The Biggest Altcoin Season EVER Has Just Started!! (I'm Buying THESE Altcoins)

Summary

This video delves into the potential for an explosive altcoin rally following a significant leverage flush event in the crypto market. The host explains how this event has created favorable conditions for altcoin expansion by removing market froth and optimizing market structure. Key narratives like AI and meme coins are highlighted as potential top performers, with specific coin recommendations like Ribbon Finance, Ono Finance, and AI-focused projects like FET, AXS, and RSS3. The video aims to provide valuable insights and alpha for capitalizing on emerging opportunities in the ever-evolving crypto landscape.

Takeaways

• 😮 Last night's events triggered the next explosive altcoin rally, setting up the crypto market perfectly for an altcoin expansion to the upside.
• 💰 The video discusses the author's top altcoin picks for the next few weeks, focusing on narratives like the AI sector and other coins exhibiting strength in the recovery phase.
• 🔥 The leverage flush that occurred was healthy for the market, removing froth and resetting funding levels, creating better market conditions for crypto.
• 📈 Coins that exhibited the strongest rebounds after the dip, like Whiff and Myrio, are likely to be the best performers if the market continues trending higher.
• 🌐 Bitcoin hitting all-time highs has thrust it back into the mainstream media spotlight, attracting retail investors who gravitate towards meme coins and sectors like AI.
• 🤖 The AI sector is expected to be one of the strongest performers this cycle, with the upcoming Nvidia conference on March 18th adding hype and attention to the space.
• 💎 Ono Finance and Ribbon Finance are highlighted as two leading altcoins that could continue to outperform, with Ono being the premier RWA protocol and Ribbon's new Avo token generating excitement.
• 🚀 Meme coins like Whiff, Flocky, and Myrio are performing exceptionally well, benefiting from the increased attention and retail interest in the crypto market.
• ⚖️ The "barbell strategy" of combining conservative assets like Bitcoin with hyper-aggressive assets like meme coins has been the most effective portfolio construction so far this cycle.
• 📝 The author plans to release a dedicated thread and video on AI gems, highlighting more micro-cap plays in the AI sector for potential opportunities.

Q & A

What was the significant event that occurred last night, according to the transcript?

The transcript mentions that there was a massive Bitcoin leverage flush last night, which was the biggest in over 6 months. Over $1 billion of traders got liquidated, with $864 million being long positions and $260 million being short positions.

Why does the author consider the leverage flush a positive event for the altcoin market?

The author believes that the leverage flush was a healthy event for the market as it removed the excessive froth and overleverage that had built up. This resets the market to a healthier state, which can pave the way for a potential altcoin rally.

What strategy does the author recommend for identifying strong altcoins during a dip recovery phase?

The author recommends using tools like VIEWbase and Banter Bubbles to identify altcoins that exhibit the strongest recovery from dips. Coins that bounce back harder typically perform well if the market continues to trend higher.

What is the 'barbell strategy' mentioned in the transcript, and how is it performing currently?

The barbell strategy involves combining a conservative asset allocation (Bitcoin) with a hyper-aggressive asset allocation (meme coins). According to the transcript, this strategy is currently outperforming traditional portfolio constructions that focus primarily on major cap altcoins.

Why does the author believe that meme coins could continue to outperform this cycle?

The author believes that as Bitcoin hits new all-time highs and receives increased mainstream media attention, it will attract more retail investors into the crypto market. Historically, when retail investors enter the market, they gravitate towards meme coins, which could drive further outperformance in this sector.

What is the author's opinion on the AI sector within the crypto market?

The author is extremely bullish on the AI sector within the crypto market, both in the short term and long term. The author mentions that AI coins, alongside meme coins, could be some of the strongest performers over the next few weeks, especially with the upcoming NVIDIA conference on March 18th.

What are some of the specific AI projects or tokens that the author mentions as potential plays?

The author mentions several AI projects and tokens as potential plays, including FET, OCEAN, CXO, AXS, WLD, and RSS3. The author also highlights that they will cover more micro-cap AI plays in a future thread and video.

Apart from AI and meme coins, what are the other altcoin narratives or projects that the author is bullish on?

The author mentions Ribbon Finance (RBN) and Ono Finance (ONO) as other altcoin projects they are bullish on. Ribbon Finance is a decentralized exchange, while Ono Finance is a leading real-world asset (RWA) protocol.

What is the author's overall sentiment towards the current state of the altcoin market?

The author expresses excitement and optimism towards the current state of the altcoin market, stating that things are looking good for crypto compared to just a few months ago. The author believes that the events of the previous night have positive ramifications for the altcoin market, although drawdowns are still possible.

Does the author mention any specific trading strategies or tools for engaging with the altcoin market?

Yes, the author mentions setting limit orders on strong coins or coins of interest during dip periods, as it can provide attractive risk-reward entry points. The author also recommends using VIEWbase and Banter Bubbles to analyze altcoin price action and identify potential opportunities.

Outlines

00:00

🔥 Crypto Market Leverage Flush and Setup for Altcoin Rally

The video discusses a recent leverage flush event in the crypto market, where over $1 billion of traders' positions were liquidated due to a massive Bitcoin price wick. This event is seen as a necessary reset to remove excessive leverage and froth from the market, creating healthier conditions for a potential altcoin rally. The presenter explains how this leverage flush has poured fuel on the altcoin fire, as traders who missed the initial recovery are now more optimistic about alts.

05:01

🧠 Identifying Strongest Altcoins Through Dip Recovery Strategy

The presenter shares a strategy for identifying the strongest altcoins by observing how they rebound from dips. Coins that exhibit strength during the recovery phase, such as Whiff, are likely to perform well if the market continues trending higher. Tools like Venn data and Banter Bubbles are recommended for implementing this strategy effectively. The video also mentions a special offer for a BitGert account with a $30,000 sign-up bonus.

10:03

🌙 Altcoin Market Phases and the Potential for a Greater Alt Season

The video discusses the current phase of the altcoin market cycle, suggesting that a true phase three and phase four alt season has not been reached yet, as Bitcoin and Ethereum are still leading the charge. However, the presenter believes there is still room for a greater alt season this year, particularly in strong narratives like AI and meme coins. The recent market recovery has filled traders with optimism and bullishness, creating conditions ripe for potential altcoin rallies.

15:05

🚀 Top Altcoin Picks: Ribbon Finance, Ono Finance, and AI Sector

The video highlights several promising altcoins and sectors. Ribbon Finance (RBN) is mentioned as a potential play due to its upcoming Avo token launch, which is trading at a premium on futures markets. Ono Finance (ONO) is presented as the premier RWA protocol and a direct way to gain exposure to the asset tokenization narrative. Additionally, the presenter is extremely bullish on the AI sector, mentioning tokens like FET, OCEAN, CU, AX, and WORLD as potential trades leading up to the Nvidia conference on March 18th.

20:07

🔮 AI Sector Outlook and Micro-Cap Gems

The presenter doubles down on their bullish stance on the AI sector, citing upcoming events like the Nvidia conference, real-world narratives, and increasing retail interest. Coins like FET, AX, OCEAN, and WORLD are highlighted as potential plays. Additionally, lower-cap projects like RSS3 and Golem (GLM) are mentioned as interesting AI-focused investments, with RSS3 being a modular play for AI indexing and data availability, and Golem having recently delivered a strong trading opportunity.

25:08

📣 Closing Remarks and Invitation to Follow for More AI Alpha

In the closing remarks, the presenter expresses excitement about the positioning of the crypto industry compared to a few months ago. They reiterate their bullishness on altcoins, particularly meme coins and the AI sector, and invite viewers to follow them on Twitter and enable post notifications for upcoming content, including an AI-focused thread and video promising to deliver more alpha on micro-cap AI gems.

Keywords

💡Leverage flush

A leverage flush refers to the event where over-leveraged traders, both long and short positions, are forcibly liquidated due to a sudden and significant price movement. In the context of this video, the speaker mentions that the previous night saw the biggest Bitcoin leverage flush in over 6 months, with over $1 billion worth of traders being liquidated. This event is described as a necessary and healthy reset for the market, clearing out excessive speculation and froth.

💡Funding rate

The funding rate is a periodic fee paid by traders with open perpetual contract positions to ensure that the perpetual contract's price remains anchored to the spot price. In the video, the speaker explains that the leverage flush caused the funding rates, which were previously aggressively high, to reset into safer green territory. This is seen as a positive sign, indicating a healthier market structure with less excessive speculation.

💡Altcoin season

An altcoin season refers to a period in the cryptocurrency market cycle where alternative cryptocurrencies (altcoins) outperform Bitcoin and experience significant price rallies. The speaker discusses the potential for an upcoming altcoin season, citing signs such as Ethereum's recent outperformance versus Bitcoin and the market's optimism towards certain altcoin narratives like AI and meme coins.

💡Meme coins

Meme coins are cryptocurrencies that are largely driven by internet memes, hype, and community enthusiasm rather than underlying utility or fundamentals. The video highlights the significant performance of meme coins like Whiff, Floki, and Myro, attributing their success to the influx of retail investors attracted by Bitcoin's mainstream media coverage. The speaker suggests that meme coins may continue to outperform in this cycle due to their appeal to retail traders.

💡Real-world asset (RWA)

Real-world assets (RWAs) refer to tangible assets such as real estate, commodities, or financial instruments that are tokenized and represented on a blockchain. The speaker discusses Ono Finance as a leading RWA protocol, providing exposure to tokenized assets like US dollars, treasuries, and money markets. RWAs are seen as an exciting and popular vertical in the crypto market, with the potential for further growth and adoption.

💡Artificial Intelligence (AI)

Artificial Intelligence (AI) is a broad term referring to the development of computer systems and algorithms capable of performing tasks that typically require human intelligence, such as learning, problem-solving, and decision-making. In the video, the speaker expresses significant bullishness towards the AI sector within cryptocurrencies, citing upcoming events like the NVIDIA conference, new product launches, and general hype around AI as potential catalysts for price rallies in AI-related tokens.

💡Technical analysis (TA)

Technical analysis (TA) refers to the study of historical price movements and chart patterns to identify trading opportunities and potential future price trends. The speaker briefly touches on technical analysis when examining the price charts of various AI-related cryptocurrencies, such as FET, Ocean, and AX, to identify potential trading setups and leaders within the sector.

💡Decentralized Exchange (DEX)

A decentralized exchange (DEX) is a peer-to-peer cryptocurrency exchange platform that operates without a centralized intermediary. The video mentions Ribbon Finance, a project launching a new token for its decentralized perpetual exchange called Avo, as a potential trading opportunity due to the hype and speculation surrounding the token launch.

💡Barbell strategy

The barbell strategy is an investment approach where one's portfolio is constructed with both ultra-conservative assets (e.g., Bitcoin) and highly speculative assets (e.g., meme coins) while avoiding the middle ground. The speaker notes that this strategy has been outperforming in the current market cycle, as Bitcoin and meme coins have been the top performers, while major altcoins have lagged.

💡Alpha

In the context of trading and investing, alpha refers to the ability to generate returns in excess of a benchmark or market index. Throughout the video, the speaker emphasizes their goal of providing the audience with the latest 'alpha' or valuable insights and trading opportunities in the crypto market, particularly regarding altcoins, AI tokens, and meme coins.

Highlights

The recent Bitcoin leverage flush has reset market conditions, taking froth out of the system and setting the stage for an altcoin rally.

Using the dip recovery as an opportunity to identify the strongest rebounding altcoins can reveal coins likely to perform well going forward.

Bitcoin's surge to new all-time highs is attracting mainstream media attention, which could drive more retail interest in meme coins and other speculative altcoin sectors like AI.

The 'barbell strategy' of holding Bitcoin and aggressive meme coins has been one of the most effective portfolio constructions so far this cycle.

Whiff (WHIFF) has seen explosive gains, leading the charge among meme coins amid renewed retail interest.

Ribbon Finance (RBN) is ripping higher due to anticipation around the launch of its Avo perpetual exchange token.

Ono Finance (ONO) is poised to lead the way in real-world asset tokenization with its new onoG Global Markets platform for tokenizing publicly traded securities.

The AI sector is expected to be one of the strongest performers this cycle, with coins like FET, AXS, OCEAN, and CU exhibiting strength.

The upcoming Nvidia conference on March 18th is driving hype around AI, which could benefit AI-related crypto projects as a liquid trading proxy.

Lower-cap projects like RSS3 (RSSx) and WORLD Mobile Token (WMT) present interesting AI infrastructure plays.

The presenter took profits on the Golem (GLM) trade but still holds a small bag, believing it could continue performing well.

The presenter plans to share more micro-cap AI gems in an upcoming thread and video, so followers should stay tuned.

Overall, the recent market events have positive ramifications for altcoins, and the presenter is excited about the industry's positioning compared to a few months ago.

The presenter recommends using tools like ViewBase and BanterBubbles to implement the dip recovery strength identification strategy.

The presenter has an affiliate deal offering a $30,000 sign-up bonus for new BitGet accounts, providing access to trade many altcoins.

Transcripts

last night's events may have triggered

the next explosive altcoin rally in

today's video I'm going to explain to

you why the crypto market right now is

perfectly set up for an altcoin

expansion to the upside today I'm going

to discuss why this is the case and also

present to you some of my top altcoin

picks over the next few weeks there are

a few specific narratives which I think

are going to perform really well that I

want to discuss today one of them is the

AI sector where're at the end of the

video I'm going to give you my top picks

and the top coins that I'm accumulating

and watching in that sector and also a

variety of other coins that are

exhibiting strength in this recovery

phase and just a reminder that if you

haven't already make sure you click that

subscribe button down below as well as

hitting that post notification Bell for

the latest crypto Alpha I've got some

Banger content lined up for you over the

next few days with my top AI gems and

much much more of course I always do my

best to give you the latest Alpha in

this market whenever I get new

information find new altcoin gems I

always want to share them with you on

the show to make sure you are early in

this market and we can all succeed

together in 2024 so you know where that

subscribe button is let's get on with

the rest of the show so before we get

into the specific alt coins I think

could perform well let's firstly look at

what actually did happen last night what

implications this has on the market and

where I think we are currently sitting

in the current altcoin phases looking at

what happened to bitcoin it was

remarkable price action it was actually

the biggest Bitcoin leverage flush in

over 6 months since August 2023 you can

see over $1 billion of Traders got

liquidated 864 million of them were long

positions and even 260 million shorts

got liquidated because we saw this

massive Wick obviously we had the pump

to the upside a fake out which actually

did technically make a new Bitcoin

alltime high but then a strong reversal

to the downside which essentially

flushed the leverage out of the market a

lot of all coins are actually down 20 30

even 40% in just a few minutes time and

people were getting absolutely wrecked

across the board if they were over

levered so definitely another reminder

not to go too crazy on The Leverage but

the result of this leverage flush means

that as you can see via the funding APR

heat map a lot of the froth was actually

taken out of the market and you can see

that froth was building up it was

getting more and more aggressive funding

was going higher and higher and higher

in some cases above 100% for the major

coins and especially the meme coins

which have been a vehicle for

speculation and gambling from retail

over the last couple of weeks but what

happened was a total reset funding which

was at 100% ended up reversing into the

green territory now it wasn't quite

enough of a pullback to Warrant negative

funding which would suggest rapidly

dropping prices but instead it leveled

out in the safe green territory as

exhibited by the funding heat map here

on V so what does this tell me Well it

tells me that we got to leverage flush

that was extremely needed for the market

it's not healthy when markets rise in

price based purely off the back of ramp

and speculation obviously crypto is a

speculative asset class but when the

system gets too over levered this is a

recipe for disaster because it means

when things go bad things go bad really

quick and they unravel much much faster

than people can get a grasp on and what

happens then is if you have a 20%

correction this can really impact

sentiment and price can spiral downwards

and downwards it actually end up being

the collapse of a bull run this happened

in 2021 over levered markets ended up

resulting in a collapse of the bull run

alongside a variety of factors of course

like macro and then structural black

swans on the crypto Market ended up

exacerbating the issue but the

underlying message I want to get across

here is that this was an extremely

healthy leverage flush for the market

and the market is actually in a much

better place than it was yesterday I

mean the price is actually the same as

it was yesterday despite that pump to

the upside and then that dump to the the

downside so I don't know why anyone

would be panicking in fact it's actually

a great sign for alt coins why because

despite the dip a lot of people that

missed the recovery bounce are now even

more optimistic on alts because of the

strong recovery that they exhibited it

shows that there's a lot of strength in

the altcoin market and a lot of people

are now hungry to actually buy up these

dips so it's poured fuel on the altcoin

fire also we did need a Bitcoin

correction because when Bitcoin is

running ramper to the upside altcoins

typically don't perform that well we do

need a Bitcoin correction SLS slowdown

for alts to have their turn this is

something we're already seeing right now

with ethereum starting to gain momentum

versus BTC I'm going to touch on the

altcoin phases in just a minute but

firstly I want to teach a major lesson

from yesterday and I want to give you

some Alpha in the midst of what to some

people was a devastating crash if they

were over leverage there's actually a

lot of valuable information that this

crash and more namely the recovery

actually gives us as investors to help

us better position ourselves for the

next few weeks and if you're smart

you'll use this information to your

advantage to actually make money over

the coming weeks and months and of

course the strategy I'm referring to

here is using this dip as a way to

identify the coins which bounce the

hardest in their recovery phase because

coins that are exhibiting strength on

the rebound typically these are the

coins that perform the best if the

market continues to Trend higher so if

we are going into a bigger altcoin

season and I do believe we haven't

really seen the true fun for altcoins

just yet this cycle then of course the

market is giving us valuable information

in these dip recoveries to identify what

the strongest altcoins are now I did an

entire 20 minute video on this strategy

so I won't go into too much depth I'll

leave a link in the description below if

you want the full strategy but I'll give

you a quick couple of tips from that

video the first one is I love using v

data for this because you can actually

compare different alts and how they

recover it so you can see here that Ono

is trading at the same level that it was

trading at before the dip you can see

ethereum is actually performing stronger

than a lot of ults cuz it's trading even

higher than it was before the dip

Stargate on the other hand is not

showing such good price action obviously

it had its major dip it's almost back to

pre- dip levels but it isn't even quite

there and whiff is a great example of a

strong coin that I'm referring to here

in the midst of a correction that

rebounded super super strongly actually

rebounding from the bottom of this week

to the current price over 100% so it's

almost doubled and this is just an

example of free money in the market in a

bull run the best strategy that you can

do is buy these aggressive Wicks and

that's why I actually recommend setting

limit orders on strong coins or coins

you like because when we do get these

leverage flush outs that gives you an

opportunity to potentially trigger some

orders at very attractive prices with

for example if you were able to scoop

this up at a dollar that's a free double

your money trade overnight so this this

is a really good strategy in a bull

market we have this uptrend where price

is going up then dipping then going up

then dipping actually capitalizing on

this dip periods is super profitable

because that's where you get your best

risk reward entries and if you're not

sniping the charts all day cuz if you

out the charts then of course you can

enter you can just set limit orders and

if you're trading spot you don't really

need to worry about getting liquidated

if price goes even lower if you do have

leverage orders in make sure your

Leverage is super low because you don't

want to have unmanaged high leverage

positions so just makes no sense and

another tool that I really like which I

also referred to in the video is B to

Bubbles cuz you can toggle across

different time frames the daily is

really useful in this instance to see

okay during the dip which coins are

actually higher now than pre- dip a day

ago we can see Unis swaps one of them

whiff is one of them so meme coins

performing well ribbon's one of them I'm

going to talk about the reason why this

is one of them later fet and AR so some

of the AI dpin plays also performing

strongly AI I'm going to give you some

of my top picks later in the show and

explain exp why I think they're

performing strongly and importantly

ethereum is actually outperforming

Bitcoin and a lot of alts today as we

are seeing that rotation into the next

phase of the cycle potentially what are

some of the other strong coins that are

performing well well meme coins are

undoubtedly the strongest performers

right now retail is absolutely

gravitating towards these meme coins

whiff is actually something that I

called on the show at about a120 it's

over $2 an now so that's a strong

performer but Myro is your catch-up play

followed by a lot of these other AI

coins as well that we're going to

discuss later in the show Luna's also

showing some interesting price action

this is actually an interesting trade

there's kind of this salava narrative

starting to come back into the market

which is funny it's kind of a bit of a

meme but I mean it's pumping and Luna in

a sense is a meme coin at this stage

maybe some of the lunatics won't want to

hear that but that's how it's trading

it's a community it's a religion there's

not that much being built on it so it's

essentially become a meme coin and

another list that I really liked was

paradise's list you can go and follow

him by the way he's a great Trader and

he he has Myro Luna synapse Theta

optimism lone C so Luna classic ethereum

tow with beam and jasmi as his relative

strength place from the lows so these

are the coins he identified that bounce

the strongest but of course you can

implement this in your own trading and I

always recommend that because there will

be times where I'm not making a video

and you're going to need this strategy

for yourself so I highly recommend using

V and banter bubbles to implement this

yourself so before I get on with some of

the alt coin sectors and coins I think

are going to perform stronger over the

next few weeks I want to remind you that

if you do want to sign up to trade any

of these altcoins I have one of the best

deals available for you right now if

you're looking for a new bitg account a

$330,000 sign up bonus if you sign up

and deposit for a brand new bitg account

that you can access via the link in the

description they have pretty much all

the meme coins a lot of the newer alts

that are listed get on bitg before other

exchanges so if you do want to trade

over there that's obviously going to

give you access to these coins and also

access to that massive $30,000 sign up

bonus bonus so where are we currently

sitting in terms of the altcoins the PA

to alt season graph sometimes this is MD

it's kind of been a bit overused in my

opinion in the crypto space but there is

still some validity here to

contextualize what phase we're currently

sitting in now although we've kind of

been oscillating there's been an

accelerated nature of the Market's

propensity to churn through these phases

generally speaking I don't believe we've

hit the true phase three and phase Four

Seasons yet because Bitcoin has started

to run ethereum has started to enter

this interchange phase where ethereum

goes back and forth with Bitcoin and

starts outperforming it this is exactly

what's been happening during this phase

overlap phase of course the market

started to front run and pump a lot of

altcoins namely meme coins but we

haven't really seen this liquidity flow

happened yet into the large caps and the

midcaps so I still do believe in terms

of an ALT season a greater alt season

this year I'm not saying it necessarily

happens right this second but certainly

this year I still think there's still a

lot of room to run in the strongest

narratives we'll talk about some of them

later in the show but AI is a great

example of a strong narrative meme coins

are now presenting themselves as a super

strong narrative but it definitely is a

good sign that ethereum is now starting

to perform well and I want to reh

highlight the point I made before in the

show that the way we've recovered from

this dip actually filled a lot of people

with confidence and the general

overarching sentiment I'm seeing on

Twitter is a sentiment of optimism and

bullishness and actually fomo from

missing the dip buying opportunity shows

to me that despite that flush the market

is actually now more optimistic and more

willing to fomo into the market cuz they

missed that dip and that's a dangerous

combination because now a lot of the

Leverage is out of the market but the

demand for these coins is still there so

now we have a healthier Market structure

compared to yesterday and that's why I

said at the start of the show yesterday

was actually a major event that in my

opinion has triggered even better market

conditions for crypto as a whole so

let's look at some of these strongest

narratives that you can potentially

position yourself in and some of the

coins that you should be watching right

now so clearly Bitcoin is absolutely

pumping what this Bitcoin pump has done

is it's thrusted Bitcoin back into the

mainstream media Spotlight you have

Bloomberg posting multiple articles a

day it's being spoken about on National

Television CNBC also covering Bitcoin

even though not all the coverage is that

glowing towards cryptocurrency which is

funny it's giving exposure to the crypto

Market as a whole Bitcoin even if you

think that this Cycle's different due to

ETF demand flows Etc that's an argument

for another day one thing you can't deny

is that Bitcoin is the greatest

marketing that there is for

cryptocurrency when mainstream media

talks about Bitcoin it alerts people to

the fact that crypto is going up and

when retail are alerted to crypto going

up what do they do well when they step

into the market they don't look at these

crazy fundamental defi alts they they go

straight for the left curve stuff they

go straight for sectors like AI meme

coins gaming these kind of narratives

but mostly the meme coins if I'm being

completely honest with you that's where

they get attracted so this whole

marketing push that Bitcoin hitting

all-time highs has had on the crypto

Market is really marketing the memecoins

more than any other Niche and here's the

thing Bitcoin hasn't really had enough

time above its all-time high it really

just tagged its alltime high technically

made alltime highs to fully assert

itself in the mainstream media as we see

bitcoin price Discovery as I believe we

will get there will be more and more and

more coverage of the Bitcoin price the

higher Bitcoin goes the higher and

longer it stays above its all-time high

the more marketing it's going to get and

the more it's going to attract people in

and that's why I believe meme coins

although they have run a lot they

actually could be here to stay this

cycle and some of you might hate to hear

that cuz maybe you've missed the meme

coin run maybe you haven't had an

opportunity to position yourself maybe

you just don't understand meme coins you

prefer fundamentals that's cool but hat

it or love it we all just have to accept

memes are going to outperform again this

cycle hate it or love it that's the

truth that's the reality of the crypto

Market retail likes memes and crypto is

getting a lot more exposure now with

Bitcoin at alltime highs coinbase as

well finally entered that top 50 again

ranking at number 49 for apps on the App

Store in the US so we are now seeing

retail coming back this is a key

indicator cuz retail downloads UPS like

coinbase when they want to get into

things like meme coins now here's a very

interesting observation about where the

market sits right now the barbell

strategy a strategy that I shared on my

Twitter account almost a year ago is

actually working the best so the ones

that have portfolio constructions mostly

geared towards major caps they're

underperforming right now and maybe

that's you and you're probably feeling

the fomo right because the Bible

strategy is out performing now what is

the Baro strategy the barber strategy is

where you combine a hyper aggressive

asset allocation with a hyper

conservative asset allocation in very

simple terms on the left you have

Bitcoin it's the most conservative

crypto asset and coinbase stock if you

want to count that and the hyper

aggressive Investments are the mem coins

the complete Deen stuff that you might

think's rubbish in the middle of a

typical portfolio Construction you would

have your Majors however right now it's

clear that the ones that are just

holding Bitcoin and memes are performing

the best cuz Bitcoins are performing

most alts only recently have things

started to slightly shift but overall

Bitcoin has outperformed most alts and

then your hyper aggressive memec coin

plays have outperformed the major and

the mid cups so this barbell strategy

has actually been the most effective

strategy so far this cycle and it could

continue to be for the foreseeable

future the only thing I will say on this

is that I do think we are seeing a

little bit of a shift into ethereum well

it's clear that's what the charts are

telling us so this may be changing

slightly but I still do believe going

hyper aggressive in a bull run is the

way to make the most gains absolutely so

the strategy definitely has some Merit

so I wouldn't Chuck your entire strategy

out if you're not following this it's

just an interesting observation that

that this is the best construction

that's performing right now so memec

coins clearly is what's getting retails

attention as they flood back into crypto

wh is really leading the charge in terms

of price performance absolutely exploded

I actually did call this on the show at

a120 it's now over $2 Wicked up to

$220 this is one that I said I was I was

bullish on and I actually said I

preferred it to Doge cuz it's just cuter

and I think retail just gravitates

towards that Meme more than Bitcoin and

the Ser has been pretty spot on even you

know in the 4 days since I uploaded that

video some other meme coins that are

performing well flocky performing very

well in light of their new Burn

mechanism which they recently passed

they've got 25% of the supply staked so

slightly reduced supply pressure and a

supply crunch potentially coming from

that burn mechanism that's obviously

starting to Garner some hype Myro

performing really really well which is

named after the salana co-founders dog

kind of gaining popularity versus Bonk

which is the leading meme coin on salana

and has a lower fdv so that's an

interesting play for me obviously these

are very D gen plays and in this market

you got to be careful because mem coins

have run a lot but those are some of the

ones that I'm seeing gaining some

traction but let's move away from the

meme coins now because I've been

covering them a lot and let's move on to

some of the other narratives I think can

perform maybe the ones that haven't run

so much that I think still have a lot of

potential so I'm going to touch on two

alt coins which are clearly leading and

could continue to lead for the

foreseeable future and then I'm going to

get into AI which as a sector as an

entirety I'm extremely bullish on and I

do believe a lot of the AI coins are

going to absolutely fly this cycle and

if you aren't already positioning

yourself in AI or at least thinking

about it I would definitely start waking

up to doing that because I believe AI

will be an extremely extremely strong

sector uh it's one of the sectors that

most bullish on longterm in crypto

actually but even in the shorter term

with all this hype and video conference

Etc which we'll get into I think it can

perform Super strongly the first allcoin

I want to touch on before we get into AI

is ribbon Finance ribbon Finance is

absolutely ripping if you go into banter

bubbles you can see it's actually the

leading token today out of the major

caps why is it flying well it's flying

because they're launching a new token

you can see here March 13 is being

teased as the date with the token posted

here for an application called Avo Avo

is a Perpetual exchange it's one of the

best per dexas that I've actually seen

in crypto that allows you to trade a

variety of assets but also pre-launch

tokens where you can trade tokens before

they've even launched trading volume in

AO is super high at the moment and price

actually has been more stable if you

compare the liquidity on AO compared to

a lot of centralized exchanges so it's a

great product it's obviously got big

backers like Paradigm dragonfly coinbase

some of the reasons why it's performing

so well and this new token is garnering

some hype because it's trading on Wales

market so this is a Futures Market at

over $3 per token now now if you look at

the ribbon token it's a$1 12 so if there

is a Redemption from ribbon into Avo

then technically there's almost a 3X on

the table if you look at Wales market

now this does come with some risk

because Wales Market can sometimes have

fake fills there is some speculation

because of the time involved during the

Redemption period so there is some risks

but the reason why the token's repricing

higher is simply because people are

really bullish on Evo um and I'm bullish

on AO as a product so the token is

obviously trading at a higher value I

also want to make it clear that I am an

investor in AO as well so this is one

that's performing really strongly and

there could be a trade here like

obviously it's absolutely ripped but I

still do think there could be a little

bit more room for this to run so that's

why I'm I've still got my eye on ribbon

but obviously AO is the one that I'm

really looking forward to you can

already use the product now but the

token itself will be interesting as well

another leader in the market that I

think can be one of the best performers

not just over the next month but

continued to be a strong performer this

year is Ono Finance it's really the

Premier rwa protocol and if you want

exposure to rwa right now unless you go

really indirect by like investing in

oracles or layer one blockchains I mean

the most direct way to get exposure is

is really an application like Ono now

they just announced a new update which

is absolutely massive which is solving

the rwa liquidity problem which is

called onog Global markets which is a

platform to bring all publicly traded

Securities on chain with Native access

to traditional Securities Exchange

liquidity this is absolutely crazy I

mean we haven't really seen this sort of

Securities tokenization occur in crypto

to this date it may not take off but if

it does take off it's going to be

absolutely massive so Ono Finance who

are backed by panta coinbase Etc

Founders fund they're really Leading The

Way Paving the way for iwa protocols you

can already start earning yield on US

dollars US treasuries US money markets

right now it's an absolutely amazing

product and I think because they built

something so solid even at a $5 billion

fdv cuz considering they've got a

relatively low float at a 700 mil market

cap I think this one still has room to

run especially when rwa sees that

narrative kick off again because it's

kind of been stagnant since January but

the whole Larry think asset tokenization

narrative it's bound to rear its head

again it's a it's a very exciting and

popular vertical in the market so now

let's move on to AI the last exciting

and popular vertical in the market that

I want to discuss today um but last but

not least cuz I think AI is going to be

one of the strongest performers this

cycle and over the next 2 weeks I also

expect AI tokens alongside the meme

coins to be some of the strongest

performers why you've got the Nvidia

conference on the 18th of March let's

not even talk longterm because I'm doing

a long-term thread tomorrow make sure

you follow me on Twitter Link in the

description for that I'm going to do a

video breaking down these alt coins in

more depth in a couple days so let's not

even talk long-term in today's video

let's just talk about the short-term

trade cuz you guys know my opinion on AI

long-term the conference is on March

18th there's a lot of hype into the

conference the beauty about AI is it has

a lot of these

World narratives whether it be

conferences investment in the real world

new launches like Sora new products

always coming out this gh's attention

and hype for AI in the real world and we

see this same hype flow in the crypto

Market which is a highly liquid market

and a highly liquid representation of AI

compared to more E-liquid asset classes

like stocks AI crypto even though a lot

of them aren't even really AI cryptos

are just way more accessible than the

stock market so it's very easy for

people to liquidly trade these

narratives and height and for that

reason if you're going to trade the

Nvidia hype into the

conference the AI coins make for a

decent proxy and that's why I think they

can actually perform well and continue

the charge to the upside I mean that

combined with the fact that everyone's

talking about AI right now it's funny

because I've been talking about AI for

like over a year on crypto banter I've

done so many threads on it in the past

but recently a lot of big creators like

Alex Becka starting to cover it

everyone's jumping on the AI

bandwagon it's definitely got some

retail mind share going for it that

share I don't even think has really even

hit its major inflection point yet but

let's just look at the chart and see

what the TA is telling us fet breaking

into new highs ocean lagging behind I do

like these laggards usually I like to

Long leaders so that's why I think Fett

and ax are decent plays but ocean is

interesting to me CU it did have this

deep Wick but actually did bounce quite

nicely so it's one of those coins where

you can say Well it actually did exhibit

some decent strength on the bounce

you've got ax as well slightly weaker in

the shorter term but is one of the major

leaders so this is also one that is an

interesting trade you've got wld World

coin as well which is a major support

that's interesting to as well just goes

from strength to strength being one of

the biggest decentralized AI

infrastructure plays in the market now

there are a couple lower caps which I

want to mention obviously these do come

with more risk it's not that low cap I

think it's almost 2 or 300 million fdv

but rss3 is another one that I'm looking

at that has some decent price structure

they're backed by notable investors such

as coinbase bellagi dragonfly GG ggv

capital and they've got their main net

launch coming very very soon the way I

think about rss3 they're basically doing

what the graph does in terms of indexing

but for the AI world and they also

Implement Celestia data availability so

they're a modular play basically

represented via an L2 with Native gas

using optimistic rollups so it's an

interesting play from a tech perspective

but just from a chart and a hype trade

perspective I think this one can perform

quite nicely I also mentioned Golem in

my last video congrats to everyone that

got into that trade that ended up being

an absolute Banger let's actually look

at what Golem's sitting at right now I

did take some profits I think yesterday

on that trade that is currently sitting

at 68 C so you basically up double your

money on that trade it's absolutely

amazing I still do like this I'm still

holding a small bag of this and I still

think this can perform well but I do

prefer some of the others and I'm going

to leave some of the more micro cap

plays for tomorrow's thread and video so

if you do want to check that out make

sure you're following me on Twitter and

make sure obviously you have post

notifications turned on for this channel

so you are up to date with the latest

Alpha because I will cover that so those

are some of the plays I'm looking at

right now the AI sector super hot you've

got Ono you've got ribbon one of them's

a DEX the other one's a very strong rwa

play and then of course the meme coins

these are the strongest narratives that

bounc the best and I think could also

outperform over the next couple of weeks

but in general what happened yesterday I

think is going to have positive

ramifications for the altcoin market

this doesn't mean altcoins are

invincible there definitely can be draw

downs but things are definitely looking

good for crypto and it would be remiss

of me not to share my excitement with

you just generally how the industry is

position now compared to even just a

couple of months ago so I'm going to see

you in the next video I'm continuing

with daily uploads to give you the

latest Alpha in the crypto Market stay

tuned for that AI thread tomorrow it's

going to be an absolute Banger peace out