What coins should I buy when the bull market returns in July and August?

The following are some of my opinions, which are for reference only and do not constitute investment advice:

ETH rises first: Due to the approval of ETF (almost certain) and the influence of capital inflow, ETH may return to 4,000 or even higher;

SOL's potential: SOL still has an upward momentum, and there is also a potential SOL ETF expectation; the timing of altcoins: After ETH has risen, it will be the turn of altcoins to rise generally. Don't rush to hold altcoins in large positions now, because altcoins lack thickness and liquidity;

Focus on DeFi and infrastructure: You can pay attention to DeFi projects that have experienced multiple rounds of bull and bear markets, such as Aave, MakerDAO, Uniswap, etc.; OP and VC coins: OP prices have returned to the initial level of the bull market in December last year, and VC coins represented by WLD are still being unlocked. Restaking has come to an end, and Pendle's TVL has dropped sharply. Whether it can return to its previous high remains to be seen;

Altcoin selection: Many altcoins may not pull up, so when buying altcoins, you should consider whether they can outperform ETH; Rebound track leader: After a big drop back to the same starting line, you still need to find a track leader with a fast rebound. Choose representative projects, or projects that have been launched on BN LP. Avoid frequent high-buying and low-selling, and wait patiently for opportunities.