The last time software stocks staged a massive short covering rally, the Nasdaq peaked at the start of June.
This time around, the Dow just made a new high, exactly two months later.
This is the Y2K sequence.
When bulls said they wanted markets to make a new high, they didn't specify how long it would last.
Foundations: Market Structure & What The Heck Just Happened
The Type of Read that Grants the Reader not only Understanding but Air Superiority
https://t.co/4KHM5vb79Y
For your weekend reading, studying, tripping, whathaveyou.
Once money leaves a market, it never heads back into the same market. It's a hot potato, rotating to the market on the left. Gotta get around the entire group for the potato to get back to the original market.
Cycles will cycle.
5 years to pick your winners, now getting to watch what was prepared for to play out.
Done, mission complete, the fun part is just starting where nothing has to be done.
Every major $BTC cycle is built on the grave of a broken exchange.
In 2015, the Mt. Gox collapse marked the bottom, followed by the BitGrail washout in 2019. By late 2022, the FTX fraud purged the tourists and spring-loaded the next historic run.
Now the monthly chart is mapping the exact same structural consolidation phase around BitMex.
When a major trading platform fractures, retail assumes the asset is dead and sells into the panic. But zoomed out, these events aren't systemic failures—they are pure liquidity transfer mechanisms.
The market uses these violent drops to force coins out of the hands of over-leveraged speculators and into institutional cold storage.
With $BTC trading near $64,679, the historical timeline is rhyming perfectly. Recognizing this post-crash consolidation box, rather than trading the headline noise, has been the highest-probability setup in crypto for a decade.
The crowd sees an existential threat. The smart money just sees a reset.
There comes a point at which the unprepared mind can’t handle the gravity of the crisis at hand.
We’ve reached the point where the unprepared can no longer handle it.
Survival is now a function of mental and spiritual preparation. Not having a long driveway.
Societal mental breakdown is imminent.
Sunday Big Read
Two free recent articles no paywalls:
The Heretic’s Guide to AI’s Stars Part III:
(AI Demand, Offshore Financing, & More)
https://t.co/0QxhGcXbLT
Software & Payments Stocks Part II: Productivity Tools and Cybersecurity
(Part 2 of 6)
https://t.co/yEl65szBsM
The same reason the $ANSEM token is running so hard is the exact same reason "the greater the consolidation the greater the expansion" is a market truth.
ANSEM didn't run to 100M so quickly because we suddently got a massive liquidity injection into the space.
It wouldn't have run to 100M so quickly if 65% of the total supply wasn't "gifted" to Ansem either.
It ran so high so fast because over 60% of the entire supply is held by one person (Ansem), and a large portion of the remaining supply is likely being held by a number of other insider wallets- in other words, a majority of the total supply has been concentrated into the hands of a few who aren't selling (yet).
This is the exact same phenomenon that occurs during a long consolidation/accumulation phase- total supply is sold by those with low conviction and accumulated by those with high conviction- leading to a low float or a large % of total supply being essentially taken off market.
The result is that when demand comes in, price rockets, without needing nearly as much "fuel" (capital) to do so as it would have needed prior to the accumulation phase taking place.
The obvious difference of course is that with an organic token that undergoes accumulation it takes time to shake out the weak hands, it takes time to "corner" the supply, and ANYONE is able to do this (and reap the rewards that follow) as long as they have the conviction to pull the trigger and buy when no one else wants to.
With ANSEM, 65% of the supply was transferred to one individual in a few seconds, almost a "auto-accumulation" phase in which only a single person was able to accumulate a majority of the supply, and that too, instantly.
So it shouldn't surprise you that ANSEM is pumping like mad, but don't make the mistake of thinking that this is some incredible phenomenon that means its time for a new meme cycle, or that "we are so back", or that money is pouring into the space all of a sudden, because it's not.
ANSEM is pumping like mad because a majority of the supply was (inorganically) accumulated by a few, and it is benefitting from the spotlight in what is a relatively illiquid, uninteresting market for most right now.
Did you know that butterflies rest when it rains, because it damages their wings.
It's okay to rest during the storm of life, you'll fly again when it's over.