Was I worried this week?

Yes. I saw the fear.

I almost bought into :

"August is bearish"
"Altseason is over"

But after going through 3 key metrics
I’m now calm and I’m adding more.

Let me show you why👇

1️⃣ AUGUST IS BULLISH POST HALVING YEARS

Yes, you heard this right.

Look back at post-halving years like 2013, 2017 and 2021 as both saw massive green returns in August.

So far in 2025, we’re only slightly red, but the structure doesn’t look weak.

What history shows is that post-halving August often starts slow but ends strong.

The bearish August narrative doesn’t really hold up when you zoom out and study the data.

This might be the calm before a late-month push.

2️⃣ ALTCOIN MARKET CAP

Many are panicking about this dip. But take a step back.

We’re still very much in an uptrend of higher highs and higher lows.

The altcoin market cap is holding just under $1 trillion, which is still a major level.

Even though it pulled back a bit, it stayed well above the rising trendline.

That recent dip? It was a clean retest of range support and it held up strong.

The bullish structure isn’t broken. In fact, we’re nowhere near invalidation, which sits all the way down at $800 billion.

So unless that breaks (and there’s no sign it will), this is still a healthy structure for alts.

3️⃣ ETHEREUM vs BITCOIN

This chart has been quiet for a few weeks, but don’t ignore it.

The ETH/BTC ratio is moving sideways inside a clean accumulation range.

No breakdown. No trend reversal. Just consolidation.

If ETH breaks out from this range, we could see liquidity rotate hard into Ethereum and other altcoins. This kind of setup has preceded big alt runs in the past.

Also worth noting: Ethereum isn’t crashing, institutions are treating it like digital gold. And interestingly, BlackRock made a move this week.

They added Ethereum exposure and slightly trimmed Bitcoin. That shift tells you something.

Maybe a rotation is brewing.