Bitcoin’s cycle has never broken in 10 years.
1,064 days up. 365 days down.
Same pattern, every cycle.
The math points to one date: October.
That is where the real bottom happens.
Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000.
The next call will be even more important. I’ll post it here publicly like I always do.
Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
🚨 SOMETHING VERY STRANGE IS HAPPENING
Bitcoin exploded from $64K to $79K.
Now everyone thinks the bull market is back.
But almost nobody understands what actually triggered the move.
It started in U.S. Treasuries.
The Treasury DOUBLED the maximum size of its long-term bond buybacks:
$2B → at least $4B per operation.
Long-term yields immediately dropped.
Then Bitcoin moved:
$65,400 → $69,500
More than $4,000 almost instantly.
Then Trump put crypto back in the spotlight.
The Strategic Bitcoin Reserve was back in the conversation.
Bitcoin kept moving:
$69,500 → $79,000
And by then the short squeeze was doing the rest.
Leveraged shorts were getting destroyed.
Forced buying pushed BTC even higher.
$4 BILLION has now been liquidated in just 48 hours.
So the chain reaction was simple:
TREASURY EXPANDS BUYBACKS
↓
YIELDS FALL
↓
TRUMP REVIVES CRYPTO HOPIUM
↓
BITCOIN PUMPS
↓
SHORTS GET LIQUIDATED
↓
FORCED BUYING SENDS BTC TO $79K
But here’s what everyone is missing:
This is NOT QE.
The Fed did NOT turn the money printer back on.
And while everyone is celebrating the pump, the Fed is moving in the opposite direction.
The latest FOMC minutes showed a September RATE HIKE is still on the table.
That is not the macro setup I expect at the beginning of a clean Bitcoin bull run.
And we’ve seen this exact trap before.
August 2022:
Bitcoin suddenly rallied.
Everyone thought the bear market was over.
Then the bull trap failed and BTC collapsed again.
Same time of year.
Same excitement.
Same belief that the bottom was already in.
And macro is even worse now.
War risk is still unresolved. Oil remains elevated.
The energy shock is not gone.
Now there is one level that matters more than anything:
$83K-$85K.
Reaching it means nothing.
HOLDING it does.
If Bitcoin reaches $83K-$85K and gets rejected, the bull trap remains intact.
If it breaks above and actually holds, then the structure changes.
Until that happens:
MY PLAN HASN’T CHANGED.
Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000.
The next call will be even more important. I’ll post it here publicly like I always do.
Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
Bitcoin has only 60 days left.
Bitcoin’s macro cycle is repeating perfectly:
2015 ➜ 2017 bull market: 1064 days
2017 ➜ 2018 bear market: 364 days
2018 ➜ 2021 bull market: 1064 days
2021 ➜ 2022 bear market: 364 days
2022 ➜ 2025 bull market: 1064 days
If this pattern repeats once more:
2025 ➜ 2026 bear market: 364 days
Cycle bottom: October 2026.
Save this tweet.
Reminder: I’ve called every major Bitcoin top and bottom for the last 15 years, including the $16,000 bottom and the $126,000 top.
When I start buying Bitcoin again, I’ll post it here publicly like I always do.
Turn notifications on.
If you’re not following yet, the next 60 days will show you why that was a mistake.
현재 시장은 2019년 이후로 가장 조용한
가장 $BTC 거래량이 낮은 시기를 보내고 있습니다.
뭐 바텀의 근거라면 근거로 볼 수 있겠지만
'당장'을 생각해보면 약간 아쉬운 점들이 있습니다.
1. 손익분기점 레벨에서 9번째 저항
2. 그럼에도 증가하는 롱포지션
즉, 시장은 '바텀'을 상정하고 레버리지를 조금씩 키우고 있으나 결국 '트리거'가 없는 상황이며
이 국면은 지속되기 어렵습니다.
즉, 어떠한 호재와 함께 급격한 상승전환을 보여주던 아니면 바텀을 기대하고 진입한 레버리지를 유동성으로 한 번 더 큰 조정을 보여주던 말이죠.
일반적으론 '후자'가 가능성이 높은 흐름이긴 합니다.
----
하지만 단기적인 눈이 아닌 조금 더 큰 그림에서 바라보자면
당장은 바텀일지 아닐지 몰라도
그러니까 지금이 지상 1층일지 3층일지 몰라도
결국 이 건물은 30층 40층짜리라고 바라본다면
어디든 '저층'이 되는 것이죠.
심지어 지하실이 있다 한들 말입니다.
자그마한 이슈에도, 적은 변동성에도 크게 반응하고 있다는 것은
사람들의 시야가 '짧아졌다'라는 것을 의미합니다.
조금 더 여유롭고 긴 시야가 필요할지도 모르겠네요.
언제나 모든 저점구간에서 그래왔듯 말이죠.
운이 좋길 바랍니다.
(몇 달 뒤에 본다면 말이죠.)
https://t.co/AVKKQYScDJ