Coach Tom Frederick
CoachForum Replies Created
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Here’s some crypto alpha for the day. “More like prudence in crypto trading”…
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Bitcoin Technical Analysis + Crypto Market Update:
Bitcoin’s recent move—an $8,000 drop and a swift rebound—triggered a massive liquidation
event, the largest we’ve seen since 2021. We witnessed a “Darth Maul” candle: a rapid price
swing both up and down that liquidated countless longs and shorts. Typically, when Bitcoin
shakes the tree like this, altcoins suffer a more dramatic fall. However, that was not the case this
time. Rather, alts maintained their strength and then experienced a surge during the rebound,
suggesting a shift in the overall market narrative. This resilience sends a powerful signal:
traders and investors are looking beyond Bitcoin. Although leverage remains risky in this
heightened volatility, the fact that alts barely flinched as Bitcoin stumbled is a monumental
indicator that we’re truly stepping into a new cycle phase focused on altcoins.
Let’s Discuss Alt Season:
Alt season doesn’t just flick on like a switch; it takes time, and early confirmation comes through
price action during market turbulence. We recently witnessed the performance of alts under
pressure, and they successfully navigated through it. Historically, once alt season sets in, it can
last for weeks or even months. Most importantly, the biggest gains typically happen later in the
cycle, when momentum reaches its peak. With retail interest soaring—search volumes and
excitement around major coins like XRP, ALGO, and HBAR are spiking—this is the perfect time
to position yourself well. But simplicity is key. Focusing on accessible, large-cap altcoins listed
across major exchanges is an obvious strategy for capturing significant upside with less
complexity and risk.
You Can’t Go Wrong With These Altcoins [MAJOR ALPHA]:
I compiled a comprehensive list of altcoins featured on the world’s leading centralized
exchanges, Binance, Upbit, Coinbase, and Robinhood, to identify these easy-to-invest in plays.
The idea is that retail traders will gravitate to coins they can buy easily, without needing to
navigate complex bridging or DEX swaps. From that refined pool of around 91 altcoins, a
handful stand out: APTOS, DOGE, LINK, NEAR, ONDO, PEPE, SEI, SOLANA, STX, and XRP.
These names successfully combine strong fundamentals, high accessibility, and proven interest.
Many are familiar from 2021’s bull run, and they’re still around, evolving with the market. These
coins can deliver substantial returns—5x to 10x—from current levels, offering you exposure to
the upside of alt season without gambling on risky, obscure projects.
Opportunity Within The Base Ecosystem:
Beyond large-caps, the Base ecosystem represents a new frontier. Fresh inflows, active
communities, and intuitive themes like gaming and DeFi are taking hold. CHAMPS, backed by
Coinbase and Animocha, remains small and poised for significant growth.
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Hey ARF Family, I stumbled across a new (old) defi portfolio tracker with some cool features that you may like. Watch this short video to learn more…
[it’s not CryptoBubbles…that;s just the starting point]
https://www.loom.com/share/4f84ffc7738a4d729d112427150193ad?sid=c47c1956-abeb-4752-b521-0d15c2e92e04
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AERO moving nicely again, now at 1.85 after hitting a high of almost 2 earlier yesterday. Consider slowly scaling out above $2, maybe every 10% up or until it loses momentum.
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TAO finally broke above local highs and I expect it to surpass $1000 in the not so distant future, they are still the strongest AI-ecosystem and have major developments coming up including EVM smart contracts, Dynamic Tao subnet tokens and multiple funding initiatives from big names like Barry Silbert (Grayscale Ceo) and others.
If TAO breaks all-time highs soon I expect subnet tokens to also perform well as beta plays…
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CPOOL, up 2x from when I grabbed a bag a few weeks back. It’s YTD high at 0.4 today. I don’t have a strong opinion on short-term PA from here but bullish on it going higher over the next couple months leading up to the Ozean mainnet launch.
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Added EDGE to my AI/DePIN portfolio.
Given the mix of a) low valuation ($17m market cap) vs tech (they actually launched the EDGE token in 2018 and have technically been building since 2013!).
Compared to competitors like AKT ($1.1b FDV) and RNDR ($5b FDV), I think it’s undervalued. Classic case of great fundamentals, but a lack of public awareness (until now).
Some more details (from my research notes):
$EDGE TLDR:
What is Edge Network?
→ Think of Edge as Web3’s version of AWS, Google Cloud, or Azure—but entirely decentralized.
→ It’s already generating $1.3M ARR with a ridiculously low $10M FDV.
→The company provides more than 12 products in its stack, such as virtual machines, content delivery network (CDN), DNS, dVPN, and GPU rentals..
Why Now?
→ AI is the foundation of the 4th Industrial Revolution. Goldman Sachs estimates cloud revenues will hit $2T by 2030, fueled by AI adoption.
→ Edge is perfectly positioned to meet the demand for faster, greener, and cheaper infrastructure.
→Enterprises are prioritizing ESG-compliant, AI-first infrastructure, and Edge’s 50% greener platform makes it an obvious choice..
Key Features
→ Fortune 500 Clients: Edge has been adopted by Monocle, Bauer Media, and previously Virgin.
→ Full Stack Offering: Unlike Akash, Render, or Filecoin (which are niche players), Edge delivers a complete decentralized stack.
→ Proven Revenue: Unlike many speculative projects, Edge’s products are live and generating real revenue.
Tokenomics → Low inflation (1.3% per year) + deflationary mechanisms (buybacks + burns).
→ Nearly all tokens in circulation (77%), ensuring no dilution risk.
→ The Edge ecosystem settles every transaction in $EDGE, resulting in constant buy-side pressure.
Note: This is a low/mid-cap play, so it falls into my 20% riskier holdings bucket. With a $25M FDV, it’s criminally undervalued compared to competitors like Akash and Render, which have reached multi-billion-dollar valuations. I have been personally advising the team on marketing strategy.
Note: If you want to buy, scale in slowly and watch for slippage as it’s only on DEX right now and liquidity isn’t amazing.
Link to Edge Coingecko: https://www.coingecko.com/en/coins/edge
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Scam. Ignore.
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GM ARC family! I want to talk about portfolio building today. This discussion was brought up in a recent office hours.
The first thing to get right is “keep it simple”. Over diluting can lead to a portfolio that is too hard to manage. Research and identify 10 -15 tokens that will make up your core portfolio. To do that you’ll want to identify narratives that you believe have the most potential. DePIN, RWA, Gaming, Memes… What are your bluechips, midcaps, and low cap plays?
Finally, consider your allocations. How much to hold in each category. Are you a conservative investor who keeps 75% in bluechips, or a risky “degen” who holds more than 10% in lowcap, risky plays?
The Galaxy course goes through all this at a very high level. Coming to ARC classes allows you to understand more deeply.
For a great overview of the kind of thinking I am talking about, here is a recent video from one of my sources.
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Here is a good article to start understanding narratives:
https://www.coingecko.com/learn/crypto-narratives
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One thing that savvy investors do is keep up with DeFi news and watch what large asset holders are doing. The latter is often called “Whale Watching.” It looks like there are some tremors in the DeFi ecosystem in advance of Unichain (the new blockchain that will be formed by Uniswap, one of the largest DEXs in the crypto space). As this blockchain launches, significant fees will shift from Ethereum to Unichain. This could benefit holders of the UNI token.
https://nulltx.com/whale-accumulates-defi-tokens-amid-uniswaps-upcoming-launch-of-unichain/
nulltx.com
Whale Accumulates DeFi Tokens Amid Uniswap's Upcoming Launch Of Unichain - NullTX
A major crypto whale has been making significant moves in the DeFi space, accumulating various tokens.
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It was a long time ago. I don’t recall. I remember bridging over. I know I used Stargazer wallet. I may have bought it on MECX???
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Wow! Look at the gains on these tokens in 24hrs… and one week. Amazing!
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I just posted on the newsfeed…I like these:
AI| TAO, FET, NEAR, RSS3/PAAL?
DEPIN| RNDR, ATH, DOT
Defi| AERO, LINK, JUP, ZRO, WELL
Meme| WIF, PEPE, BRETT, FOXY
Layer1| SOL, SUI, KAS, INJ
Layer2| AVAX, OP
RWA| CPOOL, GFI, CHEX
Of course, all these are a means to an end. Buy them, take profits, roll into BTC and long term investments. Crypto is like the game of musical chairs. You don’t want to be caught HODLing when the music starts. The music may have started last week.
NFA | DYOR
