uhgsloo💹🧲

🤠🚀

[Kyle Tibbitts @KyleTibbitts]

This is an impressive chart.

[uhgsloo💹🧲 @Uhg_Sloo]

@bluewmist "Whether you think you can or you think you can't, you're right." - Henry Ford.

Mindset is everything me boi

[uhgsloo💹🧲 @Uhg_Sloo]

@MustStopMurad

[blue @bluewmist]

I fell in love with this quote:
No matter your age, you'll always wish you started younger, but today is the youngest you'll ever be. So start today.

[Sahil Bloom @SahilBloom]

I’m increasingly convinced that the willingness to change your mind is the ultimate sign of intelligence. The most impressive people I know change their minds often in response to new information. It’s like a software update. The goal isn't to be right. It's to find the truth.

[uhgsloo💹🧲 @Uhg_Sloo]

@benjamincowen Let your winners ride, let, let, let your winners ride. @DavidSacks

[Hedgie @HedgieMarkets]

🦔AI infrastructure stocks sold off sharply after Oracle delayed OpenAI data center completion to 2028 from 2027 and Broadcom's AI revenue forecast missed expectations. The Philadelphia Semiconductor Index fell as much as 5%, on track for its worst decline in two months. Broadcom dropped as much as 12%, while Astera Labs and Coherent Corp. fell more than 10%. Nvidia dropped as much as 3.2% and CoreWeave fell 11%. The selloff extended to power-related stocks including Constellation Energy, Vistra, GE Vernova, and Cummins. The semiconductor index remains up 42% this year, outpacing the Nasdaq 100's 20% and S&P 500's 16%.

My Take
Yesterday we covered Oracle's debt protection costs hitting record levels. Today they announce data center delays and the entire AI infrastructure sector sells off. I think this is what happens when execution risk meets valuations stretched on future promises. Broadcom's AI revenue missing expectations matters because these companies are valued assuming AI spending translates directly into revenue growth. When it doesn't, investors reassess.
The semiconductor index is still up 42% this year despite the 5% drop, which shows how much optimism was priced in. Oracle delaying completion by a year means revenue gets pushed out while debt service happens now, and they already have $106 billion in debt with negative cash flow. CoreWeave dropping 11% makes sense given they're spending $20 billion against $5 billion in revenue. Power stocks selling off alongside chips tells me the market is questioning whether the entire infrastructure buildout happens as planned. This feels like the beginning of a repricing rather than a one-day blip.

Hedgie🤗

[qw @QwQiao]

im sure this has been said by others before, but im increasingly convinced that in the age of ai knowing what question to ask and what problem to solve is going to be a much higher leverage skill than answering those questions and solving those problems

[Benjamin Cowen @benjamincowen]

Bitcoin had a death cross today.

Note that prior death crosses marked local lows in the market.

Of course, when the cycle is over, the death cross rally fails.

The time for Bitcoin to bounce if the cycle is not over would be starting within the next week.

If no bounce occurs within 1 week, probably another dump before a larger rally back to the 200D SMA which would then mark a macro lower high.

Trade the market you have, not the market you want.

[Sykodelic 🔪 @Sykodelic_]

Here is what you all need to understand.

I'm going to explain this in detail for you so you know where we are, and why this is nothing like 2021.

Bitcoin, and the rest of the market, are liquidity vessels.

Their cycles are NOT dependant on an arbitrary 4 year number.

But they ARE dependant on the wider liquidity and business cycle, which is totally different this time.

And you can see here on this chart that BTC mirrors exactly the:
- COPPER/GOLD chart
- ISM/PMI chart

So what are these?

The COPPER/GOLD chart is one of the best indicators to understand that state of the economy.

COPPER is one of the most widely used metals on Earth for almost all form of building and development.

When COPPER is pushing higher, it is because the economy is expanding and the demand for it is high.

GOLD, is used as a hedge and safety trade, and when that is expanding, it is because the global market is shaky and people are keen for too much risk.

What this means overall is that when COPPER/GOLD goes up, COPPER is stronger because the demand for that is higher(expansion globally) and GOLD is trending lower, because everyone is more risk on.

You can see very clearly that when COPPER/GOLD goes up, BTC moves at the same time and always has.

At the bottom of the chart we have the ISM/PMI, which is the index used to understand whether the economy is expanding or contracting.

Historically, when this is below 50, like it is now, the economy is contracting.

When this happens, as you can see, COPPER/GOLD goes down and so does BTC.

Literally in unison.

And right now, we are in the longest contraction of PMI ever recorded.

When PMI ticks over 50, we enter expansion and COPPER/GOLD also goes up... and yes, so does BTC.

So what does this tell us?

Well, look at 2021.

COPPER/GOLD had been expanding for months and was topping out, just like PMI.

In 2021 we were at the peak of the business cycle and only massive contraction lay ahead.

Right now, COPPER/GOLD is bottoming and PMI is grinding up towards 50+.

All at the same time as we are about to come out of the longest liquidity contraction ever, and into easing.

Ask yourself...

Do you think this is all a coincidence?

That this has been the longest contraction cycle, and the longest COPPER/GOLD and PMI contraction also?

No, it is not.

And that is because ALL of this is linked.

The expansion phase of this liquidity/business cycle has not even properly got underway yet, and you can see this with your own two eyes looking at this chart.

The fact here is that BTC has been pushing higher in an overall contracting global environment, and as i keep saying, the only thing that has been pushing it higher has been institutions and government adoption.

The reason it is weak, totally different to any other bull market, and cannot sustain a true pump, whilst the altcoin market has been down only is because of what I have just told you here.

Todays conditions could not be more different to 2021...

I have made this crystal clear for you in this and many other of my posts.

If you think you are gonna get a 2022 bear market from here and you can sell or your bags now, add a massive 50x short, ride it easy, then chuck your profits into BTC at 75% down...

You're fucked.

Massive expansion is what lies ahead.

Not a deep bear market.

[Unipcs (aka 'Bonk Guy') 🎒 @theunipcs]

the seemingly 'boring' price action on $USELESS as of late is a massive Cup & Handle formation on high time frame + a Falling Wedge on low time frame combo

both are generally very bullish patterns

and having these for $USELESS heading into what is primed to be a bullish rest of the year means fireworks are bound to start soon

as i've been saying for a while now, dips are for buying!

tick tock ⏰

[IncomeSharks @IncomeSharks]

$BTC - You already know how much panic sub $100k Bitcoin would create (even just a wick to $99k) for absolutely zero reason. It'd be right at the trendline, would still be bullish, and would get shorts to pile up and ultimately get liquidated.

[Cold Blooded Shiller @ColdBloodShill]

$ETH just chops around the Weekly level still while everyone gets baited out by the emotional swings.

There has been no change and the HTF view remains clearly bullish.

Unless there is a Weekly close below the key level, the market is simply doing it's job in bleeding you out.

[Sykodelic 🔪 @Sykodelic_]

Remember guys...

$100k - $102k is the 1W 50SMA, which has been the bull market support SMA since $20k.

Shared all this yesterday in detail.

Right now, somehow, we still have some people 50x leveraging themselves for longs, with a nice liq cluster at $104k.

I know its not what any holder wants to hear, but very likely we take that out.

If you only remember one thing today let it be this.

The market always feels the worst right before it reverses.

The last two times we hit the 1W 50SMA was in:

April 2025 - $74k
August 2024 - $49k

Both times, sentiment was absolutely fried, just like it is now.

And then each time, it reversed hard after tagging that level.

Until we lose the 1W 50SMA, we are simply in a very healthy correction that has a high likelihood of expansion again next.

The reason everyone fails so badly in this game is that they get max bearish right at key support, and max bullish right at key resistance.

You must be able to understand the emotional peaks and observe the data, so you do not make the wrong decisions at the wrong moment.

You either sell at or near the top, or you sell on invalidation of key levels.

You don't sell after a large correction, right at key levels that have the highest chance of a strong reversal.

[Unipcs (aka 'Bonk Guy') 🎒 @theunipcs]

daily reminder for Robinhood, Binance, and Hyperliquid to list $USELESS!

USELESS is regularly doing more spot/perps volume than majority of the memecoins listed on the above-listed CEXs

with the exception of $DOGE, USELESS is also consistently doing more spot volume than every other memecoin listed on Coinbase, Kraken, and on-chain

listing USELESS isn't just submitting to user demand, it is also going to end up being a profitable endeavor that generates a lot of fees for CEXs that list it

@vladtenev @cz_binance @heyibinance @chameleon_jeff @sershokunin

[Cold Blooded Shiller @ColdBloodShill]

Without all of the emotion, the fairytales, the "what ifs", the drama, what's actually bearish about this chart?

[The Solana Post @thesolanapost]

🚨 $USELESS (@theuselesscoin) leads 24h gains among the top 200 cryptocurrencies by market cap.

[Miyamoto @iruletrenches]

After 3+ $USELESS months of consolidation, the cursed resistance line is finally broken, absolutely shattered.

Buckle up. we’re in for an EXPLOSIVE ride.

Billions.

[Charlie @btc_charlie]

In a bull market, useless things end up at extortionate valuations.