The current total market value of cryptocurrencies is approximately $3.4 trillion, with Bitcoin's market value around $2 trillion. Assuming the price of Bitcoin is $200,000, the market value would be about $4 trillion. This would require the Federal Reserve to lower interest rates and inject liquidity to achieve. Until then, being able to consolidate is fortunate; a rise might only touch $120,000 to $130,000. However, assuming there is a pullback, it could lead to a collapse of altcoins (which has been validated once). The upside potential is currently very small, but during a downturn, altcoins will have no bottom, which is also why I have been holding cash.

When the time comes to build my position, I might heavily invest in ETH. Currently, ETH is valued at $289 billion, which I believe offers great value compared to BTC. I hope opportunities arise soon; I can't wait. I still prefer the times when I was fully invested, filled with hope for the future every day.