吴说获悉，KOL manya 批评 Monad 是糟糕的加密项目，因为该团队花费 4 年时间构建、从 VC 筹集 5 亿美元，但 MON 代币却从 ATH 下跌了 90%。这也引起了 CT 热议，有评论认为不能以价格行为就将 其称为糟糕，像 Solana、Avalanche、Near、Aptos 和 Arbitrum 在推出后都经历了 80-95% 的下跌，VC 资金也不会转化为代币表现，以及炒作加速了预期而非基本面。 （来源：吴说） ...

Core Insights - The fourth quarter of 2025 was challenging for crypto markets, with most major assets ending the year negatively, yet analysts suggest a potential rebound may occur in 2026 due to three key signals [1] Group 1: Bullish Divergences - The first signal is the formation of bullish divergences on weekly charts for several altcoins, indicating weakening bearish momentum and a potential trend reversal. Analysts highlight Optimism, Arbitrum, Near, and Avalanche as examples [2] Group 2: Altcoin Dominance - The second indicator is the Others.D index, which tracks the market dominance of cryptocurrencies outside the top 10 by market capitalization. Analysts note that Others.D is nearing a breakout from a multi-year falling wedge, suggesting potential bullish movement [3][4] - Currently, Others.D is around 6.88%, with an upside target of 13.77% if a breakout occurs [4] Group 3: Trading Volume - The final signal comes from centralized exchange volume data, showing that the ratio of altcoin volume (excluding the top five cryptocurrencies) is significantly higher compared to previous cycles, indicating increased interest in altcoins [6]

Group 1: Market Sentiment and Predictions - Michael Burry warns that the current enthusiasm for artificial intelligence (AI) mirrors the blind optimism seen before past market bubbles, particularly the 2008 housing crisis [1][2][3] - Burry references former Fed Chair Alan Greenspan's 2005 comments on housing risks, suggesting that current reassurances about AI profitability are similarly misplaced [3] Group 2: Investment Actions - Burry has taken a bearish position by shorting shares of Nvidia and Palantir, which are key players in the AI sector [3] Group 3: Interconnection of AI and Crypto Markets - The AI and cryptocurrency markets are increasingly intertwined, influenced by investor sentiment, liquidity conditions, and expectations of technological advancements [4] - Both markets experience growth when interest rates decline and face challenges when liquidity tightens, driven by speculative investments based on future potential rather than current earnings [4] Group 4: Technological Integration - AI models require decentralized storage and computing, with blockchain technology ensuring data integrity for AI systems [6] - New "AI tokens" such as Bittensor, Render, Near, Fetch.ai, and SingularityNET are emerging at the intersection of AI and blockchain industries [6]

Hold on to your digital wallets, folks. September's crypto market is heating up and I've got the inside scoop on five tokens that are making waves. First up, Wormhole's W token is bridging gaps in the blockchain world.Next, Pudgy Penguins Pangu is waddling its way to the top. Avalanch's AVAC is causing a storm in the crypto scene. Sooie Suie token is bringing some serious speed to the game.And last but not least, Near Protocols Near is proving it's anything but far from success. These five are turning heads ...