Updated portfolio allocations as of Today, 26 May 2026.
$IREN and $CIFR continue to win, and $TSLA is holding strong, ready to break out soon.
$IBIT is a slower burn. Looking promising in the next few weeks/months, but Bitcoin does its own thing.
The move from $16,000 to $126,000 to $60,000 was not a full cycle move. It was just a re-basing before the actual bull run. The actual bull run will take us from $60,000 to at least the $315,000 area. It will correspond with an actual economic and business cycle. Newbs will see.
$TSLA still range bound in this long-term tightening wedge. No violation of the trend, just a waiting game.
Likely getting some liquidity pulled out to fund SpaceX IPO purchases, as the retail buyers largely overlap.
$IREN hit hard today. Down about 12% plus more after hours.
Broke below the S/R zone in the low 60s.
Volume support at current level ~$53-57
Local trend support at ~$50
Don't see it going much lower than that without another broad selloff or fundamental catalyst. Still cautious.
$CIFR hit hard today. Down about 12% plus more after hours.
Local resistance-turned-support zone $21.70-22.30.
Volume shelf at the same, current level.
Trend support lines converging at ~$21
Bad day for this one, but looking good in the coming weeks.
$MSFT This is a new one for me. There's a boatload of support short term support between $410-415.
Expect to see this one rebound to the 200 day moving avg at $456 then into the next volume shelf at $475-480.
Whenever you see Bitcoin's price drop, check the power law chart.
Bitcoin's price currently sits at around $66,000 per coin.
The support level (that Bitcoin has never dipped under), is c.$58,600.
It's linear value (ie the green line), suggests Bitcoin should be around $165k per coin today.
The resistance line, that it surpassed in 2014, hit in 2018 and got 70% of the way to hitting it in 2021, is $581k today.
This tells me one thing: Bitcoin is undervalued, underappreciated & misunderstood.
For those that understand what it is, this is an opportunity.
This is like $5k in 2020, or $16k in 2022.
What would you give for an opportunity to buy at $16k again?
We'll be speaking of $60k in the same way in 2029.
There are calls that Bitcoin is dead. That this is the start of Bitcoin going to zero. That its going to drop to $40k before miraculously returning to an ATH.
All predictions made by people who are using emotion, rather than historical data & math.
Bitcoin as incredibly oversold at these prices.
It wont stay like this forever. Those hoping it fails are going to be in the wrong side of history.
I'm buying more.