@cryptorover 2026 “Bear market” ≠ 2022 Bear market
The fundamental approach not only to $BTC but to crypto in general has greatly shifted. I’m not sitting this one out…
Day 241 of buying the same assets while watching my portfolio tell me I’m an idiot.
Things are not looking very good right now… THATS WONDERFUL NEWS
Still stacking. Still holding. Still convinced this ends well eventually. $BTC $SOL
@WatcherGuru Oil back under $90 takes a leg off the inflation print the Fed’s been hiding behind.
Cheaper energy → cooler CPI → more room to ease. Patience… $BTC
@Strategy@saylor A $BTC vacuum that’s pulled in 2.6x everything the miners made all year.
The supply side of this market is being quietly removed while everyone stares at the daily candle.
239 days of red and the narrative keeps shifting from "it's going to zero" to "institutions are manipulating it higher."
Maybe the real manipulation was the friends we made along the way…
$BTC $SOL
@cryptorover 2026 “Bear market” ≠ 2022 Bear market
The fundamental approach not only to $BTC but to crypto in general has greatly shifted. I’m not sitting this one out…
238 days of watching my portfolio bleed while adding every month. I’ve been wrong time after time after time.
Meanwhile institutions keep buying and countries keep talking reserves. The fundamentals didn't change because I bought the top.
DCA is the only way. $BTC $SOL
@cryptorover The bounce off $76.5K is the same floor that’s held all month finally getting a bid instead of a flush. Bad news stopped working — now we see if good news does.
@AshCrypto War, 3-year-high inflation, bond stress, energy crisis — and three straight positive monthly closes. $BTC refusing to break on bad news is what a floor looks like before anyone calls it one.
@cryptorover Agree the final flush is the classic setup. But every prior cycle’s flush happened without a treasury bid buying 2.7x issuance into the weakness. The flush mechanics are the same — the absorption underneath them isn’t.
$BTC $SOL
@WatcherGuru@mcuban Cuban capitulating on the hedge narrative the same morning Saylor says the credit market will absorb all miner supply through 2140 is the whole trade in one screen. $BTC
@cryptorover IF a formal no-sell reserve bill is real, that’s the supply side going from “treasuries accumulate” to “the sovereign won’t sell for decades.” This is insane…
@cryptorover Bitfinex margin longs at a 2.5-year high while spot sits near $77K and grinds the $76K floor.
Smart money positioning into weakness, not chasing strength. That’s the accumulation tell. $BTC $SOL
@WatcherGuru An EO directing federal regulators to integrate digital assets into the payment rails is the demand side of the same trade as CLARITY’s supply-side framework. Rails plus rules is how institutional flow actually arrives. $BTC $SOL
@cryptorover Rising wedge is a fair read short-term, but TA patterns mean less when the marginal buyer is a treasury company that doesn’t trade the wedge. Patience.
@cryptorover The 200W has held as the cycle floor every bear so far, and we’re sitting right on it with ETF flows that didn’t exist last cycle.
History says bounce, structure says harder floor. $BTC
Day 231 of holding my masterclass entry timing.
The same institutions I bought ahead of are still accumulating. The same thesis that got me 25% underwater is playing out exactly as expected.
Turns out being early just feels a lot like being wrong for longer than you'd prefer.
$BTC $SOL