Time is the most expensive cost in the cryptocurrency world. Bitcoin $BTC and Ethereum $ETH will indeed rise, but the question is how many people can hold out until then? Right now, the money in the market has all gone to play with memes, which is truly a massive shift in capital allocation.
Basically, it's now: old coins waiting for recovery, new narratives grabbing traffic. But I still hold to that view, strictly adhering to the gold standard, taking in profits without giving back. During the waiting process, at least don’t let your positions be consumed in various 'small opportunities'.
The market lacks stories but lacks patience.
From a short-term technical perspective, the Falcon Finance project looks bearish, combined with token unlock pressure; this combination is actually quite common. Many projects have good fundamentals, but when supply increases, the price just can't hold up.
The RWA sector has indeed been hot this year, but regulatory risks are also very real. I generally wait for the technicals to stabilize before making any moves; no matter how good the fundamentals are, they must align with price trends.
Decreasing volatility may indicate a bottoming process, or it could be capital withdrawal. It still depends on specific position data and capital flow.
