My thoughts on the subsequent market trend:

Recently, the US stock market has been mixed, gold and silver hit record highs this month, Bitcoin and Ethereum ended their downward trend and started to rebound, oscillating at high levels!

I have recently observed that the movements of Bitcoin and Ethereum closely mirror the oscillations of gold and silver.
When the US stock market is weak, $BTC $ETH did not follow the decline but instead rose against the trend, which is closely related to macroeconomic conditions!

1️⃣ Macroeconomics: Powell is expected to step down in May. Currently, the most popular candidate for the Federal Reserve is former board member Waller (a dove who advocates for interest rate cuts and balance sheet reduction).
If Waller takes office, the secondary market may loosen monetary policy, benefiting the secondary market and gold and silver assets.

2️⃣ International situation: Trump has temporarily halted military actions against Iran, but tensions remain high; Trump also threatened to impose tariffs on countries that do not support the US’s plan to acquire Greenland.
This move benefits oil, and market risk aversion sentiment surges, which is bullish for gold, Bitcoin, and other safe-haven assets.

Crypto Outlook 2026: Q1 and Q2 are expected to rise, whether it’s the new Fed Chair’s favorable policies👍 or the surge in global risk aversion, which will drive a broad asset rally!

It can be seen that in the recent month’s trend, $ETH significantly outperformed Bitcoin.
Therefore, I recommend a few infrastructure tokens within the Ethereum ecosystem:

$LINK : An established oracle, essential for DEX pricing!
$UNI : An old-school swap + DEX, an indispensable ecosystem!
$AAVE : An established lending platform, a top on-chain lending giant!
$OBOL : The largest Ethereum staking protocol, Lido partner, representing ETH staking value!
Staking POS relies on it! Among projects with high TVL, $OBOL ’s FDV / TVL ratio is < 0.001,
while most mainstream protocols have a much higher ratio...

Who can rival the four giants?
If choosing blue chips, all of the above are currently the most undervalued Ethereum projects.

Feel free to trade these tokens!

3️⃣ Precious metals: Gold and silver prices remain high, driving up copper, platinum, and palladium.

Among them, silver and copper have strong industrial demand!

In the wave of AI, storage chips are in short supply. Silver and copper production inventories are limited, and silver is already expected to face shortages in the next two years, with copper not an exception.

In this context, I believe silver and copper will still have a relatively promising rally in 2026!

Besides paper silver, paper gold, and paper copper, you can also consider $FCX US stocks (which has been mentioned many times in the community, with companies involved in silver, copper, rare earths, and other raw materials, and their stock performance has been very good over the past year).

DYOR~ These are just personal opinions.