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SINGAPORE, May 20, 2025 /PRNewswire/ -- As mid-May unfolds, crypto market sentiment continues to rise. While major assets trend steadily upward, capital is beginning to rotate into fundamentally solid altcoins. In this edition of HTX DeepThink, Chloe (@ChloeTalk1) from HTX Research shares her macro outlook and strategic insights, with a spotlight on rotation opportunities across the SUI ecosystem and the emerging AttentionFi sector.
Macro Outlook: Rising Bullish Sentiment Amidst Steady Short-Term Uptrend
This week's U.S. economic calendar is light on major data releases. Market attention is primarily directed towards Federal Reserve officials' interpretations of recent commentary suggesting a possible single interest rate cut in 2025.
Analysis of options market data shows a prevailing bullish sentiment: the Call/Put open interest ratio has reached 1.55, accompanied by increasing premiums for call options. At the same time, short-term implied volatility (IV) has dropped to a new 18-month low of 35–40%.
In short: the market is experiencing "euphoric sentiment amid calm volatility." Under such conditions, Bitcoin could retest new highs within the next 30–45 days, targeting the $105K–$115K range. However, this mix of high sentiment and low volatility often conceals the build-up of excessive leverage. A sudden surge in IV or a meaningful drop below $100K could trigger a sharp deleveraging event.
Strategic Positioning: Capital Rotation into High-Quality Altcoins for Momentum Capture
From a capital allocation perspective, rotating a portion of capital into fundamentally strong and liquid altcoins may present an opportunity to capitalize on potential spillover momentum from Bitcoin's upward trajectory. This edition of HTX DeepThink highlights promising sectors and projects worthy of investor attention.
SUI Ecosystem: All-Time High Market Cap, Undervalued Core Project
The SUI chain has reached an all-time high in market cap, but its ecosystem projects have yet to follow with substantial gains. This opens a window for early positioning in undervalued ecosystem leaders. HTX has listed two standout projects within the SUI ecosystem: Haedal and Bluefin.
- Haedal is the dominant LST (liquid staking) protocol on SUI, commanding 76% of market share and benefiting from strong network effects.
- Bluefin, SUI's flagship perpetual DEX, currently holds a market cap of only $31.6M yet has achieved an annualized revenue of $8.2M, implying a price-to-sales (P/S) ratio of just 3.8x—far lower than GMX (9.1x) and Drift (12.4x). The upcoming V2 upgrade will introduce veTokenomics and new trading incentives, potentially boosting both user activity and protocol revenues.
Given the rising attention on SUI's mainnet, Haedal and Bluefin appear to exhibit dual potential for valuation recovery and Beta-driven upside, which may warrant mid-term attention from market participants.
AttentionFi: Capitalizing on Bull Market User Acquisition Premium
New Web3 projects are launching rapidly, and the cost of user acquisition is soaring. In traditional channels like Telegram, Google, or Red Note, user acquisition cost (UAC) is calculated via "traffic × conversion rate." With CPCs at $0.5–1.0 and conversion rates around 10%, it can cost $5–10 to acquire a real, retained user.
Kaito offers a far more efficient "attention engine." Its API charges based on a combination of reputation score and meaningful engagement. As a result, project teams can acquire real users with 3–4x higher retention at just $2–3 per user—much lower than traditional channels. With this model, Kaito has grown rapidly, expanding from 30 to 120 integrated projects in the past three months, and quadrupling API call volume.
Meanwhile, $KAITO staking has surged to 19.7M tokens, and the protocol has cumulatively bought back and burned 3.7M tokens, creating a strong demand-supply mismatch and deflationary pressure that supports higher price ceilings.
On Base chain's IDO platform Virtuals, users who stake ≥5,000 $KAITO can earn Virgen Points to redeem IDO allocations. Several recent IDOs have seen 10–30x returns on day one, forming a lucrative loop: stake → points → arbitrage.
With the recent listing of $KAITO on HTX, its liquidity is expanding—and in a bull market where competition for user attention intensifies, Kaito's combination of low-cost, high-precision targeting and deflationary tokenomics makes it a promising asset to watch.
*The above content is not an investment advice and does not constitute any offer or solicitation to offer or recommendation of any investment product.
About HTX DeepThink:
HTX DeepThink is a flagship market insights column created by HTX, dedicated to exploring global macro trends, key economic indicators, and major developments across the crypto industry. In a world where volatility is the norm, HTX DeepThink aims to help readers "Find Order in Chaos."
About HTX Research
HTX Research is the dedicated research arm of HTX Group, responsible for conducting in-depth analyses, producing comprehensive reports, and delivering expert evaluations across a broad spectrum of topics, including cryptocurrency, blockchain technology, and emerging market trends.
SINGAPORE, May 20, 2025 /PRNewswire/ -- As mid-May unfolds, crypto market sentiment continues to rise. While major assets trend steadily upward, capital is beginning to rotate into fundamentally solid altcoins. In this edition of HTX DeepThink, Chloe (@ChloeTalk1) from HTX Research shares her macro outlook and strategic insights, with a spotlight on rotation opportunities across the SUI ecosystem and the emerging AttentionFi sector.
Macro Outlook: Rising Bullish Sentiment Amidst Steady Short-Term Uptrend
This week's U.S. economic calendar is light on major data releases. Market attention is primarily directed towards Federal Reserve officials' interpretations of recent commentary suggesting a possible single interest rate cut in 2025.
Analysis of options market data shows a prevailing bullish sentiment: the Call/Put open interest ratio has reached 1.55, accompanied by increasing premiums for call options. At the same time, short-term implied volatility (IV) has dropped to a new 18-month low of 35–40%.
In short: the market is experiencing "euphoric sentiment amid calm volatility." Under such conditions, Bitcoin could retest new highs within the next 30–45 days, targeting the $105K–$115K range. However, this mix of high sentiment and low volatility often conceals the build-up of excessive leverage. A sudden surge in IV or a meaningful drop below $100K could trigger a sharp deleveraging event.
Strategic Positioning: Capital Rotation into High-Quality Altcoins for Momentum Capture
From a capital allocation perspective, rotating a portion of capital into fundamentally strong and liquid altcoins may present an opportunity to capitalize on potential spillover momentum from Bitcoin's upward trajectory. This edition of HTX DeepThink highlights promising sectors and projects worthy of investor attention.
SUI Ecosystem: All-Time High Market Cap, Undervalued Core Project
The SUI chain has reached an all-time high in market cap, but its ecosystem projects have yet to follow with substantial gains. This opens a window for early positioning in undervalued ecosystem leaders. HTX has listed two standout projects within the SUI ecosystem: Haedal and Bluefin.
- Haedal is the dominant LST (liquid staking) protocol on SUI, commanding 76% of market share and benefiting from strong network effects.
- Bluefin, SUI's flagship perpetual DEX, currently holds a market cap of only $31.6M yet has achieved an annualized revenue of $8.2M, implying a price-to-sales (P/S) ratio of just 3.8x—far lower than GMX (9.1x) and Drift (12.4x). The upcoming V2 upgrade will introduce veTokenomics and new trading incentives, potentially boosting both user activity and protocol revenues.
Given the rising attention on SUI's mainnet, Haedal and Bluefin appear to exhibit dual potential for valuation recovery and Beta-driven upside, which may warrant mid-term attention from market participants.
AttentionFi: Capitalizing on Bull Market User Acquisition Premium
New Web3 projects are launching rapidly, and the cost of user acquisition is soaring. In traditional channels like Telegram, Google, or Red Note, user acquisition cost (UAC) is calculated via "traffic × conversion rate." With CPCs at $0.5–1.0 and conversion rates around 10%, it can cost $5–10 to acquire a real, retained user.
Kaito offers a far more efficient "attention engine." Its API charges based on a combination of reputation score and meaningful engagement. As a result, project teams can acquire real users with 3–4x higher retention at just $2–3 per user—much lower than traditional channels. With this model, Kaito has grown rapidly, expanding from 30 to 120 integrated projects in the past three months, and quadrupling API call volume.
Meanwhile, $KAITO staking has surged to 19.7M tokens, and the protocol has cumulatively bought back and burned 3.7M tokens, creating a strong demand-supply mismatch and deflationary pressure that supports higher price ceilings.
On Base chain's IDO platform Virtuals, users who stake ≥5,000 $KAITO can earn Virgen Points to redeem IDO allocations. Several recent IDOs have seen 10–30x returns on day one, forming a lucrative loop: stake → points → arbitrage.
With the recent listing of $KAITO on HTX, its liquidity is expanding—and in a bull market where competition for user attention intensifies, Kaito's combination of low-cost, high-precision targeting and deflationary tokenomics makes it a promising asset to watch.
*The above content is not an investment advice and does not constitute any offer or solicitation to offer or recommendation of any investment product.
About HTX DeepThink:
HTX DeepThink is a flagship market insights column created by HTX, dedicated to exploring global macro trends, key economic indicators, and major developments across the crypto industry. In a world where volatility is the norm, HTX DeepThink aims to help readers "Find Order in Chaos."
About HTX Research
HTX Research is the dedicated research arm of HTX Group, responsible for conducting in-depth analyses, producing comprehensive reports, and delivering expert evaluations across a broad spectrum of topics, including cryptocurrency, blockchain technology, and emerging market trends.
** The press release content is from PR Newswire. Bastille Post is not involved in its creation. **
HTX DeepThink: Bullish Sentiment Builds as BTC Holds Steady--Which Altcoins Will Lead the Rotation?
Paris Saint-Germain Stars Lead New Year TVC Lighting Up Landmark Screens Across 13 Global Cities
BEIJING, Jan. 1, 2026 /PRNewswire/ -- As 2025 came to a close, Haier, the world's leading IoT ecosystem brand, brought the spirit of champions to audiences worldwide through its partnership with Paris Saint-Germain (PSG), one of the world's most successful football clubs. On December 31, 2025, a New Year television commercial created by PSG star players lit up landmark outdoor screens across 13 major cities in markets including France, Poland, Egypt, Saudi Arabia and Japan, delivering more than a festive greeting and reflecting a shared champion mindset rooted in excellence, leadership, and global connection.
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Champion Spirit Inspires Innovation and Global User Experiences
The New Year campaign reflects Haier's own pursuit of excellence. From a pioneering Chinese manufacturer to a truly global ecosystem brand, Haier now serves over 1 billion households across more than 200 countries and regions. In 2024, Haier achieved global operating revenue of USD 55.9 billion and led the global major appliance retail market for 16 consecutive years.
Just as PSG relentlessly pushes the limits of performance, Haier applies the same champion spirit to technology and user experience. "We are thrilled to elevate our sports marketing strategy by partnering with Paris Saint-Germain. Great teams win through precision, teamwork and constant improvement. We build products the same way: designed around people, powered by technology, and proven in daily use." said Haishan Liang, Vice Chairman of the Board of Directors and President of Haier Group.
This vision is powered by Haier's "three-in-one" localization strategy, which integrates localized research and development, manufacturing, and marketing to create solutions tailored to local lifestyles. This approach, coupled with a global innovation network, ensures Haier's technology meets the diverse needs of users worldwide.
In Japan, Haier's ultra-slim refrigerators are designed for compact urban homes. In Europe, energy-efficient washing machines meet sustainability expectations and regulatory standards. In the U.S., large-capacity washers cater to family-oriented living.
In Thailand, Haier's "UV Cool Voice Series" air conditioners feature AI-powered voice control in both Thai and English, while in the Middle East and Africa, Haier's air-conditioning solutions are engineered to perform reliably and efficiently under demanding climate conditions.
Toward an Ecosystem Future of Infinite Possibilities
Beyond features and functions, Haier continues to expand its ecosystem, building open, vibrant ecosystems in smart living, industrial internet, and health tech, guided by the vision of creating boundless value alongside users and partners.
Through the COSMOPlat industrial internet platform, which supports global manufacturing innovation, and the Yingkang Life eco-platform focused on health and well-being, Haier's influence as an ecosystem brand continues to grow worldwide.
Guided by a strong sense of responsibility, Haier integrates sustainability and ESG (Environmental, Social and Governance) principles into its global operations, supporting long-term, sustainable development in every market it serves.
Moreover, Haier continues to strengthen its emotional connection with users worldwide. The illuminated landmark screens symbolize a shared celebration rooted in common values.
Haier's Global Fans Festival also remains a vital platform for engagement and community building. Following the successful conclusion of the recent event in Malaysia, the festival will continue to connect users through hundreds of localized events worldwide, fostering deeper interaction, shared experiences, and a growing global community.
As 2026 begins, Haier remains committed to delivering champion experiences through technology, innovation, and shared values—walking alongside users worldwide toward new possibilities.
Please visit https://www.haier.com/global/.
About Haier Group
Founded in 1984, Haier Group is a leading global provider of better life and digital transformation solutions, with the purpose of "More Creation, More Possibilities". Haier has always been user-centered and has built a landscape of three pillars: Smart Living, Comprehensive Health Industry, and Digital Economy Industry. The company has established 10 R&D centers, 35 industrial parks, and 163 manufacturing centers, achieving a global revenue of USD 55.9 billion in 2024. Haier has been ranked in the Kantar BrandZ Top 100 Most Valuable Global Brands for 7 consecutive years. Additionally, Haier has held the No.1 position in Euromonitor Global Major Appliances Brand for 16 consecutive years. Haier has 8 listed companies, with its subsidiary Haier Smart Home named among the Fortune Global 500 and Fortune World's Most Admired Companies.
** The press release content is from PR Newswire. Bastille Post is not involved in its creation. **
Haier Teams Up with Paris Saint-Germain to Create Champion Experiences for Global Users
Haier Teams Up with Paris Saint-Germain to Create Champion Experiences for Global Users
