July Market Observation: ETH Adjustment Period, Focus on Strong Altcoins!
Market trading has cooled down, the trend is weak, and trading volume is sluggish, with risk appetite declining at the end of the month.
ETH has clearly entered an adjustment period, and a medium-term correction of 300-500 points is expected. For ETH holders who have already made a profit, it is recommended to reduce holdings by half or take partial profits, waiting for stabilization to re-enter.
Next phase thinking: ETH adjustment, signs of capital rotation are emerging, with a shift towards strong altcoins and popular sectors to prepare for the next market cycle.
Focus Areas:
1. SOL Ecosystem (Strong/Funds Concentration): RAY, WIF, JUP
2. ETH Ecosystem (Valuation Recovery After Correction): UNI, AAVE, ENA
3. RWA Sector (Fundamental Support/Strong Mid-term): ONDO, MKR
Strategy: Select 1-2 of the strongest structures and most concentrated funds from the above sectors, build positions at the right time, and initiate the altcoin season layout.
Grasp the rhythm of rotation, seize the opportunity for altcoin breakout during mainstream fluctuations
