Currently, the costs of these listed companies are basically in the range of 3500-3700, while the cost of MicroStrategy's Bitcoin is 73000. In terms of percentage increase, Bitcoin is at 50%, and according to the institutional estimate of 50%, it should be around 5000 for a normal estimate. Ethereum rebounded this morning from a low of 4060, and the support range shared a couple of days ago of 4050-4150 is basically consistent.

Talking about cost-performance ratio, positions below 4100 are undoubtedly among the better cost-performance positions recently. The probability of interest rate cuts in September has now reached around 80%, ensuring certain liquidity easing.

The current thinking is to see if the altcoins in your previous watchlist have reached the expected support range. Based on my observations, for IP, under the entry condition of 5.4, it has been hovering around the bottom of 5.4, and I have entered a portion at the current price of around 5.5, while the rest has not yet reached the cost price, so I will increase my holdings in IP and hold the rest.