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BREAKING: MACRO JUST FLIPPED. AND BITCOIN IS ALREADY PRICING IT IN. Tom Lee, live on CNBC: “Bitcoin no longer follows the halving. It follows the ISM. When ISM crosses above 50, crypto goes into supercycle mode.” The data is brutal: - Detrended Bitcoin tracks the business cycle almost perfectly...

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Merlijn The Trader

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338,912 Aufrufe • vor 10 Monaten •via X (Twitter)

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🚨 BITCOIN JUST GOT A MAJOR MACRO BULL SIGNAL. U.S. ISM Manufacturing just surged to 55.6, beating expectations of 54. Above 50 = economic expansion. And historically, a rising ISM cycle has been one of the strongest macro backdrops for Bitcoin. The same expansionary environment helped fuel the 2017 and 2021 bull markets. Now ISM is back at its highest level since 2022. If it stays above 50, the macro cycle is turning increasingly bullish for Bitcoin. Don't ignore this.
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🚨 BITCOIN JUST GOT A MAJOR MACRO BULL SIGNAL. U.S. ISM Manufacturing just surged to 55.6, beating expectations of 54. Above 50 = economic expansion. And historically, a rising ISM cycle has been one of the strongest macro backdrops for Bitcoin. The same expansionary environment helped fuel the 2017 and 2021 bull markets. Now ISM is back at its highest level since 2022. If it stays above 50, the macro cycle is turning increasingly bullish for Bitcoin. Don't ignore this.

Mister Crypto

15,943 Aufrufe • vor 2 Monaten

BREAKING: THIS ISN’T A CRASH. IT’S A COIL. Raoul Pal just spelled it out: The old 4-year halving cycle is over. We’re in a liquidity-driven supercycle. For 15 years the script was simple: Halving. Supply shock. Retail mania. Top. Winter. That ended when $125B+ ETFs, sovereigns, and macro funds turned Bitcoin into a global asset. Now we trade liquidity, not calendars. - Business cycle bottoming - Fiscal stimulus loading - Global money printer warming up - Institutions forced to chase Corrections aren’t endings anymore. They’re slingshots. The crowd sees red candles and panic. Macro sees re-entry zones. Parabolic never feels safe. It feels wrong, overextended, “too late”… right until it isn’t. You have a choice: Trade like it’s the old cycle that no longer exists. Or position for the exponential curve already in motion. The dip is temporary. The breakout is coming. Coil loaded. Spring ready. Act like it.
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BREAKING: THIS ISN’T A CRASH. IT’S A COIL. Raoul Pal just spelled it out: The old 4-year halving cycle is over. We’re in a liquidity-driven supercycle. For 15 years the script was simple: Halving. Supply shock. Retail mania. Top. Winter. That ended when $125B+ ETFs, sovereigns, and macro funds turned Bitcoin into a global asset. Now we trade liquidity, not calendars. - Business cycle bottoming - Fiscal stimulus loading - Global money printer warming up - Institutions forced to chase Corrections aren’t endings anymore. They’re slingshots. The crowd sees red candles and panic. Macro sees re-entry zones. Parabolic never feels safe. It feels wrong, overextended, “too late”… right until it isn’t. You have a choice: Trade like it’s the old cycle that no longer exists. Or position for the exponential curve already in motion. The dip is temporary. The breakout is coming. Coil loaded. Spring ready. Act like it.

Merlijn The Trader

112,555 Aufrufe • vor 9 Monaten

🔥TOM LEE: “THIS DOESN’T LOOK LIKE A 4-YEAR BITCOIN CYCLE.” Lee argues this cycle is behaving differently from every prior Bitcoin cycle: 1️⃣ On-chain activity is rising. ETH addresses, usage, and TVL are moving higher — the opposite of prior cycle tops. 2️⃣ Leverage washout already happened. The October 10 selloff wiped out more leverage than November 2022, effectively front-loading the pain. 3️⃣ The macro cycle doesn’t confirm a peak. Bitcoin has never topped without ISM peaking — yet ISM has been below 50 for 36 straight months. 4️⃣ Inter-market signals don’t align. Every $BTC peak coincided with copper outperforming gold — today, gold is still leading.
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🔥TOM LEE: “THIS DOESN’T LOOK LIKE A 4-YEAR BITCOIN CYCLE.” Lee argues this cycle is behaving differently from every prior Bitcoin cycle: 1️⃣ On-chain activity is rising. ETH addresses, usage, and TVL are moving higher — the opposite of prior cycle tops. 2️⃣ Leverage washout already happened. The October 10 selloff wiped out more leverage than November 2022, effectively front-loading the pain. 3️⃣ The macro cycle doesn’t confirm a peak. Bitcoin has never topped without ISM peaking — yet ISM has been below 50 for 36 straight months. 4️⃣ Inter-market signals don’t align. Every $BTC peak coincided with copper outperforming gold — today, gold is still leading.

Coin Bureau

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BREAKING: RAOUL PAL JUST CALLED THE ALTCOIN SUPERCYCLE. 2026 isn’t another year. It’s the vertical phase. His exact words: “Bitcoin leads. Ethereum follows. Then liquidity spills into everything else and alts go parabolic.” Timeline: 12–18 months from today. The setup is perfect: - Rate cuts are locked and loading - Global liquidity is surging - Retail is still scared and sidelined - Institutions are quietly accumulating First half of the bull: institutional repricing Second half: retail FOMO into garbage That’s when the 10–50× rotations happen in silence. Right now the market isn’t late. It’s coiled like a spring. Altseason isn’t dead. It’s sleeping. And 2026 is the alarm clock. Front-run the fear. Don’t chase the frenzy. Position now. Or watch from the sidelines when the rocket leaves.
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BREAKING: RAOUL PAL JUST CALLED THE ALTCOIN SUPERCYCLE. 2026 isn’t another year. It’s the vertical phase. His exact words: “Bitcoin leads. Ethereum follows. Then liquidity spills into everything else and alts go parabolic.” Timeline: 12–18 months from today. The setup is perfect: - Rate cuts are locked and loading - Global liquidity is surging - Retail is still scared and sidelined - Institutions are quietly accumulating First half of the bull: institutional repricing Second half: retail FOMO into garbage That’s when the 10–50× rotations happen in silence. Right now the market isn’t late. It’s coiled like a spring. Altseason isn’t dead. It’s sleeping. And 2026 is the alarm clock. Front-run the fear. Don’t chase the frenzy. Position now. Or watch from the sidelines when the rocket leaves.

Merlijn The Trader

51,885 Aufrufe • vor 10 Monaten

5 red monthly candles on ETH and altcoins falling nonstop. But after years, PMI regional data is pointing toward expansion. The business cycle that has correlated with every crypto bull and bear is shifting. The last two times crypto looked like this on the macro, it was the bottom. I could be wrong and if I am I'll say it. But the data right now doesn't say bear market starting. It says bear market ending. ISM prints tomorrow morning... Intro 00:00 ISM PMI about to turn 00:50 Bitcoin bear vs. bull 2:50 Ethereum 7:30 Altcoins 13:25
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5 red monthly candles on ETH and altcoins falling nonstop. But after years, PMI regional data is pointing toward expansion. The business cycle that has correlated with every crypto bull and bear is shifting. The last two times crypto looked like this on the macro, it was the bottom. I could be wrong and if I am I'll say it. But the data right now doesn't say bear market starting. It says bear market ending. ISM prints tomorrow morning... Intro 00:00 ISM PMI about to turn 00:50 Bitcoin bear vs. bull 2:50 Ethereum 7:30 Altcoins 13:25

Dan Gambardello

65,274 Aufrufe • vor 8 Monaten

ALTSEASON ISN’T DEAD. IT’S LOADING. Raoul Pal just nailed it: “Alts don’t run on hopium. They run on macro.” - Tight cycle, no risk appetite - Business cycle expansion, altcoin explosion And the macro is turning fast. - $150B+ in tax refunds hitting households 2026 - Fed easing cycle underway - Global liquidity surging - Treasury run by a macro trader - Policy tailwinds guaranteed Altcoins behave exactly like small caps. They rip hardest when liquidity rips. The next wave isn’t driven by hype. It’s driven by policy. Sentiment is fear. Prices are discounted. Capital is on the sidelines. This isn’t just another setup. This is the perfect storm. The herd isn’t here yet. But when it arrives… It won’t ask permission. Front-run the expansion. Or get trampled by it. Altseason isn’t coming. It’s loading. Get ready.
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ALTSEASON ISN’T DEAD. IT’S LOADING. Raoul Pal just nailed it: “Alts don’t run on hopium. They run on macro.” - Tight cycle, no risk appetite - Business cycle expansion, altcoin explosion And the macro is turning fast. - $150B+ in tax refunds hitting households 2026 - Fed easing cycle underway - Global liquidity surging - Treasury run by a macro trader - Policy tailwinds guaranteed Altcoins behave exactly like small caps. They rip hardest when liquidity rips. The next wave isn’t driven by hype. It’s driven by policy. Sentiment is fear. Prices are discounted. Capital is on the sidelines. This isn’t just another setup. This is the perfect storm. The herd isn’t here yet. But when it arrives… It won’t ask permission. Front-run the expansion. Or get trampled by it. Altseason isn’t coming. It’s loading. Get ready.

Merlijn The Trader

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🚨 THIS CHART PREDICTED EVERY BITCOIN BOTTOM SINCE 2011 Bitcoin and macro cycles are heavily correlated, believe it or not. Every time the business cycle bottoms and starts moving toward expansion → Bitcoin explodes with it. The liquidity cycle isn’t even halfway done, and BTC is bleeding heavily. As soon as the business cycle starts expanding, we can expect Bitcoin to start moving again. Right now, we’re in the phase where most get shaken out. Stick to your analysis and hold on to your positions. Historically, you will win in the end.
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🚨 THIS CHART PREDICTED EVERY BITCOIN BOTTOM SINCE 2011 Bitcoin and macro cycles are heavily correlated, believe it or not. Every time the business cycle bottoms and starts moving toward expansion → Bitcoin explodes with it. The liquidity cycle isn’t even halfway done, and BTC is bleeding heavily. As soon as the business cycle starts expanding, we can expect Bitcoin to start moving again. Right now, we’re in the phase where most get shaken out. Stick to your analysis and hold on to your positions. Historically, you will win in the end.

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“The 4-Year Bitcoin Cycle Is DEAD! Here’s What Replaces It" | James Lavish 0:00 Coming Up 1:31 Are We Still in a Bull Market? 3:37 The Death of Bitcoin’s 4-Year Cycle 5:12 – Global Liquidity Is Drying Up Fast 8:41 The Fed’s Hidden Liquidity Problem 13:25 QE Is Quietly Coming Back 17:27 Politics, Midterms and Fed Power Plays 23:11 Endless Deficits Mean Dollar Debasement 29:19 Why Retail Investors Keep Losing 42:50 Inside the Bitcoin Treasury Boom 59:29 Bitcoin’s Path to $150K and Beyond
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“The 4-Year Bitcoin Cycle Is DEAD! Here’s What Replaces It" | James Lavish 0:00 Coming Up 1:31 Are We Still in a Bull Market? 3:37 The Death of Bitcoin’s 4-Year Cycle 5:12 – Global Liquidity Is Drying Up Fast 8:41 The Fed’s Hidden Liquidity Problem 13:25 QE Is Quietly Coming Back 17:27 Politics, Midterms and Fed Power Plays 23:11 Endless Deficits Mean Dollar Debasement 29:19 Why Retail Investors Keep Losing 42:50 Inside the Bitcoin Treasury Boom 59:29 Bitcoin’s Path to $150K and Beyond

The Wolf Of All Streets

43,739 Aufrufe • vor 10 Monaten

🚨 BITCOIN FOLLOWS THIS PATTERN FOR 12 YEARS Everyone says the cycle is dead. But the chart says the opposite. Bitcoin has followed the same timing pattern for more than a DECADE../ Cycle top → 1430 days. Cycle bottom → 1460 days. This happened in 2013. This happened in 2017. This happened in 2021. This happened in 2025. Now Bitcoin is following the same structure one more time. The last major top came almost exactly on schedule, around 1431 days after the previous cycle top. That is not random. That is the cycle repeating. Now the next major low is projected around 1460 days from the last cycle bottom. That means the final dump is not chaos. It is part of the same pattern Bitcoin has followed for years. People will call it panic. People will call it the end. But historically, this is where Bitcoin creates the next bottom. Same timing. Same structure. Same cycle. Final bottom: 2026. Then the next expansion starts. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.
0:41

🚨 BITCOIN FOLLOWS THIS PATTERN FOR 12 YEARS Everyone says the cycle is dead. But the chart says the opposite. Bitcoin has followed the same timing pattern for more than a DECADE../ Cycle top → 1430 days. Cycle bottom → 1460 days. This happened in 2013. This happened in 2017. This happened in 2021. This happened in 2025. Now Bitcoin is following the same structure one more time. The last major top came almost exactly on schedule, around 1431 days after the previous cycle top. That is not random. That is the cycle repeating. Now the next major low is projected around 1460 days from the last cycle bottom. That means the final dump is not chaos. It is part of the same pattern Bitcoin has followed for years. People will call it panic. People will call it the end. But historically, this is where Bitcoin creates the next bottom. Same timing. Same structure. Same cycle. Final bottom: 2026. Then the next expansion starts. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

28,699 Aufrufe • vor 4 Monaten

The Most Bullish Bitcoin Macro Setup in HISTORY?! Bitcoin is ripping higher while real yields are near the highest levels in the post-2010 data, the dollar is basically flat, and macro conditions are still far from an obvious tailwind. In this video, I break down why Bitcoin gaining roughly 18.5% through a major real-rate tightening window may be one of the most important signals in the market right now. We’ll look at the Treasury curve, DXY, gold, oil, inflation expectations, credit, and Bitcoin priced in gold to figure out what regime we’re actually in. Then we test the historical data to see how Bitcoin has behaved when the dollar and real yields move together, and what could happen if those headwinds eventually reverse. The big question is simple: if Bitcoin is already this strong before the macro tailwind arrives, what happens when the wind finally turns?
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The Most Bullish Bitcoin Macro Setup in HISTORY?! Bitcoin is ripping higher while real yields are near the highest levels in the post-2010 data, the dollar is basically flat, and macro conditions are still far from an obvious tailwind. In this video, I break down why Bitcoin gaining roughly 18.5% through a major real-rate tightening window may be one of the most important signals in the market right now. We’ll look at the Treasury curve, DXY, gold, oil, inflation expectations, credit, and Bitcoin priced in gold to figure out what regime we’re actually in. Then we test the historical data to see how Bitcoin has behaved when the dollar and real yields move together, and what could happen if those headwinds eventually reverse. The big question is simple: if Bitcoin is already this strong before the macro tailwind arrives, what happens when the wind finally turns?

Adam Livingston

19,972 Aufrufe • vor 18 Tagen

🚨 THIS IS THE TRUTH MOST PEOPLE STILL DON’T UNDERSTAND 🚨 Retail is giving up on crypto. After months of chop, no new ATHs, and endless volatility, many former crypto traders are running back to stocks hoping for “safer” returns. But the timing couldn’t be worse. The stock market is sitting at historically stretched valuations while recession fears, liquidity issues, and macro uncertainty continue building beneath the surface. Meanwhile, institutions are quietly doing the opposite of retail. In 2026 alone, Bitcoin ETFs have already absorbed tens of billions in capital. Some weeks saw over $1B in inflows in just a few trading days. BlackRock, pension funds, hedge funds, and sovereign players are accumulating while retail investors are distracted by fear and boredom. This cycle is no longer driven by hype. It’s driven by institutional flows. The old four-year cycle is dead. ETFs now move more capital in days than miners produce in weeks. That changes everything. Most people think crypto is dead because price action has been slow. Smart money understands this is exactly how accumulation phases look before expansion begins. At the same time, traditional markets are showing cracks everywhere: • Debt levels are exploding • Liquidity is tightening • Consumers are getting weaker • Global tensions are rising • Confidence in fiat systems continues to erode And when the next wave of monetary easing starts, capital will search for the hardest assets on Earth. Bitcoin will be one of them. Retail is preparing for a stock market recovery. Institutions are preparing for the next crypto expansion
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🚨 THIS IS THE TRUTH MOST PEOPLE STILL DON’T UNDERSTAND 🚨 Retail is giving up on crypto. After months of chop, no new ATHs, and endless volatility, many former crypto traders are running back to stocks hoping for “safer” returns. But the timing couldn’t be worse. The stock market is sitting at historically stretched valuations while recession fears, liquidity issues, and macro uncertainty continue building beneath the surface. Meanwhile, institutions are quietly doing the opposite of retail. In 2026 alone, Bitcoin ETFs have already absorbed tens of billions in capital. Some weeks saw over $1B in inflows in just a few trading days. BlackRock, pension funds, hedge funds, and sovereign players are accumulating while retail investors are distracted by fear and boredom. This cycle is no longer driven by hype. It’s driven by institutional flows. The old four-year cycle is dead. ETFs now move more capital in days than miners produce in weeks. That changes everything. Most people think crypto is dead because price action has been slow. Smart money understands this is exactly how accumulation phases look before expansion begins. At the same time, traditional markets are showing cracks everywhere: • Debt levels are exploding • Liquidity is tightening • Consumers are getting weaker • Global tensions are rising • Confidence in fiat systems continues to erode And when the next wave of monetary easing starts, capital will search for the hardest assets on Earth. Bitcoin will be one of them. Retail is preparing for a stock market recovery. Institutions are preparing for the next crypto expansion

Daniel Lee

10,912 Aufrufe • vor 3 Monaten

BITCOIN'S "DIGITAL GOLD" NARRATIVE JUST FAILED ITS BIGGEST TEST While gold surged past $5,000 and silver hit record after record... Bitcoin dropped 6% in 2025. Silver is up 138%. Bitcoin? Down 30% from its October high. The "digital gold" thesis is collapsing. But here's what most people are getting wrong about WHY... My good friend Michael Howell at CrossBorder Capital/ GLIndexes nailed it: This isn't a "Great Debasement" trade. If it were, Bitcoin would be celebrating and bonds would be in freefall. Neither is happening. THE REAL DRIVER: CHINA The People's Bank of China has added $1.1T to Chinese money markets over the past year. And they'll likely do the same again this year. This aggressive monetary debasement is pushing Chinese residents into gold as an inflation hedge. You see, Chinese residents are big gold buyers but NOT big Bitcoin buyers. Why? The PBoC banned cryptocurrencies onshore. So when China prints money, it flows into gold, not crypto. And because the Yuan is stable against the dollar (capital controls and trade surplus), changes in the Yuan gold price transmit virtually 1:1 into the US dollar gold price. Bitcoin gets none of this flow. THE LIQUIDITY PROBLEM Michael's research shows something critical: Cryptocurrencies are the most liquidity-sensitive assets on the planet. And Global Liquidity is starting to slow. During the last liquidity downswing from late 2021 through 2022, Bitcoin fell from $65k to under $20k. In the next upswing, it gained over $100k. Now liquidity is peaking again. Bond term premia have stopped rising. Bitcoin is flatlining. The correlation between Global Liquidity and Bitcoin is ironclad. And the cycle is turning against crypto. THE OCTOBER CRASH EXPOSED EVERYTHING On October 10, 2025, Trump's 100% China tariff threat triggered the largest single-day liquidation in crypto history. $19B wiped out in 24 hours. 1.6M accounts blown up. Bitcoin plunged from $126,000 to below $105,000. Order book depth collapsed 98%. This was a stress test And Bitcoin failed. THE "HEDGE" THAT ISN'T During recent geopolitical tensions over Greenland: Gold rose 8.6%. Bitcoin dropped 6.6%. NYDIG found that Bitcoin behaves like an "ATM" during crises. Investors sell it first to raise cash. That's not a hedge. That's a liquidity source. Meanwhile, central banks are buying gold at record levels. They're not touching Bitcoin. THE MINING DEATH SPIRAL Hashprice - the key profitability metric - fell to $35-36 per PH/s/day in November. Below breakeven for most operations. 2025 was the "harshest margin environment of all time." ROI on new mining rigs? 1,000 days. In 2017? Same equipment paid for itself in 3-6 months. AI data centers are outbidding miners for cheap electricity. The squeeze is structural. WHERE THIS IS HEADING Paolo Ardoino, Tether's CEO, said it himself last week: "There are foreign countries buying a lot of gold, and we believe these countries will soon launch tokenized versions of gold as a competitive currency to the US dollar." Gold is being repositioned as foundational collateral beneath a fragmented digital monetary landscape. The BRICS are building gold-backed currencies to accelerate dedollarization. And ironically, the US will use gold-backed stablecoins to DEFEND the dollar's dominance. Gold, forever the bane of the dollar's existence, is being resurrected as its savior. A new monetary age is coming. And Bitcoin isn't part of it. MY TAKE My good friend Michael is right: Monetary debasement is a long-term investment strategy, not a short-term trade. But Bitcoin's cycle is no longer a simple 4 year halving cycle based on supply. It's a complex demand cycle driven by Global Liquidity. And that liquidity is peaking. When Chinese liquidity floods into gold while Bitcoin sits banned on the mainland... When Global Liquidity peaks and crypto flatlines... When the asset fails every stress test thrown at it... There's a serious problem.
1:06

BITCOIN'S "DIGITAL GOLD" NARRATIVE JUST FAILED ITS BIGGEST TEST While gold surged past $5,000 and silver hit record after record... Bitcoin dropped 6% in 2025. Silver is up 138%. Bitcoin? Down 30% from its October high. The "digital gold" thesis is collapsing. But here's what most people are getting wrong about WHY... My good friend Michael Howell at CrossBorder Capital/ GLIndexes nailed it: This isn't a "Great Debasement" trade. If it were, Bitcoin would be celebrating and bonds would be in freefall. Neither is happening. THE REAL DRIVER: CHINA The People's Bank of China has added $1.1T to Chinese money markets over the past year. And they'll likely do the same again this year. This aggressive monetary debasement is pushing Chinese residents into gold as an inflation hedge. You see, Chinese residents are big gold buyers but NOT big Bitcoin buyers. Why? The PBoC banned cryptocurrencies onshore. So when China prints money, it flows into gold, not crypto. And because the Yuan is stable against the dollar (capital controls and trade surplus), changes in the Yuan gold price transmit virtually 1:1 into the US dollar gold price. Bitcoin gets none of this flow. THE LIQUIDITY PROBLEM Michael's research shows something critical: Cryptocurrencies are the most liquidity-sensitive assets on the planet. And Global Liquidity is starting to slow. During the last liquidity downswing from late 2021 through 2022, Bitcoin fell from $65k to under $20k. In the next upswing, it gained over $100k. Now liquidity is peaking again. Bond term premia have stopped rising. Bitcoin is flatlining. The correlation between Global Liquidity and Bitcoin is ironclad. And the cycle is turning against crypto. THE OCTOBER CRASH EXPOSED EVERYTHING On October 10, 2025, Trump's 100% China tariff threat triggered the largest single-day liquidation in crypto history. $19B wiped out in 24 hours. 1.6M accounts blown up. Bitcoin plunged from $126,000 to below $105,000. Order book depth collapsed 98%. This was a stress test And Bitcoin failed. THE "HEDGE" THAT ISN'T During recent geopolitical tensions over Greenland: Gold rose 8.6%. Bitcoin dropped 6.6%. NYDIG found that Bitcoin behaves like an "ATM" during crises. Investors sell it first to raise cash. That's not a hedge. That's a liquidity source. Meanwhile, central banks are buying gold at record levels. They're not touching Bitcoin. THE MINING DEATH SPIRAL Hashprice - the key profitability metric - fell to $35-36 per PH/s/day in November. Below breakeven for most operations. 2025 was the "harshest margin environment of all time." ROI on new mining rigs? 1,000 days. In 2017? Same equipment paid for itself in 3-6 months. AI data centers are outbidding miners for cheap electricity. The squeeze is structural. WHERE THIS IS HEADING Paolo Ardoino, Tether's CEO, said it himself last week: "There are foreign countries buying a lot of gold, and we believe these countries will soon launch tokenized versions of gold as a competitive currency to the US dollar." Gold is being repositioned as foundational collateral beneath a fragmented digital monetary landscape. The BRICS are building gold-backed currencies to accelerate dedollarization. And ironically, the US will use gold-backed stablecoins to DEFEND the dollar's dominance. Gold, forever the bane of the dollar's existence, is being resurrected as its savior. A new monetary age is coming. And Bitcoin isn't part of it. MY TAKE My good friend Michael is right: Monetary debasement is a long-term investment strategy, not a short-term trade. But Bitcoin's cycle is no longer a simple 4 year halving cycle based on supply. It's a complex demand cycle driven by Global Liquidity. And that liquidity is peaking. When Chinese liquidity floods into gold while Bitcoin sits banned on the mainland... When Global Liquidity peaks and crypto flatlines... When the asset fails every stress test thrown at it... There's a serious problem.

George Noble

133,978 Aufrufe • vor 8 Monaten

🚨 THE ISM PMI JUST GAVE BITCOIN ITS BULL RUN SIGNAL Every bottom in the manufacturing data lines up with the largest Bitcoin bull runs. Below 50 = contraction → above 50 = expansion. Two days ago, we went from contraction into expansion. The fastest expansion in four years. These are the bull‑market conditions you've been waiting for. This is exactly where real money gets made, but most people are too afraid. Don't be one of those people.
0:49

🚨 THE ISM PMI JUST GAVE BITCOIN ITS BULL RUN SIGNAL Every bottom in the manufacturing data lines up with the largest Bitcoin bull runs. Below 50 = contraction → above 50 = expansion. Two days ago, we went from contraction into expansion. The fastest expansion in four years. These are the bull‑market conditions you've been waiting for. This is exactly where real money gets made, but most people are too afraid. Don't be one of those people.

Coinvo Trading

38,856 Aufrufe • vor 8 Monaten

The rate cut isn’t the real story today. Everyone is staring at the Fed short term headlines which ultimately do not matter…meanwhile the actual macro signals are flashing. The Russell 2000 is breaking into all-time-high territory. That’s the chart that maps directly to business activity, PMI expansion, and liquidity rotations. And every time this happens near the end of a tightening cycle, it leads into a full-on altcoin expansion cycle. Add in a transitioning Fed, a pro-growth policy shift coming in 2026, QT ending, and Ethereum pressing a multi-year breakout…and the setup is epic. If you’re an altcoin holder, this is the moment to pay attention. Intro 00:00 The real FED news to watch 1:40 Russell 2000 4:55 Altcoins 7:20 Ethereum 9:05
12:20

The rate cut isn’t the real story today. Everyone is staring at the Fed short term headlines which ultimately do not matter…meanwhile the actual macro signals are flashing. The Russell 2000 is breaking into all-time-high territory. That’s the chart that maps directly to business activity, PMI expansion, and liquidity rotations. And every time this happens near the end of a tightening cycle, it leads into a full-on altcoin expansion cycle. Add in a transitioning Fed, a pro-growth policy shift coming in 2026, QT ending, and Ethereum pressing a multi-year breakout…and the setup is epic. If you’re an altcoin holder, this is the moment to pay attention. Intro 00:00 The real FED news to watch 1:40 Russell 2000 4:55 Altcoins 7:20 Ethereum 9:05

Dan Gambardello

65,156 Aufrufe • vor 10 Monaten

The End of the 4-Year Bitcoin Cycle — Why the BTC "Capital Cycle" is Next w/ Alex Leishman | Bitcoin Magazine Podcast Ep 15 "Bitcoin is where people park wealth. When they want to start doing things with it, we see cycles. The capital will cycle back — the question is when." Everything lined up for Bitcoin, and then AI sucked the oxygen out of the room. Was this just the typical 4-year cycle in action, or is a new market dynamic taking shape? Alexander Leishman 🇺🇸 of River discusses with Brandon on where the capital actually went, and what the future holds for BTC market cycles.
57:16

The End of the 4-Year Bitcoin Cycle — Why the BTC "Capital Cycle" is Next w/ Alex Leishman | Bitcoin Magazine Podcast Ep 15 "Bitcoin is where people park wealth. When they want to start doing things with it, we see cycles. The capital will cycle back — the question is when." Everything lined up for Bitcoin, and then AI sucked the oxygen out of the room. Was this just the typical 4-year cycle in action, or is a new market dynamic taking shape? Alexander Leishman 🇺🇸 of River discusses with Brandon on where the capital actually went, and what the future holds for BTC market cycles.

Bitcoin Magazine

19,345 Aufrufe • vor 3 Monaten

🚨 SOMETHING MASSIVE IS HAPPENING RIGHT NOW Everyone is still waiting for one more BTC crash. But almost nobody understands what actually changed. Smart Money is rotating into crypto. While stocks stall and bonds break highs, Bitcoin is outperforming every major asset class. This is not retail FOMO. This is capital moving. Institutions are buying BTC and ETH at record levels. US spot Bitcoin ETFs just took in $2.39 BILLION in the week ending September 25. The strongest weekly inflow since October 2025. BlackRock’s IBIT alone absorbed $1.16 billion. Ether ETFs added another $690 million. Solana funds took in $188 million. That is not a bounce. That is demand. Bitcoin is back above the 50-week moving average. That level has marked every major trend reversal in Bitcoin’s history. This time is no different. The total crypto market cap just hit $3 trillion for the first time in 8 months. ETH/BTC just printed its highest weekly close in 8 months. That is the signal alts have been waiting for. And here is the part almost nobody wants to admit: → We got rate hikes. → High oil prices. → A failed Clarity Act. → Exchange shutdowns. → Hacks. → Quantum FUD. → WW3 trending. And the market still pumped. Bear markets do not absorb that kind of pressure. They break. This one did not. Most people are still staring at the old low and waiting for a perfect retest. They always do. By the time they feel safe, the easy part of the move is already gone. I’ve been trading markets for over 10 years. I called the Bitcoin bottom at $16,000 and the top at $126,000. When the next important rotation starts, I’ll post exactly what I’m doing here like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
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🚨 SOMETHING MASSIVE IS HAPPENING RIGHT NOW Everyone is still waiting for one more BTC crash. But almost nobody understands what actually changed. Smart Money is rotating into crypto. While stocks stall and bonds break highs, Bitcoin is outperforming every major asset class. This is not retail FOMO. This is capital moving. Institutions are buying BTC and ETH at record levels. US spot Bitcoin ETFs just took in $2.39 BILLION in the week ending September 25. The strongest weekly inflow since October 2025. BlackRock’s IBIT alone absorbed $1.16 billion. Ether ETFs added another $690 million. Solana funds took in $188 million. That is not a bounce. That is demand. Bitcoin is back above the 50-week moving average. That level has marked every major trend reversal in Bitcoin’s history. This time is no different. The total crypto market cap just hit $3 trillion for the first time in 8 months. ETH/BTC just printed its highest weekly close in 8 months. That is the signal alts have been waiting for. And here is the part almost nobody wants to admit: → We got rate hikes. → High oil prices. → A failed Clarity Act. → Exchange shutdowns. → Hacks. → Quantum FUD. → WW3 trending. And the market still pumped. Bear markets do not absorb that kind of pressure. They break. This one did not. Most people are still staring at the old low and waiting for a perfect retest. They always do. By the time they feel safe, the easy part of the move is already gone. I’ve been trading markets for over 10 years. I called the Bitcoin bottom at $16,000 and the top at $126,000. When the next important rotation starts, I’ll post exactly what I’m doing here like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

MARMOT

18,718 Aufrufe • vor 12 Tagen

The 4-year cycle says Bitcoin will bottom in October. Bitcoin priced in gold says it may have already bottomed...back above the 20-week MA, the same move that confirmed the 2018 and 2022 lows. Copper vs gold also bottomed. Russell 2000 at all-time highs. PMI expanding. QT over, and altcoin dominance trending up with the business cycle, the same sequence as last cycle. What if Bitcoin is mid-cycle, not late-cycle, and altcoins are getting ready to exit a 5-year bear market? Prepare for both scenarios. But the business cycle is the engine. Intro 00:00 The beginning 2:10 Bitcoin Gold bottom 3:00 Copper, Russell Business cycle 7:00 Altcoins and PMI 9:30
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The 4-year cycle says Bitcoin will bottom in October. Bitcoin priced in gold says it may have already bottomed...back above the 20-week MA, the same move that confirmed the 2018 and 2022 lows. Copper vs gold also bottomed. Russell 2000 at all-time highs. PMI expanding. QT over, and altcoin dominance trending up with the business cycle, the same sequence as last cycle. What if Bitcoin is mid-cycle, not late-cycle, and altcoins are getting ready to exit a 5-year bear market? Prepare for both scenarios. But the business cycle is the engine. Intro 00:00 The beginning 2:10 Bitcoin Gold bottom 3:00 Copper, Russell Business cycle 7:00 Altcoins and PMI 9:30

Dan Gambardello

26,873 Aufrufe • vor 2 Monaten