The crypto market is in a strange place right now so here are some thoughts and ramblings on things:
On one hand I get it, 10/10 was extremely hard on everyone, including myself. What looked like a simple pullback cascaded into the worst liquidation event this space has seen.
It felt extremely random and caught most people off guard and I think it's that uncertainty and insecurity (that fear that your portfolio can get rekt at any given moment on any random day) that is causing the market to stagnate and gradually bleed.
Nobody wants to hold coins for extended periods of time because one tweet from Trump can shift sentiment in seconds. This has led to faster rotations, more pvp and a gradual chipping away of profits due to slippage and slow reactions, and a will to even participate in this market (as evidenced by CT members switching to equities)
And you can't blame them. Equities have been up only since April whilst crypto has chopped and bled for the most part (bar a few outliers like HYPE and BNB). I believe that equities will continue to perform, and I think diversifying investments is always wise but abandoning ship entirely feels a bit impulsive.
I'm a firm believer that things will turn around for crypto as we end Q4 and enter Q1 2026. It's clear to me that Trump has seen the damage that he's caused and is making efforts to reverse the damage.
Just this afternoon, he announced that the US and China have reached a trade agreement, and it's a very good deal IMO (tldr; Trump got everything he wanted + some more)
The market hasn't reacted to this news yet. It's the weekend and stocks have increased as a sentiment indicator for crypto so we most likely won't see any movement till futures open but I do expect some upside (if we still bleed that would be concerning)
Trump will also be going on 60 Seconds on Sunday (prior to futures open) and I expect him to once again try to prop up the markets.
Outside of US relations, a lot of coins are at major support levels and once the Government shutdown ends, we will most likely see a new wave of ETFs (SOL, XRP, LTC)
Look I get it, it's hard to believe when believing has been punished time and time again. But if we look at the last year (before 99% of CT had PTSD) we sent WIF to $4bn, AI coins to multi-hundreds of millions and everyone was printing.
So to conclude, I can't tell any of you what to do but if there's any industry that can give you outsized returns just by clicking a few buttons it's this one and max pain would be you give up just before we full send.
10,85 tis.
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