Everyone understands that the current decline is rooted in the escalating situation between Iran and Israel.
The market is brewing a larger script: the Strait of Hormuz blockade crisis. Approximately 20% of the world's oil is exported through here, and once it is closed, oil prices will soar, wars will escalate, and the U.S. will certainly not sit idly by.
At the same time, Trump's tariff policy, the Russia-Ukraine war, and other geopolitical risks are also releasing uncertainty, with market trends increasingly relying on news-driven factors.
But ultimately, it is capital that decides market trends. Without the support of capital, no amount of good news is just theoretical.
Do you remember the last bull market?
Any random altcoin could skyrocket by dozens of times, but that was an illusion built by retail investors; today, the market truly values whether institutional capital is entering and whether there is policy support.
Once we see institutions building positions + the Federal Reserve signaling interest rate cuts, the next wave of a bull market may begin!
However, this time is no longer the “blind all-in” era of the previous cycle.
The market is reshaping, and only quality projects will return as kings.
Some long-established coins are destined to be eliminated, even to zero; while truly valuable projects will stand out after the reshuffle.
The market is changing, and our thinking needs to keep up. Understand the cycle, embrace the main line, and then there is a chance to seize the next big market trend!