My Crypto Portfolio Right NOW (Preparing for the Next Bull Run)

**SPEAKER_1** (0:00)
The crypto bear market is in full swing. People are giving up all across the board, and this is the perfect opportunity zone that I've been looking for. And some of the key metrics of Bitcoin's money flow are playing out right now that are signaling it's actually time to start figuring out this S tier list and setting up my altcoin buys. This is all in preparation for another bull run. People think that it's completely over for crypto. They're walking away and pivoting to completely different industries while crypto is down in the gutter. But I'm telling you the gutter is where the opportunity is. And so let's dive right into it and look at Bitcoin's metric that I've been waiting for to signal that's actually going off right now. So the Bitcoin money flow on a weekly timeframe is beginning to oscillate and kind of crab. This is the same signal that I've waited for in each different bear market. And I'll just do a fresh circling of these time frames. I'm not looking at the price of Bitcoin. I'm looking at the money momentum. Now, bear markets are always marked in this massive red pullback for Bitcoin's money flow here in 2017 to 2018, here in 2022
And now, this current setup is actually, in my opinion, Wall Street with a slight dip to price. I've always thought that once ETFs came into Bitcoin, we'd see about a 50% drawdown from previous all-time highs. Where we're at right now is right around 55% from the previous all-time high, and the money flow is starting to oscillate. It's likely to come back down into the red, but the signal I'm looking for is this crab season, where people have given up, you get grinded into dust with your attention, and that's where I like to load up on altcoins. Same thing as September of 2023, same thing as the November 2019 timeframe. Now, on my last tier video, we have the S tier loaded up, and there's only a few more spots for the top altcoins that I have an interest in. A lot of these lower tiers like the A and B and C tier, they're going to be something that I'm going to consider gambling, you know, putting a little bit of money into these projects if I have a little bit of extra scratch, just in case they decide to moon. The S tier is what I want to focus on right now, but I am going to be slapping a couple of these projects into the D tier, maybe even F tier, because there is no good outlook for them. The first project I'm going to add to this tier on this video today is actually going to be a surprise. This is the Sky Token. Now, it's got a couple of things going against it. As far as this used to be MakerDAO, but they rebranded to Sky.
But I actually feel like we got a good value opportunity here. So Sky is going right next to Stellar. So I'm putting Sky right next to Stellar as far as opportunity zone. Now, if you look up Sky on CoinMarketCap, it doesn't give you the full picture of price appreciation or how down it is from previous all time highs. But what I do want to show you is the actual metrics behind this token on DeFi Llama. The TVL has stayed rock solid. The price is riding at equilibrium with TVL and the fees have stayed quite strong through this bear market. And this is an interesting project to me because it makes two times its market cap to revenue metric. Aave is trading at 18 times that same ratio. In my opinion, might be a little bit overvalued. And Sky is making $800 million a year. This is the best fundamental signal for me to look at a token that is sitting here, writhing along the rest of the crypto projects in a bear market. It's coming right to the bottom of what could be looked at as a trend line, actually, of higher lows that have been developed since November 25
With room to fall and still be in line with this trend line, I don't think I'm missing out by too much. If we decide to hold this level at $0.5 on the Sky token, we're not really missing out if we have to wait for $0.4 to come. I like this token in general and I have a very good inside scoop. Maybe you would want to call him a quant. Not going to dock somebody. He's given me some really good insights about the project to come. I don't hold any of it currently, but it is absolutely going on my target list. Now, another project that everyone knows I like, I've been watching it very closely to see if anything else has come to replace it as far as being a pillar for the base ecosystem, and that is Aerodrome. You're looking at this price from the outside, looking in, it looks like trash. It looks scary, right? But I have only wanted to buy Aerodrome at the lows. This project made me a lot of money in the last bear market. This project made me a lot of money in the last bull market, and I did buy it right as the bull market started to kick off. Sitting here at 33 cents, it's defending its accumulation floor that was found around 30 cents pretty well, and this was a flush out point that was found out in April of 2025, when we figured the bull market was ending early. Aerodrome is making up over 50% of the decentralized exchange volume on base as it sits right now. It is still a pillar of that ecosystem. They're doing over a billion dollars index volume on the high days, and that's in a bear market. That's a good, good signal for me. So I'm actually thinking that aerodrome is going to be pretty high. It might make it to the S tier list, but for now, it's on the A tiers. And there's an S tier that's actually questionable. I want to see some value put back into the token holders from Chainlink. I'm going to be watching that in a pretty big way, because Chainlink is something I've believed in for a very long time, but the lower high is over and over again. You make yourself start to question if the value is ever actually going to come to token holders on this one. Now, this is going to be a shot against Avalanche. I have held and made a lot of money of Avalanche in bull markets of past, but as things sit right now, the structural integrity of this chart looks like trash. You're at $6.67 a token. You've lost a key support floor at about $10.