We are still in the mid-stage of a bull run! AllianceDAO founder: Bitcoin has outperformed ETH and SOL, and institutional funds will drive the market.

The Web3 venture capital accelerator AllianceDAO's two founders, Imron Khan and Qiao Wang, stated in the latest episode of their podcast that the market is still in the middle of a bull run and that there is still growth potential for the next 6 to 18 months. They further pointed out that the main reasons for this market correction are the high valuations in the US stock market and uncertainties surrounding Trump's tariffs, which have led to weakened market sentiment.

Regarding cryptocurrencies, the two stated that Bitcoin remains the most attractive investment target due to its stable fundamentals. Meanwhile, Ethereum and Solana currently lack a clear growth narrative and are worth watching. The combination of AI, robotics, and blockchain is still in its early stages, but it is worth paying attention to.

After the market correction, there will still be a bull run for 6 to 18 months.

The two predicted in January that the market had reached its peak, advising investors to reduce their positions and take profits. However, they now believe that the market is still in the mid-stage of a bull run, with 6 to 18 months of growth potential ahead. The two believe that this market correction is due to:

U.S. stock valuations are too high, and the market is undergoing a correction.

The uncertainty of Trump's tariff policy has intensified, and market sentiment has weakened.

However, economic data shows that the U.S. economy remains strong, which means that Bitcoin's role as a macro asset is still robust, and it may rise again in the future.

People in the cryptocurrency circle are pessimistic, while institutions are optimistic and accelerating their entry.

The two pointed out that many cryptocurrency traders and well-known analyst Ki Young Ju believe that we have now entered a bear market, predicting that prices may continue to consolidate or decline in the next 6 to 12 months. Their arguments include:

Bitcoin liquidity decreases: new giant whales begin to sell, and the market lacks new capital influx.

The impact of Bitcoin ETF on the reliability of on-chain data: The reference value of on-chain indicators has significantly decreased.

Trump's tariff policy increases market uncertainty: it may affect the macroeconomy and the demand for Bitcoin.

However, traditional financial institutions are quite optimistic about the market:

U.S. banks relax investment restrictions on Bitcoin ETFs: Institutional funds continue to flow in.

The market capitalization of stablecoins has increased by $50 billion: indicating that market funds have not decreased.

Real asset tokenization (RWA) market capitalization growth 50%: Institutional funds are accelerating their entry into the on-chain ecosystem.

Can ETH and SOL still be bought? Currently, there is no strong narrative in the market.

The two stated that there is currently no clear narrative driving specific cryptocurrencies in the market, but there are several key points worth noting:

Ethereum (ETH): Currently oversold, the fundamentals are not very healthy, and there is insufficient buying momentum.

Solana (SOL): Due to the impact of FTX's bankruptcy liquidation, there is significant unlocking selling pressure, leading to considerable price pressure in the short term.

DeFi: Gained market attention, but trading volume has not significantly increased.

Overall, Bitcoin remains the most attractive investment target in the market, especially after this round of correction, the price has returned to a more reasonable range.

AI startup explosion, the direction of blockchain entry

In recent months, the AI industry has rapidly risen, with many startups beginning to focus on the integration of AI and blockchain. The main development directions currently are:

AI Agents ( and On-chain Data: Helping users automate trading and find on-chain opportunities through AI.

Decentralized AI training data: Utilizing blockchain reward mechanisms to collect, validate data, and improve AI training quality.

Currently, these applications are still in the early stages, and more innovative applications will emerge in the future.

The robot revolution is approaching, and the competition between Tesla and BYD is heating up.

The global robotics market is accelerating its development, and the innovative competition between Tesla's humanoid robot Optimus and companies like China's BYD )BYD( has entered a white-hot phase. For example:

BYD )BYD(: announced the launch of an electric vehicle that can be fully charged in 5 minutes, greatly improving charging efficiency.

China's AI startup Engine AI: showcasing humanoid robots with athletic capabilities close to that of humans.

Tesla )Tesla(: Full Self-Driving )FSD( technology breakthrough, which may apply AI to more fields in the future.

In the coming years, the combination of robotics and AI technology is expected to change the labor market, affecting fields from manufacturing to household services.

Institutional investors continue to enter the market, laying the foundation for the upward trend.

In conclusion, both believe that after the market correction, Bitcoin may still have 6 to 18 months of upward potential. In the short term, market sentiment is low, but institutional investors are still continuously entering the market, which could lay the foundation for future bullish trends. Here are their investment perspectives:

Bitcoin remains the most attractive investment target due to its more stable fundamentals.

ETH and SOL still need to observe market trends, and there is currently no clear growth narrative.

The combination of AI, robots, and blockchain is still in its early stages, but it is worth long-term attention.

) Is cryptocurrency finally just a concept hype? AllianceDAO: AI Crypto is a breakthrough for innovation, institutional funds entering marks the beginning of a bull run (

This article is still in the mid-stage of the bull run! AllianceDAO founder: Bitcoin has greatly outperformed ETH and SOL, institutional funds will drive the market. Originally appeared in Chain News ABMedia.