The Bitcoin 4 Year Cycle Journey ‘Model Portfolio’ has made its first buy in 3.5yrs. Picking up 10BTC at $65,000. Moving up to around a 60% BTC allocation.
The model can always be found here >> https://t.co/cYCKmcJ4TZ
A new 4 YR Cycle video will be published tomorrow morning.
FYI - I very much doubt the 4 Yr Cycle has bottomed, however at this level it makes sense to begin some re accumulation, as the possibility of only a retest of the Feb lows to mark the 4yr cycle low is possible. That would be the best Bull Case. Dry powder remains for a more tradition Cycle Low around the Q3 period.
Reminder - The 4 Year Model is not designed to trade often, intends to always have solid allocation to Bitcoin (even when a top is defined), does not try to time tops, but rather waits for trend breakdown on a monthly timeframe, and is ultimately designed as a HODL strategy with strategic (well defined HTF) trades to add Bitcoin over time. As evident by only 8 trades in 8 years.
If you're looking for more aggressive Spot positioning over the Weekly and 4 year Cycles that content is published on the Bitcoin Live website.
🚨💰 BREAKING:
Arsenal owner Stan Kroenke is reportedly ready to reward EVERY Arsenal player with a brand new Rolls-Royce Phantom worth between $530K–$580K if they beat Paris Saint-Germain tomorrow and deliver Arsenal’s FIRST EVER Champions League title. 😳🏆
@WelBeast@MaxRadwan Agree with everything except City is not pounding Villa 4-0. They are fighting neck to neck with Man-U, i can see that game could be a bit of a struggle for Pep, even at home.
@CarlBovis_AFC Martin is not replaceable. It's just too obvious that he is the soul and brain of the team. Every time he drives the ball it's likely to end in something fruitful. Don't pay attention to 400k-follower accounts that spreads non-sense and garbage of our team.
VERDAD FINAL:
No procrastinas porque la tarea sea difícil.
Procrastinas porque una parte de ti cree que siempre habrá otra oportunidad.
— No la habrá —
So Claude is swallowing the entire economy alive and $AMZN owns 15-20% of it AND Claude is being trained on Amazon’s chips..
Got it.
This is why 35- 40% of my portfolio is $AMZN
5 Undervalued Stocks with Strong Moat
$GRAB - Grab Holdings Limited
Grab is the leading super-app in Southeast Asia, integrating ride-hailing, food delivery, payments, and financial services across a rapidly growing region. Its moat lies in ecosystem density, regional scale, embedded financial services, and cross-vertical data integration.
GrabMart continues to outperform, growing 1.7× faster than GrabFood and now accounting for 10% of Deliveries GMV, with a 30% YoY increase in users. Airport rides exceeded 10% of Mobility GMV.
Active Deliveries merchants increased 9% YoY, while merchant earnings grew 11%. Grab’s integrated merchant toolkit (spanning ads, POS, payments, lending, and analytics) positions the platform as a one-stop operating system for MSMEs.
Its gross loan portfolio reached $1.3 billion, with net loans at $1.2 billion. Deposits grew to 7.4 million customers across its digital banks in Singapore, Malaysia, and Indonesia, driven largely by ecosystem-based distribution rather than heavy acquisition spending.
Grab is also positioning itself as an early mover in autonomous mobility in Southeast Asia through partnerships with WeRide and government-backed pilot programs.
The $425 million acquisition of Stash, a U.S.-based digital investing platform, adds wealth management capabilities and fintech expertise, accelerating Grab’s financial services roadmap.
The $600 million acquisition of Foodpanda in Taiwan provides Grab with an immediate entry into a new market, marking its first expansion outside Southeast Asia.
Its ecosystem continues to scale across key markets such as Malaysia, Singapore, and Indonesia, benefiting from rising middle-class income, increasing smartphone penetration, and accelerating digital adoption in Southeast Asia.
Grab is expected to grow both operating cash flow and net income at over 20% annually, even as it continues investing in expansion.
While China was busy shipping missile chemicals to Iran and collecting yuan tolls at Hormuz, someone was inside its most sensitive supercomputer stealing everything.
CNN reports that a hacker group calling itself FlamingChina breached the China National Supercomputing Center in Tianjin and exfiltrated up to 10 petabytes of classified defence data. The samples posted on dark web forums include bomb and missile designs, animated explosion simulations, structural integrity tests, renderings of the J-20 stealth fighter, sixth-generation aircraft concepts, nuclear submarine schematics, hypersonic weapons systems, and target analyses for American assets including HIMARS launchers and carrier strike groups.
Ten petabytes. For context, the entire printed collection of the US Library of Congress is approximately 10 terabytes. This breach is one thousand times that volume. It is being sold for cryptocurrency on Breach Forums. Cybersecurity experts who reviewed the previews told CNN the data appears genuine, matching known output patterns from the NSCC Tianjin facility, which serves over 6,000 clients including defence agencies and aviation firms across China.
The timing is extraordinary. Trump posted a 50 percent tariff threat on any country supplying military weapons to Iran hours before CNN published this story. Five Chinese vessels shipped sodium perchlorate to Iran from Gaolan Port in the past six weeks, enough propellant precursor for hundreds of ballistic missiles. China’s ghost fleet continues operating through the IRGC’s yuan toll booth at Hormuz. And now the supercomputer that designed the weapons China is helping Iran reconstitute has been gutted by hackers selling its contents for the same cryptocurrency that Iran charges for strait passage.
The irony is architectural. China built a parallel financial system using yuan and crypto to bypass the dollar at Hormuz. A hacker group is now using crypto to bypass Chinese state security and sell Beijing’s most classified military designs to anyone with a wallet address. The same technology that enables sanction evasion enables espionage monetisation. The blockchain does not distinguish between a toll payment and a weapons leak. It processes both.
For Xi, this is a catastrophe arriving at the worst possible moment. Bessent’s mid-May Beijing summit was already going to be difficult. Trump holds the waiver on 140 million barrels of Chinese-bound Iranian crude. The 50 percent tariff threat targets China’s arms pipeline. The IDF just destroyed 100 Hezbollah targets using F-35I aircraft with Israeli software upgrades the Pentagon approved today. And now the classified designs for China’s most advanced military systems, the systems that justify the rare earth monopoly and the South China Sea posture and the Taiwan coercion campaign, are available for purchase on a dark web forum for less than the price of a single Hormuz transit.
If the data is genuine, every adversary and ally of China can now reverse-engineer the capabilities Beijing spent decades and hundreds of billions developing. The J-20’s stealth profile. The hypersonic glide vehicle’s trajectory calculations. The nuclear submarine’s acoustic signature. The sixth-generation fighter’s sensor architecture. All of it, priced in crypto, available now.
China wanted to build a post-dollar world. A hacker group just demonstrated what that world looks like when the technology works in both directions.
https://t.co/0fIdGsM5qH