@MarcyBesky@AirPatel360@RyanDetrick Indeed - albeit Crypto has been an utter disaster I still expect it to move before itโs all over
We still got time macro wise โ ๐
$IREN $CIFR $WULF $HUT
Always returns to a โ3ฯ std dev, which historically has meant new ATH - They like to bottom between -1.5 to -2.0ฯ
On a relative basis the argument from bears regarding IREN's $6bn offering "Recently" is incredible low quality. On a "ATM as % of Market Cap" the offering were not outrageous.
New ATH for WGMI top holdings looks very reasonable in 2026 - NFA
$CIFR
NEW ALL TIME HIGH! ๐
As mentioned in the post above we ALWAYS return to a Std Dev of +2
$IREN next in line for new ATH
All 4 above continue to rally and on a Z score basis weโre going to see much higher levels
Context in post above ๐ค๐ป
We added so much when thing were -1.5 to -2 on a z score basis, thatโs how you need to do it
@AirPatel360@RyanDetrick There will be a pullback this year, but it wonโt mean top is in
My analysis says a potential even steeper rally into the final top after the pullback
All in all 2026 will end as an incredible year
The everything melt up is still on ๐ค๐ป๐
$IREN $CIFR $WULF $HUT
Always returns to a โ3ฯ std dev, which historically has meant new ATH - They like to bottom between -1.5 to -2.0ฯ
On a relative basis the argument from bears regarding IREN's $6bn offering "Recently" is incredible low quality. On a "ATM as % of Market Cap" the offering were not outrageous.
New ATH for WGMI top holdings looks very reasonable in 2026 - NFA
$CIFR
NEW ALL TIME HIGH! ๐
As mentioned in the post above we ALWAYS return to a Std Dev of +2
$IREN next in line for new ATH
All 4 above continue to rally and on a Z score basis weโre going to see much higher levels
Context in post above ๐ค๐ป
We added so much when thing were -1.5 to -2 on a z score basis, thatโs how you need to do it
$USAR +$30 and 150% YTD๐
Some news today again here for this sector:
"USA Rare Earth Selected for DOE Funding to Advance REE Capacity"
ATH is base case here in the everyhting melt up - Thesis in post below from April 2026
The Rare Earth Basket is probably one of the best setups out there right now with this potential bull flag/wedge breakout
All Time Highs for the high beta names like $USAR $CRML and $MP is the target
US Gov have stakes in both MP and USAR. Investments toward the sector should also continue "En Masse" as the US can't accept being that dependent on China for REE
Disclosure: We are long $USAR and $CRML