Love how you framed "infrastructure builds the bull; price just announces it." The TeraWulf/Fluidstack angle is fascinating - miners wearing suits and pivoting to AI hosting represents a generational shift in the sector. One questoin though: with $111K as the shelf and ~$107K as the yearly-open backstop, do you think the market can sustain another leg up before Q1 earnings season, or is this consolidation necessary to digest all the institutional inflows?
IMHO I believe so. Curating news daily the momentum still appears bullish even tho the market is having another pull back. I firmly believe as long as it holds $103K level I believe we have one more push up in Nov/Dec. After that I am not sure. That will confirm if the 4 year cycle is still in play or if things have changed fundamentally.
My evening blog post (which is inspired by your question) will cover my views more indepth :)
Great breakdown of BTC’s positioning and infrastructure signals. Personally, I think the focus on controlled deleveraging and institutional flows really highlights why crypto is holding up despite short-term volatility. What’s your take on how ETF and stablecoin inflows might influence altcoin rotation in the coming weeks?
Love how you framed "infrastructure builds the bull; price just announces it." The TeraWulf/Fluidstack angle is fascinating - miners wearing suits and pivoting to AI hosting represents a generational shift in the sector. One questoin though: with $111K as the shelf and ~$107K as the yearly-open backstop, do you think the market can sustain another leg up before Q1 earnings season, or is this consolidation necessary to digest all the institutional inflows?
IMHO I believe so. Curating news daily the momentum still appears bullish even tho the market is having another pull back. I firmly believe as long as it holds $103K level I believe we have one more push up in Nov/Dec. After that I am not sure. That will confirm if the 4 year cycle is still in play or if things have changed fundamentally.
My evening blog post (which is inspired by your question) will cover my views more indepth :)
Great breakdown of BTC’s positioning and infrastructure signals. Personally, I think the focus on controlled deleveraging and institutional flows really highlights why crypto is holding up despite short-term volatility. What’s your take on how ETF and stablecoin inflows might influence altcoin rotation in the coming weeks?
Love these emails. Thank yall for putting in the time to tirelessly keep us up to date on the space. Always on top of it.
I know you guys aren’t making a killing from it personally, so props for holding it down as well as you do for the love of the game.
Greatly appreciated