#加密市场反弹

ETH leads the rally with a 6.69% increase, and the "soul" of this rebound has changed hands

Many people are still watching the 90,000 mark for BTC, but the real engine of this round is actually ETH. A 6.69% increase in 24 hours has directly activated the entire altcoin market. Historical experience repeatedly proves: when ETH is strong, altcoins have height; when BTC is strong, altcoins can only drink soup.

From the perspective of capital flow, after ETH rises, the capital preferentially chooses:
👉 Infrastructure (AXL, ZEN)
👉 High Beta sentiment tokens (WIF, HYPER)
Personally, I am currently more inclined towards the AXL + ZEN combination. The reason is very practical: they are not just purely sentiment tokens but "narrative-driven rebounds." When the market shifts from panic to increased risk appetite, capital prefers to buy stories they understand.

In terms of operations, I follow three disciplines:
✔️ Do not chase altcoins on ETH's long green day with high volume
✔️ Consider adding to positions only if ETH retraces without breaking key support
✔️ Keep single coin positions no more than 20% of the total portfolio, to keep bullets ready for pullbacks

A rebound is not a confirmation of a bull market, but a window of emotion. During this window, surviving and earning certain profits is more important than catching doubled coins.