Mister Shark

Narrative driven crypto investor with a deep focus on macro economics. Follow me only if you want to be top 1 % investor.

[Mister Shark @vx_shark]

Some of my anti consensus bets for 2026:

1) Stocks to crypto rotation
2) AI to crypto rotation
3) Gold to BTC rotation
4) Within crypto, infrastructure outperforming applications.
5) Death of revenue tokens
6) DXY strength
7) Eventual altseason AFTER QE

[Mister Shark @vx_shark]

Totally! It is memes not AI agents the true narrative in crypto.

[Shadow @_Shadow36]

Everyone hates on memes these days

But cant name anywhere else on earth where more people had SO many chances to make life changing money from a little capital in a short amount of time.

The only thing memes are missing rn is that.

We need another trump, another pepe, another doge.. once we get that we are back.

The smaller runners are cool and im glad people are winning…

But we need a fucking statement win.

We need billions. Thats what we are fucking known for.

We will do it again.

[Mister Shark @vx_shark]

Metals/GOLD to Crypto rotation playing out as i expected. CT expectedly were euphoric on metals at TOP while i printed off shorts. Next, AI to BTC/crypto rotation will leave remaining CT people astonished. Always bet against sentiment for generational gains.

[Mister Shark @vx_shark]

Some of my anti consensus bets for 2026:

1) Stocks to crypto rotation
2) AI to crypto rotation
3) Gold to BTC rotation
4) Within crypto, infrastructure outperforming applications.
5) Death of revenue tokens
6) DXY strength
7) Eventual altseason AFTER QE

[Mister Shark @vx_shark]

Some anti sentiment rotations which will define summer 26:

* AI to Crypto/BTC
* Utility to memes
* Emerging markets to US exceptionalism

Ace these three rotations to retire bloodlines.

[Ansem @blknoiz06]

let me explain reasoning to this, if i bought some memes on solana, those memes already have existing holders & ppl are already buying memes, the ones that will do the best the market will show you with their attention on socials, volume, holder count, etc etc, you dont want to be following what i say you want to be following what the market is saying, memes dont trade well based off one person they trade well when theres a large community of ppl who just topblast w/ whatever $$$ they're willing to lose & then just bagwork, doesnt work when the early buyers are just looking to exit on any extra attention

[Mister Shark @vx_shark]

Remember things like AI, just like turbines and electricity come and go BUT Bitcoin like GOLD is a macro asset class which works as a monetary inflation hedge. Destined to last beyond eternity. AI to BTC rotation both a short term and long term story.

[targtaks @targtaks_awan]

@vx_shark Sir agentic loops will wipe out the software industry, INDEED painful to watch.

[Mister Shark @vx_shark]

If the inflation data does not support rate cuts, an orchestrated "black swann" event sure will. We are still in early 2020 and mid cycle. Herds playing this like a "4 yr cycle " will get rekt by upcoming volatility.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: May CPI inflation rises to 4.2%, the highest level since April 2023.

Core CPI inflation also rises to 2.9%, the highest since September 2025.

Inflation in the US is officially back above 4% and more than double the Fed's target.

Odds of Fed rate hikes are rising.

[Mister Shark @vx_shark]

Underrated tweet! The rotation from AI/stocks to $BTC will be painful for all of 4 yr cycle herds.

[Flood @ThinkingUSD]

STRC repeg, BTC bottom shorters trapped, and a rush of liquidity from equities into BTC.

Summer 26

[Mister Shark @vx_shark]

During bottoms and bear markets, follow optimists and those who present bullish cases. During euphoria and bull, follow people who are doomers. Of course bottom 99.9 % will do opposite.

[Mister Shark @vx_shark]

More like rotation from AI to crypto. And a rotation which will be painful for momentum reactionary investors.

[Avi @AviFelman]

Anthropic / OpenAI IPO will mark the top of the memory bubble

[Mister Shark @vx_shark]

Unlike tech and narratives like AI or quantum or electricity or turbines or robotics which come and go, Bitcoin is a GOLD like digital commodity. A macro asset class which will survive till end of time. Volatility cycles are a feature only to make generational wealth.

[Brendan Pedersen @BrendanPedersen]

Jamie Dimon, complaining about the Clarity Act and Coinbase CEO Brian Armstrong this AM: “He’s spending hundreds of millions of dollars in Washington in this thing.”

Maria: “He said he’s representing the whole —”

Dimon: “He’s full of shit.”

Maria: “…well.”

[Mister Shark @vx_shark]

Publicly calling bottom in $ETH here. If you are top 1 %, you buy the anti sentiment hate of precious assets.

[Dan Gambardello @dangambardello]

Almost overnight, Ethereum has apparently failed & lost its entire narrative. All the big names are leaving.

Meanwhile, retail chasing Hyperliquid and Zcash as they hover at ATH, and are supposedly the only two projects in crypto that matter right now.

REAL bear market things.

[Mister Shark @vx_shark]

Bullish!

[Neil Jacobs @NeilJacobs]

NEW ‼️ - BILLIONAIRE MARK CUBAN:

I SOLD MOST OF MY BITCOIN. IT’S LOST THE PLOT.

[Mister Shark @vx_shark]

Elephant in the room rn is a DXY forming a base to go parabolic soon. Again a anti sentiment call of mine and why I called for US exceptionalism. This only accelerates as DXY rallies. Also why summer 26 closely resembles 2020. Also why $BTC will outperform $GOLD all of 2026

[Mister Shark @vx_shark]

Some of my anti consensus bets for 2026:

1) Stocks to crypto rotation
2) AI to crypto rotation
3) Gold to BTC rotation
4) Within crypto, infrastructure outperforming applications.
5) Death of revenue tokens
6) DXY strength
7) Eventual altseason AFTER QE

[Mister Shark @vx_shark]

The anti consensus trade is not being bullish per say. It is not even betting against 4 yr cycle. But real paid trade is a holistic rotation in altcoins from stocks/AI/metals. The sentiment supports this. The cycle theory(we approaching end) supports this.

[Mister Shark @vx_shark]

Remember the herd influencers sole goal is to play catchup aka momentum investing. Hence you need to bet against these herds at inflection points. It's the reason i ace every macro move and everyone gets it wrong always.

[Mister Shark @vx_shark]

Welcome to the altseason!! May next 2-3 weeks help you gain generational wealth and retire your bloodlines.

[Mister Shark @vx_shark]

Onchain season!!

[Mister Shark @vx_shark]

Onchain going bonkers yet your favorite influencers playing a timid stock game for mediocre returns. As me and my group print 10/100x on daily basis.

[Mister Shark @vx_shark]

AI like quantum, solar, electricity, turbines etc etc will be a narrative which will be hot for few days then disappear into oblivion (in context of markets). Crypto is the backbone of financial ecosystem and a macro asset class which will be relevant for millenia.

[Conviction Meta @conviction_meta]

Personally don’t find every BTC mining company slowly pivoting to AI/GPU cloud and data center infrastructure as a coincidence

[Mister Shark @vx_shark]

Problem is not that the 4 yr cycle theory is wrong. Problem however is that not enough 4 yr cyclists have capitulated enough(relative to current macro) to make betting on 4 yr cycle a wise bet. All this makes sense when you approach this through a early 2020 framework than 2022.

[Mister Shark @vx_shark]

Haven't seen so many perma-bulls so cautious at ATH's. Maybe the rally hasn't flipped enough sentiment yet. My prediction is next few weeks of AI to crypto rotation will cause enough euphoria such that 4 yr cyclist capitulate.

[Daniel @danielisdizzy]

Tom Lee remains bearish in the short term and continues to expect a 15-20% drawdown later this summer.

According to him, the correction will be driven by:

1. How the Fed reacts to the underlying inflation risks

2. The market not liking inflation concerns while yields are rising, with inflation shocks and energy shortages still in the pipeline

3. A large wave of IPOs creating a lot of supply

After this drawdown, Tom Lee believes the following 18-24 months could bring one of the biggest rallies of our lifetime.

[Mister Shark @vx_shark]

Podcast maxis in disbelief how iran war ignited main street to wall street. As DXY keeps rocketing higher driving rotation out of "productive" economy assets into frothy risk on financial assets. Generational regime this for $BTC

[Mister Shark @vx_shark]

When I tweeted this, podcast maxis were calling for rotation from wall street to main street at lows. But iran war totally flipped the script as financial assets keep sucking liquidity from main street/economy. 2022 herds and 4 yr cycle maxis defeated in real time.