$BTC UPDATE + $100 USDT GIVEAWAY
While successfully calling the 58K to 78K pump on $BTC, we've gained some new followers.
Welcome aboard!
I will be rewarding 1 person with $100 USDT who comments & reposts this post, for their loyalty moving forward with P-Circle. Criteria:
➡️ WE MUST REACH 5.2K FOLLOWES BY 5TH OF SEPTEMBER.
Not only this $100 giveaway, but I'll also discount all the Premium Channels by -61.9% for first 20 subscribers. Now good luck!
Time for $BTC update:
Yesterday I predicted that the daily candle will close red, & I said that when it was big green.
This increases our chances of dropping soon as I gave current dates as local topping dates.
This down move should go to at least mid 70K's to early 70K's.
There's also one level in between which if loses on weekly according to my latest mini 10-pager Report, then we should later see lower only.
For short-term there are 2 paths, either wo closer to 82K and then go down, or we go down instantly into low/mid 70K's for a retest. The quoted post discusses timing more precisely.
Don't forget to follow, repost, & comment to help yourself qualify for the $100. Chances of you winning are good as I don't have a million followers, yet.
$ETH, Liquidity & Alt‑Season Conditions – Explained
Look at $ETH Liquidity chart the same way we did for the $SPX: liquidity regimes matter. If you're waiting for Alt‑season since last proper one in 2020-21, watch ETHEREUM more closely than $BTC. It’s a better barometer for Alts performance.
Let's see the pattern of when Alts last took off... There are only two true Alt‑season periods to learn from: 2017‑18 and 2020‑22. In both cases, Bitcoin rallied first and then slowed while capital rotated into smaller coins.
• 2017‑18: Money supply was high and liquidity was loose. That was enough for a decent Alt‑season.
• 2020‑22: Liquidity wasn’t just loose, it was very loose. The money supply expanded, the Federal Reserve’s balance sheet and the U.S. dollar index $DXY were falling, and short‑term interest rates (2‑year yield) were dropping. Those combined factors created a monster rally in Altcoins. A drop in Bitcoin dominance followed, signalling that traders were rotating into riskier assets.
So why was 2017‑18 only “loose” while 2020‑22 was “very loose”? Because in 2020‑22, even though money supply wasn’t as high as 2017‑18, the $DXY and 2‑year yield were dropping and that’s more important than raw money supply. A falling balance sheet and lower yields add more fuel to liquidity than money printing alone.
We don’t bother with 2010‑13 data because Crypto (BTC) was born during a QE environment. To compare apples to apples, we start from 2016 onward.
Why Money Supply alone isn’t enough?
Money supply matters, but it’s not everything. For example, in 2024 the money supply was rising, and $BTC did fine, but $ETH and most altcoins didn’t. They need a special cocktail: loose money supply plus falling yields and a weakening $DXY. BTC can rally in tighter conditions; Alts can’t. The higher you go on the risk curve, the looser the liquidity you need.
What about now (2026)? Right now liquidity is very tight:
• $DXY is moderately high (not supportive).
• Money supply growth is weak.
• The 2‑year yield is elevated and stubborn.
Even with FED pausing its balance‑sheet tightening (QT), the overall mix remains restrictive for alts. That’s why there’s no real Alt‑season yet—and why even $BTC has struggled recently. Though, the Bright Spots:
• The FED’s balance sheet is no longer shrinking aggressively.
• Money supply looks like it could start improving (though it might take a recession or market crack to trigger it).
• $DXY is stable, and while it might bounce (a “dead‑cat” rally), it’s not in a runaway uptrend. This is also mentioned in Report 2-B.
I can’t predict the 2‑year yield with confidence. It depends on too many factors. But until it moves lower, liquidity stays tight.
So what’s the play?
• Don’t expect an Alt season soon. Altcoins might front‑run improving liquidity and rally before conditions fully loosen, but that’s usually after a scare (a spike in yields or DXY).
• Survive the scare. A mid‑year “2‑year yield scare” or DXY spike could be the positioning opportunity before the real easing cycle.
• Be selective. Out of thousands of Alts, only a handful will truly perform. $ETH is the safest bet if you want exposure; it tends to lead Alt‑moves. And when the right conditions arrive, Alt gains can embarrass $BTC and BTC gains can embarrass the S&P 500's.
In Summary: Know the right Alt‑season conditions—as 2017‑18 and 2020‑22 taught us—and compare them to today’s tight regime. Until liquidity loosens again, focus on surviving and positioning.
Now, you're equipped with far more knowledge, hence far more power, than majority on X shouting "ALT SEASON!! ALT SEASON!!!" in literally every other post.
Dive into Crypto 101 — Edition 9! 🚀
This time, we break down one of the most common questions in Web3: What’s the difference between coins and tokens?
Plus, discover how the $NODL asset fits into this ecosystem and why it’s more than just a token 👇
THE DOOMSDAY MYTH ON X
#6/9 - Myth Buster Series from My Macro Report:
❓ Myth: "People Declared Bear Market at First Top ($112K). $BTC Will Crash & It's Over."
✅ Busted: “There are 2 Camps on Twitter: Some say we'll be in a Bear Market doomsday by late October around $70K levels, Others believe price will be North of $170K.
What if I tell you, I expect long range Accumulation such that by Early October 2025 I see Bitcoin (ABOVE $98K but BELOW $127K) with 99% Confidence and (ABOVE $100K but BELOW $115K) with 80% Confidence.”
The analysis are already laid out but to explain a little more…
I believe more or less Bitcoin will be same prices or Higher because Price floor is moving higher in an EXCELLENT fashion. So, if there is any Dip before October we would likely easily clear to regain current Prices. Or if there is any Strong Rise before October it would start correcting back into current prices.
These are my analysis from June Macro Report when $BTC was consolidating in $105K-$112K Range. And besides, I Expect Dates of Actual & FINAL ATH, this cycle, will be between: 3rd November to 27th October.
(Crash will come, but not rn. There's still some fuel left.)
Enjoying The Twitter Myth Busting Series? Let me know in the Comments 💭.
There are 3 more myths remaining from the "Myth Buster" Section of my Macro Report, released 3 months ago. The 2-Pack Report (A & B) was aimed at Predicting $BTC Cycle ATH Date and Price.
🔄 Let's get 50 Reposts again, and the Next BIG Myth gets Busted RIGHT AWAY!
LET'S GET 20 Reposts and I'll share a Very GOOD $ETH Insight sharing why is ETH not breaking down at-least as of now, despite BTC Going Down aggressively as was Predicted.
Share with Me your Thoughts as well?
I'll either way share it on My Telegram (Link in Bio) with or without reposts