ETH has broken above $4,000, and I sense it’s time to pivot — an alt season may be around the corner. I’ve allocated part of my USDT reserve into $DOGE and $HESTIA to capture potential upside, reducing my USD reserves from 65% to 50% once USDT is fully deployed. The remaining dry powder is held for possible black swan events — geopolitical shocks, macro breakdowns, or public health crises.

I must admit a clear mistake from April, when ETH hovered near $1,500. I cut my losses almost at the bottom, missing the ensuing rally. In hindsight, the signal was obvious: Trump called the bottom on April 9th. Given his track record as an X factor for markets, I should have weighed that more seriously.

While I’m optimistic, doubt lingers. Cobie and DeFi Education have both warned of a September pullback, with DeFi Education already moving to risk-off. Traderchenge — often erratic in the short term but accurate at calling major tops and bottoms — now targets $40–60K.

Coins picked, cash deployed, reserves in place. Now it’s time to see how this market plays out.

ETH has broken above $4,000, and I sense it’s time to pivot — an alt season may be around the corner. I’ve allocated part of my USDT reserve into $DOGE and $HESTIA to capture potential upside, reducing my USD reserves from 65% to 50% once USDT is fully deployed. The remaining dry powder is held for possible black swan events — geopolitical shocks, macro breakdowns, or public health crises.

I must admit a clear mistake from April, when ETH hovered near $1,500. I cut my losses almost at the bottom, missing the ensuing rally. In hindsight, the signal was obvious: Trump called the bottom on April 9th. Given his track record as an X factor for markets, I should have weighed that more seriously.

While I’m optimistic, doubt lingers. Cobie and DeFi Education have both warned of a September pullback, with DeFi Education already moving to risk-off. Traderchenge — often erratic in the short term but accurate at calling major tops and bottoms — now targets $40–60K.

Coins picked, cash deployed, reserves in place. Now it’s time to see how this market plays out.