To every founder who spent the last two years heads down on fundamentals and revenue while everyone around you was printing millions on memecoins and calling you an idiot for building a real business:
Your time is coming. The next few months and years are about to make all of it worth it.
People were calling you naive and slow, while you watched extractors with zero product and a good ticker make more in a week than you made all year, and you kept building anyway.
That decision is about to become the best one you ever made.
Sooner or later the market stops paying for tickers and starts paying for businesses. We're right at that turn. And the people who never stopped building real things are about to eat while everyone else is still looking for the next 2 hour meta.
The idiots of 2024 are the geniuses of 2026.
Keep going chads, we see you.
He's spot on.
Most fail because they didn't manage their risk when the market moved against them.
Strict risk management is the main thing that keeps your portfolio growing.
$ETH Just needs a little push higher against $BTC to see a proper breakout above its down trend channel and Daily 200MA/EMA.
If it can do that, and maintain above the 0.03 ratio, it should be able to keep pushing from there and also push up the ETH ecosystem coins with it. In that case keep an eye on ETH DeFi, Memes etc.
If you buy in Wave 1
Expect the Wave 2 pull back
If you buy in Wave 3
Expect the Wave 4 pull back
If you buy in Wave 5
Watch out down below. (ABC waves)
Based on market capitalization, market niche and charts, the following are among the more promising coins/tokens for the next bull run:
$XLM $UNI $AAVE $AKT $TAO $ONDO $MORPHO $QNT $INJ $GNO $RENDER $SEI $TRAC
That's just my personal view on the crypto market.
Personally, I am aggressively buying while most are maximum bearish right now because tokens are trading at all time lows and every chart looks dead.
Meanwhile we’re on calls with those exact same teams every week, and the picture behind the scenes couldn’t be more different. Many of them are quietly doing multi-million dollar revenues right now. Most of the market has no idea, simply because these things take years to build and none of it shows up on a chart until it does.
What almost nobody is pricing in: their pipelines are filling up.
Partnerships, integrations, product launches, enterprise deals. Founders are deliberately sitting on announcements right now because they know news gets absorbed and forgotten in a market like this. So they’re stacking it and waiting.
The moment sentiment turns even slightly, all of that comes out at once. Every team firing their news cascade into a market that’s finally paying attention again. That’s how you get reflexivity that catches everyone off guard.
This is exactly why we’re aggressively buying the most unobvious opportunities we can find while everyone else is midcurving, complaining, and giving up.
The setup is right in front of you. Most are just too exhausted to look at it.
The market is wildly underestimating the odds of the CLARITY Act passing.
On top of that, people don't even realize that while the GENIUS Act was signed into law, it only becomes effective in January 2027.
The floodgates for crypto's biggest killer use case aka stablecoins are opening in less than 6 months.
And the biggest catalyst for onchain businesses aka alts is now within reach too.
Looking at the market, these haven't been priced in yet. But hey, they're only the biggest catalysts our industry has ever had.
@tommy_cik "Whay you seek is seeking you" or as the original translation goes "You are what you seek."
Ancients said that our deepest longings are deeply connected to who we are and are meant to be a part of our life's journey, whatever it is meant for us.
Let's do our best.
Many crypto investors believe the biggest risk is not having enough exposure. It’s not.
The real risk is lacking a well-crafted portfolio and a clear exit strategy, regardless of whether you’re a long term investor.
On higher timeframes, I am unequivocally bullish on $ETH, and I made a very in-depth video last week explaining why (pinned tweet).
Based on developing PA, we have a few different ways this can play out on lower timeframes though.
This post will cover the potential options and explain what you should be looking for:
There are 3 main possibilities on the table right now.
Two of the three suggest that our bottom on $ETH is already in.
1 of the three allows for a marginal lower low below $1500 but not below $1380.
Let's break each one down:
Scenario 1: This is technically the "least bullish" option. We have what looks like a potential 5 wave impulse off of our lows, but this is preceded by two corrective structures, giving us a classic "flat" corrective structure (3-3-5) that means this LTF impulsive move up was just the "C" wave of a corrective structure to local supply (in non EW terms, essentially just ranging PA with a deviation above the highs). In this scenario, we would expect a pullback from here to at least sub $1700 and potentially below $1500 (new local lows) but not below $1380 (our HTF inval level).
Scenario 2: In this case, our bottom is already in on $ETH (yes, leaving behind a double bottom/equal lows). In this case we printed our 1st low timeframe impulse which would be kicking off the move that takes us to new all time highs and we would expect a pullback soon for our "wave 2" before continuation to the upside. In this case, a pullback below $1700 is likely, but we should NOT make new lows below $1500. This is neither the most bullish nor the least bullish option.
Scenario 3: In this scenario, we are printing our first low timeframe impulse (just like in Scenario 2) but it is not yet complete- and the 5th subwave may extend into the 2000's before any significant pullback. This would be the "most bullish" option that gives almost nothing in terms of a pullback (would not expect a move below even $1750).
Ultimately, on the LTF, all three options are currently on the table. We can't see the future so we will use developing PA, market context, and the process of elimination to narrow down the possibilities until only the most probable remains.
Meanwhile, on the HTF, our stance is clear- and there is only one primary expectation at this time- that our HTF bottom is being formed and we won't see below $1380's.
In a situation like this the plan is simple and straightforward if you agree with the above- load up on spot ETH for a HTF end-of-cycle hold while at the same time watching PA develop so we can narrow down a more precise trade entry on lower timeframes. If the lower TF entry is missed, we simply wait for the next one and in the meantime ride our spot holdings to new all time highs and ultimately, $20,000+ $ETH.
People don’t appreciate enough how easy it is to pick winners right now.
The best thing about this horrible market over the last 1-2 years is that you can finally see who actually means it.
Anyone can build when the chart is green and the whole market is flying. What people take for granted is how hard it is to keep going when your token is down -90%, your community and investors turn on you, and every excuse to quit is sitting right there.
The founders still standing after a market like this passed one of the toughest filters there is. And that filter tells you almost everything you need to know about who’s worth backing.
Hard financial times are ahead. The world is walking into a brutal financial squeeze whether you believe it or not, and not to sound sensational, but most people will get crushed.
The ones who stay sharp, stay disciplined and position correctly will be the ones who come out filthy rich. Get smart with your money now or become another casualty.
For Bitcoin, buying deep bear markets has historically been structurally forgiving. For alts, that assumption fails. Buying alts in a bear market only works if the assets you buy remain relevant in the next cycle (data suggests that most alts (~95%) just die). For old-cycle coins, the burden of proof should be very, very high.
The risk is assuming that last cycle’s alts universe is the opportunity set for the next cycle. But it may be better to wait for evidence of leadership rather than assume old leaders will come back, innit? Next cycle’s returns likely come from *new* leaders, not the average previous-cycle shitter.
Chart related
$ETH Closed its weekly & some daily candles back within the bigger $1750-$2400 range.
It has been a messy consolidation down here but if price can get back above the local high at $1850, that'd be a change in market structure and sign of strength on this timeframe.
That'd be a trigger for me to start targetting the range high next.