Here’s famous billionaire hedge fund manager Ray Dalio saying “nothing stops this train.”
He also made a great video a few years ago explaining how countries and world reserve currencies rise and fall.
https://t.co/Y30sXbRWap
I believe we are currently on the brink. We are entering a particularly risky period expected between the 2026 midterm election and the 2028 presidential election. At the same time, the monetary situation is becoming increasingly threatening. The U.S. government currently spends $7 trillion while only taking in approximately $5 trillion, resulting in 40% overspending. While the government has a significant amount of debt to finance, the demand for that debt is falling. This decline in demand is driven by standard supply and demand factors, as well as fears from debt holders regarding potential sanctions.
#geopolitics @edels0n
How do you see this evolving as you mentioned it’s a single judge’s non-binding opinion?
Is there an appeal process? Can other parties litigate if they have staking rewards?
I agree with the stance you don’t have effective control if you can’t immediately convert your rewards to USD to pay your taxes. So taxes are due the moment you received your *unstaked* coins.
US is preparing to announce the Strategic Bitcoin Reserve and Crypto Stockpile (stake in tokenized dollar and equity networks). The next buyers are in a different league to the Spot ETFs of 2024. $150b vs $13t.
This is happening.
Percentage of $BTC supply in profit at each bottom.
2012: 47.77%
2014: 42.23%
2019: 40.20%
2022: 47.98%
2026: 47.91%
Most people don't realize how close we are to the bottom.
The 30K calls are just like the 10K calls last cycle, everyone expected them, but they never came.
Voyager 1 is 24 billion kilometers from Earth.
It communicates with us using a 23-watt transmitter.
Less than a refrigerator light bulb.
The signal takes 22 hours to reach us, traveling at the speed of light.
By the time it arrives, it's 20 billion times weaker than the power of a digital watch battery.
NASA's Deep Space Network picks it up using 70-meter dish antennas cooled to near absolute zero to reduce electronic noise.
The engineering required to hear a 23-watt signal from 24 billion km away is arguably more impressive than the spacecraft itself.
Launched 1977.
Still transmitting.
Still being heard.
We built something that works perfectly, 47 years later, in conditions no one has ever tested in.
That's what engineering for the long term looks like.
I posted this chart in 08/2022. And it predicted the course of the transition from bear to bull.
Bitcoin dumped from 30k to 17k in june 2022. then was slowly creeping up to 25k. Then elevator down to 19k. then ftx. then bull.
Sound familiar?
Don't listen to people trying to convince you stuff is different, something is broken, or this and that happens because of some model.
Maybe it's boring because it's too simple.
Absolute banger of a thread about why this Bitcoin bear market feels different and is different from the past…
I have buy orders at 60k. Let’s see what happens.
#BTC
In the previous 2022 Bear Market, Bitcoin deviated -22% below its 2017 old All Time Highs to mark a Bear Market bottom
In this current 2026 Bear Market, Bitcoin has deviated only -10.5% below its 2021 old All Time Highs
Bitcoin is getting close to a bottom but it's not there quite yet and there's still time left
$BTC #Crypto #Bitcoin
Bitcoin intraday low of $66.5k is +10.74% above the 4 year moving average.
Median forward returns from this level in history:
6 months: +52.1% (90.8% hit rate)
12 months: +129.0% (100% hit rate)
18 months: +233.2% (100% hit rate)
24 months: +324.3% (100% hit rate)
If history rhymes, buying here makes you rich.
Absolute banger of a thread about why this Bitcoin bear market feels different and is different from the past…
I have buy orders at 60k. Let’s see what happens.
I have been in Bitcoin for 10 years.
I have NEVER seen sentiment this bad, on all fronts.
Not 2015, not 2018, not the 2022 collapse.
Something is broken this time, and I think I found out why through 9 charts... 📉