PSA: If you’ve never seen the movie “Network”, I’m hoping you’ll do yourself a favor and experience what many have called the greatest screenplay ever filmed. Trust me. You have no idea what this 50 year old movie continues to reveal about our culture. image
Technical Analysis as we know it developed in a Fiat system. Therefore - and by definition - it breaks under a sound-money, deflationary money transition. The basic concepts, ideas and measurements still hold, but they have to be recalculated from the ground up to provide meaningful action. For instance, the Bitcoin bull-market of Jan 2024 to Dec 2025 was a classic bull market. But the Bear Market Bitcoin entered in May of 2025 has still yet to be recognized as a classic Bear Market - in a sound-money system. tl;dr - Bear Markets now go sideways w/ reduced volatility until conditions usher in a new Bull run. image
The extravagantly Wealthy have never cared about currency fluctuations, monetary policy, interest rates, market fluctuations et al. Not for generations. What they HAVE always cared about is asset stability & secure yield. None of that is available to them anymore. None of it. This is why they (and we) are all recognizing that the financial gyroscope is careening too, too wildly. If you’re selling Bitcoin right now, you’re so far ahead of the curve you’re losing. I get it, but please…let your profits run. Just another couple years or so. Because every financial manager, organization, nation state, etc is zero-ing in on the same unassailable conclusion: image
If I could pass on one broad-brushed recognition to anyone interested in Bitcoin, as a trad-fi professional from the early 1990’s: When anything has ever happened in trad-fi, everyone looked to a news outlet or other localized source (if we knew good ones) to help them figure out what was happening. That’s because in Trad-Fi, almost nothing happened that YOU as “RETAIL” would or could ever know beforehand. Thus Trad-Fi has been honed over a century in a myriad crazy-making ways to find and pay attention to outside sources to play catch-up. This is something Bitcoiners don’t understand yet, and need to. If you’ve heard the name Bloomberg, you might understand how profitable “telling people what is happening as quickly as possible” was. Bitcoin is outside this world. Entirely and Authentically. Nothing (long-term) happens in Bitcoin that is known by others beforehand. Read those last sentences again. Please. I didn’t type this because I’m getting paid. Yes, every Bitcoiner knows without question that Bitcoin is an innovation far more than an investment. And yes, Retail doesn’t control Bitcoin anymore, Institutional Investing does. Bitcoin was never created to be a token. Get that idea out of your head, entirely. Bitcoin was created to become a NETWORK that could perpetuate monetary value globally and automatically without corruption indefinitely. Understanding this, I can say that I personally have stopped looking to any outside news org to tell me why or what is happening in Bitcoin. Because the token is a distraction and a brief plaything of those who have the power at the moment. The Network is the Camel. And God Willing, it will pass through the eye of the needle. Whatever happens with Bitcoin the token, know that it is only reacting and reflecting what is real, and what has not yet become obvious to anyone else, but will eventually and equally. That said, yes. Institutions are absolutely influencing Bitcoin’s token-price. And this will continue until Nation States rug-pull the Institutions. Then Nation States will influence Bitcoin’s token-price. Until they get rug-pulled. tl’dr: don’t look for news to tell you what’s happening with Bitcoin’s price. Look to Bitcoin’s price to understand what is about to be recognized in the IRL. image
Mark my words, Bitcoin is going to be really popular again at $95,000. So gird thy loins. image
A few months ago I used Bitcoin to fund 3 loans to buy a home that had a quick closing. It took maybe an hour, over time. (I went with Debifi). My credit score obv never came into play, only my pristine collateral. The mortgage finally came through 2 1/2 months later, which I used to buy back Bitcoin at a worse price. Because Banking hasn’t been able to fucking streamline mortgages in over 100 years. Bitcoin IS BUILDING an industry that makes modern banking a laughable joke. View quoted note →
Here’s a 1 Year chart of WTI Crude priced in Bitcoin. (Longer-term charts are ridiculously over-weighted, but arguably don’t reflect the entry of Investment Houses and Corporations into Bitcoin, so let’s focus on just the past year). This is LITERALLY the only chart that matters: The world’s most important material resource priced in the world’s most important monetary resource. EVERYTHING else is noise. THIS is signal. Countries not stacking Bitcoin are not going to make it. image