Nonzee
@0xNonceSense • 105,685 subscribers
Macro & Crypto | On-chain research | Only alpha
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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.
Nonzee300,576 views • 2 days ago
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.
Nonzee959,577 views • 11 days ago
🚨 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.
Nonzee883,662 views • 13 days ago
$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.
Nonzee647,095 views • 23 days ago
$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.
Nonzee1,084,361 views • 1 month ago
🚨 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.
Nonzee426,552 views • 21 days ago
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.
Nonzee426,322 views • 22 days ago
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.
Nonzee93,912 views • 6 days ago
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.
Nonzee702,739 views • 1 month ago
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.
Nonzee50,054 views • 4 days ago
$BTC FAKEOUT IS ALMOST COMPLETE The next move sends the market much lower. Bitcoin is moving exactly like I said: • Rejection from $126K • Flush into $81K • Dead cat bounce toward $97K • Breakdown to $62K • Exit liquidity near $85K ← we are here • Final nuke into $45K That final capitulation is where the real cycle bottom forms. Most people will panic there. I’ll be looking for the reversal. Bookmark this. When the next move becomes clear, I’ll post it here first. Turn notifications on. Most people will follow me too late.
Nonzee127,750 views • 19 days ago
🚨 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.
Nonzee247,317 views • 1 month ago
Bitcoin is moving exactly as I expected. The bull trap at $83,000 is done. Liquidity swept. The next phase begins now. I called the top in October 2025 and the bottom in November 2022. The next call is coming. My followers will see it first. Follow and turn notifications on.
Nonzee58,065 views • 17 days ago
THIS BUBBLE IS WORSE THAN 2000 If you have money in the stock market, read this carefully. The market is climbing while liquidity gets pulled out underneath it. Now look at valuations. Shiller CAPE: 42.05. The only time it was higher was 1999, right before the dot-com crash. Buffett Indicator: 229.9%. In 2000, it was 146%. That means today’s market is 1.6x higher than the dot-com peak by that metric. Buffett is sitting on $325B in cash and selling stocks. He is not guessing. He is reading the same math. Now concentration. Top 10 stocks control 41% of the S&P 500. They generate only 32% of profits. In 2000, top concentration was 23%. This is not a diversified index anymore. It is a crowded bet on a handful of companies, and most of them are tied to the same AI story. Now add leverage. Margin debt hit $1.28T. That is 4.1% of GDP. In 2000, it was 2.7%. Investors are borrowing more to buy stocks than they did at the dot-com peak. And the reversal may have already started. Margin debt peaked in January 2026 and dropped 4.5% in two months. The S&P dropped 5.9% in the same window. Last time margin debt rolled before the market? 2000. 2007. Every time, the market followed. Now look at AI. In 2000, telecom companies spent billions building fiber for “the internet future.” Capex hit 4.5% of GDP. Today, hyperscalers are spending on data centers for “the AI future.” Tech capex is 4.4% of GDP. Almost the same number. Back then, Lucent and Nortel helped finance customers who bought their equipment. Today, Nvidia invests in companies that buy Nvidia chips. Same loop. Different label. In 2000, the bubble was internet infrastructure. In 2026, it is AI infrastructure. The companies are bigger now. The spending is bigger. The index concentration is worse. The leverage is higher. And the market is priced like the returns are already guaranteed. That is the danger. If one major earnings report shows AI spending is not paying off, the repricing starts. And with 41% of the index sitting in the same trade, there is nowhere clean to hide. That’s why I’m watching this situation very closely right now. When the next move becomes clear, I’ll post it here first. Follow and turn notifications on.
Nonzee81,756 views • 25 days ago
$BTC FOLLOW THE SAME SCRIPT EVERY CYCLE Every. Single. Time. - Minimum 350 days of pain - Bottom doesn't form before MA350 gets touched - Price always falls further than the crowd thinks possible Here's the problem. $BTC is still holding around $80K while the 350-day MA sits near $47K, completely untouched. That gap doesn't stay open. It never has. Everyone is celebrating strength too early. The real flush comes when confidence gets too crowded, and right now the market is acting like the bottom is already in. It's not. When $BTC finally tags the 350-day MA, that's the moment I flip aggressively bullish. Not before. When the next move becomes clear, I’ll post it here first. Turn notifications on. Most people will follow me too late.
Nonzee53,380 views • 20 days ago
🇺🇸 TRUMP IS OFFICIALLY MAKING BITCOIN THE PEOPLE’S CURRENCY ELIMINATING TAXES ON SMALL $BTC PAYMENTS IS THE SMARTEST MOVE FOR THE US ECONOMY IN DECADES! IT’S TIME TO STOP TREATING CRYPTO LIKE A CRIME AND START TREATING IT LIKE THE FUTURE. HYPERBITCOINIZATION IS HERE 🔥
Nonzee248,982 views • 4 months ago
🚨 SOMETHING VERY BAD IS HAPPENING The stock market keeps making new all-time highs. 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. Turn notifications on. The next move won’t wait for you.
Nonzee76,059 views • 1 month ago
$BTC IS MOVING IN A VERY PREDICTABLE PATTERN 2018–2021: – 365 days down – 1,066 days up – Top at $69,000 2022–2025: – 365 days down again – 1,065 days up – Top at $126,000 2026–2029: – 365 days down is happening now – Then ~1,066 days up Same timing. Same structure. It breaks conviction first. Then it rewards the few who understood where they were in the cycle. Just to remind you, I was the only one who called the last cycle bottom and top. If you missed those, it’s fine. I’ll call the next one too. Turn notifications on. Most people will follow me too late.
Nonzee55,540 views • 1 month ago
🚨 NOBODY WARNED YOU ABOUT THIS S&P 500 keeps trying to push higher on weak volume. That is not a healthy rally. Price up → no real demand. Volume back → wrong side trapped. Pressure builds → market drops. The pattern is back, and buyers get trapped. Turn notifications on. Most people will see it too late.
Nonzee42,063 views • 1 month ago