• Consider LINK via dollar-cost averaging near $10.65, with $9.75 as a possible deeper-pullback level rather than a guaranteed floor.
• Watch SUI at $0.90–$0.93 and AERO at $0.60–$0.67 for staged entries; both could fall further if Bitcoin weakens.
• ONDO is in the stated buy zone at $0.38–$0.43, with $0.34 identified as possible lower support.
• Stay patient with altcoins: the bullish Bitcoin thesis depends on holding $57,750, and extended consolidation could pressure altcoins further.

Bitcoin (BTC)

What was said

• The speaker considers the market to be in a bull run while Bitcoin continues making higher highs and higher lows, and while it stays above $57,750.
• They identify possible support around $76,000–$78,000, then $75,000, and, in a deeper pullback, $70,000–$73,000.
• The speaker expects Bitcoin may consolidate for an extended period before a potential breakout. They argue that sideways movement or sharp drops in Bitcoin can weigh disproportionately on altcoins.
• A bounce toward $94,000 followed by a correction is presented as one possible path around the midterm elections—not a certainty.

Takeaways

• The speaker’s approach is to watch the stated support levels and consider buying dips rather than reacting to short-term fear. Their bull-market thesis depends on Bitcoin maintaining its trend and key levels.
• A break below $57,750 would challenge the speaker’s stated bull-market condition. They also warn that further Bitcoin weakness could push altcoins to new cycle lows.

Near Protocol (NEAR)

What was said

• The speaker says NEAR is not yet at their preferred buying area and identifies $3.70 as a possible retracement level.
• They suggest NEAR has shown relatively strong signs, so it may not fall that far.

Takeaways

• The speaker is watching for a pullback toward $3.70, but does not provide a more precise buy-zone range.

Aave (AAVE)

What was said

• The speaker says AAVE is still above their preferred area and identifies support near its 200-day EMA.
• Their stated potential buying range is approximately $130–$140.

Takeaways

• The speaker is waiting for a possible move into the $130–$140 area, while noting that a Bitcoin decline could affect whether AAVE reaches it.

Chainlink (LINK)

What was said

• The speaker says LINK is at their initial buy area around $10.65.
• They identify approximately $9.75 as a possible lower level in a more severe pullback, particularly if Bitcoin falls toward $70,000–$75,000.

Takeaways

• The speaker says dollar-cost averaging around current levels makes sense to them, while treating $9.75 as a possible deeper-pullback level—not a guaranteed floor.

Pump.fun (PUMP)

What was said

• The speaker says PUMP briefly entered their buy zone and is still near it.
• They note it has not broken above a neckline and could continue moving sideways near its 200-day EMA.
• No specific price range for the buy zone is stated in the transcript.

Takeaways

• The speaker is watching for continued price action near the buy zone, but provides no exact level to use.

Sui (SUI)

What was said

• The speaker describes SUI as one of the cycle’s stronger, underrated coins and says it could follow a path similar to Solana’s 2022–2023 recovery.
• They cite a partnership with Samsung Wallet to bring USDC to Samsung’s 89 million devices.
• Their stated buying area is $0.90–$0.93. They also note SUI has broken below its 200-day EMA.

Takeaways

• The speaker says dollar-cost averaging near the stated range could be considered, while recognizing that further Bitcoin weakness could push SUI lower.

Aerodrome Finance (AERO)

What was said

• The speaker calls Aerodrome one of the cycle’s best coins and identifies $0.60–$0.67 as a preferred buying area.

Takeaways

• The speaker is watching for an entry within the stated range; no price target or timeline for a rebound is given.

Ondo (ONDO)

What was said

• The speaker says ONDO is already in their buy zone at $0.38–$0.43.
• They identify $0.34 as a possible lower support level if Bitcoin continues to fall.

Takeaways

• The speaker is looking at the current range for potential purchases, while treating $0.34 as a possible downside level in a worse-case scenario.

Morpho (MORPHO)

What was said

• The speaker says Morpho is sitting near its 200-day EMA, where it could bounce temporarily if Bitcoin does not fall further.
• Their stated potential buying range is $1.72–$1.90. They also say Morpho has broken below support that held through much of the bull market.

Takeaways

• The speaker is watching the stated range but warns that a sharp drop remains possible if Bitcoin weakens.

Stellar (XLM)

What was said

• The speaker identifies $0.15–$0.17 as a favorable buying range.
• They say they would become an aggressive buyer around $0.14 if Bitcoin has a larger pullback, describing that level as a possible “triple bottom” area.

Takeaways

• The speaker distinguishes between the current range and a more aggressive buying level near $0.14; neither is presented as a guaranteed bottom.

Jupiter (JUP)

What was said

• The speaker describes Jupiter as a Solana-based decentralized exchange with perpetuals, derivatives, and prediction markets.
• JUP bounced from the stated $0.275 buy level. The speaker identifies a broader potential range down to about $0.25, near the 200-day EMA.

Takeaways

• The speaker is watching $0.25–$0.275 as a potential buying area, while noting that the price could move sideways or fall further if Bitcoin corrects.

Quant (QNT)

What was said

• The speaker says QNT reached their first level near $180 and identifies $144 as a lower level, describing the range between them as an opportunity.
• They note QNT is about 50% below its local high and caution against buying coins that have already risen sharply early in a bull market.

Takeaways

• The speaker is watching $144–$180 as a potential buying range. Their broader point is to avoid chasing coins after large early-cycle gains.

Bittensor (TAO)

What was said

• The speaker identifies $2.37–$2.53 as a buy range for TAO and says it is just below its 200-day EMA.
• They say it may bounce from this area, but that outcome depends on Bitcoin’s direction.

Takeaways

• The speaker is watching the stated range for a possible entry, while noting that a Bitcoin decline could push TAO lower.

Altcoins as a broader investment theme

What was said

• The speaker argues that altcoins tend to struggle when Bitcoin consolidates, even if Bitcoin is not falling sharply. They cite past periods in 2018, 2022, and 2023 when altcoins cooled off after rising from their lows.
• They warn that some altcoins could make new cycle lows during an extended Bitcoin consolidation.
• The speaker describes midterm elections as a possible source of volatility, citing historical crypto drops around past midterms. They also cite average S&P 500 returns of about 3.5% in midterm years and 13.5% in the following years, while acknowledging that history may not repeat.

Takeaways

• The discussion favors patience and staged buying over chasing short-term rallies, especially for altcoins that have already risen substantially.
• The speaker’s broader thesis is that a difficult consolidation could create lower entry points, but the same period could also bring additional losses. They expect potentially stronger stock-market returns in 2027 based on the historical midterm pattern and say they believe crypto investors should be selling by then.

S&P 500 (SPX)

What was said

• The speaker says the S&P 500 has historically returned about 3.5% on average during midterm years and about 13.5% in the year after midterms.
• They attribute the difference to uncertainty during election years and greater certainty afterward.

Takeaways

• The speaker sees 2027 as a potentially stronger year for stocks if the historical pattern repeats. This is a historical comparison, not a specific index target or guaranteed forecast.