---
title: 'I''m Trading Through The Chaos: Altcoin Picks Revealed'
source: 'https://youtube.com/watch?v=jfp4G9BTvck'
video_id: 'jfp4G9BTvck'
date: 2026-08-01
duration_sec: 1620
---

# I'm Trading Through The Chaos: Altcoin Picks Revealed

> Source: [I'm Trading Through The Chaos: Altcoin Picks Revealed](https://youtube.com/watch?v=jfp4G9BTvck)

## Summary

In this live stream, a crypto trader navigates a sudden market downturn as Bitcoin drops 11% on the week and Ethereum slips below $2,000. He analyzes altcoin opportunities, discusses MicroStrategy's financial pressures, and shares specific trade setups while promoting prediction market apps and airdrop farming.

### Key Points

- **Market Heading Lower** [00:16] — Bitcoin is down 11% over the 7-day period and Ethereum fell back under $2,000, with markets returning to the downside.
- **Saylor Selling Bitcoin Stirs Fear** [03:02] — Michael Saylor is selling Bitcoin, and many traders are uncertain about where the market goes over the next few months, with lower liquidity throughout summer likely creating a lull.
- **MicroStrategy Faces Dividend Crunch** [03:35] — MicroStrategy has $900 million cash against $1.7 billion annual dividend obligations from the 11% STRC preferred stock, creating a potential blow-up risk within three months.
- **Saylor Must Sell or Raise Capital** [04:15] — To cover obligations, Saylor must either continue selling Bitcoin or raise more money, though it's unclear who is still willing to fund him.
- **Hyperliquid Shows Relative Strength** [06:58] — Hyperliquid is only down 3% in 24 hours while the market collapses, and with its metrics still growing, holding above $68 could lead to a quick rip to $75.
- **Lab Token Is a Crime Pump** [07:52] — Lab pumped from $4 to a $24 billion market cap in three days, but the move is based on locked liquidity with no on-chain exit, setting up an eventual short.
- **MegaETH Is the Top Short** [09:37] — MegaETH is called the most shortable coin in crypto; the streamer is short from $0.65 with a liquidation at $0.73, expecting continued downside.
- **Three Active Trade Plans** [10:47] — The trade list includes: short MegaETH, long Hyperliquid if Bitcoin bounces at $60–65k, and monitor Lab for a short when momentum dies.
- **Same Tokens Always Get Liquidity** [12:26] — Every pump, the same five or six tokens — Bitcoin, Hyperliquid, Zcash, Venice, Near Protocol, TA — receive the most liquidity, making dips in these cycle leaders good opportunities.
- **Zcash Near-Term Spot Opportunity** [13:50] — Zcash was at $680–700 days ago and is now near $580, offering a potential spot entry for portfolio additions.
- **Polymarket and Share Airdrop Alpha** [17:16] — Both Polymarket and Share are expected to launch airdrops; Polymarket's token is valued at $15 billion with a projected 10% allocation, potentially matching Hyperliquid's airdrop scale.
- **Stanley Cup Over 4.5 Goals Pick** [20:48] — At 75% probability, taking over 4.5 goals in the Stanley Cup Final gives a 33% ROI — a $50 investment returns $67; the Golden Knights' goalie is seen as the weakness.

### Conclusion

The streamer remains opportunistic, favoring strong cycle leaders like Hyperliquid while shorting weak tokens like MegaETH and watching Lab for a collapse. He also highlights prediction markets and airdrop farming on Share and Polymarket as alternative upside.

## Transcript

After showing a ton of resilience, Bitcoin is  down 11% now over the 7-day time period. Markets   are heading back to the downside. Ethereum  is back under $2,000. In this live stream,  
we are going to go over and answer all  your questions in the chat around altcoins,   the market, prediction markets, crypto, and  everything like that. But what the heck is   happening to the crypto markets? What is at  stake for MicroStrategy and Michael Saylor?  
Could that cascade into lower price action  as well? We are going to talk about that and   more in this stream. So, without further ado,  let us go ahead and jump right into the video.
down below and subscribe to the channel for more.  Every single day here, Monday through Friday,   we have you covered across crypto, prediction  markets, and more. And of course, on Twitter,  
hit the little heart button. If you are on Twitch  or Kick, thank you for being here as well. We are   live multi-platform multiple times a week, as well  as posting videos on YouTube. Of course, a big   shout out to our sponsors as well. If you are over  on YouTube, you can hit the link down below in the  
description to check out Omen X. Now, this is a  really cool platform. Let me just share my screen   here. Omen X is a leveraged prediction market.  Now, this has not been done properly in the space  
to this point. We see stuff like Hyperliquid doing  the prediction market side, but I absolutely love   what Omen is doing here. First and foremost, they  are just rewarding traders for trading on their   platform with a $6,000 weekly pool. But you can  come in here and see FIFA World Cup winner. You  
can dive in and you can actually trade on leverage  who you think is going to win the FIFA World Cup,   whether you think Spain, France, or Brazil.  So, this is a really cool platform and we  
will definitely be incorporating this into our  prediction market trading moving forward. So,   excited to be working with them and if you want  to check it out on YouTube, Omen X's link is down   below in the description. Fred Taylor, what  is going on in the chat? Good to see you all  
as always. Let us go ahead and dive into it. And  you know, like I said, if you are just joining the   stream, I will absolutely answer questions,  go over any altcoins, look at any charts,   or anything like that that you guys want me to  take a look at. At the back end of the show,  
we are going to jump into prediction markets as  well. Let us just jump in quickly. Look at the   market. We see Bitcoin is down 11% on the weekly  time frame, which is just absolutely crazy because  
it looked like last week and the week before that  we were kind of out of the weeds. We may have been   looking into the future and seeing maybe a little  bit of good price action, but the summertime is   opening up with some very negative price action.  And I mean, I think it is quite obvious because  
Michael Saylor is selling Bitcoin. A lot of  people are becoming fearful. A lot of people   are uncertain as to where the market is going  to go over the next couple of months. Obviously,   liquidity is lower, volume is lower throughout  these summer months. So, we might see a little bit  
of a lull in the crypto market over the course of  this summer. And if we do, I think it is going to   open up a lot of good altcoin opportunities across  the market. I think that there are going to be so   many good entry points across different alts. So,  we are going to jump into that in this video, but  
first of all, we need to talk about Michael Saylor  and MicroStrategy. I think the one thing that we   should be really worried about with this is we can  see here $900 million cash and $1.7 billion annual  
dividend obligations. So, this is coming from  the STRC stock, the 11% preferred stock that they   issued. This is a problem and we are looking at  potentially something that could blow up in their  
face and Mando thinks that this could probably  blow up in the next three months. This is pretty   dangerous, like the dividend to cash ratio. He is  going to have to continue to either sell Bitcoin  
or he is going to have to go out there and raise  more money. But at this point, I do not know who   is going to keep giving Michael Saylor money.  He has had this infinite fundraising platform   basically in the past. But where is he going  to keep raising money? Taking notes. Exactly.  
He always said he would never sell Bitcoin. And  yes, he only sold like what was it? 72 Bitcoin   or something like that. But he is going to have  to start covering these obligations one way or  
another or else this house of cards, so to speak,  is going to collapse. Now, is this a quote-unquote   Ponzi scheme? I do not know. I wouldn't consider  it that. I mean, it is completely regulated,  
listed on the stock market, everything like that.  But it is really hard for me to think that this   could hold up after all of this. We will see what  happens. But just looking at the situation, I  
think Saylor is going to really have to pull some  magic to get out of this situation. And this is   not even FUD. This is straight up. This is their  reserve 900 million versus their dividends which  
is at 1.7 billion. So, they are going to have to  come up with something. Michael Saylor has always   been able to seemingly get out of these tricky  situations. We will see if he can do it. Yeah,  
Michael Saylor dumped on us. Good to see you back  on stream. Yeah, I mean it is long time awaited.   We needed to touch up a few things and move  platforms and all that stuff, but we have got it   taken care of now and we will be live two to three  times a week, every single week at minimum. Any  
opinion on Opal DEX? I cannot say I know too much  about it. If you want, I can take a look at it,   but we will do that later in the stream as  we kind of roll through some of the content.  
Saylor versus Taylor. Now, I know man, my Bitcoin  bags, Michael Saylor needs to really come through   and not continue to dump on us. But let us look at  the altcoin market. And also, guys, if you aren't   farming Variational, I think this is a really  good play for a potential airdrop. Variational,  
we have a link down below on YouTube as well. This  is going to be going live in the next few months.   They have a point system. Points go out every  single week. I have been trading here. It is where   I am pretty much exclusively putting volume. So,  if you want to sign up for Variational, you can  
do that down below in the description. But let us  take a look at some of the altcoins in the market.   We will look at some charts and maybe some trade  setups that I am taking. Number one, the elephant   in the room is Hyperliquid. Hyperliquid just  continues to be on a tear. And even over the 24  
hours, it is only down 3%. Meanwhile, the market  is just absolutely collapsing. It is interesting   to see the strength. And if we were to just look  at the metrics on Hype, the metrics aren't slowing  
down. So, we see the growth on Hyperliquid versus  the chart; it lines up pretty much identically.   I wouldn't be surprised that if the market even  recovers in the slightest and if Hyperliquid holds   above like $68, this probably rips back up to the  upside to like $75 pretty quickly. So, I would be  
watching Bitcoin, but this could be a really good  long opportunity on something like Hyperliquid   if this market dip is a little bit shorter lived.  But obviously, if the market dips down to 60k or  
below, then I think we are probably in trouble on  a lot of altcoins. There is not a lot that I would   be looking to long right now. One thing that is  going on in the market is this crime. We see this  
crime on Lab. Lab is—I am going to be completely  honest—Lab is like a regular old trading bot that   has pumped their coin to $24 billion market cap  over the last three days. It has gone from $4 to  
$24. This is all based on locks. People cannot  sell. There is no liquidity on chain. But people   have longed this and made so much money. It is  eventually going to set up for a short scenario,  
which I will be looking at taking a short on this.  But right now, it is really dangerous. I mean,   this thing has literally gained five billion  in market cap today. This has become bigger   than the diluted market cap—the diluted market  cap is bigger than the circulating market cap  
on Hyperliquid. So, there is a lot of crime going  on with this coin. It is kind of like recently we   saw that Rave Dow coin go to—I forget what it was.  It went to—it pumped like 20x in like a week and  
now it is literally back under a dollar. This  coin right here is going to do the exact same   thing. So, just keep your eyes out for this and I  will probably point this out on my show whenever   this house of cards here collapses. But this is  one I am absolutely looking to short, but I am  
not going to get in the middle of this currently  because a lot of shorts are getting Rekt because   they are just simply market making this token to  the upside. So, that is another one I am looking   at here for a potential short. I would be looking  at a potential long on Hyperliquid if Bitcoin does  
pick back up just because it is showing strength.  The thing is still at $70 plus. And then last but   not least, a trade that I am in currently  and I have no plans to sell no matter what,  
would be the Mega ETH chart. This Mega ETH chart  is easily the most shortable coin in crypto. And   if you are looking to farm Variational, for  example, and you are looking to come in here,  
make a little profit on your trades obviously, but  also be able to jump in, get some points on your   airdrop and profit at the same time, I think this  is by far the best short in crypto. There has been  
no relief on this chart. If your liquidation price  is literally like above 6 cents or 6.5 cents,   I think you are pretty safe on this token. I have  been short since about this level here, like 65.  
Yeah, 65. I think my liquidation point is like 73.  So, I think Mega ETH is a great short and it is a   good one to be able to just get in with a decent  amount of size, hold it, you will get points for  
the Variational airdrop, and I think that this  thing is just going to keep dropping just like we   have seen with coins like Berachain, just like we  saw Monad whenever it launched. It was a fantastic   short. So, those are three trades I am actively  looking at. Number one, I am short Mega ETH.  
Number two, if Bitcoin can bounce here at this  60k, 65k level, then I would be looking to get   back into a Hyperliquid long. I am still holding  spot on all my top coins. You know, Hype, TA, VVV,  
etc. Those coins I haven't touched my spot bags. I  am not really too concerned about that long term.   But I would be looking to long Hype if Bitcoin  can bounce. And then last but not least,   I am just monitoring the Lab token because it is  getting market made and right now the market cap  
is literally bigger than Hyperliquid. That is not  going to last. This thing is going to absolutely   collapse like crazy and I will be ready to short  it whenever that momentum does die off. I wish   Triple V would go down so I can buy cheaper. Yeah,  it is crazy. Even Venice is holding up so nicely,  
which is great to see these AI coins. I think  the market is just staring us straight in the   face. And I have talked about this for a while  on the videos. By the way, you know, you guys   could be watching on Twitter or Twitch or Kick,  whatever the case is. On YouTube, we post videos  
every single day. So, we are live streaming today.  There is probably going to be a pre-recorded video   tomorrow. So, we do these types of things every  single day. We talk about the markets. We started   talking about VVV around $8.5, but then like here  I think was when the market corrected mid-month  
and people got so scared and then this thing just  ripped. And that happened with every single major   coin. The one thing that the market is doing this  cycle is every dip is such a good opportunity   because every time we pump, the same five coins  get the most liquidity every single time. Bitcoin,  
Hyperliquid, Zcash, Venice, Near Protocol,  TA—those handful of five, six tokens are the   ones that are getting the liquidity every single  time. So, the market is basically playing poker   against you, but you can see through the table and  see their cards every single time. The hype coins  
and the liquidity are literally going to the same  exact projects every single time that we bounce.   So, I think these dips are a good opportunity to  be able to load up on the narrative tokens this  
cycle. Dave, what is up, Hustle? What do you  think of TIG for AI? TIG is a good one. I have   been looking into it. I do not have any holdings  or anything like that myself, but I do think it is  
a great project and definitely one that if someone  was to tell me that they hold, I wouldn't say that   there is anything negative about that. Same thing  with like Tibber. Tibber is a really good one,  
kind of in that same narrative. I think Monero for  privacy is pretty decent and it pumps like crazy   sometimes. So, there are these fringe tokens that  aren't in my portfolio, but if I was to add a few,  
they could be on that list. So, that is kind  of what I think around those types of tokens.   But yeah, just looking at like VVV, looking at  stuff like TA at 235, you know, it is kind of   holding up pretty nicely. Near Protocol at 257,  it is only down 0.17% over the last 24 hours.  
Pretty impressive. So, these coins that are cycle  leaders, they are showing so much strength that   it is kind of hard to ignore. And these dips  on the ones that actually do give you dips,   like Zcash, for example. Zcash is actually up on  the 24 hours. But if you see, we were up at $700,  
$680 just a few days ago. So, this $580 level  could be a good opportunity for some spot buys if   anyone is looking to add to your portfolio. Let us  dive over into—and obviously if you guys have any  
more crypto questions in the chat, throw them in  there. Happy to go over any altcoins or protocols,   upcoming catalysts, tokens, etc. But let us jump  into prediction markets. This is where I have been  
spending a lot of my time, just between trading,  adding to my positions in the stock market,   in crypto, but also in prediction markets. This  has really been something that over the last like  
eight months I have been really heavy into.  I was trading pretty exclusively on Kalshi,   especially in our Discord. But let us just jump  into some of these markets. And I do want to shout  
out—I think there is great opportunity. A lot of  people also wonder like, "Oh, I can't use it on   mobile. It is only in certain jurisdictions."  Whatever the case is. We have a way for you to  
use probably the best social app in prediction  markets anywhere in the world on your phone. So,   we will talk about that here in just a second.  I do want to go over a few markets that are very   popular right now and that I might be looking  to take positions. Number one, NBA champion  
San Antonio Spurs, New York Knicks. First and  foremost, I think this goes six or seven games.   Don't give me no 6-7. I don't want to hear that.  But this might go six or seven games. And to me,  
the Knicks at 35 cents could be a good swing. If  they win game one, they probably go to like 50%   and you could probably sell for a quick scalp.  I genuinely think that the Spurs win the series,   but at 65% on a pretty evenly matched series,  I would probably trade this game to game kind  
of like we did with the Thunder series, which  we ended up coming out on top. We nailed the   Spurs almost on every single win, and then I laid  off a couple of the losses, so that worked out  
very well. So, NBA champion market, I might be  looking to swing trade the New York Knicks—not   take the Knicks and ride with it, but I think that  they will probably climb in percentage if they can  
grab game one or even just steal one of the games  in San Antonio. So, that is definitely something   that I am looking at. Currently, right now, we  have the Major going on in CS2. This is something  
I was taking. I am on BetBoom today. They came  through. Taylor, Share is good. I loved it. Yes,   it is. Let me actually pull up Share. I have it  on my iPad here and we will go ahead and actually   start using it because the alpha on this is anyone  who is watching this on YouTube, for example,  
down below we should have a Polymarket link and  a Share link, and I will make sure that both of   those are there currently. But the alpha on this  is Polymarket and Share are going to be doing an  
upcoming airdrop—both of them—and I think that  it is very crucial to get volume on both. So,   Share is the official trading app of Polymarket.  They are partnered with Polymarket exclusively,  
and it is basically like social media  combined with prediction market trading. So,   what you want to do: you want to hit the link  down below, sign up for Polymarket, make sure   you have your own account so you own the wallet.  It is linked to either your email or your MetaMask  
or your Rabby wallet, etc. Then from there, you  want to go download the Share app. So that way,   you are farming volume through your Polymarket  account that you own. So whenever the Poly token  
does come out, which is valued at $15 billion  currently—that is insane—they are probably   projected to give away 10% of that. So they might  be doing an airdrop comparable to Hyperliquid,   which could be absolutely madness for the crypto  space. And it is the type of win that a lot of  
people could use. So, sign up for Polymarket  down below and then also get involved with   Share. I am going to pull up my iPad screen here  and we are just going to scroll around on Share   because I do think genuinely this is the best  app if you are on mobile in the industry. So,  
let us just go ahead and make sure that this is  shared. There we go. All right. Let us just start   scrolling through here. So, I am using one of  my Polymarket accounts. I am doing a challenge.   I am trying to scale up from a small amount of  capital to a large account just to show people it  
is possible to trade with any amount of capital.  But as you can see here, I have been posting some   of my trades. You can see I saw a lot of smart  money taking this esports pick. I took that. You   can go over here. You can see your notifications  and people can interact with your theses. They can  
comment on your plays, kind of like Twitter. But  then you go over here to new transactions and any   wallets that you are following. You can actually  see all of their picks, all of their transactions.  
You can follow smart money. So, like this is a  wallet that I have been following for esports,   for example. This guy is very good at CS2. I  am not a good CS2 trader. So, for me, that is a  
good edge. I can follow someone who more follows  CS2. I am more of a—if I am doing esports, Call   of Duty is more of my forte. League of Legends,  I can trade, you know, I know what I am doing   there. But like Counter-Strike, I am not the best  prediction market trader. But someone like this,  
you know, he hit for $5,000 here on MIBR, $5,000  on Energy, $3,000 on M80. So, this is a trader   that I have been tailing on certain markets like  CS2, and that has been working out for me. There  
are other wallets here. If we were to go—let us  just go to my profile—the way that the navigation   is on this app is tremendous. You can actually  see all the different sports. You can see the MLB,  
Premier League, NHL. We have the Stanley Cup  Finals tonight, game one. We can click on that.   You can see all the different markets. And you can  use this from anywhere. So, I know a lot of people   have had trouble with using Polymarket on the go.  It is sometimes not US-friendly or whatever the  
case is. You can create your Polymarket account.  You can link your Polymarket to this app and you   can actually trade from anywhere, which is  fantastic. For me, I would actually really   be looking at over four and a half goals tonight  at 75%. That would give you a good solid return,  
about a 33% return on your investment. So,  let us just say for example, a $50 investment   would return you $67. So, you have a 33% ROI on  this. That is actually something I will be taking  
tonight. I think that number one, both teams can  put goals through. I think that the Golden Knights   goalie is probably going to be their weakness.  I think that both teams are well-rested. I think   they are going to be skating fast. I think we see  over four and a half goals in this game. So, that  
is something I am probably looking to take. And  you can just take it simply on the application.   I will put it in here just to show you guys. And  then it links to your Polymarket account on the   back end. So you are doing volume on the Share  app and then you are also doing volume on the  
Polymarket app. It is so smooth. Two birds, one  strategy. Absolutely. So, let us just say here $25   just to put a trade in, slide to buy. And then you  can see making prediction. Boom. Over four and a  
to say both teams will be fresh and skating quick.  See five goals or more in this matchup. All right.  
And then we will share. Boom. So that is now  shared to my timeline and people can interact with   it. They can tail it. You can copy trade people  directly. There is a copy trade button there at   the bottom right. So, for a lot of people that are  scared to get involved with prediction markets,  
maybe you feel like you do not have an edge, this  is the perfect application. And I wanted to put in   a pick just to show you guys. And we are going to  be using this app on stream a lot moving forward  
because I just think it is probably the smoothest  app, from UI to copy trading to finding edges to   finding sharp traders. It is a social media app  at the same time. I think it is just a really good   platform for us to be able to use. You can follow  these top traders. So, let us just go to some of  
my first people I followed, like Countryside. His  Polymarket account has made incredible amounts of   money. He has $2 million in his account currently.  He has been an absolute sharp whenever it comes to  
trading. This guy, Le Bradford Smith, same thing.  He has already made $30,000 this month. And right   now, he is on the Cleveland Guardians to upset  the Yankees tonight. He has the Spurs to win the  
finals. He has the Giants to upset the Brewers.  He has Philadelphia Phillies to win tonight. So,   you can actually get in here and follow these  sharp traders. It is a really cool platform. So,   definitely something that I am taking advantage  of. I am using it every single day. But most  
importantly, you can come in here and you can farm  this airdrop, which is just absolutely tremendous.   I think it is good value. And just to refresh, my  official pick for this stream is over four and a   half goals scored. I think that both teams are  fresh. I think both teams are going to be coming  
out swinging. I think that Vegas's goalie could  probably let up three or four by himself. And   also, I think Vegas could score three to—I think  it could be a high-scoring game. So, this is my   official pick for today. If you download Share  down below in the YouTube description, go follow  
me. I post all of my trades here. I give logic,  reasoning. You know, I cannot hide losses. You   can follow all of my predictions. And you know,  you can see on this account that I am trying to   scale up right now. My one position is Vegas and  Carolina over four and a half goals at 75%. So,  
that is what I am looking at for tonight. Look,  crypto markets are a little rough. The good thing   is we can look at it a couple different ways. We  can attack it from taking a couple of shorts on   extremely weak coins like Mega ETH. Like the Mega  ETH one, I am not looking to close that anytime  
soon. I think Mega ETH is simply just going to  continue to tank. Let me pull up Mega ETH 50x.   You can go up to 50x leverage on Variational on  this token. This chart is abysmal. This is not  
going to pick up anytime soon. This is something  I am going to be short for quite a while, but if   the market can bounce, I am definitely looking at  Hype for a long and then I am eventually looking   to short the absolute crap out of something like  Lab whenever it comes to them crime-pumping this.  
I think that that will absolutely come to a halt.  Throughout the week, I am going to drop a full   video on the Share app. I am also going to do a  video on Omen X because I think this is a crazy  
cool platform where you can leverage on prediction  markets. You can earn prizes just for coming in   here and trading. And we will be incorporating  this into our content moving forward because some   of these markets, like the NBA champion, that is  exactly what we were talking about on Polymarket.  
If we come over here and if I wanted to take New  York Knicks, I can actually leverage this a little   bit. Let us just say if you wanted to do a 3x on  leverage and then they go up to 50%, you actually  
can multiply that winning because of Omen X and  their leveraged prediction markets. So, I will   be doing a full dedicated tutorial on this coming  later this week. I will also have a tutorial for   Share. We will have more crypto content. So, just  excited to be doing this more live with you guys  
on YouTube, Twitch, Kick, etc. I see we have about  200 people across our different platforms here.   Let me see the details. Yeah, we have quite a bit  on YouTube. We have quite a bit on X, etc. So,  
we will be doing these much more often. Guys, if  you enjoy the content on YouTube, like the video,   subscribe to the channel as always on Twitter  as well. Just hit that little heart button. It   helps us out to get in front of more people just  like yourself. And we will see you on the next  
video tomorrow. As always, trade responsibly, my  friends, and of course, stay bullish, my friends.