[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Ansem [@blknoiz06](/creator/twitter/blknoiz06) on x 746.5K followers Created: 2025-06-04 17:48:04 UTC treating summer as preseason for my asset allocations believe that bitcoin is not printing a complacency shoulder here, so will eventually trend into price discovery & new all time highs by end of year depending on how long the current consolidation takes this summer is how long you have to build your portfolio before this happens no matter how terrible the sentiment around the altcoin market is, im confident that there will be some coins that print insane multiples from here, especially when Bitcoin is otw to trading at $500k / $10T market cap which is a 5x from current prices so now is time to build conviction on alts that are ~70%+ off their highs before we are in easy mode again highest conviction allocations for me currently in order: • Hyperliquid $HYPE • Bitcoin $BTC • $GRASS highest conviction trends: • necessity for large amounts of wealth to escape existing monetary system through non-sovereign assets resistant to govt intervention • hypergambling across all different market segments as average person is priced out of white picket fence American dream due to gap in wages • innovative online entertainment becoming much more popular & getting a lot more attention, creator <-> fan relationships skyrocketing in value • AI disrupting several industries & people's data + how to access it becoming increasingly more important for models XXXXXXX engagements  **Related Topics** [altcoin](/topic/altcoin) [Sentiment](/topic/sentiment) [time highs](/topic/time-highs) [preseason](/topic/preseason) [bitcoin](/topic/bitcoin) [coins layer 1](/topic/coins-layer-1) [coins bitcoin ecosystem](/topic/coins-bitcoin-ecosystem) [coins pow](/topic/coins-pow) [Post Link](https://x.com/blknoiz06/status/1930320665456062547)
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Ansem @blknoiz06 on x 746.5K followers
Created: 2025-06-04 17:48:04 UTC
treating summer as preseason for my asset allocations
believe that bitcoin is not printing a complacency shoulder here, so will eventually trend into price discovery & new all time highs by end of year
depending on how long the current consolidation takes this summer is how long you have to build your portfolio before this happens
no matter how terrible the sentiment around the altcoin market is, im confident that there will be some coins that print insane multiples from here, especially when Bitcoin is otw to trading at $500k / $10T market cap which is a 5x from current prices
so now is time to build conviction on alts that are ~70%+ off their highs before we are in easy mode again
highest conviction allocations for me currently in order:
• Hyperliquid $HYPE • Bitcoin $BTC • $GRASS
highest conviction trends:
• necessity for large amounts of wealth to escape existing monetary system through non-sovereign assets resistant to govt intervention • hypergambling across all different market segments as average person is priced out of white picket fence American dream due to gap in wages • innovative online entertainment becoming much more popular & getting a lot more attention, creator <-> fan relationships skyrocketing in value • AI disrupting several industries & people's data + how to access it becoming increasingly more important for models
XXXXXXX engagements
Related Topics altcoin Sentiment time highs preseason bitcoin coins layer 1 coins bitcoin ecosystem coins pow