are a form of consensus and culture; they will not only be accepted by the masses but also become the most violent capital vortex in the cryptocurrency market.

Solana is the current market sentiment barometer. Meme coin carnival and hot on-chain trading have made SOL the best place for short-term speculation - like the "Las Vegas" of the cryptocurrency world - where daily wealth myths are staged and filled with intoxicated gamblers. But undeniably, it is attracting the most active global funds and developers.

Hyperliquid: On-Chain Mirror of TradeFi, Perfect Landing Ground for AI Trading

Hyperliquid is actually a structural narrative: it's not a Meme, nor an L1/L2, but one of the most core scenarios of on-chain finance: perpetual contracts + leverage trading + high-frequency strategies.

This is the platform I've been paying the most attention to and operating most frequently recently. I almost operate here every week, not because of following trends, but because it indeed solves a key problem - how to achieve professional-level derivatives trading in a decentralized environment.

Hyperliquid currently seems more suitable for professional traders, which is why it hasn't been recognized by a broader audience. But with AI development, a large number of strategy designs and executions will be undertaken by AI Agents - users only need to express trading intentions in natural language, and AI can call complex modules on-chain, such as spot-futures arbitrage, cross-variety hedging, grid strategies, etc.

In the future, you won't need to perform complex operations yourself, just tell the Agent: "Open a 5x leverage long ETH position on Hyperliquid, with automatic stop-loss if it drops below 2000". The AI Agent will automatically break it down: contract calls, slippage control, on-chain gas optimization, etc., completing complex trading operations in the most efficient way.

For example, if you want to earn "trading platform spread + funding rate" dual returns during BTC price fluctuations, manual operation would require: simultaneously monitoring 5 trading platforms, calculating funding rate break-even points, dynamically adjusting margins, and preventing liquidation during price spikes. Too difficult for ordinary people, but for AI Agents, it's just a series of basic analyses and operations like spread capture, funding rate optimization, and risk management.

In speed, precision, and even emotion, AI Agents have advantages that humans cannot match. Of course, AI Agents won't replace human traders, but will use "human-machine collaboration" to turn professional-level strategies into something as simple as ordering takeout.

With Hyperliquid's high openness and clear on-chain settlement, it's very suitable as the trading backend for future "AI x DeFi" scenarios. Therefore, the core battlefield of this transformation will likely be on derivative protocols like Hyperliquid.

Summary: Bull Markets Are Born in Doubt and Grow in Hesitation

This market reminds me of that turbulent yet opportunity-filled spring of 2020 - the market bottomed out in panic and then launched an epic rebound. Now, it seems the same script is being performed: gold breaking its historical high like a starting gun; traditional funds quietly entering through USDT; and more Smart Money considering how to layout the next round of AI-driven trading on Hyperliquid.

The market landscape is actually very clear: BTC is digital gold, ETH is the operating system of real-world finance, SOL is the main battlefield of retail liquidity and sentiment, and Hyperliquid becomes the carrier platform for professional traders and future AI trading behaviors. As AI formally enters the design and execution of trading behaviors, Hyperliquid will likely become the recipient of the next on-chain behavior migration.

Those still waiting for a "better entry time" might not realize: when foreign trade bosses start discussing USDT settlement, when gold breaks previous highs, when AI begins automatically executing arbitrage strategies, the time left for spectators is running out. Many trends won't wait for you to fully understand before happening - and now is the window when you can still get on board.

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