VirtualBacon

@virtualbacon • 230,738 subscribers

Crypto trader and investor. I share my real portfolio, daily market updates, and live streams 3x a week on YouTube. My trading system and calls: @The_Coiners

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My 3-6 month plan: stay bullish. Bitcoin above the 50W EMA, liquidity rising, and another rate cut likely by December. Altcoin sentiment reset, but dominance is still in a macro downtrend. As long as $BTC trends higher, alts will follow. Ignore fear, follow structure.

Most alt seasons only last 1–2 months. Until #Bitcoin dominance breaks down and trends lower, don’t expect a true alt run. Alts pump when #BTC is breaking out but once it chops or corrects, dominance returns and gains vanish fast. Be careful and play it smart.

Bitcoin dominance is rebounding but still below 62% and in a weekly downtrend. Altseason isn’t over. With the Fed signalling a liquidity pivot, global liquidity rising usually means $BTC dominance rolls over. This is still a bullish setup for alts.

My $WLFI target remains $1 (~100B FTV, $24.6B market cap). That would put it near top 10, between $ADA &amp; $LINK. With Trump backing, US treasuries as collateral, and institutional focus, it’s not far-fetched. $2+ feels like a stretch, but $1 is realistic.

No doubt it’s altseason. BTC dominance is in a weekly downtrend, well below the 50w SMA, and this move is more convincing than anything in 2.5 years. I’ve shifted 80% of my portfolio into alts, starting with large caps before mid/low caps.

Altseason doesn’t mean chasing 10x pumps coin to coin. The smarter play is to stick to large caps, build a basket, DCA or use bots, and wait. They’ll all run in time. Patience beats over-rotating.

If #Bitcoin heads toward the 50-week SMA around 95K, expect major alts to follow. I'm watching $2K for $ETH, $140 for $SOL, and $1.80 for $XRP as value entries. These align with key Fibonacci retracement levels and $BTC stability. Not rushing, just waiting for confirmation.

#Ethereum is back at its key bear market breakout zone, retesting the $1,700–$2,100 range. Short term, expect chop. But long term, $ETH tends to catch up fast once the Fed pivots and global liquidity turns. I’m still holding, nothing has changed for me.

Gold has hit new all-time highs. Historically, Bitcoin lags gold by 12 weeks and every time gold consolidates after a run, $BTC rallies next. Their correlation has sat between 57-92% over the past 2 years. If that holds, BTC’s next leg higher should be soon.

The bull run isn’t over. Ignore the rigid 4-year halving cycles, liquidity is the real driver. #Bitcoin’s still in a macro uptrend since Nov 2022, and once global liquidity eases, altcoins will catch up just like in 2017 and 2021. Patience always pays.

I’m not buying into L2 or restaking tokens this cycle. Coins like $ARB, $OP, $ZK, $LDO, $ETHFI have strong tech but no real momentum. Institutions aren’t touching them, and $ETH itself has better upside with lower risk. See what I’m focusing on instead 👉

I sold nearly all my low caps under $300M and rotated into $BTC, $ETH, $SOL, and a few midcaps. That move saved my portfolio. Since then, altcoins outside the top 10 have underperformed both $BTC and $ETH.

My portfolio is 50–60% $BTC, with the rest split between $ETH, $SOL, and $XRP. You don’t need 30% in low caps to win. A strong large-cap base helps you stay steady during FOMO and corrections. If your portfolio nukes on a 3% BTC dip, you’re overexposed.

I'm sticking with a $10K–$12K $ETH target by mid-2026. If $BTC hits $200K–$250K and ETH/BTC returns to 0.05+, ETH can easily hit those numbers. This isn’t a short cycle. I believe the bull run will extend well into 2026, so I won’t be selling all ETH in 2025.

My 3 WLFI linked holds: 🔹 $BLOCK – USD1 launchpad by a WLF adviser. 🔹 $DOLO – lending protocol led by WLF’s CTO. 🔹 $AOL – SOL meme pivoting to USD1 adoption. Different caps, different risks, but all tied to the same narrative.

My $WLFI target remains $1 (~100B FTV, $24.6B market cap). That would put it near top 10, between $ADA & $LINK. With Trump backing, US treasuries as collateral, and institutional focus, it’s not far-fetched. $2+ feels like a stretch, but $1 is realistic.