$ZEC looks really good here

Added some $LIT at $3.05

Added some $SOL at $100

The bull case for crypto here. Slightly longer post. Right now the market is extremely fearful of Iran war escalating, Russia war, major AI hacks, Quantum breakthroughs, AI capex bubble, NeoCloud credit risk, rate hikes, and anti crypto Democrats gaining power. Markets are forward thinking and the things we fear generally get priced in based on the probability of the likelihood of them occurring. Over the next 2 weeks we have multiple opportunities for multiple of these fears to alleviate. FOMC next week, many big earnings such as Google and Robinhood, and mid terms in just over 1 week. After those 2 weeks many of the uncertainties in the market are cleared, and fears that are priced in can be priced back out. $BTC 50 week SMA is at around $76k, and usually in a bull market we don't drop back below that unless there's a black swan, which means something we are not already fearful of and pricing in. Most mid terms years the market actually bottoms 2 weeks before midterms, but admittedly there's more uncertainty than usual this time around. Now for crypto fundamentals, I think this is the best cycle we've had for altcoins in a very long time. The market has rejected low float VC coins, where essentially VCs buy early, then coin launches with very low circulating supply and very high market cap, while coins unlock and get dumped on retail over a 4 year+ period, while having no real revenue or value accrual. That whole system killed altcoins last cycle. We are now seeing the great unfuckening of coins. $ENA is a great example - unlocking all the coins, and setting a plan for revenue based coin buybacks for real value accrual. At the same time we have the RWA explosion, which is leading to a huge amount of new liquidity and high quality assets entering the crypto ecosystem, that will be used across DEXs, lending, and other crypto applications. We have the privacy and anti quantum narrative, which actually make crypto a great hedge against the fears outlined above. And finally AI agents transacting on crypto is likely to grow exponentially from here. My base case is much higher in November, and BTC over $100k by EOY, and quality altcoins outperforming BTC by a large margin. My conclusion is that the risk reward ratio of selling here is very bad, and the risk reward ratio of continuing to DCA buy alts seems very good.

This is super bullish. Arthur Hayes has the weakest hands in crypto. According to AI, 80% of the time when Arthur Hayes tweets "I sold" after a market drop it marks a local bottom. Strong BTFD signal.