Crypto Watchlist: Strong Holds And Sleeper Plays
From ETF buzz to AI takeover and CZ’s power moves... here’s our top coins to watch, trade, and stack more sats before the next leg up.
In partnership with
Hey there, Hodlers!
This one goes out to all our ex-Pro tier fam.
You showed us your commitment and you paid for alpha, so here it is.
After this issue, we sunset the Tuesday Trading report and are back to our regular Friday recap, alpha included for all.
Crypto’s Most Influential Event
This May 5-7 in 2026, Consensus will bring the largest crypto conference in the Americas to Miami’s electric epicenter of finance, technology, and culture.
Celebrated as ‘The Super Bowl of Blockchain’, Consensus Miami will gather 20,000 industry leaders, investors, and executives from across finance, Web3, and AI for three days of market-moving intel, meaningful connections, and accelerated business growth.
Ready to invest in what’s next? Consensus is your best bet to unlock the future, get deals done, and party with purpose. You can’t afford to miss it.
Let’s get real.
It’s a weird time out there. Half the market’s screaming “Top is in! Winter’s coming!” (that’s the 4-year cycle crowd), while the other half’s out here citing data and proclaiming an “Extended cycle!” is upon us.
To be clear, we’re firmly in the second camp. 🐂🔥
We think we’re setting up for the second leg of this bull run, but first a few speed bumps need smoothing out:
🤝 US - China trade drama - Trump and Xi need to hug it out and at least pretend everything’s fine again publicly.
🏛️ Government shutdown - has to end so the Fed can get back to doing what it does best: printing money.
💵 QE and rate cuts - once the cash starts flowing, liquidity will fuel the next melt-up.
📈 Crypto ETFs - once these start rolling out en masse, the headlines turn bullish again.
💰 Crypto market cap back above $4T - and when Bitcoin dominance slips under 56%, it’s altseason, baby.
Yeah, it’s a lot to ask for… but guess what?
It’s coming.
Right now, altcoins are in the gutter - the true degen trenches. But that’s exactly where opportunity hides. 👀
A few coins are holding strong while everything else bleeds out, and those are the ones we’ve got on our radar, but the window to get allocated is closing fast.
Let’s dive in… 👇
Uh oh, the rest of this post is locked 🔒
Upgrade to Pro to access the rest of this post
Already a paying subscriber? Sign In.
🚀 Why Go Pro? Here's What You Get:
- • 📈 Weekly Trade Ideas – What we’re buying, why, and when
- • 📊 Our Full Strategy – Macro signals, M2 trends, key levels
- • 🧠 Coin Deep Dives – Real analysis, not just hype
- • 💼 Portfolio Breakdowns – What we hold and what we’re eyeing
- • 📅 Event Plays – We trade the coin news, rumors and announcements
- • 🔮 Market Insights – Bitcoin, altcoins, sentiment shifts - all decoded