美国的关税战争的影响正在放松，虚拟货币市场再次发抖。

自2月以来，加密货币市场领导者比特币再次超过了100,000美元，而第二大市值以太坊也急剧上升。

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.

美国的关税战争的影响正在放松，虚拟货币市场再次发抖。自2月以来，加密货币市场领导者比特币再次超过了100,000美元，而第二大市值以太坊也急剧上升。

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

加密货币投资者渴望找到将来像比特币一样将来成为市场股票的山寨币。

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的分析师链链专家公园Byul在9日在首尔的Coex举行的“ 2025 Seoul Money Show” Trump 2.0 Finding Altcoin上进行了演讲，他建议需要注意诸如Litecoin，Doge，Doge，Chainlink和Avalanche之类的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的结构与比特币相似，并且是代表性的价值存储Altcoin，称为“数字银”。 Dogecoin被认为是在模因硬币中进入机构领域的最有可能的候选人。在特斯拉首席执行官埃隆·马斯克（Elon Musk）的支持下，它是模因硬币的象征和实验货币。

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."

分析师公园说：“要注意一家加密货币资产管理公司Grayscale虚拟货币持有的投资组合，该公司在2020年领导了牛市，我们还应该研究雪崩，在那里捕获了与机构投资者（例如JPMorgan）的网络移动。”

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.

他解释说，Altcoin注意力的背景是将比特币和以太坊的进入机构领域进入。早些时候，比特币和以太坊ETF（交易基金）已获得美国证券交易委员会（SEC）的批准。预计接下来将进入机构领域，预计时代将开放，可以通过ETF直接获得机构资金。

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."

分析师公园说：“现在，我们需要牢记批准ETF进行模因硬币投资的可能性，”补充说：“已经提交了数十种Alt-Coin ETF的申请，有些甚至还在准备杠杆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，专家建议必须了解特朗普政府的运动并关注稳定的行动。特朗普政府决心通过积极利用与美元相关的稳定币来增强美元在全球支付网络中的影响力。

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最大份额的Tether（USDT）估计在美国政府债券中持有940亿至1400亿美元的持有。因此，对Stablecoins和真正的资产令牌（RWA）的需求增加可能会增加对美国短期政府债券的需求，并对利率下降压力，从而降低了政府的借贷成本。

"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领导者Eom Sang-Hyun表示：“系绳全球对美国政府债券的持有在前十名，它可以增加对美国政府债券对未来运营利润的需求。” “ USDC是Circle的基于美元的Stablecoin，也稳定地采用了对监管友好的政策。”

"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."

他说：“最近的Stablecoins和RWA的规模超过了2530亿美元，打破了历史最高水平。” “由于虚拟货币始终有风险，有必要在仔细考虑我们虚拟货币法规和政策，虚拟货币项目的业务可行性以及未来的虚拟货币供应时进行投资。”

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年首尔货币展览”“特朗普2.0 Finding Altcoin”上，重点是“预测2025年混乱世界中加密货币的未来”的主题，为宏观经济环境，加密货币市场趋势以及下半年的投资策略提供了见解。