People said ETFs approval will be a sell-the-news event.
They are saying the same about the Clarity Act now.
Bitcoin pumped 3x after ETFs approval.
The pump after the Clarity Act approval will be much bigger
$BTC
has a decent long-side liquidity sitting around $62,000.
After that, most of the liquidity is to the upside.
IMO, a dip below $62,000 followed by a pump above $65,000 could happen for Bitcoin
$BTC
has a decent long-side liquidity sitting around $62,000.
After that, most of the liquidity is to the upside.
IMO, a dip below $62,000 followed by a pump above $65,000 could happen for Bitcoin
Ethereum L2s have been a wealth destruction over the last 2 years.
$POL
is down 90%.
$ARB
is down 94%.
$OP
is down 97%.
With ETH L1 scaling, I think most of the L2s will continue to bleed like this
It’s summer. People are away, attention is elsewhere, and most people aren’t thinking much about crypto right now.
Honestly, I think that’s a good thing.
If you’re still here, paying attention and slowly accumulating, you’re already ahead of the crowd.
The next few months could be a great time to DCA and position yourself before the next bull run really gets going.
Because once the market starts moving, people will come back. They’ll start paying attention again when Bitcoin is at $80K, $100K or higher, and suddenly everyone will want exposure.
I also think the next cycle has some pretty big things working in its favor:
• Regulatory clarity with the CLARITY Act
• Tokenization of real-world assets
• Growing stablecoin adoption
• AI agents and the AI economy
• Potential capital flows from the AI boom into crypto
Crypto is becoming much more connected to the rest of the financial system and the broader technology landscape.
I don’t know exactly when the next bull run starts, or how high it goes.
But I do think the setup could be very different from the last cycle.
And I wouldn’t be surprised if the next one ends up being much bigger.
For me, the strategy is simple: stay patient, keep accumulating, and be positioned before the crowd comes back.
🇺🇸 CFTC to hold meeting on August 20th for discussing crypto regulation.
Good to see the SEC and CFTC moving forward while the Senate is out for recess
April 2021 = $63,000
November 2021 = $63,000
March 2024 = $63,000
June 2024 = $63,000
October 2024 = $63,000
February 2026 = $63,000
June 2026 = $63,000
August 2026 = $63,000
Someone remind Bitcoin that it's not a stablecoin