Publicar

In this round of the crypto market, what has truly become ineffective is not "altcoins," but the old-style broad rally logic of "BTC rises, the whole market rises together." Currently, BTC's market dominance is about 58.8%, the CMC altcoin season index is only 36; the total stablecoin market cap is about $300.6 billion, with only a 0.22% increase in the past 7 days. This means the market is still dominated by structural rotation of existing funds rather than a full Risk-on. More notably, the US spot BTC ETF saw net inflows for five consecutive trading days from August 3 to 7, totaling about $854 million, indicating institutional funds still prioritize allocating to high-certainty assets. Therefore, the most important thing to review now is not guessing the "next 100x coin," but confirming exactly where the funds have gone: trading volume, on-chain activity, stablecoin inflows, and whether narratives can be fulfilled. Currently, I am more focused on three main lines: BTC as the core pricing anchor; highly active public chains like SOL; RWA/income-generating DeFi and AI computing infrastructure. Solana currently has about $1.37 billion in 24h DEX trading volume and about 2.01 million active addresses, with actual usage data still outstanding. Before BTC.D shows a clear turning point and the altcoin season index continuously rises, small coins are more pulse trading rather than a full bull market. The next phase will not be about "the boldest money," but about the money that identifies fund migration earliest. $BTC #现货ETF资金回流，BTC与ETH能否接力？ #AIMemorySelloffEases #BTCETHETFInflowsReturn #SpaceXShortCovering