
Another week, another look inside MHC.
This week we're looking at where conviction is building across the market, from Miles' latest macro outlook to high conviction trade ideas, educational content and the thinking behind them. We've also attached this week's Weekly Market Report for a deeper look at the markets heading into the week ahead.
Let's get into it.
Selective Markets Create
Selective Opportunities
Good trading isn't about predicting the next move. It's about being prepared when it happens.
That was one of the biggest takeaways from Miles' AMA last week.
While equities continue offering cleaner trends and stronger opportunities, Miles believes crypto remains a much more selective market. Instead of trying to catch every bounce, the focus remains on assets already showing relative strength while staying patient elsewhere.
On the macro side, AI continues to dominate, but Miles believes robotics could become the next major wave as software AI matures. He's also keeping a close eye on long term themes like uranium, copper and gold, which continue benefiting from AI driven energy demand and broader macro uncertainty.
In crypto, his outlook hasn't changed much. Bitcoin remains structurally weak, with lower highs and lower lows still defining the trend. The $50k to $60k region continues to stand out as the key long term area where accumulation could eventually begin, although further downside remains possible before a more meaningful bottom forms.
Rather than chasing broad market exposure, Miles continues focusing on a small group of high conviction ideas, highlighting projects like Humanity and WLD, while emphasizing that relative strength continues to outperform weakness in the current environment.
(Miles' AMA summary below)

When Conviction Comes Together
One thing we always pay attention to is when multiple analysts become bullish on the same project.
LIT has been one of the strongest performing altcoins recently, and it's a great example of why.
Fabian has been bullish on LIT for a while now, explaining why he believes the project's fundamentals continue to improve. Even after last week's strong move, he remains constructive on the bigger picture and is currently looking to take profits between the $3 and $4 region. That said, he also notes that a healthy pullback or period of consolidation would be normal after such a strong rally, especially with revenues still largely unchanged.
Around the same time, Paradise identified the technical setup and traded the breakout purely from a price action perspective. While Fabian built the long term conviction, Paradise focused on the execution, turning the setup into a trade that returned over 1,100%.
That's something we like seeing inside MHC. Analysts don't all use the same approach, but when different styles of analysis point towards the same project, it's often worth taking a closer look.
(Fabian's update below)

(Paradise's LIT trade below)

Paradise also continued his strong run with DYDX, closing the majority of the position after the trade returned more than 1,400% while leaving a small runner in case momentum continued.

Rather than only looking back at completed trades, Paradise has already moved on to the next setup. His latest trade focuses on NEAR, where he's watching a potential range low deviation and compression around the H4 trend before looking for continuation.
(Paradise's NEAR setup below)

Community Highlight
One of the things we enjoy seeing most isn't just our analysts finding great trades. It's seeing members put those lessons into practice.
One member shared a recap of several recent trades this week, but what stood out wasn't just the results. He explained how becoming more patient, waiting for higher quality entries and sticking to a clear plan had made a significant difference to their trading.
The member also credited several MHC analysts for helping shape that process, from Fabian's research and Paradise's trade management to Surf's technical analysis. It's a great example of how different perspectives inside the community can come together to help members become more confident and consistent traders.
That's ultimately what MHC is about. Trade ideas come and go, but developing the skills to identify and manage opportunities yourself is what creates long term success.
(Member's post below)

Staying Flexible
Good traders don't marry a bias. They adapt as the market develops.
That was one of the key messages from Surf's latest market update.
Looking back at June, Surf described it as a slower and choppier month than expected. While the market didn't offer many clean opportunities, he was pleased with how he stuck to his process rather than forcing trades. Sometimes protecting capital during difficult conditions is just as important as making money during strong trends.
Looking ahead, he believes the market is approaching an important decision point. If Bitcoin can reclaim the $62k to $63k region and begin rotating higher, he expects relief across the altcoin market. If not, he's still leaning toward lower prices before the next higher timeframe move begins.
Rather than trying to predict which outcome will play out, Surf is preparing for both scenarios and letting price decide. It's a good reminder that having a plan for multiple outcomes is often more valuable than being convinced of just one.
One market currently on his radar is XRP. After discussing it on stream over the past couple of weeks, Surf believes the lower timeframe structure is beginning to improve following a local sweep. He's watching two possible scenarios from here: either a breakout that aligns with the higher timeframe trend, or a longer period of consolidation while the daily trend catches up.
As always, the focus isn't on predicting the move. It's on preparing for it.
(Surf's market update below)

(Surf's XRP setup below)

That's all for this week. We hope you found something valuable, and we'll see you again next week with another look inside MHC.

