🚨 PMI business cycle just printed higher back above 55, as economic activity continues to expand! The first crypto bull market since 2020 is taking shape. This may be my most important crypto video of the year. I know the uncertainty in the world and market makes it seem like a bull market is impossible, but the market doesn’t wait for the world to feel safe. This activity we are seeing has not happened since entering the 2020 bull market. This is what I have been talking about all year long. By the time everyone agrees a bull market is possible, it may already be well underway. The crypto bull in the storm 0:00 War, oil and bonds 0:25 ISM hits 55.5 1:30 Business cycle holds 2:15 The end of QT 3:00 Copper vs gold 4:40 James Thorne 6:00 Curve and oil selloff 7:15 Crypto supercycle 7:50 What it means for alts 8:20 The risks 9:50 Final thoughts 10:30

Everyone’s posting the chart showing crypto crashing after every midterm election, so I went back and looked at what was actually happening in 2014, 2018 and 2022. The election wasn’t what broke Bitcoin, not once. It was something else. 0:00 Intro 1:00 The claim 1:38 2014 3:34 2018 5:40 2022 6:48 The real pattern 7:55 Where we are in 2026 9:26 What actually matters 9:45 One last thing

Crypto has something special going on right now. 2020 vibes.

The largest crypto hack ever just happened, and the resilience of crypto is currently mind-blowing! Bitcoin and Ethereum are down like 5%! We’re early in a bull market and this first higher low dip is not looking good for the bears.

I think crypto is going a lot higher. Therefore I’m bullish. It’s a minimalistic value investor approach. Only have to be right about it one time.

Crypto’s Next GOLDEN ERA Begins Now. Bitcoin has never had a red year after a midterm elections. Going back to 1946, the S&P 500 has been higher one year after every single midterm election. Not only that, the business cycle continues in expansion, and the bull thesis almost seems contradictory, as there is a lot of global unrest & unknown right now. One way or the other, I'm happy to be on this crypto journey with you.

Thankful for the crypto bears. Without them, the bull market will not be nearly as powerful.

I’m preparing for a bull market that has taken longer than I thought it would. But you won’t see me changing my macro bullish thesis at every change of short term wind direction. I will not give a timeframe because I don’t play that game anymore. It doesn’t matter. The setup is unbelievable. Timeframes and calendars do not work (look at 4 year cycle for proof of that). The most powerful bull market is loading and what matters to me is that I’m ready and my risk is balanced as I prepare. Could I be wrong? Yes. I’ve said that probably more than I need to. But it’s because everyone thinks I’m predicting something. I’m not. I discuss downside targets probably more than upside targets. I’m just telling you that I think what has been compressing for 5 years is eventually going to explode. And I will do everything I can do be prepared for that.

Just looked at NIGHT vs. ONDO Might have ditch my ondo plan and just keep accumulating midnight-3:native Midnight is so primed Anything I add now just brings down my average for scaling out in a bull move https://t.co/eLqiK2pIcM

When your portfolio is up hundreds of percent and everyone is screaming higher, sticking to your plan will be harder than you think. And what I’m seeing right now is exactly why…. Most people in crypto go whichever way the wind blows. Price pumps? Everyone loves the bullish thesis. Price dumps? Suddenly that same thesis is a joke. I see it firsthand in my comments & engagement. When I post something positive and bullish, it does very well when crypto is pumping. When crypto is down, that same message gets buried in negativity, even when the fundamentals haven’t changed. Pay attention to this. It’s an indicator I want you to remember when your portfolio is up hundreds of percent. The majority are emotional. Their conviction follows the price. And that goes both ways. The same emotion that makes people lose conviction during a downturn can make them feel invincible near the top. Here’s why that matters to you… Because again, as we get deeper into a bull market, there’s going to be a moment when sticking to your plan gets very difficult. Prices are going parabolic. Everyone is bullish. Selling feels ridiculous. That’s the moment you need to be fully locked in. You need the conviction to think differently from the majority now, and the discipline to act differently when it’s time to start selling. Crypto has been difficult for years….for the industry, for holders, for everyone who has stayed through it. I understand why emotion is running hot. But don’t let the crowd’s fear make your decisions now, and don’t let its euphoria make your decisions later. Know your plan. Understand why there is so much emotion, but…. Tune. It. All. Out.