🤑 ETH Isn’t Dead — It’s Just Waiting for the Fed
PLUS: Altcoins just hit their first Golden Cross in 4 years
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In today's newsletter:
💡 ETH Isn’t Dead — It’s Just Waiting for the Fed
📣 Coinbase to Enter S&P 500 on May 19
📈 Altcoins just hit their first Golden Cross in 4 years
Let’s dive in!
💡 Insight
ETH Isn’t Dead — It’s Just Waiting for the Fed
Hey everyone,
I’m Luca — crypto investor and writer of Altcoin Investing Picks.
I just rebalanced my portfolio and wanted to walk you through one of the key decisions I made: why I’m still holding Ethereum, and why I think the altcoin cycle hasn’t even started yet.
Let’s break it down.
🚨 Is It Time to Give Up on ETH?
Short answer: absolutely not.
Yes, it’s lagged. Yes, it’s underperformed Solana and some meme coins this year. But the thesis for ETH remains strong. This isn’t blind faith — it’s based on fundamentals that are still intact.
Here's what I’m seeing:
ETH is holding strong around $2,500, up significantly from 2022 lows
ETH/BTC just bounced off a multi-year support zone — historically the level where altcoin cycles begin (it jumped more than 20%, its largest gain since 2021, after the Pectra upgrade restores confidence).
This bounce tends to align with global liquidity reversals, which matter more than headlines or hype
🧠 The Case for ETH
Only two onchain ecosystems really matter today:
Ethereum (EVM)
Solana (SVM)
Solana is faster, yes — but Ethereum powers the majority of Real World Assets (RWAs), stablecoins, and onchain infrastructure used by institutions.
It’s also the only altcoin with an approved spot ETF — a huge credibility signal.
Here’s why ETH still deserves a place in any long-term portfolio:
✅ Decentralized
✅ Scarce
✅ Legally recognized as a commodity
✅ Trusted by institutions (RWAs, stablecoins, ETFs)
🎯 ETH Targets
Based on past cycles and ETH/BTC ratios:
$5K ETH if BTC hits $150K and ETH/BTC goes to 0.03
$10K ETH if BTC hits $200K and ETH/BTC goes to 0.05
$12K ETH if BTC hits $250K or ETH/BTC reaches 0.06
These are not moonshot targets — they’re just consistent with what we’ve seen in past cycles.
ETH is now 20% of my portfolio.
It’s not the flashiest. But it’s the most structurally sound bet in altcoin investing.
📣 Update
Coinbase to Enter S&P 500 on May 19
The company is set to join the broad-market stock index on May 19 replacing Discover Financial.
The inclusion news caused Coinbase (COIN) shares to surge over 8% in post-market trading.
Coinbase’s market cap is nearly $53 billion, and it currently trades on the Nasdaq exchange.
📈 Signal
Altcoins just hit their first Golden Cross in 4 years
Last time this happened, the market pumped 150x.
Are you buying altcoins?
Take action 🚀
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