How to Win in This Bullrun

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Now back to the real alpha.

Today, we’re talking about how to thrive over the next 6–12 months in the wildest financial market we’ve ever seen. The crypto market cap is sitting at $3.5 trillion, with Bitcoin just under six figures and the Banana Zone in full swing. But, like Uncle Terry’s concrete “advice,” things can go south fast if you’re not paying attention.

The Business Cycle: Why Markets Move Like They’re at a Rave

First things first: crypto doesn’t just move randomly (no matter how it feels when your portfolio is down 30%). It follows the business cycle, which has four phases: recovery, growth, peak, and downturn. Right now, we’re in the Summer Phase—also known as the Banana Zone—where risk assets like crypto soar.

P.S. If you’re wondering what the hell a Banana Zone is, we covered it in a previous article. here.

Why? Liquidity. When there’s more money sloshing around, people YOLO into assets like Bitcoin. And guess what? Global liquidity and Bitcoin move like best friends at the afterparty:

📈 More money in the system = BTC pumps.
📉 Less money = BTC dumps.

That’s why the Fed’s latest rate-cut drama spooked the market. Jerome Powell dropped a 0.25% cut (as expected), but then hit us with the “plot twist” of fewer cuts in 2025 and a higher inflation target. Translation? Money isn’t getting cheaper as fast as we thought. Cue Bitcoin’s drop from $104k to $93k, a $1.4B liquidation event, and the S&P 500 taking a nosedive for good measure.

But here’s the thing: this isn’t the end of the bull run—it’s just a hiccup. Dips are natural in crypto cycles, and historically, Bitcoin always bounces back stronger.

The Psychology of FUD: Why Social Sentiment Matters

If you’ve been scrolling through crypto Twitter (sorry, “X”), you’ve probably seen a lot of doomposting lately. Sentiment around Bitcoin has hit its lowest point of the year, which might sound bad—but it’s actually bullish.

When retail traders scream FUD, contrarians swoop in like vultures, buying the dips. Historically, this kind of pessimism has signaled major breakouts. Analysts are already calling for Bitcoin to climb back above $100k in the short term, with potential to hit $160k by the end of 2025.

The takeaway? Don’t be a sheep. While the herd panics, real degens strategize.

How to Play the Next 6–12 Months Like a Pro

Here’s your cheat sheet to survive—and thrive—in the current market:

1️⃣ Stick to the Banana Zone: We’re in the late stage of the bull cycle. This is when the biggest gains—and the riskiest trades—happen. Focus on high-conviction plays, and avoid chasing shiny new tokens on pump.fun.

2️⃣ Diversify, but Don’t Overthink It: Allocate across Bitcoin, Ethereum, and a few alts with strong fundamentals. Remember, 90% of the 15,000+ tokens on Coingecko are headed to zero.

3️⃣ Set Exit Strategies: Have a plan for when to take profits. Greed is the number one portfolio killer.

4️⃣ Ignore the Noise: The market loves drama (looking at you, Fed). Stick to your thesis and zoom out when things get choppy.

TL;DR

The next year could be one of the biggest opportunities in crypto history. Yes, dips like this week’s are scary, but they’re also part of the game. Play it smart, keep your cool, and remember: every banana peel is just a step closer to the moon.

Until next time, stay degen and stay informed.

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_{Disclaimer: This newsletter is for informational purposes only and should not be considered financial advice. Always do your own research before making investment decisions.}