I made ~$600k in crypto over the last 4 months buying the dip- BTC.D to 50%- $ETH at $4k- Altcoin season1/➱ Now the whole market is up - $ETH +32%, $SOL +16%, everything is rising
🕷 Retail is euphoric again, but uncertain: sell or hold?
🕷 Here’s why I’m still optimistic - and positioned for $ETH $4k2/➱ Markets just broke out of a multi-week range with one of the strongest daily moves in months
🕷 Caught many by surprise after weeks of indecision and failed rallies
🕷 The question now is not “why did it rise,” but whether this is the start of a structural move3/➱ The macro scenario supports this
🕷 President Trump is back. Markets are expecting rate cuts in Q4. Liquidity is improving. Global tech and crypto stocks are rising.
🕷 Sentiment has shifted - from caution to risk appetite. And crypto is the first to react.4/➱ Ethereum is at the center of this
🕷 $ETH just broke $2,300. The next psychological level is $3,000. The fundamentals are aligning, and big buyers are back.
🕷 Trump recently bought ~$3.5M in $ETH5/➱ Pectra, the latest Ethereum update - is live⋄ This brings significant improvements:– EIP-7702: allows wallets to act as smart contracts– EIP-7251: increases the validator cap to 2,048 ETH– EIP-774: optimizes L2 costs in high activity
🕷 This sets the stage for true institutional adoption6/➱ The update also enhances user experience:– Pay gas in any token– Restore wallet without seed phrase– Group multiple actions in one transaction
🕷 These are non-trivial changes. They bring $ETH closer to a product suitable for global use.7/➱ BTC dominance is at 63.8%. History shows what comes next:➛ BTC leads➛ ETH outperforms➛ Altcoins enter alt
🕷 I expect BTC.D to drop to ~50% as capital rotates into ETH and high beta altcoins8/➱ ETH at $5K is not a meme. It’s part of the cycle.
🕷⋄ The price has gone from $1,396 to $2,400 already. The market is reevaluating ETH’s role after the update and positioning for the next leg.
🕷 Most are still underexposed - and that's optimistic9/➱ Volatility is high at the moment, so be careful with your entries
🕷 But if you are already positioned, I would hold
🕷 The structure remains optimistic, ETH and altcoins have room to grow, and the fundamentals support the movement
🕷 Now is not the time to ignore momentum - just manage risk smartly