Hello August, July has passed. In the past four to seven months, the big cake market has been in a volatile market, but the dealer is very optimistic about the market in August and September, and believes that this is a very critical moment. Before the big bull market, there is usually a pseudo bull market, and then various good news come one after another, and the market's money-making effect is rapidly amplified. In fact, at this time, you should choose to stop profit and wait for opportunities. In the next one to two months, there will inevitably be new entry opportunities. It may not be a golden moment, but this period of time is the best time to do ultra-long-term spot or the best layout. At present, the situation of big cake and two cakes is a bit tricky, but ignoring short-term fluctuations, the current price is 29200+. The dealer is optimistic that the price in August can reach about 33000. August will be a new starting point. Wolong Community insists on being bullish.

CRV suffered an attack, causing a sharp drop in the DeFi sector. If it weren't for the quotes of the centralized exchange platform (CEX) on the chain, yesterday's DeFi market would have fallen into a disaster of serial liquidations. It seems that DeFi still has a long way to go. It is undeniable that DeFi is a very good product, but most DeFi tokens are relatively awkward at present. They only have governance rights but no income rights, and most DeFi interactions use ETH for gas. Only when DeFi tokens have more empowerment can they usher in a second spring.

Are there any potential coins worth paying attention to?

TOM#TOMOIt is said in various groups that the project will make a big move in August. First of all, the project party who wants to pull the market will not tell you any good news. Only the project party who wants to ship will reveal the subsequent good news. This is the basic logic. From the K-line, we have just experienced the main weekly level of shipment. Here it is more like pulling the secondary high point and shipping again. O#opBASE chain is frantically pulling the market, supported by good news; World is also good news; ARB has no movement at present, and the daily line may be overbought after pulling one line. I don’t consider chasing the rise. I may pay attention to these linked currencies and look for opportunities to speculate. In terms of the L2 small currency concept, WL#WLDis a high-risk project, with short-term alternation between long and short positions. In the long run, the chance of winning is a bit low. Even if you participate, you can’t be too greedy. Recently, participating in the secondary market is only suitable for small positions because the uncertainty is too high.

MSEK

The last round of $mkr hype was based on DeFi (decentralized lending). Recently, it is mainly hyping RWA (real assets). The key is whether the RWA field can be hyped up. If it can be hyped up, mkr may have new opportunities.

For L2 sector coins, such as Op, ARB, Uni, LDO, SSV, you can add positions to ambush when the market falls back. For RWA sector coins, such as Comp, MKR, you can also add positions to ambush when the market falls back. Pay attention to the leading coins, there may be surprises! The more they fall, the more you buy.

After the Hong Kong hotspot, is there another wave of support?

When Hong Kong concept stocks were hot in February, ACH, KEY, and CFX were hyped, but now there is no trace of them. I wonder how many people bought at low prices and sold at high prices? Since no one is hyping them now, I will hype them again.

ACH has had some unusual movements recently.

Singapore market maker DWF Labs participated in a strategic financing of 10 million in April, mainly targeting the Korean market. Wait for the low point to appear, boldly buy the bottom, and don't doubt the speed of Asian funds to pull up.

For CFX, it is also a Chinese project, with additional investment from DWF, a market maker in Singapore (they are really good at telling stories). For such projects, valuation is not important, but the price increase is the deciding factor. Wait for the market bottom, and then go all-in.