The whole internet is watching ETH break its peak, but BTC and BNB have quietly reached new highs.
This round of bull market structure is extremely differentiated, many established mainstream coins are still far from their previous highs, even by a factor of two or ten, while obscure coins have dropped by hundreds of times and are simply out of the game.
The gameplay has changed—holding the leaders, ETF concepts, crypto treasury, or strong resource projects, while clearing out altcoins that haven't been in the news for half a year.
With the expectation of interest rate cuts in September materializing, sentiment is high, and both the US stock market and the cryptocurrency market are soaring.
Last night, the new coin stock Bullish surged 200% upon listing, with a market cap exceeding 15 billion USD, replicating Circle's trend.
ETH remains the core, the strategy is to heavily invest in leaders, take small positions on altcoins, and aim to stimulate the push towards coin stocks; large fluctuations are difficult for liquidation.
