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![thedefivillain Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1522870521414787072.png) VIKTOR [@thedefivillain](/creator/twitter/thedefivillain) on x 54.7K followers
Created: 2025-07-16 11:48:20 UTC

The reason for me flipping quickly from a bearish to a bullish bias on altcoins is because of reflexivity

$BTC going into price discovery means that animal spirits go into altcoins, which then dramatically changes the risk-profile of these alts :

Once reflexivity kicks in, these can 2x-5x in a very short time, as pumps attract significant inflows of buyers, and early short-sellers end up fueling the final legs

If altcoins are going to get a risk-on szn, it has to be now, and being on the wrong side of the trade carries a horrendous r/r

On top of that, add the reflexive nature of the $SBET<> $ETH couple, and you get really good conditions for an alt pump

Simply being long BTC remains safer of course. It is my largest position by a very large margin.

![](https://pbs.twimg.com/media/Gv-caKFXAAAi7-q.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945450425744011621/c:line.svg)

**Related Topics**
[alts](/topic/alts)
[spirits](/topic/spirits)
[$btc](/topic/$btc)
[altcoins](/topic/altcoins)
[bearish](/topic/bearish)
[viktor](/topic/viktor)
[bitcoin](/topic/bitcoin)
[coins layer 1](/topic/coins-layer-1)

[Post Link](https://x.com/thedefivillain/status/1945450425744011621)

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thedefivillain Avatar VIKTOR @thedefivillain on x 54.7K followers Created: 2025-07-16 11:48:20 UTC

The reason for me flipping quickly from a bearish to a bullish bias on altcoins is because of reflexivity

$BTC going into price discovery means that animal spirits go into altcoins, which then dramatically changes the risk-profile of these alts :

Once reflexivity kicks in, these can 2x-5x in a very short time, as pumps attract significant inflows of buyers, and early short-sellers end up fueling the final legs

If altcoins are going to get a risk-on szn, it has to be now, and being on the wrong side of the trade carries a horrendous r/r

On top of that, add the reflexive nature of the $SBET<> $ETH couple, and you get really good conditions for an alt pump

Simply being long BTC remains safer of course. It is my largest position by a very large margin.

XXXXX engagements

Engagements Line Chart

Related Topics alts spirits $btc altcoins bearish viktor bitcoin coins layer 1

Post Link

post/tweet::1945450425744011621
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