Tomorrow is 31/07/2025, my plan to sell in July has failed. I apologize to all of you who have followed me, feel free to criticize.
But over the long run, we will know the quality of the horse, I still maintain my viewpoint. Considering the cases of token $NEAR and $S, I am holding a lot in my portfolio.
+ NEAR: - 07/04: $1.9 - 05/05: $3.3$ (peak of May) - early June -> late June: fluctuated from $3.3 to $1.9 - from early July to now is $2.2$ - $2.7 The average entry price is not too high! + S: Fluctuating from April to July is also around an entry from $0.6$ - $0.3$ (not too high)
But overall, my viewpoint is wrong, no excuses!
The timing for selling will have to be postponed depending on cash flow... Currently, cash flow is pouring into ETH, I don't know if it's like BTC, hoping a little flows into other large-cap L1...
I still maintain the viewpoint that Altcoin Season has arrived! Waiting and being patient (but this is not investment advice)
Vietnam – a strategic market for the two 'giants' from South Korea
At the meeting with Prime Minister Pham Minh Chinh, the leaders of Dunamu Group – the owner of the Upbit cryptocurrency exchange (the largest in South Korea, top 3 globally, managing over 80 billion USD in digital assets) – expressed their desire to invest in Vietnam, especially in the field of digital assets.
Also attending, Hana Group, a long-term strategic partner of Military Bank (MB), also affirmed that it sees Vietnam as a key market.
Both committed to leveraging technological strengths to support digital transformation and enhance competitiveness for Vietnamese partners.
[NEAR Inflation Update] Today 30/07/2025, Only 40% voted YES, we need 26.67%.
There will be 2 conspiracy theories as follows: 1/ The whales are waiting until the last day to join in. Proposal will succeed. 2/ Proposal will fail...
5% inflation will not attract institutional investors. And $NEAR will move like a turtle! Bearish for NEAR!
But we must wait to see what the final result will be!
There is a big question that needs to be answered: 1/ If everyone makes a profit, then who incurs a loss? 2/ If everyone incurs a loss, then who makes a profit? 3/ How to make a profit?
In fact, the cash flow is currently still inflowing the most into $ETH, and the trading volume of ETH has also been higher than BTC for many weeks now. Fortunately, it was said that BNB breaking ATH would lead the cash flow; BNB is somewhat different because of its product, the amount of dev holding, whale holding,…the tokenomics is quite stable. ETH needs time,…collecting enough will break ATH.
Examples of organizations continuously accumulating, ETFs continuously accumulating,…will gradually emerge until sufficient…then stimulating a new ALTCOIN season will be stronger compared to BNB.
But anyway, BNB breaking ATH is a leading factor in sentiment; good coins will break ATH, each coin has different large and small sides, and will gradually depend on how the net flow is. Slowly, it will mature!
$BNB breaking the old peak will stimulate the entire altcoin market, in which the L1 system will gradually move along....Other tokens will rise and fall strongly depending on the cash flow,...
$BNB breaking the old peak will stimulate the entire altcoin market, in which the L1 system will gradually move along....Other tokens will rise and fall strongly depending on the cash flow,...
📌 Note: This is a Cliff unlock – meaning the amount of tokens unlocked at a fixed point, which can significantly impact short-term market supply and demand.
Top 10 Most Mentioned Altcoins on X (21/07 - 27/07)
Top 10 Most Mentioned Altcoins on X (21/07 - 27/07)
1. Solana ($SOL) 🌞 - Cash flow: Inflow increased by 25% due to AI and DeFi integration, reaching 8K interactions. - Reason: Strong growth in network activity and total value locked (TVL) in DeFi has attracted significant attention from the community.
2. Dogecoin ($DOGE) 🐶 - Cash flow: Reports of 500M $DOGE withdrawn from the exchange (outflow), creating 6K interactions.