• Keep entries staged and retain cash; consider deploying only about 50% of available cash on an initial Bitcoin pullback around the late $70,000s–$81,000, with the mid-$70,000s a deeper-risk zone; a confirmed rebound could target $100,000.
• Watch NEAR for a pullback into the mid-$3s to high-$3s, and ZEC near $1,000–$1,100, rather than chasing recent strength.
• AVAX is a cautious partial-entry candidate after its breakout retest, with a potential $16–$20 move but risk of a 20% pullback.
• For higher-risk SUPER, watch for a retest at $0.15–$0.16; $0.60 is a conditional rally target, not a guaranteed outcome.

Bitcoin (BTC)

• The speaker sees two possible near-term paths: a pullback followed by a bounce, or a deeper flush before a recovery. They are not treating the market as fully bullish yet.
• The first buy zone mentioned is from the late $70,000s to about $81,000; a deeper scenario could reach the mid-$70,000s. The speaker also discussed a possible move down toward $80,000.
• They said they would deploy only about 50% of available cash into an initial dip and prefer buying on confirmation rather than going all in.
• If Bitcoin holds its support and rebounds, the speaker sees a possible move toward $100,000. A push higher first would make the deeper mid-$70,000s scenario less likely, but would not eliminate the speaker’s interest in buying a later pullback.
• The speaker expects short-term choppiness and warned that a fast shakeout could precede a reversal.

Takeaways

• The discussion favors staged entries and keeping cash available over committing all at once. The price zones and $100,000 scenario are the speaker’s conditional views, not assured outcomes.

Ethereum (ETH)

• Ethereum was described as one of the stronger large altcoins, with Ethereum dominance and ETH relative to Bitcoin starting to rise.
• The speaker noted a developing flag pattern but said ETH had been rejected after attempting to break higher.
• They cited a reference level of 2.425; the transcript does not specify the currency or make clear whether this is a price target or chart level.
• The speaker may consider building an ETH position sooner if market conditions change, but warned that altcoin strength could prove temporary.

Takeaways

• ETH was presented as comparatively strong, but the speaker’s approach remains conditional: watch whether it can sustain strength rather than assuming the attempted breakout will hold.

Solana (SOL)

• Solana was described as holding up relatively well, but the speaker warned that it could fall faster if it loses its trend.
• The speaker is watching for a possible pullback and says major limit orders are part of the plan.

Takeaways

• The discussion suggests waiting for confirmation or a pullback rather than treating current relative strength as protection from a broader market decline.

XRP (XRP)

• The speaker said XRP had lost its trend and that a further 15–20% decline remained possible.

Takeaways

• The outlook was cautious. The speaker’s stated downside scenario is a risk to consider before entering or adding to a position.

Immutable (IMX)

• Immutable X was described as starting to lose its trend, with no specific price level given.

Takeaways

• The discussion points to caution and monitoring for a pullback; it does not provide a price target or a clear buy level.

Filecoin (FIL)

• Filecoin was said to be holding its trend for now, but the speaker identified a possible 10–15% pullback if it fails to hold.

Takeaways

• The speaker sees a potential buying opportunity after a pullback, while emphasizing that the trend could weaken first.

Hedera (HBAR)

• HBAR had “a pop” and was described as showing strength, but the speaker wanted to see it pull back before buying.
• No specific entry price was provided.

Takeaways

• The discussion favors waiting for a retracement rather than chasing the recent move.

NEAR Protocol (NEAR)

• The speaker described NEAR as having had a strong two-week run and said a dip could offer an entry.
• The cited buy area was the mid-$3s to the high-$3s. The speaker cautioned that a move into that area might not last long.

Takeaways

• The speaker’s plan was to watch for a pullback into the stated range rather than chase NEAR after its recent strength.

Zcash (ZEC)

• Zcash was described as a recent cycle winner that had finally lost its short-term trend.
• The speaker said they were not buying immediately and were watching for a possible move to $1,000–$1,100 as a potential entry area.
• A short-term bounce could happen before a further decline, in the speaker’s view.

Takeaways

• The stated approach is to wait for the lower zone and avoid assuming a short-term bounce means the pullback is over.

Avalanche (AVAX)

• AVAX was described as having broken out and retested a weekly level, making it one of the coins the speaker was willing to buy “a little bit” sooner.
• The speaker said it could move toward $16–$20, but also advised being prepared for a 20% pullback.

Takeaways

• The discussion supports only a cautious, partial entry in the speaker’s view, with the possibility of a sharp pullback still in play.

Injective (INJ)

• The speaker said they were waiting for Injective around the mid-$6s to $6 area; the exact intended level is unclear from the transcript.

Takeaways

• The speaker’s stated preference was to wait for a lower entry rather than buy immediately.

Fetch.ai (FET)

• Fetch was said not to have broken out yet. No price level or specific entry zone was provided.

Takeaways

• The discussion suggests waiting for a clearer breakout or support area before acting.

Render (RENDER)

• The speaker was still looking for Render to move lower, without specifying a price.

Takeaways

• The stated approach is to wait for a pullback rather than buy at current levels.

Ondo (ONDO)

• The speaker said a return to the mid-$0.40s to high-$0.50s could be a good buy area.

Takeaways

• The discussion identifies a potential pullback zone to watch; it does not establish that price will reach it.

The Graph (GRT)

• The speaker described GRT as attractive around the “late two cents” area. The exact level is unclear from the transcript.

Takeaways

• Treat the quoted area as imprecise; the discussion offers a possible zone, not a clearly specified price target.

Aave (AAVE)

• Aave was mentioned as one of the altcoins that was popping, alongside a general observation that some coins breaking out and retesting prior highs can continue higher.

Takeaways

• The speaker’s broader setup is to look for breakouts followed by successful retests, rather than assuming a sharp rise will continue without a pullback.

Chainlink (LINK)

• Chainlink was cited as showing strength while some previously strong altcoins were pulling back.
• The speaker said that people who have been waiting for quality “blue chips” on their watchlist might consider taking a partial position as they begin to move.

Takeaways

• The discussion suggests considering a limited position only if LINK is already a preferred asset, while keeping room for a broader market pullback.

Curve (CRV)

• Curve was described as breaking out and worth watching.
• The speaker cautioned that even coins showing strength could still experience a 10–20% drop.

Takeaways

• The discussion is watchful rather than an unconditional buy signal: a breakout may be promising, but pullback risk remains.

Dogecoin (DOGE)

• Dogecoin was described as being in an accumulation zone and showing relative strength. The speaker referred to a range “anywhere in a 5% high range,” but the exact boundaries are unclear.

Takeaways

• The transcript points to an area of interest but does not provide a clear price range or specific recommendation beyond watching for strength.

Pepe (PEPE)

• PEPE was described as being in an accumulation zone for investors interested in meme coins.
• The speaker said they were not heavily positioned in meme coins at that time.

Takeaways

• The discussion flags PEPE as an area to watch, while making clear that the speaker was not expressing strong personal conviction or a specific buy level.

Internet Computer (ICP)

• The speaker said ICP had not broken out yet.

Takeaways

• No specific entry or target was given; the discussion suggests waiting for a clearer breakout.

SuperFarm (SUPER)

• The speaker said SuperFarm might be getting ready for a run.
• They were watching for a retest around $0.15–$0.16 as a possible entry and cited $0.60 as a potential rally target.

Takeaways

• This was one of the clearest trade ideas in the episode, but it remains conditional on a retest and is a high-risk altcoin setup rather than a guaranteed move.

Altcoin Market and Broader Strategy

• The speaker expects Bitcoin dominance and market conditions to affect altcoins: some coins may continue rising, while most could pull back if Bitcoin sells off.
• They estimated that in a pullback scenario, about 90% of altcoins might decline while 10% could rise.
• Their general approach was to ladder into positions, keep some cash available, and avoid being “chopped up” during a choppy market.
• The speaker also pointed to uncertainty around the U.S. dollar approaching resistance, the stock market potentially losing support, and gold possibly falling another 5%.

Takeaways

• The central strategy discussed was selective, staged buying rather than broad altcoin exposure or going all in.
• The speaker explicitly warned of potential 10–20% drops and brief moves that could leave buyers down 10–30%. These risks are especially relevant to altcoins, which may behave very differently from one another.