The current market focus is not on trends (100% bull market and altcoin style slightly leading)

Mainly on stock selection

Altcoin season/festival? Is it important? Not important, this style should continue

We are now in the mid to late stage of the entire macro cycle

Narratives are few and concentrated, at least this is an observable situation

Buying ETH, ENA, SOL, WLD, pump, hype is the bull market experience

Others are weak, even BTC seems to be in a bear market