A friend asked me what coin to buy if the bull market returns in July and August.

I will say some opinions that do not constitute investment advice. The general background is that there are still expectations and support for the bull market in the macro and cycle:

1. ETH will rise first, and it may return to 4,000 or even higher due to the approval of ETF (a sure thing) and inflow;

1b/ SOL will still have momentum, and there are also potential expectations for SOL ETF;

2. After ETH rises, it will be the turn of the altcoins to rise. Don't rush to hold a large position in the altcoins. The thickness and liquidity of the altcoins are insufficient;

3. You can look at DeFi and infrastructure. Aave, Makerdao, Uni, etc., which have experienced several rounds of bull and bear markets, have high circulation, fundamentals, teams, and income;

4. The price of OP has returned to the beginning of the bull market in December last year, and VC coins represented by WLD will continue to unlock. The restaking narrative has come to an end, and Pendle TVL has dropped sharply. Whether it can return to the previous high remains to be considered;

5. Many high-quality altcoins have been oversold, with limited downward space and higher upward space; some altcoins do not necessarily need to be pulled up, so think about whether they can outperform ETH when buying altcoins;

6. After a sharp drop back to the same starting line, it is still necessary to find a leader in the track with a fast rebound. Try to be as representative as possible, or those listed on bn lp, and avoid frequent high-buy and low-sell, waiting for happiness to knock on the door.

7. Still have to hold meme #非农数据 #币圈超话 #区块链超话