Popcorn 🍿

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Quamfy

[Popcorn 🍿 @Popcorn_Playa_]

@Jay_BTC_Consult There's also a huge one on bitcoin:native and if $MSTR goes down, i think (not sure of the mechanics of how the ponzi works) they would be forced to sell bitcoin:native

The technical target would also be typical bear market drawdowns for bitcoin:native

[Popcorn 🍿 @Popcorn_Playa_]

@Sykodelic_ Yeah altcoins are in a very different place to where they should be, and bitcoin:native

Something really is different this time, even if #Bitcoin is trying to act like it isn't

[Popcorn 🍿 @Popcorn_Playa_]

@Sykodelic_ And conviction tested. This (hopefully) temporary deviation from the underlying macro is like being in a pressure cooker, and I've already seen a few people who we're vocally opposed to the 4 year cycle capitulate on their thesis. Kinda what u wanna see I guess.

[Popcorn 🍿 @Popcorn_Playa_]

@ChartingGuy The military industrial complex does it's business whilst they use Trump as the mouthpiece and the patsy.

He is simply following a script, yelling about lowering rates whilst doing exactly as he is told with regards to operations in Iran.

[Popcorn 🍿 @Popcorn_Playa_]

@CryptofyHub Super clean

[Popcorn 🍿 @Popcorn_Playa_]

@moonlit_ds Thanks for this - i've been on Tah for a month or so but almost never get into a run

[Popcorn 🍿 @Popcorn_Playa_]

@Zeneca I yearn for the day i can just not be online

[Popcorn 🍿 @Popcorn_Playa_]

@ChartingGuy 💯

[Popcorn 🍿 @Popcorn_Playa_]

@bryan_johnson Sheesh man u really share a lot of your life, and even your most vulnerable thoughts on the internet.

Protect your energy, and your spiritual hygiene.

Also important for longevity

[Popcorn 🍿 @Popcorn_Playa_]

@WyckArchitect you cannot be serious.

look at the XLM/BTC chart for some perspective

[Popcorn 🍿 @Popcorn_Playa_]

@StockmoneyL Could happen. But that's betting that we significantly deviate from a macro channel $BTC has been in since ~2017

https://t.co/yFS8t2TUNN

[Popcorn 🍿 @Popcorn_Playa_]

@astekz Think we follow $IGV after it closed a couple weeks below its log channel, faked out and reclaimed its trend.

Similar log channel on $BTC

[The House Of Crypto @Peter_thoc]

STUDY THIS.....

here's why.... '4 year cycle' was creating by growing and shrinking fed balance sheets.. The ISM or manufacturing index pre empted the changes to the balance sheet..

Crypto has always been incredibly sensitive to big swings in ISM.. when it is above 58 and economy is running hot, crypto has historically topped..

Crypto then sells off and bottoms as soon as ISM begins to fall rapidly.

Since 2022 there has been only 2 very brief occasions where ISM moved beyond 50. When this happened we got a pump from BTC and mini altseasons for 1 or 2 narratives. Ai/ RWA / AI agents / meme season. (march 2024 / december 2024)

Here's where it gets interesting.. Bitcoin last topped on apathy in october 2026. The ISM was well under 50 and retail never returned in great force..

Right now ISM is beginning to grind higher as fed prints T Bills to the tune of $billions per week, this is what has been causing all ships with the exception of crypto to rise... (crypto has been lagging ISM/NASDAQ/SPX) if the bottom is truly in for crypto right now then you'd have to imagine that the top will fall in 2027 or 2028 after ISM tops out..

[Popcorn 🍿 @Popcorn_Playa_]

@Peter_thoc I've seen a few ISM / biz cycle people give up on the thesis lately.

But its still very much intact, and copper gives us clues

https://t.co/HUAdsxPWOr

[Popcorn 🍿 @Popcorn_Playa_]

#Bitcoin has consolidated vs copper in previous cycles (2017) and even dumped -25% against it whilst copper has been breaking out vs gold.

The business cycle / copper/gold thesis is still in tact

[Popcorn 🍿 @Popcorn_Playa_]

@SiamKidd @proofoftalk I've had total faith in Const & OTF from the very beginning but i must admit the rapid changes are slightly unsettling, but may work out.

Shorting is genuinely a terrible idea and is the first time execution risk has even been a consideration for me with regards to Bittensor.

[Popcorn 🍿 @Popcorn_Playa_]

@astekz Think we follow $IGV after it closed a couple weeks below its log channel, faked out and reclaimed its trend.

Similar log channel on $BTC

[Popcorn 🍿 @Popcorn_Playa_]

$BTC.D after a long pit-stop ⛽️

[Popcorn 🍿 @Popcorn_Playa_]

@QuintenFrancois Seems to align nicely....

https://t.co/UCvRXYLXFL

[Popcorn 🍿 @Popcorn_Playa_]

The business cycle / copper/gold thesis also relies on
$BTC outperforming copper.

This is the chart we need to watch, and #Bitcoin closed a weekly candle retesting a break of downtrend, with a bull div on the weekly

[Popcorn 🍿 @Popcorn_Playa_]

@LLuciano_BTC Also seeing some positive signs on BTC/copper pairs as well

https://t.co/UCvRXYLXFL

[Popcorn 🍿 @Popcorn_Playa_]

The business cycle / copper/gold thesis also relies on
$BTC outperforming copper.

This is the chart we need to watch, and #Bitcoin closed a weekly candle retesting a break of downtrend, with a bull div on the weekly

[Popcorn 🍿 @Popcorn_Playa_]

@GordonGekko Everything is right where it should be for an epic run

https://t.co/HUAdsxPWOr

[Popcorn 🍿 @Popcorn_Playa_]

#Bitcoin has consolidated vs copper in previous cycles (2017) and even dumped -25% against it whilst copper has been breaking out vs gold.

The business cycle / copper/gold thesis is still in tact