Despite lots of bullish news (pro-crypto moves from the SEC, White House, and even ETF progress), Bitcoin and Ethereum are in a holding pattern.
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BTC: Not crashing, but not breaking out either.
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ETH: Keeps getting rejected near $4K – that’s become a key resistance level.
Guy and Nick still believe both could push higher, especially if inflation eases and a September rate cut (82% chance) happens.
📉 Altcoin Season – Is It Over?
Alts took a beating this past week – many dropped harder than BTC.
But the hosts don’t think alt season is done.
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Expect more gains, but only for solid projects
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Narrative and quality matter more now
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Meme coins pumping off random hype? Probably not sustainable
📊 Portfolio Moves
Nick is focused on high-conviction plays:
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Holding Bitcoin and Hyperliquid
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Yield farming in the Hyperliquid ecosystem
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Watching Athena and some AI projects
Guy added to a few strong positions:
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ENA (DeFi platform Athena)
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Mammo (AI money manager)
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Syrup (institutional lending via Maple Finance)
Both are also watching ETH and altcoins being bought by corporate treasury funds.
✅ Bottom Line
Stay patient.
Focus on strong fundamentals.
Altcoin season isn’t dead – just more selective now.
