Many people panicked during this big dump in October, but the market's reaction is actually quite typical. First, it was scared by Trump's tariff news, triggering the largest liquidation in history, exceeding 19 billion dollars. Then, after everything that needed to be sold was sold, funds began to find an emotional outlet. The few coins that rebounded the fastest within three days are actually very representative.

SUI is the king of this wave, after a big dump of 87%, it hard pulled nearly five times, with TVL soaring to 2.6 billion. DeFi is completely ignited. $AVAX is taking off, the subnet upgrade catalyst is too strong. $SNX because the perpetual DEX is about to go live, it directly soared 140%. DOGE, as always, relies on emotions to drive it up. $ADA performs well too, basically a retaliatory rebound for the entire L1 sector.

$BTC and $ETH appear to be cautious. Although the short-term support holds, the trading volume has dropped by fifty percent, indicating that the momentum is still insufficient. The market generally expects a retest of the support level, with BTC around 103K and ETH near 3800. However, on-chain data shows that coins are being transferred out of exchanges in large amounts, with real buying support.

In contrast, the $TAO , $MNT , and $BNB coins are showing strength while remaining stable. There's no wild surge, but the trading volume is steady, and accumulation is evident. This rhythm usually indicates a cleaner rebound. The $TAO has institutional support and is linked to AI narratives, while MNT is riding the RWA concept to attract capital. As the main ecosystem coin, $BNB naturally benefits from this. I will prioritize these three coins.

The allocation I am doing myself is $TAO , $MNT , $BNB each taking one-tenth of the funds $BTC gradually receiving 103K with the rest kept in cash waiting for the second wave of washout. The total position does not exceed thirty percent. This rebound is more of a recovery after detox rather than a full return to a bull market. If there are clear signals of tariff easing or interest rate cuts from the Federal Reserve afterwards, the rebound will be stronger.

Overall, this wave presents both opportunities and traps. You must be bold enough to enter, but even more importantly, know when to retreat. Don't compete with the market in terms of toughness. What you can do now is to choose targets with real buying interest, catalysts, and stable transactions. As for the other coins, let them have their own excitement for now.