Ansem called these levels before the market got there “i think you are extremely safe just sitting in core holdings from here, this last weekly candle showed how offsides most of the market is but would get confirmation of new uptrends on btc / eth / sol with 85k+ / 2500+ / 100+ & we are very close” “think zec / pump / hype are strongest three coins to be holding here & get you exposure to all different parts of the market” “zec for core fundamental crypto thesis of private btc” “hyperliquid for exposure to perps on all assets” “pump for owning piece of the shitcoin casino” “btc & sol are good too just less upside because larger mcap obviously, but less risky than hype/zec/pump” “would expect pullback early next week as we have riped very hard, please do not ape long too aggressively on leverage and get yourself cooked at the very beginning of the bull market” He shared this thesis in Discord while the market was still waiting for confirmation of a new uptrend. He laid out three key levels: - BTC: $85K+ - ETH: $2.5K+ - SOL: $100+ Fast forward to now, BTC is around $80K, ETH has reached $2.5K, and SOL has pushed above $100. For him, the portfolio should be structured around different levels of risk and market exposure. > BTC & SOL are the core holdings. Lower upside due to their larger market caps, but also lower risk. > ZEC represents the privacy and Private Bitcoin thesis. > HYPE provides exposure to perps across the broader market. > PUMP is exposure to the memecoin economy and the speculative side of crypto. Together, they cover very different parts of the market rather than relying on a single narrative. Also warned about leverage. After a strong move higher, he expected a pullback and advised against getting too aggressive with leverage at the start of a bull market. The thesis was simple: hold core, pick your beta, and most importantly, don’t let leverage knock you out of the market too early. w/ @blknoiz06