Recently, the Ethereum and other altcoin markets have shown a bull run trend, mainly due to the significant increase in market liquidity. It is worth noting that the recently reached US-Japan tariff agreement may reveal some sources of funding. The agreement includes two key elements: a 15% tariff rate and the establishment of a $550 billion investment fund, with the United States holding a dominant position.

This protocol could serve as a template for future trade negotiations. The Trump administration is expected to secure additional funding from multiple sources through similar agreements. Given the Trump administration's propensity for high spending, this funding is likely to enter the market in the form of subsidies or direct disbursements. This influx of funds is bound to drive up the prices of various assets, including cryptocurrencies.

From the current situation, it seems that not only in July and August, but the entire second half of the year may continue to maintain a state of abundant liquidity. Coupled with the possible expectations of interest rate cuts by the Federal Reserve, this is undoubtedly a rare opportunity for cryptocurrency investors.

However, investors should also remain cautious and closely monitor market changes. Although an increase in liquidity may bring short-term benefits, the volatility of the cryptocurrency market remains high. Additionally, as the regulatory environment continues to evolve, investors need to consider potential policy risks.

Overall, the current market environment provides favorable conditions for cryptocurrency investment, but investors still need to carefully assess risks and develop reasonable investment strategies to fully seize this rare market opportunity.