As long as Bitcoin is above the 200 day, I will be treating every single big dip as a momentum reset and additional entry point in a multiyear trend.
Will sell to some late converts in late 2027 to 2028 after we are weeks into overbought territory.
The impacts of Treasury buybacks are often overstated/sensationalized, but the signal here is that Bessent = Yellen.
*Everyone* who comes into power blinks once they encounter the fiscal train. Doesn't matter what they said before.
@WarrenPies Great data Warren. Any thoughts on small caps in this environment? Seem to be breaking out. Does this line up with your over heating thesis back half of 2026?
Market Outlook
Stop and press like you criminal
Macro: Strong up trend; Fuck you higher
Medium Term: Strong impulse outside of eight month range. Looking for breakout candle to hold as support to trade up again
Short Term: Building new range between 116.7 & 119.4k, longing range low sweeps until we breakout above 120k
Macro Levels: 115k is support; 120k is resistance, above this we have 150k
Buying pressure: The boomer arms race I mentioned last year is well underway from ETFS & Treasury Companies
Positioning: BTC core, L1s & Memes(Doge, Fart, Bonk & Pepe)
Macro:
Strong macro trend
Broke out of eight month range, looking for price to hold above 115k for continuation to 150k
Medium:
Medium timeframe momentum is strong, shallow dips are for buying
All vwaps say bet on higher
Should see next drive upwards soon
Lose 115k and I go back to defense
Local Range:
Many are praying for 115k sweep
If we are truly strong we will likely leave this behind untested
One day a flush will come and Ill just buy more
Closing Thoughts:
Macro plans are slowly unfolding
For years we waited for the institutionalization of the space and now its here
We now have the buying force of all these ETFS + Treasury companies. The only thing left is the SBR
I think this is the last large growth wave for crypto, after this will be just another asset class
I'm forever grateful to the space
I'll share altcoin outlook next if you run up the likes on this post
Thanks friends
Blockchain technologies will power the next generation of payments, and the U.S. dollar is coming onchain.
Thanks to President Trump’s visionary leadership, and @SenatorHagerty's important work in Congress, the GENIUS Act will help cement the U.S. dollar as the global reserve currency for generations to come.
“Notably, the June trading volume for Metaplanet exceeded that of Prime Market giants such as Toyota Motor (¥1.6445 trillion) and Sony Group (¥1.3153 trillion)” - Reuters https://t.co/fsotF7B1DI
Metaplanet’s BTC Yield continues to accelerate, and the trend is strengthening.
As much as we would like to be judged on our high YTD BTC Yield of 348.8% (surpassing our record Q4 last year of 309.8%), it is important to recognize that this figure reflects a low starting point at the end of last year. When BTC holdings begin small, BTC Yield can appear deceptively high, and projecting that pace forward is often unrealistic.
What matters more is the current trajectory.
Our Q2 BTC Yield came in at 129.4%, exceeding Q1’s 95.6%. This continued acceleration shows we are not just maintaining momentum. We are compounding it.
Looking forward to delivering even more for our shareholders in Q3.
Crypto is not a threat to the dollar. In fact, stablecoins can reinforce dollar supremacy.
Digital assets are one of the most important phenomena in the world right now, yet they have been ignored by national governments for far too long.
This administration is committed to establishing the United States as a hub for digital asset innovation, and the GENIUS Act moves us one step closer to that goal.
This is it – the moment we’ve been waiting for. The SEC will drop its appeal – a resounding victory for Ripple, for crypto, every way you look at it.
The future is bright. Let's build.
I’ve said this before - the crypto industry will achieve our goals (and beyond), IF WE WORK TOGETHER. Appreciate the crypto President @realDonaldTrump’s vision of a govt digital asset reserve representative of the industry.
Maximalism is the enemy of the industry’s progress. Glad to see POTUS recognizing we live in a multichain world and that we’re finally moving past Bill Hinman and the Biden administration's SEC’s very broken thinking.
I will certainly continue to champion this while in Washington at the end of this week.
Grayscale XRP Trust is open to eligible accredited investors seeking exposure to $XRP, which powers the XRP ledger, a distributed network used for cross-border payments.
Learn more about Grayscale XRP Trust, see important disclosures, or reach out to us: https://t.co/2gq5w3Fbpj
The funny thing is… XRP was never mentioned in the executive order. But, the Bitcoiners have always known it’s the threat for the crown.
That’s why the attack is on. They know.