Trump Signs Executive Order on Cryptos: It's All Good!

Markets: Staying Rational Between Optimism and Caution

As August kicks off, the US markets are showing strength. While not euphoric, they're lifting the indices higher, contrasting with more hesitant European markets. The Dow Jones is slightly lagging behind the other US indices, but the overall trend remains positive.

On the crypto side, the news was dominated by Donald Trump signing an executive order, opening the door to integrating certain digital assets into retirement plans. This decision broadens institutional use and strengthens the sector's legitimacy. The result: a price boost over the past few days. But don’t confuse excitement with overexuberance.

Patience as a Strategy

In the crypto market, impatience remains a recurring trap. Short-term rises or drops shouldn’t make us forget the importance of long-term (weekly, daily) analysis. The current consolidation phases of indices like Total 3 are actually healthy and constructive.

In the past, some periods saw skyrocketing gains on just about anything. But today, the safest approach is to stay selective: focusing on a few strong projects rather than spreading yourself thin across dozens of altcoins. The goal isn’t to buy “everything” hoping for universal gains, but to choose carefully, just as you would when picking the right location in real estate.

Examples of Positions

This year, a few targeted trades have paid off: a rebound on Ether when the market wrote it off, buying Aave at $245 and Solana at $126, right at their recent lows. Of course, these perfect entries aren’t always possible, but they show that careful, patient selection can be rewarding.

Don’t Get Trapped by Frustration

Looking back saying “it was obvious” is an illusion. When Ether was at $1,400, fear was in control, and it took grit to stay positioned. Now, as the asset approaches $4,000, some are rewriting history. This frustration is dangerous, as it can lead to rash decisions.

The key is to remain calm: neither overly euphoric after a win nor panicked after a loss. Winning a trade doesn’t mean the game is over. Like top athletes, you need to keep training, improving, and correcting your weaknesses.

A Calmer Summer on Traditional Markets

For indices like the CAC 40, activity remains quiet and not very “punchy”. And even if there’s a sudden move, sometimes you just need to accept missing out. This week, the strategy stayed calm and gradual, with fewer company releases and a lighter macroeconomic calendar.

In summary Whether in traditional or crypto markets, discipline and discernment are essential today. The overall trend remains positive, but now is not the time to get carried away. The key to success lies in patience, selectivity, and the ability to keep a cool head regardless of the noise.