Metrics Ventures July Market Observation Guide for the Crypto Market Secondary Fund

1/ Following our June perspective, the past two months of low-volume top consolidation is not a bad thing; rather, it has accumulated momentum and a chip foundation for subsequent rises. The establishment of easing expectations and the gradual elimination of political uncertainties have laid the groundwork for the global capital market to return to liquidity-driven dynamics, while the return of risk appetite and the relaxation of financial regulations will continue to drive prices upward.

2/ The anonymity of this round of new highs precisely illustrates the clearing power of chips within the circle. The price behavior of altcoins deeply reveals a sense of fatigue, with only a few altcoins that embraced the new compliant dollar system early on showing decent performance; the trends of other altcoins are quite embarrassing, highly resembling the trends of delisted sectors in a certain market.

3/ The overall trend of Ethereum remains optimistic. In the context of idle funds having nowhere to go, Ethereum will have an advantage in emotional speculation. It is expected that this speculative opportunity will peak with Bitcoin's continued new highs and the SEC's relaxation on staking, but it is still necessary to remind everyone to avoid overtrading.

Market Overview and Trend Review

The past month has been a time of repeated highs and lows for short-term traders, with a standoff between bulls and bears. However, at the beginning of July, all the excitement surrounding events became a thing of the past. Bitcoin's new high is classic in terms of timing, volume, and chips, reaffirming its core asset status within the dollar system, marking a second confirmation since April, which is very important. We hope all readers pay close attention to this, and it is also a reward for all holders—congratulations to everyone.

From the perspective of dollar assets, the outlook is also optimistic. Of course, under such previously pessimistic scenarios, there will always be many optimistic angles. However, in terms of trends, the U.S. stock market has completed the transition from "bear market" to new highs at the fastest historical pace, indicating a future market of great waves—after all, the last time we saw such madness, we welcomed the tech internet bubble. Considering the timely passage of the stablecoin bill and the expectations of loosening bank system leverage, we remain optimistic about future market trends. We believe that only through experiencing lows and divergences can we truly observe the direction of the market.

Due to the fragmentation of market trends, we cannot detail all the extensive research we have conducted internally in this monthly report. However, we would like to reiterate a few points regarding the Ethereum trading opportunity previously shared:

1) This is a trading opportunity that may be more relevant from the perspective of previous meme sentiment and capital flow;

2) From the exchange rate to ETH's own technical indicators, all point to a potential impulse market;

3) For non-trading-aware traders, it is also very convenient to create a good risk-reward stop-loss and take-profit plan here.

In conclusion, the world is undergoing dramatic changes, whether it is the transfer of pricing power in our industry, the rapid advancement of AI globally, the transformation of traditional business models, productivity relationships, and social structures, or the shifting landscape between the U.S. and China and globally. The capital market is ultimately a reflection of real society and must follow objective laws. While we are astonished by the world's silence on this, we hope to accompany everyone in finding our path during this great upheaval, and we encourage each other.

About Us

Metrics Ventures is a data and research-driven liquidity fund for the secondary market of crypto assets, led by a team of experienced crypto professionals. The team possesses expertise in primary market incubation and secondary market trading, actively contributing to industry development through in-depth on-chain/off-chain data analysis. MVC collaborates with senior influential figures in the crypto community to provide long-term empowerment support for projects, such as media and KOL resources, ecological collaboration resources, project strategies, and economic model consulting capabilities.

Feel free to DM us to share and discuss insights and ideas about the crypto asset market and investments.

We are hiring! If you excel in crypto asset investment, please contact us at Email: ops@metrics.ventures.

Our research content will be published simultaneously on Twitter and Notion, welcome to follow:

Twitter: https://twitter.com/MetricsVentures

Notion: https://www.notion.so/Metrics-Ventures-Crypto-Liquid-Fund-475803b4407946b1ae6e0eeaa8708fa2?pvs=21 https://www.notion.so/metricsventures/Metrics-Ventures-475803b4407946b1ae6e0eeaa8708fa2?pvs=4

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。