VirtualBacon
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VirtualBacon

by @virtualbacon

422 videos

I'm Dennis, a Crypto angel investor with 100+ startups in our portfolio. On this channel I share my views on market trends and investing strategy for Crypto.
Ask about VirtualBaconAnswers are grounded in this source's posts from the last 30 days.

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422 posts
Why a Fed Rate Hike Won't Stop Bitcoin | Arthur Hayes Interview

Accumulate Bitcoin (BTC) on price dips toward the $58,000–$63,000 range to capitalize on expanding global fiat liquidity and monetary debasement.

Build a core holding in Ethereum (ETH) as the primary foundation for institutional Real World Asset (RWA) tokenization, offering strong upside potential toward its prior $5,000 all-time high.

Buy Uniswap (UNI) near current $7 levels as a direct proxy for growing decentralized trading activity, targeting a price breakout above $20.

Consider an asymmetric growth trade in Ethena (ENA) targeting a 5x recovery as post-unlock selling subsides and market activity boosts synthetic dollar yields.

Gain early exposure to the decentralized AI compute sector by participating in testnet GPU mining and airdrop tasks for Flop Network (FLOP) ahead of its mainnet launch.

US Debt Crisis Is Out of Control. Treasury Buys Its Own Debt Now.

The US Treasury is expanding bond buybacks to $6 billion per operation to force the 10-Year Treasury Yield down from near 5% toward 4%, signaling a major liquidity shift toward hard assets. Accumulate Bitcoin (BTC) to capitalize on currency debasement and falling bond yields, which significantly increase the appeal of non-yielding digital assets. Use pullbacks to aggressively buy Gold (XAU), as expanding government debt monetization undermines cash and traditional fixed-income returns. Sell into any short-term rallies on the US Dollar Index (DXY) above the 100 level, as ongoing Treasury interventions will ultimately drive sustained currency depreciation.

US Bond Yields Hit 19-Year Highs. Good or Bad for Bitcoin?

For Bitcoin (BTC), prepare to accumulate heavily if prices pull back to $66,000, or enter with high conviction once price secures a weekly close above $82,000. Top narrative plays like Ondo (ONDO) in Real World Assets (RWA) and Render (RENDER) in Artificial Intelligence (AI) offer substantial upside, but positions should be capped at a maximum three-month holding period before rotating profits back into BTC. Investors targeting Solana (SOL) should look for a realistic cycle peak near $400, while delaying entries into ecosystem tokens like Jupiter (JUP) until SOL confirms an upward breakout. Long-term investors should prioritize holding spot BTC directly over leveraged stock proxies like MicroStrategy (MSTR) to avoid dilution and excessive downside risk. Broader market liquidity will officially turn bullish for crypto once the 2-Year Treasury Yield (US02Y) peaks and the US Dollar Index (DXY) breaks down below $95 – $96.

Why Altcoin Gains Are Not Gone in This Cycle

Position Bitcoin (BTC) as a lower-volatility core holding with realistic targets of $100,000+, offering steady 2x to 3x upside.

Prioritize new capital into emerging Artificial Intelligence (AI) crypto projects, which represent a primary narrative primed to deliver 10x to 20x returns in the next market cycle.

Accumulate Real-World Assets (RWA) and tokenized equities to benefit from macro tailwinds expected to propel the altcoin market cap toward its previous $1.7 trillion peak.

Rotate profits out of older large-caps like XRP (XRP) following short-term surges, as sustainable multi-cycle outperformance remains rare compared to newer sector leaders.

Bitcoin Dominance Is Broken and Altcoins Are at a 10-Year Floor

Long-term investors should steadily accumulate discounted altcoins, which are forming a cyclical bottom against Bitcoin (BTC) around a 0.4 valuation ratio similar to the 2019–2020 pre-rally setup. Keep Bitcoin (BTC) as your primary, lower-risk holding until broad market rotation is confirmed. To accurately time when capital shifts into riskier assets, monitor Bitcoin dominance adjusted to exclude stablecoins rather than relying on traditional metrics. Watch the Global Liquidity Index (GLI) and the U.S. Federal Reserve balance sheet as your primary macro triggers for when massive market-wide rallies will ignite. Maintain a patient, phased buying approach across 2024 and 2025, holding off on aggressive exposure until central bank liquidity injections accelerate significantly beyond the current $20 to $25 billion baseline.

The Last Chance to Buy Bitcoin is Coming. Don't Miss It Again.

Prepare buy orders for Bitcoin (BTC) around the $66,000 dip level, which represents the primary accumulation zone before an anticipated breakout above $82,000.

Dollar-cost average into top blue-chip cryptocurrencies during market pullbacks by targeting Ethereum (ETH) between $1,412 and $1,695, while setting entry orders for Solana (SOL) near $77.

Look to accumulate XRP (XRP) between $1.00 and $1.11, and establish baseline positions in BNB (BNB) at or below $584.

For higher-volatility upside, stagger deep capitulation buy orders for Hyperliquid (HYPE) between $37 and $46, and accumulate Dogecoin (DOGE) in the $0.06 to $0.069 range.

Treat any broader market sell-offs driven by elevated Brent Crude Oil prices as strategic buying opportunities, as policy-driven weakness in the US Dollar Index (DXY) is poised to boost hard assets.

Why Robinhood Chain Has Huge Potential In This Cycle

Hold off on new high-risk crypto allocations until Bitcoin (BTC) confirms a bull market trend above its 50-week SMA or hits key support near $65,000.

Prepare early for the emerging Robinhood Chain ecosystem by setting up a compatible wallet funded with Ethereum (ETH) for network fees and familiarizing yourself with its native USDG stablecoin.

Prioritize upcoming Real-World Asset (RWA) and DeFi infrastructure protocols supporting tokenized equities like NVIDIA (NVDA), Tesla (TSLA), and Apple (AAPL) over simply holding the tokenized shares.

Avoid chasing overextended, high-risk meme coins like Artificial Inu (AI) and CashCat after recent price surges, waiting instead for chain consolidation to target early-stage AI and financial infrastructure plays.

How to Tell the Bitcoin Bottom Is In | Matt Hougan Interview

Dollar-cost average into Bitcoin (BTC) to capture accelerating institutional wealth adoption, positioning for a long-term base-case price target of $1.3 million by 2035 as the asset moves through a macro bottom. Shift capital away from purely speculative tokens toward underpriced, cash-flow-generating Decentralized Finance (DeFi) blue-chips like Uniswap (UNI), Aave (AAVE), and Morpho, which are primed to re-rate as fee-sharing models go live. Maintain selective exposure to leading revenue-generating protocols such as Hyperliquid and Aerodrome (AERO) to benefit from direct fee-distribution mechanics. Capitalize on the massive Real-World Assets (RWA) and tokenization expansion by investing in foundational Layer-1 networks and blockchain oracle protocols set to facilitate a projected 10x to 100x influx of traditional financial assets on-chain.

Bitcoin's Golden Cross Just Fired. Is The Bull Run Starting?

Bitcoin (BTC) is expected to consolidate between $65,000 and $80,000 over the next one to two months, signaling that investors should avoid using aggressive leverage.

Investors looking to accumulate should deploy remaining cash reserves into BTC if the price pulls back to retest major support near $65,000.

Wait for a confirmed weekly close above $80,000 on BTC before shifting into a high-risk portfolio posture, as this level validates the official start of the macro bull run.

Exercise patience and avoid chasing speculative altcoins for now, as these high-beta assets face steep downside risk during short-term market pullbacks.

Prepare to aggressively scale into altcoins only after BTC decisively breaks above $80,000 or reaches deep discount levels during a drop to $65,000.

Bitcoin vs Altcoin Dominance: Why This Cycle Could Be Huge For Altcoins

Treat Bitcoin (BTC) as your core portfolio anchor by waiting for a confirmed weekly close above $80,000 to $83,000 before increasing risk, while aggressively accumulating if prices pull back toward $65,000.

Delay major allocations into altcoins until Bitcoin (BTC) confirms its breakout, aiming to trade fast-moving narrative rotations in short 1 to 3-month windows rather than holding long-term.

Maintain tactical exposure over the next 6 to 12 months in the high-upside AI Agent narrative through Virtuals Protocol (VIRTUAL), but wait for broader market strength before entering Bittensor (TAO) subnets.

Focus decentralized trading exposure on market-leading Perpetual DEX Protocols like Hyperliquid and Lighter, while monitoring Aster for follow-up momentum setups.

Watch Brent Crude Oil closely if it remains above $100 per barrel, as sustained energy spikes serve as an early warning to tighten risk management across both the S&P 500 and crypto holdings.

Bitcoin Failed At The Bull Market Line. I'm Still Waiting.

For Bitcoin (BTC), hold off on new buys until a weekly close confirms a breakout above $80,000, or look to scale in heavily if the price pulls back to strong support at $65,000.

For tech and AI equities, wait for the Semiconductor Index (SOX) to pull back to the 9,400–10,000 range before deploying new capital into chip leaders like NVIDIA (NVDA), AMD (AMD), and Micron (MU).

Avoid chasing broad altcoins until deep valuation discounts appear, focusing accumulation specifically below $1,600 for Ethereum (ETH) and below $60 for Solana (SOL).

Investors looking to capitalize on exchange-driven liquidity should hold Robinhood (HOOD) stock as the safest way to gain exposure to the upcoming Robinhood Chain ecosystem.

Take profits on extended privacy tokens like Zcash (ZEC) and Monero (XMR), while treating any sustained move in Crude Oil above $100 as a key warning sign to reduce overall portfolio risk.

What Really Drives the Bitcoin Cycle Now | Charles Edwards Interview

Long-term investors can look to accumulate Bitcoin (BTC) within its historical value zone of $60,000 to $65,000, while keeping cash available in the event of a deeper cycle flush toward the $40,000 to $45,000 miner cost baseline.

For high-growth crypto exposure, Hyperliquid (HYPE) presents an attractive accumulation opportunity on pullbacks near $50, supported by robust fee generation, a modest valuation, and aggressive token buybacks.

Investors should target AI Infrastructure as public mining companies rapidly repurpose power and hardware over the next 12 to 24 months to capture higher-margin computing revenue.

The Quantum Computing sector provides an attractive multi-year speculative opportunity, projected to unlock $2 trillion in economic value over the next 5 to 10 years.

Conversely, reduce exposure to debt-leveraged corporate treasuries like MicroStrategy (MSTR), as structural risks and unexpected balance-sheet selling create ongoing market overhang.

The Real Reason Bitcoin Keeps Going Up | Jim Bianco Interview

Prepare to buy Bitcoin (BTC) toward the end of the year if the price dips into the $56,000–$60,000 range, which aligns with historical bear market bottoms.

Rotate capital into fundamentally strong networks like Ethereum (ETH) and Tron (TRX) for greater upside potential in the next cycle, while exercising caution with Solana (SOL) due to its heavy reliance on meme coins.

Take advantage of elevated fixed-income payouts by locking in long-term U.S. Treasuries while the 30-year Treasury yield trades above 5.20%.

Consider actively managed bond strategies such as the WisdomTree Bianco Research Fixed Income Total Return Index ETF (WTBN) to navigate shifting interest rate policies better than standard index funds.

Monitor European gas oil, domestic diesel, and Brent crude oil near the $100/barrel panic threshold as primary indicators for persistent inflation and broad market risk.

Inside the Bitcoin ETF Money Machine | James Seyffart Interview

Investors should prepare for Bitcoin (BTC) consolidation through September or October ahead of a potential market rebound, utilizing low-fee vehicles like the MSBT ETF to establish a 1% to 4% core portfolio allocation. For immediate yield generation, prioritize staking-enabled Solana (SOL) ETFs to capture attractive 7% yields that actively offset token inflation. When trading Ethereum (ETH), choose ETH-B to secure 2% staking yields for long-term holding, or use ETH-A for liquid trading without lockup constraints. High-growth allocators should watch Hyperliquid (HYPE) and Ripple (XRP) ETFs, which continue to demonstrate resilient institutional demand and net inflows during market dips. To mitigate liquidation risks associated with hyper-niche altcoin funds, gain broader market exposure through actively managed crypto baskets or infrastructure funds like the Amplify Transformational Data Sharing ETF (BLOK).

Bitcoin Just Tagged $81,000. This Is The Worst Time To Buy.

For Bitcoin (BTC), avoid buying at current resistance and wait for a confirmed weekly close above $81,000–$82,000 before entering breakout positions, or prepare to accumulate heavily on a pullback toward $65,000.

Maintain existing long positions in Gold (XAU) as macro conditions remain favorable as long as weekly closes stay above $4,500.

For Ethereum (ETH), delay new entries until a broader market rally triggers a breakout toward $2,600–$2,700, or look to buy on a deep dip near $1,700–$1,800.

Within the decentralized AI sector, look to buy Bittensor (TAO) on a confirmed breakout above $330 or accumulate if the price falls below $190.

Lock in profits on overextended tokens like Hyperliquid (HYPE) near $80 to rotate into undervalued large-cap assets, and avoid chasing Venice (VVV) unless it corrects toward $2.00.

The #1 Crypto Tax Mistake Investors Make | Wealthy Expat Interview

Dollar-cost average into Bitcoin (BTC) within the $62,000 to $63,000 consolidation range, targeting a 1- to 2-year cycle price objective between $200,000 and $250,000.

For high-risk Altcoins and DeFi assets like Ethereum (ETH) and PancakeSwap (CAKE), practice disciplined risk management by securing profits after 30% gains and rotating proceeds back into BTC or stablecoins (USDT, USDC).

Maximize your net returns by holding digital assets for longer than 12 months to qualify for 0% capital gains tax in investor-friendly jurisdictions like Germany, Portugal, or Malta.

Execute Strategic Tax Relocation during market downturns by establishing residency in zero-tax hubs like Dubai (UAE) or accessing direct crypto-friendly banking in Panama to legally safeguard long-term portfolio growth.

Should You Buy Bitcoin Now at 77K or Wait?

Investors should hold off on buying Bitcoin (BTC) at its current $77,400 price point, as it faces heavy resistance that poses a high risk of a short-term rejection. A safer strategy is to buy only after a confirmed breakout above $83,000 over the next month, which raises the probability of a sustained crypto bull market to 80%. If the price fails at resistance and pulls back, look to accumulate BTC as a discounted buying opportunity near the $66,000 support level. Finally, avoid shorting Bitcoin right now, as betting against strong momentum in the late stages of a bear market carries significant risk.

Bitcoin Just Hit $79,000. Has The New Bull Run Started?

For Bitcoin (BTC), avoid buying at current resistance and instead wait for a confirmed weekly close above $82,000 targeting $85,000 to $100,000, or look for a pullback entry near the $67,000 support level. Active traders can open a tactical short position on Hyperliquid (HYPE) near its $80 all-time high, placing a tight stop-loss just above $80 to capitalize on a potential "sell-the-news" cycle top. Focus altcoin capital strictly on structurally sound assets like Ethereum (ETH), Solana (SOL), and Bittensor (TAO), while taking partial profits on Ripple (XRP) following its recent 38% rally toward $1.38. Plan a sequential capital rotation by taking gains from major Layer 1 tokens and moving them into high-conviction Artificial Intelligence (AI) and Real World Asset (RWA) projects over the next 3 to 4 months. In traditional markets, wait for Gold (XAU) to confirm a breakout above $4,500 before opening new long positions, while monitoring the Jackson Hole Symposium for Federal Reserve liquidity cues that could trigger a broader crypto expansion.

Why Monero is a Better Bet Than Zcash in Privacy Cryptos

For exposure to the privacy cryptocurrency narrative, Monero (XMR) is the safer and more predictable choice compared to Zcash (ZEC). Investors should look to buy Monero (XMR) if the price dips below its $270 fair value level, keeping an eye on initial support between $295 and $300. In contrast, avoid purchasing Zcash (ZEC) at current levels around $490 or on shallow pullbacks near $370 due to elevated risk of a major correction. Only consider buying Zcash (ZEC) if a severe market sell-off drives the price down to major support around $200.

How Much Return Can You Get From Altcoins in the Next Bull Run?

Maintain a core holding in Bitcoin to navigate market volatility while capturing its expected 3x to 4x growth this cycle. Capitalize on high-conviction narrative waves by investing in AI-related crypto assets like BitTensor (TAO) to target early 3x to 7x upside. Actively take profits during narrative shifts—such as rotating from AI into Real World Assets—to compound your total cycle returns toward a 10x to 15x target. Look beyond mega-caps like Ethereum and BNB, noting that XRP uniquely retains a 10x potential among larger assets. Finally, restrict any pursuit of extreme 50x returns strictly to high-risk, micro-cap Meme Coins using disciplined risk management.