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EVERYONE THINKS BITCOIN IS BROKEN. GOLD LOOKED EXACTLY LIKE THIS IN 1976. Three peaks. A brutal drop. Then a slow grind back to the 0.236 while everyone had already left. From there gold tripled into the 1.618. Bitcoin is at $65.4K, sitting right on its own 0.236 at $61,711.... show more

Merlijn The Trader

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41,989 次观看 • 8 天前 •via X (Twitter)

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🚨 BITCOIN IS ABOUT TO BOTTOM AND REPEAT THE 1970 GOLD RALLY. In the 70's, gold decoupled from the dollar and it saw an insane rally. It all started with a drop to the 0.382% Fibonacci level and that is happening again, decades later. Bitcoin is following its footsteps as digital gold. If this is accurate, it will be brutal.

🚨 BITCOIN IS ABOUT TO BOTTOM AND REPEAT THE 1970 GOLD RALLY. In the 70's, gold decoupled from the dollar and it saw an insane rally. It all started with a drop to the 0.382% Fibonacci level and that is happening again, decades later. Bitcoin is following its footsteps as digital gold. If this is accurate, it will be brutal.

Coinvo Trading

12,885 次观看 • 1 个月前

GOLD 1974. BITCOIN 2026. THE SAME CHART. Three waves. Same Fibonacci structure. Gold hit the 1.618 after step 3. Bitcoin's 1.618 sits at $226K. Step 3 is forming right now. Hold $62K: Fibonacci target at $226K opens. Lose it: one more flush before the move. Fifty years later. Same market pattern.

GOLD 1974. BITCOIN 2026. THE SAME CHART. Three waves. Same Fibonacci structure. Gold hit the 1.618 after step 3. Bitcoin's 1.618 sits at $226K. Step 3 is forming right now. Hold $62K: Fibonacci target at $226K opens. Lose it: one more flush before the move. Fifty years later. Same market pattern.

Merlijn The Trader

69,276 次观看 • 4 个月前

BITCOIN IS FOLLOWING GOLD’S 1970s FRACTAL ALMOST PERFECTLY. Gold crashed after its first major breakout. Everyone thought the bull market was over. Then it went on to explode another 700%+. Bitcoin has now entered the exact same retracement zone. If this comparison keeps playing out, the next BTC move could shock the entire market.

BITCOIN IS FOLLOWING GOLD’S 1970s FRACTAL ALMOST PERFECTLY. Gold crashed after its first major breakout. Everyone thought the bull market was over. Then it went on to explode another 700%+. Bitcoin has now entered the exact same retracement zone. If this comparison keeps playing out, the next BTC move could shock the entire market.

Crypto Rover

115,266 次观看 • 25 天前

I joined Bloomberg yesterday to share my latest views on bitcoin and gold. Gold is the fullback and bitcoin is the running back. It is usually the running back that scores touchdowns.

I joined Bloomberg yesterday to share my latest views on bitcoin and gold. Gold is the fullback and bitcoin is the running back. It is usually the running back that scores touchdowns.

Anthony Pompliano 🌪

2,309,805 次观看 • 9 个月前

THE PRICE OF BITCOIN IS CURRENTLY SITTING AT $87,000 THE FED IS MEETING TO DISCUSS A RATE CUT TOMORROW AND BITCOIN TRADERS ARE SWITCHING TO GOLD!

THE PRICE OF BITCOIN IS CURRENTLY SITTING AT $87,000 THE FED IS MEETING TO DISCUSS A RATE CUT TOMORROW AND BITCOIN TRADERS ARE SWITCHING TO GOLD!

That Martini Guy ₿

16,832 次观看 • 6 个月前

THE BEST BITCOIN ENTRY OF THE LAST CYCLE LOOKED EXACTLY LIKE A BREAKDOWN. 2022: price dropped below the previous top, tagged $18K, and shook everyone out. Then it ran. 2026: same setup. Price wicking under the 2021 top at $64,362 right now. Same trap. Same panic. Hold the $60K zone, and history repeats. Lose it, and it doesn't.

THE BEST BITCOIN ENTRY OF THE LAST CYCLE LOOKED EXACTLY LIKE A BREAKDOWN. 2022: price dropped below the previous top, tagged $18K, and shook everyone out. Then it ran. 2026: same setup. Price wicking under the 2021 top at $64,362 right now. Same trap. Same panic. Hold the $60K zone, and history repeats. Lose it, and it doesn't.

Merlijn The Trader

47,996 次观看 • 5 天前

$BTC is doing what Gold did in 1976 BTC is currently underperforming gold, sitting at historic lows on the BTC/gold ratio But the chart structure looks identical to Gold right before it became the defining asset of its era If history repeats BTC will be at $400k in a few years

$BTC is doing what Gold did in 1976 BTC is currently underperforming gold, sitting at historic lows on the BTC/gold ratio But the chart structure looks identical to Gold right before it became the defining asset of its era If history repeats BTC will be at $400k in a few years

Leshka.eth ⛩

10,657 次观看 • 2 个月前

Gold since April 2025: +60% Bitcoin since April 2025: -30% Gold since its January high: still near all-time highs. Bitcoin since its October high: -48%. 5 consecutive red months for Bitcoin. A 0.55 correlation with the S&P 500 as of March 1st. And people still call it "digital gold." Let me explain why that framing will cost you money: When the Middle East escalated, gold surged above $5,300. Bitcoin dropped. When equities sold off, gold held. Bitcoin sold with them. When uncertainty spiked, gold hit all-time highs. Bitcoin bled. This isn't an accident. It's the nature of WHAT these assets actually are. Gold is an asset that isn't somebody else's liability. It's not correlated with the general level of risk assets. It doesn't shift identities depending on what the market needs it to be that week. Bitcoin does. Sometimes it's digital gold. Sometimes it's correlated to NASDAQ. Sometimes it follows the dollar. Sometimes it follows liquidity. It depends on whatever narrative is convenient at the time. And narrative always follows price. That's the way it works. When Bitcoin was ripping to $126,000 in October, everyone called it a store of value. Now that it's trading at $66,000 with 5 red months, NOBODY talks about the digital gold thesis anymore. Gold doesn't have that problem. Central banks bought 863 tonnes of gold in 2025. Accumulating at the fastest pace in decades. China is buying like crazy for months. Nobody's buying Bitcoin for their sovereign reserves. Nobody's rewriting the gold thesis every quarter. I said this on back in April last year when Bitcoin was reclaiming $90,000 and everyone wanted me to be bullish on crypto: "If NASDAQ takes a header, if risk assets take another leg down, you want to bet Bitcoin goes up or down? I'd vote down." NASDAQ took a header. Risk assets took a leg down. Bitcoin went down. Gold went up. It's not complicated. Gold is insurance against irresponsible policies from central bankers and government officials. It protects you against the falling dollar. It's been doing this for 5,000 years. Bitcoin is a speculative instrument that acts like protection only when everything else is going up too. And in the environment we're heading into (geopolitical risk at generational highs, the dollar under pressure, central banks still buying, the Fed boxed in on rates) you want the real thing. Not the imitation. GOLD SURVIVED EMPIRES BITCOIN SURVIVED TWITTER

Gold since April 2025: +60% Bitcoin since April 2025: -30% Gold since its January high: still near all-time highs. Bitcoin since its October high: -48%. 5 consecutive red months for Bitcoin. A 0.55 correlation with the S&P 500 as of March 1st. And people still call it "digital gold." Let me explain why that framing will cost you money: When the Middle East escalated, gold surged above $5,300. Bitcoin dropped. When equities sold off, gold held. Bitcoin sold with them. When uncertainty spiked, gold hit all-time highs. Bitcoin bled. This isn't an accident. It's the nature of WHAT these assets actually are. Gold is an asset that isn't somebody else's liability. It's not correlated with the general level of risk assets. It doesn't shift identities depending on what the market needs it to be that week. Bitcoin does. Sometimes it's digital gold. Sometimes it's correlated to NASDAQ. Sometimes it follows the dollar. Sometimes it follows liquidity. It depends on whatever narrative is convenient at the time. And narrative always follows price. That's the way it works. When Bitcoin was ripping to $126,000 in October, everyone called it a store of value. Now that it's trading at $66,000 with 5 red months, NOBODY talks about the digital gold thesis anymore. Gold doesn't have that problem. Central banks bought 863 tonnes of gold in 2025. Accumulating at the fastest pace in decades. China is buying like crazy for months. Nobody's buying Bitcoin for their sovereign reserves. Nobody's rewriting the gold thesis every quarter. I said this on back in April last year when Bitcoin was reclaiming $90,000 and everyone wanted me to be bullish on crypto: "If NASDAQ takes a header, if risk assets take another leg down, you want to bet Bitcoin goes up or down? I'd vote down." NASDAQ took a header. Risk assets took a leg down. Bitcoin went down. Gold went up. It's not complicated. Gold is insurance against irresponsible policies from central bankers and government officials. It protects you against the falling dollar. It's been doing this for 5,000 years. Bitcoin is a speculative instrument that acts like protection only when everything else is going up too. And in the environment we're heading into (geopolitical risk at generational highs, the dollar under pressure, central banks still buying, the Fed boxed in on rates) you want the real thing. Not the imitation. GOLD SURVIVED EMPIRES BITCOIN SURVIVED TWITTER

George Noble

11,852 次观看 • 5 个月前

"Bitcoin is oversold. It's been artificially lumped in with software stocks for no good reason." Lyn Alden (Lyn Alden) on why the crash hit Bitcoin harder than it should have: "The washout from the Treasury company mNAVs was painful. The quantum FUD had to be explored. The four-year cycle had to be tested. But I think the majority of the pain is behind us." "Gold went from undervalued to fairly valued fast, the market rightsized it. It's not a bubble, but it's somewhat euphoric right now." "Sentiment on Bitcoin is unfairly negative, to say the least." "Gun to my head, if I had to bet Bitcoin or gold over the next two to three years, I'd bet Bitcoin. I own both. I've always owned both. But if I had to pick, it's Bitcoin." Translation: the crash lumped Bitcoin in with the AI software selloff it has nothing to do with. Gold ran its move and is now near fair value. Bitcoin got sold on sentiment, not fundamentals, which is exactly the setup that reverses when risk appetite returns.

"Bitcoin is oversold. It's been artificially lumped in with software stocks for no good reason." Lyn Alden (Lyn Alden) on why the crash hit Bitcoin harder than it should have: "The washout from the Treasury company mNAVs was painful. The quantum FUD had to be explored. The four-year cycle had to be tested. But I think the majority of the pain is behind us." "Gold went from undervalued to fairly valued fast, the market rightsized it. It's not a bubble, but it's somewhat euphoric right now." "Sentiment on Bitcoin is unfairly negative, to say the least." "Gun to my head, if I had to bet Bitcoin or gold over the next two to three years, I'd bet Bitcoin. I own both. I've always owned both. But if I had to pick, it's Bitcoin." Translation: the crash lumped Bitcoin in with the AI software selloff it has nothing to do with. Gold ran its move and is now near fair value. Bitcoin got sold on sentiment, not fundamentals, which is exactly the setup that reverses when risk appetite returns.

Michaël van de Poppe

127,498 次观看 • 1 个月前

Ep 3 of Beyond Digital Gold is out! Will the real Bitcoin DeFi Please Stand Up?? Everyone disagrees with what Bitcoin DeFi is. Some say it already exists through wrapped Bitcoin on Ethereum. Others argue it will happen on Bitcoin Layer 2s, while disagreeing on what Bitcoin Layer 2s are. And some believe the only real Bitcoin DeFi must happen directly on Bitcoin itself. In our latest episode in our Beyond Digital Gold documentary series with StarkWare 🥷 , we map the entire ecosystem and break down the six competing models trying to unlock Bitcoin’s trillion-dollar liquidity. Watch here 👇🏻 Full episode:

Ep 3 of Beyond Digital Gold is out! Will the real Bitcoin DeFi Please Stand Up?? Everyone disagrees with what Bitcoin DeFi is. Some say it already exists through wrapped Bitcoin on Ethereum. Others argue it will happen on Bitcoin Layer 2s, while disagreeing on what Bitcoin Layer 2s are. And some believe the only real Bitcoin DeFi must happen directly on Bitcoin itself. In our latest episode in our Beyond Digital Gold documentary series with StarkWare 🥷 , we map the entire ecosystem and break down the six competing models trying to unlock Bitcoin’s trillion-dollar liquidity. Watch here 👇🏻 Full episode:

The Defiant

25,918 次观看 • 4 个月前

The world is splitting into two financial systems. China is steering billions toward gold. And the US is embracing stablecoins to keep the dollar payment network alive. A new iron financial curtain is forming, and Bitcoin sits right in the middle of it. Full interview below.

The world is splitting into two financial systems. China is steering billions toward gold. And the US is embracing stablecoins to keep the dollar payment network alive. A new iron financial curtain is forming, and Bitcoin sits right in the middle of it. Full interview below.

Bitcoin News

45,440 次观看 • 8 个月前

Mark Cuban has sold majority of his Bitcoin. Cuban originally bought Bitcoin with one thesis in mind: "It was a better version of gold than gold." A hedge against fiat currency losing its value. When the dollar weakens, Bitcoin should go up. But that thesis just blew up in his face. During the Iran war, when geopolitical risk was spiking and the dollar was sliding, Bitcoin dropped. Gold went to $5,000. Think about what he was expecting. Bitcoin is priced in dollars. When the dollar falls, Bitcoin becomes cheaper for buyers around the world. Global demand should kick in and push the price up. It didn't happen. Gold did exactly what it was supposed to do as a macro hedge. Bitcoin didn't. And for Cuban, that was the line. The whole premise of holding it was gone. He's more disappointed in Bitcoin than Ethereum. He had already written off memecoins as garbage entirely. This matters beyond just one billionaire's portfolio decision. The "Bitcoin as digital gold" narrative has been the backbone of institutional adoption for years. It's the reason pension funds, family offices, and corporate treasuries started buying. If that hedge thesis is broken, the next buyer at these prices needs a different reason to hold. The honest reality: Bitcoin is still trading like a risk asset. It correlates with tech stocks in a downturn and doesn't decouple when it matters most. Gold doesn't have that problem.

Mark Cuban has sold majority of his Bitcoin. Cuban originally bought Bitcoin with one thesis in mind: "It was a better version of gold than gold." A hedge against fiat currency losing its value. When the dollar weakens, Bitcoin should go up. But that thesis just blew up in his face. During the Iran war, when geopolitical risk was spiking and the dollar was sliding, Bitcoin dropped. Gold went to $5,000. Think about what he was expecting. Bitcoin is priced in dollars. When the dollar falls, Bitcoin becomes cheaper for buyers around the world. Global demand should kick in and push the price up. It didn't happen. Gold did exactly what it was supposed to do as a macro hedge. Bitcoin didn't. And for Cuban, that was the line. The whole premise of holding it was gone. He's more disappointed in Bitcoin than Ethereum. He had already written off memecoins as garbage entirely. This matters beyond just one billionaire's portfolio decision. The "Bitcoin as digital gold" narrative has been the backbone of institutional adoption for years. It's the reason pension funds, family offices, and corporate treasuries started buying. If that hedge thesis is broken, the next buyer at these prices needs a different reason to hold. The honest reality: Bitcoin is still trading like a risk asset. It correlates with tech stocks in a downturn and doesn't decouple when it matters most. Gold doesn't have that problem.

Milk Road Stocks

895,363 次观看 • 2 个月前

$🚀 #BITCOIN IS MIRRORING #GOLD'S EPIC BREAKOUT! Years of tight compression in a rising channel—just like Gold before it exploded vertical. BTC is primed at the edge. If this fractal plays out... we're talking VIOLENT upside! 💥 Who's loading up? Drop a 🔥 if you're bullish! #Bitcoin #BTC$

🚀 #BITCOIN IS MIRRORING #GOLD'S EPIC BREAKOUT! Years of tight compression in a rising channel—just like Gold before it exploded vertical. BTC is primed at the edge. If this fractal plays out... we're talking VIOLENT upside! 💥 Who's loading up? Drop a 🔥 if you're bullish! #Bitcoin #BTC

Crypto GEMs 📈🚀

20,490 次观看 • 4 个月前

JUST IN: Gold is a $22 trillion asset and Bitcoin is a $2 trillion asset. It looks like Bitcoin is about to… make the next leg to $130K-$150K, at that point we are in price discovery - Mike Novogratz

JUST IN: Gold is a $22 trillion asset and Bitcoin is a $2 trillion asset. It looks like Bitcoin is about to… make the next leg to $130K-$150K, at that point we are in price discovery - Mike Novogratz

Bitcoin Archive

316,622 次观看 • 1 年前

Cathie Wood Cathie Wood of ARK Invest: Bitcoin was declining relative to gold. It now appears to be bottoming. Gold itself is declining. She is staying bullish. The Bitcoin-to-gold ratio chart she presented on July 2 shows the ratio has held at a floor while gold moved lower. Wood reads this as the start of a resumption of the "volatile but broad uptrend" visible on the long-term chart. The macro context behind the call: in a deflationary tech regime with falling rates, Bitcoin benefits as a risk-on digital store of value. The rotation from gold to Bitcoin is consistent with the broader ARK thesis on financial innovation. Michael Saylor Michael Saylor has made the structural case for Bitcoin over gold more forcefully than anyone - argues Bitcoin's fixed supply and digital properties make it the superior store of value over any multi-year horizon. Bitcoin, gold, and the deflationary thesis: Source: ARK Invest In the Know -

Cathie Wood Cathie Wood of ARK Invest: Bitcoin was declining relative to gold. It now appears to be bottoming. Gold itself is declining. She is staying bullish. The Bitcoin-to-gold ratio chart she presented on July 2 shows the ratio has held at a floor while gold moved lower. Wood reads this as the start of a resumption of the "volatile but broad uptrend" visible on the long-term chart. The macro context behind the call: in a deflationary tech regime with falling rates, Bitcoin benefits as a risk-on digital store of value. The rotation from gold to Bitcoin is consistent with the broader ARK thesis on financial innovation. Michael Saylor Michael Saylor has made the structural case for Bitcoin over gold more forcefully than anyone - argues Bitcoin's fixed supply and digital properties make it the superior store of value over any multi-year horizon. Bitcoin, gold, and the deflationary thesis: Source: ARK Invest In the Know -

Podcast Alpha

17,024 次观看 • 26 天前

BULLISH 🚨 Micheal Saylor says If the USA stacks Bitcoin now, its enemies will have to “buy it back at $50M a coin.” This is the modern digital gold rush!

BULLISH 🚨 Micheal Saylor says If the USA stacks Bitcoin now, its enemies will have to “buy it back at $50M a coin.” This is the modern digital gold rush!

That Martini Guy ₿

402,895 次观看 • 7 个月前

Silver is locked out of its own house. The floor it broke at 61.02 is now the ceiling, and a falling line guards it from sixty cents above. Gold is home on 4,098, stairs still overhead. Chasing gold while silver stays locked out is where this week's money gets lost. Sunday map, three minutes.

Silver is locked out of its own house. The floor it broke at 61.02 is now the ceiling, and a falling line guards it from sixty cents above. Gold is home on 4,098, stairs still overhead. Chasing gold while silver stays locked out is where this week's money gets lost. Sunday map, three minutes.

THE SIMPLIFIER

19,847 次观看 • 18 天前

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.

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

133,892 次观看 • 6 个月前

BITCOIN IS REPEATING A CLASSIC LIQUIDITY PATTERN. Exactly like the 2022 setup. Sweep the lows. Trap late shorts. Then compression. $65K is the line now. Hold it and expansion can follow. Lose it and the sweep isn’t finished. In 2022 this resolved violently. This time won’t be different.

BITCOIN IS REPEATING A CLASSIC LIQUIDITY PATTERN. Exactly like the 2022 setup. Sweep the lows. Trap late shorts. Then compression. $65K is the line now. Hold it and expansion can follow. Lose it and the sweep isn’t finished. In 2022 this resolved violently. This time won’t be different.

Merlijn The Trader

49,034 次观看 • 4 个月前

Bitcoin investors are pouring capital into the ETFs at a faster pace than gold investors are putting money into gold ETFs. This tells me the market is preparing for bitcoin to rip higher.

Bitcoin investors are pouring capital into the ETFs at a faster pace than gold investors are putting money into gold ETFs. This tells me the market is preparing for bitcoin to rip higher.

Anthony Pompliano 🌪

63,795 次观看 • 1 年前