After the interest rate cut is initiated, the macro environment is improving, and the US stock market has been soaring to new highs. In contrast, the overall situation in the cryptocurrency market is currently lukewarm, neither rising nor falling. After this period of consolidation, a change in trend is expected. The outlook and logic for the subsequent market will also return to the funding and technical aspects. Bitcoin and Ethereum are still in a stage of consolidation and convergence, and no clear direction is visible in the short term.

Because there are no signs of a top with increased volume, Sister Bei believes that Bitcoin and Ethereum still have the potential to reach new highs, but it’s also wise to prepare for the worst-case scenario. Assuming that 8月14号124474 is the peak of this bull market for Bitcoin, then based on previous history, there should be at least two to three months for other cryptocurrencies to reach their peaks, meaning the market should at least extend to the end of October or November, providing enough time to escape the peak. If a new high cannot be achieved next month, the risk of reaching a peak will increase over time; conversely, if a new high is broken, the risk will temporarily diminish. We need to closely monitor whether Bitcoin can reach a new high as this is a key signal.

In the past month, OKB surged, and BNB set a new all-time high this week. Platform coins often peak during the late stages of a bull market, and while this is optimistic, it should also raise caution. Of course, this does not mean that platform coins will peak in the short term. The rise of platform coins is good for activating market sentiment, and it is definitely a good thing that major exchanges are willing to drive up prices to bring liquidity to the altcoin market.

So the sector that will lead the rise next is definitely the ETF concept sector. October is the time window when several major spot ETFs like SOL, XRP, ADA, and DOGE are concentrated for approval. Moreover, Grayscale's comprehensive ETF has already been approved, and I believe the expected speculative market will continue. The most popular SOL is already strong enough, and Sister Bei is quite satisfied with the price of 250. She plans to gradually sell off at historical highs or by the end of next month. The market in the past month has shown that the coins related to ETFs are still worth holding, and I believe this will be the theme of the upcoming market. The rise of these mainstream coins will further stimulate the explosive season of altcoins.

Therefore, the degree of rise in the mainstream ETF market is very promising, and the chances of SOL and XRP breaking new highs are quite large. If the Dogecoin ETF is approved, it will also stimulate the overall market for meme coins, at which point the sector rotation effect will be fully activated, triggering a domino effect that ultimately leads to a flourishing season for altcoins. So everyone should grasp the main line and patiently wait for the evolution of the market, believing that great opportunities are on the way.

If there is still an opportunity for a pullback to buy in before the end of the month, Sister Bei plans to add some leading altcoins like pengu. The real account is still fully invested this week, with a market value of 2,150,000, a floating profit of 520,000, and a return rate of 32%.