Originally I thought that once the bill failed and the rate hike was already in place, $BTC should at least pull back to 71,000. But when I woke up and checked, it simply couldn’t drop—so I just went in.

Next, for the rebound, I’ll first look for 88,000 and above. I’m not so sure about 100,000, but it will definitely need another upward push in October. When it retraces, I’m planning to buy UNI and ARB (the coin-and-stock main theme), NEAR (people are calling for it), and PENDLE (riding the coin-and-stock hype—it hasn’t really kicked off yet).

For the big main theme, it’s the coin-and-stock sector. For the secondary theme, it’s on-chain innovation, plus the storyline built around BNC.