With the arrival of August, the Crypto Assets market is facing new opportunities and challenges. In July, the net inflow of the US Crypto ETF reached a staggering $12.8 billion, setting a new historical high, which undoubtedly injected strong momentum into the market.

However, we can't help but ask: can this incremental funding be sustained? If it can be maintained, Bitcoin returning to its historical highs seems to be just a matter of time. However, historical data shows that August and September are usually periods of relatively weak Bitcoin performance, often accompanied by sideways movement, pullbacks, and emotional divergence.

Currently, the US stock market remains at a high level, and Trump's remarks on tariffs and geopolitical conflicts may trigger systemic risks. Therefore, we must remain vigilant. Given that there are no important economic data releases this week, I personally suggest adopting a strategy that is primarily defensive with some offensive elements, focusing on spot trading, and waiting for further developments in US policy, such as positive news regarding Bitcoin being included in reserves or ETF expansion.

It is worth mentioning that recently there were traders who made over 12 million USD in profits from short positions, but ended up giving it all back because they did not close their positions in time. This once again confirms the reality of greed and fear coexisting in trading. Therefore, we should remain rational: do not panic during significant pullbacks, see them as opportunities; if a rebound hits new highs, we should also learn to cash out at the right time and not be greedy.

From on-chain data, a large amount of Bitcoin is continuously being bought and withdrawn, indicating that major funds are still positioning for long-term investment. In terms of investment direction, Bitcoin, BNB, and SOL remain the primary choices, and it is advisable to temporarily avoid small coins and altcoins to prevent greater losses during market corrections.

No matter how the market changes, maintaining calm, conducting rational analysis, and managing risks moderately are the keys to success in this crypto assets market full of opportunities and challenges.