Tonight, the US stock market will operate as usual, and various institutions are predicting that after the holiday, the main funds will return, and the price of Bitcoin will soon rise above 105,000. However, during the day today, the market collectively adjusted, indicating that retail investors in Asia are very risk-averse. I think this decline is reasonable because tonight is a key point for determining direction. Don't be fooled by the fact that the market has been holding up these past few days; Bitcoin has been fluctuating around 100,000, and various altcoins are in chaos. But you must understand that the market does not reverse without reason, especially in the four trading days before Christmas. The Bitcoin ETF has experienced outflows totaling $1.5 billion, which means that if no more positive news appears, tonight could see further capital outflows. Outflows from ETFs indicate off-market investors' risk-averse sentiment, so tonight's opening is crucial.

This wave of altcoins has also followed the market down. Aside from the platform coin sector, where BGB and GT are setting new highs and igniting the entire sector, other sectors are generally in a downtrend. It is said that the recent focus of ETFs is on Bitcoin and ETH, but this cannot change the result of today’s afternoon adjustment alongside the altcoin troops. Strong coins like SOL, SUI, HBAR, and LINK also failed to maintain independent trends today. The keyword for today is general decline. However, at this point, it is actually a good opportunity for reallocation. Most altcoins have similar declines today, making it an excellent chance to exchange inferior for superior. Moreover, many projects with poor liquidity often see improved trading volume and liquidity during downturns, making it easier to cut losses at this time. How to distinguish between high-quality and low-quality altcoins? High-quality altcoins are easy to find, and you don't even need to look for them yourself; various institutions have already listed them for you. Presidential selection: LINK, AAVE, ENA, ONDO; BlackRock selection: ONDO, CRV, ENA, APT; Grayscale selection: ZEN, ZEC, XLM, LPT, MANA, ETC. These are the highest quality assets needed not only for this year but even for next year. Next is the ecological sector; the three strong sectors next year will definitely be AI, RWA, and DeFi. Finding the leaders within these areas to lay out your strategy will absolutely avoid pitfalls.