The Window Is Open

This is the week we circled back in December.

Our annual outlook flagged this exact window as the most anticipated time factor of the year, and as we cross into it, the setup is shaping up in a big way. The plan has been executed cleanly so far — we called the April low, the May high, and now the low we’re sitting on. If it ain’t broke, don’t fix it. I have no reason to believe June won’t be extraordinary.

But the intermarket picture has shifted. The opportunity is no longer with Bitcoin. It’s with alt coins.

Let’s start at the top of that food chain.

ETH: Hated at Exactly the Wrong Moment

Ethereum has taken a beating in the press this past week. Part-time tourists and long-time holders alike have capitulated and dumped. It couldn’t have come at a worse time for them.

This is what people do. They bail at the bottom and buy back at the top. This story will be no different.

ETH sold off right into the bottom of a major macro supertrend channel — and right onto a major macro price support box. That’s not where you exit. It’s also the second bottom out of a major low, and one rule we don’t break is selling the second bottom.

There's more wrong with the bearish case. We had a two-week reversal after a strong uptrend, mirroring the 12-day sell-off after the BTC ETF and the Genius Act. History keeps rhyming — only this time, ETH is the one positioned to benefit most, with the Clarity Act now in play.