You can arrange your positions now. The second half of the market will take off in October and November.

Looking at the past trends, there will be new narratives every time the market rises. So if there is a bull market next, we need to think about what the narrative of the next rise is?

First of all, the halving has been discussed. What other narratives can drive the market's activity? What drives emotions?

Now, it seems that a rate cut in September is a high probability event. The US stock market has now completed the price in of the rate cut. In the last CPI, funds have begun to flow from large-cap stocks to small-cap stocks, and then BTC. The 54,000 bitcoin price a few days ago was the bottom of this decline. Maybe the market has started to start?

From another perspective, if the bull market ends, how will it end? Will it continue to fluctuate in this range with low volatility, or end in some unexpected way?