VirtualBacon

VirtualBacon

Daily crypto market analysis and Bitcoin insights. VirtualBacon breaks down macro trends, on-chain signals, regulatory shifts, and key price levels so you can navigate bull and bear markets with clarity. New episodes every weekday.

  1. 16 ABR

    When is the Best Time to Buy Altcoins Again?

    I lay out the two exact signals you need to watch before buying altcoins again. Signal one: Bitcoin must confirm a bull run above the 50-week SMA at 94K, with the 20-week SMA crossing above it. Until that happens, the only altcoin play is trading one to three months at a time during confirmed Bitcoin uptrends. Signal two: the Fed must confirm a long-term QE program, and that cannot happen until at least Q3 when new chair Kevin Warsh has time to present his framework after the current high-inflation stretch. The next two core PCE prints on April 30 and May 28 will come in hot because March and April were full months of war-driven $100 oil. I cover why both signals need to align simultaneously, why the probability of a holdable altcoin cycle is still below 50%, and what the realistic timeline looks like for trading alts versus holding them as investments. Chapters: (00:00) Intro: When Is the Best Time to Buy Altcoins Again? (00:26) Two Separate Questions: Trading Alts vs Holding Alts (02:29) Signal 1: Bitcoin Bull Run (50-Week SMA at 94K) (04:24) Altcoin Trading in 2024 and 2025: What Actually Worked (08:27) Why You Only Trade Alts During Confirmed Bitcoin Uptrends (14:53) Signal 2: Global Liquidity and Fed QE (20:40) Fed QE Program: Current State and Why It Is Slowing Down (26:42) Next Two Core PCE Prints Will Be Bad (April 30, May 28) (29:12) Kevin Warsh Takes Over May 15, Jackson Hole in August (33:30) Probability Assessment: Both Signals Need to Align (38:04) Summary: Trading Timeline vs Holding Timeline

    41 min

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Daily crypto market analysis and Bitcoin insights. VirtualBacon breaks down macro trends, on-chain signals, regulatory shifts, and key price levels so you can navigate bull and bear markets with clarity. New episodes every weekday.