Let's talk about our recent judgment on the market Yesterday, Robin Hood went off to do US stock tokenization, using the ARB L2 system directly If there is anything that can be done long recently, you can consider ARB Next is BTC, whether it's micro strategies, US stock tokenization, or interest rate cuts, all of these positive factors are favorable for BTC So I think BTC will have a wave of upward trend in July ETH's recent trading volume has been on par with BTC, and I think the probability of ETH rising is quite high However, the monetization of US stocks, memes, RWAs, etc. are essentially diluting counterfeit liquidity On the premise that ETH does not skyrocket, I am not optimistic about the arrival of the knockoff season And I think the knockoff season is difficult because there are too many coins now. What kind of funds are needed to buy them in order to have a knockoff season? Finally, let's talk about possible recent actions, such as buying more ETH and short selling high market value knockoffs. That's it Pink Xiaomi is so handsome!!!!