ALTCOIN SEASON BEGINS? (SOL, ETH & AERO Forecast)

Drew Whitehart (0:00)

We have entered the season where choosing the right altcoin can change your life. Not the season of vibes, not the season of this ticker looks cool on a live stream. This is where one good seat in the top 100 held through a real expansion can reprice a bag so hard it changes the next 10 years of your family. That is why it matters to know what the bullish potential is of these projects and what it actually is. Not those calls inside a telegram with some anonymous cartoon character telling you where they're planning to take things. My name is Drew Whitehart, your local crypto hopium dealer. Now, we've been bull posting since the bottom, and I'm running many of the top 100 coins through these same metrics on where I expect this overall market cap to go. This model does not move. I freeze today's top 100 market cap in the shape it is, and what I know this market cap has turned into over bull markets timeframe, and what I know this market can do when the real bull market takes shape. The current crypto market cap is about $2.9 trillion.

Then I scale that same distribution through two blow-off top numbers at $8.5 trillion and a bull case at $15 trillion.

And today, I'm gonna talk about the potential of Ethereum, Solana, and Aerodrome. Now, in this analysis, I'm gonna assume that Solana and Ethereum can hold their current positions. Ethereum is the second largest market cap in crypto, and Solana coming in at number seven. Now, Aerodrome is number 76, criminally undervalued in my expectations of where this project can go. So let's talk about what kind of upside we might be able to see out of these projects as all ships rise with the tide. In my expectations, I do believe Aerodrome can accomplish a 40-spot promotion. This is one of the pillars of the base ecosystem and liquidity layers, and I don't see base going quietly into the night on what's largely being expected to be the tokenization of all assets across the planet, and a super cycle that would make you dream years and years ago. But before I get ahead of myself, let's analyze Ethereum, the second largest project on the planet when it comes to crypto. Now, this is a project that many people in the crypto native sector already own, and I still feel like it's underestimated. We see this crypto market rise to an $8.5 trillion market cap, that same 11.5 slice turns into $985 billion of market cap. And I don't think that this is out of pocket. When you look at Ethereum versus Bitcoin, Ethereum has had to take a backseat hold in the crypto sector for about 1,500 days. I could say it's been a long time coming since Ethereum has had its time to shine when you value it against Bitcoin. This drawdown and the bear market for Ethereum is larger than it's ever had before. Now it's hit the brakes and is ready to choose upward violence. And you have to take note, there's a massive volume hole here where not much volume has been happening outside of this current point of control, which Ethereum is still at. And again, if Ethereum can rise and hold that number two spot, and this market cap hits the $8.5 trillion mark, that would bring Ethereum's price per token to a crazy level of $8,523 per share. This would mean a 210% increase from where it's currently at. Just coming up right at about a trillion dollar market cap. And that is the very unsexy version of generational wealth development. And I like that approach to get our heads in the right place for where we're going. Ethereum does not have to flip Bitcoin, and it's easy to stay in Ethereum while the market's going vertical. Now, Solana is up next. This is one that people either worship or write off and absolutely hate every other month. Right now, Solana is number seven on the crypto market cap rankings, coming in at $69 billion market cap.

Now, Solana doesn't look like it's wanting to give up that number seven position with all the development and AI agents. The meme coin culture has not died. Honestly, Solana is coming at it from 100 different angles. It's a very strong ecosystem in a lot of transactions, a lot of users still. So I think holding this number seven position is a logical mindset framework to move forward with. And just looking at this base case, kind of less exciting version of where Solana's price action can go, in an 8.5 trillion dollar market cap blow off top, that would bring the market cap from 69 billion to 208 billion dollars. Each token would be valued at $350 in that scenario. And you have to keep in mind, there is inflation for Solana, but there's been a lot of proposals and moves to actually lessen the inflation moving forward for the protocol. And here's my perspective. Solana does not need to become Ethereum. It needs to remain a high-speed layer one that already has locked in top 10 chair. If it starts eating BNB alive, these numbers get very much hotter, and I'm not paying it extra in this episode. I'm saying it's gonna be able to hold that number seven position and continue to rise with the tide. Now next, this is gonna be a crypto favorite of mine, absolutely, which is Aerodrome. This project defended itself like an absolute champion at these low 30-cent levels, tested that range multiple times in the guts of the bear market, and is now getting near 70-cents off of the recent pump, breaking some of those internal resistance points, and now heading up to see how much this 80-cent mark is gonna act as resistance. Now, Aero is just hanging on to the edge of the top 100 at number 76, but I just feel like this might be one of those life-changing projects we're staring down the barrel of. But I could very much see this number 76 mark changing into the 40s, maybe even 30s, over the course of the next few years, as the base ecosystem continues to expand. And that's the real jump I'm talking about here, that Aerodrome is very, very capable of doing. Now, in a move like that, assuming that the market doesn't go to hell in a handbasket, and we have that generally $7 to $8.5 trillion market cap blow off top, Aerodrome's market cap can rise to $4.5 billion. This expectation I do view as very reasonable. Now, should we see Aerodrome's market cap rise to those levels? That's where things get exciting. That would mean one Aerodrome token would then be worth $4.01 a share, up 505% from where it's currently sitting at $0.68.