Did quite a few charts. Overall market is still looking great on the higher timeframes. Need BTC & ETH to lead the way for others to do well. I do believe we will at some point also see some kind rotation over in mid/smaller cap alts. Not to the extend of last cycle(s) but the wealth effect + new retail participants joining should help ETH. Keep an eye out for new & hot narratives popping up and how long the rallies last. It's been a while since we had a good one, maybe it's even the AI Agent one led by Virtuals earlier this year. But since then it has mostly been BTC & ETH and not much else besides some outliers here and there. If markets go high enough, people will go further down the risk curve and there will be some crazy rallies. Best thing I can recommend is to position yourself in high conviction trades that got some positive catalyst or thing going for them and has positive flows with treasury vehicles buying and/or burn/buyback mechanisms that are putting continous bid on the price without big token unlocks happening at the same time. Narrative follows price so if there's healthy price action, there will be a narrative following it. Personally not looking to actively trade until early September as the end/start of the months are generally choppy and on the weaker side. Both this, and last year. I am doing more research into these mid/small cap holdings and will look to allocate spot if I think there's some potential. Besides that, still holding my majority in BTC & ETH spot and always some stables on the side just in case. That's about it for now. Think we see higher later in the year. More uncertain shorter term (next 4 weeks). Think any big dips in September generally are a good opportunity. Not counting on it happening but will be ready if we do get a chance like that. Wishing you all the best of luck out there in the trenches 🫡(Daan Crypto Trades)