Ivan on Tech shares his Bitcoin and Altcoin outlook from a private jet
Ivan on Tech gives his current views on Bitcoin and selected Altcoins, arguing the bull market is imminent but not yet confirmed.
Summary
Ivan on Tech presents his current read on the crypto market from a private jet, joined by Dimma and Charlie. He argues that Bitcoin has not yet flipped to a bull trend but is on the brink of doing so. He contends that once Bitcoin breaks above $80K, a rapid move to $100K and then to all-time highs is likely due to sidelined investors piling back in. He identifies a small number of Altcoins he considers worth holding now — specifically Solana, Hyperliquid, pump.fun, and Zcash — all of which he says are already in confirmed bull trends. He also flags ETH and BNB as coins he plans to go 'super heavy' on once Bitcoin itself confirms a bull trend, while warning against buying anything else that has not yet proven a bull trend on the chart.
Key Takeaways
FULL TRANSCRIPT
Bitcoin's current position and the case for a bull trend breakout
Ivan on Tech: Let's speak about the crypto market. We're here very high in the sky, as you can see. We also have Dimma and Charlie here — you guys have been asking about Dimma and Charlie, they're right here with us.
We have to discuss something very important, and that's that the crypto market is turning around. We have a bit of a dip now. Many people freak out because of the dip, but it's totally normal because Bitcoin has not yet flipped bullish. You have some Altcoins like Solana, ETH, BNB, Hyperliquid, and Zcash being bullish, but Bitcoin still is not really bullish itself. So it's very important to realize that we're on the brink of the bull market. We haven't gone there yet — we're on the brink. So this pullback, don't really worry too much about it.
We are not heavy all-in anyway until Bitcoin goes bull trend. It still has not done that, and we just accumulate here within the buy zone while we're still in a bear trend in Bitcoin. We still accumulate. Once Bitcoin goes bullish, we go super heavy — super heavy Bitcoin, super heavy Altcoins: Solana, ETH, BNB, all of that — because that's the biggest opportunity ahead of us. Now, always when we make any decisions: stop-loss, risk management, yada yada. If you watch this channel, you know.
The case for a rapid move to $100K and all-time highs
Bitcoin itself, once it goes bull trend, a teleport to $100K is very likely — extremely likely — because most people now are sidelined. For them, Bitcoin is a lost chapter. They don't care about Bitcoin now. And so once we actually start moving above $80K, which is a round number, a psychologically round number, you're going to have people FOMOing very quickly. A lot of money is on the sidelines, and from $80K to $100K the distance is very small. We literally had a $10K week just two weeks ago. This can easily teleport quite fast from $80K to $100K.
Then from $100K, that's another psychological number, and from there the all-time high is very close. So it may not feel like we're close to the all-time high, but if you just think about it — bull trend, FOMO from the sideliners, $100K, even more FOMO, mainstream media, yada yada — we're at the all-time high quite fast.
Altcoin strategy: only touch confirmed bull trends
In terms of Altcoins, our stance is we only touch the bullish Altcoins. There are just a few now. Don't touch the Altcoins that are super cheap in a bear trend. We don't touch them. There are a few I want to focus on.
Solana: bull trend with a stealth halving
For example, you have Solana now bullish, approximately at $100 — $104, $105 somewhere there. We actually don't have Wi-Fi up here, so I don't know the exact price. Somewhere around $100 to $105.
The next step, now that we are in a bull trend, is that we go and recapture the all-time high at $300. This is also going to be quite fast if you think about where we've been in the bear market. For Solana to go from $100 to $300, I think it's going to be quite fast. Why? Because at the end of the day, Solana is better than ever. The inflation situation is in place — there's less inflation. Look at what happened to Bitcoin after each halving. Solana has basically had a halving. Now, many people don't speak about it because it was an on-chain vote. It wasn't like a Bitcoin halving that was according to schedule — it was just a vote that the community did. And now inflation is going to be cut a lot. So that's very important.
Hyperliquid: the on-chain leverage trading platform
Going further, you have Hyperliquid, now at around $80–$85. Hyperliquid will also look at a $150 target and a $200 target quite fast. Why? Because it is basically the app for trading stocks in crypto, going leverage trading crypto with leverage on-chain, and so on and so forth. We call it the casino for boomers. In crypto we have two casinos — the casino for boomers, that's Hyperliquid. So there you have $80–$85 now. The next big psychological resistance is going to be $100, a big round number, and from there you can easily have $150 quite fast.
Pump.fun: the Gen Z casino
The second casino is for the Gen Z's. So Hyperliquid is the boomer casino, and the Gen Z casino is pump.fun. Look at the pump.fun coin — fantastic bull trend. We love the pump.fun coin. Now it's in a bull trend. We love it. Hyperliquid, we love it. Pump.fun, we love it. Solana, we love it. Now it's bull trend.
Zcash: privacy as the HTTPS of crypto
Then in terms of privacy, Zcash is in a bull trend — a new bull trend. Going to go to $1,000 for Zcash. Keep in mind: $1,000. You heard it here first. We're going to be there very fast because it's a new bull trend. Zcash went into a new bull trend. Everyone loves Zcash. They love the privacy. Bitcoin has no privacy — it's like HTTP. Zcash has privacy. You can think of it as HTTPS. It's such a simple story. The whole world understands it. The big money is already in Bitcoin. They need to find some new home. And this story — Bitcoin being HTTP, Zcash being HTTPS — it's such a nice story. It has legs, and now it's also in a new bull trend.
Ethereum: bull trend but range-bound, with a surprise scenario
Next, let's speak about ETH. People ask: Ivan, are you bearish ETH? Are you bullish ETH? As you know, ETH right now is in a bull trend — it is bullish on the chart. But with ETH, I think it's going to be a bit of a slower horse, because it's in a massive range from 2021 or so. It's basically between the high $4Ks — like $4.7K, $4.8K — back to around $1K, then back to $4K, back to $1K, back to $4K. So as long as we are in this range, the upside for ETH is around there. We're basically going back to $4K–$5K.
But I have a surprise ETH scenario for you. Should ETH break out of the range — oh, it is going to be crazy. Should we go above $5K and go into price discovery, you may easily see $10K, maybe even $15K for ETH quite fast. We just have to escape the range. ETH right now has the curse of the range, and we still haven't escaped it.
By the way, even this high up we have black coffee — no milk, no sugar. Let me test it. Fantastic. Fantastic.
Final guidance: discipline, trend confirmation, and patience
Very important: don't touch other coins yet. Everything else is not in a bull trend. In this video I've discussed the most important coins that are in a bull trend. Everything else is not in a bull trend yet. There will be a time to buy other coins. There will be a time. There is a time and place for everything — a time and place to be bullish, a time and place to be bearish. Now it is the time and place to be bullish on the assets we discussed, because they're in a bull trend.
Most other things are not in a bull trend. They're in a bear trend. Meaning they may not even recover in the bull market — we just don't know. They have to prove to us first that they're in a bull trend. We don't act otherwise. We need proof first. Then we put the money in. Then we see if it continues or not. But we need proof first. So don't touch anything else yet.