The setup for some form of altseason in H2 is looking obvious

Tariff tensions cool down

QT likely ends in H2

First rate cuts projected for September

Possible $XRP & $SOL ETFs in July/August

$PUMP TGE = shift from memes to utility

Summer dips might end up being the best time to buy

I don't expect a repeat of the 2021 market-wide pump

But some kind of selective utility season is more than likely