This is the bull case for Bitcoin by the way.
If Bitcoin sweeps the low, the pattern would look a lot like prior patterns by GOOG and NVDA.
I would assume that the rally would not result in a new all time high, but a macro lower high, before going to the 200W SMA.
Elon Musk: “The limiting factor for AI is electrical power”
Chip production is growing exponentially, but electricity is not
Later this year we could be producing more chips than we can turn on
Who has the electricity?
Huge milestone for $BITF 🚀
Bitfarms has officially been added to the S&P/TSX Composite Index.
That means every index fund, ETF, and pension fund that tracks the TSX is now required to buy BITF shares before Dec 22, 2025.
More forced institutional buying → more demand → stronger price.
This is a major validation of the HPC/AI pivot and Bitfarms’ growth trajectory.
$BITF 🔥 #HPC #AI #Bitcoin
Not sure where the short term takes us, but here’s an extensive look at why I’m not going anywhere, and why I’m positioning myself in the best way I can for what’s coming in crypto.
I’m not bullish for no reason.
There are reasons. A lot of them.
And in this game, I think patient capital wins. This is just my crypto journey.
Fed rate cuts likely for December
Cheaper capital incoming
QT ends Dec 1
Liquidity drain finally stops
PMI cycle expansion coming
Historically when risk assets explode
QE revival set for Q1 2026
Fresh money printing on deck (see Ray Dalio’s “easing into a bubble”)
Global liquidity at all-time highs
80%+ of major economies are easing
U.S. stimulus likely
$600B+ potential retail inflow
TGA drain underway
$100–150B liquidity release
Canada restarting QE
Adds to global liquidity wave
Global M2 exploding
Monetary expansion everywhere
DXY weakening
Capital rotating toward risk
Truflation cooling
Green light for cuts
Labor market softening (just right)
Controlled slowdown, no panic
ISM manufacturing ready to expand
Growth mode loading
U.S. economy projected to re-accelerate
2026–27 boom setup
Pro-crypto Fed chair likely
Dovish, crypto-positive replacement
Market Structure Bill advancing
Institutional unlock
U.S. deregulation wave coming
Clearer rules → more adoption
ETF inflows set to rebound
Post-dip reversal coming
BTC dominance dipping on fear
Capital quietly preparing to rotate to alts
10Y yields falling
Flows shifting toward risk assets
Plus the stuff almost nobody is talking about:
RRP drained to zero
The $2.5T liquidity buffer is gone
Fed balance sheet about to slope up (even slightly)
Direction matters more than level
Net Liquidity inflecting higher
Balance sheet – TGA – RRP all flipping bullish
Fiscal dominance kicking in
Deficits + interest costs force QE 2.0
Japan YCC unwind = liquidity leak
Capital flowing outward
China stimulus wave
Liquidity spilling into global risk
ECB pivot already underway
Eurozone easing adds fuel
Corporate buybacks re-accelerating
Cheap rates → more buybacks
Household liquidity still elevated
Retail dry powder intact
AI Capex demand shock
Productivity boom → PMI expansion
PMI cycle expansion coming
Historically when risk assets explode. Put this twice because it’s one of my favorites ;)
The bankers just declared TOTAL WAR on Bitcoin.
They already started going after:
• Strategy
• Jack Mallers
• Tether
Now they’re gunning for David Sacks - Trump’s Crypto Czar.
These attacks are exactly part of what I wrote about in May in my post
on the monetary war of Trump vs Globalist Bankers
(check my pinned post).
This is coordinated attack on a Bitcoin-friendly voice inside Trump’s circle.
Why?
Because Trump administration wants to weaponize the Bitcoin + stablecoin flywheel
and end the banks monopoly over controlling money supply.
So far banks controlled money supply through FED and fractional reserve banking.
• GENIUS Act
• CLARITY Act (incoming)
• BITCOIN Act (possibly coming)
can shift money creation from the Fed & banks to a decentralized network of private stablecoin issuers.
These bills can break fractional reserve banking and end their century-old money printer.
The globalists are fighting for their lives.
They’re terrified because for the first time in 100 years, they’re about to lose control of money itself.
If you see it too, bookmark this post and share it with someone who still doesn’t.
Clear manipulation on display.
Watch it play out - on the Solana ETF launches everyone will go long, Binance will flush the range. Understand how the market works until Market Structure.
@DavidSacks@SECPaulSAtkins@michaelselig - pay attention. Ive been narrating this for years. This is a perfect time to watch the manipulation first hand.
3 $SOL ETFs launching this week. Binance ha sold high leverage Longs with liquidations:
- 100x leverage to $197
- 50x leverage to $189
- 25x leverage to $184
They will use market makers to wash trade the price down liquidating late longs.
This aggregious and obvious manipulation must end.
MISSED $IREN AND $NBIS? THE NEXT HPC RUNNERS ARE HERE
The HPC (High-Performance Compute) + Bitcoin crossover is just beginning.
Here are names quietly positioning for the next wave:
$CIFR – U.S. miner with some of the lowest power costs. Expanding AI hosting and Bitcoin operations. Still flying under the radar but gaining traction.
$MARA – One of the largest BTC miners. Holds a massive Bitcoin treasury close to its market cap, creating asymmetric upside if BTC rallies.
$RIOT – Operational leader with record BTC output, billions invested in infrastructure, and growing HPC capacity. Cyclical but top-tier execution.
$GLXY – Digital asset merchant bank bridging traditional finance and crypto. Well-positioned to benefit from institutional adoption.
$HUT – Lean Canadian miner expanding its U.S. footprint. Balanced exposure to both BTC and high-performance hosting growth.
Smaller Caps to Watch: $BITF, $WULF, $CORZ, $BTBT, $HIVE – Higher beta names with explosive potential if BTC momentum accelerates.
❤️ AND RT TO HELP OTHERS
History shows:
When GOLD tops > Bitcoin bottoms
and starts the parabolic run
We witnessed this in 2020, and we are on the verge of repeating this again in 2025.
$SOL ETF Update: @21shares files Form 8-A(12B)(Registration statement) with the #SEC after market close. This is the final document. This ETF will go live.
https://t.co/uk5szrCerF
🚨 $BITF is rewriting its playbook. This isn’t just a miner anymore, it’s becoming critical AI infrastructure.
• Market Cap: $2.97B
• Q2 revenue: +87% YoY
• $300M project financing secured
• New CFO brought in to scale growth
From Bitcoin to HPC & AI, the re-rating is underway.
You’re not chasing hype. You’re front-running reality 📈