The Market Updates
Crypto Trader Since 2007.
4 подписок(и/а)
10.1K+ подписчиков(а)
15.4K+ понравилось
1.1K+ поделились
Посты
Все
Цитирования
Видео
ALTCOINS MAY HAVE ALREADY BOTTOMED AGAINST BITCOIN.
After 12+ months of downside, broken charts, and collapsing sentiment, the structure under the Altcoin market is starting to shift.
The Others Dominance chart which tracks how altcoins perform relative to Bitcoin is flashing early signs of recovery.
Here’s what’s happening right now:
Others dominance has already reclaimed the levels we saw before the October 10th crash.
But, Bitcoin is still trading roughly 42% below its highs from that same period.
So while BTC is still structurally weak, Altcoins are already stabilizing and gaining relative strength. This divergence usually signals seller exhaustion.
If alts were still in heavy distribution, dominance would keep falling.
But it isn’t.
Instead, it has risen 17% in just the last two months which means the forced selling phase in alts may already be behind us.
We saw a similar setup in 2019-2020.
When the Fed ended QE, Bitcoin continued correcting for months. But the Others dominance bottomed and never revisited those lows again, not even during the March 2020 crash.
That marked the start of a multi year alt uptrend. Now add more bullish signals on top:
• RSI on Others dominance has crossed above its moving average for the first time since July 2023, historically this crossover has preceded alt strength phases.
• Russell 2000 just broke its highs after a delayed cycle, small caps often lead liquidity rotation before altcoins move.
• ISM has climbed to 52, highest in 40 months. A move above 55 historically aligns with strong performance in high-beta assets like alts.
• Core inflation just printed a 5-year low which could increase the odds of more Fed easing.
• Gold and Silver rallies are cooling and often this leads to a rotation from hard assets to risk assets.
Structurally, the market is reset:
Most altcoins are still down 80–90%. Leverage has been flushed. Sentiment is near cycle lows. Positioning is extremely light.
Historically, mid-term election year has been bearish for the crypto market, so it's possible that we could see more sideways accumulation until Q3/Q4 before a reversal.
The Others Dominance chart which tracks how altcoins perform relative to Bitcoin is flashing early signs of recovery.
Here’s what’s happening right now:
Others dominance has already reclaimed the levels we saw before the October 10th crash.
But, Bitcoin is still trading roughly 42% below its highs from that same period.
So while BTC is still structurally weak, Altcoins are already stabilizing and gaining relative strength. This divergence usually signals seller exhaustion.
If alts were still in heavy distribution, dominance would keep falling.
But it isn’t.
Instead, it has risen 17% in just the last two months which means the forced selling phase in alts may already be behind us.
We saw a similar setup in 2019-2020.
When the Fed ended QE, Bitcoin continued correcting for months. But the Others dominance bottomed and never revisited those lows again, not even during the March 2020 crash.
That marked the start of a multi year alt uptrend. Now add more bullish signals on top:
• RSI on Others dominance has crossed above its moving average for the first time since July 2023, historically this crossover has preceded alt strength phases.
• Russell 2000 just broke its highs after a delayed cycle, small caps often lead liquidity rotation before altcoins move.
• ISM has climbed to 52, highest in 40 months. A move above 55 historically aligns with strong performance in high-beta assets like alts.
• Core inflation just printed a 5-year low which could increase the odds of more Fed easing.
• Gold and Silver rallies are cooling and often this leads to a rotation from hard assets to risk assets.
Structurally, the market is reset:
Most altcoins are still down 80–90%. Leverage has been flushed. Sentiment is near cycle lows. Positioning is extremely light.
Historically, mid-term election year has been bearish for the crypto market, so it's possible that we could see more sideways accumulation until Q3/Q4 before a reversal.
$BTC is forming a bullish "Adam and Eve" pattern.
A breakout above $72,000 could pump Bitcoin towards $80,000.
A breakout above $72,000 could pump Bitcoin towards $80,000.
🚨A whale has opened a $114 million $ETH long position with 15x leverage.
Liquidation Price: $1,257
Liquidation Price: $1,257
BREAKING: X to offer Crypto and Bitcoin trading to its 1B+ users within weeks.
Product lead Nikita Bier confirmed Smart Cashtags are launching within weeks, letting users trade stocks and crypto directly from the timeline.
Users will be able to tap a ticker, view live price data, charts, and execute trades on the X app directly.
This is another major step for "X" to become an everything app.
Product lead Nikita Bier confirmed Smart Cashtags are launching within weeks, letting users trade stocks and crypto directly from the timeline.
Users will be able to tap a ticker, view live price data, charts, and execute trades on the X app directly.
This is another major step for "X" to become an everything app.
Sam Bankman’s FTX invested $500M in Anthropic and today that stake would be worth $30 BILLION, a 60x return.
Anthropic just raised $30B at a $380B valuation, one of the largest private software rounds ever. FTX entered at around a $2.5B valuation but was forced to sell during bankruptcy near an $18B valuation for just $1.5B.
That’s nearly $28 billion in missed upside from a single investment. For perspective, FTX’s bankruptcy hole was about $9 billion.
Meaning the Anthropic stake they sold early would today be worth multiple times that gap and almost as much as FTX’s own peak company valuation.
Anthropic just raised $30B at a $380B valuation, one of the largest private software rounds ever. FTX entered at around a $2.5B valuation but was forced to sell during bankruptcy near an $18B valuation for just $1.5B.
That’s nearly $28 billion in missed upside from a single investment. For perspective, FTX’s bankruptcy hole was about $9 billion.
Meaning the Anthropic stake they sold early would today be worth multiple times that gap and almost as much as FTX’s own peak company valuation.
🚨 BREAKING:
🇺🇸 Supreme Court sets February 20 as the next possible date for the “TRUMP TARIFF” ruling.
🇺🇸 Supreme Court sets February 20 as the next possible date for the “TRUMP TARIFF” ruling.
THIS IS SHOCKING.
$SOL funding rate has been negative for 16 consecutive days now.
This has only happened twice in Solana history.
September 2023, when SOL was at $20.
November 2022, when SOL was at $8.
$SOL funding rate has been negative for 16 consecutive days now.
This has only happened twice in Solana history.
September 2023, when SOL was at $20.
November 2022, when SOL was at $8.
🚨A whale has dumped 10,900 BTC worth $730 million in just 3 DAYS.
How the f*ck sellers still have coins?
How the f*ck sellers still have coins?
BREAKING:
🇺🇸 US CPI Data: 2.4%
Expectations: 2.5%.
It came lower than expected which shows inflation is cooling.
🇺🇸 US CPI Data: 2.4%
Expectations: 2.5%.
It came lower than expected which shows inflation is cooling.
🚨 BREAKING 🚨
🇺🇸 US CPI came in at 2.4%
Expectations: 2.5%
🇺🇸 US CPI came in at 2.4%
Expectations: 2.5%
🚨 BREAKING 🚨
🇺🇸 US government shutdown odds this week have dropped to 26%.
Finally something good for the markets.
🇺🇸 US government shutdown odds this week have dropped to 26%.
Finally something good for the markets.
The odds of a US government shutdown on 14th Feb just dropped to 25%.
Good for markets.
Good for markets.
Crypto is cooked.
Gold and Silver are not acting like "Store of value."
Stocks are looking weak.
Fiat currencies are losing value.
Savings accounts don't pay well.
Where should one invest their money now?
Gold and Silver are not acting like "Store of value."
Stocks are looking weak.
Fiat currencies are losing value.
Savings accounts don't pay well.
Where should one invest their money now?
🚨 THIS IS BAD FOR METALS AND EQUITIES
Yesterday, it was reported that Russia is considering moving back to the US dollar as part of a wide-ranging economic partnership with President Trump.
In the past 3–4 years, Russia has strongly advocated reducing reliance on the USD, fueling the major "de-dollarization trade" narrative.
Several other countries have followed suit, reducing exposure to dollar assets — a key reason for the DXY's decline.
The massive rally in gold and silver has also been driven by this trend, as countries dump Treasuries and buy precious metals.
But now this trade may be over.
Russia is now planning to shift toward a dollar-based settlement system, which would boost USD demand.
A stronger USD has historically been bearish for assets, so metals, equities, and crypto will suffer.
Metals will be hit hardest, as a strong USD undermines the debasement trade narrative.
For equities and crypto, it will be bearish but likely not for long.
With more energy supply entering markets after a Russia–US partnership, inflation will drop and the Fed will become less hawkish.
This reduces the odds of monetary easing, but at least removes Fed uncertainty.
Remember, BTC rose in 2023 despite Fed rate hikes and QT.
Risk-on assets love certainty — if this deal is finalized, it will be mid- to long-term bullish for stocks and crypto.
Gold and silver, however, could enter a multi-year downtrend.
Yesterday, it was reported that Russia is considering moving back to the US dollar as part of a wide-ranging economic partnership with President Trump.
In the past 3–4 years, Russia has strongly advocated reducing reliance on the USD, fueling the major "de-dollarization trade" narrative.
Several other countries have followed suit, reducing exposure to dollar assets — a key reason for the DXY's decline.
The massive rally in gold and silver has also been driven by this trend, as countries dump Treasuries and buy precious metals.
But now this trade may be over.
Russia is now planning to shift toward a dollar-based settlement system, which would boost USD demand.
A stronger USD has historically been bearish for assets, so metals, equities, and crypto will suffer.
Metals will be hit hardest, as a strong USD undermines the debasement trade narrative.
For equities and crypto, it will be bearish but likely not for long.
With more energy supply entering markets after a Russia–US partnership, inflation will drop and the Fed will become less hawkish.
This reduces the odds of monetary easing, but at least removes Fed uncertainty.
Remember, BTC rose in 2023 despite Fed rate hikes and QT.
Risk-on assets love certainty — if this deal is finalized, it will be mid- to long-term bullish for stocks and crypto.
Gold and silver, however, could enter a multi-year downtrend.
Войдите, чтобы посмотреть больше материала