Xremlin

[Xremlin @xGremlin]

Sell in May

Buy during the summer

2014 Bear (Jun-Oct): -38%
2018 Bear (Jun-Oct): -16%
2022 Bear (Jun-Oct): -35%

[Xremlin @xGremlin]

Summer is going to hurt

> Equities are draining all liquidity
> Saylor is selling btc
> Mid-terms approaching = risk off
> ETF flows negative (see point 1)
> No end to the Iran war in sight
> Mega IPO's will only worsen liquidity

bitcoin:native

[Xremlin @xGremlin]

Welcome to June

The worst month for $BTC in midterm years

2022: −37.77%
2018: −14.62%
2014: +2.58%

You should've sold in May

[Xremlin @xGremlin]

Sell in May

Buy during the summer

2014 Bear (Jun-Oct): -38%
2018 Bear (Jun-Oct): -16%
2022 Bear (Jun-Oct): -35%

[Xremlin @xGremlin]

@DismalDefi yes

[Xremlin @xGremlin]

Nothing new under the sun

$BTC

82k - 74k - 50k - 200k

[Xremlin @xGremlin]

Summer is going to hurt

> Equities are draining all liquidity
> Saylor is selling btc
> Mid-terms approaching = risk off
> ETF flows negative (see point 1)
> No end to the Iran war in sight
> Mega IPO's will only worsen liquidity

bitcoin:native

[Xremlin @xGremlin]

Sell in May

Buy during the summer

2014 Bear (Jun-Oct): -38%
2018 Bear (Jun-Oct): -16%
2022 Bear (Jun-Oct): -35%

[Xremlin @xGremlin]

SPX top is near

$3.5T in IPOs across 3 months

SpaceX / OpenAI / Anthropic

Liquidity black holes

Exactly how the dot-com era topped

Invest $10k at the top in 2000

13 years later you just break even

And inflation already ate 50% of it

[Xremlin @xGremlin]

Imagine investing in the S&P 500 in 2000

You hold for 13 years

By 2013, you have EXACTLY the same balance

Meanwhile, inflation ate 50% of the value your money had

Now ask yourself:

What if this happens again?

[Xremlin @xGremlin]

Sell in May

Buy during the summer

2014 Bear (Jun-Oct): -38%
2018 Bear (Jun-Oct): -16%
2022 Bear (Jun-Oct): -35%

[Xremlin @xGremlin]

BTC never bottomed in less than 360 days

Bear 2013: Bottom in 426 days
Bear 2017: Bottom in 363 days
Bear 2021: Bottom in 376 days
Bear 2025: 190 days in (~52%)

Calling the bottom here is arguing against 13 years of data

[Xremlin @xGremlin]

Nothing new under the sun

$BTC

[Xremlin @xGremlin]

How the S&P 500 plays out from here

[Xremlin @xGremlin]

SPX 2022 vs 2026

Same fractal is repeating

2022:
Russia → Ukraine war, Oil +70%, SPX -28%

2026:
U.S. → Iran war, Oil +70%, SPX -(In progress...)%

We are in extremely dangerous territory

[Xremlin @xGremlin]

63 days

Average length of a $BTC range

We are on Day 56

[Xremlin @xGremlin]

Is this time different?

[Xremlin @xGremlin]

Bitcoin is going to $200k

And there's nothing you can do about it

[Xremlin @xGremlin]

Buy at $50k - $64k

Sell at $170k - $190k

It really is that simple

[Xremlin @xGremlin]

Imagine investing in the S&P 500 in 2000

You hold for 13 years

By 2013, you have EXACTLY the same balance

Meanwhile, inflation ate 50% of the value your money had

Now ask yourself:

What if this happens again?

[Xremlin @xGremlin]

SPX 2022 vs 2026

Same fractal is repeating

2022:
Russia → Ukraine war, Oil +70%, SPX -28%

2026:
U.S. → Iran war, Oil +70%, SPX -(In progress...)%

We are in extremely dangerous territory

[Xremlin @xGremlin]

April fools

[Xremlin @xGremlin]

What if... 60k was the btc bottom

[Xremlin @xGremlin]

Is this time different?

[Xremlin @xGremlin]

You can call it a conspiracy, but...

From 2017 high to 2021 high: 1430 days
From 2021 high to 2025 high: 1431 days
From 2017 high to bottom: 365 days
From 2021 high to bottom: 365 days
New cycle bottom: in 205 days
New cycle high: in 1276 days

Whether you like it or not, we still follow the $BTC 4-year cycle

[Cassandra Unchained @michaeljburry]

Shorts are not forever.

[Xremlin @xGremlin]

$BTC

Repeating the textbook bearish pattern

Did the same thing 3 months ago
Did the same thing during the war in 2022

Warned you two weeks ago this was coming

We will see $BTC below 60k in April

[Xremlin @xGremlin]

🚨 It's happening again

$BTC reacts to war the exact same way

Russia/Ukraine = Iran/United States

Day 1: Panic nuke (✔)
Weeks 1-3: Expansion (In progress)
Month 2: The actual nuke (Loading...)

We might be ahead of schedule...

[*Walter Bloomberg @DeItaone]

RUBIO TOLD G7 FOREIGN MINISTERS TODAY THAT THE WAR WITH IRAN WILL CONTINUE FOR ANOTHER 2-4 WEEKS