Institutions favor Ethereum, currently a major player. The overall market is not very friendly. Market funds only buy Ethereum, while altcoins can't move at all! The market needs more new narratives to ignite, and only then can sentiment truly return.

Currently, Ethereum is in a sideways consolidation, theoretically still able to move upwards, but the focus may need to shift to SOL! Will funds rotate over, and will the narrative change? Worth paying attention to.

Back to Ethereum, although it has been strong, its imaginative potential seems a bit exhausted. The old problem persists: the market has already priced in the interest rate cut in September (25bp), and if the good news doesn't follow up (50bp), it won't be as simple as a correction; funds may withdraw from Ethereum without a direction for new capital. Then the market will enter a small downward cycle.

So at this stage, 25% of the capital has already been withdrawn as defensive funds. The strategy can be summed up in one sentence: the more it rises, the more you sell, don't be greedy for that last coin! Stick to compound interest; making money in hand is what truly counts. $SOL