ETH continues to play the boss +6% SOL follows while alts fill in the gap

橙夕-Ethreal · 2026-07-03T08:56:38.000Z

ETH today is really the queen returning. From the morning session, it surged from 1695 all the way to 1717—up 6 points in 24 hours—while BTC only gained 2.6%. It’s been a long time since I’ve seen ETH so tough and confident. What’s the reason? First, the NFP came in below expectations, and rate-cut expectations warmed up; ETH, which is more sensitive to interest rates, shows greater elasticity. Second, the ETH monthly TD indicator issued a buy signal—historically, the last three times it signaled like this, it corresponded to trend-following opportunities. Third, around the options expiry date: ETH options usually have higher volatility. SOL also rose today, up 4.14% to 81.26, which is decent too, but it got outshone by ETH. From the perspective of sector rotation, it does look like funds are indeed moving from BTC into alts. UNI is up 13%, SKY up 12%, WLD up 13%—the logic of alts playing catch-up is continuing. Even old-timers like MANA and SAND have come back to life. There’s one indicator worth noting: the Altcoin Resilience Index is the only one showing a Sell signal. What does that mean? It means alts have run up too much lately, and in the short term they may be somewhat overextended. If BTC pulls back even slightly, the alts that could drop the most are likely the ones that fall hardest. So, sure—we can talk—but chasing ETH or chasing UNI now is completely different from the profits you’d have had if you entered at 1610 this morning. Don’t FOMO.

ETH今天真的是女王回归。从早盘1695一路干到1717，24小时涨了6个点，BTC才涨2.6%。很久没看到ETH这么硬气了。什么原因？一是非农低于预期，降息预期升温，对利率敏感的ETH弹性更大。二是ETH月线TD指标出了买入信号，历史上三次信号都对应趋势性机会。三是期权到期日，ETH期权通常波动更大。SOL今天涨了4.14%到81.26，也不错，但被ETH比下去了。从板块轮动的角度看，资金确实在从BTC往山寨挪。UNI涨了13%，SKY涨了12%，WLD也涨13%，山寨补涨的逻辑延续。连MANA和SAND这种老古董都活了。有一个指标值得注意：山寨币抗跌指数是唯一亮Sell的信号。什么意思呢？就是山寨这段时间涨太多了，短期有点透支。如果BTC稍微回调，山寨可能是跌最惨的那些。所以说归说，现在追ETH或者追UNI，跟早上1610进的利润完全不一样了。别FOMO。
$ETH $SOL $UNI #山寨 #领涨