Sell in May? Not this cycle.

Here's my play for May 2026:

Macro setup is different. Fed pivot timing, ETF flows, and halving cycles don't align with the old boomer stock adage. We're in a liquidity expansion phase—not contraction.

What I'm watching:

- BTC dominance vs altcoin rotation

- On-chain metrics: exchange outflows, whale accumulation

- Narrative shifts: AI agents, RWA tokenization, Layer 2 scaling plays

My positions:

- Core holds: BTC, ETH (staking for yield)

- Rotation plays: Mid-cap L1s and L2s with strong TVL growth

- Degen bets: Early-stage airdrop farms and meme momentum trades

Risk management:

- Taking profits on 2x-3x pumps

- Stop losses at key support levels

- Cash reserves for dip buying

May 2026 could be prime alt season territory if BTC consolidates above key levels. I'm positioned for volatility, not selling into strength.

This isn't financial advice. DYOR. But the "sell in May" crowd is gonna get left behind this time.