In the past two days, the market drama has suddenly reversed; Bitcoin is undergoing a high-level pullback, while Ethereum is seizing the opportunity to surge past the 3200 mark, leading the charge. Although Bitcoin was still soaring just the day before yesterday, reaching as high as 123,300, it has quickly retraced to around 117,000 within just two days, and fortunately stabilized here.
Many people say this wave of decline is caused by ancient whales transferring large amounts, and on-chain data does support this: after breaking 115,000, the amount of BTC transferred to exchanges rose from an average of 30,000 to 50,000 daily. It's clear that the cash-out sentiment is starting to heat up. However, the so-called 'whale selling pressure' has only increased by a little over 3,000 coins and is not a direct market crash. What’s truly concerning is the net inflow of over 13,000 BTC on exchanges that remains stagnant — once bad news hits, these coins could drop at any time.
Recently, there have indeed been constant rumors: bills being blocked, Trump's attitude reversing, and the market is betting on the upcoming voting results. Although prices have shown minor rebounds, on-chain data indicates that existing funds have not flowed out, and the market is still in a gaming phase. Ultimately, the price of Bitcoin is more affected by retail sentiment and overall liquidity rather than the movements of whales.
ETH has taken the baton, and altcoins are collectively recovering.
In sharp contrast, this wave for ETH has truly been electrifying. After the stablecoin bill was passed, the expectations for #ETH's ecosystem were fully raised, institutional thresholds were lowered, and liquidity has improved. Ethereum has strongly rebounded to 3200; the target of 3400 is not a dream, and it may even reach 3600 or 4000!
Yesterday's article already informed everyone that Ethereum's pullback was small, indicating clear institutional involvement. Those who followed this wave have profited significantly 👉🏼Market Crash BTC? Frenzied ETH Purchase? CPI results tonight; could this pullback be a golden ambush point? This pit holds the key to getting in!
When Ethereum moves, altcoins become active. The altcoin season index has risen from 15 in June to 39, indicating that over one-third of mainstream coins have outperformed BTC. This is the familiar rhythm: BTC takes off → ETH takes over → Altcoins bloom all at once.
Now everyone's attention is shifting from the top coins to those 'that haven't risen yet but have potential.' The opportunity to ambush has arrived!
Recently, fans have been asking how to choose altcoins.
The safest strategy is to follow the leaders and trends.
The market repeatedly proves that only by choosing the right sector can you get on board.
For example:
The DeFi sector is clearly rotating: #REZ is performing impressively, #CRV is slow but in a good position, and $aevo, $cow have also shown good trends recently.
Monthly potential ambush: #sushi has always been an old friend that rises during rotations.
Low-priced coins are following a classic script: #OM has walked out a classic 'descending wedge + oversold + low price high explosion' path, doubling on the first wave before a dump, a standard harvesting script. Who will be the next OM?
The gaming sector is rising: #Alice has almost seen a 50%-100% single wave increase in every bull market. This time around 0.48, I'm entering to ambush and waiting for the explosion.
Practical Case: We have been monitoring $GALA for weeks, and it has indeed broken through the downward channel, maintaining a strong structure. The next targets are 0.0188 and 0.021.
The macro environment is changing; research and investment must keep pace.
Projects like Plasma, backed by Tether + Peter Thiel, managed to raise $27.5 million in just two months, with a market cap soaring to $500 million, indicating that the bull market has indeed returned. Meanwhile, DefiLlama's TVL rankings can provide plenty of directions, with Lido, EigenLayer, and #AAVE still being quality reference points.
If there’s no altcoin season, will the crypto market cool off by half?
One point that many people overlook is that every altcoin season is when retail investors have the strongest profit-making effect.
Although BTC has continuously broken new highs in this round, in the past few instances (last March and December) when it broke highs, altcoins surged for a few days only to crash entirely, leaving many people 'played twice,' which has now made them cautious. Search interest hasn't increased, and the discussion circles are quiet, indicating that everyone is still watching and afraid of being cut.
But if this bull market doesn't even have an altcoin season, and retail investors stop engaging, the crypto market could genuinely lose half its users. After all, without a profit-making effect, who would stick around? It would only be institutions trading large amounts, and the crypto market would become thoroughly 'institutionalized,' leaving retail investors behind.
Now is a critical moment: BTC is adjusting, ETH is soaring, and altcoins are itching to move. Having missed out on BTC and ETH in the past, don't hesitate this time. Grab the leaders, choose the rotation, follow the sentiment — be neither greedy nor overly attached to battles; catching a wave means starting from a double up.
Just because you don’t buy doesn’t mean the market won’t rise.
Just because you don’t research doesn’t mean others aren't making money.
