美國的關稅戰爭的影響正在放鬆，虛擬貨幣市場再次發抖。

自2月以來，加密貨幣市場領導者比特幣再次超過了100,000美元，而第二大市值以太坊也急劇上升。

The impact of the tariff war from the U.S. is easing and the virtual currency market is shaking again. Among them, Bitcoin, the cryptocurrency market leader, has surpassed the $100,000 mark again since February, and Ethereum, the second-largest market capitalization, has also risen sharply.

美國的關稅戰爭的影響正在放鬆，虛擬貨幣市場再次發抖。自2月以來，加密貨幣市場領導者比特幣再次超過了100,000美元，而第二大市值以太坊也急劇上升。

Cryptocurrency investors are eager to find altcoins that will emerge as market stocks in the future like Bitcoin.

加密貨幣投資者渴望找到將來像比特幣一樣將來成為市場股票的山寨幣。

On-chain expert Park Byul, an analyst at DNTV Research Web3, who gave a lecture at the "2025 Seoul Money Show" Trump 2.0 Finding Altcoin held at COEX in Gangnam-gu, Seoul on the 9th, advised that it is necessary to pay attention to altcoins such as Litecoin, Doge, Chainlink and Avalanche.

DNTV Research Web3的分析師鍊鍊專家公園Byul在9日在首爾的Coex舉行的“ 2025 Seoul Money Show” Trump 2.0 Finding Altcoin上進行了演講，他建議需要注意諸如Litecoin，Doge，Doge，Chainlink和Avalanche之類的Altcoins。

Litecoin has a similar structure to Bitcoin and is a representative value-storing altcoin called 'Digital Silver'. Dogecoin is considered the most likely candidate to enter the institutional sphere among meme coins. With support from Tesla CEO Elon Musk, it serves as a symbol and experimental currency for meme coins.

Litecoin的結構與比特幣相似，並且是代表性的價值存儲Altcoin，稱為“數字銀”。 Dogecoin被認為是在模因硬幣中進入機構領域的最有可能的候選人。在特斯拉首席執行官埃隆·馬斯克（Elon Musk）的支持下，它是模因硬幣的象徵和實驗貨幣。

Analysts Park said, "Pay attention to the portfolio of virtual currency holdings of Grayscale, a cryptocurrency asset management company that led the bull market in 2020, and we should also look at Avalanche, where network movements with institutional investors such as JPMorgan are captured."

分析師公園說：“要注意一家加密貨幣資產管理公司Grayscale虛擬貨幣持有的投資組合，該公司在2020年領導了牛市，我們還應該研究雪崩，在那裡捕獲了與機構投資者（例如JPMorgan）的網絡移動。”

The background of Altcoin's attention is the entry of Bitcoin and Ethereum into the institutional sphere, he explains. Earlier, Bitcoin and Ethereum ETFs (traded funds) were approved by the U.S. Securities and Exchange Commission (SEC). Altcoins are expected to enter the institutional sphere next, and an era is expected to open where institutional funds can be accessed directly through ETFs.

他解釋說，Altcoin注意力的背景是將比特幣和以太坊的進入機構領域進入。早些時候，比特幣和以太坊ETF（交易基金）已獲得美國證券交易委員會（SEC）的批准。預計接下來將進入機構領域，預計時代將開放，可以通過ETF直接獲得機構資金。

Analysts Park said, "Now we need to keep in mind the possibility of approving ETFs for investments in meme coins," adding, "Dozens of applications for alt-coin ETFs have already been submitted, and some are even preparing for leverage ETFs."

分析師公園說：“現在，我們需要牢記批准ETF進行模因硬幣投資的可能性，”補充說：“已經提交了數十種Alt-Coin ETF的申請，有些甚至還在準備槓桿ETF。”

In addition, experts advise that it is necessary to understand the movements of the Trump administration and pay attention to stablecoins. The Trump administration is determined to strengthen the U.S. dollar's influence in the global payment network by actively utilizing stablecoins linked to the dollar.

此外，專家建議必須了解特朗普政府的運動並關注穩定的行動。特朗普政府決心通過積極利用與美元相關的穩定幣來增強美元在全球支付網絡中的影響力。

Tether (USDT), which holds the largest share of stablecoins, is estimated to hold between $94 billion and $140 billion in U.S. government bonds. Because of this, an increase in demand for stablecoins and real asset tokens (RWA) could increase demand for U.S. short-term government bonds and put downward pressure on interest rates, resulting in a policy effect that also reduces the government's borrowing costs.

持有Stablecoins最大份額的Tether（USDT）估計在美國政府債券中持有940億至1400億美元的持有。因此，對Stablecoins和真正的資產令牌（RWA）的需求增加可能會增加對美國短期政府債券的需求，並對利率下降壓力，從而降低了政府的借貸成本。

"Tether's global holding of U.S. government bonds is in the top 10, and it can increase demand for short-term U.S. government bonds for future operating profits," said Eom Sang-hyun, Disfred Growth lead. "USDC, Circle's dollar-based stablecoin, is also operating stably with regulatory-friendly policies."

Disfred Eventry Lead領導者Eom Sang-Hyun表示：“繫繩全球對美國政府債券的持有在前十名，它可以增加對美國政府債券對未來運營利潤的需求。” “ USDC是Circle的基於美元的Stablecoin，也穩定地採用了對監管友好的政策。”

"The recent size of stablecoins and RWA exceeded $253 billion, breaking the all-time high," he said. "As virtual currency always has risks, it is necessary to invest while carefully considering U.S. virtual currency regulations and policies, the business feasibility of virtual currency projects, and future supply of virtual currency."

他說：“最近的Stablecoins和RWA的規模超過了2530億美元，打破了歷史最高水平。” “由於虛擬貨幣始終有風險，有必要在仔細考慮我們虛擬貨幣法規和政策，虛擬貨幣項目的業務可行性以及未來的虛擬貨幣供應時進行投資。”

The presenters at the "2025 Seoul Money Show" Trump 2.0 Finding Altcoin", which focused on the theme of 'predicting the future of crypto in the chaotic world of 2025', provided insights into the macroeconomic environment, the cryptocurrency market trends, and investment strategies in the second half of the year.

主持人在“ 2025年首爾貨幣展覽”“特朗普2.0 Finding Altcoin”上，重點是“預測2025年混亂世界中加密貨幣的未來”的主題，為宏觀經濟環境，加密貨幣市場趨勢以及下半年的投資策略提供了見解。