After being busy for another half month, let's talk about the certain and potential changes in the market for the second half of the year. I'll share my thoughts on the market trends, Alpha, MEME, and the altcoin season.

First, let's discuss the high-certainty events. Currently, the market's expectation for interest rate cuts is mostly after September, so the third quarter may continue to see range-bound fluctuations, and major market movements will likely have to wait until the fourth quarter, unless an unexpectedly early interest rate cut occurs.

In addition to interest rate cuts, the implementation of tariffs and the passing of the CLARITY Act may also stimulate some small market movements.

Now, regarding potential changes, there may be many small opportunities in the third quarter. When the market is boring, there are always those who can't sit still; where there is demand, there is a market, making it easier to gain exposure during such times.

Binance's Alpha activities are likely to continue, as queuing for token listings is still a good option for projects, although the threshold will be raised and the rules will be adjusted.

MEME has recently shown some signs of activity, especially on the BNB chain. On Solana, in addition to memes, some application-based projects, such as games, can be monitored. InfoFI projects represented by Kaito may come up with more ways to engage, and within this sector, projects with excellent recommendation algorithms can be focused on.

As for the altcoin season, I still believe it will happen because the demand for liquidity overflow remains, but it's not the same as before; it won't be the exaggerated market conditions of 2021.

#MEME #BNBChain #SOL