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
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.
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
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 hoursWhen Will Bitcoin Hit a New All-Time High? Comparing Last Three Cycles xitter.cf/i/broadcasts/1DxLdZlgA…
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
☕️ 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
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
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
Source: crypto.news/fomo-cross-chain…
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.
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.
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
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.



