Buy the dip in July, a major market rally may come in August–September!
These four signals are worth noting:
1. Geopolitical cooling: The ceasefire between Israel and Palestine has taken effect, the Russia-Ukraine situation is stabilizing, and risk premiums are rapidly shrinking.
2. Inflation cooling: Oil prices dropped over 10% in the week following the ceasefire news, and the Case-Shiller home price index has declined for two consecutive months.
3. Rate cut expectations rising: Several Federal Reserve officials hinted at "preemptive cuts," and the market bets on 2–3 more cuts this year.
4. Tight supply: The BTC balance on exchanges has hit a historic low, with an outflow of 3,000 coins this week, leaving retail investors with very little supply.
Operational Strategy
In July, build positions on dips; those with accounts ≥ $100,000 can boldly increase their stakes.
Focus core positions on BTC and the "four major mainstream coins," while observing altcoins with light positions.
Once the market rally starts in August–September, gradually raise target positions in batches, and avoid missing the main wave by being out of the market.
