Slowly Accumulating in a Bear Market: My Top 6 Cryptocurrencies and Investment Thesis

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Sharing the allocation logic for gradually bottom-fishing BTC, ETH, SOL, HYPE, TAO, and ZEC during the bear market, based on cycles, on-chain finance, AI, privacy, and ecosystem resilience, to bet on the main themes of the next bull market in advance. This article is sourced from Chain-on View and organized and edited by PANews. (Context: Strike Founder: Wall Street cannot kill Bitcoin! Real estate and government bonds will eventually be demonetized.) (Background: Full transcript of Binance He Yi's AMA: How to face the difficult moments of Web3?) Sharing the major assets I am slowly bottom-fishing in the bear market and the logic behind holding them: 1) $BTC: The logic for bottom-fishing probably goes without saying. According to cycle theory, BTC will be the asset that climbs the fastest in the early stages of the next bull market. It is also the only asset with a decent holding experience during the bear market bottoming phase. Additionally, many people missed out on BTC, which led the way in the last cycle, and retail investors do not hold much of it. Furthermore, if you are a pure BTC Maxi, you might consider buying MSTR, a BTC-correlated leveraged asset that has almost no possibility of collapse in the short term, while having been halved and halved again from its highs. It will be doubly sweet when it starts to soar again. 2) $ETH: The logic for holding ETH might surprise many. Simply assuming that ETH will be the last hope for the Crypto Native ecosystem, I have swapped most of my other altcoin holdings into ETH, including a portion of SOL. It sounds a bit like defending the Crypto faith, but behind it is more of an "optimistic" mindset triggered by narratives such as the mass adoption of stablecoins, the upgrade of Tokenization infrastructure, the integration and adoption of infrastructure like RWAFi and DeFi, and the Agentic Economy. Especially since the potential of ETH was not fully unleashed in the last cycle, when the next bubble blows up, it might just be a more dazzling star than BTC. 3) $SOL: Although I have swapped a portion into ETH, my position in SOL is still significant. The reason is that as an ecosystem carrying the last wave of MEME craze, AI Agent craze, DePIN, and consumer-grade application expectations, the Solana chain has proven the team's strength with a desperate counterattack. With the Firedancer client coverage, Alpenglow consensus upgrade, and ICM network capital narrative still on the way, calling SOL a MEME chain is less accurate than saying it just happens to have the strength to carry the MEME craze. When the next wave of hot spots arrives, SOL will remain the most resilient ecosystem with the strength and economic vitality to carry them. 4) $HYPE: I have been quietly bottom-fishing and building positions early on, and everyone is bullish on it. But there are two points that give me real confidence in HYPE: 1. HYPE is the only new coin that emerged in the last bull market, standing perfectly on the opposite side of the altcoin bearish sentiment. If one must say that the altcoin market is digging for gold in a cesspit, HYPE is definitely it. 2. The HIP-3 protocol has elevated the Hyperliquid narrative to the level of on-chain Binance or even on-chain CME. Tradexyz has generated a large amount of off-site incremental trading through crude oil, gold, and silver futures trading. The tension of HIP-4 in combining outcome options with prediction markets has not been fully released. Therefore, HYPE still has great potential. If it weren't for the continuous large-scale unlocks and the lack of a thorough structural washout across cycles, it would probably have already taken off. 5) $TAO: There are no complex reasons for choosing TAO; it is simply because it is the leading project in the AI + Crypto narrative and has verified its strength in Covenant distributed model training. Although there were later disagreements in the ecosystem and Covenant dumped its holdings and left, I completed my position building in TAO precisely during this wave of major pullbacks. Because no project that has stood the test of time will give up due to a localized internal conflict, and because the Agentic Economy narrative will definitely blow up again, choosing TAO is just positioning in advance. 6) $ZEC: It is a bit regrettable that I could not ambush it early when Naval shilled it, but I have been slowly adding to my position during this wave of retracement. The reason is not complex; I chose ZEC simply because the privacy track cannot be falsified in Crypto. It is both required for AI productivity innovation and a necessity to cater to regulations. In other words, even if the decentralization narrative is falsified, the strong demand for privacy track solutions will always exist. It is not obvious

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