Bitcoin breaks $120,000: need to reduce market cap share from 64% to below 60%, triggering funds to flow into altcoins. The current range of $104,000 to $120,000 sees intense bullish and bearish battles, with a breakthrough requiring macro policies and institutional funds to cooperate. Ethereum stabilizes at $2,650: after a 38% rebound in the ETH/BTC exchange rate, $2,650 becomes a key resistance. Stabilization can activate Layer2, Restaking, and other ecosystem co-benefits, otherwise dragging down the entire market. Macroeconomic policy catalysis: The Federal Reserve's Q3 interest rate cut expectations combined with the Trump team's push for crypto compliance need to reverse institutional bias against altcoins. Time window and risk: Late June: The Bollinger Bands are tightening, and the Federal Reserve's interest rate resolution coincides with BTC options expiration. If BTC breaks through $110,000 with volume, the ETH ecosystem may initiate first. Early July: Historical patterns show that 3-6 months after halving is a peak season for altcoins, combined with Ethereum's Pectra upgrade, AI, and DePIN sectors may explode. However, caution is needed for the over $300 million unlocking pressure from ARB, OP, etc., and small-cap coin liquidity traps. Operational strategy: 60% position allocation in blue chips: choose projects like LINK, DOT, etc., that have completed token unlocks and have ample liquidity, avoiding large unlock targets in June and July. 30% to ambush undervalued sectors: AI Agent, RWA, and other policy-backed areas, set a 15% stop loss to prevent zero-risk. Right-side chasing signals: when BTC breaks $110,000 and ETH's daily trading volume suddenly increases by 50%, chase into high beta coins like PEPE. If BTC falls below $104,000 or ETH drops below $2,550, immediate position reduction is needed to hedge. Current market sentiment is similar to the bottoming periods of June 2017 and May 2021, patiently laying out quality targets is key to excess returns. Opportunities are fleeting, corrections are imminent, and bottom-fishing in spot markets awaits you to seize profits from altcoins! Doubling is not a dream; click on the avatar to follow me and join the bull market feast!