zervo @zervo - Twitter Profile

The reason this four year cycle top for Bitcoin "feels different" is because this is the first major top BTC has had during a late business cycle environment. It explains why there was no alt season, why BTC has been bleeding to SPX, and why SPX has been bleeding to Gold. We got a glimpse of this type of environment in 2019 but then the pandemic causes a crisis which reset the business cycle. It also happened during the middle of a four year cycle for BTC, rather than at the end of one. This cycle has been more brutal because there has not <yet> been a crisis to allow the business cycle to end and for things to reset. So the business cycle keeps on limping along while high risk assets continue to bleed out to lower risk assets. And realistically we should not expect that trend to change until the business cycle ends.

benjamincowen's tweet photo. The reason this four year cycle top for Bitcoin "feels different" is because this is the first major top BTC has had during a late business cycle environment.

It explains why there was no alt season, why BTC has been bleeding to SPX, and why SPX has been bleeding to Gold.

We got a glimpse of this type of environment in 2019 but then the pandemic causes a crisis which reset the business cycle. It also happened during the middle of a four year cycle for BTC, rather than at the end of one.

This cycle has been more brutal because there has not <yet> been a crisis to allow the business cycle to end and for things to reset.

So the business cycle keeps on limping along while high risk assets continue to bleed out to lower risk assets.

And realistically we should not expect that trend to change until the business cycle ends.

197

2K

155

290

141K

zervo

@zervo

7 months ago

@benjamincowen its also ai regular feed posts taking over for you page

2

1

0

89

zervo retweeted

Benjamin Cowen

@benjamincowen

7 months ago

Anyone remember back when the replies were crypto scam bots? Now they are just AI bots

113

975

24

4

80K

zervo retweeted

Benjamin Cowen

@benjamincowen

8 months ago

There was no rotation from BTC to ALTs. Just like there will be no rotation from metals to crypto. I do not make the rules.

1K

5K

257

294

1M

zervo retweeted

jeff.hl

@chameleon_jeff

8 months ago

Hyperliquid has quietly achieved an important milestone of becoming the most liquid venue for crypto price discovery in the world. See below for side by side comparison of BTC perps on Binance (left) and Hyperliquid (right). With HIP-3 teams leading the way, Hyperliquid has also grown to become the most liquid venue for perps on tradfi assets. Thank you to everyone's hard work as we upgrade the financial system and house all of finance.