The Pragmatic Investor

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The Pragmatic Investor
The Pragmatic Investor
2 Altcoins With 5x Potential
T. Analysis

2 Altcoins With 5x Potential

And an update on our Swing Portfolio, +80%

James Foord's avatar
James Foord
Jul 14, 2025
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The Pragmatic Investor
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2 Altcoins With 5x Potential
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TL;DR

The market keeps on grinding higher, and the crypto excitement is palpable.

Crypto Treasury companies are the next hot thing, and Altcoins are picking up steam.

We’ve actually been adding to our portfolio over the last week, and we’re already seeing some nice gains.

  • We added an Altcoin on July 4th that is already up 10%

  • We recommended SBET, the ETH Treasury company, when it was under $13, now $23.

And now we’re going to double down in order to fully position for the Altcoin season.

We’ll discuss:

  • Why I Believe Altcoin Season Is Near

  • An Altcoin That Could Re-Shape The Banking Industry

  • My Highest Conviction L2 Play

  • Swing Portfolio Update: Buying More Altcoins

Is The Altcoin Season Here?

We’ll keep it real simple here with the help of one chart from Swissblock.

We can see here a chart that shows the Bitcoin price and the Alt impulse, which is akin to a market breadth indicator for Altcoins. Below, we also see the Bitcoin impulse, which measures Bitcoin’s strength.

Notice there are three distinct phases to the Altcoin cycle, if you will.

First, we hit the Global Bottom—a red-zone moment of broad capitulation, where panic selling drags the market to its knees. It’s the calm before the storm, a signal that the tide might be turning.

Next comes the Altcoins 1st Recovery, a blue-zone burst of hope. This sharp but fleeting bounce teases investors with potential, though it often lacks staying power.

The real magic happens in the Altseason phase, marked by a lush green zone. This happens as Bitcoin takes off, and also as it consolidates near the top.

This looks to be what comes next, and the macro outlook supports this too.

It's important to note that these Altcoins need Bitcoin to thrive in order to pick up steam, which is what we are seeing now. From a technical perspective, we’ve now broken key support as we break new highs.

There’s room for a slight retracement here, but overall, the stage is set for a higher, I’m thinking at least $150K.

My Top 2 Altcoins

Now, it’s time to discuss my top 2 Altcoins below.

The first is arguably the Altcoin, which have proven the most useful in the real world, while the second has a VERY enticing technical outlook, and we’ve added exposure through a Treasury company. Yes, it’s essentially the same as Microstrategy but for Altcoins.

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