BTC is starting to challenge 10,000. In this round of the bull market, external incremental funds and major ETF funds are only buying BTC, while other altcoins in the secondary market are being ignored. This is why the strong get stronger. Over the past few days, we have seen strong altcoins from earlier days experience corrections, while only BTC continues to hit new highs. I still maintain this view: BTC could reach 150,000 to 200,000, and holding BTC long-term can outperform 95% of coins.
The upcoming tariff agreement announcement by Trump is a positive sign, and the 100,000 mark is imminent. If we can effectively break through the 100,000 mark, the market will officially open up. Last month, I mentioned that after all the bad news is digested, it's all good news. Who would have thought that an event worse than tariffs could happen? The market has fully digested the bearish impact of tariffs, and every country that reaches an agreement is a positive for the market. This is the most basic logic.
Therefore, the market in the second half of the year, Q3 and Q4, remains valid, and a bull market is still ahead. We just need to wait patiently. The logic of buying quality altcoin leaders more as they drop hasn't changed; just pay attention to position control!
Will there still be altcoin seasons? When will they come?
Currently, the broad market rally is still unsatisfactory and will likely need to wait for interest rate cuts before there is any relevant possibility or expectations of such cuts. Altcoins still require patience; lower your expectations. Though it's late, it will certainly come.
As for sectors, there isn't much to say. Going forward, we mainly need to look at memes and AI, as these are certain opportunities. Of course, specific coins need to be looked at individually. Regarding RWA and games, I believe they deserve some additional attention. This round needs to have something different; it can't just be various memes. Once the Ethereum ecosystem starts to regain attention, there could be related hype.
In summary, manage your positions well in the short to medium term, and in the long term, make sure to allocate some positions in certain cryptocurrencies. Some coins have shown good rebounds, such as those in the AI agent sector. Additionally, if you have time, don't miss out on opportunities on-chain, especially on the SOL chain, but don't take large positions to gamble!
BTC is starting to challenge 100,000 USD! The three major mainstream coins worth bottom-fishing could explode 50-100 times in the future!
SOL
Recently, SOL has gained popularity, with many big players and institutions on-chain. If the SOL spot ETF approval goes through, its performance will definitely exceed Ethereum, and it could at least challenge new highs! SOL is suitable for medium to long-term investment!
ADA
ADA, being a well-established public chain, is a very stable investment target. Public chains do not go to zero, and there is significant development happening, with strong fundamentals. It is reasonable to expect a 2-5x increase in the future, so now is a good time to position yourself!
AAVE
AAVE is the leader in the lending space. The recently launched V4 version supports cross-chain collateral, allowing even Bitcoin to be used as collateral. Cash flow is very stable. It has strong blue-chip attributes, and there is high lending demand in a bull market. Recently, Aave is discussing deployment on Aptos. Breaking new highs again is not a problem!
