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This is a good take from Ben.
I think this will be the biggest bull run ever.
But let's face it. We've seen this movie before.
ETH rallies, and we think alt season is 100% starting, so we rotate too quickly.
I believe in alt season.
I don't believe in selling my BTC and ETH to go all in on shitcoins because ETH has had a good week.
I am excited.
I recognise that.
That is why I have a plan and I stick to it.
I rotate slowly and methodically as BTC.d drops.
21.7. klo 01.53
My base case for those who don't get the nuanced view:
BTC.D rejected at 0.786 Fib Level (66%) just like it was rejected at 0.618 Fib level (60%) last year.
ALT/BTC is up because ETH/BTC is up
But ALT/ETH is bleeding
So ETH is better than ALTs.
Remember ALT/BTC pairs have found a local low every June from 2022-2025).
ALT/BTC rally will likely end by late August at the latest
BTC.D rally in Sep-Oct
ETH/BTC higher low in Sep/Oct
ALT/BTC pairs lower low in Sep/Oct (could be beginning of Nov).
Hard to know if the next rally by BTC.D leads to a higher high even if ALT/BTC pairs put in a lower low (as it depends on how high the next higher low is for ETH/BTC).
Look at what ALT/BTC pairs did from July-August of 2017 and see how they still dropped to 0.25 by late October.
Look at how while ALT/BTC pairs are up, ALT/ETH pairs are down 40% since ETH "went home."
I could be wrong about any one of these views, but these are my views.
When something I posted above is inevitably wrong, you are welcome to post this receipt and laugh.
Also, I'm not talking about your alt.
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