My Honest Opinion on the Market
If you have been following us for the last couple of weeks, you must have noticed that we aren’t perma bulls. We gave you around 5-10 positive insights, and many people have already left us for that reason.
This is because there hasn’t been much good news for altcoins. For example, if a partnership is announced, some coins will pump to grab liquidity and then dump instantly or sometime later. But the pattern tells a story: the dominant factor is Bitcoin's influence on retail and institutional wealth.
Bitcoin has massively outperformed every other sector by a mile, and it seems like it will continue to do so. The social sentiment also leans toward Bitcoin, and since it hit that magic "100k" number, it has garnered even more attention.
Now, what’s next? Forget about the Fed rate cuts or Japan BOJ interest rate discussions. If you’re still losing money in this market phase, you’re doing something wrong. Taking some profit is understandable, but consistent losses in this phase need to be avoided.
What should you do next? The strongest narrative right now is AI agents, and we believe we’ve shared $VIRTUAL and $GRIFFAIN with you. Both are leaders in their respective chains.
The second strongest narrative is DeFi. Whenever money flows into crypto, DeFi dominance is inevitable. We’ve seen that with $ENA, $AAVE, and $CVX, all of which we suggested holding mid-term.
The best thing you can do is avoid jumping from one opportunity to another. Stick to your plan and focus on the basics. Panic will kill you.
And regarding your bags—don’t try to justify them with social sentiment. Prove them with data and on-chain analysis. There will always be thousands of charts to support your bias and sentiment for any coin. You must learn to criticize.
We might see the run ending in a couple of weeks or months for Bitcoin. This cycle, Bitcoin has literally done +700%, and most people are still optimistic about another leg up. There’s no harm in that, but we might see a short-term altseason or altcoin-dominant rallies in the upcoming time. If the market repeats, these rallies will likely be sector-specific and might vanish before you can catch them.
There will likely be another meme coin cycle soon. Memes are at the forefront of social media, easy to understand, and fun.
Always remember: the most brutal rallies will come from the most hated ones.
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