Two major driving forces for the market in the second half of the year:

Interest Rate Cuts: Trump has been urging Powell to cut interest rates, and the expectation for a rate cut in September is now over 86%. Although it has dropped from over 90%, there is still an expectation of a rate cut. After the rate cut, the inflow of money into crypto will elevate the market to another stage.

Altcoin ETF

This momentum started in the second half of last year. Although it has not been approved yet, it is highly likely to happen in the second half of this year. Once there is momentum for approval, Wall Street will gradually shift its focus to this area. The U.S. real estate and bond markets are valued at $290 trillion and $130 trillion, respectively, while Bitcoin's market cap is only $2 trillion, even lower for Ethereum, and even more so for altcoins. After June, some consortiums have accumulated reserves, but further progress will still rely on ETFs to break through this ceiling.

Brief corrections are healthy; patiently waiting for capital rotation in the market and holding valuable assets will enable a smooth grasp of the larger direction ahead.