Conviction Board
The standing calls, ranked by score and grouped by horizon. This is the publish gate's whitelisted view — no score internals, no source references, no price levels beyond each call's own invalidation line. What you don't see is the point.
Action reads direction / size. Direction is what the
call says to do — buy (add), hold (keep as-is), trim
(reduce), exit (close out), avoid (stay out). Size is the
position weight — small, medium or large; a watch-only
call with nothing to size shows the direction alone.
Score is a 0–100 evidence-strength rank.
▲/▼ mark
its move vs last week's board; · is flat,
no mark means a new or under-a-week-old call.
Trade
weeks| Coin | Action | Score | Conf. | Thesis |
|---|---|---|---|---|
| BTC | avoid | 70▼ | low | Don't add at $82K: CC and DCC both expect chop under $87.4K, then a dip to about $73K-$78K by early December, where they plan to buy. Invalidation · A daily close above $87,400 (CC's break line, DCC's $87K) flips the path to upside toward $90K+ and ends this call. CCDCCBL |
| AERO | buy / small | 66▲ | med | Buy AERO under $1 into launch news; target $0.92-$1.08 within four weeks, accepting a possible dip first. Invalidation · A daily close below $0.68, the violent-dip zone, breaks the setup. DCCCC |
| ETH | buy / small | 61▲ | low | Small buy on CC's expected wick to $2,133-$2,150 (20-week average), aiming for a bounce into $2,500-$2,550 resistance by mid-November. Invalidation · A daily close below $2,050 means the 20-week-average wick failed to hold and voids the bounce trade. CCDCCBL |
| ZEC | hold / small | 14▼ | low | Hold ZEC and trim into strength toward $1,250-1,300; add only on dips under $1,000-1,100. Invalidation · A daily close below $900 breaks the range and the dip-buy plan. DCCCC |
| PEPE | buy / small | 10 | low | CC rates PEPE a buy below a $2B market cap (about $4.75e-6 per token), best near $1.5B; a bounce toward $2B-$2.4B is the trade. Invalidation · PEPE trades below the recent $1.4B-cap low (about $3.3e-6 per token), which breaks the entry screen. CCDCC |
Position
months| Coin | Action | Score | Conf. | Thesis |
|---|---|---|---|---|
| BTC | buy / small | 99▲ | low | Buy BTC on the expected dip to $73K-$78K into early December, then look for a push through $87.2K toward $88K-$97K in early 2027. Invalidation · A weekly close below $70K, under both channels' expected dip low, breaks the post-low advance thesis. DCCCCBL |
| AERO | buy / small | 96▲ | med | Buy-the-dip under $1 into the Aerodrome L1 launch catalyst, targeting $1.00-$1.40 within the cycle window, trimming into the upper end. Invalidation · A daily close below $0.65 after the launch news, or BTC losing its $82.6K cycle-low candidate and the 50W average near $77.6K. DCCCC |
| ETH | buy / small | 96▼ | med | Scale into ETH on dips; the cycle low looks set and a clear weekly reclaim of $2,476 opens a push to the $2,900-3,300 zone. Invalidation · A weekly close below $1,900 means the cycle-low bounce has failed and the post-August recovery structure is broken. DCCCCBL |
| ZEC | hold / small | 95 | med | Hold ZEC near $1,144; trim into $1,275-$1,400 strength and re-buy dips toward $1,000 while the cycle trend holds. Invalidation · A monthly close below $850 breaks the uptrend and the dip-buy structure. DCCCC |
| UNI | buy / small | 94 | low | Buy UNI on the expected November dip into $5.50-$6.50 (CC's heavy-buy zone), not at $7.24, for a recovery to $8-$10 by spring 2027. Invalidation · Weekly close below $4.80, under even DCC's $5 worst case, or a BTC weekly close below $72K, under both hosts' C-wave lows. CCDCC |
| SOL | buy / small | 90· | med | Build SOL in small steps at $100-$115 (one-year MA); a close above $126-$130 turns Q4 bullish toward $160-$180, though DCC is cautious on SOL's cycle. Invalidation · A monthly close below $94, under CC's $96 bearish line and the $95 accumulation floor, breaks the bull-trend support for SOL. CCDCC |
Hold
full cycle| Coin | Action | Score | Conf. | Thesis |
|---|---|---|---|---|
| BTC | hold / medium | 96· | med | Hold BTC as the core multi-year position; the 4Y cycle is behaving normally and the low-$80Ks range is a build zone, not an exit. Invalidation · The 4Y-cycle framework fails: a new cycle high never forms after a normal low, or BTC loses its multi-year trend support and stays below it. DCCBLCC |
| ETH | hold / medium | 95· | med | Hold ETH through the cycle as the #2 asset and institutional-rotation play; $2,412 is a drawdown to own, not sell, with a multi-year path toward $7K-$12K. Invalidation · ETH loses the #2 spot or the 4Y-cycle framework fails: weak institutional demand, and alts stop following ETH higher. DCCCCBL |
| AERO | buy / small | 90▲ | med | Own AERO as a multi-year Base DEX and Coinbase-backed challenger to Uniswap; keep accumulating below $1 on dips. Invalidation · Protocol fees and revenue roll over for two quarters after the L1 launch, or Aerodrome loses its Base DEX lead. DCCCC |
| SOL | hold / medium | 82▲ | med | Hold SOL through the cycle and add on weakness; two public channels call this a DCA zone, with the Solana season expected later rather than now. Invalidation · SOL loses its place as a top-tier smart-contract chain, or the 4Y-cycle framework fails and alts stop recovering after the cycle low. DCCCC |
| ZEC | hold / small | 69▲ | low | Hold ZEC as the core privacy-coin position across cycles; trim into strength, add only on deep pullbacks, not at $1,100+. Invalidation · The privacy-coin thesis breaks: a protocol flaw that costs supply trust, or regulators shutting ZEC off major venues. DCCCC |
| DOGE | buy / small | 0▼ | low | DOGE is a slow, very long-term DCA at most: small buys under CC's 10c line, no urgency, since CC says wait for alt season. Invalidation · Drop it if DOGE fails to run with the next alt season and loses its top-memecoin slot, CC's own test for a fading coin. CCDCC |
| XLM | buy | 0▼ | low | Keep XLM for its H1 2027 DTCC-infrastructure catalyst, but CC says no rush: it may go sideways until end-Q1 2027. Invalidation · Drop it if H1 2027 passes with no DTCC infrastructure use of Stellar, the catalyst the whole thesis waits for. CCDCC |
Not financial advice — a research synthesis of public streams. Every conviction carries its own invalidation; verify against the source episodes before acting on anything here.