Hey all,Yes, the #Altcoin portfolio didn't turn out the way that we did expect it to go.It's down 70-75%.That's absolutely garbage. I know.Does that mean that we stop?No, because the thesis remains and we're also here during bad times.Thank you. ...

If you believe the thesis is that the 4-year cycle doesn't exist and there's a strong high beta correlation between the business cycle, the overall state of the economy & #Altcoins.Then this is your time to buy.$SEI is on a massive support level here, and I do expect this thesis to play out, as it's data-driven.In that case, this is the period to be accumulating your positions (just like the previous one).I still think that a target zone to $0.70 is on the cards. ...

It's worth noting that all liquidity has been taken on the downside for #Bitcoin.Even sub $92K.And the CME gap has closed.Fear & Greed has hit an index of 11. The lowest since the Luna crash.That's also why the sentiment is as terrible as it is.I don't know whether this is the low or it hits $85K, but the arguments are lining up.From a technical standpoint; the gap between the 20-Day MA and the current price of Bitcoin is enormous and has only been happening a few times in history.Similarly for the weekly c ...

Let me tell you a story from younger me in 2019.I was trading the #Crypto markets full time in 2018. Pretty rational bear market, some good bounces on #Altcoins and was able to have a decent living out of it.However, I decided to be going into #Altcoins fully during 2019, and that was a bad decision as we all know that 2019 was a disaster for the markets + COVID came around.Then, during Q4 of 2019. Bitcoin stalled, #Altcoins vanished.People started calling those altcoins completely dead and useless.'Why do ...

#Bitcoin dominance mirrors 2019.It's a good case that we're seeing a rejection at the 20-Week MA and dominance falling downwards after this correction of $BTC.I recall, from the early days, that those were signs of a potential bottom on Bitcoin, as then, if there's a bottom on Bitcoin and it consolidates, it means that #Altcoins should be outperforming Bitcoin from this point.It happened in 2016/2017.It happened in 2019/2020 into 2021.It's likely going to happen again.No bear market. ...

Good morning everyone,We’re almost there.First sign?#Altcoins showing more strength than Bitcoin tells a lot. ...

Yes, this is a terrible market environment.Yes, it feels like $BTC goes to $25K.Yes, it feels like #Altcoins are completely gone.No, I'm not selling my portfolio and I'm remaining patient.This is the heaviest disconnect I've ever seen between prices of assets within crypto and the fundamental growth that's been taking place. ...

It's quite clear that #Bitcoin closes the CME gap today.Question is; where are we?Well, if we look at data, then, the fear & greed index can give an impression of the current state of the market comparable to previous occassions.The fear & greed index is 14 out of 100.The last times this occurred; February 2025 (-20% month for $BTC, massacre on the markets) and June 2022, the low during Luna crash.That represents exactly what we're currently seeing on the markets.What it also says; these times don't last fo ...

$94,000 per $BTC couldn't hold.Therefore, Bitcoin goes in search for a support level (CME gap is an obvious point).The volatility remains high, and, I think we'll find ourselves into a bottom in the first days of this week as there's a lot of macroeconomic data lined up later in the week + the FED is likely going to step in.Also, given that last week was such a terrible weekly candle, it's impossible to expect an imminent V-shape recovery after that.Things take time.This cycle isn't over. ...

It's funny.Many people wanted to buy $ETH at $4,000+.Nobody is interested in buying <$3,000.Even though, fundamentally, with the CLARITY act on the horizon, it's way better. ...