Can the upward trend continue in the second half of the year? Is the market view becoming more cautious?
1. Policy aspect: The Federal Reserve's interest rate cut expectations may pose potential benefits for crypto assets.
2. Funding aspect: The Bitcoin allocation process of traditional financial institutions has not yet concluded.
3. Sector aspect: There are rotation opportunities in fields such as AI, GameFi, and infrastructure.
However, risk factors have also significantly increased: Against the backdrop of substantial previous gains, any regulatory negative news, on-chain security vulnerabilities, or sudden macro events could trigger a rapid market pullback.
