There are counterfeit seasons. Stop fantasizing. 90% of the counterfeits are desperately consuming liquidity at the bottom. They are very aware that once the price is pushed up, there will be no liquidity. Instead, there are always retail investors buying at the bottom.

Once this report is released, the cryptocurrency market may change in Q3, with three core points!

Good morning, brothers! As soon as Coinbase's report came out, the cryptocurrency market exploded!

First, let's talk about altcoins. The report suggests that Q3 might see a wave of altcoin season, with money potentially flowing from Bitcoin to smaller coins like $SOL $DOGE . However, there is a key threshold: among the top 50 altcoins, at least 75% must outperform $BTC to indicate that the market is truly willing to take risks; otherwise, it could just be a false alarm.

Next, regarding the Federal Reserve's interest rate cuts, currently over $7 trillion of retail investor money is sitting in low-yield money market funds. Once rates are cut, some of that money might surge into cryptocurrencies in search of higher returns. In the previous two rate cuts, there were increases, so if this time they really cut rates, we might see some movement. But be cautious; if the rate cut doesn’t happen in September, or if inflation rebounds, there could be short-term selling pressure.

There are also some tricks in the market. Although 80% are bullish, 7 out of 10 are bearish, indicating that some funds might use good news to offload. This kind of buy the rumor, sell the news tactic is quite common in the cryptocurrency space, so don't get overly excited just because prices are rising.

In the short term, Bitcoin may underperform, but in the long term, it remains a favorite for institutions, as liquidity spillover after rate cuts can provide support; if the ecosystem of mainstream altcoins is active, they may rise, but overvalued MEME coins are likely to correct due to speculative excess, so don’t be a bag holder; cryptocurrency stocks may rise with trading volume, but if compliance policies change, risks will follow.

In terms of strategy, observe the altcoin to BTC exchange rate over the next 60 days; if it continues to strengthen, consider gradually allocating to strong ecosystems like DePIN and AI; reduce high leverage positions a week before the rate cut to guard against volatility and losses. In the long term, choose projects with actual cash flow and keep stablecoins to guard against regulatory black swan events.

Want to get rich? Want to recover losses? Want to reap the rewards? Follow me, and I'll guide you through the main wave of the bull market!

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