Looking at the past year, there's an interesting contrast between traditional markets and crypto.

SPY pulled in +16%, while Bitcoin dropped 11% and Ethereum fell 13%. Altcoins took a bigger hit—Coin down 19%, Solana bleeding out at -40%.

So what does this tell us? First, equities are still crushing it compared to the crypto space (for now). But here's the thing about Bitcoin—it's still the most reliable long-term hold in this ecosystem. Everyone talks about the volatility, yet when you zoom out, the narrative holds.

Now, the real pattern to watch: Bitcoin and altcoin movements are tightly correlated. When Coin reaches an all-time high, that's often when things get frothy. Not saying dump everything immediately, but it's usually a solid signal to reconsider your exposure. History rhymes in crypto—when retail gets most excited is when smart money tends to take profits.