The AI BUBBLE has become so big it dwarfs DOT COM BUBBLE 17 times over in “Uptober 2025”, and possibly we have not witnessed the BANANA (parabolic rise) phase where it may exceed DIT COM BUBBLE by 2
30-50 x. And the debt is so tightly concentrated in AI sector that it deprives….
FEAR IS NOT A TOP 💥
THIS IS WHERE THEY QUIT.
Bitcoin does not top when everyone is terrified.
The last major cycle resets formed exactly here: price on longterm structure, RSI washed out, and the crowd convinced the story was over..
$BTC
Anthropic has been publicly forced to bend the knee to the US government. The ban on Fable and Mythos reads like censorship, and the market will read it as the TAM of the frontier labs collapsing. Instead, I read this as the opposite, as an acceleration event...
The government MUST have first access, because this is The Great Game, the game of nations over the most powerful technology ever discovered, and a technological edge of 30 to 60 days is worth everything.
It's the same edge the labs already exploit internally. You build your next model with your unreleased frontier tech, never with the public one. That private head start is what keeps you accelerating ahead of the competition or at least in line with them.
The US needs that exact advantage now. Before the public, and before the Chinese open source models can copy it. They have no choice. They cannot allow their own technology to be turned against them.
What's being negotiated, in the usual outrageous, hard-ball Trump manner, is the new arrangement:
Anthropic and OpenAI are free market operators and state vassals at the same time. Nobody wants to curtail their growth. The Gov just wants to be Customer Number 1 with privileged access.
This is the East India Company all over again. A private enterprise left free to grow rich and dominant, granted protection and a clear run by the state, on the unspoken condition that it serves the crown's strategic interests first. That charter was the price of the monopoly.
It also sends a message to China and everyone else that US AI is now so advanced the state itself has to control it. They won't, not yet anyway. They just want privileged access, the rest is posturing.
And Anthropic will bend the knee, very soon...
The hidden outcome is the one that matters. The AI firms are now near-explicitly too big to fail, which means the debt funding the capex buildout comes with an implicit state guarantee.
That accelerates the build-out of intelligence. It doesn't curtail it...
Open source accelerates too, because going open ensures no state can intervene in the model itself. Though the same Great Game rules apply there, and the Chinese state will take its own privileged access first.
So the market may wobble, convinced the TAM of AI just collapsed.
The real outcome is an acceleration of intelligence, and a Super Cycle that keeps running.
For some, last week felt like the beginning of an AI bubble unwind.
For me, it looked like the end of the agentic infrastructure fireworks show.
The buildout is not over.
But the easy phase where every chip, memory, power, and infrastructure name worked is probably over.
Now the rotation shifts to the next layer of Jensen Huang’s five-layer cake:
Applications.
That is where ROI shows up.
That is where specialized AI models matter.
And that is why Eli Lilly may be one of the most important AI stories in the market.
GLP-1 cash flow.
Proprietary data.
LillyPod.
TuneLab
Specialized AI.
Peptides=API Keys
Human software.
This week’s video is about why this is rotation, not a bear market and why the next phase of AI may look very different from the last one.
Watch here:https://t.co/NX74tzApzP
BITCOIN REVERSAL MAP
THIS IS THE LINE BEARS MUST KILL
This is your 9 year lower support
2018 bottom.
Covid crash.
2022 bottom.
Now.
The crowd sees another collapse.
The map sees the same structural test that appeared near previous major reset zones.
This is not about feeling bullish.
It is about knowing where the cycle is being tested.
If this line holds, the bear thesis starts losing control.
Fear is not analysis..
Local range lows on $XRP have been taken.
Would make some sense for a move to range highs assuming we get some relief across the board but I would be very cautious if/when we get that move because XRP/BTC still sits some 30% above my downside target so I don't quite think this will be the ultimate bottom for $XRP just yet, even if we do see a move back to the local range highs.
Ultimately, think $XRP will find it's way to our HTF demand zone in green one way or another, and that is when I would consider it worth buying assuming XRP/BTC has also hit my target zone by that time.
Keep in mind this correction is in the context of correcting our impulsive move that took us from .50 to around $3.60 so while this looks scary its a natural result of such a quick 7x move that now needs to be "digested".
Fire sale. DCA into spot. Chill. Watch your money multiply once the market reverses.
Keep it simple.
Remember that the worth of your portfolio means nothing until you sell. If you plan on holding for a bit, don’t stress it. The market will recover!
I don’t talk about buying crypto a lot. But if you plan on being here long term, almost everything is finally a strong buy again.
Doesn’t matter if you’re a 4 year cycle person or a business cycle bull.
Crypto is back as a lower risk opportunity on long term horizons.
@cryptoWZRD_ If a decade long support line breaks $8k-$12k will be the major support zone, it would also mean something terrible has happened in the world like use of nuclear bomb or even worse, they are after Saylor&co money.
🚨 NEARING THE CHANNEL 😳
Still a magnet it seems…
⚠️ $BTC has been trading within a channel for the past 8 years, the channel low has acted as support and this cycle the mid-channel resistance was the top 📝
Is a test to come? 🤔