Recently, the crypto assets market has shown a pattern of repeated fluctuations, with rises and falls alternating. This apparent "lack of direction" actually conceals a deep game of capital.

The truth behind the market is: large funds are racing against time to adjust their positions. Many investors are looking forward to the possible interest rate cut decision by the Federal Reserve in September as an "opportunity to buy low," but savvy funds have already realized that once expectations are fulfilled and market sentiment improves, it may be too late to position themselves at lower levels.

Why has July become a key layout period? Mainly because retail investors are mostly in a wait-and-see state at this time, and the resistance for large funds to adjust their positions is relatively small. In a phase where the news has not yet fully clarified and market sentiment is easier to control, large funds can complete the restructuring of positions at a lower cost and with higher efficiency. In contrast, if adjustments are made when the expectations for interest rate cuts in September are truly realized and market sentiment is high, large funds will face greater time and cost pressures.

From a longer-term perspective, some macro research institutions predict that a new major cycle adjustment phase may begin in 2026. This means that the window of opportunity for large capital to drive up prices and make portfolio adjustments is limited. The current market fluctuations may be preparations by large capital for the final layout phase.

Overall, there are indeed investment opportunities now, but the opportunities are consciously "screening" for prepared investors. Those who can insightfully understand the logic behind market fluctuations and grasp the rhythm of large capital layout may seize the initiative in future market trends.

During this critical period, closely monitoring the flow of funds and the potential interest rate cut process will be two important indicators for grasping the market direction. Investors need to remain calm, analyze market trends rationally, and be fully prepared for the opportunities that may arise.