Analysis of Sectors and Altcoins

SOL Ecosystem: JTO / JUP (Established with good liquidity, consider 'T' for pullbacks). Long-term holdings in SOL.

AI Computing: FET / RNDR (Narrative is not dead, small positions for quick drops).

Ethereum Ecosystem: L2 main line OP / ARB with established DeFi UNI for rhythm.

Observation: RWA and on-chain derivatives show signs of rising, but the volume is insufficient, maintaining lighter positions.

Memo: If WCT returns to the 0.30–0.28 range, consider heavier positions.

Tonight, Powell is the stabilizing force; first control positions, then make decisions.

If hawkish again and expectations for rate cuts cool, a significant drop cannot be ruled out, but the expectations for easing in September and October are strong, and after a pullback, it will be more beneficial for rises and sector rotations.

In the three-month window, new altcoins can see three to five times returns - just be satisfied and secure profits.

Annual rhythm: September will be busier, October likely sees rate cuts firmly on the table, and December may see a symbolic additional 25bp cut; if Bitcoin approaches the 145,000–165,000 range, it’s about time to take profits.

Discipline: Light positions, low leverage, prioritize stop losses; lock in profits to protect capital; if the direction is wrong, it’s better to run than to endure.