July is just around the corner!

The macro atmosphere has suddenly warmed: the Israel-Hamas ceasefire has taken effect, U.S. stocks have reached new highs, risk appetite is on the rise, and last week institutional net inflows into Bitcoin hit a new record for the year, building momentum for a challenge to historical highs. However, the weekend surge has yet to overcome the dense resistance at the 112k level, and if the highs encounter further setbacks, a retracement remains possible.

1️⃣ Trading Strategy

BTC: Attempt to short around 108,800, with the first target at 107,000.

ETH: Short near 2,530, targeting 2,460.

SOL: The flag pattern breakout essentially confirms the bullish flag formation; I plan to accumulate spot in batches in the 140–150 range, with a stop-loss below 126.

If the support level stabilizes upon retracement, consider going long, with strict stop-losses and priority on position control.

2️⃣ Potential Volatility Windows

July 1: SUI unlocks $120 million

July 2: ENA unlocks $45.59 million

July 30 & September 17: The Federal Reserve may signal a rate cut

3️⃣ Today's Hot Topics Overview

1. Sol ecosystem: Rumors of a staking ETF heating up; meme coins PENGU and USELESS surge, with 50597206594 filing for a U.S. stock ETF application, $BONK becomes the main player.

2. ETH system: $ARB, $OP, and 23152411567 follow the upward trend; the veteran meme coin JOE approaches new highs.

3. AI sector: Launch platform BID sets new highs again, improved (3,3) staking, dual-chain deployment on Base and BSC, contract short rate at -0.1%.

4. Platform token $HSK: Favored by Hong Kong brokerage's compliant business, and Guangfa Securities' stablecoin also listed on its platform.

Conclusion: The short-term theme remains to “short on highs and accumulate on dips”; mid-term focus on the emotional pivot brought by unlocks and macro policy resonance. Remember to tighten stop-losses at all times; the market changes rapidly, and a safety cushion is always the most important.