Altcoin Surge Next?📈Technical Analysis with Evan Aldo

However, as market sentiment around altcoins improves, several tokens show possible momentum.

~This Episode is sponsored by SALT & Sui~
Borrow on SALT Now! ➜https://bit.ly/pbnsalt
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Guest: Evan Aldo
Evan Aldo Youtube Channel ➜ https://bit.ly/EvanAldo
20% off Evan Aldo Course ➜ https://bit.ly/EvanCourse ➜  Use code "paulbarron"

00:00 Intro
00:10 Sponsor: SALT
01:00 Fed rate impact
03:00 End of year rally?
04:00 CNBC: Markets are an inflection point
05:00 Will retail comeback in Q4?
06:00 No crypto Christmas?
07:00 Bitcoin $110K?
09:00 Ethereum vs Avalanche
11:00 $AVAX analysis
13:00 $AVAX flips $ADA
13:45 $AVAX vs $SUI vs $SOL
16:16 Polkadot analysis
18:45 GLD vs SLV
21:00 $AXL a buy?
22:15 Portfolio update
26:00 Outro

#Crypto #Bitcoin #Ethereum
~Altcoin Surge Next?📈Technical Analysis w/  ⁨@EvanAldo⁩  ~
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Episode Transcript

Speaker 1 (00:00):
Today we'll be breaking down all coins, what the market's
going to look like. You don't want to miss it.
My name is Paul Barron. Welcome back into the show.
Let's get started. I do want to thank our sponsor
today and that's salt Lending. You guys can get over
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this is one of the strategies that people unlock wealth.
And the reason is very simple. When you sell an asset,

(00:22):
you take a capital gains in most.

Speaker 2 (00:24):
Cases, so a lot of people that.

Speaker 1 (00:27):
Are holding assets look at long term holding and the
way they get access to that capital is they go
take a loan on it. So you can unlock your
wealth potential right there on your bitcoin over on salt lending.
Just visit salt lending dot com use our link down below.
It's going to help us out and hopefully get you
guys into maybe taking your next step into how to

(00:47):
actually use your assets going forward. Let's bring in Evan
Although who of course comes in on the allt Coin shows,
which of course we get a chance to break down
a lot of tokens today. Great to see Evan, how
are you?

Speaker 3 (01:00):
I was on and Beyon I'm doing great, excellent.

Speaker 1 (01:02):
Let's gage yeap market has been hot, and there are
many reasons for that. Obviously, the fed Ray cut was
one of the biggest one of the things that we're
starting to watch right now as US mortgage demand is
starting to surge about thirty percent over the last week.
The question I think, and I was talking to a
real estate guy this morning, is the five percent mortgage.

(01:23):
If he said that, if we get back to the
five percent mortgage, their expectation is an absolute housing boom
because that would unleash a lot of capital, people going
into the market selling their homes again, and then of
course possibly even getting more people into a mortgage, maybe
for the first time. Granted those people are much older.

(01:45):
But what was your opinion on the quarter the quarter
point move?

Speaker 4 (01:50):
So you very expected nothing that we didn't expect. I
think the big thing that we want to look at
here is when they cut last year, that's when the
d x Y bottomed out that started to come up.
So same thing so far, the d x Y is
hit seeing a bounts. The other thing that happened too
is mortgage rates did come up after they had that
first rate cup last time. It could be different this time,

(02:13):
but I wouldn't be surprised. I mean that five percent
that you're looking for, that may I hope you see that,
you know, in six months or three months, but it
could be a lot longer potentially to see an actual
five percent thirty year mortgage.

Speaker 1 (02:25):
Are you anticipating that we'll get the two more cuts
like what a lot of people are looking at right now.

Speaker 4 (02:32):
In terms of the odds, Yes, And I think that
the significant thing we got to see is it's looking
exactly how it looked at the end of twenty twenty four,
and then what happened in January of this year. That's
when you saw the next pause. What was that? That
was a big cell signal and the market started to
come down. So history is not going to be exactly
how it was. But you know, if you do see

(02:52):
a pause in January, which it looks likely you probably will,
that could be a nice cell signal in for your cycle.

Speaker 1 (02:58):
Especially so your consideration is that maybe end of year
is the last part of this run and possibly an
exit and waiting for a re entry in January and February.

Speaker 4 (03:12):
Well, re entry would be a little bit if history
repeatza re entry would be a little bit later, I
would be looking at October. You know, basically what we've
seen for a potential bottom.

Speaker 3 (03:20):
But you know, I e.

Speaker 4 (03:22):
Eighteen months is where bitcoin is always topped after the
Bitcoin having that would bring us to a bitcoin talk
in October. I do think alts should last another month
similar to twenty seventeen into twenty eighteen. It's looked a
lot more like that cycle in a lot of ways.
So if I had a guess here, you know, educated guests,
November top for potentially ethan, a lot of al it's

(03:42):
November December top with it, October top for potentially bigcoin.

Speaker 1 (03:46):
Okay, so yeah, all right, Well we're going to get
into all the charts today for you guys.

Speaker 2 (03:50):
We've got a lot of all coins.

Speaker 1 (03:52):
And then we also are going to take a look
at our portfolio, our combined portfolio Evan and I put together,
see how it's performing, and in general, I'll get a
play on whether or not we want to make some moves.
Let me go to a clip real quick, because this
is over on CNBC. Markets are at an inflection point.
Let's take a look at some one.

Speaker 3 (04:09):
You think we're overvalued, like David Tepper.

Speaker 5 (04:11):
Yeah, I mean, valuations are clearly stretched, they're high, they're frothy,
it's kind of whatever you want to call it. I mean,
you're entering the market right now, you're paying up the
s and pps trading a multiples we haven't seen in
a long time. I mean, the index has become so
top heavy, so to me, I think that's just kind
of a sign of we're at this inflection point where
leadership could start broadening and beyond just the megacaps into

(04:33):
small caps and maybe some other rate sensitive type areas.
You're seeing investors look for areas of the market that
haven't already been bit up to death to extremes like
large caps, and some of the megacaps have, and small
caps are still trading at a discount to large cap.

Speaker 1 (04:48):
All right, So when you look at that right now
and you consider this data, which is the top one
percent of US earners now have more wealth than the
entire middle class. This is because this goes back to
my whole theory of how this cycle will play out,
and it's the halves versus the halves in terms of investing.
Do you think we're going to see retail come into

(05:11):
the market again, especially around the fact that we could
see some movement here on all coins.

Speaker 4 (05:16):
What are your thoughts, Well, I think you'll see retail
at least come in as much as they came in
at the end of twenty twenty three. In quarter four
to twenty twenty three was really good, and then in
the quarter four of twenty twenty four, so I think
we'll at least see that, which would allude to a
mini all coin season, some type of mini all coin season.
So that's kind of the minimum I would think. And

(05:37):
now that The main thing that I would guess would
strengthen that argument where you won't see retail come in
for a crazy all coin season like back in twenty
twenty one, is because there're still technically in quantitative tightening
and I don't know exactly, could be the next meeting
that's over. Could maybe you don't see that officially over
until next year. So I think that's the one thing
that's really keeping it back for a lot of your

(05:57):
smaller cap all coins.

Speaker 1 (05:58):
Right now, are you saying that there could be no
al coin Christmas?

Speaker 4 (06:06):
No, but I'm saying worst case scenarios, it will be
like last Christmas, which was a good Christmas.

Speaker 3 (06:13):
It was nothing you know nothing.

Speaker 1 (06:14):
But it wasn't the blowoff top, you know, in terms
of some of these tokens going ten x in a
period of you know, two or three weeks.

Speaker 4 (06:20):
I mean, let's be real, if you look at history,
I mean most all coins don't make a new all
time high from the previous cycle.

Speaker 3 (06:28):
Only yeah, only so many, which.

Speaker 1 (06:32):
Is one of the reasons of our strategy in our
portfolio that we're using. So but we got a lot
to talk about their small caps hitting all time high
for the first time since twenty twenty four.

Speaker 2 (06:43):
This is back in November.

Speaker 1 (06:44):
Again, So we saw that big dip now a retracement
back in here on terms of small caps, which kind
of is in reality a comparison to risk assets when
you look at all coins, and that the likelihood of
that is going to be kind of in line with
what you're talking about.

Speaker 2 (06:59):
Evan jump over to bitcoin.

Speaker 1 (07:01):
Bitcoin price forecast now eyeing a one ten target. Another
four point nine trillion in options are expiring. But if
you look at bitcoin as a whole on your chart
right now, how would you play bitcoin into the end
of the year.

Speaker 4 (07:18):
So right now, when you look at bitcoin, I don't
think there's gonna be like too much happening, and that's
kind of what you want to see. You want to
see Bitcoin kind of go sideways, as Ethan all coins
kind of take over, and as we'll talk about in
a little bit. Obviously some all coins are starting to
run right now. So yeah, the one ten, it's doable.
I would think it's maybe kind of a wake me
up when September ends kind of situation. I think it

(07:41):
will be just kind of a boring month about too
much happening. Got a nice trigger wave here, I mean,
your weekly looks pretty good for continuation, but that could
take a few weeks to play out. You may not
see that jump up until you know October, So we're October.
End of October, you know that area I would be
looking at somewhere between one thirty all the way up
to one fifty four for a market cycle peak if

(08:03):
it does get more extended. But ah man, it's a
little tough to say right now, but it's it's it's
kind of just a boring situation here. I mean, it's
just bouncing around. The daily would tell you you'd probably
come back, maybe hit that one twelve, you know, one
away target even and then potentially you know have a
run in October. That October that a lot of people
like to say. So a situation like this in October

(08:25):
somewhere between you know, one twenty nine. If things get
really crazy, maybe that one forty these areas, and that
would allude to the four year cycle in that eighteen
months after the bitcoin having peak that I was saying,
So that's my estimated, that's my educated guest here, somewhere
between one thirty, although we up to one fifty four
probably end of October, maybe extended into November.

Speaker 1 (08:47):
Would that be your would that be your top for
the cycle is one fifty four on bitcoin?

Speaker 4 (08:52):
Yeah, somewhere one thirty to one fifty four is my
my range.

Speaker 1 (08:57):
Okay, let's jump over to ethereum. Supply shop is real.
Exchange reserves just hit the lowest level in years. Every
DIP has bought whales and institutions. Less ethereum on exchanges
is less to sell more scarcity equals upside.

Speaker 2 (09:11):
I'm kind of in agreement.

Speaker 1 (09:12):
With this, but if you look at each's movement, it's
been again sideways for a few weeks. So are we
is eath still got a life to run here? Or
do you feel like it may lag, and we could
see more explosion on projects like Solana and even Avalanche,
which we'll you know, we've talked about.

Speaker 2 (09:33):
What are your thoughts.

Speaker 4 (09:35):
I think Eth will move, but I think Avalanche and
a lot of these other ones will probably outperform it
for the next few months. And if we look at
the each chart right here and then get it up
right there, we look at the each chart, you know,
just bouncing around, very boring. I think eventually here you're
going to break up. Word to you know, my big target,
which is at around Yeah, the big target would be

(09:55):
fifty five hundred, that area right around the big spire
line right here. If September ends up being kind of
that boring month or whatever, I mean, let's be really,
you could come break down a thirty eight hundred scare
a lot of people away. I do think if you
do break bearagely, it's not going to last too long.
You're going to have a nice recovery and then potentially
get up in October fifty six hundred, and then you know,

(10:17):
within a month after that hopefully hit your seventy three
hundred area. But you know, obviously, compared to a lot
of all coins, you know, forty four hundred is seventy
three hundred. If you see a seventy three hundred Ethereum
from where we are right now, you'd probably see a
double for Avax, you'd probably see a four hundred dollars,
you know, Salona. So in all likelihood a lot of
those should outperform Ethereum in the coming.

Speaker 1 (10:38):
Wait, okay, all right, well, speaking of Avalanche, token reclaims
the top twenty spot. Actually it's number thirteen, but there's
a lot of USD supply expansion that's coming within it,
and a couple of points within this rallied over thirty five,
even though it did retrace a little bit. We'll talk
about in a second. On the chart. Sea Chain offers
some highest yields. That's a big deal on the ave vaults,

(11:00):
especially for the European holders out there. And open interest
is also close to his peak nineer and twenty four million,
with over seventy three percent of traders picking a long
position on Avalanche right now. So if you look at
Avalanche and you see where they are on coin market cap,
I'll zoom in on that right there, holding the number
thirteen slot, jumping suie right there.

Speaker 2 (11:22):
The question is is do you.

Speaker 1 (11:24):
Rotate avalanche and SWEE or do you kind of look
at maybe a trifecta here with taking some profits on
either Slana or ethereum. If you didn't have liquid to play,
how would you manage that out?

Speaker 2 (11:38):
Right now? If you look at the avalanche.

Speaker 4 (11:40):
Chart, so an all likelihood, avalanche probably will continue to
outperforming theorem. And now we'll start with the avalanche chart
avalanche versus us dollar. It's probably going to break up
word and continue upward to at least forty eight dollars
within the month. I would say that's a pretty sick bet.
If you can hold forty eight dollars, I think there's

(12:03):
a really good shot at a run up into one
hundred by end a year, I would say, And that
would be a big point there. So from where we
are right now, we're at thirty three, you know, two
hundred percent gain. It's about a three x from where
we are right now, which is going to be really huge. Now,
if you look at avax versus ETH, and this is
the chart I looked at when I was really bullish

(12:24):
on the afax EH evaluation. Look at the bottom you
saw in September of twenty twenty three and then you
saw a giant run up against the ethereum all the
way into December of twenty three. My guess is that
you will see something similar something similar here, hopefully at
least up to these areas. So if you start abe

(12:44):
abex Eth, let me just get it back up there, you.

Speaker 3 (12:46):
Know, something similar to that.

Speaker 4 (12:47):
The percentage would be one hundred and forty percent from
where we are right now. So I think there's a
good bet right there to make.

Speaker 1 (12:55):
Okay, so you've got a good bet there on Avalanche.
I'm looking at Avalanche holding the thirteen spot right now, fourteen, Bill,
do you think this has a shot to run into
the top ten? I mean that would be a big move.
But do you think it has a shot to run
into the top ten, maybe go in against Cardono?

Speaker 3 (13:17):
Yes, yeah, I don't know the math.

Speaker 4 (13:19):
It's hard to do the math in my head, but yeah,
I think there's a good shot. I think Cardinal will
probably go up as well. He got a good shot
at that doubling too, hyper Liquid, maybe that'll be not
as good.

Speaker 3 (13:29):
You can bypass that.

Speaker 2 (13:33):
Link setting right there at twelve. Yeah, it looks like
it's about the flip chain link.

Speaker 1 (13:38):
This could happen anytime now, so interesting Adlance could definitely
be on the move here. What about if you were
to look at it versus Suie and a couple of
points right here, Suee Play did a launch in Seoul,
which is essentially on the gaming side of things, but
they also have some other things. If you look at

(13:59):
just the TVL Sweet right now, it is starting to move,
you can kind of see, uh, it's almost back up
to its all time eye so a little over three billion.
My curious thing is when you look further into it,
some of the protocols right there Sweet lend maybe does
this start to open things up?

Speaker 2 (14:18):
Do we see Sweet.

Speaker 1 (14:19):
As an alternate play out? If you're playing Avalanche and
you say, okay, I need one more token, would it
be Sweet or Solana? How would you rotate that?

Speaker 4 (14:31):
Let's take a look, let me show you well, let
me think aloud here. So the first thing we'll look
at is Avax versus Sweet. Now Avax has bled a
whole lot versus Sweet, down ninety two percent against Sweet
and now kind of hitting a bottom in the next
few months. Does this reverse Hard to say, but if
you're looking at the trend, Sweeze got a good shot
of kittin perform Avax. Maybe you just roll over.

Speaker 3 (14:54):
Now if we.

Speaker 4 (14:55):
Look at let's say, Swee versus Solana here, let's see,
that's another interesting one. So that's kind of coming back
down versus Solana here. It's been kind of shoppy in
that area since the last year, so just bouncing around.
Oh man, you know, it's a tough question. That's a
tough question.

Speaker 3 (15:13):
You know.

Speaker 4 (15:13):
The way I would look at it is, I think
there's a lot of potential for you know, all these
and if we look at Sweet itself, I think you
got a good shot of getting up to seven dollars,
maybe up to ten bucks. I kind of feel like
though Avax has a better shot out of all three, Solana, Sweet, Avax.
I think Avax has the absolute best shot at getting

(15:34):
a three x base in the chart. So if I
had to pick one, I would definitely pick Avax. But
versification usually wins in these games, you know.

Speaker 1 (15:42):
Yeah, well that's right, Diversification wins. And I think when
you look at just the package of those three right now,
avalanche back in the conversation, because Sweet and Salona have
been a beast this year in terms of performance. Slana
now trading way up, and I think there's still some opportunity.
We think hundred by end of year. What is your
target right now in Salona by end.

Speaker 2 (16:02):
Of year.

Speaker 3 (16:04):
Four hundred?

Speaker 4 (16:06):
I'm looking definitely, I think for one hundred. I mean
it's not even a double from where we are right now.

Speaker 2 (16:10):
So yeah, yeah.

Speaker 1 (16:12):
Let's talk about one that has been an outlier, and
that is Polka Dot. A couple of things that is
and has changed is the cap supply.

Speaker 2 (16:22):
That's a new you know, wrinkle.

Speaker 5 (16:25):
Uh.

Speaker 1 (16:25):
They're deploying smart contracts on polka Dot. You've got some
Devibe builders programs that are launching. There's a lot of
good things here that show up now. And Polka dot
has been a token that has been very suppressed, and
who knows, there's maybe an outside chance that it still
has an angle on the TikTok deal, which is kind
of what our original thought was. But what is your

(16:47):
position right now in Polka Dot?

Speaker 4 (16:50):
I think Polkadon has got a good shot of running up.
And I mean if you look at the chart right now,
you're getting a green hiking ashy candle on the monthly
right here, rare bullish sign. Now, I would say you know,
if you just look at what we've done, in all likelihood,
you should be able to run back up to like
you know, nine to eleven dollars is a good shot
if you can break above those points. And that's a

(17:12):
pretty big if given the price action. I mean, this
had a low just in June, so a very very
depressed dead in some ways coin unfortunately. But I think
you got a good shot of running up to nine bucks,
which is a nice double from here. If you can
break above that, seventeen dollars could be on the table.
I don't really think unless you get some crazy, crazy,

(17:34):
crazy good news and a lot of people really jump
on this, I don't think you would go above like
that seven or nineteen dollars area. But if you're trying
to have a nice double, I think Polka Dot is
a good shot right here up to nine bucks.

Speaker 1 (17:46):
So yeah, yeah, all right, listen. If you guys are
not over checking out Evan's channel, go over to Evan
Aldo on YouTube. You guys can join. He is now
at twenty one thousand subscribers. Evan, you are in the
big leagues now, my man, You're in the big leagues.
You know that you're like a thing now. So congratulations, Yeah,

(18:07):
you're a thing.

Speaker 2 (18:09):
I love it. I love it.

Speaker 1 (18:11):
And of course Evan gives you a bunch of trading
tutorials over there. You can get in his course all
that good stuff.

Speaker 2 (18:16):
Use our code. We always drop a.

Speaker 1 (18:18):
Code for Evan's courses down there before we get into
our portfolio, because we've we've selected a portfolio. If you
guys been watching the channel very long back in July,
Evan and I said, let's build one hundred thousand dollars
portfolio and watch this thing run. Now, we're going to
show that to you here in a moment, and then
we're going to make some decisions. Evan, So I want
you to be thinking about it, okay, But before we

(18:40):
do that, I want to hit on to gold and silver.
Gold is absolutely outperforming right now. Okay, that's a long
term store of asset. Maybe it goes up a little
bit from here, but ken gold continue Again, many people
would argue, hey, this is Gold's going to be token,
nice gold, It's going to be the new evolution stable coin.

(19:01):
But silver, man, this could be in the in the charts.
Do you have any plans on any precious metals right now?

Speaker 4 (19:08):
So, I mean I think crypto is a better you know,
I like crypto right now overall, but when I look
at the gold and silver charts, I think they will
continue upward a little bit more. Here, let's just start
with gold. What I think will happen. I mean, you've
got a good shot of running up to four thousand
by the end of the year.

Speaker 3 (19:27):
That's kind of my goal. You're at thirty six hundred.

Speaker 4 (19:29):
Maybe up to four thousand with everything happening, and then
I kind of think you'll follow a lot of things
that potentially see like some type of pullback back to
kind of this big area that we've been at like
thirty three hundred sometime in you know, twenty twenty six,
maybe twenty percent pullback here. So I mean, you've been
up a lot. You're going to get a pullback at
some point. Now, if the question is gold versus silver,

(19:52):
let's look at that chart. Generally gold has been kind
of outperforming it. But if you can kind of get
a bottom or yeah, if you can you kind of
get a bottom for or try to have silver and
try to outperform it. Here this continuing downward, but I'd
be careful. I think in the short term though, a
lot of people are talking about silver potentially making a
new all time high, which it's really close to doing. So,

(20:14):
but if I had a guess here, you make this
new all time high towards the end of this year,
and you get a nice kind of pullback here, a
lot of people get excited, then you get a twenty
to thirty percent pullback for silver.

Speaker 3 (20:25):
So I don't think silver.

Speaker 4 (20:26):
Is the main play over gold until a few more years. Like,
I don't think gold and silver are really really going
to shine until the twenty thirties. Like that's that's like
it's not going to shine until the next recession, which
is I don't think going to be until somewhere between
twenty twenty eight to twenty thirty two.

Speaker 3 (20:44):
So I don't think this is the decade.

Speaker 1 (20:46):
For me, not the plan. That's a good one. One
more token I want to look at is Axilar Axilar Network.
Of course, the xrpl axl R Powerful Combo. You know
they're partnership there. We've taught and we've had Georgios on
the show before. But in general, if you look at
the chart right here, recently it's had a little bit

(21:08):
of a run up about fifteen percent currently, and that's
after it came off of yesterday, which was a pretty
big retracement. However, sentiment at least on our indicator tool
is still very very positive on AXILR right now. How
would you trade AXELAR right now? Is this one that
you would look at maybe an upside?

Speaker 4 (21:30):
Yeah, I think there's a lot of potential upside for it.
I mean it's a risk you're played, definitely, But when
you look at the axe large chart right here, you
are hitting.

Speaker 3 (21:38):
A big point. It's kind of similar to that Polka
dot chart.

Speaker 4 (21:41):
Like a lot of bullish things, but it kind of
keeps you know, they don't play out. Usually you have
a bull div which is huge in the three week
A lot of really good stuff here. I think you
got a good shot of running back up to like
sixty three cents, which would be a double or you know,
a triple of like eighty five cents here, So I.

Speaker 3 (21:57):
Think you got a good shot.

Speaker 4 (21:59):
Like how I would is I would buy and put
a stop loss like at twenty six cents or something, okay,
and try to run this up for like a two
or three X.

Speaker 3 (22:07):
That's what I'd be looking at for this.

Speaker 2 (22:08):
Yeah, there you go. I like it, Evan.

Speaker 1 (22:11):
Let's jump over to our portfolio. This is the Aldo
Alt portfolio performing fairly well. We're up about thirteen percent
right now. Eth is our performer. Our worst performer though,
is Tao coming in, which by the way, has shuffled
some of the tokens. I'll go to profit loss. Right here,

(22:31):
there's our list, guys, if you want to kind of
get some screenshots of this.

Speaker 2 (22:35):
This is what our plays were.

Speaker 1 (22:36):
Ethereum Solana, let's go by holdings versus profit loss. Ethereum
was our big play. Solana was our number two arbitrump.
We came in with Avalanche, chain link injective, Ave Jupiter.
This of course is for the audio podcast. You guys
are not watching this. But and then Bittens or Tao,
which started to lose. But I still think I'm very

(22:58):
confident about how still like Potensor going forward, Pudgie Penguin's
made a turnaround, has reclaimed profitability, Unicewap is in struggling
a little bit right now, Cardono is up, and then
Kronos nice play right now fifty seven percent up on
our play, I think that might be our best by

(23:19):
profit and then near Protocol Onto and Sweet coming in
so right now, if you look at that mixture, is there.

Speaker 2 (23:27):
Any moves that we would make right now here?

Speaker 1 (23:30):
We are middle of September, We've talked about this portfolio
to exit in October. Any interim plays that we would
make today, m.

Speaker 4 (23:42):
Man, it just.

Speaker 3 (23:43):
Depends so much. Brusk.

Speaker 4 (23:44):
I mean, the things that come to mind is obviously
reallocating some eth some Solana into like AVAX chain Link.
Those two I would look at it. Reallocating abex Change
are ones that.

Speaker 2 (23:58):
We got twenty twenty four.

Speaker 4 (23:59):
Maybe we can put five put five K that into
a BAS, you know, yeah, take.

Speaker 3 (24:10):
Something something of that nature. Maybe repeat K, repeat that.

Speaker 4 (24:15):
Sorry, I would say, keep the holding at twenty K,
and let's put forty six hundreds split between a BAX
and chain Link, and then maybe the Salona holding let's
take I don't know, let's take out like two three
K input fifteen hundred into a BAS and fifteen hundred

(24:36):
into chain Link.

Speaker 1 (24:37):
All right, so chain Link, We're going to improve our
positions on chain Link and Avalanche. We'll give you guys
an update of how this is performing so far.

Speaker 2 (24:46):
We're up fourteen percent on this.

Speaker 1 (24:48):
We anticipate we're going to exit this sometime in October,
and we're trying to always well, okay, maybe maybe.

Speaker 3 (24:57):
Ya yau from October first to December three.

Speaker 1 (25:01):
Okay, sure, okay, that's what I meant, starting our exits
in October, so all the way through the end of
the year.

Speaker 2 (25:07):
But we're gonna double this portfolio. At least we may.

Speaker 1 (25:12):
Triple it is what I'm hoping for.

Speaker 2 (25:15):
We'll see how this plays out.

Speaker 1 (25:17):
I think we're gonna need to have some more aggressive
moves though, Evan, I think we're gonna have to take
some more aggressive moves in taking profits and getting in
some riskier tokens.

Speaker 2 (25:25):
I'm just saying. I'm just saying. That's the d J
in Paul talking there.

Speaker 3 (25:30):
Double, I don't think so for a triple or more.

Speaker 1 (25:33):
Maybe we got some We got some capital to play
with here. Man, we could deploy like twenty k right now.
We could if we could reposition that bottom, that bottom
twenty k and move that into a really you know, see,
there's the gambler.

Speaker 2 (25:49):
That's the gambler.

Speaker 1 (25:50):
Do not follow this, guys, do not follow what ev
and I are doing, because this is us having fun
and a little bit of degeneracy. I'm gonna hit you
on email or text and we'll figure this out over
the weekend.

Speaker 3 (26:03):
Okay, okay, sounds good.

Speaker 2 (26:06):
All right man, all right, listen, Evan, it's been great
seeing you.

Speaker 1 (26:09):
We'll have you back here and take a look when,
hopefully when Salona is hitting three hundred next week, two weeks,
two weeks ago, two weeks, two weeks on.

Speaker 2 (26:20):
Salana, thanks a lot for stopping in. We appreciate it.

Speaker 3 (26:23):
It was not thanks so much, Paul.

Speaker 1 (26:26):
All Right, you guys get in on the Diamond Circle.
It's our own private group, very easy to join and
it's free.

Speaker 2 (26:31):
Click the link down below.

Speaker 1 (26:32):
You guys can get my personal email out to you
to kind of talk about these things, and of course
follow me on x at Paul Baron. We'll catch you
next time right here on the Paul Baron Show.