Looked back to my bold prediction again 3 months ago quoted below in "". It played out nearly perfectly, and I'm keeping my prediction that this bullish period is already at the late stage...let's see if I can nail the top being somewhere in August
I was probably one of the earliest to call the market bottomed and made a bold call to buy ETH at 1600. Since that post,
$BTC: 85k->120k
$ETH: 1600->3600
$SUI: 2.16->3.87
$HYPE: 21->44
I'm still holding most of them but it's time to start getting more cautious on your longs/leverage. The best time to go hard was April not now.
Hint: When the Dino coins start pumping crazily, you know what to do
"My Base Case: SUMMER is for money printing, not for touching grass. I believe April to August is the most bullish period of 2025 as market turns from max-bearish sentiment/events, to Trump scaling back some tariffs, allowing FED to cut rates and ease liquidity with other CBs. If Trump comes back on his tariffs even harder by June, I'm wrong Market tops out when market liquidity/bullish events starts topping out sometime around end of summer"
GM degens! I'm back after taking a long break to spend time with fam while market was in super-hard mode
Market bottomed after Trump announced 90D pause on tariffs. Thought Trump has already taken the hardest stance so longed some BTC <80k and SOL at 110
Now there's more confirmation to me BTC is still in bull market:
1. BTC/GC remains bullish and still remains in uptrend
2. BTC remains bullish on high timeframe structure
3. BTC appears to start decoupling with US equities as Gold/BTC remains favorable as Dollar weakens in an uncertain environment
4. While US recession risk is looming, Trump is facing strong pressure internally to capitulate on his policies and I think he'll be forced to lower his tariffs scale
5. BTC is most sensitive to liquidity and CBs are finally injecting liquidity into the system
My Base Case: SUMMER is for money printing, not for touching grass. I believe April to August is the most bullish period of 2025 as market turns from max-bearish sentiment/events, to Trump scaling back some tariffs, allowing FED to cut rates and ease liquidity with other CBs. If Trump comes back on his tariffs even harder by June, I'm wrong
Market tops out when market liquidity/bullish events starts topping out sometime around end of summer
After a nice run on $BTC, $SOL, $Hype and $TAO, it's time to bid alts 2nd round - this round my picks are $ETH and $SUI - more on my ETH thesis later
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