Today my timeline has an obsession with trying to time the first dip. Many are clearly sidelined, many are desperate for lower prices.

It’s starting to feel like this is what’s unfolding now…. And it’s very healthy Where are we? It feels like we are reverting to this again. Is this time really different after all? This is an observation, it can shift with time but for now that is what I’m noticing Fiat ↓ Bitcoin (BTC) → Consolidates ↓ Ethereum (ETH) → Outperforms BTC ↓ Large-Cap Altcoins ↓ Smaller-Cap Altcoins ↓ Back to Bitcoin or Fiat → Market Correction ↓ Cycle Repeats

$SPX is the first established token to break old all time highs (that isn’t Bitcoin). Insane really that out of anything it’s a meme. And it’s still silent on the timeline When a token breaks an all time high there are no more resistance levels to overcome. This is when the real fun begins

If you’re in from lower do not touch a thing, don’t mess around or micromanage your positions True wealth is made in the waiting

The ETH Treasury trade will be one of the most obvious trades of 2025 I liken it to the bitcoin mining stock rally in past cycles that did 10x or more. These stocks will rally harder than you can imagine

$ETH against $BTC via USDT I keep talking about ETH and its ecosystem, but the market is starting to tell us things and we need to listen. For the first time in a very long time it is waking up. It is in the verge of something good.

My favourite meme and only meme I hold at this point is $SPX. It’s proven itself this past cycle as one of the strongest memes that have no ‘utility’ and even now is very close to its all time highs. Once all time highs are broken and price discovery starts is where the real fun begins What’s interesting is that it’s also an ETH based token I have significant exposure to the ETH ecosystem because I think upside is tremendous

Without a doubt it will always be Bitcoin and Ethereum. TradFi trusts these two more than any additions because of cemented history At this very moment Ethereum, its ecosystem and treasuries like $SBET have an insane amount of potential upside especially considering that this is the most violent period of the market where people will be most risk on. To put this into perspective, in the year 2000 SBET peaked at $25k. When fomo begins you really have no idea what can happen Any of these other ETF’s and treasuries will be nothing but a flash in the pan. Also factor in that these ETH treasuries will stake and restake their ETH and it creates the greatest institutional grade flywheel of all time People have faded ETH up until this point but I think we are at a truly pivotal moment Good luck

In addition to a big Ethereum position, one of my biggest positions right now is $ENA Stablecoin + RWA chain (converge) + closely related to ETH