Key BTC Price Zones to Watch and Strategy
I'm not a buyer yet, but if I were to be a buyer, imo the areas to watch for $BTC are: ~$80K: Nov '25 low, local low of this "bear" ~$74K: April '25 low, Tariff Tantrum low, just below $MSTR's cost basis (~$76K) ~$70K: Top of $50-70K range, near '21 high ~$58K: 200W SMA & on-chain cost basis (RV = ~$56K) ~$50K & below: bottom of the weekly range below, psychological, below this number you would see "death of BTC" calls once again Importantly, I don't care what happens. If we rally from here, I'll ride what I have and diversify my portfolio, if we fall apart I'll buy more $BTC & select cryptoassets.
Questioning Sentiment Shift Amid Today’s Price Action
@cburniske has this sentiment changed from your perspective given today's price action?
Long‑term Crypto Bets Await Deeper Price Drops
There’s so much pessimism and short-term thinking on cryptoassets these days that the R/R is tilting towards optimism and long-term, sized, high-conviction positions in distressed, public, cryptoassets. That said, the time isn’t yet now, imo. I shared my view @...
Bitcoin Sees Major Close Moves Today Across Weekly, Monthly
Big closes for $BTC today, W & M đź‘€
Hold Major Crypto Assets for Decades‑Long 100X Gains
Equal weighted Amazon, Apple, Microsoft & Nvidia has > 100X’d since January 2002. A similar, public & liquid opp beckons for select major cryptoassets over the coming decades. Trims during exuberance make sense, but hodling the majority will remain the...
Integrity and Thoughtfulness Define Enduring Blockchain Success
One of the most important reasons for @placeholdervc to back @monad early was @keoneHD was obviously extremely thoughtful and high-integrity. The blockchains that persist will all have this common, founding chord.
Bitcoin and Gold Move Together, Yet Cycle Differently
“Bitcoin and gold trend together, but they cycle apart.” 🤯 Excellent pod from @crossbordercap & @RyanSAdams @Bankless. Learned many nuances about global liquidity & debt from this deep dive. https://t.co/gpyiCCW4FL
ETF Investors About to Feel Bitcoin’s Brutal Volatility
BTC ETF hodlers on track to learn about bitcoin volatility the hard way https://t.co/ZKtKR2KAx4
DAT Selling Era Starts; Expect Inevitable Market Swings
The era of DAT selling has only begun, just as we went up, so too will we go down.
ZEC’s Strength Lies in BTC Pair, Not USD
In the dying breaths of this cycle it doesn't so much matter what $ZEC goes to in $USD terms from here; enough good work has already been done there. It does matter, however, at the next bottom where $ZECBTC &...
Many Altcoins Expected to Re‑Hit 10/10 Wick L
The unfortunate truth is many alts are likely to revisit their 10/10 wick lows before this is all said and done.
Markets Top and Bottom When News Stops Moving Prices
Bull markets top when good news no longer causes rallies, just as bear markets bottom when bad news no longer causes drops. No view on $HOOD, just an overall market observation.
Bitcoin's Slide Pulls All Crypto Assets Down
No cryptoasset escapes for long if $BTC keeps going down.
Upcoming Thursday Recording with Raoul GMI Promises Insightful Chat
Recording with @RaoulGMI on Thursday, should be a good chat
Liquidity Shift Expected, but Arriving Later, Weaker than 2021
Good board meeting with @2xdog & @JapanDeepValue1 today, we agree liquidity tides will turn, but fear it will come a bit too late, and be less stimulative to asset prices than 2021 was, as its delivery will be different. Considering...
