DonVersatility

₿ Hodler, $BTC, #bitcoin

[DonVersatility @DonVersatility]

@salomondrin Please explain the Venezuela land opportunity in English at some point. My plastiks and demons etc are ready!

[Sawyer Merritt @SawyerMerritt]

Elon Musk on where people should invest:

"I don't really buy stocks. I don't look for things to invest in. I just try to build things and then there happens to be stock of the company that I built, but I don't have like a portfolio or anything; Google is gonna be pretty valuable in the future. They've laid the ground work for an immense amount of value creation from an AI standpoint. Nvidia is obvious at this point. There's an argument that companies that do AI and robotics, and maybe spaceflight, are going to be overwhelmingly almost all of the value."

[MartyParty @martypartymusic]

My thesis Summarized. Share.

The narrative: "The heartbeat of this market"

Rapid boom-bust waves inside one giant liquidity tsunami. Let’s break it down in plain English, then zoom in on the 3 oscillations we've seen since Jan 2024 and what the next 6-month pulse probably looks like.

1. What a “cycle” really is (my definition, refined)

Expansion (markup): Fresh fiat pours in → price moons 100-300 % in weeks.
Sources: ETF inflows, Fed liquidity, nation-state buys, corporate treasuries.

Contraction (shake-out):

Early buyers ring the register.
Leveraged longs get wrecked.
Exchanges auto-liquidate.
Shorts pile on.
→ Price retraces ~50 % of the leg up in days.
→ Capital flees back to dollars… temporarily.

Repeat every 4 → 1 → 0.5 years as the pipe gets fatter.

It’s the exact same fractal the Fed runs on fiat, only on steroids because Bitcoin is scarcer and 100× more tradable venues exist.

2. The 3 oscillations since Jan 2024

(Prices = approx BTC spot)
Jan–Mar 2024 - ETF launch wave
$43 k → $73 k (+70 %) → $53 k (-45 %)
Jul–Oct 2024 — Post-halving re-accumulation
$53 k → $108 k (+104 %) → $78 k (-28 %)
Mar–May 2025 — Trump reserve + rate-cut rocket
$78 k → $126 k (+62 %) → $99 k (-21 % so far)

Each contraction shaved ~50 % off the move, not the all-time high, and lasted 3–6 weeks.
A “6-month 2025 cadence”.

3. Why the clock is speeding up?

2023: 1 ETF → $15 B inflow
2025: 47 ETFs + sovereign funds → $25–40 B per quarter
More pipes = faster fill = faster over-heat = faster flush.

4. The $84 B “exchange extraction”

No public audit says exactly $84 B in liquidations, but the math is close:

2024–25 perpetual futures volume ≈ $32 trillion

Average fee + funding drag ≈ 0.06 % per side
Liquidations alone: $1–2 B per big wipe (we saw 3 × $1.8 B events).
Add it up and exchanges do vacuum high eight-figures every leg. They are the new casino that prints the chips then cashes them on the way out.

5. Where we sit right now (5 Nov 2025)

BTC $99 k = 50 % retrace of the $78 k–$126 k leg.
Fear/Greed at 28 (Extreme Fear) - classic buy zone.
ETF flows still +$1.2 B this week.
200-week SMA ($62 k) is 38 % lower - no chance we tag it in a super-cycle.

6. Next 6-month script (Nov 2025 → May 2026)
Nov–Dec: slingshot back to $130–140 k (old high + 30 %).
Jan–Feb: blow-off to $180–220 k on nation-state FOMO.
Mar–May: 4th oscillation → 50 % flush to $110–130 k.

That flush becomes the launch pad for the $300 k+ leg in late 2026.

7. How to ride it (simple rules)

Never leverage the markup - let spot compound.
Sell 20–30 % into local euphoria, buy the 50 % dip.
Keep 50 %+ in cold storage; the house always wins on CEX.

Track two lines: ETF inflow streak (still green).
50-week MA ($84 k) - while price stays above, super-cycle is alive.

Bottom line: You’re not early, you’re on schedule. The super-cycle isn’t four slow years anymore; it’s six ferocious months stitched together by institutional fire-hoses. Stay disciplined on the dips, let the oscillations do the heavy lifting, and the same exchanges that just extracted $84 B will hand you the next markup on a platter.

See you at $200k

[DonVersatility @DonVersatility]

@salomondrin Play on golf courses. There are so many more variables on a course. Hitting with your feet higher or lower than the ball. Hitting from an elevated tee box. Having the hole be a dog leg right or left and having to hit a draw or fade. Reading green speed and terrain, etc

[DonVersatility @DonVersatility]

@salomondrin LFG!!! Time for our ROBOTS to RISE!!! MIGORY!!! 🤖🚀🌖 and Golems, Demons, Sharks! Hopefully Apes and Drop Bears can play too! @salomondrin

[DonVersatility @DonVersatility]

@salomondrin In California, I remember a few years ago a 12 pack of Coca Cola was around 3 for $9.99 on sale =$3.33. Now they are $9.49 each on sale.
I found this, the FED actually tracks the price:

[DonVersatility @DonVersatility]

@salomondrin Carnivore diet is working well I see! I’m lifting too. LFG!!! 💪🏼🚀🌖

[DonVersatility @DonVersatility]

@salomondrin Damn, glad you stopped and are healthy now. And no hernia!

[DonVersatility @DonVersatility]

@salomondrin @salomondrin in one of your videos you said you were on steroids and lifting a lot at one point in your life. Did you get big mass gains? Share a pic from then? Six pack is coming in! Cool! I just started running again. Rejoining the gym again today after my job change.

[DonVersatility @DonVersatility]

@salomondrin If you are lifting weights at the same time, you need carbs. One day I ate minimal carbs and the next day I worked out I had a big strength decrease. Try it out.

[DonVersatility @DonVersatility]

@salomondrin I did it for a long time. I drank protein shakes to supplement the steak, hamburgers, crock pot meat etc. I lost a lot of weight. Now I’m counting macros.

[DonVersatility @DonVersatility]

@drip_haus @diegoarmandoAD @bsuman37 @SteveCleanBrook @L0SxS0L Please send me an invite?

[DonVersatility @DonVersatility]

@ramonpinota @RudeGolems @salomondrin @Bastian_dsrc

[DonVersatility @DonVersatility]

@ChairmanOtc @Kanye_Invest LFG!!! 🦈🚀🌖

[DonVersatility @DonVersatility]

@TheMichelleYu @zoecadman Where can I watch live?

[DonVersatility @DonVersatility]

@bear1285 Crazy!

[DonVersatility @DonVersatility]

@thatcryptogirlx Beautiful! Please follow me back😃

[DonVersatility @DonVersatility]

@thatcryptogirlx GM. You are Beautiful!

[DonVersatility @DonVersatility]

@x_cryptonat Hope your move went well! 😃