Jamesvanst

The gold marketing department is working hard, every advert on You Tube is telling me to buy gold bullion

Over the past two weeks, on a cumulative basis during US hours, Bitcoin has generated the best returns.
Much healthier market.

At this point after all previous Bitcoin cycle tops, it was already down at least 50%.

Three months to the day since the October 10 liquidation event.
Still no systematic fallout, just retail leverage wiped……

January 2023: Start of bitcoin cycle, local top
January 2024: ETF launch, local bottom
January 2025: Trump inaugurated, local top
January 2026: Clarity act (Jan 15),...

BTC and Metals

The trade for the first half of the year is for the reacceleration of the US economy.

MSTR is the sixth best performing stock in the Nasdaq 100 YTD.

It seems institutions are finalising all the plumbing right now, creating structured notes and trusts, and onboarding their clients.
While retail investors are like, "Nah, time to pack it in, four-year cycle."

The weekend CME gap has now been filled.
I'm indifferent to the New Year's Day gap.

Almost two years to the day since the BTC ETF launched.
17 of the past 23 months have seen BTC bottom within the first 10 calendar days of the month. The other six bottomed in the second half.
A CME gap at $90k is all but certain to be filled from the weekend move.
$87.3k is the January low; unemployment data on Friday.

November 21 2022: $15,460 (Bottom of 2022 bear)
November 21 2025: $80,524 (Local bottom 2025 bear)

The game is rigged.
The October liquidation crash was completely fabricated.
It was all a chance for the big boys to get in lower.

Bottoms in

Note that all the bullish BTC news is coming out when all the tourists have disappeared.
This is the accumulation part of the cycle.
It’s not easy, never has been.

It seems the consensus is that everyone is positioning themselves to sell the top of the bear market rally at the end of the month.