🌞7.9 Market Analysis | Market Fluctuations Nearing End, Awaiting Policy Implementation

Good morning, brothers. The current market is still in the consolidation phase, but market sentiment is gradually stabilizing.

1. Brief Analysis of the Macro Situation

Yesterday, Trump publicly criticized Federal Reserve Chairman Powell again, accusing him of "misleading Congress" and demanding his immediate resignation and the initiation of interest rate cuts.

The tax increase deferral period has been extended until August 1, marking the official opening of the second round of tariff negotiation window.

Despite the influx of news, global stock markets reacted calmly, indicating that the market has already fully anticipated this and priced it in.

2. Positive News for Crypto: ETF Fast-Track Channel About to Open

The SEC is considering establishing a fast approval framework for ETFs, with a draft expected to be announced this month.

Once implemented, it will significantly accelerate the listing process for non-Bitcoin assets such as SOL, DOGE, LTC, with potential inflows of funds not to be overlooked.

Strategy Suggestion: Consider maintaining a light position of up to 10% for related concept coins.

3. Market Judgment: Consolidation Progress Exceeds 90%

If it weren't for the short-term panic triggered by last week's "ancient whale" asset transfer, BTC might have already surpassed 110,000.

Currently, BTC's technical indicators remain strong, and the pullback process is forming a continuation structure.

4. Focus Points for the Next Stage

The implementation of tariff policies will become a key ignition point for the market, and we need to continuously monitor the negotiation progress between the U.S. and major economies like Japan, South Korea, India, and China.

5. Position Suggestions (Medium-Term Holding Strategy)

#BTC : Core allocation, hold patiently.

#ETH , #BNB , #SOL : Each can allocate 5%-10% of the position.

Other altcoins: Total position should not exceed 10%.

Overall Principle: The total holding of other currencies besides BTC should not exceed 30%.

Intraday Focus: $MAGIC $BANANAS31 $SYN