The first person to hold 2.6 million public positions in altcoins, confident after experiencing two bull markets.

The altcoin season rhythm has been confirmed, and the main upward wave is accelerating! A rate cut in September is basically a done deal, and a violent bull market is about to arrive.

The signals from the past two days have been very clear: Ethereum has quickly recovered its previous losses in just a few days and is currently very strong, while Bitcoin is still consolidating at a high level. This structure of 'BTC stabilizing, ETH pulling strong' is a typical rhythm for the start of the altcoin season. More importantly, Bitcoin's market share has dropped from a high of 63% to 58%, and 5% of liquidity is continuously spilling over into the Ethereum and altcoin markets.

Current Bitcoin consolidation is not a sign of weakness but rather that the main forces are building a larger central accumulation at high levels. There is a lack of direct news to stimulate a Bitcoin surge in the short term, but the real big event is the anticipated first rate cut by the Federal Reserve on September 18. Historical patterns tell us that significant positive news never leads to a price increase only after it happens but is instead anticipated and speculated on a month or even earlier in advance. In other words, August is the explosion window for the recovery of altcoin prices.

The strength of Ethereum has not diverted the investment heat; rather, it has acted as an emotional trigger, driving the rotation and rise of mid- and small-cap coins. The path of the main forces is very clear: first, lift the leading coins to elevate the overall valuation and market sentiment, and then release liquidity to more targets, creating a chain reaction of wealth effects.

In the coming month, we are likely to see two alternating rhythms:

1. Rapid recovery phase—some altcoins may surge 30%-50% in the short term, signaling concentrated capital efforts;

2. Consolidation phase—accompanied by profit-taking leading to a brief pullback, but the bottom price will continue to rise.

In terms of strategy, this is not the time to chase highs but rather a golden phase for making waves and deploying low buys. August is the month for expectation realization, while September is the month for rate cuts to take effect. The real winners are those who position themselves ahead in the capital rotation trajectory rather than those who rush in when the market is noisy.

Conclusion: The main upward wave of the altcoin season is about to arrive, and the next 30 days are the most worthwhile period for capital spillover. Maintain a steady mindset, grasp the rhythm, and buy low to replenish positions to capture the maximum benefits of this round of market movements.