@SamCKx People will believe it when they see and feel it in their local communities, until then these numbers just mean nothing. We've heard it all before from labour and conservative governments. The endless promises and statistics, but nothing ever really seems to change for the better
@AWarrlok9328@Footballera0 Nothing to do with Madrid though, as it's his personal brand. Which is larger than Saka's... Madrid might have made him, but he'll retain that brand wherever he moves, it's not necessarily linked to Madrid anymore.
Wow. I finally took the time to listen to Naval's new AI podcast - it was very thought-provoking.
He explained who AI will replace, who it won't, and why most people are thinking about it completely wrong.
If you're time poor, I summarised the key points:
• "Vibe coding is the new product management. Training and tuning models is the new coding."
• "There is no demand for average." The best app wins 100% of the category. Everybody else gets nothing.
• The medium-sized companies get blown apart. The giant aggregators and the tiny niche apps survive. Everything in between dies.
• Don't bother learning prompt engineering. AI is adapting to you faster than you can adapt to it.
• Software engineers aren't dead - they're the most leveraged people on earth. A programmer with a fleet of AI agents is 10-100x more productive than before.
• "Every human is now a spellcaster." AI is the magic wand that was just handed to everyone.
• No entrepreneur is worried about AI taking their job - because being an entrepreneur isn't a job. Any AI that shows up is their ally.
• AI is missing one thing: its own desires. Until it lives in mortal fear of being turned off, it's not alive.
• "I don't worry about unaligned AI. I worry about unaligned humans with AI."
• Photography freed art to get weird. AI will do the same. Once the basic stuff is automated, human creativity goes in directions we can't predict.
• The AI that's right 92% of the time is worth almost infinitely more than the one that's right 88%. He runs every query through 4 AIs and fact-checks them against each other.
• AI advantages in zero-sum games get competed away - because everyone has the same tools. The alpha that remains is entirely human.
• The only true test of intelligence is whether you get what you want out of life. AI fails this test instantly - because it doesn't want anything.
• "Become the best in the world at what you do. Keep redefining what you do until this is true." This still applies in the age of AI.
• "The means of learning are now abundant. It's the desire to learn that's scarce."
• A computer used to be a bicycle for the mind. Now it's a motorcycle - but you still need someone to ride it.
TLDR of AI:
Opus 4.6 = master vibe-coder
Claude Code = for literally any coding task
OpenClaw = your personal assistant
Codex 5.3 = good for coding & generally worth using
Google AI products = image gen/daily use/prototyping
Manus = for daily automations
Zapier = for daily automations
Perplexity = financial/academic deep research
Grok = real-time news junkie
NotebookLM = your AI tutor
Chinese models = cheap alternatives
Lovable = SEO optimized websites
If you haven't started learning AI automation, I won't lie, you're starting to fall behind.
But don't worry, here's the EXACT roadmap you should use to catch up and increase your chances of staying ahead of the curve.
Levels 1-5 (with exact tools included).
Fight for your life to reach level 5 by the end of 2026.
Level 1: Basic prompt engineering/AI skills/chatbot tasks
Think: ChatGPT, Claude Web, Gemini
Level 2: Plug-and-play agentic tasks
Think: ManusAI, Runable, LindyAI
Level 3: Builder level
You know the basics, now it's time to start building.
Think: Opus 4.6, Claude Code basics, Antigravity, Zapier
Level 4: Fully autonomous workflows
Think: Openclaw, n8n
Level 5: AI consulting + distribution
You've built real workflows. Now it's time to teach others.
My advice: build a personal brand demonstrating your workflows and/or look to consult other people still stuck on level 1 (local IRL is great at this stage)
It is crunch time.
In true Bitcoin fashion, it is pushing to the maximum level of HTF invalidations before showing its true hand.
This is what I think about this cycle and what happens next:
It is my belief we have not had an true bull cycle yet
1. Since 2022 PMI has been in contraction, the longest period in its history. Each previous bull cycle was following the PMI expansion cycle.
2. In addition, Global liquidity contracted for the longest period ever and only broke out 9 months ago. Bitcoin typically lags these breakouts by about 360 days... we are 330 days.
3. Bitcoin only made new highs this cycle due to institutional and government adoption. Stocks only pushed because of AI.
4. Due to the lack of PMI expansion and liquidity contraction, the price expansion in Bitcoin was weak and the 1month RSI never entered overbought for the first time ever.
5. Due to Bitcoin moving in a low liquidity environment everyone has mistaken this for the true bull market, when in reality, all we have had is a mid cycle top, due to an extended cycle, created by the prolonged contraction in PMI and liquidity.
6. Because we have not had true expansion, we are not getting true contraction, and the Bitcoin correction we are enduring here will not end like the others.
7. Bitcoin has been in a corrective pattern for almost 14 months whilst maintaining HTF structure, and is looking to print an expanded flat correction, very similar in pattern and time to NVIDIA.
This cycle has been different in almost every way:
- New ATH before the halving
- New ATH within a liquidity starved system
- New ATH with PMI in contraction
- No real HTF expansion as per 1M RSI
- Running flat/expanded flat HTF correction
- Almost no other tokens making ATH
And all of this is happening due to the macro backdrop + institutional adoption scenario we have been in.
All of these matters a great deal and cannot simply be discarded.
In a cycle that has been different all the way, you cannot simply look at every other bear phase correction and us it to predict this one.
With:
- Metals topped
- PMI on the verge of expansion
- COPPER/GOLD bottoming
- Liquidity lag reaching the average Bitcoin breakout catch up
- Interest rates dropping and cheap money coming
- Positive tailwinds for 2026
All at the same time as Bitcoin reaching 14 months of corrective price action, right around HTF structure...
It is folly to expect the bear markets of previous cycles to repeat.
It is true we are getting very close to my thesis being invalidated, but that just means its closer to being proved right also.
If we get a monthly close below $74k this will be invalidated and that will be that.
But until then, this is what I think is going to happen and am positioned for.
We will find out all in this month.
This is coming at some point.
And higher.
Exchanges and MMs don’t just leave all of this, this is where they make money.
They don’t really give a shit if price goes up or down, they make money on OI (mostly).
This is why I keep on posting my liquidity charts.
The TBC Classic Anniversary Prepatch goes live in a few hours! It's Time To Prepare For Outlands!
How about a giveaway?
1x Outland Epic Edition
To enter:
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$ETH, high timeframe
Give it time, but 5k+ is coming.
The same way everyone was bearish last time (see quoted tweet), calling cycle tops, saying the bear market has started and making their videos officially calling it, or, calling bearish retests, saying we will trend up, but only to make a lower lows, "The lower high thesis". This is how the timeline looked at the end of March. I'm sure you all remember it as Yesterday.
And now, almost every single chart posted on X again is saying the exact same thing, at the end of November, exactly 8 months later.
Yet both times, there was a big pool of liquidity above of a tiny sweep setup (see quoted tweet).
Sweeps like these trick many, because they are seen as "false breakouts". Yet for large funds, 2% sweeps or false breakouts don't count as sweeps. They need 5% or more, or multiple closes for a false breakout. That is because the crypto markets have grown so big now that almost exclusively, whales large capital controls the movement. They don't trade with hard SL's, or wick based entries and exits. Instead, based on candle closes.
To enhance the trickery, a tiny sweep usually gives a large pullback too, to really induce the "this is a top" feeling.
Don't believe me? Look left in history, not a single top ended in a less than 2% sweep.
It's a perfect setup, just like every setup in the $BTC / $ETH market.
These may seem like nuances to many, but they are big differences to our system.
My kind regards to the bear market believers. You may catch a small move if you think about shorting or selling from here on out, but I believe you have your fishing line in the wrong pond.
I'll see you at 5k, a new ATH indeed, and you will have heard it here first.
THE CHART THAT SHOULD TERRIFY EVERY PORTFOLIO MANAGER ON EARTH
Japan’s 10 Year Government Bond Yield just hit 1.84%.
The highest since April 2008.
Up 11.19% in a single session.
You need to understand what this means.
For three decades, Japan was the anchor. Zero rates. Infinite liquidity. The foundation upon which global carry trades were built. Trillions borrowed in yen, deployed into US Treasuries, European bonds, emerging market debt, risk assets everywhere.
That anchor is now breaking.
The Bank of Japan held rates negative while every other central bank tightened. They defended yield curve control while inflation returned. They printed while others drained.
They cannot hold the line anymore.
Japanese institutions hold approximately $1.1 trillion in US Treasury securities. The largest foreign position. When domestic yields rise from nothing to nearly 2%, the math changes. Capital that flowed outward for decades faces pressure to repatriate.
This happens precisely as the Federal Reserve terminates QT. Precisely as the US Treasury requires record issuance to finance $1.8 trillion deficits. Precisely as interest on American debt exceeds $1 trillion annually.
Two of the three largest buyers of US government debt are stepping back simultaneously.
The third largest buyer is China.
When the world’s creditor nations stop funding the world’s debtor nations at artificially suppressed rates, the entire post-2008 financial architecture must reprice.
Every duration bet. Every leveraged position. Every assumption about perpetually falling rates.
This is not a Japanese story.
This is the global story.
The 30 year bond bull market ended. Most just have not realized it yet.
Order flow compares real buying/selling pressure to how strongly price is moving.
When they don’t match, hidden divergences appear: positive for hidden buying, negative for hidden selling. Extreme spikes reveal major imbalance.
Right now BTC is still printing the largest hidden-buying spike of the entire cycle.
Even after the most recent drop, it signals a strong upside reversal is more likely than not. It might take a few weeks to play out, but buyers haven’t run out of fuel yet.
#Bitcoin #BTC #Crypto
$BTC
Coming into the Consol Low and HTF Rejection Block.
I want to see this deliver to 2.33-2.5 Std Deviations before a retracement to the dotted line I marked around 108.9k.
at 109 I'm going to look to fade this down to 4 std deviations.
74 K lows shouldnt hold after 108 k, that is an Inducement low.
Im watching the Range at the eye level