SEPTEMBER IS NOT EASY TO EAT EVEN THOUGH ETH SEASON IS ON Not long ago, I shared: ETH/BTC (D1 frame) has entered a bullish wave structure. Since then, ETH has clearly strengthened. But this is not yet the phase for most altcoins; to be precise, this is the season for ETH. 1) Why is "alt green" but still... losing to ETH? If you look at Alt/USDT, many coins are still rising. But if you switch the measure to Alt/ETH, the price line goes down. This means that with the same unit of risk, holding ETH is more effective than spreading capital into altcoins. To explain simply for newcomers: USDT is the "cash measure," while ETH is currently the "performance benchmark for the alt group." When Alt/ETH decreases, altcoins are weaker than ETH, even though they still look green against USDT. 2) History supports the scenario: August is stable, September is prone to turbulence Looking back at the cycles after halving, August often has decent performance, but September tends to be weak, even in post-halving years. Therefore, I wouldn't be surprised if a correction occurs in September. During this period, avoiding leverage is a principle I strictly adhere to. 3) The scenario I follow: September slows down, October and November speed up My view: Q3 is the phase of filtering out emotions, while Q4 is where the acceleration happens. September: the market is prone to "shake" → slowing down, don't rush to switch to altcoins; I will gradually DCA into top altcoins in September to prepare for a breakout in Q4 this year. From October: when the overall situation is more stable, ETH leads, and then altcoins will follow (when Alt/ETH stops decreasing, Others/ETH rises, and BTC.D cools down). 4) Execution plan (what I'm doing) - Prioritize ETH (because the ETH/BTC D1 structure is increasing, and the monthly has two consecutive bullish setups at the support zone). - DCA in September when the market shakes: I choose $ETH, $SUI, $UNI – three names with clear ecosystems, cash flow, and applications. Break down orders over time, don’t "put all in one go," set prices you want to accumulate to avoid making decisions while the market is volatile. 5) A memorable image: bus & motorcycle Imagine ETH as a big bus, and altcoins as motorcycles. The road is crowded (high risk) → everyone gets on the bus for safety, and the bus runs steadily. The bus arrives at a big stop (approaching the old peak), usually with a break (September). When the road clears and the cash flow signals spread, motorcycles will start to rev up. At this point, not yet.