Overall macro outlook
Regulatory clarity: The US passed the Genius Act in July, regulating stablecoins, and we can expect the imminent approval of an Ethereum ETF — this provides a strong foundation for long-term growth.
Investor sentiment: prices of Bitcoin and Ethereum are rising amid expectations of a Fed rate cut in September. The likelihood of this is around 90%.
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Bitcoin (BTC)
Currently trading around ~$117–124k, reaching a new high of ~$124k.
Forecasts for August-September:
Potential up to $130–140k, upon breaking the support level at $110–112k.
If it holds above $125k, it could jump to $150k.
Additional drivers: inclusion of BTC in 401(k), creation of a strategic reserve in the US – these measures promote a stable influx of capital.
Conclusion: BTC looks like a reliable 'digital gold' with the potential for continued rally. On a long-term basis — upper limit of $130–150k in September.
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Ethereum (ETH)
Current price $4,500–4,800 with rapid growth — +41% for the month against +9% for the market.
Ethereum is close to a record at ~$4,865.
Growth potential up to $7,400–10,000 by the end of the year — institutional demand, ETF activation, and technological upgrades (Pectra) support growth.
Conclusion: ETH is a great buy, especially in anticipation of an ETF. Doubling or more is possible by the end of the year.
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Interesting altcoins
With stable capitalization:
Solana (SOL), XRP, BNB — in the top 5 by market capitalization, supported by institutions and news (the US placed SOL, ADA, XRP in reserve).
Cardano (ADA), Polkadot (DOT), Avalanche (AVAX) — also in the top 10 by market capitalization.
At the growth stage or with hype:
Layer Brett (LBRETT) — meme-funding + Layer-2, presale with expected growth of ×20–200 at launch.
LILPEPE, SUI, Stellar (XLM), SEI — have real potential and community support, especially LILPEPE as a meme coin, SUI & SEI — technological platforms, XLM is used for cross-payments.
Uniswap, Aave, Arbitrum, Optimism — Layer-2 solutions in DeFi with strong fundamentals.
Conclusion: a reasonable way to increase risk/return is to hold a major share in BTC/ETH, and allocate 10–15% of the portfolio to promising altcoins and Layer-2.
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Digital stablecoins
With the passing of the Genius Act, trust and transparency of reserves for issuers (USDC, USDT, etc.) have increased, reducing regulatory risks.
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Event calendar for August — September
Possible dates for macro data: inflation and Fed decisions — a likely driver for retail and institutions.
Expecting an exciting September: rate cuts + new ETFs + company reports.
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Investor's strategy
1. Core — BTC + ETH (~70–80 %): their growth is supported by institutional demand, ETFs, and regulation.
2. Altcoins (~10–20 %): choose among Layer-2, infrastructure tokens, and meme coins.
3. Stablecoins (balance): holding liquidity, entry into altcoins.
💡 Risk control: diversification, stop losses, prefer proven projects with commodity logic.
