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NEVER Abandon Your Plan In A Shaky Crypto Market [Here's Why]

0h 11m video Published Jun 4, 2026 Transcribed Aug 1, 2026 I IN THE MONEY
Intermediate 10 min read For: Crypto traders and investors looking for altcoin accumulation levels, market analysis, and short-term trade ideas.
AI Trust Score 58/100
⚠️ Average / Some Fluff

"The 'never abandon your plan' hook is thin; the video is mostly a market recap with sponsor reads and a short trade."

AI Summary

In this market recap, the host breaks down Bitcoin's 13% weekly drop, the MicroStrategy sell-off and its $10.8B unrealized loss, and Arthur Hayes's surprising exit from Hyperliquid and NEAR. He identifies five 'cycle leader' altcoins to accumulate and shares a short-term short thesis on MegaETH (ME).

[00:01]
Blood in the streets in crypto

Bitcoin is down 13% on the weekly charts, but the host frames this as a major opportunity to accumulate cycle leaders rather than a reason to panic.

[01:38]
Michael Saylor's Bitcoin sell triggers crash

News that Michael Saylor might sell Bitcoin caused the drop, and on the 31st he officially sold -- sending Bitcoin sharply lower.

[02:06]
MicroStrategy's $10.8B unrealized loss

MicroStrategy faces its biggest unrealized loss in history at $10.8 billion, down 17% on its Bitcoin position after six years of buying, while the S&P 500 is up 116% over the same period.

[02:31]
MicroStrategy sells 32 BTC at $77,000

After selling 32 Bitcoin at $77,000 per coin, MicroStrategy's position lost $11.8 billion in value and its stock is down 77% from its record high.

[03:26]
Risk of an unwind

If MicroStrategy goes under, Bitcoin could see deeper lows, but the host believes that would ultimately be healthier for Bitcoin's long-term trajectory.

[03:59]
Altcoin weekly losses

SOL is down 15%, Doge 10%, Chainlink 12%, and Avalanche and SUI are each down 15% on the week, presenting potential buy opportunities.

[05:34]
Arthur Hayes exits HYPE and NEAR

Hayes gave a $150 price prediction for Hyperliquid, but announced he exited his HYPE and NEAR positions, citing rising energy prices, upcoming AI mega IPOs, and a potential market peak before September.

[07:16]
The five cycle leaders

The host names Hyperliquid, Venice, Bittensor, Zcash, and Near Protocol as the only five coins getting all the liquidity, and says they are the only ones worth DCA'ing into.

[08:44]
Accumulation levels

Bittensor around $200 and Zcash around $500 (down from $700) are good positions, while HYPE and Venice may need to dip a bit more for average buyers to start DCA'ing.

[09:56]
MegaETH short thesis

ME has been in freefall: the token dropped more than 50% within weeks and 70% from highs, daily active users are low, and most activity is airdrop farmers dumping rewards. The host targets 4.5–4 cents.

Despite the scary headlines, the presenter sees the dip as a buying window for cycle leaders while warning that a MicroStrategy unwind could bring deeper lows. His core message: stay disciplined, DCA into the five coins with real liquidity, and avoid narratively-driven meme trades.

Mentioned in this Video

Study Flashcards (8)

What was MicroStrategy's unrealized loss at the time of the video?

easy Click to reveal answer

$10.8 billion, down 17% on its Bitcoin position.

02:06

By how much did the S&P 500 rise over the same period MicroStrategy held Bitcoin?

easy Click to reveal answer

It was up 116%.

02:18

How many Bitcoin did MicroStrategy sell and at what price?

easy Click to reveal answer

32 Bitcoin at $77,000 per coin.

02:31

Which two coins did Arthur Hayes exit, and what reasons did he cite?

medium Click to reveal answer

He exited Hyperliquid and NEAR, citing rising energy prices, upcoming AI mega IPOs, and expecting market highs to peak before September.

05:50

What price prediction did Arthur Hayes give for Hyperliquid?

easy Click to reveal answer

$150.

05:34

What are the five cycle leader coins mentioned in the video?

medium Click to reveal answer

Hyperliquid, Venice, Bittensor, Zcash, and Near Protocol.

08:13

What accumulation levels were suggested for Bittensor and Zcash?

medium Click to reveal answer

Around $200 for Bittensor and around $500 for Zcash (which was almost $700).

09:00

What is the short thesis on MegaETH (ME)?

hard Click to reveal answer

The token fell over 50% within weeks and 70% from highs, daily active users are low, most activity is airdrop farmers dumping rewards, and the ecosystem is full of copy DeFi apps.

09:56

💡 Key Takeaways

📊

MicroStrategy's $10.8B unrealized loss

It quantifies the severity of the Bitcoin bet going wrong and the potential systemic risk to the market.

02:06
💡

Unwinding threat to Bitcoin

The possibility that MicroStrategy could go under reframes the dip as a potential healthy reset for Bitcoin.

03:26
🔧

The five cycle leaders

A clear, actionable list of the coins the host believes hold real liquidity, offering a filter for DCA decisions.

07:16
🔧

ME short thesis

It outlines a repeatable short setup based on airdrop farmer dumping and low organic activity.

09:56

[00:01] There is blood in the streets this week in crypto.  Bitcoin is down 13% on the charts. But what the   market has showed us over the last couple of  months is this is actually a huge opportunity  

[00:13] for you to accumulate the cycle. Leaders, in this  video, I'm going to give you my levels on certain   altcoins that I want to be accumulating and what  is causing this really cataclysmic quick market  

[00:25] collapse with 13% down on Bitcoin on the weekly  charts. We'll talk about that and more in this   video. So, without further ado, let's go ahead  and jump right into it. No clean transitionary  

[00:37] intro today because we actually are starting  a new journey on this channel. So, if you are   watching today, this is the beginning of In The  Money. Obviously, we have been in the game for   quite some time, but the crypto gaming niche just  did not materialize the way we thought it would,  

[00:53] and that's just purely honest. Moving forward,  this will be your one-stop shop for everything   crypto and prediction markets. We have you  covered here on In The Money. In The Money  

[01:05] means if you aren't privy to investment terms,  means in profit. So, that's what we aim for every   single day here on In The Money, and that's what  we're going to be shooting for. So, like the video   down below and subscribe to the channel for more  every single week here on In The Game. Let's go  

[01:21] ahead and jump right into it, guys. I am so used  to saying In The Game on In The Money. Let's go   ahead and jump right into it, guys. Bitcoin down  13% this week, which is actually crazy. We were   really trending nicely back up towards that 80K  level it felt, and then we got this news that  

[01:38] Michael Saylor was potentially going to sell some  Bitcoin, and then on the 31st he officially pulls   the trigger on selling Bitcoin. And yes, we do  talk about Kramer as a top or bottom signal any  

[01:50] single time he buys crypto or sells crypto.  But at the same time, he is saying Michael   Saylor murdered Bitcoin. And right now, that  really is the case. I mean, the stock market   has still been going absolutely ballistic at  this point in time. And then the timeline here,  

[02:06] MicroStrategy is facing its biggest unrealized  loss in history at $10.8 billion. In other words,   six years of buying Bitcoin, the company  is down 17% on its position. By comparison,  

[02:18] the S&P 500 is up 116% over this time frame. And  that is an index of the whole market, let alone   some of these AI stocks and tech stocks that have  done crazy numbers in short periods of time. Since  

[02:31] MicroStrategy sold 32 Bitcoin at 77,000 per coin,  their positions have actually lost 11.8 billion   in value. This puts the stock down 77% since its  record high. Now, I want to point out a couple  

[02:45] things. I don't understand why Michael Saylor did  not think that selling Bitcoin would cause Bitcoin   to go way lower. I mean, he is the one guy that  has paraded and championed over the course of time   that he is never going to sell Bitcoin. This is  the reserve currency. There is no second best. He  

[03:00] does not want the stock market. He does not want  Ethereum altcoins. There are no altcoins to Mr.   Saylor. It is just Bitcoin. And then to think,  okay, it is only 30 Bitcoin, right? We are not   going to dump that much. Maybe they will not care.  I mean, of course, the crypto market is going to  

[03:14] react. That 32 Bitcoin that he is selling to cover  his dividends or whatever the case is. I mean,   now they are down 11.8 billion on that certain  amount of time period. So, it is just crazy to see  

[03:26] the downfall of what is happening with  MicroStrategy. And it really does almost feel like   an unwinding. And if MicroStrategy goes under, we  might really see some lows this bare cycle. But   it will be healthier for Bitcoin moving forward.  I really do believe that if that was to happen,  

[03:43] but obviously I don't wish that to happen. I hope  that they can get out of this. I do think Michael   Saylor is a brilliant theoretical mind. But the  execution so far has definitely been lackluster.   Let's dive into the altcoins. Obviously, I think  there is a lot of good buys across the space in  

[03:59] the altcoin sector right now. We see stuff like  SOL down 15%, Doge is down 10% on the weekly. We   have Chain Link down 12% on the weekly. Stuff like  Avalanche and SUI down 15% respectively. Randomly,  

[04:13] we have Worldcoin pumping off of Arthur Hayes's  endorsement. And we will talk more about Arthur   Hayes in just a second, but I do want to give  a quick shout out to the sponsor of this video,   and that is Bitget. So you can check out down  below to join in on the Bitget exchange. But  

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[05:05] margin. Their exchange combines crypto and  traditional assets. So Bitget is a one-stop   shop for stocks and crypto. You can check out  the link down below in the description if you   are looking for a centralized exchange to trade  on in 2026. Now, let's go ahead and jump back  

[05:20] into the content. We have some news across the  board. We have Arthur Hayes, and he has championed   Hyperliquid. He has championed Near Protocol. He  thinks that these coins are great. He gave a $150  

[05:34] price prediction on Hyperliquid. To be completely  honest with you, I bet that that comes true,   but it is not going to come true in the short  term. And now he is coming through and dumping, he   announced this on his Twitter that he has exited  every single coin that he held in Hyperliquid and  

[05:50] NEAR. And those were his two recent shills, citing  rising energy prices, upcoming AI mega IPOs,   and expecting market highs to peak before  September. And you could take this two ways.  

[06:04] He is a pretty savvy investor and he does pick  very good coins, but I do not think the timing is   quite right here. I think that you probably hold  on to these for the foreseeable future. Wizard   of Soho says crypto is really only HYPE, VV, and  NEAR. Everything else is trash. And we look across  

[06:21] the board here. Added more to NEAR open position  in TAO. And also looking at GRASS and AERO,   VV is my largest position. Got in low so I am  not touching this. I more or less agree. When you  

[06:33] look at what is happening with Hyperliquid, this  thing has absolutely crushed this month and anyone   on this channel, if you guys have been buying  alongside me at $27, $35, $40, those DCAs on this  

[06:46] way up, I mean, you should be absolutely printing  on your HYPE positions. I have no plans to exit   Hyperliquid anytime soon. I think in the future  you will see this coin trading at a hundred plus   dollars. Near Protocol as well. Near is just now  catching momentum. If we go find Near Protocol,  

[07:04] it is the number one AI altcoin in the space. And  I actually tweeted on top of this Arthur Hayes   tweet. This makes me infinitely more bullish on  Hyperliquid and Near Protocol. This type of thing,  

[07:16] dumping every single coin. If the market trends  back up at any given point in time, I feel like we   are going to see these coins rise again. And that  is the ultimate underlying point of this video. We   talked about this last month when we had a big dip  in Bitcoin. Let's just pull up the Bitcoin chart  

[07:33] here really quickly and we will take a look at the  exact moment that I mentioned this last time and   I think it is going to play out again. So we look  at this Bitcoin chart over the course of the year.  

[07:45] Now we have obviously some really nice highs and  some crazy lows. But if we look here around this   area, I think it was 78 down to, I forget the  exact dip that it was. But regardless, we saw a  

[08:01] pretty solid dip about a month ago and I made a  video that the market just showed you its hand.   There are five coins getting all of the liquidity  in crypto. It is Hyperliquid, Venice, Bittensor,  

[08:13] Zcash, and Near Protocol. I think if you are  looking to DCA, those are the only five coins   that you should be concerned about at this point  in time. Worldcoin is getting a lot of pull on   Twitter, but that feels like a one-off narrative  style trade rather than the main characters of  

[08:28] the cycle. We are not going to be filling our  altcoin portfolio with garbage. We are not looking   to accumulate gaming tokens right now or any of  that stuff. We are looking at the cycle leaders   and we are going to hold some stable coins on the  side. So for me, I am looking at dips right now  

[08:44] on Hyperliquid, Bittensor, Venice, Near Protocol,  and Zcash. I think that Hyperliquid needs to dip a   little bit more for the average person to start  DCAing. As well as Venice. Venice has just been   on an absolute tear. We bought this one at $8. So,  anyone who entered with us there should be pretty  

[09:00] satisfied. But around 200 for Bittensor and at  500 for Zcash when this was almost trading at $700   just a couple weeks ago. I think those are pretty  good positions at this point in time. And then  

[09:13] last but not least, a short-term trade that I am  in on currently. And guys, if you are enjoying the   content today, like the video and subscribe down  below, on this new journey on In The Money. Now,  

[09:25] looking at a trade that I am in currently, and  that is ME shorts. I mean, if you just look at   this chart, this has been by far the best trade  to take in crypto for the last few weeks. And you   can do this on Variational on a per DEX up to 50x  leverage. So if you like to play with leverage,  

[09:41] you can check out Variational down below. We do  have an exclusive access code there. But with   Mega ETH, I actually entered this short right  around 7, 68, 6.8 cents. And ever since then,  

[09:56] when I entered this about a week ago, this  thing has just been on a freaking freefall. And   it makes sense. The token starts dumping almost  immediately. Price falls more than 50% within a   few weeks and then drops 70% from its highs. Daily  active users are incredibly low. Most activity is  

[10:13] just from incentives. It is airdrop farmers coming  in accumulating rewards and then dumping them on   the chart. They leave when there are no rewards  and the incentive program is terminated early.   Ecosystem feels full of copy DeFi apps from other  chains. Mega becomes mega wrecked. I do believe in  

[10:30] this thesis. If you look at stuff like Monad, if  you look at stuff like Berachain, these new L2s,   they are not relevant in today's cryptosphere.  Also, they raise too much VC capital to sustain a  

[10:43] price. So, I am long-term and short-term short on  the Mega ETH chart. And if you look here, even the   rallies on this thing are very short-lived. So,  if you have a healthy liquidation price on this,  

[10:55] this is something I am currently short on and  I will remain short on, especially if Bitcoin   continues to fall. This thing is going to hit  four and a half, four cents over the course   of the coming weeks, which we will capitalize  nicely on a leverage trade, guys. So, as always,  

[11:11] like the video down below if you enjoyed the  content. Subscribe for more, and we will see you   tomorrow on another video of In The Money, your  one-stop shop for crypto and prediction markets.   As always, trade responsibly, my friends,  and of course, stay bullish, my friends.

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