Investment Strategies Under New BTC Highs
Short-term Hedging: Pay attention to changes in BTC dominance; if it breaks 65%, be cautious of further declines in altcoins.
Mid-term Layout: Monitor indicators like ETH/BTC exchange rate and USDT.D; if ETH/BTC breaks 0.04 or USDT.D falls below 4%, it may signal the start of altcoin season.
Track Selection: Prioritize strong narrative sectors such as AI, RWA, and chain abstraction, and avoid copycat projects with no fundamental support.
The current market is in a "BTC Solo Dance" phase; although the altcoin season is late, it may not be absent. Patience in waiting for liquidity improvement and narrative resonance may be the key to winning in the second half of this bull market.
