Crypto is getting hammered - especially Bitcoin.
Fear is high and retail sentiment is turning bearish fast.
But the real signal isn’t in BTC’s price alone. It’s in the ETH/BTC ratio, which is quietly turning higher.
I’ve shared this chart many times: the 5-year altcoin bear market and extreme Bitcoin dominance have crushed everything else. That dynamic is now showing signs of exhaustion.
While the crowd expects BTC to keep falling and alts to go even lower, multiple confirmations suggest we’re past the bottom:
• ETH/BTC breaking higher
• "Others/BTC" (Alts outside the top 10 vs Bitcoin) forming a higher low
• BTC dominance rolling over in the Complacency phase of the market cycle
On top of that, traditional markets are flashing green. The latest US ISM Manufacturing PMI came in at 54.0 (beat expectations of 53.0, up from 52.7 prior) - another clear sign the economy is expanding, not collapsing.
Bitcoin dominance is sitting in complacency while capital quietly rotates into alts. This setup has played out before.
I remain very optimistic. The repricing of altcoins over the next 12–18 months could be one of the strongest opportunities we’ve seen. What we just lived through was effectively a black swan for the altcoin sector.
The old 4-year cycle thesis is dead. This cycle is different - and alts still haven’t had their euphoria phase.
Zero or Hero.
Fear is high and retail sentiment is turning bearish fast.
But the real signal isn’t in BTC’s price alone. It’s in the ETH/BTC ratio, which is quietly turning higher.
I’ve shared this chart many times: the 5-year altcoin bear market and extreme Bitcoin dominance have crushed everything else. That dynamic is now showing signs of exhaustion.
While the crowd expects BTC to keep falling and alts to go even lower, multiple confirmations suggest we’re past the bottom:
• ETH/BTC breaking higher
• "Others/BTC" (Alts outside the top 10 vs Bitcoin) forming a higher low
• BTC dominance rolling over in the Complacency phase of the market cycle
On top of that, traditional markets are flashing green. The latest US ISM Manufacturing PMI came in at 54.0 (beat expectations of 53.0, up from 52.7 prior) - another clear sign the economy is expanding, not collapsing.
Bitcoin dominance is sitting in complacency while capital quietly rotates into alts. This setup has played out before.
I remain very optimistic. The repricing of altcoins over the next 12–18 months could be one of the strongest opportunities we’ve seen. What we just lived through was effectively a black swan for the altcoin sector.
The old 4-year cycle thesis is dead. This cycle is different - and alts still haven’t had their euphoria phase.
Zero or Hero.
❤4🔥2
Only way this price action for Eth the past few years makes sense is pure institutional manipulation.
The ETFs were one aspect of this trojan horse.
The game is to kill retailers before the next stage of the end game.
I remain firmly bullish on Eth as this is the infrastructure deep state insiders will use for further control of populations.
For the little guys out there, learn to survive: study the art of the cockroach and hang in there.
I am optimistic about the future as the thesis remains in tact. 🫡
The ETFs were one aspect of this trojan horse.
The game is to kill retailers before the next stage of the end game.
I remain firmly bullish on Eth as this is the infrastructure deep state insiders will use for further control of populations.
For the little guys out there, learn to survive: study the art of the cockroach and hang in there.
I am optimistic about the future as the thesis remains in tact. 🫡
❤2⚡1
BasedOG
Today, I had the privilege of having a 3-hour one-on-one meeting with Manel Sort, the CEO of GFAL (Games for a Living). This guy is a true genius in the gaming industry. He pioneered free-to-play mobile games on iPhone, completely revolutionizing the mobile…
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Still believe and never been more bullish.
Zero or Hero.
Zero or Hero.
❤3🤣2
The Copper/Gold ratio has bottomed.
Four green months in a row - and historically, three has been enough to call the bottom.
Copper is “utility gold” - the metal of real economic activity. When it starts outperforming money (gold), it screams high demand, manufacturing boom, risk-on environment. That’s exactly how bull markets get going for our precious, speculative and risky alt coins.
The soy boys will keep screaming “we’re going lower.” We can see this with the consumer sentiment being at ATL’s yet actual data says we’re just getting started.
I’ll die on this hill.
Oh yeah - the Russell 2000 (high risk stocks) is also printing all-time highs after all-time highs. Small caps are confirming the risk-on shift. The odds are heavily stacked against the bears.
Now the big question: When do we get retail confirmation? Real euphoria shows up when the green candles stack, altcoins rip, and everything moves to new ATHs together.
My base case: A slow-cooked grind higher over the next 12–18 months, with occasional popcorn explosions in alts. Multiple periods of euphoria kicking off in Q1 2027.
Respect to the 3 bulls left reading this.
BasedOG
Four green months in a row - and historically, three has been enough to call the bottom.
Copper is “utility gold” - the metal of real economic activity. When it starts outperforming money (gold), it screams high demand, manufacturing boom, risk-on environment. That’s exactly how bull markets get going for our precious, speculative and risky alt coins.
The soy boys will keep screaming “we’re going lower.” We can see this with the consumer sentiment being at ATL’s yet actual data says we’re just getting started.
I’ll die on this hill.
Oh yeah - the Russell 2000 (high risk stocks) is also printing all-time highs after all-time highs. Small caps are confirming the risk-on shift. The odds are heavily stacked against the bears.
Now the big question: When do we get retail confirmation? Real euphoria shows up when the green candles stack, altcoins rip, and everything moves to new ATHs together.
My base case: A slow-cooked grind higher over the next 12–18 months, with occasional popcorn explosions in alts. Multiple periods of euphoria kicking off in Q1 2027.
Respect to the 3 bulls left reading this.
BasedOG
❤11🫡1
BasedOG
True wealth goes beyond mere financial gain. The worst form of poverty is not just a lack of money, but a lack of moral principles and integrity. Just as a life driven solely by base desires lacks purpose, investing without sound, timeless principles around…
Hi again? Have you survived the past 2 years?
Good times are coming...
Good times are coming...
❤5⚡3
BasedOG
If bottom wasnt already confirmed for you, here is more confirmation. You're welcome. Enjoy the next 12-18 months.
Hidden alpha.
I'm excited.
Alt coins are primed.
I'm all in.
I'm excited.
Alt coins are primed.
I'm all in.
🔥11💔1
BasedOG
ISM confirmed higher than expected. The economy is expanding. Institutions and smart money are buying. Retail is fearful and expecting lower prices. We are starting to enter a risk-on environment. I smell an alt coin season 🏓🏓🏓
ISM Manufacturing PMI just hit 55.6 - highest in over 4 years and up 2.2 points.
This means true economic expansion territory
Readings above 54 have historically aligned with rising liquidity and stronger risk assets.
I smell a long awaited repricing of our crypto alt-coins.
Next few months will show if history starts rhyming again.
Study the conviction pick...
This means true economic expansion territory
Readings above 54 have historically aligned with rising liquidity and stronger risk assets.
I smell a long awaited repricing of our crypto alt-coins.
Next few months will show if history starts rhyming again.
Study the conviction pick...
❤7⚡2