ChainCatcher news, DeFinance Capital founder Arthur posted on the X platform that, based on the performance of DeFi in the market, it seems to be entering a DeFi super cycle rather than a meme coin super cycle.However, meme ecosystem KOL Murad seems to disagree with this view and responded, "Should we look at the annual return rate?"

ChainCatcher news, according to Glassnode data, the Bitcoin Long-Term to Short-Term Holder Supply Ratio (LTH/STH Supply Ratio) has dropped to 3.78, setting a new low for this cycle. This metric reflects the dominance of long-term holders in Bitcoin supply relative to short-term holders. Over the past 30 days, the distribution of holdings has accelerated, and HODLing is no longer the mainstream behavior in the market. The decline in the LTH/STH Supply Ratio indicates that more investors are inclined towards short-term trading rather than long-term holding.Glassnode analysis suggests that this trend is different from historical market top characteristics; in past analyses, even during periods of declining long-term holding, Bitcoin prices could still continue to rise.

ChainCatcher news, analysts from the research and brokerage firm Bernstein stated: "We still firmly believe that $100,000 is not the final milestone for Bitcoin, and we expect Bitcoin to reach a cycle high of $200,000 by the end of 2025."

ChainCatcher news reports that a survey conducted by the Russian state news agency TASS shows that Russian investors expect Bitcoin to potentially rise to $160,000 in this cycle, but it is unlikely to double to $200,000 in the short term.As for the reasons behind Bitcoin's recent rise, analysts point to macroeconomic changes, such as the Federal Reserve's interest rate cuts after a prolonged tightening phase, as well as increasing global liquidity and inflation concerns, all of which may drive investors toward scarce assets like Bitcoin. Institutional adoption is also a significant factor, including large-scale purchases by companies like MicroStrategy and BlackRock.Despite the market's enthusiasm, analysts remain cautious about Bitcoin's long-term prospects. Some respondents believe there are two possible scenarios for Bitcoin's future: one is a "conservative target" of $130,000, and the other is a more bullish ceiling of reaching $160,000 by mid-summer 2025. However, they unanimously agree that it is unlikely to reach $200,000 in the current cycle.

ChainCatcher news, according to The Block, at the Emergence conference in Prague, several cryptocurrency investors believe that the current bull market cycle is still in its early stages. Against the backdrop of Bitcoin breaking the historical high of $100,000, Rockaway X managing partner Viktor Fischer stated that although Twitter sentiment is bullish, U.S. politicians are beginning to support cryptocurrencies, and Federal Reserve Chairman Powell has referred to Bitcoin as digital gold, retail participation is far from the levels seen in 2021.Matthew Graham, founder of Ryze Labs, used a baseball metaphor to express that the current market is only in the fifth or sixth inning, and warned that "the best time to sell is when people start partying, dating supermodels, and buying yachts." Fischer recalled that in November 2021, when Solana reached $250, people were wearing LV and Off-White, which was the real time to sell.On the regulatory front, CMT Digital investment partner Charlie Sandor stated that the new Trump administration may be more friendly towards cryptocurrencies, which will drive innovation and adoption. In terms of investment trends, several VCs unanimously favor AI agents, believing this is the most important trend following DeFi. Ryze Labs has partnered with ai16z to launch a $5 million AICombinator program to support the development of the AI ecosystem.

ChainCatcher news, Bitcoin Magazine posted on the X platform that VanEck's CEO predicts BTC will price between $150,000 and $180,000 during this cycle.

ChainCatcher message, Meme coin KOL Murad posted in Chinese on the X platform, stating, "Chinese cryptocurrency investors should join Western investors in this Memecoin cycle. In my opinion, the strongest Meme coin will still rise 100 to 200 times."

ChainCatcher News, data from the Federal Election Commission shows that political action committees (PACs) related to cryptocurrency and their affiliated groups have invested over $245 million in the 2024 election cycle. According to Public Citizen, this accounts for nearly half of all corporate donations during the election period.

ChainCatcher news, Meme coin KOL Murad posted on social media, "In this cycle, we will see more than 10 Meme coins with a market cap exceeding 10 billion dollars."

ChainCatcher news, according to Blockworks, Bitwise CEO Hunter Horsley stated that Solana is one of the cryptocurrencies that has achieved breakthrough success in this cycle, and he believes clients will want to acquire SOL.Hunter Horsley also described SOL as "an incredible emerging asset and story," and many Bitcoin ETF buyers may be looking for the "next big thing" in the cryptocurrency space.

ChainCatcher news, SEI Investment Company's CIO Jim Smigiel stated that the Federal Reserve may still cut interest rates, but the number of future rate cuts may be fewer than in the past.He said, "We believe that a rate cut is possible, but the facts indicate that we are closer to the end of the rate-cutting cycle than the beginning." While discussions about improving government efficiency and cutting costs are also on the agenda of incoming President Trump, the likelihood of rising inflation is much greater. "Essentially, the FOMC will be forced to cut rates again in December and then pause rate cuts in 2025 to avoid the appearance of a policy reversal shortly after a 50 basis point cut."