At the end of June, I bought some altcoins. But at that time, the logic wasn't about claiming that some "altcoin season" was coming, but rather seeing a structural rebound opportunity. Looking back now, the results are polarized: strong assets, like #AAVE, performed very well; some assets just broke above the cost line by a few points, like #DOT; and there are some assets that are temporarily at a loss but haven't hit the stop-loss point yet, like #ENJ. The next steps are simple: for the profitable positions, I will further amplify the upward expectations; for those that have made a little profit, I will continue to hold and observe; and for those that are at a loss but haven't triggered a stop-loss, I will observe the trend without rushing to cut. As for the "altcoin season" or "bull market" that everyone is concerned about, I don't particularly care. What I care about is whether this order has a statistical advantage at the moment of placing it. A statistical advantage means...
There is a vague sense that a wave of structural opportunities may be brewing in the copycat sector.
It is not a full-scale outbreak of the cottage season, but a local over-falling structural rebound.
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