Foreign media reports that while crypto market sentiment has recovered somewhat after Bitcoin climbed back above $65,000, one analyst believes a new round of pullback is still possible in August. The article suggests that instead of chasing short-term fluctuations, investors should focus on projects with strong fundamentals and a clear ecosystem position to prepare for potential market movements in the fourth quarter.
Large tokens remain the preferred direction
This analyst first focused on mainstream assets with large market capitalizations, believing that they still have room for growth.
- Bitcoin (BTC) is currently trading around $65,000 and is considered a relatively stable investment.
- Although Ethereum (ETH) has moved out of its lower price range, the article argues that current levels still offer long-term appeal.
- Solana (SOL) remains on the watch list due to its rapid expansion of its Layer 1 ecosystem and its continued network activity and market attention.
Layer 1 and infrastructure projects are receiving attention.
Besides BTC and ETH, the article also mentions several public blockchains and infrastructure tokens. Sui (SUI) is categorized as a Layer 1 project with continuously expanding adoption, while Sei (SEI) is considered to have seen its valuation decline after the previous correction. Hedera's HBAR is also mentioned, citing significantly reduced token dilution pressure compared to previous cycles.
In the areas of infrastructure and DeFi, the article focuses on the following projects:
- Chainlink (LINK) has an oracle network that covers most mainstream blockchain ecosystems.
- Uniswap (UNI) remains one of the most important decentralized trading platforms within the Ethereum ecosystem;
- Aerodrome (AERO) is considered the core DEX in the Base ecosystem;
- Ondo Finance (ONDO) continues to benefit from the narrative of real-world asset tokenization.
In addition, Pump.fun has also been added to the watch list. The article argues that if the trading activity of meme tokens in the Solana ecosystem rebounds, these types of platform projects may benefit.
AI tokens remain one of the main narratives
The article argues that artificial intelligence will remain a key theme in the crypto market in the second half of 2026, and therefore related tokens will continue to attract attention.
Bittensor (TAO) is considered a representative project in decentralized AI networks, while Render (RNDR) is categorized as a more mature AI infrastructure target. Virtuals Protocol, Arcblock (ABT), and Bankr were also mentioned, with the former two corresponding to AI agent needs and AI tool scenarios, respectively, while the latter is a smaller-cap, more volatile target to observe.
High volatility sectors include privacy coins and meme coins.
In the higher-risk sector, the article mentions XRP, Stellar (XLM), Zcash (ZEC), and Monero (XMR). Among them, ZEC and XMR are categorized as privacy coins, and they may regain attention from investors if market risk appetite recovers.
Regarding meme tokens, the article lists projects including Pepe, Turbo, Moo Deng, Bonk, Keyboard Cat, and Doge Inu. The reasons given are primarily their strong community base, low market capitalization, and supply structure after full token dilution.
Overall, this is a typical market opinion article. The core judgment is that there may still be volatility in August, but if market sentiment continues to recover in the second half of the year, Layer 1, AI, infrastructure, DeFi, and some highly elastic tokens may become the focus of continued investment.
