The bull market of ETH and knockoffs relies entirely on market liquidity. A few days ago, we were still saying that although we don't know where the water is being released, the market liquidity has clearly become abundant. This has driven this counterfeit bull market. Yesterday's US Japan tariff agreement also revealed some sources of water. Some people say that this is not printing money, but rather a payment of 550 billion from the Japanese government. So where did the 550 billion from the Japanese government come from? Hmm? Right. Next, the US Japan agreement will be used as a template to determine whether the Trump administration can obtain more funds from various sources, and as the main spender, Trump will gradually spend these funds, whether it is subsidies or payments, which will eventually enter circulation. It's not surprising that asset prices have been pushed up. Now it seems that not only July and August, but the entire second half of the year is a process of continuously abundant liquidity, coupled with the expectation of interest rate cuts by the Federal Reserve. For us, this year is a rare opportunity to seize.