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$BTC The most noteworthy thing right now may not be the price, but whether the capital is willing to keep buying. A recent interesting phenomenon is that BTC is still grinding around $64,000, but institutional funds have not fully withdrawn. On August 5, US spot Bitcoin ETFs saw a net inflow of about $244 million, with BlackRock's IBIT contributing about $197 million; ETH ETFs also saw a renewed net inflow of about $60.86 million. Prices haven't moved much, but money is still being stuffed in, which is actually worth watching. This means the current market is a bit like "the people haven't left yet, but the living room has already started to cool down." BTC hasn't formed a strong trend, and altcoins haven't fully relayed the momentum; funds clearly prefer to stay in the most liquid assets for now. So I'm actually not in a hurry to chase the rally right now. Whether BTC can hold above $65,000 is far more important than a altcoin rising 20% today. ETH is another variable worth watching. Currently, ETH is around $1,900, and recently ETF funds have reappeared. If ETH can continue to outperform BTC, the market will gradually shift from "defending BTC" to "risk appetite spreading." My own observation order is simple: 🏅 BTC: Watch institutional funds and the battle around $65,000 💎 $ETH: See if ETF funds can sustain their investment, not just a one-day pulse ⚡ $SOL: See if there is capital passing down after risk appetite rises 🧠 AI/DeFi: Now is more suitable for looking for strong stocks, not for blind buying sectors 💰 Stablecoins: What truly warrants long-term tracking is whether on-chain liquidity continues to expand It's not that there's no market right now, but that the market hasn't spread yet. The most common mistake at this point is seeing a coin suddenly jump 20% and then thinking, "A bull market is here." Many times, the bull market hasn't arrived yet, but someone has already set off the fireworks.