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The market is rallying on war news, and everyone is turning bullish on $BTC.
They are walking directly into a trap.
Here's why this isn't the real reversal, but a calculated move to hunt liquidity 🧵:
https://t.co/7MkzGEuwbB
The evolution of trading is happening NOW.
I'm convinced that within 2 years, purely manual traders will be left behind. The future belongs to systems, assistants, and tools that help us make faster, more objective decisions.
For years, I've built these tools for myself. Today, I'm sharing them. 🧵
Bear market targets full commentary.
In this video you'll find all my thoughts, reasoning process, analysis and what to look for.
I invite you to watch it till the end because there are some important nuances that should be not skipped.
Of course, with my classic 🇮🇹 accent that adds some funny sauce.
Hope you'll appreciate it and, as always, thanks to the ones who support my work.
JUNE 2028.
The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation.
What happened?
https://t.co/JzzwCrbJgS
AI crossed from “promising” in 2023 to “disruptive” to my work in 2025 in a way people who don’t use all these tools daily will find it hard to understand.
In 2017 when I bet on crypto it felt like I was playing offense.
Now everyone - including and especially those who are early - is playing defense, frantically trying to adapt to a world that will not resemble today’s very soon.
Every cycle is the same.
Yes, crypto could bounce. And honestly, it would be great for sentiment if it could. But even if it does, it would most likely result in a macro lower high.
I don't try and time those bounces. I have tried before with mixed levels of success. Sometimes it works, other times I got rekt.
When BTC drops below the 50W moving average, it then goes to the 100W moving average, spends a little time there, then goes to the 200W moving average.
Every cycle is eventually the same.
BTC topped when it always does (Q4 of the post-halving year), and so many have spent so many hours trying to convince you that it has not.
And BTC entered into a bear market, and so many have tried to get you to believe that alt season is "just around the corner" because it always happens after BTC tops. What they fail to account for is social interest. After the 2019 top there was also no rotation into altcoins, which also occurred just before QT ended.
I track the social interest in the asset class, and it has been trending down since 2021. There is no one new here for people to sell their altcoins to.
Alt seasons historically occur *after* social interest has been trending up for a year, not after it has been trending down for 5 years.
Have an actual plan on navigating this brutal asset class. Because if the altcoins you hold drop another 50%-80% from here, not a single influencer who promoted them will express an ounce of regret for it. And you will simply be living with the consequences.
I get a lot of hate for saying the truth, but an inconvenient truth is better than a lie.
@alexwg@grok Then give an in-depth summary of the core argument, break down the key takeaways by section or theme, and highlight any notable frameworks, data points, or examples worth remembering. Sacrifice transitions, and context for concise outputs- deliver in a bullet format
god i didn’t think ai would kill entire industries this fast
- claude code is killing SaaS companies, stocks are down -15-30% over last 2 months.
- google genie is killing gaming companies, stocks tanked -15% since public release last week
- video models like kling, veo3 and higgsfield are replacing human content creators - it’s so bad the SAG is creating a new tax for ai influencers to donate to a human actor union fund.
- fortune 500 companies are pulling multi-million dollar software contracts and replacing them with agent platforms
- Oai, anthropic are aggressively partnering with science institutes and launching health features to automate the entire health industry (medical care, pharma, research are worth trillions)
- GPT 5.2 & gemini are solving unsolved problems in mathematics - what’s a math degree worth if an AI can solve complex shit 24/7?
but that’s not even the craziest part
“codex is now building itself, we just supervise” - Tibo (openai codex lead)
anthropic team has said the same about claude - it self-improves.
we’ve reached a point where ai models aren’t just automating away major industries - they’re doing it to THEMSELVES too
the acceleration of human and artificial cognition will come down to an equation of compute, energy and silicon chips
what a total mind fuck
One thing I notice often in comments is that people approach data with a verification mindset. They have an idea, a hunch that a signal exists, and they seek evidence to confirm it. But this gets the process backwards. The more productive question is not "how can I verify this signal?" but "how quickly can I falsify it?" Your attention should always be toward the data itself, and you should be honest about signals when they genuinely exist. But the instinct to seek confirmation rather than disconfirmation leads people astray far more often than they realize.
This verification bias manifests in predictable ways. You see people trim the data that doesn't fit. You see them adjust parameters until the results look more like what they hoped to find. The underlying assumption is that a signal must be there, the task is merely to reveal it. But this assumption is usually wrong. Most of the time, when you look at data with an idea in mind, that idea will lead to nothing. That is simply the base rate of inquiry, and accepting it is a prerequisite for honest analysis.
Sometimes what I'm showing is precisely the absence of a signal where people assume one should exist. That absence is itself valuable information. The insight isn't always "here is a pattern", sometimes it's "here is where the pattern stops, or never was." If you only look for presence, you miss this entirely. And you spend your effort defending noise as if it were meaning.