Looking back at the market predictions from April this year, they have now been validated. With the passage of the stablecoin legislation, we are witnessing a new trend: many American companies on the verge of delisting have rejuvenated themselves by making large purchases of Crypto Assets.

This trend is expected to continue, and we may see more companies investing in Crypto Assets and participating in decentralized finance (DeFi). This will not only bring them higher returns but also drive rapid growth in the entire Crypto Assets market.

A positive feedback loop may form between the stock market and the Crypto Assets market: rising stock prices lead to capital flowing into the Crypto Assets market, which in turn drives up the prices of Crypto Assets, attracting more stock market investors to join, and so on.

Although Ethereum currently lacks new narratives, the rise of a new round of DeFi may become its new growth driver. Personally, I still have faith in Ethereum and its ecosystem, and I have recently increased my holdings.

It was originally expected that Ethereum would reach $3000-$4000 in August-September, but it reached $3800 on July 21st. This may indicate that a new round of public chain competition is about to begin.

However, we also need to be vigilant: the current market frenzy may be forming a huge bubble. The larger the bubble, the more severe the future bear market may be. Therefore, while enjoying the current market opportunities, investors should also stay alert and be prepared for potential market adjustments.

In this market full of opportunities and risks, rational analysis and cautious decision-making are particularly important.