Today's market is completely following the rhythm - those without patience have already been shaken out, and those eager to make quick money can easily be educated by the market. The key to the second half of the week depends on whether the secondary market can welcome a decent reversal.

  • BTC: Fluctuating upwards is the main theme.
    Bitcoin continues to move sideways with strength, no surprises or shocks. The rhythm is clear: when ETH surges, it follows suit. This kind of 'stability' is actually a good thing, indicating that large funds have not exited and are just waiting for clearer signals, avoiding the risks of sharp rises and falls.

  • ETH: Behind the strength is a shift in positions.
    While US stocks are busy 'buying, buying, buying', ETH remains the most stable in the market. Retail positions are quietly being taken over by institutions, and the holding mentality is becoming increasingly calm - this often lays the groundwork for a major trend. Once institutions have accumulated enough positions, if there is a catalyst (like ETF staking approval), the explosive potential may exceed expectations.

  • SOL: Following the market is the norm, rotation is an opportunity.
    As the younger brother among the 'three giants', SOL currently has no independent market, and even if the on-chain ecosystem is active, the price follows that of its older brothers. But don't overlook it: during altcoin rotations, tokens with ecosystem support often catch up, just patiently wait for the wind to come.

  • The White House plans to address bank discrimination, accelerating compliance.
    The White House is preparing to use an executive order to ensure banking services for crypto companies, which is a critical move - it solves the 'difficulty in opening accounts', removing the last hurdle for institutional funds to enter, and the compliance process will noticeably speed up, which is a good thing for the market in the long run.

  • Expectations for interest rate cuts by the Fed are rising, the fire for altcoin season is already prepared.
    Daly hinted that 'the timing for interest rate cuts is approaching, possibly more than twice this year', causing an immediate stir in the market, which quickly reacted. Coupled with Forbes' prediction of the 'crypto stock IPO season', funds are likely to flow back from the traditional market to native crypto projects. The spring for altcoins may not be far away; what needs to be done now is to filter for targets with ecosystem support and funding attention, do not wait until the price rises to chase.


  • Overall, the market is accumulating strength, and patience is more important than anything else. If the secondary market can reverse in the second half of the week, it is likely that institutional funds will lead the charge, closely watch ETH and compliant targets, as opportunities may arise after fluctuations.

Intra-day focus: ILA GAS AR

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