the crypto bull run is in big trouble. here's why

the Federal Reserve fomc meeting just changed the trajectory of cryptocurrency and many altcoins off the back of Jerome Pal's speech ended up taking massive dumps over the last 24 hours so in today's video I'm going to discuss the implications of what has happened over the last day and also discuss what you can do right now to put your portfolio in the best position to succeed over the next few weeks and the coming months I do believe it's going to be a really pivotal few weeks for crypto here and we're going to be diving into the

Dynamics at play in the market in today's video I also have used this recent dip as an opportunity to position myself in a couple of new trades which I'm going to speak about today and I'm going to answer the questions of should you be drisking now is it time to take advantage of this dip and actually buy coins if you are going to buy coins which coin should you actually look at buying because not everything in my opinion does look good to buy right now so we're going to get into all of that and more

in today's video If you do enjoy this type of content make sure you do subscribe for daily crypto updates because it is going to be I think a very volatile next few months in crypto volatile both to the downside and to the upside so you definitely need to make sure you have your finger on the pulse due to the fact that the market is so choppy at the the moment which does create opportunities right but you really need to uh navigate this in the most diligent way possible because it's very easy to get chopped up

in these Market environments so clearly many old coins are down but let's firstly before we go into the olds discuss why this actually happened and basically it was off the back of Jerome Pal's speech the S&P 500 fell sharply and the FED cut rates which was expected by 25 basis points however the hawkish T that Jerome pal used and some of the comments that he made did end up with the markets reacting negatively because they were signs that inflation is coming back and off the back of that the predicted rate cuts for next year dropped

from 3 to2 whilst they raised their inflation expectations from 2.1% to 2.5% and the market reacted negatively to that hawkish sentiment which resulted in the S&P pulling back into the trend line which actually by the way looks completely normal if you look at the S&P right now there's nothing to really Panic about every few months it does get pullbacks like this we had one on August 1st we had another one on the 31st of October and now we're getting another one now on the 18th 19th of December so it is normal for the S&P to

pull back but obviously because crypto run up so much the second the market starts to retrace a bit crypto acts a lot more violently and this is always going to be the case especially in a bull market when stocks pump crypto generally pumps a lot harder and when it pulls back crypto generally dumps a lot harder so if this is your first cycle if this happens to be your first rodeo I want you to know that this kind of price action is completely normal it is completely normal for all coins to drop 20 to 30%

in a day potentially in a bull run it is completely normal for Bitcoin to have massive pumps and then retrace and SS going with it this is normal price action however there are some concrete changes to the market dynamics which I think have happened over the last 24 hours which we do need to discuss because I think it has slightly changed the trajectory of the markets versus let's say what I was anticipating from one week ago and we're going to get into that looking at Bitcoin right now it is sitting around $100,000 actually in the

past couple of hours it started to dip back into this trend line technically this is still a higher low for Bitcoin and it is still exhibiting uh bullish momentum in terms of the general uptrend that it's in I really don't want to see a break below 100 I think if you start to hover below 100 for a day or so then Bitcoin could easily pull back to 95k so what we really want to see is Bitcoin holding 100K that's going to be super super important to watch the markets are likely going to be shaky over

the next few days and I am expecting a bit of choppiness very strong rebounds but also strong sell-offs so just keep that in mind but Bitcoin technically yet has not made a lower high and has not broken down despite retracing a lot of its gains from 10 7 to 100 I mean let's just remind ourselves right now that Bitcoin is still over $100,000 we have a $100,000 Bitcoin and the sentiment has really taken a turn for the worst I mean sometimes it really surprises me how quickly sentiment in crypto shifts I mean just 8 days

ago everyone was euphoric everyone wanted to fomo into AI coins utility coins xrp and now all of a sudden everyone's panicking again it's kind of crazy how we get the these sways in the market and I do think the volatility in Market increases as more retail participants enter the market because they aren't necessarily as experienced as some of us so obviously these swings are going to affect this Market sentiment more so and you are going to see more panic and that's and that actually ends up reflecting on the chart so the deeper you go into

a bull run the more retail that's on boarded the more violent the volatility becomes because a you have more trading volume but B you also have a lot more normies trading against more seasoned veterans and that does lead to shakeouts manipulation and uh just more Panic generally on red days so let's summarize what the meeting actually means for crypto because I've seen a lot of opinions flying around but let's just talk facts today about what jome pal actually said and how I think this is going to impact crypto over the next couple of days but

primarily over the next few weeks and months because I'm not really a low time frame Trader I'm more interested in how does this affect the way that I position heading into the month of January and Beyond so Jesse summarizes it well here number one the FED delivered a hawkish cut this is pretty much where they still cut rates but they include certain terminology that implies hawkishness uh or reduces the likelihood of future Cuts in the market the following year and also some of the comments about the expectation for inflation to increase did catch the market

a little bit off guard because obviously if inflation is anticipated to increase the FED might not have the license to cut rates as much due to the fact that that could only cause further inflation but this is a tactic that Jerome has used in order to quell markets in recent times so they're kind of playing on a bit of a knife's edge they're trying to keep the markets coolish whilst also stimulating the economy so then that's where you get leeway for some of these comments to come in and that's where you do see Market reactions

like this of the back of that um it is quite normal we saw it multiple times especially in 2022 2023 as well when macro was a really prominent factor I think in recent months macro has taken a back seat this is one of the only fomc's in recent times that I would say have been a burger instead of a nothing Burger because recently I mean I even expected this potentially be a nothing Burger um obviously I saw on the charts there was a bit of Dr risking like I highlighted in yesterday's video prior to the

event but we have actually haven't had a concrete uh Market reaction of this magnitude to an fomc in quite some time so macro is definitely important and the reason why I think it's become a little bit more important is because we've kind of exhausted the Trump trade somewhat so anyone that wanted to position off the back of Trump's victory has now had time to position so the market is now looking for that next Catalyst that next potential tail Tailwind to Spur onto new highs given the fact that the market has already rallied quite aggressively so

now macro became a little bit more of an important factor because the Market's looking for that next bullish or bearish signal off the back of the Trump trade whereas if this fomc was a month ago the market probably would have continued ripping higher because there was still a big Trump trade to play out and I think that's why we saw this actually affect the market a little bit more than people myself included expected actually heading into the event number three the FED stop plot projected another 50 basis point of rate Cuts in 2025 which would

take interest rates to 3.9% number four fed officials said risk to employment inflation goals are now imbalance five the FED statement said that the fomc is strongly committed to supporting Max employment 2% inflation now I am personally not a macro expert so I'm going to save the majority of my opinions in today's video to focus on my crypto strategy and altcoin strategy however in the Mars high club Discord we do have a macro expert who helps the members during Times Like These and that is Fabian so let me read out his post from last night

in his Market commentary Channel as to what we should take away from this fomc Fabian said pal tried to balance out the hawkish projections by stating that the actual outcome would be entirely data dependent and we shouldn't rely on the projections too much but his words was still seen as hawkish and conveyed that the FED is trying to tell markets that they will be moving slower from here at the end of the day it sets the bar low for a positive surprise down the road and markets will find their new equal ibrium then move on

in a week or so I think we'll have a couple bounces between next week and New Year's but also think that this put us squarely in choppy Waters until the second half of January when also considering seasonality and micro strategy blackout period now I would actually agree with what he says here I think ultimately what the fomc did is not necessarily cancel the inevitable I still think the seasonality is extremely strong the trend is extremely strong I still expect allcoin to be much higher next year but I think what it did is it delayed things

slightly now this can actually be looked in in two ways it can be looked as a bad thing if you're impatient but it could also be looked at as a good thing because it's buying you time to accumulate and reposition which is very important if you know the destination and it also prolongs the bull market and typically the longer you can prolong a bull market the bigger the gains will actually be because you have these opportunities during events like this to actually flush out the weak hands and increase the sustainability of the market so I

actually view this dip as a good thing because it's actually flushed out a lot of the leverage in the market the weak hands in the market and it also sets us up for a potential as Fabian says positive surprise down the line so I'm all in favor of a slower yet longer Bull Run and I think what this has done is potentially delayed things by let's say 2 to 3 weeks that is my rough estimate as to how this has actually affected the market so it has changed the traj of the bull run but it

hasn't changed the outcome of the bull run which in my opinion does create opportunity and that's what we are going to discuss later in today's video what some of those opportunities actually are Fabian Ends by saying if correct the way to play the cooldown periods in the middle of a ball run is to slowly accumulate strong assets When Things become oversold and don't overtrade or capitulate on deeper red days really no need to rush anything I'll probably be posting less trades as a result which is also good timing with the holidays now there are two

types of dips in crypto there are big leverage liquidation driven Cascades which happen really quick and very violently and then there are more spot selling days now I think this was more of a general drisk SL spot selling capitulation day rather than a leverage liquidation event just based on the data cu the biggest leverage event a liquidation event was actually last week on Tuesday now the big liquidation events these events typically the strongest risk-reward buying opportunities in the crypto Market because typically after a massive liquidation Cascade the market will bounce quite violently which increases your

chances of being profitable very soon after the dump what happened today which is the second category is more of a spot- driven capitulation event now these events can still be great buying opportunities during a bull run but they are slower in terms of how they rebound and they typically don't last a day or half a day you may see bounces but these typically last a matter of days hence why I say this may have delayed the Bull Run just slightly now they're both good accumulation opportunities in a bull if you think prices are going higher

like I do however there's less of a rush in these kind of events as there are in those very quick liquidation events where you need to act quickly in order to get those quick gains so I have started to ladder in today and I'm going to show you exactly what into later in today's video the market actually showed us some coins that are really strong right now even in the midst of a dip which could outperform over the coming weeks but I don't think there is an insane Rush compared to if this was a big

liquidation event if that makes sense so I think fabian's analysis in the MS high club was spoton he also has an AMA on Saturday if you guys want to ask him any questions pertaining to the macro side of things or potential directionality off the back of fomc so make sure you do join that if you're in the Mars high club cuz I think that's going to be a really really good one we also have another six mentorship live sessions over the next week we have eight sessions on average per week to help you guys as

the markets unfold I know doc actually went live who's our head high time frame Trader in the Discord yesterday to help people during a time um when everyone was panicking so we are here to support you um and we are here to help you navigate these period because I believe that's a really really important thing especially if you're new to the market where you may not necessarily be as experienced with navigating dips and major pumps because both are challenging in different ways for J says here everyone will forget the jaw buron in 5 days pause

in Jan has been priced in for a while no meeting in February this is Max fomc attention for the next while I do agree with this comment here that's why I'm showing this tweet I think what usually happens with these macro events is that once the markets digest them it they price them in over the coming days and weeks and then what typically happens is the markets move on markets are forward looking once this new is digested they'll start to look towards the next Catalyst or the next major event and I don't think uh fc/

macro will be a big Focus potentially uh until the next FC at the end of January and then there's no meeting in February so the market has a little bit of headwind after that easy financial conditions will continue to drive things once the jaw boner gets digested same as it ever ever was because although you do have maybe the slight inkling of hawkishness now starting to creep in to fomc at the end of the day we still are in a monetary easing environment Trump is still going to be the president we are also seeing the

M2 money supply increase although it has decreased a little bit over the past couple of months the general macro trend for that is up Global liquidity has also been increasing and equities are in a Raging Bull Run still so there is this macro micro strategy and and the ETFs and all of that demand has also crept into the market so you do have the macro side of things underpinning the crypto Market in general and also the stock market which I think longer term will hold the market in good stead for future gains but it may

just be a little bit of a choppy period as the market actually digests this news I'm actually noticing at the time of recording this video although the markets rebounded strongly overnight we are starting to see a little bit more of a dip again as stocks uh start to show weakness in the early hours of the US session so that's going to be something to monitor throughout the day we're going to take a look at some of the charts in a couple of minutes here and talk about whether there's any opportunities in the market right now

and I'm going to be uploading this video pretty much straight after I record maybe within like an hour to 90 minutes afterwards so the chart should be fairly accurate but just remember things are volatile uh and they're moving very very quickly at the moment Alex Krueger he is another macro analyst he's had some good opinions on uh the event events of the last day he said Euphoria and leverage have been largely flushed out from crypto already which should minimize the downside I'm still Max long spot but of partial short Hedges on presumably for the short

term bigger picture unchanged IMO that's the really important thing I don't think this changes the bigger picture only the shortterm the US economy is in great shape Trump is coming and now there are less Cuts priced into 2025 good luck trading you can see obviously a lot of the funding in the crypto Market has been wiped out when you don't have really a aggressive funding and a lot of Leverage in the market this does reduce downside risk slightly versus if we were in froy territory then you could maybe continue to see 20 to 30% draw

Downs I think for that reason the floor is slightly limited it doesn't mean SS can't go down even more they can maybe go down another 10 to 15% but I don't think we're going to see like crazy insane draw Downs because a lot of those big leverage flushes already happened last week and then the last blow essentially happened uh yesterday so what I said here is basically summarizing my opinion fomc changes short-term trajectory but it doesn't impact mid to longterm trajectory of the bull market if you were sideline during the last rally this is a

great opportunity to scale into quality projects you missed we're going to discuss some of them today my opinion generally speaking is that this is a good dip for buying it's not a dip to ape into but it is a dip to DCA into and if you are completely sidelined from the market this could be a a really powerful place to actually start entering especially if you've been foming over the last uh few weeks seeing prices rally you can see the old coins obviously they didn't respond too well let's run through some of them now over

the past 24 hours I'll just refresh this you can see that a lot of the memes are significantly down I think at some point a lot of them were down like 15 to 20% some def stuff is down just across the board many of the majors are down um not 30 40% but just 10 15% some onchain stuff is down 5 10% um it's funny cuz a lot of the utility coins which we're going to discuss soon are actually still showing relative strength they're not down a lot but it's certainly isn't a good day in

the market with many alts retracing the gains from the last 3 weeks so generally speaking to summarize the dip it's basically taken us back to the end of November uh if you look at most altcoin charts uh with the exceptions of the really really strong ones it's basically taken us back a few weeks in terms of price action now like many of you might portfolio also got smoked I had a couple coins like for example checks and seol and some of the utility coins which we're going to discuss actually holding up quite well which helped

me soften the blow but my meme coins mostly were the coins that got smoked and everything in general got smoked whether it was my Bitcoin or my ethereum or salana everything in general took a bit of a draw down in terms of paper value but what I have learned to do over the last I guess few years in crypto but specifically this year is actually detach my feelings from the number on the screen because the reality is your losses and your gains aren't actually losses or gains Until you realize them until then they're simply paper

profits or paper losses so you can't get too attached to that number on the screen cuz that number isn't real until you actually execute the trade I even go so far sometimes as to create two net worth spreadsheets so when I evaluate my net worth I have one uh which is like liquid and one illiquid and the IL liquid portfolio often contains a of my liquid crypto Holdings just cuz I like to differentiate those two numbers so I don't get too attached to my portfolio doing that has actually helped me Brave Market situations like this

where on a day like today like I I have lost a lot of money significant amounts of money um that I'm actually able to Brave these events a because I've been in the market for a long time and I'm used to it anyone that went through Luna can handle a 10 15% correction on Majors however I do think the more you can detach yourself from that paper number the better because it's just going to make you emotional and that number doesn't matter if your plan is six months if your plan was to ride this entire

cycle if you have a long-term Market strategy then what happens today is actually so irrelevant I haven't actually refreshed I'm being completely honest here I have not refreshed my portfolio since yesterday I haven't looked at it I've looked at individual coins but I haven't looked at the portfolio value because it's not really healthy for me it's it it doesn't make me a better Trader looking at how much I've lost or looking at how much I've made some some days even on the really bullish days I don't always check my portfolio just cuz it's not really

healthy I look at individual positions I look at individual trades but you don't really get any major benefit from it apart from like oh hey I lost a lot of money oh hey I made a lot of money it's all paper money so just keep that in mind whenever you're getting a little bit too attached that number's going to go up that number's going to go down that number doesn't Define you that number doesn't really mean anything until you actually exit uh a trade I did get a lot of text today from retail though uh

very scared retailer my Discord many members were scared and the YouTube comments many members are scared my Twitter comments many people were scared there were a lot of people that were quite worried I want to read out this text should I hold or sell my xrp and Doge right now I entered right after Trump election so this is my first Bull Run feel like many people this is their first bull run at least their first experience since 2021 I haven't seen a dip like this before that's that's an interesting line there because um I've seen

dips way worse than this even last week although it was short it was actually a bigger dip for many coins in of percentages than this even but um I'd rather get out now than lose my money if it goes down and most people have confidence that it'll go back up in January I'll hold this Line's interesting I'd rather get out now than lose money I think that's the reason I'm showing this is cuz this is a really retail person that messaged me um it's not a bad thing by the way that it's not experienced right

they're a friend of mine that hasn't been experienced in the crypto Market but is getting more involved in the market and uh I think this summarizes how a lot of retail feels right now which I think is actually valuable context because it helps helps us understand like why these dips actually happen and it's because a lot of people are now in the market that aren't that experienced and days like this is where they get shaken out so if you are new please do not get shaken out of an event like this if anything look at

it as an opportunity to scale into high conviction tokens I already have a lot of crypto exposure personally but if I were completely sidelined right now I'd be scaling in like a mad person bull market dips generally are blessings and you'll probably realize this in a few months you look back on dips like today cuz you don't get that many of them during bull markets and these are typically the best opportunities to position the only time that you would maybe not consider buying this dip is if a you're either ridiculously Overexposed or B you genuinely

don't have belief that the bull bull Market's going to continue if you think this is the end of the bull then obviously you don't want to buy but if you think like me that this is not the end of the ball then it's a great buy and I've been using as an opportunity to add to some positions that either I want to make them bigger cuz I have conviction in them or positions that I missed and we're going to go through all of those in today's video I'll never really understand the M the market psychology

of the the crazy fomo that we see on pumps like 8 days ago and the extreme fear on dumps because the thing is you actually need cheaper entries to make bigger multiples in the bull run the cheaper your cost basis the cheaper you're able to position the more money you'll make the higher you fomo if you're constantly top blasting into coins the less money you'll actually make because your cost basis is bad which is going to limit your gains which is why I always say Buy on Extreme red days this for a bull market is

an extreme red Day by the way and sell or take profits on Extreme green days when you see crazy pumps what was the most Green Day of of this bull run so far it was 8 days ago that's the profit taking day and what's the most extreme red day that we've had in the last month it was today apart from that liquidation week both of them were buying days if you can reframe your thinking like that you're going to do a lot better in this market versus fomo the only time you should really be top

blasting a token is if either it's really low in market cap so it doesn't really matter what you're buying at or if you're a Trader and you have a strict invalidation so you can have a system where you're getting into a trending token sure but you need to have invalidation for that trade otherwise if you're just buying for your sport portfolio you're putting yourself in an awkward position because you're taking on a lot of Risk by top blasting a coin now what's really interesting about altcoins at the moment like Eric Crown points up points out

here is that Bitcoin dominance is potentially making a lower high here so although dominance is pumping because Al are performing worse than Bitcoin obviously because they sell off more aggressively because they're more risk on this I think could actually end up being a lower high now yes it could maybe squeeze a little bit above before it puts in a lower high maybe it does it here right but if it does make a lower high then you can probably expect a lower low and just based on the time that it's taken for Bitcoin to put in

new highs and new lows like for example this move from high to low took about 18 days and this move from low to the current level took about 20 days and maybe it takes another 30 days right to finally reach its peak let's say it does take another 20 days which is taking like the average here then 20 days from now puts us in beginning to Mid Jan and 30 days from now puts us towards the end of Jan and that would be a period to me like Fabian pointed out that does make sense for

an allcoin rally now before I was thinking maybe really early Jan or maybe last week of December because that is what seasonality typically suggests and although this could still happen if Bitcoin puts in its lower high right now I think the peak of the next move is probably not going to happen till the end of January just based on rough time frames here with Bitcoin dominance but the first thing you want to see is the Bitcoin dominance lower high being formed and there's nothing to suggest that it won't be formed I mean this price action

is actually bearish because this this isn't a full reversal until it clears the previous High until then this simply looks like a deviation SL re bearish retest before more downside so by now you know what my opinion is I think this is a good opportunity to start scaling into high conviction tokens so let's actually look at my accumul ation list what are some of the coins that I'm looking at now a few of these I personally decate into over the last 24 hours and I want to give you a full update on these coins the

first segment of coins that I want to look at are the coins exhibiting relative strength so which coins during the dip after the dip when we saw the recovery and I know we're starting to retrace a bit now but when we did have that first recovery bounce what actually performed the best because these coins are likely going to be the strongest bouncers when we do see that eventual old coin run in a few weeks time not every single coin from this list is necessarily programmed to outperform but the market is giving you a pretty good

indicator of what may outperform and you can actually spot a lot of these by just going onto boun bubles and looking at what's green in a sea of red you could see move mantle a lot of the defi related old coins even pulse chain now looking also at the coins that are down a little bit less is another good indicator the memes are down the most Pepe whiff a lot of these are down a lot Floy but coins like Aptos SOI these aren't down as much now a lot of these coins are from the hottest

narratives in the market like utility like AI like rwa because these are the sectors right now which have the most mind share for example this coin that I recently added to my portfolio which I shared in the Discord recently this is actually performing quite well despite the market dip it actually ended up after the initial dip recovering quite strongly to back to yesterday's levels this is the coin that I mentioned a couple days ago that I was going to be sharing in the Discord because it's a new AI position that I recently took off the

back of some really interesting findings you can see part of my thesis I've blured out the ticker CU I want to keep that for mils high club members just for now but you can see that there's a really interesting narrative behind this coin and it's only sitting at around a 75 to $80 million market cap right now which I think makes it in my opinion a decent risk orw proposition especially if you think AI is going to continue to perform well and the relative strength does suggest that it is a coin that whales and serious

players are actually bidding if you do look at the onchain data so there's a link in the description below to access the mils high club if you do want to read the full thesis for this coin and get access to all of my latest Alpha which I do Post in the alpha Channel I think that coin is going to do really well it's sitting around an 80 million market cap personally I'm targeting around half a bli ion could go into the billions but I'm trying to be pragmatic my first profit taking event is going to

be around 250 million and then my major profit taking is going to be at 500 million but I genuinely think it could go to a billion plus so if it does go to 500 from the current level that's roughly an adex which would be pretty nice and I think as the market recovers AI is definitely going to be one of the sectors that does and this has some really big names involved big creators VCS and uh it actually looks like there are some Oxford pH D students who are behind this Tech so if you want

to read the full thesis it is in the MS high club Discord let's look at some other tokens which actually rebounded quite well yes a lot of them are now starting to show signs of weakness again but what I'm really looking for is that couple hours of price action post dip and what actually bounced the strongest the first one is Athena it actually looks really strong I think this is one of the strongest tokens in the market right now that on dips is probably going to serve you quite well because it is it does have

a reflexive flywheel the higher funding rates go funding actually did have a bit of a reset which is why it's cool off a bit from the top the better the ENA token actually performs due to its fly wheel Rune is a really similar token these are quite decent bull market bets as they're spot bets but they all they almost take on Leverage because of how their tokenomics are actually aligned so that is one that is performing well mtle is another one look at how it ate up the dip looking at the 3-day here pretty much

ate up that entire week it looks really really good right now I'm not sure exactly why but it looks good and it's a token that I have been invested in for quite some time so this is one of note as well under the infrastructure category move is another one that I can't deny when I'm looking at tokens that responded really well this is the 4H hourly chart not the three day chart and it's actually up versus where it was yesterday despite it's one of the only green gainers on boun bubbles despite you can see it

here the market obviously having a major pullback it's pretty hard to ignore move strength just from a trading perspective fundament mentals aside this is one that could be an interesting long from a trading point of view hyper liquid is another one that look everyone was complaining that they missed it when it was around $30 it Wicked down to 21 but it rebounded really strongly to 27 almost ate up that entire dip in a matter of hours now it's starting to pull back again this could be an opportunity on the second pullback because it's already exhibited

that strength to bounce strongly when the market does have a little bit of a bit again so hyper liquid is one that I would be looking into as an opportunity I'm bullish on this over the coming months $50 to $100 is my target my conservative Target I think as an infrastructure play it's showing all the right signs fundamentally alongside the technicals now exhibiting a very strong rebound you can also see that in the past 48 Hours the hyper liquid assistance fund has purchased an additional 150,000 hype at an average price of $25 that's $3.7 million

of BU pressure in 2 days and $686 million a year when manualized the assistance fund receives usdc from fees generated on hyper liquid and uses it to buy hype so it has that flywheel because the more Revenue the platform generates the more Traders and this does ramp up in a bull runers more people are trading the more BuyBacks that happen on hype the more buy pressure and people obviously will front run that similar to the uh Bitcoin microor front running which does create bullish market conditions which is why I think this can be a powerful

coin that continues to move to the upside now the other sector aside from infrastructure which is performing really well is rwa and rwa are kind of your quintessential utility alt coins when it comes to the narrative this bull run in fact if you do look at the vice president of the United States or soon to be vice president JD Vance he's publicly stated that he's super bullish on utility tokens we obviously know Larry thinkink is really big on asset tokenization we know that Trump is involved or at least his family is involved in defi rwa

right now from a narrative point of view is just so perfect for the next few months of crypto which is why some of my biggest positions are in rwa now Mantra is showing a lot of strength during this period checks is showing a lot of strength during this period yes it's pull back like a lot of other coins but the uptrend is really really strong they actually just announced a $124 million tokenized real estate cash flow for multif family rental properties tokenization so they just keep on tokenizing more assets pretty much every week we're seeing

more announcements more announcements more announcements and that's basically because they have the infrastructure they're the Shopify of real world asset tokenization so their white label solution allows pretty much anyone to take assets and tokenize it on chain and that's all done by chintai which is powered by the checks token that's doing really well another one that if you just look at the Bounce from the dip that bounc really strongly from 40 cents to 53 cents which is a pretty crazy balance given market conditions with clearpool so the rwa tokens and the utility tokens are the

ones that bounce the strongest so I don't think the market is giving you any information to suggest that utility won't still be the strongest performing sector over the next few weeks memes were actually the worst performers and they were the worst bounce so the market is still telling you we still love utility when the Market's hot and we still don't love memes I'm going to actually talk about what I'm doing with memes in a few minutes time but clearly for the next few weeks utility is still going to outperform you can see that clear pull

also announced the ozian Poseidon test net which is now live this comes ahead of their main net they're actually doing an early adopters campaign on intract if you want to potentially win a slice of the $6,000 usdt prize pull ozian is going to be an rwa focused blockchain similar to what manra is doing but it's clear pool's version and this makes it even easier for dap deployment on clearpool it makes it even easier for Capital to enter the ecosystem it's going to be much better for liquidity uh that's going to be really really good and

obviously the test net is now live which is a major step towards that and obviously the test net is now live which is a major step towards that so these are some of the tokens that actually performed really well in the face uh of adversity and as I said it's a strong sign UT and as I said it's a strong sign utility is probably still going to be the dominant narrative now what isn't the dominant narrative it's memes memes got absolutely smashed there were some of the worst performers over the last 24 hours from alltime

highs now a lot of these are like 50% down peanuts down 65% popcats down 58% Whiff's down 51% Bonks down 49 me 49 SPX 43 MOG 36 Giga 36 Brett 36 Pepe 29 Doge 25 so is it time to start taking advantage or is the meme run over I personally believe at some point this cycle meme coins are going to come back I still have conviction especially that doge is going to perform really well this cycle due to the Department of government efficiency narrative and if Doge comes back this cycle I do believe that is

going to create the wealth effect and it's going to bring the narrative back for the other meme coins as well I think if you're looking for any meme coin Catalyst it's Doge performing well but even generally speaking memes have been the strongest performing narrative this cycle percentage wise that's quantifiable proven data I don't think that is going to change in the second half of the ball run it's only cooling down for now because they ran so hard and utility has the stronger narrative so in terms of short-term bias I would rather be in utility if

I were trading but in terms of long-term positioning it may be worth starting to look at adding the mem coins back to your portfolio now I already started doing this a few days ago I talked to you about it in a video but now with the recent dips I've actually started to ramp up my dcing into these coins now as I mentioned earlier you're going to have to be patient cuz this isn't a dip they need to rush into buying but it is something that if you miss the mem coin run earlier in the year

you can actually utilize to capture the next mem coin run so let's run through a few of these memes now and take a look at their charts popcat is absolutely crazy it's gotten absolutely smashed there is this whole IP narrative which is starting to brew which is one of the reasons why peanut is doing really really badly cuz I think they're being sued for the IP so I think tokens that actually have their own IP they're going to be the strongest meme performers looking at a token like Mew they have amazing IP Custom Graphics an

amazing ecosystem a very novel idea a cat in a dog's world and for that reason I think as this IP narrative continues to hurt tokens like peanut eventually this can benefit really well for tokens like Mew I think Simon's Cat is another one that has its own like custom branding and owns its own IP these are actually the tokens I'm most excited about right now so Mew is definitely one that I'm adding to my portfolio I actually like popcat just because it was performing really well and it's being heavily heavily smacked I'm not a massive

fan of peanut personally I think there are major headwinds there so i' probably prefer Mew out of the two here I also like whiff it's starting to deviate below this low but these are crazy discounts you're getting now after a Robinhood at a coinbase listing down 53% which is wild MOG as well has been hit even though on the chart it actually looks a lot better than a lot of these coins it's still now sitting down 41% this is another one that i' looked to scale into I mean that's obviously a super recognizable and unique

meme coin in the market now Pepe the big Pepe is starting to come back down to this level which I think could be an opportunity I personally think Pepe coin which is the OG Pepe which was created before Pepe might even be the better long right now because this has also come down quite a lot from its recent local high it's now sitting down 54% from the high earlier in March it's down 64% and Bas AI are about to come out with some of their biggest updates of their entire life cycle as a project and

pepe coin I think fits a unique Narrative of being the OG Pepe and I think that narrative in this market can be quite powerful which is one of the reasons I'm actually continuing to add to this position here I think this will do quite well and offers probably more upside on the bounce than than the OG Pepe so these are some of the memes I'm looking at adding right now another one is lucky I still have a lot of conviction in Lucky similar to Pepe coin being the OG Pepe lucky is the OG Doge Doge

actually forked from Lucky source code way back in the day lucky is originally created months before Dogecoin and I think the lucky symbol the premise of luck especially heading into Chinese New Year and St Patrick's Day early in next year these are very strong Tailwinds for lucky and the thing is it's still not on major exchanges right it's still only on nonk Alit coinex and Mexi like once this is on big exchanges and people can actually access it then they can bid this narrative it's not even on like the major Asia exchanges which I mean

I think this really appeals to the Asian community so when I'm getting questions about like oh Mars what's happening with happening with lucky you know why why isn't lucky running why is lucky dipping firstly every token in the market every meme coin is down this is no exception of this is a low cap so naturally it's going to be more affected but secondly people can't actually buy this coin yet when can actually buy that's when I think things will really start to heat up so I think until then it's still a great opportunity to accumulate

and I got in around $2.50 I think I shared it in the Discord at around $3.80 and on the YouTube at $9 the YouTube mentions down I do admit that but if you did miss that trade or you didn't get enough of a big position originally you should be salivating now because fundamentally nothing has changed and that's another message I want to get across if nothing has fundamentally Chang changed in a narrative or a thesis but the price has changed that equals opportunity if you thought it was a cool concept A few weeks ago and

price was $10 now that it's $6 that shouldn't change the fact that you thought it was a cool concept unless you were convincing yourself that it was a cool concept just due to the price going up which is nonsensical and then you have to evaluate your framework for actually entering these coins for me this actually spells opportunity uh which is why as I said I entered at 250 now now I'm actually very interested in dcing more I have been actually averaging more I even had some limit orders I think a couple triggered around 550 which

is absolutely crazy obviously it has rebounded but that is one that I also look at there are a few other memes as well Zera Bros you can see you compos a video here Daniel uh Chang points out to be probably a good risk Ro bet I do agree I think zerob bro and goat they're the two AI memes probably not fcoin falus because it ran up so much that I'd be looking at and overall I think memes are offering an opportunity you just have to be more patient with them than utility coins which are probably

going to run first I won't go through every AI coin today but there are some which also look like good dcas but if you are DCA here just be a little bit patient the macro setup however is still clear we know the data suggests that seasonality for ethereum and SS typically doesn't kick in until that period between January and may we're not even there yet we know that the bigger rallies typically happen post Christmas not pre- Christmas we've also been through that data in recent days and looking at total three now this is what looks

to me like a simple test of the moving average and also a liquidity grab from that previous Spike to the downside due to that liquidation Cascade so there's nothing that has given me alarm bells on total 3 I can see Bitcoin in the corner of my eye is fighting to hold above 100K we really do need Bitcoin to hold this trend line I do agree for TS to stabilize a little bit if Bitcoin does break down there could be more downside but if that does happen that only probably spells opportunity I'm probably not going to

be uploading over the next couple of days my next video will be on Sunday so I just wanted to let you know that's why today was a bit of a longer video because I wanted to make sure you have all of the information my whole plan that's going to be relevant for the next couple of days if you do want more live updates I'm still going to be posting in Discord if I have any Alpha I'm still going to be updating you guys there there are a couple new tokens which I'm going to be speaking

about um also covering some of my uh DCA strategy and stuff in more depth so if you do want to become a part of that Community there's a link in the description below one of the coins that I mentioned earlier that that I recently spoke about that I'm quite bullish on that whole thesis is there I continue to add that coin as I think it's going to be one of the best AI performers over the coming weeks and months and uh yeah that pretty much wraps up the video here hopefully you enjoyed found some value

from it and I will see you in the next one in a couple of days have a lovely rest of your day and a nice weekend peace out