The timeline for altseason just flipped. In this video, I explain exactly what this means for your crypto portfolio after recent macro data showed the odds of a September rate cut have collapsed. The DXY has reversed course and liquidity is tightening, creating critical new warning signals for the market. I’ll break down the new, updated timeline for the next crypto bull run and why this changes the entire investment thesis for the rest of 2025.
This isn’t just a short-term update; it’s a full re-examination of the entire macro picture from the bottom up. We’re connecting these new developments to the biggest catalysts on the horizon, including the ongoing fight for Altcoin ETFs from BlackRock and Fidelity, the coming ‘Clarity Act’ for crypto regulation, and huge institutional liquidity levers like the eSLR that nobody is talking about. Furthermore, we’ll map out how the Treasury’s TGA rebuild, potential 2026 tariff stimulus checks, and the broader business and debt cycle all provide new evidence for my long-standing 5-year crypto cycle thesis. If you want to understand the real forces moving the market, this deep-dive analysis is for you.
Keep in mind this is just my personal take and what i’m doing with my personal money, not investment advice.
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AFFLIATE LINKS:
🧪 Hyperliquid: https://app.hyperliquid.xyz/join/OC
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*IMPORTANT PLEASE READ: None of this is meant to be taken as any form of investment advice, it’s just me sharing my journey to a million and taking about what I’m up to and the strategies and tactics I’m using to try to get there. I am almost always talking about tokens that I myself own and obviously have a bias toward seeing them appreciate in value.
Do your own research always! I’m a normal guy who makes mistakes and has made plenty so far during this journey. So choosing to blindly copy what I’m doing isn’t going to lead you to just making a ton of money. I’ve had investments where I’ve lost EVERYTHING. I don’t just say do your own research as a legal covering but because you really need to do your own research and make your own call. If you don’t understand what you’re investing in you can lose A LOT of money! Especially in crypto which is super super risky. A lot of the projects I like to jump in are really small crypto projects which make them even more insane risky. Past performance doesn’t mean the project will do the same thing in the future, no one can predict the future and what will happen next. I’m pretty passionate about this, I am by no means a professional investor. I’m on my journey to a million dollars, I don’t even have the experience to have made a million dollars. All this is to share my journey because I believe there is value in watching me both succeed and fail. It’s my story I’m sharing with all of you, DO YOUR OWN RESEARCH and don’t just blindly copy me😄
Also all of this info might be accurate at the time of me recording and posting but in the future things could change. Especially in crypto things change fast, so just be aware of that. Thanks!
I hold investments in the tokens I’m talking about unless I otherwise state I don’t. Best just to assume that if I’m talking about it, I own it.
My Disclosures: https://docs.google.com/document/d/1dyCYz1Cuw4Dte4DybGl1QJrbjRFEUAI9kCGb2FxjYOU/edit?tab=t.0
#Crypto #altseason
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