GM ☀️

I’ve been in the space since 2017. I'm not a market expert, but I've survived previous cycles by adapting. Over the past couple of years, I’ve mainly focused on on-chain trading. That said, on-chain isn't as lucrative as it used to be—it now comes with a whole new set of challenges:
Too many launchers and tax farms

The Big Question ❓

When is altseason? Will it be like 2021 again?

Unfortunately, I don’t think we’ll see another altseason like 2021. The market has evolved. We’re now in a more institutionalized space—with ETFs and Wall Street players in the mix. These markets are designed to play with your emotions and wear you down while big money quietly profits.
Take ETH for example:
BTC is more than 2x its previous all-time high, but ETH is still lagging behind—it should’ve been around $6k. Instead, it’s trading more like a stock than the crypto assets we used to know. This shift is intentional and part of the new game.

But It’s Not All Bad News 🚀

I still believe we’ll see pumps, just at a slower and more controlled pace. This is by design—to tire out retail traders while institutions accumulate.
Over the past few weeks, I’ve restructured my portfolio and feel much more at ease. I’m no longer glued to the charts every day.

Here’s how I’ve split my portfolio:

40% Large Caps — SUI, DOGE, SEI, etc. (Top 50 on CMC)

20% Narrative Plays — AI, Gaming, and other trending sectors

10% Low Caps — Plays like CREO, LOT

20% Liquid — Split between ETH (for on-chain plays) and stablecoins (for quick flips)

When trading on-chain, risk management
is key.

Derisk early, ride the free bag, take profits slowly, and always maintain liquidity—so you can rotate back into large caps or jump on the next quick play.
Stay sharp, stay safe. Adaptation is survival in this market 💪
Let’s keep building.