Why There Wont Be An Alt Season This Cycle

Bullish:

• $BTC - Positive outlook on Bitcoin, potentially due to contrarian sentiment and geopolitical developments.

  • “I think it's notable that Bitcoin well, first first, we can go through, like, your tweet. Your tweet was brilliant. I I couldn't have articulated it better myself. I I tend to get scared when everybody's consensus bearish or bullish.”

    Jonah·1:34:00

  • “Apparently, on December 9th, a deputy from the Russian Duma submitted a proposal to the Russian finance minister to create a strategic Bitcoin reserve.”

    Avi·30:49:00
• $REVGEN - Bullish on crypto projects that generate real revenue, seen as disruptive to traditional equity markets.

  • “That's when crypto effectively disrupts traditional equity. And Trad Equity is inefficient because it's, you know, heavily regulated, difficult to access for a lot of people around the world, and involves a lot of paperwork.”

    Jonah·42:34:00

Bearish:

• $LAYERONE - Bearish on Layer 1 protocols and alternative cryptocurrencies due to market saturation and lack of capital.

  • “There's gonna be no alt season this time. That there there will be sector based seasons. Why? There's just too many coins. There's too many coins. There's just not enough capital for an alt season to happen.”

    Jonah·0:04

  • “Who the fuck is buying optimizer optimism or arbitrum right now? Well, who who who those are l ones? Is buying avalanche right now? Who's buying Aptose? Who's buying polka dot? Who's buying the shit?”

    Avi·45:40:00
• $ETH - Extremely bearish outlook on Ethereum, suggesting potential failure of the asset.

  • “We are very close to just being completely over for this asset. Yeah. Like, you know, I hate to I hate to say it. I I I really do hate to say it, but, I mean, they're fucked, man, and they're fucked for so many reasons.”

    Avi·19:59:00
• $MEME - Bearish on meme coins, particularly those related to Trump, expecting them to lose all value.

  • “I mean, I think it's inevitable that Trump that Trump goes to 0.”

    Avi·48:39:00