Dollar Weakness (DXY decrease) is supporting the entire crypto market. Prioritize long alt when DXY < 99.0.

Altcap (ex-BTC Market Cap) breakout indicates a strong capital rotation phase for altcoins. We can target mid/low cap tokens (SUI-like) to take advantage of the momentum.

BTC Dominance is in a 'give-and-take' phase with alt: if it remains < 48%, alt will still dominate; a breakout above > 49% would require a slight portfolio adjustment.

TVL is increasing steadily → signals that DeFi & multi-chain yield continue to attract capital inflows. Maintain safe farming and staking proportions.

*** SUI & Hacker

Whales have a total position of ~$6.6 B, evenly split between long/short. Recently, there has not been a large influx of SUI whales, meaning the dump after the hack has been absorbed, and whales are not aggressively selling further.

The whale flow ratio is approximately 0.5, with no spikes in inflows or outflows → the market has not reacted strongly after the hack and is waiting for a new catalyst.

Fed-risk/trust: news of the Cetus hack has somewhat reflected in the drop to 3.60; by now, the news has been digested, and prices have not dropped further.