ALWAYS ONE STEP AHEAD

Summary

The presenter argues that the crypto market has already bottomed and is in the early stages of a bull market. He urges investors to maintain conviction through multiweek or multimonth pullbacks, which he views as expected corrections rather than signs of a trend reversal. He expects Bitcoin, Ethereum, and altcoins to make further highs, with periods of sideways consolidation along the way.

Market outlook and technical framework

• Bottom signals: The presenter points to weekly bullish divergences—price making a lower low while RSI makes a higher low—as evidence that Bitcoin and the broader altcoin market have bottomed. He cites prior cycles, including 2014, 2020, 2022, 2023, and 2025, as supporting examples.
• Altcoin confirmation: He uses Total3, a measure of the crypto market excluding Bitcoin and Ethereum, as a proxy for altcoins. He says its weekly bullish divergence and retest of a bear-market accumulation zone support his bottom thesis.
• Accumulation-zone retests: He says brief pullbacks, or “wicks,” into these zones have historically offered some of the best buying opportunities in Bitcoin and altcoin cycles. He compares current price action with examples from 2015, 2020, and 2023.
• Ethereum dominance: He says Ethereum’s share of the crypto market is about 10.82%, near the bottom of its historical oscillation range. He sees this as a potential setup for Ethereum and altcoins to gain market share relative to Bitcoin, citing 2017 and 2020–21 as precedents.
• ETH relative to equities: The ETH/S&P 500 ratio is described as showing a Wyckoff accumulation structure, with the current period resembling a “spring” phase. The presenter expects crypto to eventually outperform equities and anticipates capital rotating from stocks into crypto.
• Expected market path: He expects Bitcoin, Ethereum, and Total3 to move higher, but cautions that new highs may be followed by extended ranges and negative sentiment. In his view, a more euphoric altcoin phase is likely after Bitcoin consolidates above a major weekly resistance level.

Portfolio positioning and recommendations

The presenter says he added 10% of his stablecoins to the market and now has 85% of his assets in crypto, with the remaining 15% reserved for deployment at specific levels. He says he currently holds more altcoins than Bitcoin, contrasting this with his prior-cycle view that at least 80% of a portfolio should be in Bitcoin.

For people who are already invested, he recommends holding through pullbacks rather than reacting emotionally and expecting consolidation during an uptrend. He presents accumulation-zone retests as potential opportunities, while noting that these are his personal views rather than individualized guidance.

Key figures, assets, and claims

• Bitcoin: The presenter anticipates a move toward $90,000. He says Bitcoin was near the prior May high and that three weekly candle shadows below that level provided an entry opportunity.
• Ethereum: He mentions $3,000 as a potential level and says Ethereum also briefly dipped below the May high.
• Total3: He says it also briefly dipped below the May high.
• Relative-performance projection: He expects ETH could outperform the S&P 500 by 4× over one or two years. This is a projection, not a measured result.
• Bitcoin’s past performance: He claims Bitcoin was at $69,000 in 2021 and had gained only 20% over five years, arguing that crypto had lagged other assets and inflation. This is the presenter’s characterization.
• Trading claim: He states that 99% of traders lose money, using this claim to support a trend-following, less reactive approach.

Assets and instruments mentioned

• Bitcoin (BTC)
• Ethereum (ETH)
• XRP
• Altcoins and the broader crypto market
• Total3 (altcoin-market measure)
• Stablecoins
• S&P 500 (SPX)

Disclosures

The subtitles contain no explicit financial-advice disclaimer.

Presenter and source

• Presenter: Jordan Cameron (as rendered in the subtitles)
• Source/channel: Jordan Camirand