DivXMaN

Investor, Engineer, former YouTuber, #bitcoin

[DivXMaN @crypto_div]

Two big factors stand out for Bitcoin’s current weakness. Rates are still high, and after the run up to $126K, BTC around 66-67K still feels expensive to sidelined retail.

Most are sticking to savings rather than jumping back in. Meanwhile, anyone deploying capital is chasing AI/compute plays that’ve gone parabolic- even Bitcoin miners are pivoting to AI infra. This euphoria pulled liquidity out of BTC hard all year, spot ETFs confirm with multi-billion in outflows.

The Clarity Act advancing through Senate, the GENIUS Act on stablecoins already signed into law, and the Strategic Bitcoin Reserve are all promising. However- we’re well over a year into the crypto positive administration (nice to see the political support), but it’s still a nothing-burger for immediate market value. Policy changes happen at a snail’s pace, especially without legislative clarity. Nobody is trading on this over the AI wave right now.

My prediction- the rotation won’t reverse until AI plays show signs weakness. Timing? Unknown. Anthropic’s IPO could suck in a TON more capital this fall. Smart move for long term BTC investors is to keep stacking, ride the AI wave where it makes sense, and reinvest gains back into Bitcoin while it’s weak.

No Counterspell for 2 blue here- what you need is patience, conviction, and the intelligence to capitalize on current hype while growing long-term growth positions.

[DivXMaN @crypto_div]

@ElrondAxi Liquidity flowing into AI and preparing to fund IPOs. Bitcoin is just the first to see the liquidity flow. I think we will see the same in other markets in the coming weeks / months.

[DivXMaN @crypto_div]

We have people calling for 40K lows this year and others calling for 1.5M by the end of next year.

[DivXMaN @crypto_div]

@CryptoTice_ This also indicates massive diminishing returns based on this cycle top.

[DivXMaN @crypto_div]

Oh the bear markets, how I haven't missed this. Nothing like seeing 5 years of gains wiped out.

[DivXMaN @crypto_div]

Anything below 55K would be shocking. I’m not the only one waiting for the AI hype to fade and liquidity to start rotating. Plus there’s enough knowledge on BTC these days for many to know it’s a value add at current prices. My assumption is the market stays calm and we see enough accumulation to suppress massive drops.

Now let’s assume I’m wrong and it’s not a calm and structured bear market. IF this plays out like other cycles… we fall below 50K, and the ensuing fear and panic trigger true capitulation taking us to a 35-40K low.

Then.. like clockwork.. whales buy up billions, long interest start pouring back into derivatives, retail starts moving back in and the next bull phase slowly begins.

[DivXMaN @crypto_div]

Two big factors stand out for Bitcoin’s current weakness. Rates are still high, and after the run up to $126K, BTC around 66-67K still feels expensive to sidelined retail.

Most are sticking to savings rather than jumping back in. Meanwhile, anyone deploying capital is chasing AI/compute plays that’ve gone parabolic- even Bitcoin miners are pivoting to AI infra. This euphoria pulled liquidity out of BTC hard all year, spot ETFs confirm with multi-billion in outflows.

The Clarity Act advancing through Senate, the GENIUS Act on stablecoins already signed into law, and the Strategic Bitcoin Reserve are all promising. However- we’re well over a year into the crypto positive administration (nice to see the political support), but it’s still a nothing-burger for immediate market value. Policy changes happen at a snail’s pace, especially without legislative clarity. Nobody is trading on this over the AI wave right now.

My prediction- the rotation won’t reverse until AI plays show signs weakness. Timing? Unknown. Anthropic’s IPO could suck in a TON more capital this fall. Smart move for long term BTC investors is to keep stacking, ride the AI wave where it makes sense, and reinvest gains back into Bitcoin while it’s weak.

No Counterspell for 2 blue here- what you need is patience, conviction, and the intelligence to capitalize on current hype while growing long-term growth positions.

[DivXMaN @crypto_div]

It’s been a minute since I went through the major alt charts. The bad news: most have taken a brutal beating. The good news: if an alt season occurs again, projects with real communities will go parabolic fast.

For the first time in two years even I’m on the verge of opening positions just because everything is so cheap.

We’re basically in a coiled spring setup right now- just waiting for capital rotation to kick in. Existing current investors and former investors on the sidelines coming back in could drive 20-50x moves.

The question I’m considering: what do we watch for the signal?

[DivXMaN @crypto_div]

@kit_sats Only one answer. Knowing the future btc price means never having to work again.

[DivXMaN @crypto_div]

What makes you think liquidity won’t rotate out of gold next into AI/compute stocks? BTC hasn’t fundamentally changed, it’s still the highest beta play and fastest horse when liquidity floods back in. Gold’s great as a hedge, but it doesn’t compound like growth assets and it’s due for a healthy correction after it’s run.

[DivXMaN @crypto_div]

@chubby1756 @OrangeSBS Then it should clearly say, “sold by and disclosed by”- it can’t be ambiguous.

[DivXMaN @crypto_div]

@chubby1756 @OrangeSBS The question was whether they would sell by May 31st, not whether the news would break by May 31st. This wasn’t rightly resolved- this was incorrectly and prematurely closed.

[DivXMaN @crypto_div]

@TheSerenation @s9_l6 Is this really considered a high expectation?

[DivXMaN @crypto_div]

@ChiDumpsterFire @deskboardbuddy Notepad++ is my goto

[DivXMaN @crypto_div]

@BitcoinMagazine The bankers want power and control, BTC takes it away- it’s the bankers vs the people, and most have no idea.

[DivXMaN @crypto_div]

@NYCMayor I like it, recent statements on taking properties away from landlords didn’t track with me- but this definitely does. let’s see this be a success.

[DivXMaN @crypto_div]

@TheCinesthetic Solid point- it’s exactly why I prefer tv series’ to movies.

[DivXMaN @crypto_div]

@dougboneparth BTC being down is more correlated to liquidity flying into AI / compute stocks than anything Trump is doing.

[DivXMaN @crypto_div]

@JeffBezos @zerohedge Extremely challenging work- I’m sure success will come. Glad to hear everyone is safe and sound.

[DivXMaN @crypto_div]

@gedamtekle This doesn’t make any sense, why would someone pay with crypto and incur a 3-4% fee instead of paying with cash or credit? It’s a zero upside proposition.