Analysis

NEAR surged over 10% again today, extending its year-to-date gains to 285%.

TRON suffers a five-day losing streak, retreating to defend a key support level at $0.33. Could there be a further 18% downside ahead?

NEAR surged 8% in a standout rally, decisively breaching the $5 level and erasing losses from its recent pullback.

Starknet plans to upgrade its L1 mainnet to bolster quantum resistance, spurring a 40% single-day surge in its token STRK and strongly leading the broader market.

Political meme coins combine political events with meme culture. Driven by news and market sentiment, they lack fundamentals and exhibit extreme volatility. As the 2026 midterm elections approach, tokens related to Trump and Harris have become a key focal point for market speculation; however, investors must beware of extreme risks such as total loss, market manipulation, and liquidity depletion.

The SEC's 5-year "Innovation Exemption" policy introduced in September 2026 allows compliant, 1:1 physically backed U.S. equities to trade 24/7 on public blockchains and AMMs. This move breaks down barriers between traditional U.S. stocks and crypto assets, directly benefiting native exchanges like Coinbase, DEXs like Uniswap, RWA custody protocols, and public blockchain infrastructure such as Solana and Avalanche. However, investors must still beware of regulatory risks, including listed company veto rights, liquidity fragmentation in permissioned pools, and the expiration of the 5-year sandbox.

Avalanche extends its strong rally, pushing toward the $12 level, with potential for a further 30% upside.

The Total Value Locked (TVL) in the NEAR Protocol ecosystem reached an all-time high, with NEAR surging over 20% intraday to strongly break above $4.3.

Avalanche surged 30% intraday, decisively breaching the $10 mark to hit its highest level since January this year.

The CLARITY Act failed to pass a Senate procedural vote due to traditional banks' opposition to stablecoin yields and Democrats questioning ethics oversight loopholes for senior officials. Given partisan gridlock and the upcoming midterm elections, the bill is unlikely to achieve a breakthrough this year and will most likely be delayed until 2027. In the interim, regulation will be enforced by the SEC and CFTC under existing laws. While this move could drive compliant capital offshore, the overall impact on the market remains limited.

UNI surged intraday to touch $8.8, hitting its highest level since November 2025, with bulls setting their sights on $12.

NEAR surged 24% to touch $3.3, setting a new high in nearly a year.

The U.S. SEC introduced new rules for U.S. stock tokenization, sparking a strong rally in the DeFi sector, with HYPE surging over 10% and UNI soaring more than 15%.

Biden's son plans to launch the memecoin LAPTOP, with a total supply of 1 billion tokens.

Bitcoin fell below the $80,000 mark, while ICP bucked the trend and surged 13% to breach the $3 level, reaching its highest point since June.

TRON (TRX) has posted a resilient, independent rally in recent years, reaching a new high of $0.43 in late 2024. Its core momentum stems from inelastic demand for TRC-20 USDT transfers and a deflationary mechanism driven by high transaction fee burns. However, constrained by its market capitalization, TRX is unlikely to reach $10 over the next five years, though it is poised to break above $1 during the next Bitcoin halving bull market.

The privacy coin sector surged across the board, with both ZEC and DASH soaring 17%, while others like DCR and XTZ followed the rally.

Arbitrum bucked the trend to surge over 14%, strongly leading gains in the Layer 2 sector and becoming the leader of the market rebound.

Uniswap bucked the trend to surge over 10% intraday, strongly approaching the $6 mark to hit its highest level since January this year.

In the short term, UNI may pull back to near $5, a key psychological level and a former resistance level that has turned into support this year. Once market liquidity recovers, UNI prices could potentially rally another 100% from this base to challenge the next major threshold of $10.