Playing out as expecting some of you are on the wrong side of the MSTR trade. Short MSTR. View quoted note →

Starting to believe that not only is the 4 year cycle intact it now has pulled tech into its 4 year cycle, we may see big tech topping here as well with a lot of insane valuations of tech companies making bitcoin a leading indicator. We are transitioning from a supply driven 4 year cycle to a market psychology 4 year cycle where the cycle is ingrained in the market participants becoming a self fulfilling prophecy.

View quoted note →

Bear market advice: -Have emergency fund so you don’t become a forced seller when your car breaks down, your kid needs braces etc. -Don’t borrow against your bitcoin. Sell if you have to or borrow the traditional way. -Opportunity fund so you can buy more than $50 at the bottom, if you’re broke you can scoop up fire sale sats. We are 1/12 of the way, 11 more to go.

We are now in the complacency, calling the bottom Oct 10 2026

MSTR going to have real pain if bitcoin goes below their cost basis. If that happens it MSTR will really shit the bed. View quoted note →

If bitcoin fails to make a new ATH in Q4, it will confirm 4 year cycle is intact and there will be big opportunities in shorting shitcoins and paper bitcoin companies.

Just gonna leave these here $SETH $ETHD

Today is a good day to reread the white paper

November is either going to pump hard or dump hard, there is no in between we are at a critical juncture; 4 year cycle vs super cycle.