XO

“@canetorin eth next would be nice....”

“@FredWick7 Repeat of a similar period in 2025 seems to be on the cards ...”

“$ETH I think we're approaching an area of interest around the local range highs, see the blue levels. Interested to see how price trades around Monday's high. If the right trigger develops, I'd be open to expressing a tactical short for a mean-reversion rotation over the coming weeks - if the trigger is there... Not necessarily a bearish view... simply trading location, structure and the opportunity in front of me. Spot remains largely unchanged - wanting to continue adding on meaningful pullbacks. That's ultimately why I'm comfortable shifting tactically through perps... I can trade both sides of the shorter-term auction without having to over-trade the broader macro spot positioning.”

“Pleasing to see some of this playing out... There’s probably enough evidence now to identify which alts are attracting genuine demand, particularly those already 2–3x off their macro cycle lows with a fundamental driver behind the move. The next leg higher ultimately depends on Bitcoin imo, but any meaningful correction should offer opportunities to build positional exposure in select names over the next several months. The upside could be significant with some patience heading into 2027 imo... Otherwise, simply play the momentum with a set of bands.”

“$BTC Without getting too caught up in the details of the move, what stood out for me once again was price rejecting from the 50W MA - which ive sold... once again... Its a bull market if price can convincingly reclaim and find acceptance above it... ideally supported by strong passive flows, rather than simply shorts unwinding before price rolls over again - as per today.. Still a range until it isn’t... Current m-vwap line in the sand for me... Until then...”

“$BTC This has all but played out, with price gravitating towards previous week’s low and stopping a few hundred dollars short. Two levels stand out from here... previous week’s low 76.1, and previous week’s VAL around 77.4–77.5k. Those are the two levels where participants are currently advertising, and I suspect those levels help define the range through London heading into CPI / NFP and the NY session. If we trade back into the confluence of previous day’s low and previous week’s low, that’s where I’d be interested in a rotational long... particularly if we see aggressive selling absorbed and an inability to auction lower - more so if its liquidation driven - so at this point wont know if the level sticks or not. Equally, acceptance back inside previous week’s value would have me looking for rotation higher towards current week’s VWAP, around the 78.4s. On sunday I was heavily leaning towards a correction and positioned on the short side of several alts heading into the weekly open - which has played out nicely - see previous tweet chain. That said, it’s the weekend... I’m in no hurry to put on trades until next week unless something particularly compelling sets up.”

“So another tap on the 50week MA... and rejected again... 1. Consolidation with a higher low or compression under the band gives the likelyhood of expansion... 2. Should price drift way and trade through the 12/21s then were probably in for a longer period of building a base.”