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Update: Altcoin Gems is up +27%

$ONDO is already up +20–27% after breaking out, and now we’re waiting for a slight pullback into the retest zone.

Keep an eye on $ONDO! 👀

Buy zone: $0.32–0.30 could become the next strong bounce area if price retraces.

Focus on altcoins with strong momentum and solid fundamentals. 👌🏻

IMPORTANT: NSCALE finally filed its financials till 31 Dec 2024, and I believe it is the first major AI neocloud company to disclose a "going concern" (that appears when Directors acknowledge the chance of the company going out of business in 12 months without more funding)

Full filing: https://find-and-update.company-information.service.gov.uk/company/15749408/filing-history/MzUwODU5ODI0M2FkaXF6a2N4/document?format=pdf&download=0

Altcoin Gems: Target 20-60% 💎

$PHA

Some of you requested an update on $PHA, and the timing is perfect.

Right now, $PHA is sitting at a key bottom support zone, which could be an attractive area for a small spot entry.

You may consider accumulating a small position around this level.

Invalidation: If the price breaks below the red line, the setup is invalid.

Want to get early analysis like $ETHFI?

Everything was shared earlier in the Subscription.

I also shared the whale wallet accumulating $ETHFI, so members could track the smart money in real time.

Before → After.

If you want to learn how to follow whale wallets and read smart money, check it out below 👇🏻

https://arkm.com/explorer/address/0x7F93717800D7a37be1ac12Ddbc09bB1EB5D4d692

A while ago, I wrote a thesis on why $INJ could become one of the most bullish altcoins for 2027–2028.

The reason is simple.

The circulating supply of $INJ is now below 100 million tokens and continues to shrink through a buyback & burn mechanism funded by protocol fees.

That means the supply keeps decreasing over time.

If demand continues to grow while supply keeps falling, the valuation has the potential to increase as well.

That’s why, if $BTC gives us one more major correction later this year, I’ll see it as an opportunity to accumulate $INJ on spot.

My plan? Hold $INJ until mid-2027 or late 2027.

Hopefully, this old thesis proves right once again.

Since not many people are talking about this on X, here’s a quick take on $USDT.D.

What happens to altcoins if $USDT.D breaks down this July?

A falling $USDT.D usually means capital is rotating out of stablecoins and back into risk assets.

If that happens:
• Altcoins could start outperforming BTC.
• Altseason may begin to take shape if BTC remains stable.
• Many quality altcoins that have been accumulating could see strong upside.

And one more thing…

Don’t forget to take profits on your winning positions before the end of the month.

Altcoin Gems: Target 20-60% 💎

$INJ is already up +17% from our entry on the 4H timeframe.

For everyone still holding $INJ or @injective and asking for an update, here it is.

$INJ has successfully reclaimed the $5 level on the 4H chart, which is a positive sign.

What about the 1H timeframe?

Check Slide 2. A large Cup and Handle pattern is still forming. If $INJ breaks above the $7 resistance, the next target could be $10-11.

SPX Micro-EW Alternatives

·         SPX is similar to ES, but I show a bit more detail.

·         Both orange and black bullish triangles are possible.

·         The key detail is a small sub-micro triangle, developed on 7/15016, for micro-B.

·         This precludes any impulsive option down from the 7/10 high, e.g., from red circle-ii.

·         Only the red diagonal remains as an option for red (i), which is somewhat early to bet on.

·         That red diagonal could also fit into an expanded flat for green circle-ii or blue circle-iv.

·         There is also an alternate bearish triangle (not shown) still in progress for wave (b), from which wave (c) down would fit green circle-ii or blue circle-iv.

·         Since assuming the red triangle is premature now, triangle options become more likely, and the red count is less likely.

$QQQ lost ~5% in the past 3 days but the daily chart is still holding strong.

Pay close attention to the important 100 day eMA (white line) which has provided excellent support for the index in the past. A hold here could set up a descending triangle pattern for breakout to the upside.

Join my Slice Weekend Chart Club - Full video review of all bullish ticker setups for July 17th is now posted for subscribers!

SPX Large Degree Elliott Wave Counts

• Let me share the big degree EW count options for the benefit of new subscribers.
• The brown count corresponds to an ending diagonal for circle-5 (Primary-5).
• The completion of circle-5 will correspond to the completion of super-cycle degree (III).
• This would be a big milestone, as (III) lasted about 100 years.
• The black count is an impulsive version of circle-5.
• The green count is a sub-variant of the black one, which allows wave (5) to be more proportionate to wave (1).
• Green (5) can extend into 2027-28; as you might remember from my cycle discussions, I expect a positive market in 2027.

The AI hardware trade is cracking hard this morning, and it's worth understanding what actually set it off, because it isn't just profit-taking.

The trigger came out of China. A company called Moonshot released a new model, Kimi K3, and it's the largest open-source model ever built. It rivals the top US systems, and it's open, meaning anyone can use it. This is the same fear that hit the market with DeepSeek earlier, and it keeps coming back for a reason.

The whole US AI and chip trade is priced on the assumption that we stay far ahead. Every time China closes the gap and drives the cost of these models down, that assumption takes a hit. And it's not just the model side. A Chinese memory maker called CXMT is about to list in Shanghai after an IPO that was more than 200 times oversubscribed, which stands up a fourth major competitor in the memory chips that go into every phone and server. More capacity and more competition in memory is a direct threat to the pricing power that has driven