A new week begins! Is the market recovering or just a fleeting moment?
1⃣ BTC and ETH have stopped falling and are rebounding. #ETH and #SOL are showing significant strength, with BTC's market share at 61.2% and ETH only at 11.5%, leading to increased sector differentiation.
2⃣ Altcoins are racing ahead: #ENA rose 17% in one day, #PENGU surged over 10%, but don't forget there are large unlocks this week: ENA unlocks $95 million, #IMX $12 million, #MOVE $6.5 million, which may amplify volatility.
3⃣ Brother Sun has successfully taken flight! He traveled for 10 minutes aboard a Blue Origin rocket, becoming another Chinese representative in the cryptocurrency space after Wang Chun, with a ticket price of $28 million.
4⃣ The US version of the ETH spot ETF saw a net inflow of $150 million last week, but on Friday alone, there was a outflow of $152 million, showing that the rebound sentiment can change at any moment. Tonight, pay attention to the performance of "reserve concept stocks."
5⃣ #Grok humanoid companions are trending! After Musk retweeted related content, #ANI surged 60% in 6 hours, with FDV returning to $40 million, and the ecological leader remains #USELESS (FDV $248 million).
6⃣ #TRUMP has issued a new coin! The Trump Group disclosed the "Truth Coin + Wallet" plan, with the coin currently priced at $8.88, which will become the main axis of his crypto campaign.
7⃣ After Trump called for investments, #VINE initially surged, then violently plummeted to half its value—a typical scene of a dogecoin pump and dump.
8⃣ The Base ecosystem continues to be lively: #Zora fell 30% in two days but saw an explosive number of coins issued, with interest surpassing PumpFun; #Clanker, #BNKR, and #DBR are performing actively; #JUP's trading volume is recovering, pay attention to the rotation rhythm.
Operational Strategy Tips
🔹 Short-term macro drivers: CME data shows the probability of a rate cut in September has risen to 80.3%, up from only 41.3% before non-farm data, providing positive support for rebound expectations;
🔹 Mid-term structural recommendations: #CEX generally adjusted, positioning in blue chips that have established reserve warehouses is more certain, with #BTC, #ETH, #XRP, #BNB, #DOGE, #SUI, #SOL, #ENA being key focus objects;
🔹 Strong rebound targets: This round, #ENA has risen nearly 20% from the bottom, and the renewed interest in DEFI can be tracked sustainably.
