$BTC bullish move. Again, testing the upper boundary of the channel.
Looks like it wants to break above it this time.
But still need to see it confirm above $71.8k (see post below) for full confidence of relief rally.
A nice start, though.
BREAKING:
CZ JUST KILLED THE 4-YEAR CYCLE.
WE’RE ALREADY IN A SUPERCYCLE
AND MOST PEOPLE DON’T EVEN SEE IT.
For 15 years the halving dictated everything:
Supply shock, retail FOMO, parabolic top, brutal crash.
This time the rules changed.
- Bitcoin hit ATH before the halving
- Institutions loaded up first
- ETFs now hold over $120B
- BlackRock, Fidelity, JPMorgan are all-in
- Sovereign nations are preparing reserves
- Global regulation is maturing fast
The rally wasn’t triggered by the halving.
It was triggered by structural demand.
Liquidity. Capital flows. Institutional adoption.
Bitcoin isn’t retail speculation anymore.
It’s a global macro asset plugged directly into the financial system.
The old cycle didn’t die.
It evolved.
What comes next is bigger than anything we’ve seen:
- Deep TradFi integration
- Bitcoin as collateral in banking
- Sovereign balance sheets adding BTC
- Retail entering after institutions, not leading the charge
This isn’t a bubble forming.
This is infrastructure being built.
The supercycle isn’t coming.
You’re already in it.
Recognize it.
Position accordingly.
The Old Money System Just Hit Its Breaking Point - And a New One Is Rising.
On December 1, 2025, something historic happens that almost nobody in the mainstream is talking about:
The Federal Reserve crossed a line it can never uncross.
Quantitative Tightening ended. The balance sheet froze at $6.57 trillion.
The Fed drained $2.39 trillion out of the system - the largest liquidity withdrawal in world history - and instead of stabilizing the system, it exposed how fragile it truly is.
Then the real shock hit:
• The Reverse Repo safety valve (once stuffed with $2.5T in excess cash) has collapsed to almost zero.
• Bank reserves have dropped to $3T - the danger zone.
• Treasury markets buckled. SOFR spiked.
• The Fed’s “emergency-only” Standing Repo Facility suddenly became a daily requirement, not a crisis tool.
• And now the Fed effectively promises:
“Any Treasury bond can be instantly turned into Fed money, anytime, no limit.”
This means the Fed is no longer a lender of last resort.
It’s the lender of every night.
The old system is permanently broken.
This is not a “policy shift.”
This is the birth of a new monetary regime.
A regime where the U.S. government must rely on the Federal Reserve every day simply to keep Treasury markets from seizing up.
And when a money system must be rescued every 24 hours, it is no longer a money system.
It is life support.
THE GOOD NEWS: A NEW SYSTEM IS ALREADY BEING BUILT.
While the old, opaque, debt-soaked fiat system enters the “Standing Repo Era,” the world is quietly building a brand-new global financial architecture on top of Distributed Ledger Technology (DLT):
1. The GENIUS Act (Stablecoin Law)
For the first time in U.S. history, stablecoins are federally regulated as real, dollar-redeemable money backed 1:1 with high-quality liquid assets.
This isn’t “crypto speculation.”
It’s programmable U.S. money that moves at internet speed, settles instantly, and operates outside the bottlenecks of legacy intermediaries.
2. ISO 20022 (Global Messaging & Transparency Standard)
This standard — now fully activated across global banks and clearing systems — exposes what used to be hidden:
• transaction routes,
• embedded fees,
• collateral shortfalls,
• liquidity leaks, and
• fraudulent flows previously buried inside SWIFT’s opaque formatting.
For the first time, global money movement is transparent, structured, traceable, and auditable.
In Biblical language:
What was done in darkness is now being shouted from the rooftops.
(Luke 12:2–3)
3. The CLARITY Act (Digital Commodities Law)
This legislation, now advancing again after the shutdown ended, will define:
• which digital assets are securities,
• which are commodities,
• how decentralized networks are certified,
• how exchanges operate, and
• what “mature blockchain systems” are allowed broad public access.
This opens the door for commodity-grade digital assets like XRP, XLM, ALGO, HBAR, etc., to become infrastructure rails, not speculative toys.
4. Real-World-Asset (RWA) Tokenization
Real estate, commodities, bonds, invoices, treasuries, trade credits, and entire supply chains can now be converted into digital tokens on a ledger - with:
• fractional ownership,
• real-time settlement,
• reduced counterparty risk,
• global liquidity, and
• transparent valuation.
Trillions will migrate onto ledgers.
Not because it’s trendy - but because it’s cheaper, faster, safer, and more honest.
5. Sovereign Trade + Mutual-Consent Architecture
Nations are now negotiating trade, tariffs, supply chains, and settlement directly over interoperable DLT rails - without needing to beg approval from:
• the IMF,
• the World Bank,
• the BIS,
• private central bank cartels, or
• unaccountable NGOs.
This moves power out of centralized globalist bodies and back toward:
•sovereign countries,
•commercial banks,
•corporations, and
•individual citizens.
(.. part 2/2 cont’d👇🏽)
@USTreasury@Ripple
Bitcoin is going to rally to at least $145,000 from here.
And there is a 99% chance it will find at least its local bottom in the next 5 days.
And this is based off of the last 7 years worth of Death cross data since the beginning of the 2017 bull run.
This is hard data, not my opinion.
Every time the 1D 50SMA and 200SMA cross over to the downside(blue line goes below yellow line), that is called a Death cross.
And every single time it has done it in the last 7+ years, it has marked at least a local bottom within about +/- 5 days, with at minimum a 45% rally from the low.
We are about to get the next death cross in about 5 days from now.
Here is the actual data(some are not included on this chart due to size and clarity on the chart):
28th March 2018: Local bottom on the day it crossed at $6,480. Price went on to rally 50%.
26th October 2019: Local bottom on the day it crossed at $7,337. Price went on to rally 50%
25th March 2020: Actual bottom 9 days before the death cross at $3,907. Price went on to 17x to 2021 ATH.
19th June 2021: Actual bottom 3 days after death cross at $28,800. price went on to rally 130% to 2021 second ATH.
14th Jan 2022: Local bottom 7 days after death cross at $33,000. price went on to rally 45%.
11th Sep 2023: Actual bottom on the day of the death cross. Price went on to rally 200% to new highs.
8th August 2024: Actual bottom 3 days before the death cross. price went on to rally 120% to new highs.
6th April 2025: Actual bottom on the day of the death cross. Price went on to rally 69% to new highs.
You can go and check these for yourself.
Again, this is not my opinion... this is cold hard data that shows us a Death cross always marks at least a local bottom.
And even if you are in the bearish camp, in every bear market it has provided at least a 50% pump before continuing to new lows.
In the absolute worst case scenario, we are going nicely higher before lower. These outcomes have only happened in a bear market, which as you know, my opinion is that we are not in one.
Best case scenario we rally strongly to new highs, which is my base case.
And this is very strong backing of that.
Think your Ledger makes you safe...
What happens if someone demands your seed phrase at gunpoint?
Your Ledger won’t protect you from that.
Here’s how to truly secure your funds against any threat👇🧵