Bitcoin is in a high-level consolidation, with more companies buying large amounts of Bitcoin, pushing towards $110,000. However, everyone should be cautious about the upcoming July, as uncertainties regarding tariffs still exist. How Trump will express himself on July 9 is still unknown. If tariffs are reinstated, it will be a short-term negative for the crypto market.
After the July tariff policy, there has basically been no negative news, followed by positive news such as interest rate cuts and stablecoin legislation. So everyone should be patient and quietly wait for the flowers to bloom.
LTC
Litecoin (LTC) rebounded 4%, reaching a high of $85.13, with trading volume exceeding the 20-day average, indicating investor confidence. Easing geopolitical tensions and the SEC's review of LTC's spot ETF (with an 83-95% approval probability) have boosted demand. Coinbase launched cbLTC, pegged 1:1 to LTC, integrated with Ethereum Layer-2 DeFi, enhancing usability. The bullish target is $224 by the end of 2025, but some analysts believe the rebound may be due to short covering, so regulatory and market sentiment should be monitored.
LAYER
Solayer is a re-staking protocol in the Solana ecosystem that allows users to stake SOL or LST through the InfiniSVM framework, ensuring the security of decentralized applications and earning additional income. LAYER price is $0.705, up 4.5% today, 14% for the week, stabilizing in the $0.67-$0.72 range, and standing above the 200-day moving average. The Yield+ strategy launched on Binance Wallet unlocks $600,000 in LAYER rewards, incentivizing staking and enhancing the influence of the Solana ecosystem to attract DeFi investors.
BCH
BCH price fluctuates in the $450-$500 range, with key support at $440-$456 and resistance at $500-$640. Recently broke through the lower edge of the descending channel ($456) and formed a V-shaped reversal.
BCH is currently in a major upward wave on the monthly chart, unstoppable. BCH has been in a state of accumulation for the past 1-2 years, especially in the last 2 months. Target: $500-$640. In the long term, its low fees and high throughput characteristics make it competitive in the payment field.
GOR
GOR innovates the VC coin model, launching tokens first while refining products and financing. The holding addresses once reached 20,000, with a significant reputation, belonging to Solana's new project 'Golden Dog.' Currently, the daily line has pulled back to a bottom of $15.3, and after a low-volume pullback, the 4-hour line has formed a large bullish candle, confirming the end of the adjustment and entering the 5th wave of an upward trend, expected to challenge previous highs after short-term correction.
The last three suggestions for you, who are feeling lost.
1. Clarify how to use money: If you have time and energy, you can divide your money into three parts—50% for long-term investment, 30% to play with short-term on platforms, and 20% for a gamble; if you lose, consider it tuition.
2. Don't always focus on coins: If you have coins, you should be aware of your situation; if you don't have coins, don’t dwell on it all day. The highest realm is to jump out of this circle and not be bound by it.
3. Learn to wait: Waiting is not wasting time; it’s about figuring out who you are and what you want to do. Opportunities will come; don’t rush.
Summary: Learn more and observe more; the mindset is key.
Coin selection skills: 4 core screening dimensions.
1. Fundamental analysis
Project team and background: Whether core members have successful experience in the blockchain industry (e.g., involvement in well-known projects like ETH+, SOL+). Whether investment institutions include top venture capital firms like Sequoia Capital+, A16Z+.
Technical logic and application scenarios: Whether it addresses industry pain points (e.g., Layer2+ solves high gas fees of Ethereum), code open-source activity (GitHub submission frequency), and whether it has passed third-party audits.
Track heat and competitive landscape: Prioritize leading projects in niche tracks (such as AI + blockchain, RWA track), and avoid projects with severe homogenization and no competitive moat.
2. On-chain data verification
Distribution of holding addresses: A healthy situation is when the top 100 addresses (whale wallets) hold less than 40%, avoiding highly controlled coins. On-chain activity: Daily new address count, DApp trading volume (e.g., for GameFi projects, focus on player retention rate), data can be tracked using tools like Nansen and Dune Analytics.
3. Market sentiment and capital flow.
Social media heat: Short-term bursts in Twitter discussions, daily active users in Discord communities, and Google search index (Google Trends).
Capital rotation rules: In the early stages of a bull market, prioritize allocating to BTC+/ETH, and in the middle to later stages, pay attention to altcoins catching up.
4. Token economic model.
Inflation/deflation mechanism: Whether staking rewards lead to excessive issuance (e.g., be cautious if the annual inflation rate exceeds 10%). Whether the burn mechanism significantly reduces circulation (e.g., BNB quarterly burn).
Unlock period: Avoid large unlocking projects within 1 year, such as the concentrated release of early VC holdings that may trigger selling pressure.
02
Buying strategy: 3 types of scientific position-building models.
1. Pyramid-style cost-averaging +
Usage scenario: Bottom consolidation phase.
Operation: Invest 20% of funds in the initial position, add 30% for every 10% drop (e.g., BTC drops from $30k to $27k), reserve 10% to deal with extreme black swan events.
2. Trend breakout strategy +
Technical signals: Weekly level breakout of the descending trend line + trading volume expanding more than twice (e.g., SOL rose 400% in 3 months after breaking the $24 resistance in October 2023).
Position allocation: Buy 50% at the moment of breakout, add 30% when confirming support on the pullback, and reserve 20% for trend continuation.
3. Event-driven layout.
Major positive events: Mainnet launch (e.g., APT), inclusion in Coinbase's listing plan, protocol upgrades (e.g., ETC halving). Time window: Ambush 1-3 months before the announcement, using the 'buy the rumor, sell the news' principle (refer to the price movement before the 2021 DOT parachain auctions).
