I’ll be real with you.
This has been one of the most difficult cycle’s of all time.
A lot of it isn’t making any sense.
But behind closed doors, something much bigger is unfolding.
So, here’s an insight into what I think is really happening this cycle.
And also my expectations for the end of 2025 and 2026.
Let start with this year so far.
It hasn’t been the euphoric breakout most expected.
It’s been the sideways year.
Everyone thought this was going to be the classic post-halving run - the final explosive phase of the 4-year cycle.
Instead?
We’ve been stuck in what feels like endless sideways chop.
OGs taking profit.
Retail walking away.
And the same crowd that screamed “to the moon” now convinced crypto is finished.
That’s not coincidence.
If I were a major institution finally stepping into this space, what would I want?
- Control.
- Predictability.
- Time to build positions quietly without chaos.
And that’s exactly what’s been engineered.
The truth is - the narrative is being weaponized against the public.
All the things everyone “knows” - the halving cycle, the lag behind equities, the sell pressure -they’re being used to steer behavior.
Ask yourself this:
Bitcoin’s been hovering above $100k for months now.
Historic levels of selling from early wallets… and yet, only a 19% drawdown from the highs?
A very natural correction for any part Bull Run.
Does that sound like weakness? Or restructuring?
Tops don’t give you months to think.
They rip. They vanish.
You don’t get time to exit politely above $100k.
What we’re seeing looks far more like an intentional rotation - a handoff from early holders to deep-pocketed buyers who plan to be here for decades.
Institutions don’t chase breakouts.
They build foundations.
They turn resistance into long-term support - and defend it once they’ve finished accumulating.
If that’s what’s happening right now, it explains everything:
Prolonged consolidation.
Heavy but absorbed sell pressure.
Flat sentiment.
Record inflows from “quiet” money.
It’s not distribution at the top.
It’s preparation for the next controlled expansion.
And once this phase is done, supply will be so tightly held that the next run could unfold faster - and last longer - than anyone expects.
This isn’t hopium. It’s pattern recognition.
The data points line up. The psychology lines up.
Institutions aren’t here to buy the top.
They’re here to own the base.
They’re taking time, while most of retail gives up out of boredom or disbelief.
So call it what you want - conspiracy, theory, whatever.
But when you strip away the noise, the logic is simple:
Crypto isn’t dying.
It’s being restructured.
And those who can see that, and stay patient through the quiet…
Will be the ones celebrating when this phase flips.
Just a prediction from my 8 years in crypto.
Looks like $BTC bottomed today.
Everything is bullish, but they pushed it below $100K to scare everyone and wipe out all long positions.
I might be wrong, but I am not selling my altcoins here.
I will wait as long as it takes.
I am not selling before 10x–20x.
QE is coming soon.
Risk assets will pump hard.
And when that happens, shorts will get destroyed.
Yea, the cycle is different. It is what it is.
If you're a value investor in the crypto space, nothing changes.
If not, and you think this is a bear market, you have the choice to sell. You can sell.
That would be a massive mistake in my opinion.
QT ends December 1st. Look at crypto marketcap chart through years of QT. Higher highs and higher lows.
The strength there is telling.
U.S. government shut down will also end, and this will help at the confluence of normalization and Market Structure/Clarity.
Much data will come out about who was buying this shakeout. The story is that retail is slowly getting wiped out. Over and over.
Big money is positioning.
As someone who is part of "retail", I understand the frustration here, but stamina is needed.
I'm resolved to keep building. I'm even more resolved to do so when many of my comments are "it's over".
The storm will pass and the crypto space will grow. The slow growth we've seen of higher highs might actually turn into a more powerful burst to upside when clouds lift, though that's yet to be seen.
Trillions are preparing to enter crypto in the midst of deregulation and market structure.
I'm here for all of it.
Success in crypto is not linear.
You can literally lose for three years straight and then suddenly come across an opportunity that completely changes your life.
That's why it's so important not to give up.
You never know when your moment will come
October: Consolidation
November: Up
December: Up
January: Bitcoin ATH
February: Altseason
March: Bear market begins
April: Down
May: Down
June: Bear market bottom
Bookmark this tweet and compare next year 🔖
My October prediction:
I think we are seeing a pump to make everyone believe PUMPtober is real and soon we can get a nasty drop where Bitcoin dumps closer to the $106k level and ETH dumps near $3800 or lower, and everyone will think Uptober is canceled.
This will happen to liquidate all the bulls and mainly the retail. This phase will happen until mid-Oct ( 15th-20th max).
When everyone is bearish, people think PUMPTOBER is canceled, shorts pile up, and bears are confident that’s when the market will bounce and start giving Q4 parabolic candles likely towards the last 10 days of October.
Then October monthly will close with a massive % gain, and the Q4 parabolic pump will start, which will send BTC to $150k-$180k, ETH to $8k-$12k, and the TRUE alt season will finally begin, sending alts 10x-50x in just 3-4 months.
I can be wrong, and we keep pumping from here. I’m 85% in the market, so I want it to pump from here, but the market always does the opposite, so I’m holding 15% cash to buy the dip/prepare for this scenario.
If it goes up, my 85% will profit.
If it goes down, I will use 15% to buy the dip.
To win in this market, you need to plan for both sides.
Overall, I’m giga bullish on Q4.
it like and repost if I should do more predictions like this.
The Crypto Giga Chad bull run is coming 🔥
Cardano Founder @IOHK_Charles predicts:
"FED is going to cut interest rates, and then we're going to get the Clarity Act and then we're going to have the Giga Chad bull run" 🇺🇸
🔥Hoskinson says Vitalik will “lose his sh*t” if ADA flips ETH.
The #Cardano founder says ADA overtaking ETH would give Vitalik a brain aneurysm.🤯
“He’s not going to retire. He’s just going to drop over.”💀
If you’re still buying Ada, hoping for all-time highs, you’re doing it wrong.
And you’re going to fall behind.
The real alpha is in passive rewards that pay you in Ada or something else 🖨️
Here’s four…
Wait! Before you go, make sure to bookmark this so you can refer to it later.
Okay, here we go
🔶Wild Tangz
Full disclosure, I work with Wild Tangz on their X and a few other things as well.
That said, all you gotta do is hold their NFTs and you get a slice of mining rewards from their mining operations.
Pretty simple, and all you need is to provide an address for whatever you're mining (a BTC address, for instance).
What you need to know is that each NFT represents a slot in a mining machine, and you get rewarded based on the number of slots you own.
Very simple and rewards don't change based on traits or rarity—the best way to do it, in my opinion.
🔶Strike Finance
Holders of their token get a share of platform fees, including opening fees and borrow rates.
Over 400k Ada has been distributed to stakers so far, and it continues to increase daily.
And yes, you read that right.
Fees are distributed in Ada, not the native token Strike. I like that tbh.
I'm personally bullish on this because Strike Finance is the only Perps platform on Cardano.
With further enhancements (e.g., batcher-less orders, non-custodial staking, speed enhancements), it can get better.
🔶Angel Finance
Honestly, one of my favorite passive reward vehicles in this ecosystem, and I'm astonished it's still under 3 million USD market cap.
Token holders are rewarded in two ways:
-from lending/borrowing fees on Levvy. Anytime you use Levvy to lend or borrow, you pay about 12.5%. The majority of that goes to holders of Angel token.
-from trading profits. The Angel Finance team first started as a trading group and raised money through the token to trade tokens on Cardano.
Profits from LP farming and other trading activities are passed to holders.
The great thing about this is that Ada is dropped to you—no need to do anything. Just hold and chill.
🔶Liqwid Finance
The Aave of Cardano.
I like Liqwid Finance for one reason: stablecoin yields are in the double digits for wanUSDC and USDM. iUSD currently has the highest yield, 17% right now.
If you need good yield on stables, Liqwid is a good choice.
🔶Conclusion
Except for Wild Tangz, you don't need to buy any of the above projects' tokens to make money.
You can use their products.
For example: you can trade perps on Strike Finance, lend and borrow on Levvy Finance, and lend to assets on Liqwid instead of buying their token.
And it's probably good to get your hands on their platforms with a small amount of money to see how it all works before buying anything.
So, play safely, fam, and let me know what your favorite passive plays are.
Happy earning 💚
What happens when these Digital Asset Treasury companies learn the value of Cardano's liquid staking?
-No lock up
-No derivative tokens
-Instant liquidity
-Returns paid every 5 days
Whatever your $ADA target is, shoot for higher 🚀