Before we start

Salam! From this week onwards, next to the market-related newsletter, I will share with you from time to time quality and thought-provoking newsletters related to Islamic finance principles. Some more content and collaborations in this area are in the making.

All investment ideas and strategies can always be accessible inside the Crypto and/or Equity Lighthouse.

I Warned You

During the last weeks, I told you the conditions were aligning.

Liquidity was expanding.

The dollar was weakening.

Smart money was accumulating.

I wrote clearly: This is not the time to sleep. This is the time to position.

And while the market looked flat… it was just the calm before the storm.

💥 ETH Just Did Almost 50% — Quietly

This week, ETH touched $3,000.

But if you’re just noticing now — you’re late to this move.

We started loading when ETH was at $2,200 — clean, quiet, stress-free.

No chasing.

No leverage.

Just data-backed conviction and positioning while everyone else complained about sideways price action.

The lesson?

The breakout isn’t where you make your money —

It’s the reward for planning ahead.

📊 It’s Not Over — Data Shows Room to Run

If you missed last week’s pump, don’t panic.

Everyone’s asking the same question right now:

“Are we in an altcoin season yet?”

Short answer: Not yet.

But the data shows we’re getting close.

Let’s break it down:

📉 Bitcoin Dominance (BTC.D) — still at 64%

Altcoin season typically begins when Bitcoin Dominance drops significantly — usually under 50%.

Right now, it’s still hovering above 64%, which means most of the capital remains concentrated in BTC. That’s not bearish — it’s just a sign that altcoin rotations haven’t started yet in full force.

📈 ETH/BTC Ratio — still at 0.0247

This ratio tells us how Ethereum is performing relative to Bitcoin. When this chart trends up, it means altcoins are starting to gain strength vs. BTC.

Right now, it’s showing a small bounce, but no real breakout yet. For a true altcoin season, we’d want to see ETH/BTC climbing steadily — ideally back toward 0.04.

🔄 Then Comes the Rotation

Just like in every past cycle:

• Bitcoin breaks out first

• ETH follows

• Then the capital rotates…

Into altcoins.

We’ve seen it in 2017, 2021 — and now again.

This means:

If you missed this week, prepare for what’s next.

The real wealth transfer often happens after BTC and ETH move — but only for those already positioned.

🧭 What Now?

This isn’t the time to chase green candles on Twitter.

This is the time to calmly ask:

• Am I positioned where the capital is going?

• Do I have a plan for the next rotation?

• Am I going to observe this bull market… or participate in it?

Want Our Levels, Timing & Portfolio Strategy?

Inside Crypto Lighthouse, we’re not guessing. We’ve mapped our next rotations based on:

—> Capital flows / BTC Dominance pivots / On-chain signals / Historical cycle timing

Or go all-in with full access to both Crypto & Equity Lighthouse for the price of one rally missed.

The market moved.

But the story isn’t over.

In fact — the best part is still ahead.

Don’t sleep through the next move.

—

See you inside,
Saâd
from Swiss Islamic Finance