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hansolar21
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vibe shift
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Will there be another ALT SEASON season? I'm starting to get this feeling that we might get a replay of the 2021 cycle where there were two โhumpsโ. The first hump was led by BTC with a fervent ETH-ecosystem alt season before a harrowing collapse and then a second hump along with SOL-ecosystem alt season. SOLโs ecosystem exploded along with its price. Questionable where the bid came from, but nevertheless a fresh narrative captured the minds of crypto participants. Additionally there was also terra luna which became a religion, dydx hit ATHs and bored apes started minting multiple multi-millionaires during the second alt season as well. If we get something similar, we might get a similar switcheroo type scenario. The recent alt season was a SOL based memecoin, ai led cycle, with select out-performers in ETH-adjacent ecosystems like HYPE, Virtuals and perhaps ENA, but most of the new retail were sucked into SOL memes. Perhaps this time, we get a back-to-ETH rally? Iโm having a bit of trouble finding fundamental reasons for this, but the only one I find remotely persuasive is a massive mechanical short squeeze re-igniting interest in the ETH eco-system again. As narrative follows price. It's a bit too early to tell so will be looking for signs, but dare I say it... ETH looks good here??? Some contenders for the swing trade ETH comeback AAVE, PENDLE, ENA, LDO comeback? HYPE continuation Fartcoin the fresh memecoin for retail TAO returns? Perhaps even some BTC betas get some time in the sun for once? ORDI, RUNES etc
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Daily Vol ed. 2025-04-24 โ๏ธ๐ Two days ago we were at 84k. Now weโre floating at 93k. What an asset. 10.7% in two days. Bessent yesterday signaled more de-escalation and stabilization, but left the timeline a bit open, disappointing markets. Good guidance for markets, but bonds arenโt buying it yet. BTC BTC and crypto in general seem eager to hop on at these new highs as Bessent Jrโs 21 is making headlines. A dangerous game, which usually get people rekt. Not much edge entering longs here. Aggressive long entry for BTC could be around 92k. Iโm just going to hold my BTC longs as 21 entering the BTC race is good for price medium term. ETH ETH also looking interesting based on a potential return of ETH scenario talked about here https://t.co/3DRSvs49UJ Got burnt trying to long it yesterday after seeing the large spot bids on nance. Going to take a more measured approach this week. Positioning : Long with hedges Long BTC, HYPE, ETH, SOL Short ENA, XRP, BONK, TRUMP, WLDโฆ Positives - 21 joins the MSTR game - Continued BTC/SPX strength - Macro bottom call from Felix based on extreme pessimism - LT bitcoin skews more bullish Negatives - Hawkish Powell - Retail still buying dips - Julian Brigden - Debt refinancing wall in summer - Michael Howell - Federal student loan maturity starting in May - Anna Wong ๐น๏ธCurrently trading mostly on @Lighter_xyz Closed beta. Early. Points. ZK-tech. 200% apy LP-Vaults. Backed by big names. Use link to join the party. DM for access as I'm running short on codes. Only serious players apply.
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Psychological trick i use when markets start getting hot and you want to fomo buy everything; just take a small position. Like 5% of your normal size. Same for when you are deep in red and you want to either double down or capitulate. Using small position to add or reduce the position puts you in a much better state of mind.
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look at all that call buying after the friday expiry. this thing is going higher whether you're ready or not.
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