i'm approaching altcoins differently this cycle than i did in previous ones
we've seen assets like HYPE and ZEC perform independently of BTC and ETH, even during periods when the broader market was struggling
i think crypto is gradually moving toward a market where individual fundamentals, capital inflows and actual business performance matter more
that makes identifying mispriced assets and understanding which teams are building increasingly important, rather than relying entirely on the direction of the majors
alts get their real leg up before the 2028 halving, not after. history usually front-runs these things by 12-18 months. not a call, just where my head’s at..
Suggestion: if you make money on new pairs, money that you didn’t have prior, that’s additional gunpowder. Use that to size into the winners and forget about it.
In a cycle, it isn’t the new pairs that run to record breaking valuations. It’s the early established communities.