The market is relatively stable and has entered a period of narrative lull

Although the market has been suppressed by the recent hawkish forecast of the Federal Reserve, have you found that the mainstream coins are quite stable in this round? The answer is yes. It seems that such a big negative is only a 10% drop. The real victims are the small coins. We are used to it. Every small coin will quickly drop more than 60% of the periodic increase. There is no car that cannot be boarded. It depends on whether you dare to board it after it falls.

On this basis, we can think that the valuable track has probably fallen out of the golden pit. Looking at the sentiment of the entire cryptocurrency circle, the performance is relatively bad. Some people have already laid down, and some have gone to find a job. One of the big negatives in the cryptocurrency circle is that many people have gone to play with AI monetization, and there is a serious loss of "talent". When there is a fun new narrative, they should come back. It is really boring now. Talking about the SEC every day, even I feel ashamed.

Judging from the sentiment alone, for those who are short, now is a good time to ambush, and the downside is less than 10%. Unfortunately, they don’t think so.

Current Narrative

Is there a narrative in the present moment? Yes

The ETH Cancun upgrade and the BTC halving in May next year are an excellent window period. The BTC halving is expected to ferment in advance, basically in the second half of this year. The two major core currencies, two important time nodes also overlap

So which coins should we pay attention to in the second half of the year?

BLUR was born at an untimely time. A large number of tokens have been unlocked recently, and the price has fallen again and again. However, it has an invincible base and NFT market share. As long as NFT does not die, BLUR will definitely usher in a highlight moment after the wash.

ORDI, PEPE and other tokens with MEME attributes will be the best tokens to receive liquidity overflow once market liquidity rises again.

AI concept: GPT5 may be released at the end of the year, which will be a good emotional trigger point. Leaders AGIX and FET are the focus of attention

LSD - After the ETH 2.0 upgrade, we can see that the pledge amount has steadily increased regardless of market fluctuations. If there are signs of market recovery, we can immediately start to lay out the sector, focusing on LDO and RPL

MXC is now priced at 0.01332U. MXC will become the first L3 project on the ARB chain and will be launched on the mainnet in July. The most important thing is that it has also cooperated with the market maker Dwf. Dwf is a very powerful market maker and has participated in many projects, such as CFX, ACH, ARPA, ALPHA, MASK. The increase is very impressive, all of which are convinced by the increase.

Moreover, the trading volume has become active in the past few days. The main reason is that the market value of MXC is very small, close to 33 million, which means that there is a lot of room for growth.

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