Jesse says we’re at 99% readiness for a full-blown alt season. His Omnicycle Framework—which tracks 94 macro and crypto indicators—is flashing green across the board, with just one piece missing.
Here’s the big picture:
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Liquidity is accelerating year-over-year for the first time since 2021.
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Altcoin ETFs (SOL, ADA, DOGE, etc.) are likely coming in 2025.
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Rate cuts expected in September could trigger a credit expansion.
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Investor sentiment is shifting risk-on.
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Only missing signal: private credit growth (expected to flip green by Sept).
But fuel alone isn’t enough. Jesse says we still need a spark—a strong narrative to ignite the move. That could be ETF approvals, the first Fed cut, or Q4 seasonality (crypto historically performs well Oct–Dec).
He also argues this won’t be the usual 4-year cycle—COVID-era policies broke that pattern. Instead, we’re entering a 5-year cycle, likely peaking in late 2026.
Most likely scenario:
A two-stage bull run — initial rally → pause → blow-off top in 2026.
📅 Watch September–October closely. The setup is nearly done.
🔥 The market just needs a spark.
