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The current crypto market isn't lacking opportunities because it's not a bear market, but because "garbage time" is getting more expensive. The total crypto market cap is about $2.29 trillion, with BTC's market dominance rising to 57.24%, and stablecoins valued at about $302 billion. More importantly, stablecoins have only grown 0.22% in the past 7 days, DEX trading volume dropped 8.1% week-over-week, and perpetual contract volume fell 22.3%—the market hasn't seen a broad influx of new funds. But BTC still has plenty of money: from August 3 to 7, US spot BTC ETFs saw net inflows for 5 consecutive days, totaling about $865 million. This explains why we often see BTC sideways, a few strong coins rising, and many old altcoins continuously bleeding. My coin selection logic is getting simpler: For BTC/ETH, watch institutional funds; for SOL, HYPE, etc., watch real trading volume and on-chain activity; for LINK, ONDO, AAVE, etc., watch RWA/DeFi adoption; small-cap coins only participate after volume expansion and relative strength against BTC. The real "altcoin season" signal to wait for isn't a single coin suddenly rising 30%, but: BTC dominance turning upward + stablecoins continuously expanding + a batch of altcoins consistently outperforming BTC. Before that, hold fewer miscellaneous positions and follow liquidity more. This market rewards not the bold, but those who know where the money truly is. $BTC #现货ETF资金回流，BTC与ETH能否接力？ #AIMemorySelloffEases #BTCETHETFInflowsReturn #SpaceXShortCovering