Added more around $70.
litecoin:native ramping up can sometimes be a bad omen, but objectively, this chart looks pretty good after reclaiming the mid-$60s, an area that has been a major inflection point for years. Holding above it would be one of the cleaner signs of the long-term structure changing.
I don't know how relevant these four-year halving cycles still are, but historically, early positioning has tended to happen around 8–10 months out, which is roughly where we are now heading into the expected July 2027 halving.
There are some obvious pros and cons here...
LTC/BTC has been in a pretty relentless downtrend since the 2017 cycle, but it's finally starting to poke its head above a long-running diagonal. Previous attempts have failed to hold, so I see this as a useful pair to keep an eye on. You'd want to see some sustained relative outperformance as part of the R/R here, especially when BTC is roughly 300x Litecoin's market cap. At LTC/BTC's historical peak near 0.05, that valuation gap was closer to 12x.
Beyond the technicals, actual network usage has surprisingly spiked, and quite significantly too, though it's not entirely clear why. Canary already has its Litecoin ETF product + Grayscale recently amended its filing to convert its Litecoin Trust into one as well.
There's also LitVM, which seems to have renewed some outside interest in the chain, but still nascent.
I'll be honest, not sure how much economic gravity Litecoin can really regain from here, but network hashrate spiked earlier this year and there are clearly parties that see economic value in the network in 2026 (!).
Fossil coin exposure. Sized appropriately and somewhat boring, but I think it can keep chipping away at the $80s and eventually tag the range highs around $100+.
Not expecting immediate fireworks as it works through the first trouble area just above here, but a ~45% weekly move and ~20% daily move just this week are noteworthy, so hoping we're on the cusp of resuscitating this boomer coin.
I tried this trade in early 2025 near the start of the bear and it didn't work, but conditions feel more aligned now.
Something boring and extremely liquid that can help unlock more downstream risk.
Easy invalidation for me below mid-$60s, but we ride it for now.
Sep 25, 2026 · 8:40 PM UTC
8
2
24
16,609







