My general positioning on the market: For context, I rode $ETH to 4k in 2021, and subsequently rode $BTC to 100k in 2024.

I am confident that $BTC dominance has topped. This means that while $BTC may still increase in USD value, there will be an opportunity cost to holding $BTC instead of other altcoins.

Most of my portfolio is back in $ETH to ride the resurgence of alt dominance. I'm holding $ETH in 2025 because I believe it will play the role that $BTC played in 2024, propelling the market forward.

You'll probably make more money holding other alts than $ETH, but I'm not going to be greedy. A 2-3x return on a large, high-conviction bet is more enticing than a mid-conviction 5-10x, especially when it's the majority of your portfolio.

I believe $SOL will still do well. However, I dislike the casino narrative it's been riding on, and feel that these "tourists" will leave at any significant crypto drawdown.

I'll be looking to exit $ETH in the mid-7500s. I believe it has the potential to go past 10,000, but I'm not a greedy trader and am satisfied with exiting there.

TLDR: I like $ETH, I don't think the market is done. If it is, I'll still be ahead even with a 50% drawdown from here.
#ETH #BTC #BTC #BTC #BTC