Yesterday we unstaked a large slug of HYPE. We did not unstake to sell.
This is why privacy matters. Our funds are constantly tracked, forcing regular wallet rotations. Institutions need privacy to operate. This is why we’re long $ZAMA and $ZEC. Zama unlocks private defi, Zcash is the leading private store of value chain.
As capital markets continue to move onchain, privacy is paramount.
$BTC: Report of the Century:
Today I am making one of the biggest announcements since I sold the top in September 2025. I am taking profit on every single crypto short. The Bitcoin short built between $115,000 and $125,000 is closed now with a gigantic gain. The $80,500 short, built between $79,000 and $82,000, is closed with another massive profit. The 100+ altcoin shorts I opened over the last several months are also closed, locking in another enormous win on top. The time of drinking tea is over. Congratulations to everyone who ignored the noise, trusted the framework and followed me from September 2025 until today.
Buying Bitcoin Spot:
For the first time since September 2025, I am buying Bitcoin spot again. Today, I entered at $64,000 for the absolute long term. For the first time since 9 Months I am buying Bitcoin for the long term! It is the beginning of a structured accumulation strategy, and I will execute it with the same discipline that allowed me to sell the top.
The Accumulation Strategy
Everyone who followed my strategy at $115,000–$125,000 remembers exactly how it worked. Every day Bitcoin traded inside that zone, I sold 10% of my spot position and added shorts. I did not care whether BTC was at $116,000, $120,000 or $124,000. Now I am doing the exact same thing in reverse. Every day Bitcoin remains between $54,000 and $64,000, I will buy 5% of my allocated capital in spot Bitcoin. Not 10% this time, but 5%, because I want to spread the accumulation across a wider period! If Bitcoin stays at $62,000, I buy. If it falls to $58,000, I buy. If it drops to $56,000, I buy. If it wicks into $54,000, I become more aggressive. If it returns to $64,000, I still buy. As long as Bitcoin remains inside this zone of 54-64k I am buying every day with 5% of my entire capital limited to 20 days.
The Technical Zone and Sentiment Shift
The legendary weekly MA200 sits in this region and is now being tested from below. Bitcoin already reached the lower section of this area last week. The top of the 2024 consolidation box also aligns with it. More importantly, sentiment has completely flipped. And I need to say, there are more bears, much more bears than bulls outside, and I dislike being one of many. The same people who were screaming for $150,000 at the top are now desperately waiting for $40,000. X is flooded with targets of $50,000, $45,000, $42,000 and $38,000. Retail is once again standing on one side of the boat, convinced the market owes them the perfect entry.
Front-Running the Herd
Since I announced the 50-40k region as my deeper bear-market target, most of crypto X has copied the same narrative. They copied everything, The market is not blind. The market knows retail is sitting in cash waiting below $50,000. They know people are terrified to buy at $64,000 because they have convinced themselves they will receive Bitcoin at $40,000. I am not going to stand behind the herd and beg the market for the same price as everyone else. I am front-running them. And the next that is following is also going to increase the price and so on, and the chain will be continued and those who are waiting for lower can stay there waiting forever.
Just because the four-year cycle worked at the top does not mean it will work at the bottom. Right now, everyone is waiting for September or October as if the market has already programmed the bottom into the calendar. Do you understand how insane that is? Ask anyone when they plan to buy and they will tell you September or October. Ask them why and they will repeat the same answer: because of the four-year cycle. That is the 1+1 herd behavior. What if the real cycle is not exactly four years? What if it is three years and nine or ten months? What if the market bottoms before the date the entire crowd is waiting for? Bulls are waiting, bears are waiting, and everyone is using the same indicator to justify the same timing. That alone shold cause panic to all waiting for the 4 years cycle to happen. Markets do not reward the masses for memorizing a calendar. I am betting against the four-year-cycle bottom. It is not happening. The bottom comes earlier.
The Structural Shift Around Bitcoin
The deeper reason for the change is not technical. It is structural. The environment around Bitcoin is shifting at a speed most people still do not understand. Regulatory clarity, tokenization infrastructure and institutional adoption are all moving forward at the same time, and the legal framework being built right now has the potential to unlock trillions of dollars of institutional capital that has been sitting on the sidelines or parked in the stock market waiting for certainty. Combine that with Coinbase's institutional buildout and BlackRock's fully operational ETF ecosystem, and we are no longer looking at the same Bitcoin market that existed six months ago. The CLARITY Act could go through on August 10 depending on the Senate, and that is not a small event. There is a reason the entire world is now racing to regulate crypto with full speed.
BlackRock, Vanguard, JPMorgan, Goldman Sachs and the New York Stock Exchange are already inside the DTCC live tokenization pilot. Microsoft shares, SPY, QQQ and US Treasuries are being tested as tokenized securities right now, with the official launch planned for October. Stocks, ETFs and Treasuries are moving on-chain, and the largest institutions in the world are adopting blockchain rails while retail is still debating whether the bear market is over. On top of that, Citadel just invested $400 million directly into https://t.co/R0aEy9w9Rx at a $20 billion valuation. The biggest players are deploying capital now, at scale, before the crowd understands what is happening. The infrastructure is being built directly in front of everyone, and I move my capital when the biggest capital in the world starts moving, not after
In Regards of the Stock Market Crash:
I am keeping every single SP500 short open. Bitcoin and the stock market are not the same trade, and they are not at the same point in their cycle. The crypto bear market began in October 2025 and continued for nine months while the stock market refused to fall. Bitcoin dropped 52% from 125k to 60k. In the same window the SP500 made new all-time highs. Crypto has already been repriced while stocks remain over valued. Therefore there is a very high probability that the Crypto Market will benefit from a Stock Market crash, as profits will move from over valued assets into under valued assets, and in times of Tokenization Hype, Stablecoin talk and the Clarity Act, these funds will very likely move into the Crypto Market.
One More Thing: I called 40-50k as the target and I was clear about it, I called 60k when Bitcoin was at 120k, and at 60k I said 40-50k is coming, But when the entire crowd on X starts waiting for the exact same level, the market almost never delivers it. Six months ago nobody was calling for sub-50k. Today every single account is. That is exactly when the target gets taken off the table. I now believe we will not see 40-50k at all this cycle. The setup that would have delivered that level is dissolving in front of the tokenization revolution, the CLARITY Act, and the biggest capital in the world moving in. Changing my view when the facts change is what a good trader should do. It is exactly why I made massive profits shorting from 120k, and it is why I am accumulating now while others are still waiting for a bottom that will not come the way they want it.
That is why I am buying now. The crowd has become aggressively bearish and the conditions required for a much deeper collapse are beginning to weaken in front of the regulatory and tokenization revolution. I would rather begin building a position before the crowd understands the shift than chase Bitcoin after confirmation at much higher prices. Buy earlier before the mass starts to understand.
seandainya dulu beli Btc di covid..
seandainya dulu beli ico Bnb..
seandainya dulu beli ico Sol..
seandainya dulu beli Pepe sebelum list Cex..
seandainya dulu beli Shib sebelum list Cex..
jangan kebanyakan seandainya !!
Hyperliquid tiap hari cetak duit jutaan dolar cuma buat buyback HYPE terus di burn untuk selamanya
hyperliquid:native ke $689 uda kepastian. kalian malah jual di $60?
masih gak paham??😮💨
🚨 hyperliquid:native | Important Update
Current price: $59
After taking a broader look at the chart, the structure is starting to look less like a simple correction and more like a continuation of the downtrend.
📉 There's a possibility that a new 5-wave bearish structure is forming, and that's something worth paying attention to.
The key level right now is:
🎯 $62
If hyperliquid:native can reclaim and hold above that level, the bearish outlook becomes much less concerning.
However, if weakness continues and price keeps trending lower, then a move below $50 becomes increasingly likely.
💰 Personally, I wouldn't panic in that scenario.
I'd be preparing capital to accumulate for the long term.
The best opportunities often appear when fear is at its highest.
❓What's your take?
Do we reclaim $62, or are we headed below $50 first?
👇 Share your thoughts below.
📌 Most crypto accounts explain what happened yesterday. I try to map out levels before price gets there. Follow now, and you'll be able to judge these calls before the crowd catches up. 🚀
🚨 BTC PERFECTLY FOLLOWS WYCKOFF ACCUMULATION PATTERN
I've perfectly called this setup 1 month ago
Let me be direct: real whale accumulation has NOT started yet
Everyone who is calling $60k "the bottom" doesn't understand what phase we're actually in
Just look at the chart:
Phase B = Secondary Test, big players are TESTING support, not loading
They push price down to see if weak hands panic, then let it bounce - that's what you've been watching
The Spring hasn't happened yet
The Spring is Phase C - the violent shakeout BELOW support that everyone misreads as the crash
That's when institutions actually load. Not before
$60k feels like support right now - that's exactly the trap
My roadmap:
1. Bounce to $67-72k first - CT will call it a recovery
2. Confirmed rejection, lower high printed
3. Breakdown below $55k and panic everywhere, the Spring, Phase C shakeout - THAT is where real whale accumulation begins
4. Then $80k -> $150k+
Remember, I've perfectly called $16k bottom, $126k top and $83k -> $59k move
BTC is not cheap at $60k for institutions who are planning a $150k+ exit
They need to buy at $50k or lower and they will engineer that price
Follow + notifs on, I will keep you updated!
I warned you about this dump.
Bitcoin is now following the path to the market cycle bottom:
June → Flat
July → Relief bounce
August → Dump to $50K
September → Fake bounce
October → Dump to $40K
November → Market cycle bottom
All according to plan.
Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000.
The next call will be even more important. I’ll post it here publicly like I always do.
Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
Jika benar seperti yang dikatakan @CryptoHayes
IPO SpaceX bisa menjadi salah satu event teknologi terbesar tahun ini.
Hayes menjual $HYPE dan $NEAR , tetapi masih menyisakan $WLD dalam portofolionya.
WLD adalah Sam Altman, salah satu nama terbesar di industri AI.
Apakah ini berarti uang masih melihat potensi di sektor AI ?? 🙂↕️
Saya tidak tahu jawabannya.
Tapi jika AI masih menjadi sektor terpilih .. apakah ada ALT lain yang berada di persimpangan sektor tersebut ??
Beberapa nama yang menurut saya menarik untuk diamati :
1. $WLD (YTD laporan nya masih bagus)
2. $TAO
3. $FET
4. $RENDER (YTD laporan nya masih bagus)
5. $PYTH
6. $LINK
6. $ATH
Ini bukan rekomendasi.
Hanya daftar kandidat yang mungkin ikut menerima aliran uang jika sektor AI muncul minggu depan.
Kita mulai cukup percaya diri membaca sektor yang sedang menerima aliran uang.
Tapi untuk menebak ALT mana yang akan naik berikutnya masih menjadi PR kita. 🥹
Karena itu seperti biasa, setiap Jumat – Minggu kita kumpulkan data,screenshot leaderboard, dan melihat ke mana uang bergerak.
Sejauh ini, data akhir pekan masih menunjukkan dua hal yang cukup konsisten AI & Fee Generating Protocols.
Artinya market tidak hanya membeli ALT yang punya cerita namun yang bisa menghasilkan revenue.
Besok kita screenshot lagi ..
HYPE TOP IN?
$HYPE delivered over 10% clean move since my post yesterday. no real pullback
so follow if you don’t want to miss setups like this
now price is sitting at $60. if this level fails, $45 becomes the next strong zone
think that’s unrealistic?
look at $ZEC today. strong against a weak $BTC… then cut in half within hours once panic kicked in
any negative trigger can spark profit taking and liquidation cascades
right now, all overheated coins are vulnerable - and HYPE isn’t immune
so what’s your bet - does $60 hold?
$ETH Update 🚨
Let's talk about $Ethereum.
First, now you might understand why I sold my ETH around 2,470. It wasn't because I turned bearish it was simply because I believed a better entry and bigger opportunity was coming.
For those who missed it, here's the post where I explained it:
https://t.co/n1tJR2yUFR
ETH has now reached exactly the area I wanted to see. The box I've been talking about is nearly filled, and my first limit order at $1,550 has already been triggered.
I'm officially back in $ETH.
As for my cycle target, nothing has changed: 6,100 - 8,000
Now let's focus on price action.
The major level is 1,550 support zone, which sits inside a long-term weekly accumulation range. This is a critical area for the next move.
If 1,550 holds:
A relief bounce becomes likely, with potential targets around 2,000-2,200 as price revisits previous resistance and liquidity levels.
If 1,550 breaks:
The bearish structure remains intact, and ETH could quickly move toward the next major support zone around 1,300-1,100.
For now, all eyes are on this accumulation zone. Bulls need to defend it aggressively. If they fail, the next leg down could be brutal.
Either way, I'm happy to be accumulating ETH in this area.
Is it just me or does $HYPE look scarily similar to early $BNB ?
$BNB went from $50 → $650
$HYPE sitting at $58 rn
If this is the same phase…
oh boy
Hyper-rally incoming?
- the man behind hyperliquid:native
- immigrant background
- raised by a single mother after divorce
- self-taught physics at 16
- wins gold at the International Physics Olympiad
- starts trading crypto in 2019 with $10K from a living room in Puerto Rico
- builds Chameleon, one of the largest crypto trading firms
- shuts it down voluntarily
- sees crypto drifting away from decentralization (FTX)
- decides to build something new
- co-founds Hyperliquid
- team of just 11 people
- no VC funding, no investors, no MMs
- rejects $100M at a $1B valuation
- processes over $4 trillion in volume
- generates ~$900M in profit in a single year
- core philosophy: neutrality and integrity
- fees automatically burned on-chain
- becomes one of the most profitable protocols in DeFi
- Jeff Yan
INSIGHT: $HYPE surges 19.2% following a Coinbase–Circle USDC partnership announcement.
The deal is expected to route $USDC treasury yield revenue directly to Hyperliquid, potentially supporting an estimated $146M in annual HYPE buybacks.