The bull market is likely not over yet, and strong coins will become even stronger after deleveraging.
Regarding BES, I'm buying B. I'm abandoning both E and S. E's DAT hasn't formed a flywheel, and the consensus on Wall Street is a bit shaky. I don't see a reason to buy in Sol's new narrative.
Regarding BnB, it's the coin I most want to buy at the bottom, but the rebound was too rapid, hitting 1200. There's no good entry point. I'm placing an order at 1000-1100, hoping for a lucky break on Monday.
Today, I continued to buy BTC through TWAT. My watch list for alts is: Hype, APT, and Kaito.
Hype's revenue and HLP performance are very impressive, and the foundation is still buying back. Meanwhile, competitors are performing poorly. I expect a quick rebound to above 40, but anti-hype's rebound is expected to be weak. I'm planning to build a position starting at 36.
I've always felt like something big was going to happen with APT, but the market performance is very weak. I'm starting to build a watch position starting at 3.5.
I'm planning to buy some Kaito for new IPOs.