Simply discuss the subsequent situation.

The market has definitely changed. All major negative factors have landed, such as tariffs. June’s interest rate cuts are almost a certainty (70%). The market consensus is returning to a state of crazy acceleration.

After taking a look around, the proportion of those missing out beside me is at least 60%, and Bitcoin is still strong, with Ethereum leading the charge. The core factor behind Ethereum’s surge is simple: it has dropped too much and too thoroughly, basically all the old OGs have completely lost faith, with countless people getting off the train (I also admit I suffered a big loss). So now Ethereum is very healthy and has huge potential for growth.

Bitcoin doesn’t have much to say; it belongs to another species. It wouldn’t be surprising if it reaches 150,000 or 200,000 in the second half of the year; it has that strength and potential. However, Bitcoin is no longer suitable for more than 90% of the market, or rather, 99% of people won’t buy Bitcoin because they can’t afford it. It’s that simple; it’s another species. Huge capital giants can no longer harvest retail investors like you and me from Bitcoin.

Next up is altcoins. The previous two rounds of widespread altcoins rallies are unlikely to occur. Firstly, the four-year cycle has been broken, and secondly, there are too many junk tokens in the core market, which can be understood as the ‘penny stocks’ of the US market. The top ten or top hundred tech giants in the US have continuously risen for 20 years, while penny stocks endlessly plummet into the abyss. Therefore, the choice ahead is definitely more important than effort.

Purchase projects with strong fundamentals that truly have the strength to lead the market, or altcoins that the community is genuinely building consensus around.

Currently, the leading ‘dog coins’ SOL (Bonk) and ETH (PEPE) are the most typical examples, with funding and community all being very strong. As for BSC’s dog coins, after thinking for a few days, there’s no clear leader. BSC probably only has temporary dog coin leaders, in the areas where scammers are the most rampant, which can be monitored in the future.

Let’s talk about BNB. The facts from the past six months have once again proven that when almost all exchanges in the market are useless, only Binance can wave the flag and stir up the clouds! Moreover, BNB is the second most stable token in the entire cryptocurrency circle, second only to Bitcoin. So hold it with peace of mind; there will be new enablements or gameplay in the future.

The main line for the second half has already emerged. Whether it’s interest rate cuts or massive liquidity injections, no one thinks that in the era of China’s crazy liquidity, the Americans won’t also inject liquidity, right? Quantitative easing only has one progenitor and unique leader, which is the US. No other country can play this game better than the US, so the huge pump is always on the way. Surviving until that day is the only thing that needs to be done.

I only talk about results. The most optimistic time for the market is from July to October, which is a quarter where it’s highly likely that no one can catch up with the market. All fundamental aspects will be mature by then. Before this, there is only one thing to do: stay on the train.

This time’s surge, Bitcoin has once again broken through 100,000, Ethereum at 2600. The most discussed in the market is missing out. I’ve told my friends around me no less than three times: in any market, at any price, in any financial market, if you think it’s a bear market and there’s no hope, then immediately clear your positions and leave. Go back to work properly.

If you believe that the bull market hasn’t arrived yet or are optimistic about the future, the only thing you need to do is stay on the train, regardless of the price.

Without chips, it doesn't matter if Bitcoin is at 1 million dollars tomorrow.

Therefore, you must have chips. High-quality large-cap altcoins have a chance to increase 3-5 times in the second half of the year, while undervalued altcoins with market caps in the tens of millions to a billion could also rise by 10 times starting from there. No one knows exactly where it can reach, but you must throw yourself into it. Looking will always make you poor; only doing will yield results.

Wishing everyone prosperity.

2025.5.12 Whale $BTC $ETH $BNB