After experiencing 2 rounds of bull and bear cycles, an 8-year veteran analyzes the layout strategy for altcoin season.
The altcoin season has officially begun. BTC's market cap percentage is declining; institutions are buying BTC while retail investors are entering altcoins. The layout strategy for altcoin season is as follows: Diversify layout across sectors and spread investments; if one side is dim, the other side may shine. Six major popular sectors 1. Meme sector (In the last bull market, I invested in Doge, made ten times profit, then bought Shib. After earning from Shib, I diversified into animal coins, buying Big Pig and RACA. The asset peak for the meme sector reached over 5 million. Small investments can yield high returns. The layout strategy for the meme sector is strong narratives, strong players, and a thick pool.) 2. DeFi sector (The leader is UNI; other DEXs on different chains are also good. This time, the SOL chain's RAY, which I invested in, has significantly outperformed UNI. A sector can be paired with one leader + 2 dark horse coins to increase overall return rates. The subdomain RWA is also good.)
I want to quit, is there any news? Why did it suddenly drop so hard? I was just about to go to sleep. Now this happens, how can I sleep? If it crashes this time, I'll just deactivate my account and stop playing. I trusted this market so much, but this market has disappointed me again and again.
Sold about half, the big players just doubled to take profit and break even!
Binance News
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Large investors sold 5299.5 ETH at an average price of $4453
According to PANews, on-chain analyst Aiyi detected that a large investor, who has held ETH for over six months, sold 5,299.5 ETH (equivalent to approximately $23.6 million) at an average price of $4,453 over the past 20 minutes. The funds came from three addresses, and they accumulated a position of 9,154 ETH in batches between February and March 2025 at an average price of $2,218.6.
The 401 bill has been passed, there is 12.5 trillion U here, if it enters the crypto market by 1%, that means 125 billion U of liquidity!
Trump signed an executive order on Thursday allowing private equity funds, real estate, cryptocurrencies, and other alternative assets to be included in 401(K) retirement accounts. Trump's executive order will instruct the Labor Department to reassess the guidelines for alternative asset investments in retirement plans.
With one more vote for interest rate cuts, a rate cut in September is more stable. Pay attention to the CPI data on the 12th next week. President Trump has appointed the current Chairman of the Economic Advisory Council, Stephen Moore, as a Federal Reserve Governor, with a term ending on January 31, 2026.
Trading Strategy: For spot trading, hold tight until after the rate cut on September 17, and adjust based on the situation. For contracts, go long on strong currencies, follow the trend!
Non-farm data is favorable, the bull market continues! Employment at 73,000, unemployment rate at 4.2, below expectations! Probability of interest rate cut in September rises
Not a big problem, tariffs will be unfavorable on August 1st
Zt12
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Have already reduced my position several times, just don't want to cut everything. Once had an opportunity to escape, but didn't leave. Who can save me?
Medium to long-term market, the bill is implemented, after the interest rate cut in September in the second half of the year, the money printing mode begins.
Short-term market, interest rate meeting on July 30, tariffs on August 1, two potential negative factors, high probability of adjustment in early August, operate with caution!
Stablecoin bill passed, hold on tight, big money printing!
The U.S. House of Representatives has passed three cryptocurrency bills On Thursday local time, the U.S. House of Representatives passed three pieces of cryptocurrency-related legislation: the CLARITY Act, the GENIUS Act, and the Anti-CBDC Surveillance State Act. The CLARITY Act and the Anti-CBDC Surveillance State Act will be sent to the Senate for review. The GENIUS Act is expected to be officially signed into law by Trump on Friday local time.
Waiting for Trump's signature, stablecoin bill, massive liquidity!
On July 17, the U.S. House of Representatives passed a procedural vote on the cryptocurrency bill, establishing the rules for the GENIUS Act, CLARITY Act, and the Anti-CBDC Act. The final vote is expected to take place this week. This vote passed with a narrow margin of 215 to 211. Note: This procedural vote is not a direct vote on the GENIUS, CLARITY, and Anti-CBDC bills themselves, but rather determines the process and rules for when these bills are formally debated and voted on in the House, known as the 'motion to proceed' or 'rule vote'.