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Since the non-farm payroll report was positive, the market has moved in the opposite direction. What hidden secrets does this imply? How should we operate?
If we get caught up in the technical details of K-lines, it will definitely lead to panic selling or sleepless nights. Therefore, we need to step back from the details and analyze based on on-chain data and macro trends. From the on-chain data, we see stablecoin inflows, BTC outflows, and an increase in the proportion of whales. Overall, the on-chain data shows that small funds are selling while large funds are accumulating: addresses holding 10 BTC or less sold 27,333 BTC; addresses holding 10 to 100 BTC increased their holdings by 4,154 BTC; and whale addresses holding more than 100 BTC increased their holdings by 130,912 BTC.

From a macro perspective, interest rates need to be cut by at least 50 basis points this year, and countries and large companies are positioning themselves for BTC. Therefore, the current market trend is that the main players are continuing to wash out positions; after many people sell in despair, the main players will accumulate again, and with the favorable impact of interest rate cuts, they will launch a vigorous rally.
First tier: BTC, SOL, ETH, and some platform tokens. These coins can be positioned after a slight pullback, and then you can hold them patiently without too much worry.

Second tier: AAVE, TRX, DOGE, RAY, UNI can also be arranged during a pullback.