ETH on the Rise, US Inflation Reassures: Perseverance Always Pays

Key Points Covered

Better-than-expected inflation numbers in the United States and direct impact on markets New records on US indices and more timid reactions in Europe My active management strategies in crypto, with a focus on Ethereum and AAVE My $4,800 goal for Ethereum before August 15 and how I manage my exposure 🪙 Thoughts on the potential for an alt-season and criteria for picking strong cryptos Patience, perseverance, and psychological discipline: my keys to lasting in the markets An inspiring meeting with a loyal listener and my reflections on time and priorities

Inflation, Cryptos, and Active Management: My Market Analysis and Outlook

This morning, August 13, the Wall Street bell rang behind me as I kicked off my morning mood. Still running through my mind were the inflation numbers published yesterday: 2.7% versus the expected 2.8%. Nothing revolutionary, but enough to move the lines. It's the same as the previous month, but the market especially notes that inflation isn't rising again.

And that, in today’s context, is great news. It means investors have more visibility, interest rates could stay stable for longer, and risk assets can breathe. I talked about it yesterday: a better number than expected, and we were bound to see a rise in equities and a fall in the dollar. That’s exactly what happened.

Markets in Optimistic Mode

US indices fully benefited from this macroeconomic boost, reaching new all-time highs. European indices, as usual, followed but with less enthusiasm. The DAX, for instance, gained over 150 points since yesterday, but you can sense the momentum is slower than across the Atlantic.

I see this behavioral difference as a reminder: knowing the global trend is not enough; you also have to understand regional specificities. European markets are more cautious, often more sensitive to political or geopolitical uncertainties, whereas US markets react more directly to economic data and monetary policy.

My Active Crypto Management

As for cryptos, it’s simple: they followed the movement. Ethereum, AAVE, Solana… all benefited from the upward trend. But as always, I don’t chase the market. My method is active management: I pick a few strong cryptos in a weekly uptrend, above their key moving averages (MA20 and especially MA50), and manage them actively.

With AAVE, for example, I entered around $245—a major low. I set several profit targets. The second was hit recently at $316, and I trimmed part of my position. This isn’t pure speculation, it's risk management: securing profits when needed, adding when justified.

My Ethereum Target: $4,800 Before August 15

For months, I identified $4,800 as a key target for Ethereum. August 15 was my deadline. Today, August 13, we're getting close. The plan is clear: if that level is reached, I’ll further reduce my exposure by cutting around 40% of my active position.

Why $4,800? It's not a random number. It's a technical level I've tracked for a while, in line with the current cycle. It's also a psychological marker: when we reach it, many will think "I have to buy," whereas I’ll already be selling part of my holdings.

Alt-Season: Myth or Reality? 🪙

I often hear people talk about "alt-season," but everyone defines it differently. Some say it’s when the majority of altcoins gain 10% or more while Bitcoin stagnates. Others focus on relative performance: 75% of the top 50 outperforming BTC over the last three months.

Whatever the exact definition, I prefer to focus on a small basket of strong cryptos, holding their supports and showing trend strength. I don’t try to play everywhere. Experience has taught me that trying to be everywhere often leads to diluted performance and wasted energy.

Patience and Discipline: My Real Levers

The market constantly tests our patience. There are acceleration phases where everything seems easy, and boring or bearish phases where nothing seems to work. That’s when discipline matters most.

My approach is to increase my exposure when prices are low and no one believes anymore, then gradually reduce when euphoria returns. It requires fighting against our natural instincts—we all want to buy when it rises and sell when it falls. But consistent performance comes from doing the opposite.

A Meeting That Left an Impression

Outside the markets, I want to share an experience that deeply moved me. Yesterday, I met a morning mood listener who has been with me for nearly four years. His partner had written to me over a year ago to set up this surprise meeting. With our respective schedules, it took time... but we made it happen.

This moment reminded me how important it is to make time for what truly matters. In our busy lives, we often say “I don’t have time.” But we all have 24 hours a day. The real question is: what do we choose to do with them?

Markets, Trading, and Personal Life: It’s All Connected

Today, markets are enjoying a favorable wind. Cryptos offer great opportunities, as long as you stay selective and disciplined. But beyond the numbers and charts, what really matters is how we manage our time, our priorities, and our energy.

Whether it's hitting a price target for Ethereum or making a meaningful human connection, the recipe is the same: patience, perseverance, and acting at the right moment.