
Daan Crypto Trades|Sep 06, 2025 20:03
My view on altcoins, BTC.D and how I'm positioned 👇
I do believe that Bitcoin Dominance has topped for this cycle and that any bounces can offer good entries on (strong) alts relative to BTC for the next few months.
But in the short term, I would not be surprised to see some bounce on the Bitcoin Dominance pair first. Whether it's because BTC tests lower levels and the market panics a bit, or if actually breaks out into price discovery itself, leaving alts behind for a bit. Both would both be fine in my opinion and each has their own advantage.
You ideally want to see BTC lead the market out of these consolidations. That usually makes for the strongest rallies and a good base to move from. And if BTC.D bounces because we see further market weakness that would only mean there's some decent discounts out there on the alts you like.
If we simply see BTC move up and alts go up at the same time, that is good for our bags but it would make this rally less sustainable and overheat quicker.
I do believe BTC.D sees lower levels in 2025 but that ALT/BTC outperformance won't be shared with every altcoin out there, as has been pretty evident this cycle. Even just these last few months it has mainly been ETH and some other coins really putting in the work. So stick with strength.
My spot portfolio remains 50/50 BTC & Alts which I think is a healthy distribution for where we're at in the cycle and what I'm comfortable with. Past me would have been 100% alts at this point which could make sense if you got some high conviction or simply got a very high risk appetite without caring much about larger drawdowns. Figure out what works for you.(Daan Crypto Trades)
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