On the evening of August 5th at 7:30 PM, the seventeenth episode of "Trading Star Tuesday" was broadcast live on Twitter Space, offering a wealth of market discussions for cryptocurrency enthusiasts. The program was hosted by digital asset professional Qie Ge, who invited four guests: Coral, the ambassador for Citrea's Chinese community; Big Brother, the promotion ambassador for HTX DAO; A Shen, co-founder of RITD Lab; and Abigail, founding partner of M&W DAO, to analyze market dynamics and future trends, providing a blend of professionalism and casual conversation.
As a regular public welfare program of Techub News, "Trading Star Tuesday" focuses on cutting-edge insights from industry veteran traders and project leaders. Qie Ge humorously opened the show, admitting that after a week-long pause due to an event in Hong Kong, the market is currently in a mid-term consolidation phase, with Bitcoin experiencing significant volatility and Ethereum trading volume remaining high. The guests engaged in heated discussions about market trends, the impact of tariffs and interest rate cuts, and the outlook for a bull market, offering diverse perspectives to the audience.
First Round of Market Sharing: Finding Opportunities in Volatility
Big Brother: Short-term bullish on Ethereum and Dogecoin, focus on mainstream and new coins
Big Brother pointed out that the current market resembles early 2021, with Bitcoin experiencing severe fluctuations (dropping three to five thousand points before rising two to three thousand points). He suggested paying attention to the more volatile Ethereum and Dogecoin. Ethereum may break through its previous high of 3939 points, and Dogecoin also has potential for a rally. When market sentiment is stable, funds tend to favor mainstream coins (Ethereum, Dogecoin, Litecoin). He reminded that contract trading carries high risks and advised cautious operations with mainstream coins, as well as researching new coins and Alpha projects, waiting for airdrop sell-off pressure before entering the market to profit by following the market makers' rhythm.
Coral: The market is like a roller coaster; retail investors need to be cautious
From the perspective of a "big retail investor," Coral described the July market as a "roller coaster," driven by uncertainties from U.S. employment and non-farm payroll data. Bitcoin remained relatively stable, followed by Ethereum, while altcoins experienced significant volatility, leaving retail investors anxious. She believes that a major drop presents a buying opportunity, but timing is difficult to grasp, so she advised closely monitoring market dynamics and operating cautiously.
A Shen: Focus on key levels for BTC and Ethereum
A Shen combined macro and on-chain data analysis, pointing out that the downward revision of non-farm payroll data leading to a short-term pullback is normal and not a significant negative. In a bull market, BTC is expected to break through key levels (90,000, 100,000) first, followed by Ethereum and altcoins catching up. Currently, the Ethereum/BTC exchange rate (0.033-0.034) is under short-term pressure, but it may reach above 0.05 in the long term. The altcoin season index rose from 25 to 55, with some coins (like Uni, ENA) experiencing rapid gains before retreating. Institutions continue to buy BTC and Ethereum, with BTC's cost price at 106,000 and Ethereum at 3000-3100 as accumulation points. He suggested paying attention to the Ethereum ecosystem (IV, Uni, CRV, ENA) and interest rate trends in October.
Abigail: Healthy pullback; strong correlation between the crypto market and U.S. stocks
Abigail analyzed from a macro perspective, noting that recent interest rates have remained at 4.25-4.40, and the failure of interest rate cut expectations has triggered an emotional pullback, but this is a healthy adjustment. The crypto market is highly correlated with U.S. stocks, and the entry of Wall Street institutions is intensifying the trend. An interest rate cut in October may drive growth, while the tariff policy starting from August 7 (15-45%) could trigger inflation and suppress upward movement. She advised paying attention to interest rate and tariff dynamics.
Second Round of Discussion: Tariffs, Interest Rate Cuts, and Bull Market Outlook
Qie Ge introduced the hot topic: under the policy game between Trump and Powell, the expectation for an interest rate cut in September has decreased, the tariff war remains unclear, stablecoin benefits and micro-strategy models are maturing. What factors will dominate the crypto market in the future? The guests engaged in an in-depth discussion on this.
A Shen: Short-term volatility, long-term optimism for the Ethereum ecosystem
A Shen believes that concerns about economic recession are limited, and the large U.S. bill is energizing the economy, with the impact of Trump's policies being controllable. The market needs to digest floating capital in the short term, with BTC, ETF, and the Ethereum ecosystem showing long-term bullish trends. The weekly volume of Uni is increasing, CRV's exchange balance is decreasing, and AV is stable, all indicating upward potential. After profit-taking on July 31, Ethereum's price rebounded with strong demand, potentially breaking 4100 points in September and reaching 5000 points in December. He suggested focusing on the big trend and avoiding short-term predictions.
Big Brother: Institutions lead the bull market; retail investors should capture swings
Big Brother stated that Trump's policies have a short-term impact on prices, but in the long term, Bitcoin continues to rise. Currently, 114,000 is still a high point, and a drop of 10-20% is normal. Institutions indirectly hold mainstream coins through U.S. stocks, with firms like BlackRock continuously increasing their positions in Ethereum, driving up prices. The wealth effect for retail investors is insufficient, but a major market movement is approaching. He advised operating according to trading systems, aiming for 10-20% swing profits, and that a bull market by the end of the year is expected, but caution is needed in reducing positions.
Coral: National endorsement drives the bull market
Coral emphasized that Bitcoin needs national-level support, and the U.S. effort is insufficient. If more countries recognize its value and integrate it into the financial system, it will significantly drive long-term growth and sustain the bull market.
Abigail: Bitcoin could reach 150,000; Ethereum is unshakeable
Abigail optimistically predicted that Bitcoin has not yet peaked, and altcoins have not gone "crazy." The scarcity of supply (only over 1 million remaining) supports its easy rise to 150,000. Ethereum's security is irreplaceable, and blockchain technology has not yet evolved to replace its position, maintaining a long-term bullish outlook.
Ethereum Special: Welcoming New Opportunities Amidst Volatility
Qie Ge questioned the high price of Ethereum (3900 points) and the impact of POS staking release, mentioning the collapse of the Base chain and suggesting a wait-and-see approach. A Shen responded that the selling pressure at 4000 points needs to be digested, and institutions prefer ETFs and cold wallets. BlackRock's layout of RWA (such as on-chain U.S. Treasury funds) highlights Ethereum's potential, which may become the global financial settlement layer, with the holding scale (3 billion USD) expected to expand. By the end of the year or early next year, a washout may occur due to four-year cycle divergences, and he suggested seizing the interest rate cut opportunities in September and December, paying attention to a 20-25% pullback after BTC reaches 160,000 and the main upward wave in May 2026.
Summary and Outlook
Qie Ge summarized that the market is in mid-term consolidation, advising rational management of positions, as the bull market continues. A Shen predicted that BTC would rise to 160,000 before a 20-25% pullback, with Ethereum's volatility decreasing. The altcoin index breaking 80 may signal the end of the market, with the main upward wave expected in May 2026. Big Brother encouraged calm holding of coins, while Abigail emphasized the early potential of blockchain, recommending long-term holding of Bitcoin and Ethereum. The program concluded with 29,000 people online in a lively atmosphere, with Qie Ge wishing the audience wealth and happiness in the bull market and inviting them to continue the discussion on Thursday at 7:30 PM.
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