The most important chart i used to make 100x gains last cycle + altcoins to buy right now
The market’s weird right now.
It's not dead, it's not flying, it's just… in between.
$ETH has some momentum, $BTC’s been poking new highs, but alts are still heavy. Stuff pumps
for a few hours and fades. You’re up 30% and then back to break-even in a week.
The timeline is noisy but conviction is thin.
Everyone’s talking, but not many are acting. It’s that mid-cycle drift.
People are tired, unsure. Gas is up, airdrops have slowed down, and most new coins either nuke
or go sideways.
But this is where the next wave of serious gains starts getting seeded. Not when everyone’s
euphoric, but now, when most people are distracted, second-guessing, or fully sidelined.
Where We Are Right Now
It’s not the bottom anymore and it’s not peak mania either.
We’re in that awkward space between disbelief and full risk-on. It’s quiet in the wrong places,
and loud in all the weird ones.
$BTC and $ETH have held up surprisingly well. ETFs changed the game. Big money is here and
they’re not speculating on memecoins. They’re building long-term positions, waiting for
structure. That’s not exciting, but it matters.
At the same time, altcoins are down 60–80% from local highs. Some of that’s deserved, a lot of it
isn’t.
That’s where opportunity lives, in stuff that hasn’t moved yet but will, once attention rotates
back to risk.
You can feel it building, if you’re watching closely. But most aren’t, that’s your edge.
What to Do Right Now
This is a good time to slow down and reset your approach.
If you’re just chasing green candles on Solana every day, you’re going to burn out. Or worse,
you’ll catch something right before it rugs.
Instead, here’s how I’m thinking:
→ Accumulate smart, not fast. You don’t need to go all in on anything. Scale in, watch how stuff
moves, and build conviction over time, not overnight.
→ Narratives matter. When rotation hits, it’s usually narrative-driven. AI, RWA, privacy, gaming,
those are the ones showing early signs of life. You want exposure before they get hot.
→ Stay close to real builders. Teams that keep shipping quietly right now? They’re the ones that
usually pop later. Pay attention to projects that are active without shouting.
→ Ignore most noise. Especially on Twitter. CT is still caught in influencer pumps and meme
cycles. That’s not where real gains are made anymore, that window is shrinking fast.
→ Build your list now. Don’t wait until stuff is up 50%. Make your shortlist, set alerts, and start
scaling into the stuff that looks underpriced before it starts trending.
Where the Market Might Be Headed
If this follows anything like past cycles, the next 2–4 months will be critical.
$ETH ETFs go live soon. That’s likely to bring fresh inflows. Stablecoins are getting real-world
integrations. Big tradfi rails are quietly going live onchain and the market hasn’t priced that in
yet.
That means the back half of the year could get aggressive.
When it does, you don’t want to be scrambling to keep up. You want to already be in position,
size right, mentally prepared, with dry powder ready to rotate into the next thing.
That’s the game.