Wrapping up the week with a market update and a walk through the portfolios.
The big takeaway: the behavior of this market is genuinely different now. We’ve ran up longer in time and further in price than the previous leg, and if the week closes as it stands now, we get something we haven’t seen since July 2025. While I still see people calling this a bear market rally the market continues to confirm otherwise.
In this one, I cover:
Where I think Bitcoin and ETH can go from here, and the time window I’m watching into next week
Why the meme and alt charts are flashing a much bigger signal than most people realize
A few portfolio moves — what I’m adding, what I’m cutting, and where I’m still leaning
The narratives I want to be positioned in for the second half of the year
The two chart patterns I trust more than anything else
Plenty going on right now — you don’t have to wait for confirmation. Watch the windows, trust the patterns, and if you’re playing risk-on, learn to fish for yourselves. That’s the whole point of what we’re building here.
The updated watchlists are below
More next week.
