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If Charles Hoskinson’s long-term macro architecture is correct, the entire Layer-1 hierarchy is about to be rewritten. 🌐🥊 The market is completely pricing $ADA like a zombie chain at $0.17, ignoring the massive governance and scalability mechanics turning over under the hood. The Cardano Bull Case vs. The Giants:...

19,418 views • 3 months ago •via X (Twitter)

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🚨 BITCOIN’S $64K → $79K PUMP IS NOT WHAT YOU THINK Everyone is screaming that the bull market is back. Almost nobody understands what actually triggered this move. And that’s exactly why I think most traders are about to get trapped. It didn’t start with Bitcoin. It started in the U.S. Treasury market. The Treasury doubled the maximum size of its long-term bond buybacks: $2B → $4B+ per operation. Long-term yields dropped. Then BTC immediately ripped: $65.4K → $69.5K. After that, Trump put crypto back in the spotlight. The Strategic Bitcoin Reserve narrative came back. BTC pushed again: $69.5K → $79K. Then the short squeeze took over. Overleveraged shorts got destroyed. Forced buying pushed BTC even higher. Nearly $4 BILLION was liquidated in just 48 hours. The chain reaction was simple: TREASURY EXPANDS BUYBACKS ↓ YIELDS DROP ↓ TRUMP REVIVES CRYPTO HYPE ↓ BITCOIN RIPS HIGHER ↓ SHORTS GET LIQUIDATED ↓ FORCED BUYING SENDS BTC TO $79K But here’s the part everyone celebrating this pump is ignoring: THIS IS NOT QE. The Fed did not turn the money printer back on. And while everyone is calling this the start of another massive bull run, the macro picture is nowhere near that simple. A September rate hike is still a risk. War risk hasn’t disappeared. Oil remains elevated. The energy shock isn’t over. And we’ve seen this exact psychology before. August 2022. Bitcoin suddenly pumped. Everyone declared the bear market dead. Everyone thought the bottom was in. Then the bull trap failed and BTC got crushed again. Same time of year. Same euphoria. Same “the bottom is already in” narrative. Except this time, the macro backdrop could be even uglier. There is ONE zone that matters now: $83K–$85K. Touching it means NOTHING. Holding above it changes everything. If BTC reaches $83K–$85K and gets rejected, I’m treating this entire move as a bull trap. If BTC breaks above it and actually holds, I’ll change my view. Until then: MY PLAN HAS NOT CHANGED. Reminder: I’ve called every major market top and bottom for the last 15 years, including Bitcoin’s $16K bottom and $126K top. My next call could be the most important one yet. I’ll post it here publicly before the move, like I always do. Turn notifications on. If you’re still not following me, remember this post.

Phantom_Defi

14,585 views • 1 month ago