Tonight, the US stock market will be open as usual, and various institutions are predicting that after the holiday, the main capital will return, and the price of Bitcoin will quickly rise above 105,000. However, during the day today, the market collectively pulled back, indicating that retail investors in Asia are very cautious. I believe this drop is reasonable because tonight is a key point for determining direction. Don't be fooled by the market's recent performance; Bitcoin has been fluctuating around 100,000, and various altcoins are in a frenzy. But you must understand that the market doesn't reverse for no reason, especially in the first four trading days before Christmas, where Bitcoin ETFs experienced a total outflow of 1.5 billion USD. This means that if no more positive news appears, there may still be capital outflow tonight. ETF outflow indicates off-market capital's cautious sentiment, so tonight's opening is very critical.

The altcoins have also followed the main market down. Apart from the platform coin sector where BGB and GT are hitting new highs against each other, causing the entire sector to explode, other sectors are in a state of broad decline. It is said that recent ETF focus is on Bitcoin and ETH, but this doesn't change the fact that this afternoon, the altcoin army also pulled back. Strong coins like SOL, SUI, HBAR, LINK have also lost independent market movements. The keyword for today is broad decline. However, at this point, it is actually a good opportunity for reallocation. Most altcoins have similar declines today, making this a good chance to exchange inferior assets for superior ones. Moreover, many projects with poor liquidity tend to see improved trading volume and liquidity during downturns, making it easier to offload and cut losses. How to distinguish between quality and inferior altcoins? Quality altcoins are easy to find, and you don't even have to look for them yourself; various institutions have already listed them for you. Presidential Select: LINK, AAVE, ENA, ONDO; BlackRock Select: ONDO, CRV, ENA, APT; Grayscale Select: ZEN, ZEC, XLM, LPT, MANA, ETC. These are the highest quality assets needed in the near future or even next year. Next is the ecological sector; the three strongest sectors next year will definitely still be AI, RWA, and DeFi. Finding the leaders in this area to invest in will definitely avoid pitfalls.