Публикация

Capital rotation is still the entire game in crypto. The easiest trades are buy the uptrend, wait for momentum to slow, then short as capital and attention rotate elsewhere. $ZEC, $HYPE, $LIT are all recent examples, but this pattern has been running for a long time. I’m watching traders get mind-gamed by $ETH again. Slight outperformance vs $BTC, while $BTC just had a decent month. BTC tends to rally in July and fade in August. With the tardfi takeover of crypto now complete, summer months are looking even less attractive. Strong opinions, loosely held. If you’re buying the trend, great. Just don’t convince yourself price can only go up from here. Take profits and be ready to flip your view when that momentum stalls. Most moves are still driven by trend-following flows. That often comes before spot rallies. But the lack of real spot participation is still glaring. Patience.