Let's talk about the recent market judgments

Yesterday, Robinhood launched stock market tokenization, directly using the ARB L2 system

If there's anything to go long on recently, consider ARB

Then there's BTC, whether it's MicroStrategy, stock market tokenization, or interest rate cuts, all these favorable factors benefit BTC

So I believe BTC will have a wave of upward movement in July

ETH's recent trading volume is on par with BTC, and I think the probability of ETH rising is also quite high

However, stock market tokenization, meme, RWA, these are essentially diluting the liquidity of altcoins

Under the premise that ETH does not skyrocket, I am not optimistic about the arrival of an altcoin season

Furthermore, I believe an altcoin season is very difficult because there are too many coins now; what kind of funds would be needed to buy for an altcoin season to happen?

Finally, let's talk about possible recent operations: long ETH, short high market cap altcoins, that's it

The pink Xiaomi is really cool!!!!