OFFICIAL TRUMP ($TRUMP)

I thought 2025 would be the year I sat on the sidelines. Turns out, it became one of my best.

I started this year with one goal: play defense.

After the $TRUMP meme mania in February, I cashed out most of my portfolio to stables.
I felt market was overheated, with too much new volatility being added from Trump presidency.

Then April hit.
Tariff news wrecked the markets.
Stocks and crypto both dumped hard.
Felt in a good position with stables, I deployed my first serious stock positions amidst the fear.

By May, the old feeling crept back in, FOMO from being underexposed to crypto.
I cautiously dipped back into some alts, nothing aggressive. Slow, steady.

Then, end of May, the Cetus hack happened.
$SUI nuked below $2.4. FUD around $SUI was everywhere.
That’s when I did what I planned for months prior, I reloaded my $SUI bags.

Fast forward to today:
Stocks up +50% from April buys.
$SUI up +80% from last month’s entries.

Did not expect such profits from being defensive this year.

What really made a difference was this:
I stopped watching charts and CT 24/7.
Take more time off to touch grass.
More time for clear decisions.

In hindsight, staying sane was the real alpha.
Let the waves do the work. You just need patience.

"AI supports Trump!
Raise your hands, everyone!"
Me: @0G_labs

CUDIS just hits top trending on DexScan 🔥

CUDIS just hit top trending on DexScan 🔥

GM,

Lately, a few people have been asking me:
“Is the old altcoin cash flow cycle we’ve used in past seasons… still valid this time?”

It’s a familiar question but I’m no longer sure the answer is as simple as it used to be.

So let’s look at the current setup:

▫️ BTC dominance is peaking
▫️ ETH is holding its range lows
▫️ Others/BTC is back at -79%
▫️ Retail? Still missing

The real question is:
Is this the same pre-altseason pattern we’ve seen before or are we mid-shift into a new capital rotation structure no one’s ready for?
Let’s break it down. 🧵

1⃣ The old playbook: BTC → Majors → Others

We’ve seen this pattern repeat like clockwork:

– BTC rallies into new highs → dominance spikes

– Majors (ETH, SOL, XRP) lag at first

– Mid and low caps get crushed, then explode… but only at the end

That’s how it worked in 2017, 2021 and so far, it’s playing out again.

Look at the charts:

→ Others/BTC hit -79% in the first leg of the bull (again)

→ ALT/BTC pairs bottomed right as BTC started its second leg

→ BTC.D historically tops out right now, during the consolidation before the final thrust

2⃣ But this cycle feels harder and for a reason

Here’s what’s different this time:

– 44+ projects waiting for TGE on Kaito (avg 2-4 months delay)

– Many of these unlock in 2025, large, coordinated VC unlock waves

– $1.1B of token unlocks coming next week alone (TRUMP, FTN, etc.)

– Netflows are concentrated in ETH, HYPE, Hyperliquid, Arbitrum

This is not the broad-based liquidity rotation we saw in DeFi Summer or Q1 2021.

Instead, we’re seeing local altseasons within isolated ecosystems, not a full market-wide wave yet.

So if you’re holding random altcoins waiting for them to just catch up, you might be waiting forever.

3⃣ The Ethereum signal

ETH is quietly telling the story before the others.

ETH/USD just reclaimed the range low, retested, and is pushing into the midrange.

ETH/BTC is showing early signs of a potential macro bottom, just like 2020.

In previous cycles, this was the precise inflection point before altcoins outperformed:

– Bitcoin starts second leg

– ETH catches up

– Retail rotates to high beta alts

It’s not confirmed yet, but it’s close.

4⃣ The structure risk: What if we supercycle?

There’s a real risk that this cycle breaks the pattern.

If Bitcoin breaks out above the historical diminishing return resistance line, the same one that capped each past cycle, then dominance might never drop the same way again.

That would mean:

– No clean altseason rotation

– Dominance keeps rising with BTC as a macro asset

– Only a few select alts perform, not the whole market

Do I think that’s the base case? No.

But it’s a growing probability and it changes how I manage risk.

5⃣ So what’s the play?

Here’s how I’m thinking about it:

– Yes, the classic altseason structure is lining up

– But, there’s way more dilution, more noise, and slower rotation

– The best setups are: low unlock supply + strong communities + narrative clarity

Examples that fit the mold right now:

– HYPE (structure, narrative, no heavy unlocks)

– KAITO (InfoFi traction)

– ETH (range structure + dominance pivot)

– SEI, XRP, AAVE (chart + macro inflection)

The rest is probably just going to bleed unless something shifts.

6⃣ Final thought:

Altseason won’t come gift-wrapped

There won’t be a clear tweet saying It’s altseason now

Like last cycle, it’ll sneak up on you after max pain, max boredom, and max disbelief.

But if you track the structure not the hype, the signals are starting to rhyme.

We’re close, just don’t confuse a rotation window with a free-for-all.

And always know where you are in the cycle.

🚨BREAKING: Trump-Backed Crypto Project World Liberty Financial Votes to Go Public!

I was one of the first crypto accounts who shared $TRUMP coin with you.

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Memecoins are seeing accelerating social interest today. The leaders...

What factors are used to determine NFT szn?

- Marketcap (needs to grow 4x more to return to peak)
- Volume ($10M in the past 24h, for comparison, $TRUMP volume in the past 24h was $390M)
- New collections weekly (almost none currently)
- FP of old collections increasing (only a few collections increased more than 10% in the past 7D)

I believe that if we continue to witness another NFT season, it will be very different from before, similar to this season's Alt season.

Growth will focus only on collections that have truly proven their value. Those that have survived through the Bear market, still have strong community support, and have built unique selling points.

We can easily see a few prominent names that continue to build with IP, products, and vision to onboard Web2 users. They will be the backbone of current NFTs, and the upcoming NFT season will revolve around them.

Top Meme Coins by market cap.

Notable, $MOG and $PUMP are down on the 7 day

$FLOKI and $PENGU lead, but in general, rising tides lifts all boats. SPX, Wif, Fartcoin, all in line.