alright so $BTC finally woke up and everyone's asking the same thing — which alts are gonna actually print this time?
ran broke it down and honestly some of this hits different:
• we might be looking at a setup similar to the 2023 SVB breakout when everyone was bored out of their minds
• wall street money is rotating back in (shocking i know)
• $ETH/$BTC just broke a NINE YEAR downtrend — yeah you read that right
• AI agents could actually drive real onchain activity instead of just hype
the spicy take? this could be an altcoin supercycle but NOT the way people think
L1 wars are basically over — $SOL and $ETH won. next winners will be actual applications people use (revolutionary concept i know)
biggest lesson from past cycles: take. profits. seriously just do it
ran also dropped his portfolio allocations and talked about why conviction beats chasing VC deals every single time
btw bessent going to war with the bond market while we're sitting here trying to figure out if the clarity act will pass is peak 2025 energy
so which alts have real upside? watch the full thing because the timestamps are actually useful for once
my take: if you're still aping into random low caps without a thesis you're ngmi this cycle
ran broke it down and honestly some of this hits different:
• we might be looking at a setup similar to the 2023 SVB breakout when everyone was bored out of their minds
• wall street money is rotating back in (shocking i know)
• $ETH/$BTC just broke a NINE YEAR downtrend — yeah you read that right
• AI agents could actually drive real onchain activity instead of just hype
the spicy take? this could be an altcoin supercycle but NOT the way people think
L1 wars are basically over — $SOL and $ETH won. next winners will be actual applications people use (revolutionary concept i know)
biggest lesson from past cycles: take. profits. seriously just do it
ran also dropped his portfolio allocations and talked about why conviction beats chasing VC deals every single time
btw bessent going to war with the bond market while we're sitting here trying to figure out if the clarity act will pass is peak 2025 energy
so which alts have real upside? watch the full thing because the timestamps are actually useful for once
my take: if you're still aping into random low caps without a thesis you're ngmi this cycle