I’ve conferred with Charles Hoskinson and he thinks I should name my Labubu “No Go” 🤔
Now I need Sandeep from @0xPolygon to give me his opinion for comparison purposes 🤣
There's a 90-minute window every single trading day where the market basically tells you exactly what it's going to do…
Miss it and you're guessing for the next 5 hours
Catch it and you can close your laptop before lunch
95% of retail traders have never heard of this. The 5% who know it guard it like a trade secret.
Here's what gurus doesn't teach you:
The 9:30-11:00 AM window isn't just "market open"
It's when institutions reveal their hand
Big money can't hide. When Goldman or Citadel or any major fund needs to move size, they HAVE to do it when liquidity is highest. That's the first 90 minutes.
If they're buying, price expands up from the open
If they're selling, price expands down from the open
If they're not doing shit, price chops sideways
That expansion (or lack of expansion) tells you EVERYTHING about what's going to happen the rest of the day
The 9:30 AM Rule:
Look at the opening 30-minute candle (9:30-10:00)
Did price expand aggressively in one direction?
Did it take out the overnight high or low?
Did it leave a fair value gap behind?
Yes to all three = the direction is set. Trade with it.
No expansion? Price just chopping around the open? Close your laptop. The day is garbage. Institutions aren't playing.
This single filter eliminates 60%+ of losing trades before they happen
Most traders lose money between 11am-3pm trying to "find setups" in a market that's already made its move
The profitable traders caught the 9:30 expansion, rode it for 30-60 minutes, hit their target, and went to the gym
The 90-minute trading day:
9:15 - Open charts, mark overnight high/low
9:30 - Watch for expansion off the open
9:45 - If expansion + sweep + gap = enter trade
10:30 - Hit target or get stopped
11:00 - Done for the day regardless
That's it. That's the whole "job."
A guy I know has been doing this for 6 years. $300k+ prop account. Works 90 minutes per day maximum.
His words: "I used to trade 8 hours. Made nothing. Now I trade 90 minutes. Make $15k/month. The extra 6 hours were literally costing me money."
The market shows you its hand every single morning
Most traders are too busy staring at 15 indicators to see it
The 9:30 window is free information. Institutions can't hide their size.
You just have to learn to read it.
Or keep trading from 9:30am to 4pm wondering why you're not profitable
Your choice…
The 4-year cycle is an illusion.
Copper doesn't run on a calendar. Neither does the S&P, the Russell 2000, or anything else on the risk curve.
Every asset class moves with the business cycle, and crypto is no different. It's just the last one to move.
The 2012, 2016 and 2020 halvings all landed right as the business cycle flipped to expansion. 2024 didn't, and that's the cycle everyone said felt broken.
Our business cycle index just confirmed expansion as we approach the precipice of an AI productivity boom.
This will be a bull market like no other.
The 4-year cycle is an illusion 0:00
Bitcoin's first bear market 0:36
Halvings and the business cycle 1:05
Why this cycle felt confusing 1:59
All-time highs and ETFs 2:49
Why it isn't logical 3:24
Copper vs gold 4:52
QT ending 6:37
Russell 2000 7:04
End of the risk curve 7:48
Altcoins in 2026 8:23
AI productivity boom 8:59
Business Cycle Index 10:14
What expansion means 12:59
Final thoughts 14:18
i can tell you now from experience you are going to overtrade if you spend your time on the 15 minute chart checking price action daily
separate your spot account from your perps account from your onchain degen account
it is detrimental to your returns to try to catch every local top & local bottom
go study past bull markets, look at how long these uptrends last, for altcoins you can be more aggressive because their trends are usually faster, 4-6 months of outperformance and then new leader usually emerges, especially if it goes 10x+ on size, but there will be rare cases this cycle where alts actually become stronger investments as they go up because their revenue will also meaningfully increase, will be important to update your thesis with the changing information, prior cycles alts topped purely on attention shifts & momentum dying out but insti capital will continue to aggressively bid these coins in certain cases where there is real data that changes the outlook
last cycle bitcoin bottomed in jan 2023 & topped in october of 2025, that's ~ 33 months of uptrend, if bottom is in for this cycle which i believe it is, we just bottomed in july, its only month 4.
during the longer bull market there will be mini bull markets where certain alts outperform, it is your job to identify these alts & compound your winners into long term investments
good luck 🐂🀄️
Ray Dalio just said the quiet part out loud.
"If you devalue the money, it makes everything appear to be going up."
The stock market boom is a lie…
What we're really witnessing is the death of the Dollar, not the growth of the economy.
99% of people have absolutely no idea.
Gn fam!
We will be back live tomorrow to kick off another week of The Hangout!
I have a bunch of cool posts I found this weekend about trading strategies and technical analysis to check out live on the show.
Set those reminders (links in the comments) and see you soon!