MHC Weekly: The Market Is Picking Winners

One of the biggest takeaways from this week's AMA was that the market continues rewarding strength rather than broad risk-taking.

BTC remains relatively uninspiring while a small group of higher-quality altcoins continue absorbing liquidity. According to Miles, this still doesn't feel like a broad altseason. Instead, capital is concentrating into a handful of narratives with strong momentum, revenues or structural tailwinds while much of the market remains weak.

Rather than trying to catch bottoms, the focus remains on trend-following, relative strength and waiting for quality pullbacks.

AI, privacy, infrastructure and collectibles remain some of the more interesting areas, with coins like HYPE, NEAR, VVV, ZEC, RAIL, TON and CARDS all appearing on his watchlist this week.

The biggest message wasn't which coin to buy next. It was that staying selective continues outperforming trying to own everything.

Below is the full AMA summary, including the specific coins Miles covered and how he's currently thinking about each of them.

One of the more interesting updates this week came from Fabian's ongoing coverage of CARDS.

While the position is now approaching roughly 4x from his original entry, the reason he's still constructive isn't because price has gone up. It's because the underlying business metrics continue improving alongside the chart.

A major driver behind the recent strength has been Collector Crypto opening its marketplace and liquidity infrastructure to third-party applications, helping drive additional activity, volume and revenue growth across the platform.

Fabian's view remains simple: as long as adoption, marketplace activity and revenues continue trending higher, the thesis remains intact. If those metrics begin stalling, that's when he'll start reassessing the position.

Below is Fabian's latest update on CARDS, including why he believes the project could revisit all-time highs if current growth trends continue.

One of the more impressive trades shared this week came from Surf's BTC short, which returned more than 540% as BTC continued breaking lower.

What made the trade interesting wasn't just the result, but how openly it was shared. Throughout the position, Surf regularly updated members on his thinking, trade management and how market structure was evolving as BTC moved through key levels.

After BTC rejected from the D1 200EMA and lost its daily trend structure, he began positioning for further downside and continued managing the trade as the setup developed.

Below are two updates from the trade, showing how the idea evolved from the initial setup to partial profit-taking as BTC moved into the targeted area.

MHC analysts host roughly seven streams every week covering market structure, active setups, trade management and broader market themes.

For members who can't attend live, every stream is summarised afterwards so the key lessons, frameworks and market insights can still be reviewed later.

This week's example comes from Morin's BTC swing-short breakdown. Rather than simply sharing a trade, the summary walks through the market context, execution process, risk management and the lessons learned along the way.

It's a good example of how MHC streams are designed to teach process, not just provide trade ideas.

The full stream summary is attached below.