History never repeats itself, but it often rhymes.
$BTC did the exact same thing as now before a new ATH in July.
Lost the support trendline to trigger long liquidations.
After that, it quickly reclaimed it and then came back again for another retest.
After that, there was some consolidation for a week before BTC teleported to a new ATH.
Can it happen again?

This is one of the major reasons Fed will rate cuts quickly.
US Banks unrealized losses have now reached $413 billion.
US banks hold a lot of bonds which have devalued in value due to higher interest rates.
If rates don't come down, a lot of banks will be in trouble and the Fed doesn't want this.
I'm convinced that there'll be a rate cut in September and probably 2 more after that in 2025.
And as these rate cuts will happen, BTC and alts will hit new highs.

Bitcoin long-term demand is still strong.
OTC desk balance is falling.
Exchange Supply is going down.
Whales buying is going up.
Some old whales are exiting their positions, which is causing a correction.
I think that'll be over soon and BTC will resume its uptrend.

$BTC has finally retested its previous ATH.
And buyers stepped in as expected.
Can we go down again?
It's definitely possible.
BTC could show a fakeout dump below $111K to take out a cluster of long liquidations.
But after that, a strong reversal is expected.
Maybe a new ATH this month followed by $130K+ BTC by Q3 end.

This is one set-up I'm looking at this year.
Altcoin MCap (excluding ETH) has been going sideways for 3.5 years, and still the breakout hasn't happened.
Last month it felt like a breakout is coming, but it didn't happen.
Maybe Altcoin MCap breakout will happen in Q4 followed by a parabolic run.

$BTC and alts short-term bounce could happen soon.
In the past 24 hours, $950M in long liquidations happened, its highest level since Feb 2025.
Usually such large liquidations result in capitulation, and the market often rallies after that.
It could be a 3%-5% move in BTC, 10% move in alts and 30%-50% move in blue-chip alts.

Bitcoin CME Gap has been filled.
This is a first sign of local bottom, but things could get more volatile.
Usually MMs try to liquidate the last remaining bulls before reversal.
I wouldn't be surprised to see a fakeout dump around $110K-$112K before bottom formation.

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THIS IS $FUN BREAKING INTO MARKETS WHERE USDT CAN’T GO
BACKING IT AGAIN?
THE ENTRY IS SILENT
BUT THE SIGNAL 🔥💀
#FUN#

Institutional net buying has now reached 97%, its highest level since Q3 2020.
This is why BTC downside volatility is limited as big money don't panic on every small dips.
I think the worse we could get is a dip towards previous ATH, before BTC resumes its uptrend.

Alts are now down 40% against ETH since April 2025.
During 2023-24, ETH and alts bleed against BTC.
Now, the alts are bleeding against ETH.
This is why I have been saying that this time it's different.
Unlike the 2017 and 2021 cycles when everything pumped to new highs, this time only selective alts will go up.
My advice will be to hold 90% of your portfolio in ETH along with a few stablecoin and DeFi narrative tokens.

People always talk about M2 supply and BTC comparison.
But, today I'll compare M2 supply and Altcoin MCap.
Since Q4 2025, Altcoin MCap has followed M2 supply perfectly.
And the next move is showing that a bigger rally is coming.
This'll send Altcoin MCap above $2T and push alts to new highs.

$ETH is trying to reclaim $4K-$4.2K level for the 7th time now.
Each time, ETH has tried to reclaim this level, it has failed.
But this time, it feels like ETH could reclaim this level.
There are large sell orders between $4K-$4.2K, but the buyers demand is much higher.
All we need is 1-2 days of big inflows combined with corporate companies buying big.
And then, ETH will enter the price discovery mode.

Ethereum ETFs had another huge inflow yesterday.
Nearly 57K $ETH worth $218.6 million were bought, and ETFs bought the dip again.
Also, the SEC is moving forward with BlackRock staking application, which means the approval could happen soon.
IMO, $4.2K-$4.4K $ETH this week seems highly likely.

Ethereum is now testing a key historical level.
The Active Investor Price +1σ band, currently at $4,500, has acted as a critical upside threshold in past cycles.
In March 2024, ETH failed to break this level and reversed.
During the 2020–21 bull run, this same region marked the zone where markets turned euphoric.
Crossing above it doesn’t just mean “higher prices.”
It has historically signaled growing speculative risk, where investors pay far above their average cost basis often a sign of late stage optimism.
Right now, ETH is back at this zone.
Whether it breaks through or gets rejected again

Some short-term bearish signs have been emerging for $BTC.
7-day Open Interest delta has now turned negative, which signals that institutions are closing their BTC long positions.
Along with this, Coinbase Bitcoin Premium has also turned negative after 93 days.
These are the signs of a short-term turbulence, so be prepared for high volatility.

Altcoins dominance Update 🚨
- Broke out of 8-month downtrend
- Flipped resistance into support
Bounced back strongly and now heading higher.
Alts are now gaining strength against BTC, and this is how Altseason starts.
Are you ready for it?

𝐂𝐚𝐧 𝐄𝐓𝐇 𝐇𝐢𝐭 𝐀 𝐍𝐞𝐰 𝐀𝐓𝐇 𝐓𝐡𝐢𝐬 𝐖𝐞𝐞𝐤?
ETH is only 26% away from a new ATH.
A few reasons I think this could happen this week.
1) ETFs buying
● This month, ETFs have 1.5M ETH, which is 1.3% of the total supply.
● If this buying continues, a new ATH is possible.
2) Companies accumulation
● Bit Digital has raised $1B to buy ETH and will probably do this week.
● SharpLink Gaming is also expected to buy $400M-$500M in ETH this week.
3) Network Activity
● Ethereum network activity is reaching 2021 highs.
● When fundamentals become strong, price usually follows.

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