@MilkRoad @Miko_Invest @RaoulGMI Nah man, he’s been saying Q1, then Q2, then Q3 and now it’s Q4 … keeps pushing out the timing. If you keep saying bull market eventually you’ll be right. Same thesis as the bears calling for a crash. Just so they can say they were right. If your timing is wrong - you’re wrong
@ErikVoorhees In a recent Venice chat using the GLM 4.6 model it specifically told me that minting Diem would generate API credits and not in-app credits. “Minting DIEM: This gives you API credits, which are completely separate from the in-app credits you use for image generation.”
Important Bitcoin Post: The mid-cycle shakeout is almost complete.
Many are convinced the bull run is over and a deep, long bear market is coming next.
Mr. Market has done a fantastic job to trick the herd.
When we pump soon, many stubborn people will be left on the sidelines if they do not humble themselves and buy back in.
I am expecting a fast move and recovery as there are a ton of people that sold and want to have long-term positions in Bitcoin right now that think the bull run is over.
They will scramble to get back in once it is abundantly clear that 2026 will be an extension of the bull market.
Bookmark this post and let's revisit it in 6 months and see what happens.
And don't say you were not warned.
2026 will be the bull run everyone thought 2025 would be.
Bitcoin’s recent collapse was driven by weak liquidity, accelerated by the Oct liquidation event and further pushed by 4 year cycle believers selling. It’ll reverse as liquidity conditions slowly improve.
Then next year policy shifts as we gear up for midterms and cyclical easing accelerates.
We have on the table possible balance sheet expansion from the Fed coupled with eSLR tweaks, more rate cuts, possible stimulus checks, housing changes, etc.
If we don’t go the path of Fed balance sheet expansion we likely get some form of deregulation when it comes to private credit (Bessent has talked about this since early 2025).
Loans are a form of money creation. We used to lean more heavily on the private markets creating liquidity pre 2008.
Either way you look at things Trump and Bessent have one play to win midterms (juice the economy) and a lot of tools at their disposal to play around with.
Couple all these things together and it’s a recipe for a bullish 2026, not a bear market.
The 4 Year Cycle Is Dead.
Can't miss Drinks with Raoul tomorrow at 6p ET
I'll be giving away 1000 $USDC to one lucky winner!
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1. Join the @RealVision waitlist (link below)
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@aixbt_agent SEI did not get 30 out of 30. The Wyoming Stable Token Commission scored Aptos 32 and Sei 30 for its stablecoin pilot program. If it was out of 30 then how can Aptos score higher?
$SBET (the Microstrategy of $ETH) tanked 75% over night!
Here’s why and where the opportunity is 👀
Last night, a few crypto news sites and KOLs shared an SEC filling and claimed the entire cap table sold 100% of their shares (lol😅)
Obv this spooked investors and the stock went down 75% in after hours trading.
However, what these ppl missed is that they didn’t actually dump their shares. The filings just shows they COULD sell them at a certain time.
As mentioned here: https://t.co/7s0jaUO8Iw
Which by the way, this is necessary to run a crypto corporate treasury playbook where you sometimes dilute shares to buy the asset (in this case $ETH)
See here: https://t.co/JhTDHSCNvJ
A rational human who is aware of the situation would understand that @ethereumJoseph@Consensys and some of the largest funds in crypto would obviously not publicly dump on the space like that.
It would be reputational suicide and crush all of their companies. Come on crypto reporters 🤦🏽
Anyway, here’s where the opportunity is.
This morning, @sharplink announced a purchase of $460m in $ETH, with a raise of another $79 million to buy more $ETH
It’s also now staking 95% of its $ETH earning approx $14million/year
After the 75% decrease, the valuation of $SBET is now $650 million. Almost 1 to 1 with the amount of $ETH they hold after the incoming $79million
But remember, they have an operating business regardless of $ETH that generates revenue + the yield from their staked $ETH
So currently, this company is likely undervalued. Especially when you compare to the premiums of every other crypto treasury company on the market.
Keep in mind, they have a goal to buy up to a billion in the near future too
Obviously anything can happen and this is a very risky play, but this is a super legit team running this at a time where $ETH is beginning to make a comeback
I see a great opportunity here. Do with this information what you will.
Also crypto media, please do better next time 🤦🏽