Recent indicators show that the Crypto Assets market may迎来新一轮 rise opportunities in August and September. The following key factors are worth following:

1. Geopolitical stability: The Israel-Palestine conflict is gradually easing, and major global conflict hotspots are relatively calm, providing a stable environment for the market.

2. Inflation pressure alleviates: As oil prices retreat and the housing price index continues to decline, signs of cooling inflation gradually emerge, which is favorable for the Crypto Assets market.

3. Expectations for Federal Reserve interest rate cuts have increased: Several Federal Reserve officials have released dovish signals, and the market anticipates 2-3 rate cuts may occur before the end of the year. Although it is highly likely that the interest rate will remain unchanged in July, the overall monetary policy is leaning towards easing.

4. Bitcoin exchange reserves hit a new low: Recently, over 3000 bitcoins have flowed out of exchanges, retail selling has basically ended, and institutional accumulation is nearing completion, laying the foundation for future market rise.

5. Improved Regulatory Environment: Guotai Junan International obtained a Crypto Assets trading license in Hong Kong, pushing the Bitcoin price to touch $108,200 at one point. This indicates that the regulatory attitude is gradually becoming clearer.

Based on the above analysis, investors may consider a moderate allocation of over $100,000, focusing on Bitcoin and mainstream Crypto Assets. However, it is important to note that there is still uncertainty in the market, and assets should be allocated reasonably according to individual risk tolerance.