Quant:

ETH briefly failed to hold its key structural zones, a small setback, but the underlying market structure tells a different story. The incoming volatility looks poised to play directly into our favor.

Bitcoin is consolidating near $98K, delivering consistent 5% swings within range. The $100K mark remains a powerful psychological target. Both long and short players are making money here, reinforcing a balanced, sentiment-driven market.

this is the early phase of a rotation. Liquidity is quietly shifting toward high-quality alternative assets. As this unfolds, strong utility and narrative-based projects will start gaining momentum [check ICP]

USDT dominance is signaling a local top, while bitcoin dominance is weakening, historically the setup that precedes capital rotation into altcoins

ETH’s retracement toward $3080 may extend the transition slightly, but the shift has already begun.

This is where altcoins begin to outperform the broader market.

This next phase may be short, but it will be meaningful.

Hold conviction. Maintain your positioning. The narrative is rotating back towards strong utility, and real fundamentals 🍻

Established onchain/alts/microcaps across the board can suddenly pump [like this chart]

All signs pointing towards bullish momentum

This is a good time to position into bottomed out charts of solid plays

I don't want to shill my own bags, but treat this post as an indication to be truly locked in for November & December

Hiring:

Trading Infrastructure Engineer

Anything and everything around landing transactions fast, preventing MEV, and optimizing swap routes is in scope. Some example projects we have in mind:

- Building our own router
- Overhauling our transaction landing infra
- Building our own gas sponsorship infra
- Building cross-chain limit orders

Please DM me if you're a dev interested in this role, or know someone who qualifies, and I'll make the intro to the team

https://x.com/MilkRoad/status/1987524353807069470

December could be VERY interesting 👀

Bought $NPT with size

Average entry: $2.55

NeptuneCash $NPT hit $4.2 earlier today

$3.15 now

Aiming for $5 to $8 in the short term

NFA/DYOR

The market never moves in straight lines, & what’s happening right now is a reminder of how those deeper cycles actually play out.

Ethereum slipping below my key levels was disappointing, yes, but it hasn’t altered the broader structure. If anything, the shakeout has tightened what’s coming next.

Ethereum’s dip toward the $3,080 zone may have slowed momentum, but it hasn’t changed the bigger picture: we’re stepping into one of the strongest altcoin phases this market has seen.

And unlike previous cycles, altcoins aren’t waiting for ETH or BTC to lead. They’re carving out their own path and preparing to outperform every major asset class globally 🏆

The signs are everywhere. Liquidity rotations, sentiment shifts, and the speed of recoveries are pointing toward a sharper, shorter, and far more explosive altcoin window. While ETH has been retracing since November 3, dropping nearly 20%, many altcoins bottomed the same day and ripped 100% to 250% right after.

This cycle is behaving independently of previous patterns, and that’s exactly why it demands attention.

I’m keeping conviction high because the next few weeks will reward those who stay positioned instead of getting shaken out by noise.

Action steps from here [NFA still. Have safe sex plz]

Stay allocated. Maintain exposure to high-conviction altcoins showing early trend strength.

Don’t chase late pumps. Rotate into assets that showed strong basing on November 3 and are still early in structure [do your homework here please, open all charts you were bullish on and check Nov 3]

Monitor liquidity shifts. Track where fresh volume is moving, that’s where the next legs will spark [I'm speculating privacy meta]

Use ETH weakness strategically. Treat ETH dips as opportunities, not signals of market breakdown.

Stay patient. The structure is intact. Let the rotation fully kick in 🍻

This is not the moment to fade the market’s hidden rhythm, it’s the moment to position, stay disciplined, and let the cycle do its work 🤝🍻

TLDR: ETH is sulking in the corner, but altcoins have already snuck out of the house and gonna start parabolic pump party without it.

Stop babysitting ETH, the real degeneracy is warming up, happening elsewhere 👀

Rotation into altcoins is already underway.

When this accelerates, new launches will flood the market - and only the prepared will capitalize.

Position yourself now. Reconnect with the people who actually move cycles: devs, KOLs, MMs - the ones you haven’t spoken to in months. Even mods, gem hunters and alpha grinders. You never know where your next 100x will come from - so be respectful to everyone 🤑

If past ego wars damaged bridges, fix them. Rebuild your network before the next wave hits [it's closer than you think]

Real alpha is traded through people, not charts. Open the conversations. Move first. Move fast.

$BTC

7th Dec 2025 - April last week 2026 [approx]

I said it first 🙌

Quant: "there will come a time when 59% of the btc marketcap will shift to alternative markets"

Upcoming projects I'm keeping an eye on:

https://x.com/Ztark_Labs

https://x.com/sundayrobotics

https://x.com/levelterminal

https://x.com/AozdotAG

https://x.com/VeilSwap

https://x.com/Talus_Labs

https://x.com/rodeo

https://x.com/tradexyz

https://x.com/khorusio

Playing out as speculated

Don't panic 🤝

ETH

Setting limit buy orders at $2600 - 2620

That should mark the bottom IMO

$GROOM on SOL

Potential short term trade, but only if we get entry at the level ment in chart

Fundamentals are strong on this one. And some big T1 KOLs supporting it

NFA/DYOR

We’re just 16 days out. This time, the focus is on the date, not the price.

December 7 will reveal exactly what’s coming next. We’re closing in on a solid relief phase, gotta stay prepared.