The last investment purchase of altcoins in this cycle is done. All the signals that were expected for the reversal are there:
- Return of the hourly TF BTC to a stable uptrend (and there is a pGiP). Breakout of the trend from December 17.
- Transition to a stable uptrend on the hourly TF TOTAL2, TOTAL3, OTHERS.
- Transition to a stable downtrend on the hourly TF of BTC dominance, an additional signal of a potential high on the 12-hour TF - was, although it has disappeared for now. Yesterday's daily candle is super for a reversal. It is important to break through EMA 50 and 200 on the 12-hour TF.
The purchase is large, but not in large parts - we entered 52 assets with small amounts. We are diversifying, using the indicator as a tool to determine peaks in the cycle. If the cycle expectation works out - we will sell everything in April-July 2025. Overall - based on the signal of a potential high on the monthly and weekly timeframes.
Important remarks:
1. After looking at altcoins after the dump, we concluded that nothing terrible happened at all. What happened was:
- Retests of upper levels of accumulation range (volumetric and mirror levels).
- Retests of the 50 and 200 day or weekly EMA, sometimes monthly timeframe. At the same time, a number of altcoins have issued signals of potential lows on the 12-hour or daily timeframe.
- Likely (two days until the end of the week) maintenance of stable uptrends on the weekly timeframe.
2. The list does NOT mean that these assets are the best in the market. Right now we bought those assets that we do not have in the portfolio yet. We already thought that we wouldn't buy them at attractive prices. But the dump at the start of the alt season provided an opportunity.
3. Buying now does not mean that the price won't go lower. BUT in the last few days, we have written many times - we believe that December 20-22 is the reversal of BTC dominance down after the bounce. Globally down.
4. There are no AI tokens in the categories, they are already in the portfolio. For 2025, we are focusing on RWA, DeFi, infrastructure solutions. These are the directions where there were few purchases.
We will provide a list of assets separately, analysis for each and their prospects in the alt season will come later. Also by categories. For those that have weakly corrected, we will set orders for now. If the price doesn't reach - we will buy on the signal of a low on the daily.
-- RWA Sector (tokenization of real assets):
- #ENA. Purchased at $1.1805.
- #ONDO. Pending order at $1.35478.
- #DUSK. Purchased at $0.02174.
- #TOKEN. Purchased at $0.05418.
- #CPOOL. Pending order at $0.46062.
- #CHEX. Pending order at $0.7165.
- #POLYX. Purchased at $0.2887.
- #GFI. Purchased at $1.749.
-- DeFi:
- #HYPE. Pending order at $0.92.
- #UNI. Purchased at $14.215.
- #CRV. Purchased at $0.8971.
- #MKR. Purchased at $1709.
- #COMP. Purchased at $86.17.
- #INJ. Purchased at $23.02.
- #RPL. Purchased at $12.40.
- #ETHFI. Purchased at $2.221.
- #TRB. Purchased at $64.27.
- #AEVO. Purchased at $0.4005.
- #APEX. Pending order at $1.3928.
- #XVS. Purchased at $9.63.
-- Infrastructure/Tokens of platforms/Web3 tools/Others:
- #ARKM. Purchased at $1.606.
- #GRASS. Pending order at $1.5640.
- #OMNI. Purchased at $9.79.
- #ZRO. Purchased at $6.079.
- #W. Purchased at $0.2941.
- #TIA. Purchased at $5.540.
- #VANRY. Purchased at $0.1205.
-- Layer-1 blockchains / Major infrastructure protocols:
- #ALGO. Purchased at $0.3674.
- #DOT. Purchased at $7.593.
- #EOS. Purchased at $0.8707.
- #ICP. Purchased at $11.191.
- #IOTA. Purchased at $0.3246.
- #NEO. Purchased at $15.17.
- #IOST. Purchased at $0.007237.
- #HBAR. Pending order at $0.14533.
-- Layer-2 and scaling solutions, ZK technologies:
- #STX. Purchased at $1.848.
- #ZK. Purchased at $0.1919.
- #ZKJ. Pending order at $1.3100.
-- NFT, Metaverse, Marketplaces, NFT:
- #SAND. Purchased at $0.6097.
- #MANA. Purchased at $0.5144.
- #LOOKS. Purchased at $0.06296.
-- Mem Tokens (here the deposit on the asset is half as much):
- #BONK. Purchased at $0.00003421.
- #FLOKI. Purchased at $0.00018454.
- #PEPE. Purchased at $0.00001925.
- #SHIB. Purchased at $0.00002345.
- #WIF. Purchased at $2.197.
- #SLERF. Purchased at $0.1783.
- #NEIRO. Purchased at $0.00108894.
- #MEME. Purchased at $0.01115.
- #MEW. Purchased at $0.06630.
- #LADYS. Purchased at $0.00000008050.
- #TURBO. Purchased at $0.009156.
We'll create a separate public portfolio on Dropstab to track purchasing results.