The last investment purchase of altcoins in this cycle has been made. All the signals we were waiting for regarding the reversal are here:
- Return of the hourly timeframe of BTC to a stable uptrend (and there is pG and P). Break of the trend line since December 17.
- Transition to a stable uptrend on the hourly timeframe TOTAL2, TOTAL3, OTHERS.
- Transition to a stable downtrend on the hourly timeframe of BTC dominance, an additional signal for a potential high on the 12-hour timeframe was there, although it has disappeared for now. Yesterday's daily candle is great for a reversal. It's important to break EMA 50 and 200 on the 12-hour timeframe.
A large purchase, but not in large parts - we entered 52 assets with small amounts. Diversifying, having an indicator as a tool for determining 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 post-dump, we concluded that nothing terrible has happened at all. What has happened:
- Retests of upper levels of accumulation range (volume and mirror levels).
- Retests of EMA 50 and 200 on daily or weekly, sometimes monthly timeframes. Meanwhile, a number of altcoins have provided signals for a potential low 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 on the market. Right now we bought those assets that we do not yet have in the portfolio. We thought we wouldn't buy them for investment at attractive prices. But the dump that occurred at the start of the altseason gave the opportunity.
3. Buying now does NOT mean that the price will not be 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 a 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, and infrastructure solutions. These are the areas where there have been few purchases.
We will provide a list of assets separately, analysis for each and their prospects in the altseason will come later. Also by categories. For the ones that have weakly corrected, we are currently placing orders. If the price doesn't reach - we will buy on the daily low signal.
-- RWA sector (tokenization of real assets):
- #ENA. Purchased at $1.1805.
- #ONDO. Pending order at $1.35478.
- #DUSK. Purchased at $0.2174.
- #TOKEN. Purchased at $0.05418.
- #CPOOL. Pending order at $0.36062.
- #CHEX. Pending order at $0.5165.
- #POLYX. Purchased at $0.2887.
- #GFI. Purchased at $1.749.
-- DeFi:
- #HYPE. Pending order at $0.092.
- #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.
-- Meme tokens (here the deposit for the asset is half less):
- #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 will place it in a separate public portfolio on Dropstab to track purchase results.