
Nonzee
@0xNonceSense • 109,193 subscribers
Macro & Crypto | On-chain research | Only alpha
Shorts
Videos

THIS IS HOW AI BUBBLE ENDS. SpaceX, OpenAI, and Anthropic are all racing to IPO at the same time. The market needs to come up with $200 BILLION in fresh capital to absorb them. That money has to come from somewhere. Large funds will start selling their biggest tech positions to free up cash. NVIDIA, Microsoft, Google will be the first to get sold. The problem is, those three names are carrying the entire S&P 500. When they drop, everything drops. This exact setup played out during the COVID-era IPO wave. Rivian, Coinbase, Robinhood all went public at absurd valuations. When the Fed tightened and liquidity disappeared, every single one crashed over 80%. AI and tech are already stretched thin. A $200B capital drain on top of that creates a forced liquidation event. If you've been following me, you already caught the $16k bottom and the $126k top. Missed those calls? The next one is coming. Follow me and turn notifications on.
Nonzee967,638 Aufrufe • vor 1 Monat

🚨 SOMETHING VERY BAD IS HAPPENING The stock market keeps trying to push higher. OpenAI and Anthropic are now worth $2.1T. That is 10% of the entire Nasdaq. Look at the math: – $450B burned per year – $50B in actual revenue The entire AI bull case depends on one assumption: Inference gets cheaper. That is how funds justify the math. Spend massively today, scale later, margins explode when inference costs collapse. But that assumption is breaking: - Memory is getting expensive. - Compute is not getting cheap fast enough. - Inference is not falling the way everyone modeled. And if inference does not get dramatically cheaper, the whole AI margin story starts to crack. The loop is obvious: – Big players fund each other – Partnerships look perfect on paper – Revenue moves around inside the same system Everyone calls it growth. I call it the final stage of mania. In 2000, companies added “.com” to the name and valuations exploded: – Small profits – Massive valuations – Perfect stories Then reality hit. Nasdaq collapsed 80%. Now companies add “AI” to the name and reprice instantly: – Small profits – Massive valuations – Perfect AI stories This is the dot-com bubble with better AI branding. And bubbles do not warn you before they break. They break when everyone thinks the story is untouchable. The next move won’t wait for you. Follow and turn notifications on.
Nonzee920,602 Aufrufe • vor 1 Monat

$BTC just did exactly what I warned about. $79,000 reached. The bull trap is done. Every move higher keeps getting sold. Now the next phase begins. Just to remind you, I was the only one who called the exact $15,768 bottom three years ago and the $126,162 top. When the next move becomes clear, I’ll post it here first. Follow and turn notifications on.
Nonzee1,085,981 Aufrufe • vor 2 Monaten

GOLD IS DOING EXACTLY WHAT IT DID IN 1979. Read this before you buy another ounce. 1979: Iran war → oil exploded. Gold ran $200 → $850. Then Volcker took the Fed Chair seat. Rates went to 20%. Gold collapsed $850 → $300. Now 2026: - War with Iran (active) - Oil up aggressively (done) - Inflation creeping back (starting) - New Fed Chair (already in power) Gold doesn't die when the crisis ends. It dies when central banks react. 25% of world oil at one chokepoint. Rate hikes back in discussion. If you've been following me, you already caught my $16K BTC bottom call and $126K top. The next call is even more important. Follow me and turn notifications on.
Nonzee532,596 Aufrufe • vor 1 Monat

Bitcoin dumped to $68K for a reason. History is repeating itself. Bull trap at $97K, then $83K. Exactly as expected. Now $BTC dumps like this: $65K → $61K → $58K → $55K → $48K. Next stops: → $60K in days. → $48K by September. I called the $126K top in October 2025 and the $16K bottom in November 2022. Missed those calls? The next one is already playing out. Follow me and turn notifications on.
Nonzee547,145 Aufrufe • vor 1 Monat

$BTC just did exactly what I warned about. $83,000 reached. Then price pulled back. The bull trap is done. Every move higher keeps getting sold. Now the next phase begins. Just to remind you, I was the only one who called the exact $15,768 bottom three years ago and the $126,162 top. When the next move becomes clear, I’ll post it here first. Follow and turn notifications on.
Nonzee728,169 Aufrufe • vor 2 Monaten

I WARNED YOU ABOUT THIS DUMP AT $83K. Now it’s at $58K. And the path is still unchanged: $83K → $65K → $55K → $45K → $65K → $130K → $200K The bear market is only 50% complete. Do you honestly think the market will let everyone calmly buy the bottom before the next historic run? It won’t. When Bitcoin loses $55K, billions of dollars in leveraged positions will be liquidated. Stops will trigger. Forced selling will accelerate. And once the cascade begins, it will be unstoppable. At $45K, your portfolio will be bleeding. Your timeline will declare the bull market over. The same influencers calling for new highs today will suddenly tell you Bitcoin is heading below $30K. Most traders will believe them. They will sell at the exact moment they should be preparing to buy. And here is the part almost nobody understands: That final collapse will not destroy the opportunity. It will create it. That will be the moment to buy. Exactly when buying feels the most painful, dangerous, and completely irrational. When leverage is destroyed, weak hands surrender, and everyone becomes convinced Bitcoin is going lower, that is when the final bear-market bottom will form. This is how major market bottoms form. The crowd will see the end. The traders who remain patient will see the final accumulation window before $200K. I expect the bear-market bottom to arrive in October. Then the move nobody believes is possible begins: $45K → $65K → $130K → $200K When Bitcoin reaches the bottom, fear will be everywhere, and it will feel like the entire cycle is over. That is exactly when the next call will matter most. Because surviving the decline is only half the trade. The other half is having the conviction to buy when everyone around you is convinced you are making a catastrophic mistake. Follow me and turn on notifications so you don’t miss that call.
Nonzee188,321 Aufrufe • vor 20 Tagen

SILVER IS ABOUT TO REPEAT 2011. And almost nobody sees it coming. In 2011, silver went from $18 to $49 in months. Everyone was screaming "shortage" and "this is just the beginning." Then it crashed. $49 → $30 in days. Then all the way to $15. The people who bought the top never recovered. Now the same script is playing out again. Gold has already moved. Silver is chasing it. Every analyst is posting the same chart: "Gold-to-silver ratio says silver is undervalued." But here's what they're not telling you. The demand everyone is counting on is falling apart. Solar panel demand for silver is forecast to decline another 19% in 2026. The entire "shortage" thesis is built on demand that no longer exists. People think silver still has room to run. That's word for word what they said at $40 in 2011. Three months later it was $15. Tiny market, paper-thin liquidity, and moves that go vertical in both directions. When the next move becomes clear, I'll post it here first. Follow and turn notifications on.
Nonzee425,956 Aufrufe • vor 1 Monat

Silver just did exactly what I warned about. Bull trap 3 is done. Every bounce from the $70 zone gets sold. This is 2011 repeating, and almost nobody sees it. The shortage narrative is dead. What comes next: Bounce → lower high → final flush. When I start accumulating silver, I'll tell you here first. Follow and turn notifications on.
Nonzee202,621 Aufrufe • vor 26 Tagen

Gold dumped to $4,000 for a reason. History is repeating itself. Bull trap at $4,800. Exactly as expected. Now setup second bull trap: $4,000 → $4,400 → $3,800 → $3,200 Next stops: → $3,800 in weeks → $3,200 by September Gold doesn't die when the crisis ends. It dies when central banks react. Same script as 1979: $200 → $850 → $300. If you've been following me, you already caught my $16K $BTC bottom call and $126K top. The same setup is playing out in gold right now. Missed those calls? The next one is already playing out. Follow me and turn notifications on.
Nonzee279,175 Aufrufe • vor 1 Monat

Everything is going just like I said. My $73,195 goal was hit. Our rally is over. $BTC is now entering the stage where the bottom of the cycle forms. Just to remind you, I was the only one who called the $15,768 bottom three years ago and the $126,162 top. If you missed those, it’s fine. I’ll call the next one too. Turn on notifications. If you’re not following yet, you’ll see soon why you should.
Nonzee703,278 Aufrufe • vor 3 Monaten

🚨 I WARNED YOU ABOUT THIS S&P 500 pushed to a new high: $7,515 And this is happening in the middle of a serious geopolitical conflict. Strait of Hormuz still shut. Nothing resolved. Shipping traffic: ~5% of pre-war volume. Stranded: 1,550+ vessels in the Gulf. Blocked: ~25% of seaborne oil, ~20% of LNG. The market is still acting like everything is fine. It is not. Markets can push higher through an energy shock for a while. That is how the trap gets built. Late buyers see strength. Smart money sees risk being ignored. When the next move becomes clear, I’ll post it here first. Turn notifications on. Most people will follow me too late.
Nonzee427,870 Aufrufe • vor 2 Monaten

SOMETHING UNUSUAL IS HAPPENING S&P 500 keeps trying to push higher, but the move is thin. Early 2025 had the same low-volume grind before the sharp drop. Right now the picture is simple: - Price pushing higher - Volume still weak - No real buying pressure Now add oil. When oil spikes, equities usually do not like it: 1990: Gulf War → oil spike → S&P -20% 2008: oil hit $147 → S&P -57% 2022: oil +70% → S&P -28% If volume comes back, it does not need to support this move. It can reverse it fast. That is where late buyers get trapped. When the next move becomes clear, I’ll post it here first. Turn notifications on. Most people will follow me too late.
Nonzee428,268 Aufrufe • vor 2 Monaten

AI BUBBLE IS BIGGER THAN DOTCOM. Shiller CAPE: 42.32. Last seen in 1999. Buffett Indicator: 229.9% vs 146% in 2000. 1.6x worse. Top 10 stocks: 41% of S&P vs 23% in 2000. Margin debt: $1.28T = 4.1% GDP vs 2.7% in 2000. Margin debt peaked Jan 2026 and dropped 4.5% in two months. S&P dropped 5.9% in the same window. Last time margin debt rolled over before the market? 2000. 2007. In 2000, Lucent helped finance customers who bought Lucent equipment. In 2026, Nvidia invests in companies that buy Nvidia chips. Same loop. Different label. Buffett is sitting on $325B in cash and selling stocks. He is reading the same math. One bad earnings report on AI spending and the repricing starts. With 41% of the index in the same trade, there is nowhere clean to hide. When the next move becomes clear, I'll post it here first. Follow and turn notifications on.
Nonzee260,787 Aufrufe • vor 1 Monat

Everything is going exactly as I told you. Oil just collapsed and repeating 2008. 2008 proved one thing: When oil goes vertical and everyone is long, it usually ends badly. What comes next: Bounce → Bull trap → final flush. If you've been following me, you already caught the $16K bottom and the $126K top. The next call is coming. Follow me and turn notifications on.
Nonzee149,838 Aufrufe • vor 1 Monat

$BTC IS DUMPING. NOT FOR THE REASON YOU THINK. It's not the ETFs. It's not the halving cycle. It's not whales. It's the dollar. And almost nobody is pricing in what comes next. The DXY just broke out of accumulation: → The dollar goes vertical. → Bitcoin bleeds. Every single time. The dollar index (DXY) ripped from 80 → 100 in 8 months in 2014. Bitcoin got destroyed: → $1,150 to under $200 → −85% → 14 months of pain Everyone who bought the top waited years just to break even. Now it's happening again. The crowd thinks $58K is the bottom. That's word for word what they said in 2014. Bitcoin hasn't even started falling yet. If you've been following me, you already caught my $16K $BTC bottom call and $126K top. The next call is already playing out and it's bigger than both. Follow and turn notifications on.
Nonzee79,303 Aufrufe • vor 25 Tagen

🚨 NOBODY IS WATCHING THIS A new Fed Chair is coming. Go back and look at what happened the last few times. Jan 2014: Janet Yellen → $BTC -83% Feb 2018: Powell → $BTC -73% May 2022: Powell → $BTC -61% Now we are heading into that setup again. That is where most people get trapped. Turn notifications on. Most people will follow me too late.
Nonzee247,971 Aufrufe • vor 2 Monaten

JAPAN IS ABOUT TO REPEAT 1989. NIKKEI just crossed 71,000 for the first time in history. Up 37% in 3 months. $2.6 trillion added in 90 days. In 1989, Japan looked unstoppable. Stocks breaking records. Property exploding. Foreign money chasing the new global trade. Then the bubble broke. NIKKEI crashed for decades. Buyers waited 34 years to break even. Now the same setup is back. Record highs. 37% in 3 months. $2.6T overnight. That's not strength. It's late-cycle acceleration. When a market adds trillions this fast, it doesn't need a big trigger. A yen reversal. A BOJ surprise. A rates shock. One bad earnings cycle. That's enough when everyone is already on the same side. People think NIKKEI still has room to run. Same exact words they used in 1989. If you've been following me, you already caught the $16K BTC bottom and the $126K top. The next call is coming. Follow me and turn notifications on.
Nonzee94,166 Aufrufe • vor 1 Monat

Bitcoin dumped to $62K for a reason. History is repeating itself. Bull trap at $97K, then $83K. Exactly as expected. Now $BTC dumps like this: $62K → $57K → $55K → $48K. Next stops: → $57K in days. → $48K by September. I called the $126K top in October 2025 and the $16K bottom in November 2022. Missed those calls? The next one is already playing out. Follow me and turn notifications on.
Nonzee89,897 Aufrufe • vor 1 Monat