Guy Rhys

Magic Internet Money Enthusiast | Occasional Nerd

[Guy Rhys @GuyRhysTalksBS]

@CryptoProfAdam G

[Guy Rhys @GuyRhysTalksBS]

@thewitcher @Fools_Theory Epic! Now, announce the Console Mods update for later in 2026 so we can have a fresh playthrough before this gem drops 🙏🫠

[Guy Rhys @GuyRhysTalksBS]

@nsquaredvalue The results are already telling. Looking forward to the disbelief rally 📈

[Guy Rhys @GuyRhysTalksBS]

@thewitcher @XboxGamePass wen console mods?

[Guy Rhys @GuyRhysTalksBS]

@CalebFranzen @saylor Big players usually buy/sell when they can, not when they want to. Liquidity was needed so if a large buyer like Saylor comes, there is no other option really. 🤷🏻‍♂️

[Guy Rhys @GuyRhysTalksBS]

@Rob_Jones19 Ngl, I’m in solid fear too. Back at square 1 from 03/24, being mostly break-even after so much time&effort spent is demotivating but that’s exactly why we can’t quit as many have it much worse I bet.

[Timothy Peterson @nsquaredvalue]

Bitcoin: ETF coin drawdowns are better sentiment indicators because they reflect actual selling pressure without moving averages (which are backwards looking) and price bias (which measures fiat rather than bitcoin).

Because the metric counts bitcoin units held, it remains dollar-neutral and immune to fiat price scaling. Fiat price series embed volatility, leverage effects, and currency regime noise; coin balances isolate conviction.

[Ondřej Tesárek @bratricek]

Fuck Dubai, lol

Czech Republic
> NATO
> EU
> safe western democracy
> after 3 years HODL no capital gain tax
> $4800/year tax-free limit for spending crypto
> basically zero property tax
> local central bank and currency - no ECB - crypto regulatory sovereign
> huge crypto industry
> huge Bitcoin conference @BTCPrague
> gun ownership secured in the constitution

You dont have to leave your own civilisation to live legal, safe, crypto rich life.

Dubai is shallow steel in the middle of a desert. We have a soul.

Come.

[Tomas @TomasOnMarkets]

The dollar has weakened over the past week or so, which is good new for risk assets like stocks and bitcoin.

We've had two bearish dollar factors - ultra-dove Hassett emerging as clear favorite for Fed Chair, and December rate cuts odds flipping wildly from less than 35% to more than 80%.

I think we might have been getting close to "dollar wrecking ball" territory in recent weeks.

Generally, the more the dollar (DXY) strengthens, the more risk assets struggle.

This is often a leading relationship (i.e. the dollar often moves first).

Risk asset bulls probably want to see DXY weaken a lot further from here.

If we look at DXY from a very simple technical perspective - you can see it two different ways.

A big rounding bottom and all set for a move higher.

Or a long "consolidation range" type pattern before another eventual leg lower.

You can choose which one you prefer to fit your narrative.

It's "pick your own adventure"!

[Guy Rhys @GuyRhysTalksBS]

@bitcoindata21 The results really show that not enough retail had capitulated... more pain and/or time likely ahead

[Guy Rhys @GuyRhysTalksBS]

So it's consensus that:

- We missed the top at 126K
- We are starting the bear market
- We are "losing key levels"
- Saylor is a retard
- Alts and memes are dead
- The 4y cycle is valid
- "AI bubble" will soon pop and crypto goes with it

I don't like when ppl agree this much.

[Guy Rhys @GuyRhysTalksBS]

@alexbruesewitz The best pieces lately came from S.Korean filmmakers imo. Also many great directors/producers simply chose Netflix to create with more freedom and higher budgets. It's a shame but it makes sense...

[Guy Rhys @GuyRhysTalksBS]

Aka everyone capitulated?

[Cointelegraph @Cointelegraph]

🚨 AERT: Market-maker Wintermute warns fresh capital has dried up. Stablecoin, ETF and DAT inflows have leveled off.

"Crypto now relies on recycled liquidity rather than new money."

[Guy Rhys @GuyRhysTalksBS]

@USEmbassyPrague GM! Jak to prosím vypadá s DV-2027 a případnými termíny? Cash na Gold Visa bohužel nemáme 🙃

Je určitě plno lidí, co by se rádi legálně přesunulo do USA - myself included.

Díky, God bless America 🇺🇸🍔

[Guy Rhys @GuyRhysTalksBS]

Got some new HOPIUM 🫶

The whole point is based on the fundamentals of capital market rotations.

Front-run with max risk -> extract into low risk -> rotate back into higher risk as credit and liquidity loosens -> low risk ♻️

Hear me out:

2024
- massive front running of risky assets amidst BTC ETFs (rising tide) and AI wave (new and shiny) + memes
- “normies” went for BTC, “natives” aped straight into highest beta possible
- both groups had the same mindset “Why buy A when B is higher beta?” based on 2020/2021 bull.

2025
- smart money understood what happened and moved to trad-fi while extracting as much as possible.
- Moved from high risk to lower risk amidst tariff wars.
- Stayed off-chain and shilled treasury companies (no money into crypto) but we got a squeeze up after major capitulation across all markets.
- Once that ran out and extracted even more money, it was time to move to even lower risk (large caps, gold, etc.)

Currently
- Gold had a massive run, most likely done
- Stocks had a massive 2025 performance overall in all MC brackets.
- Crypto “lagging” but not really. BTC keeping pace with anything outside the Mag7 etc. / Alts have hope only IF euphoria returns.
- QT ends and credit loosens.
- End-of-year profit taking WILL happen and it could rotate into higher risk again and catch anyone who capitulated due to “4y cycle” off guard.

Maybe far fetched but it holds up the basics of market theory so far imo 🤷‍♂️

[Guy Rhys @GuyRhysTalksBS]

I genuinely believe that the most critical and vastly overlooked bubble is the:

GAMBLING BUBBLE

It’s sickening how far the world has fallen to the mass addiction to gambling.

If karma, honor, morality and ethics are a thing… humanity is walking on a tight rope.

[Guy Rhys @GuyRhysTalksBS]

The game of narratives, expectations, catching knives without invalidations and vibes is always "rigged".

But it's not at the same time. That's literally how the market works - it destroys you if you don't manage risk.

Vibes are not a viable system.

[Xeer @Xeer]

This game is rigged, and I’m done.

Lost $3M+ trying to buy dips, thinking the market would bounce. It didn’t. Every move I made, catching falling knives, rotating to different metas:

• The TCG meta that ended before my PSA 10 slabs even arrived
• The infofi meta with Kaito, Wallchain and Xeet that ended up farming me instead of the other way round
• The perp dex meta liquidated me overnight
• The privacy meta that until today nobody can explain why it pumped
• The x402 meta that lasted less than a week
• The robotics meta that was pure on-chain larp

doubling down on $ASTER, $XPL, $PUMP, ended the same way. Down 90-95%, then panic selling the bottom. Tried leverage to claw back. Made $35K, thought I could run it back up again. Now I’m staring at liquidation, watching my last penny slip away.

Everything I built in the last 1.5 years is gone. Just three months to wipe it all out. That’s the game. Long enough to make you believe, quick enough to remind you who’s in control. You either exit with your life changed or exit with max pain.

This market isn’t what it used to be. Too much manipulation. Too many traps. The people who win aren’t the ones who are smartest or best traders. They’re the ones with the most size, best info, and the patience to wait. I played their game and lost.

Stepping away. Not bitter. Not coping. Just accepting reality. To all the friends I've made along the way, thank you for being part of the journey. Best of luck to those still in the trenches.