Market Express: SOL Soars 13%, Bull Market Rotation Continues
As predicted last week, the market has opened a rotation trend on schedule. SOL surged 13% today, confirming the trend of funds shifting towards quality altcoins. Behind this wave of increase are dual positive factors:
1. Macroeconomic Conditions Continuously Improve
U.S. CPI is below expectations, with the probability of a rate cut in September rising to 85%
The current BTC price of $120,000 primarily reflects positive policy factors (ETF approval, political endorsement)
Key Projection: If the rate cut materializes, traditional institutional funds + pension funds entering the market will create a double whammy effect.
2. Funding is Ready to Take Off
New pension policies may bring in a potential increment of hundreds of billions of dollars (10% allocation exceeds $300 billion)
On-chain data shows: The proportion of BTC held for over 1 year has reached 68% (23% higher than during the 2020 bull market)
Exchange ETH balances have hit a five-year low.
Hold BTC/ETH core positions.
Focus on allocating SOL, BNB, and other institutional-preferred assets.
Bull markets often experience sharp declines, but the trend is hard to reverse.
Remember, in the face of a trillion-dollar capital influx, going with the flow is the way to succeed.
