Unhosted Weekly #44 - August 11th

Unhosted Weekly #44 - August 11th Greed Mode: Markets Can’t Stop, Won’t Stop

🔥 Greed Mode: Markets Can’t Stop, Won’t Stop   

✨ Greetings from Bitcoin

🚀 Capital B just boosted its corporate Bitcoin stack to 2,201 BTC after scooping up 126 BTC for €12.4M 

🏔️ The average coin in the CoinMarketCap TOP-100 reached at a whopping $251 

(CMC100 Index) is a benchmark designed to measure the performance of the top 100 cryptocurrency projects by market capitalization

📊 Fear & Greed jumps from 56 → 62 this week — bulls getting bolder

🇺🇸 Under Trump, crypto’s set to keep climbing

👑 Crypto market cap smashes past $4T ATHBitcoin still king at 59% dominance

 

Altseason Math: Realistic Targets for ETH, Solana, ADA (and XRP) — plus a trade plan you can actually use

We’re entering the stage of the cycle where majors typically do their fastest work. Rather than throw moon numbers around, let’s back into realistic tops using two things you can actually sanity-check:

Total crypto market cap by cycle end (scenarios: $6T / $10T / $12T / $15T), andDominance each asset can plausibly command (based on prior peaks and today’s setup).

Then we’ll turn that into entries, rotations, and exits you can execute.

M2 to is rising, BTC follows. Keep your eyes on which levels M2 corrected, btc may do the same.

The 60-second method

Pick a total crypto market cap for this cycle’s top. Reasonable bands: $5T (pessimistic)  $10T (base), $12T (middle), $15T (stretch).Apply a dominance% for the asset (ETH, SOL, ADA, XRP).Divide that market cap by a realistic circulating supply to get price.

Notes on supply used below (rounded): ETH ~120M, SOL ~580M, ADA ~35–45B (circulating vs. total), XRP ~55–100B (circulating vs. full).

Scenario table (price ranges reflect supply assumptions)

Asset

Dominance

Base $10T total

Stretch $15T total

ETH

20–22%

$16.6k–$18.3k

$25k–$27.5k

SOL

4–5%

~$690–$860

~$1.03k–$1.29k

ADA

2.5–3.5%

~$5.6–$7.1

~$11.7–$15

XRP

6–7.5%

~$6–$11

~$11–$20

Why these dominance bands?

ETH peaked ~21–24% in prior cycles; 20–22% is conservative with a wall of TradFi now in the mix.SOL hit ~4% last cycle and has stronger product-market fit today → 4–5% is fair.ADA peaked ~4% last time; 2.5–3.5% assumes more competition but a functioning bid.XRP was double-digits in 2017; 6–7.5% assumes strength without repeating that mania.

Bottom line from the math: ETH: $16–25k is the high-probability band. / SOL: a $700–$1.3k print is achievable. / ADA: $6–$12 is realistic if dominance recovers even halfway. / XRP: $7–$20 depending on how much circulating supply is counted.

 

How to trade it

1) Entries & adds

Majors (ETH/SOL): Buy weekly breakouts above prior local highs or pullbacks to the 20-week EMA that hold for 2–3 daily closes.ADA/XRP: Treat as momentum swing: add only on strength (higher highs + higher lows on daily), not on falling knives.

2) Rotation triggers (BTC → majors → mid-caps)

Rotate gradually when these three light up together:

BTC starts ranging (lower volatility, tight weekly closes).ETH/BTC breaks out and holds (e.g., reclaiming trend levels like 0.06 with confirmation).TOTAL3 (alt mkt cap ex BTC & ETH) breaks its prior cycle high on weekly.

3) Risk & sizing

Keep ≥50% of your crypto stack in BTC while the money tide is still rising; push to 60–70% majors (ETH+SOL) only when ETH/BTC trend is clearly up.Cap any single alt at ≤10% of book until it’s in profit and trending.Use laddered stops under higher lows; move them up as structure builds.

4) Exits that don’t ruin your month

Ladder out into strength: pre-place 5–10 limit sells between your base and stretch targets.Trend fail = you’re out: a weekly close below the 20-week EMA after a parabolic run is usually your first “don’t argue” signal.If funding + perp premiums go berserk and retail euphoria returns (you’ll know), tighten stops and sell an extra 10–20% into that blow-off.

 

Timing the window (and what kills it)

What helps the trade

Rising global liquidity (M2 uptrend), BTC dominance stalling, ETH/BTC trending higher, and alt-mkt-cap blue-sky breakouts.

What invalidates

A decisive ETH/BTC rejection and new lows on that ratio,Failed capital raises / liquidity accidents in “treasury” plays that bleed into spot,Two consecutive months of falling broad liquidity (watch the slope, not the headlines).

 

Quick checklist before you click buy

Do I know my invalidations (levels where the idea is wrong)?Is this add on strength, not hope?Is my allocation still ≥50% BTC / heavy majors until rotation is confirmed?Have I placed laddered sells into my base & stretch targets?Did I clear old token approvals (revoke.cash) to avoid wallet risk?

 

Bottom Line:
The math says ETH $16–25K, SOL $700–1K, ADA $5–10, XRP ~$8 are all in play if we hit $10–15T mcap. But math ≠ timing — and tops rarely ring a bell.

Realistically we will hit 6 trillion by the end of 2026, the rest is up to institutional adoption.

Set your ranges, automate exits, and don’t let “just 5% more” turn into a full-cycle baghold.

 

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