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The Big Drop Inside the Bigger Bull

Today I’m going into the alt coin market and why I think we’re in the middle of a massive correction, not the end of the cycle.

I break down the symmetry I’m seeing across markets like the S&P 500 and SMH (semiconductors), and how major indices have been quietly tracing out year-long corrections within broader bull trends. That structure matches what we’re seeing in the altcoin market, and it's pointing to a much larger move still in play.

I also dig into some of the strongest altcoins from this cycle and show you why they are signaling to us a major bottom. This kind of behavior from the winners is exactly what you'd expect if we’re in a deep correction, not a breakdown. Even USDT dominance is breaking down, which historically marks a return to risk-on behavior. And if you're tracking Ethereum, I get into the ETH/BTC ratio, the tough cycle it’s been in, and why we may be at one of the most structurally and emotionally loaded inflection points since COVID.

Finally, we look at some fundamentals and flows—things like VC funding spiking, RWAs growth exploding, and stablecoin adoption. Add it all up, and what I see is a market that's bottoming structurally, timing-wise, and fundamentally. We haven’t even seen the real move yet. If you want the full breakdown—charts, cycles, market psychology—watch the video.

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