.@nickducoff on why Solana is leading institutional adoption
"Seven GSIBs out of 29 have built on Solana. Morgan Stanley, JPMorgan, Citi, BNY, Sociรฉtรฉ Gรฉnรฉrale, Standard Chartered."
"You've got $3 billion in real world assets on Solana, and over 95% of tokenized equities volume. There's real consolidation happening around Solana."
"In whatever future there is, Solana's going to be a really important part of it."
๐จ MOST PEOPLE AREN'T READY FOR WHAT HAPPENS BELOW $58K
Iโve been trading crypto for 9 years and have never seen anything like this
Everyone is screaming that bottom is in, or we're going to 30k, but it won't be either of these
Reversals never happen without shaking out majority
The chart wonโt follow the same pattern forever
If this macro pattern continues, Bitcoin must eventually drop to around 30-32k in a few months, despite macro and global demand
But at some point, every pattern has to break
When? When the fundamentals and market sentiment no longer support it
A pattern should confirm reality - not contradict it. If it does, forget the pattern. It has outlived its usefulness, just like every pattern before it
If you look at previous cycles, every major bottom took time to form. You had months to buy near the lows
And that's exactly why almost nobody did
Everyone was waiting for lower prices
Everyone wants to buy the capitulation wick
But what if that wick never comes?
Then nobody buys
$16k was obviously a great BTC entry last cycle
I think everyone in crypto knew that... Yet almost nobody bought.
Not because it wasn't cheap, but because everyone was waiting for a nice round number: $10k/$15k
Or they bought too early, just like many are doing now, deployed all their capital, lost conviction, or even sold because they were convinced BTC had much further to fall
That's how bottoms are formed
My base case is that we'll spend the summer ranging, then slowly bleed toward $50k
After that, maybe one final flush to ~$42k, just enough to convince everyone another capitulation, "the final dump to 30k" is coming
But it never comes, just like it never came last cycle or the one before it
Many things about BTC price action change over time, but one thing never does
When it's the top, almost nobody believes it's the top. When it's the bottom, almost nobody believes it's the bottom.
Today 50% think that the bottom is in
Other 40% wait for 30-40k
That's why I think it's not a bottom, and we won't bottom at 30-40k
But if you read the sentiment differently, or read this later, and you already think today's price is attractive but believe it'll go even lower, don't overthink it
Most likely everybody thinks so
So just buy and hold until $240k
It's much better to buy at $50k than wait for $30k that may never come and end up not buying at all.
That's why I've already bought 30% here
Will DCA at 58K, 55K, 52K, and 50% at 42k
Want to remind you that I called each major top and bottom of the last 7 years, including exact 126K BTC top:
https://t.co/OcIL5ehN7o
And soon i will make this account private
If you read this, you probably get the biggest informational edge in your lifetime
So make sure to follow me and turn notifs on
Morning routine of crypto investor
Wake up
Get a Cup of Coffee
Check charts
Bitcoin hits a new cycle low
ETH crashing to 4 year low
Alts hitting new all time lows
Portfolio down another -10%
Saylor BTC selling FUD
Crypto market structure bill delayed
cc @WatcherGuru
The four year cycle strikes again.
Bitcoin just had a weekly close below the 200W moving average.
The first time it closed below the 200W moving average in 2022 was also in June.
Bitcoin bear markets, by the numbers.
2011: -93%
2013: -87%
2018: -84%
2022: -77%
Now: -53%
Every single one shallower than the last. The floor keeps rising because the wave of high-conviction buyers gets bigger every cycle.
This is the most bullish chart nobody's looking at.
this @Polymarket trader turned $15K into $867K betting on the 2026 World Cup
in just one month MindTheGap generated $866,973 in profit across 582 predictions
the strategy is simple: buy undervalued YES positions, fade overpriced favorites with NO and size positions aggressively when the edge is strongest
some of the biggest wins include +$31.9K on USA (NO), +$28.8K on Germany (NO), and +$23.2K on Uruguay (YES).
a reminder that on Polymarket, the biggest edge comes from pricingnot predicting