LINKUSDT
Chainlink / Tether USD
crypto Composite

It's true, I posted the analysis that showed it was gaining in early August along with LINK, ahead of all the other cryptos.
LINK ended up flipping XMR by marketcap tho, as it became the biggest benefactor of this run.
But def don't rule out XMR, because it was gaining ahead of everything else.

In this cycle, it's actually daddy XMR (Monero) and daddy LINK (chainlink). easy to verify- just look at the charts. XMR + LINK had mid-August gains, BTC and all others were August 19th

Asked ai for best altcoins post clarity act/stagflationary post-2027 4 year cycle:
S-Tier ETH, SOL, LINK Systemic pillars; base infrastructure for RWA and AI execution.
A-Tier TAO, ONDO, AAVE, AVAX Custom institutional Subnets, high-yield RWAs, and decentralized AI.
B-Tier SUI, HYPE, XRP, TRX High-performance specialists; emerging payment rails and deep perp order-books.
C-Tier ARB, UNI, ZEC Heavily capped by structural utility limits or aggressive token dilution.
D-Tier BNB, DOT, PUMP Structural decline; losing institutional mindshare or entirely speculative.
Do you agree? My goal is to outperform bitcoin. Though i likely may just fullport MSTR.

LINK base off the list. But SOL is good option too with recent improvement to processing speeds.

It's true, I posted the analysis that showed it was gaining in early August along with LINK, ahead of all the other cryptos.
LINK ended up flipping XMR by marketcap tho, as it became the biggest benefactor of this run.
But def don't rule out XMR, because it was gaining ahead of everything else.

In this cycle, it's actually daddy XMR (Monero) and daddy LINK (chainlink). easy to verify- just look at the charts. XMR + LINK had mid-August gains, BTC and all others were August 19th

Asked ai for best altcoins post clarity act/stagflationary post-2027 4 year cycle:
S-Tier ETH, SOL, LINK Systemic pillars; base infrastructure for RWA and AI execution.
A-Tier TAO, ONDO, AAVE, AVAX Custom institutional Subnets, high-yield RWAs, and decentralized AI.
B-Tier SUI, HYPE, XRP, TRX High-performance specialists; emerging payment rails and deep perp order-books.
C-Tier ARB, UNI, ZEC Heavily capped by structural utility limits or aggressive token dilution.
D-Tier BNB, DOT, PUMP Structural decline; losing institutional mindshare or entirely speculative.
Do you agree? My goal is to outperform bitcoin. Though i likely may just fullport MSTR.

LINK base off the list. But SOL is good option too with recent improvement to processing speeds.

ETH, HYPE, HBAR, AERO, LINK

One thing I've noticed in watching the crypto market over the last several years is that there are usually a handful of tokens that drive increased interest across the space. That increased interest seems to start in one area, and start to consolidate as a broader trend in the market as time goes by.
So I thought it'd be interesting to evaluate - Where did the renewed interest begin? What's the driving force in the top cryptocurrencies by market cap?
You can't just look at % growth in the last 1, 7, or 30 day periods, because an overnight run could impact the price greatly over the time period, without there actually being meaningful interest. I also only looked at the Top 15 cryptos by market cap, because everyone knows shitcoins can grow 200% over night due to the high volume, low market cap.
**So which projects were the leaders? Spoiler Alert - even BTC and ETH followed their price action.**
First up XMR (Monero), which was building since mid-July to early August at a stable rate and seems to be the first to take off in this recent run at least in the top 15 cryptos by market cap.
https://preview.redd.it/lc5tmeis7tkh1.png?width=1794&format=png&auto=webp&s=87c8ff841eabb0ad4dd64d33728cb2c854a49689
Next Up, Chainlink. LINK started showing new signs of life as early as August 5th, but didn't truly take off until August 14th. Since then it's actually displaced XMR (Monero) in market cap and is the biggest winner of this August run so far.
https://preview.redd.it/fvkthkjw3tkh1.png?width=1846&format=png&auto=webp&s=2c3cebc5a97d15191361fca88c199ef2a34fb0a6
TRON seems to border the leader/follower categorization. It's had some growth recently, but it comes and goes. Both XMR and LINK have had steady and consistent growth in August without the dips.
https://preview.redd.it/3q76txpf4tkh1.png?width=1786&format=png&auto=webp&s=966509be9dacfd19e6c6008b6b3bbeb32884837c
**Now For the followers:**
**BTC** \- while it may still be the king in terms of cryptos, it was very much a follower in the recent run up, beginning on August 19th, which you'll see repeated through this analysis.
https://preview.redd.it/ksertslt4tkh1.png?width=1872&format=png&auto=webp&s=0b56b589f0cfc1ee64af5f5a981aafeea7948c4a

ETH - Appears to be a follower as well, mimicking the August 19th trend.
https://preview.redd.it/ri2h7coe5tkh1.png?width=1918&format=png&auto=webp&s=360cce481ff9d57aaf00b6c76991b7daf01e2ba3
SOL - in the same boat. Kind of a mixed bag until the August 19 ramp up
https://preview.redd.it/hv80ximl5tkh1.png?width=1702&format=png&auto=webp&s=f7c9f016993f5449d35c6a1f0a63806b5ba0f67a
XRP- Another August 19th baby, more pronounced considering the downtrending line before the ramp
https://preview.redd.it/4lnjw03y5tkh1.png?width=1746&format=png&auto=webp&s=9099cece19e8b9968f196221a9a506f056e42b7a
HYPE - HyperLiquid following the same trends on August 19th.
https://preview.redd.it/3er2e8oh6tkh1.png?width=1798&format=png&auto=webp&s=1b445ec0d986fece01db94d3bdbfbfe04f0c1024
DOGE was a little late to the party, but being a memecoin, not surprising it was also following suit on August 19th.
https://preview.redd.it/vvdmodwz6tkh1.png?width=1750&format=png&auto=webp&s=13776ef61945700625af546fae509870269b0efa

Serious question, not a hype post. Bitcoin just closed the best week since 2023, up 22 percent, from around 62,800 on Monday to 77,393 today with an intraday poke at 79,461. My timeline went from "it's over" to "here we go" in about 72 hours. But I wrote my rules down a week ago exactly so I wouldn't do this, and when I check them the answer is still no. Four gauges: drawdown from the ATH, price vs the 200 day, ETF flows over four weeks, and the altcoin season index. We're still 38 percent below the October 2025 high of 126,198, and my bear line is anything worse than minus 30, so that one hasn't flipped. Price is now 12 percent above the 200 day which is a real change. ETF flows had their best week since January, 517 million in one day on Wednesday alone. Alts are finally moving, LINK is up 32 percent on the week. So that's roughly one bear, one neutral, one bull, one still unclear. My rule is three of four have to agree AND hold for four straight weeks. Earliest that can happen is mid September.
The thing I keep coming back to is that the long short ratio is 0.865. More accounts are still positioned short than long, at 77k, after a 22 percent week. That number was 1.06 yesterday so it actually went down while price went up. Funding is basically flat too. That tells me this move was shorts getting run over plus real spot buying, not leveraged longs chasing, which is a better kind of rally than the one everyone assumes it is. I pulled up the Coinglass whale orders and there's about 97 million of real resting sell orders between 79,945 and 84,000, versus maybe 28 million of bids underneath. The 82,500 order has been sitting there 106 days. That's not a spoof, that's somebody who decided months ago they're out at that number. There's also a big air pocket in the book between 76,000 and 70,000 with almost nothing in it, so if 76 goes there isn't much to catch it.
So my honest read is this is a real breakout but not a confirmed regime change, and those are two different things. 79,945 is where the spike died today and 82,500 is the wall that actually matters. If those get eaten I'll take it more seriously, because a wall getting absorbed says more than no wall at all. Nothing changes for me today either way though. I DCA the same amount every week and I did it the whole way down from 126k, so I'm not going to suddenly get clever now that it's green. Not moving my buy ladder up to chase either, my rungs are at 68, 65 and 61 and they stay there. The one thing I probably do need to do is trim, because BTC drifted to over 70 percent of my crypto book and my own rule caps any single asset at 40. Trimming into the best week in three years feels terrible and that's kind of the point of writing the rule down beforehand. Anyone else running actual written criteria or is everyone just reading the candle?

[Week 1](https://www.reddit.com/r/algotrading/s/x4CiXV42kv)
[Week 2](https://www.reddit.com/r/algotrading/comments/1vnn6c8/week_2_of_algo_trading_on_robinhood_agentic/)
Week 3 TL:DR - 17 agents, and one of them did almost all the work.
The crypto rotator. Every day it ranks 10 liquid coins on momentum, volume trend and volatility, buys the single highest conviction one, and holds nothing else. Winner take all, re-picked daily, $200 in it.
It did +35.6% this week. Since April 18 it is +102.9% with a -14.6% max drawdown.
The sequence is the part I keep staring at. ADA, then LINK, now ETH. Three rotations, and each time it moved into the one that then ran instead of the nine that did not. Didn’t think it was anything at first but after AI consistently “guessing” right, I’m starting to believe.
The equities side had one genuinely absurd day. Moderna and Merck's cancer vaccine hit its endpoints in a Phase 3 melanoma trial. MRNA ran as much as 177% intraday, took about $5.5B off the shorts, then gave back a quarter of it the next session. One of my biotech screeners bought Moderna on open after the trial came in, and caught some of the intraday pump. Luck with a decent process underneath it, which I will take, but luck.
Everything else was quiet. Book finished +2.7% across 17 agents on the week and nearly all of it came from crypto. Have been using the free trial on Raijin given to the first 1000 users and planning to keep it.
Two things I would like someone to poke holes in:
1    What is the right benchmark for a single asset rotator?
2    -14.6% max drawdown on a daily single coin book over four months feels too clean to me. What am I not seeing? I only measure at each daily fire, so anything that happens between them is invisible.

damn LINK is pumping