A familiar signal sounded in the market again: one of the most notable veterans of crypto trading wrote that "it's time to go shopping," and that his fund is already actively acquiring "quality shitcoins." In plain language, this means betting on high-beta assets of the second and third tiers, but with a caveat regarding quality: liquidity, a live audience, a clear token economy, and the chance to survive volatility without turning into an empty shell.

The logic of such statements is usually not about 'guessing the bottom', but about changing the macro background. After long pauses in bets, markets have historically more often entered a phase of growth: investors gradually return to risk when the fear that money will become even more expensive tomorrow disappears. If dollar liquidity expands simultaneously and financial conditions do not appear stressful, capital flows more easily into stocks and then into the riskiest segments, where potential returns are higher and the reaction to the influx of money is faster.

The expectation of the trajectory of rates is highlighted separately: when there is no inclination in the regulatory committee to raise rates next year, market participants begin to build a scenario where 'the ceiling is already behind'. This is important psychologically: the need to constantly defend against sudden tightening disappears. In such an environment, 'shield coins' become not just a lottery, but an option to improve risk appetite — provided that projects with a chance to survive a prolonged sideways movement are chosen, rather than just pump cycles.

But here lies the trap. 'Quality shield coins' are still assets that can fall harder than the market and take longer to recover, especially if liquidity contracts again or expectations regarding rates change direction. Therefore, a sensible approach is to split the entry, determine in advance where the thesis breaks, and not confuse 'buying the dip' with 'I must hold until victory'. Ultimately, it is not the one who loudly declares a hunt for risk that wins, but the one who survives the next turn of the macro wind without losing control over their position.

#altcoins #LONG✅