Crypto and macro in plain English. Every day: the levels I am watching and the positions I actually hold. No hype. Livestreams Mon-Fri.

Joined January 2023
Faster than Solana isn't a pitch when Solana is already fast enough
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I rotate between alts and Bitcoin about once a week on a centralized exchange, and the fees are basically nothing. If fees are what's stopping you from rotating, they shouldn't be
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In a normal Bitcoin cycle, the first rally stops at the 2-year moving average. That's what happened in 2023. Today that line sits near 90K, which is why I think we can tag 90K in this chop, but not 100K before April.
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Waiting for Solana to be back at $234, its price at Bitcoin's 125K high, when Bitcoin gets there again? I wouldn't. That's about a 1.5x for Bitcoin, and Solana moves about 1.35x as much, so I'd expect $195 to $200
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Bitcoin dip calls change nothing if you aren't selling
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Why did alts lag Bitcoin from 2023 to 2025? The Fed's balance sheet was only shrinking. It's been growing again since late last year, and I think that alone gives alts a stronger cycle this time
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I'm the most bullish on alts in four years, but it's not a 100% call. My odds for alts against Bitcoin: 50% chop, 40% they outperform, 10% lower. The alt to Bitcoin ratio is still near its cycle low. Where do you land?
59%Alts beat Bitcoin
18%Sideways chop
23%Alts fall further
545 votes • 11 hours
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I'm not a genius who caught the top and bought back at the bottom. All my alts went into Bitcoin last November, when it was still at 100K, and I only bought more. So if you wonder why my average entry is high, that's why
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☕️ GM! Here are the most important market events over the last 24 hours: 🌍Market Overview: 🔸 The 10-year Treasury yield fell below 5%, its sharpest one-day decline since March 2023, as AI spending fears sank Meta nearly 7% and handed the Nasdaq its worst day since June. 🔸 OpenAI opened its Decisions API to all customers Thursday, cutting response times from 1-3 seconds to as little as 100 milliseconds, a direct challenge to TypeSafe, the $7.6B startup behind Jev. #AI 🔸 Microsoft and Alphabet report earnings Oct. 28 and Amazon Oct. 29, a test of their AI capex after Thursday's selloff. 🔸 DeepSeek and MiniMax won state approval in China for global use of their AI models, as DeepSeek reportedly raised about $15B, keeping cheap Chinese models in the price fight with US labs. 🔸 Defense Secretary Pete Hegseth barred all Pentagon staff from using nonpublic information to bet on military action, prediction markets included, a new insider line for venues listing war-event contracts. 🔸 Microsoft's MAI-DxO got complex medical cases right 83% of the time vs 36% for generalist doctors in a Science study, as Microsoft AI CEO Mustafa Suleyman targets the top clinical decision tools. 🪙Crypto Updates: 🔸 Ethereum developers called off the Oct. 26 Glamsterdam upgrade on the Hoodi testnet after ChainSecurity flagged gas changes that could break existing contracts. No new date is set. #Ethereum 🔸 Uniswap launched Aggregator Hooks on Ethereum, Base and Robinhood Chain, pulling in 7 outside liquidity sources that cover more than 90% of DEX activity, with fees feeding UNI burn. #Crypto 🔸 BNB Chain led all tracked chains in Q3 tokenized-stock trading at $25.6B, roughly 11 times the prior quarter, per Blockworks. 🔸 HSBC launched RedCoin, its first Hong Kong-dollar stablecoin, with wallets coming to more than 3.3M PayMe users. 🔸 Bitcoin Core changed its disclosure policy because AI makes some flaws easy to rediscover, so easily found bugs now get fixes across all maintained versions as soon as possible. #Bitcoin 🔸 The XRP Ledger will carry RLUSD settlement financing for licensed payment firms under Ripple's deal with Swiss firm Arf, which handles about $10B a year. #XRP
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I've been bullish on Bitcoin every single day for eight months, since it was at 60K and 58K. If you're waiting for me to turn bearish before you buy, good luck
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I said on stream yesterday that FOMO is a really good mobile crypto app with very high slippage. Today it says its new bridge finishes cross-chain swaps in under a second. If that's true, that's the right fix
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If you truly think I'm always wrong about Bitcoin, just counter trade me
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I don't share my meme coin buys because I'd end up as the exit liquidity
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When does Bitcoin make a new all-time high? I see three waves: we're in the first one now, a push toward 90K then a correction, and the new high comes next year, probably the second half. And there is no altcoin season to wait for.
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Is it the right time to buy altcoins, or should you wait? My answer: I'm buying. Bitcoin's bull run is confirmed, altcoins pulled back after their first rally, and Bitcoin just finished its dip.
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I run like 100 AI agents a day on this machine. So when a coin pitches itself as an AI agent coin, that means nothing to me anymore
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I'm the most bullish on altcoins I've been in four years. Altcoins are still near their floor against Bitcoin, and the Fed balance sheet has been rising again since last November.
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When the daily Bitcoin chart looks messy, check the three-day. Since the 58K low, it's three clean sets of higher highs and higher lows. No question it's an uptrend
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