Arthur Hayes expects Bitcoin dominance to rise to the 70 level. During his previous live stream, this appeared as a decreasing data point during his bearish prediction. In other words, it rose because the altcoins fell.

Now, because he is expecting a bull season, he anticipates that it will increase alongside BTC’s rise. When Bitcoin reaches the $110,000-$115,000 range, dominance will reach the desired level, and then due to ETFs, the clustered money in BTC will start flowing into the altcoins. Of course, one aspect of this expectation also hinges on the FED's monetary policy going towards easing and expansion.

I expect the dominance to drop to 29 within the year 2026.

Since the level is already 65.45, I don't think there's any need for action in the current strategy for a 4.5-point change.