I can sense the shift. This mirrors how altseason unfolded in previous cycles.
Based on my VPT Market Model, the rotation window is projected to begin between mid Aug 26 and Oct 26, with the peak expected in late December 26 to early January 27.
Several majors are already making 20–30% moves. For now, they’re building the base. The real test comes over the next few weeks, when we see whether these bases hold and confirm the move.
$ETH defending $2,600 like we’re back in 2019.
InVariant
I can sense the shift. This mirrors how altseason unfolded in previous cycles.
Based on my VPT Market Model, the rotation window is projected to begin between mid Aug 26 and Oct 26, with the peak expected in late December 26 to early January 27.
$Notion coiling up good, support was respected and now making higher lows. VWap also hitting our trigger points. Bursa market absorbing sellers really well this morning.
InVariant
Artists: but I don't want to lose my job. I love it.
Mathematicians: but I don't want to lose my job. I love it.
Economists: LONG HAVE I AWAITED THIS HOUR! DESTROY ME, EFFICIENCY, AND LET UTILIZATION-ADJUSTED TOTAL FACTOR PRODUCTIVITY RISE ON THE WIND OF MY ASHES!
The real thesis is bigger than GIGA.
It’s:
SOL liquidity → Solana DEX activity → meme rotation → smaller caps → social reflexivity.
If GIGA starts outperforming SOL while holders, volume and liquidity rise together, that’s the signal I’m looking for.
I’ve been digging through Solana memes, liquidity, social activity and market structure.
$GIGA keeps standing out.
Not because I think every meme is going to 10x, but because the setup is asymmetric: ~$20M MC today means a 10x only requires ~$200M.
That’s achievable territory
I can hear the drum of altseason coming. Can you feel it in the air? The pressure. The relentlessness of the market. The delusional bulls and coping bears, repeating their mantras. It’s all already orchestrated, we merely need to reach that point in reality.
VarianT
I can sense the shift. This mirrors how altseason unfolded in previous cycles.
Based on my VPT Market Model, the rotation window is projected to begin between mid Aug 26 and Oct 26, with the peak expected in late December 26 to early January 27.
I remember Mert shouting at me in DMs to buy ZCash at $200 and I said ‘I’m not buying your bags that you bought sub $100 for $200’.
There’s a reason my contribution to CT is comics and not trading advice.
The only 2 explanations for what's happening in AI.
1. They're afraid of open weight models
2. They've hit a wall. They all the see the same thing.
There's no way in hell they are seeing ASI. They still ship Electron apps. If they were close to ASI then they could cure cancer
1. Solve aging.
2. Find cures for all cancers, Alzheimer’s, heart disease.
3. Discover a room temperature superconductor.
4. Solve quantum gravity.
5. Develop Full-Dive VR.
6. Build a Star Trek style replicator.
7. Build starships 100x larger than SpaceX Starship, with artificial gravity, capable of easily reaching other planets in Solar System.
8. Solve all currently known major problems in mathematics and physics.
9. Fully map the human brain.
10. Figure out dark matter and dark energy
After that, we can pause for a bit (maybe a few weeks or so).
Slowing down now is pretty ridiculous.
We are still technologically primitive. From the perspective of the late 2030s, it will look absurd that humanity was seriously debating whether to slow technological progress at such an early stage.
$btc in red while $eth float in green. The signs becoming more clear, a lot of signal getting cleared. The projected date for alt szn becoming more coherent
You can’t stop ASI by quitting your AI job. Doesn’t work. Someone else will replace you. What you actually have to do is start a safer AI lab. Which doesn’t work. Someone else will move faster. So what you actually have to do is pass a law. Which doesn’t work. Some other country won’t ban it. So what you actually have to do is sign an international agreement. Which doesn’t work. Some other country will break it. So what you actually have to do is conquer the world. Which only works if you have ASI.