Any IP is a high-risk asset. Currently, BTC is in line with the trend of the times. Compared with ancient gold, BTC is more favored by the younger generation. Winning young people means winning the future. When the millennial generation gradually takes the center stage of the times, BTC will also usher in its moment of glory.
#加密市场趋势 If the Federal Reserve is expected to cut rates two to three times according to Wall Street's predictions, then it is most likely to start in September. So, after the rebound in the crypto market in July, will August be the last opportunity to get on board this cycle? If you just view the current situation as Bitcoin at 36,000 last year, then you just wait for the altcoin market to rise from 48,000 to 73,000.
👇 When the market rises strongly like last month, profit-taking is quite natural.
RSI soars above 70. Traders exit. Then it enters a cooldown period.
But this cooling off does not mean pessimism.
Once RSI drops below 50, it indicates a momentum reset. Sellers are exhausting their energy. The chart starts to form a bull flag or range structure — a typical consolidation pattern before the next wave of movement.
This is the time for smart money to reposition.
Because once RSI rebounds from below to above 50, it usually marks the start of the second wave.
We have seen this scenario countless times:
Pump → Dump → Flag → Explosion.
The fundamentals remain bullish 💪
The sentiment reset is just right.
All of this makes an RSI below 50 more valuable, as it does not show signs of weakness...
Some popular posts claim that China is now criminalizing cryptocurrency ownership, shutting down mining, and banning all transactions.
But in reality, all of this was banned back in 2021. There are currently no new policies in place, nor any new laws passed.
The People's Bank of China has not issued any statements.
This is just another round of fear cycles, which we now jokingly refer to in the cryptocurrency space as 'China FUD'.
China's history with cryptocurrency has always been fraught with tension. Over the years, they have cracked down on mining, shut down exchanges, and encouraged people to use their own national digital currency – the digital yuan. Yet, despite this, the cryptocurrency market has managed to adapt and recover each time.
Interestingly, these 'bans' seem to appear right at market turning points, as if someone somewhere wants to shake hands with the vulnerable. While the mainland continues to maintain restrictions, Hong Kong has quietly gone the opposite way – issuing exchange licenses, experimenting with stablecoins, and even dabbling in tokenization of risky assets.
Nonetheless, certain altcoins' reactions to this China-centric news are still worth observing.
Bottom line: nothing has changed. No new bans, just another déjà vu moment.
Stay calm, stay sharp, and don't fall into the trap of FUD.
Analysis of Token Unlocking Projects in August for Reference Only
Below is a quick assessment of the main unlocking projects in August based on two dimensions: 'Short-term Pressure Level' + 'Whether It Is Worth Holding'. For ease of memory, I categorize the projects into three types: A = Can continue to hold / Seek opportunities to increase position after unlocking B = Although the unlock volume is large, selling pressure is controllable, can observe C = Extremely heavy short-term selling pressure post-unlocking, need to reduce positions or hedge ---- Category A: Core assets, unlocking may actually be a buying point 1. SUI • Unlock Volume: 56.91 M (≈2.2% Circulating Supply) • Core Flow: Series B Institutions + Early Contributors • Assessment: Series B cost is extremely low (~$0.03), but the lock-up period lasts 2 years, institutions have floating profits of dozens of times, the probability of a one-time dump is actually low; coupled with the recent ecosystem TVL and trading volume hitting new highs, if it dumps to the $0.60–$0.65 area after unlocking, can consider phased investment.
. #在加密圈 Not taking risks is the biggest risk. After entering the crypto space, are you willing to take risks? The crypto space is the field where “cognitive folding” is most intense. What takes traditional finance ten years to complete may take only ten months to cycle through in the crypto space. • Not experimenting = Not iterating: If you completely avoid it out of “fear of volatility,” your wallet may indeed be safe, but your understanding will remain at the level of “I heard Bitcoin is very virtual.” • Missing the tech wave: From BTC in 2012, ETH in 2015, to DeFi in 2020, NFTs in 2021, and L2 in 2023, each round of profit window closes in the rhythm of “not understanding → looking down on it → being too late.” If you remain a bystander, you can only slap your thigh in regret. ---- 2. “Not taking risks” ≠ “not losing,” but “not taking controllable risks.” The correct posture in the crypto space is to buy the maximum understanding at the minimum cost: • Position management: Only use money you can afford to lose (like 5% of your assets) to participate, rather than “selling your house to gamble.” • Toolbox: Learn to use cold wallets, on-chain data, dollar-cost averaging, and hedging, instead of leaving coins on exchanges “naked” for the long term. • Information sources: Follow developer communities, GitHub, governance proposals, rather than just listening to KOLs calling shots. These actions themselves are “taking risks,” but the risks are locked in a cage by discipline and technology. ---- 3. The biggest risk is the permanent exit caused by “cognitive lag.” The underlying logic of the crypto world (decentralization, composability, tokenized incentives) is restructuring the internet economy. • Not participating = Not making mistakes, but it also = Not growing. While others earn β returns through on-chain interactions, airdrops, and staking, bystanders without even a wallet address naturally cannot accumulate α understanding. • The ultimate punishment: is not losing money, but being left behind by the times—just like those who refused to use the internet twenty years ago today can’t even order takeout.
On August 2, according to Farside Investors monitoring, there was a net outflow of 812.3 million USD from U.S. Bitcoin spot ETFs yesterday, including: BlackRock IBIT: -2.6 million USD Fidelity FBTC: -331.4 million USD Bitwise BITB: -38.3 million USD ARK ARKB: -327.9 million USD Invesco BTCO: -5.1 million USD Franklin EZBC: -6.6 million USD Grayscale GBTC: -668 million USD Grayscale Mini BTC: -33.6 million USD
After a cooling period over the past two weeks, altcoins seem ready to rebound.
$SUI below $4 $LINK priced at $16 $TAO around $360 $ONDO at $0.90 $SEI below $0.30 $QUBIC in cooling mode
And more...
When the losers panic, the winners buy in.
Why bullish?
A bearish divergence has formed at a local top around $1.09 trillion.
The market is overheated → a correction is inevitable.
Momentum (RSI) is overstretched at the top.
Now?
✅ RSI reset to near oversold levels ✅ Price returned to the demand area (around $930 billion to $950 billion) ✅ A bullish rebound has formed from the bottom of the channel
Altcoins made a strong rebound in this area after bottoming out around June 23rd.
If you're confused — yes, our momentum has hit the bottom again!
👉 Why is August important?
July just became one of the strongest months in 2025 📈
New month = new inflows + reshuffling, which often leads to volatility, usually upwards.
When the RSI is low and market sentiment is weak, smart money tends to re-enter.
This rebound could bring altcoins back above the 0.236 level (around $1.01 trillion), and if the strength continues, it might retest $1.09 trillion.
👉 Now tough decisions must be made
Most winners are decided in boring or red zones.
When others panic, smart investors are prepared.
📍 A drop in a long-term bull market is not a threat 📍 This is your best risk-reward moment 📍 Waiting for green candles won’t win, but you can win by calculating the movements of red candles
You can ask here: Should I chase or position early?
Because the next round of increases may have already formed... and those who wait too long will be late again.
Let the weak hands shake, let the strong hands build.
4 months ago, in March 2025, the U.S. Securities and Exchange Commission clarified that PoW mining is not a security issuance.
This alleviated regulatory concerns and sparked new interest.
This ruling has boosted confidence in PoW networks, especially as Bitcoin's dominance highlights its reliability.
Meanwhile, PoW-based altcoins are gaining attention for their unique features and maintaining active discussions.
CZ's statements are optimistic about the long-term outlook:
Binance's CZ predicts that AI-driven payments will dominate the future, abandoning fiat currency in favor of cryptocurrencies.
PoW altcoins fit perfectly into this vision. AI systems require secure and reliable networks to autonomously process transactions, and PoW provides proven resilience.
With the integration of AI and cryptocurrency, the fast, decentralized nature of these altcoins may become the preferred choice for instant, trustless payments, aligning with CZ's predictions of a cryptocurrency-driven, AI-driven economy.
Despite the dominance of new era technologies, altcoins still have potential, and PoW remains relevant.
Let us know what PoW-based Layer 1 you currently have in your bag?
The current trend is merely to recover support levels
$ONDO stabilizing above $1 $KAS back to $0.10 $LINK approaching $20 $SUI breaking above $4 $SEI adopting a parabolic shape $CPOOL exceeding $100 million cap $ANYONE eyeing $1
This is why a breakout here is a good thing👇
➢ ETH approaching $4000 is just the beginning
Ethereum is finally showing strength again, nearing the $4000 mark, but that’s not the only story.
A real shift is happening beneath the surface.
Altcoins outside the top ten are beginning to come alive again.
The chart you are looking at is OTHERS.D, which represents the dominance of all altcoins outside the top 10
It is now breaking through a long-term downtrend.
In December 2024, when the entire market saw a rise, the market share of these altcoins peaked at 12%.
Since then, its ratio has slowly declined to a confirmed bottom of 7%.
But now… they have broken out of the range. The trend reversal has been confirmed.
➢ A $300 billion segment, with huge potential
Currently, the market capitalization of these smaller altcoins is slightly above $300 billion. However, to retest previous highs, over $150 billion in inflows will be needed.
This will only bring us back to previous peaks, not even enabling price discovery.
In fact, ETH is heating up, while these overlooked altcoins are starting to dominate, indicating that we may be entering a phase where the market begins to reallocate capital deeper into the ecosystem.
Altseason doesn’t start with meme pumps. It begins with a slow rotation.
This chart tells us that the rotation has begun.
➢ Don’t sleep on this chart
The FOMC meeting is approaching, and the likelihood of rate cuts is low, but in the current market, even a tiny dovish signal could trigger explosive gains.
If we succeed, this breakthrough in dominance could mark the beginning of a larger event.
It’s time to look where others aren’t paying attention👀