Strong dollar with minimal money supply injections

Lots of history behind this trendline, much larger story than #Bitcoin

USD debasement has been on pause, meaningful liquidity never came

Saturation and leverage compounds these things

Acquisition, not distribution.

Price action seems bad, presenting the shown opportunity.

Maybe this time is different.

#Bitcoin

Ignore the CZ driven/funded campaigns and focus on the thing he wants to *acquire* instead of the thing he *created* (this applies to BOTH BNB and ASTER)

#Bitcoin

$9 billion USD assigned to the ongoing ZEC scam pump, broader market suffers as bad trades are realized

#Bitcoin

S&P Priced in BTC

Seems high as well.

We may be in a scenario where BTC finds an early anchor but S&P doesn't - that would bring this ratio down.

Not convinced the current administration would "allow" that.

The dollar has shown a lot of strength throughout these past months.

It looks like that may start to shift soon.

The model floor is broken, but alts STILL aren't fully rotated and gold is still peaked.

This is just the market being silly.

#Bitcoin on discount.

No bailouts for #Bitcoin.

Equities may get propped up by private parties short term.

There seems to be a concentrated push to make this seem worse than April (it's not) and that it's long-term (again, very likely not).

Stacking here historically makes sense, regardless of the narrative.

Momentum update

#Bitcoin

"I expect much better buying opportunities than now"
"My plan is to buy much lower"

🤔

#Bitcoin

Dropping with equal violence

Gold retains strength but has plenty of room to cool off

#Bitcoin

Still dreaming..

Dream with me

#Bitcoin

#Bitcoin

This chart says to me:

- Monthly still looks good
- Volatility coiling in a BIG way
- Entry point

This is the first technical entry point from this chart since April.
A good time to buy, but perhaps not yet the best.

Time in the market is good, but timing the market is good too.

They're short, but short to what target?
They're long, but long to what target?

The market snapped just a week ago.

Has everyone already forgotten?

People are looking at this chart and are STILL picking up contracts

That is the entire problem with the market right now

Ready but not expecting

Picked up more here.

#Bitcoin

✅ DXY fine
✅ USD pairs fine (including CNH)
✖️ Top blasting into gold as if all fiat currencies are melting in realtime

Gold was "chosen" - profits will be taken, rotations will happen.

Pain is coming, but must not arrive first.

Timing. Is. Everything.

The technicals are good but emotions/market are not aligned.

Chart says "something needs to (and can) happen before the weekly close".

The blue line indicates that local momentum was never actually truly lost - cooled and coiled into consolidation with leverage flush outs.

The market will decide.

Still waiting on a rotation here

Seems like everything is aligned once more

Unbelievable.

They might finally be listening

I want to be very clear that timing is now absolutely everything.

Eyes have been opened to these risks:
- AI bubble
- USDJPY
- Private equity
- Housing
- Unstable crypto market
- Rate cut pauses

DXY and the long end of the bond market are now very accepting of these risks.

Momentum shift

The breakdown looks like this.

The altcoin market is once again simply destroying "crypto" as an industry.

This is why I only track the top 5 coins.

Store your value in math, not memes.

It's the 6th best time to make an entry on #Bitcoin, using a multiyear trend line.

There is a risk of breaking down 30% if this support doesn't hold.

#BTC