I'm sitting 95% long on alts right now, still underwater but not sweating it. This market has a funny way of flipping the script when you least expect it — like what we're seeing lately.

$BTC just had this massive run, and here's the thing: that liquidity doesn't just vanish. It tends to trickle down. Most alts haven't really budged yet, which honestly feels like the calm before something shifts. Could be nothing, could be the start of that rotation everyone talks about.

No guarantees obviously, but I've seen this movie before. When $BTC runs hard and then catches its breath, that's usually when the attention and capital start wandering into the stuff that's been left behind. We'll see.