This time, the tariff negotiations have been extended by three weeks, giving the negotiations more time; the market will not be scared by tariff news for the time being. Now, the market cares more about the results of the tariff negotiations, and it seems that there has been little reaction to some of the episodes during this process.

In this round, it is clear that only Bitcoin is in a bull market. Only when Bitcoin is stagnating at a high level will funds, driven by the desire for higher yields and a speculative atmosphere, boost altcoins. Therefore, you must ensure that you hold the core of altcoins to capture the liquidity premium of Bitcoin.

In the second half of the year, the focus will likely be on interest rate cuts and stablecoin narratives.

Grasping one of these narratives could elevate you to the next level; the second half of the year will test cognition and execution ability.