Summer Plan + Altcoin Watchlist

(Charts will be shared in comments)

Market Thoughts:

We’re seeing relative strength in select altcoin sectors

Bitcoin still lacks a clear directional trigger and remains technically uncertain

Several previously strong altcoins have broken key levels or uptrend structures after the recent rally, suggesting ongoing corrective phases may still be in play

Strategy Overview

Bitcoin

At this stage, Bitcoin is not offering a clean entry setup yet

Price action suggests the market may need more time—and potentially additional downside—before the current mid-cycle correction fully matures

Longer-term structure remains intact, and the broader cycle still supports continuation once this consolidation phase resolves

Altcoins

Focus remains on identifying the strongest performers from the past few months

Notable divergence has already appeared, with select altcoins outperforming while Bitcoin remains weak

Key levels, buy zones, and invalidation points should be mapped carefully in case of deeper market corrections

These assets may lead again once Bitcoin stabilizes or confirms a bottom, potentially signaling renewed strength across the sector

Watchlist

AI Sector

VVV

NEAR Protocol

Worldcoin

Gaming / Narrative

CARDS

Privacy

Zcash (monitoring developments closely)

DeFi / Infrastructure

Hyperliquid

High Conviction / Dark Horses

BNB

MEGA

NL (World Cup narrative play)

Final Outlook

The approach remains disciplined and selective. No need to rush the cycle.

Stay patient, enjoy the summer, and focus on relative strength rather than forcing macro bias. Over-optimizing for downside narratives can often lead to missing the actual reversal when it begins to form.