My Conclusion: 💲🚀❤️ I know very few will agree with me, and I truly respect your opinion; in fact, I invite everyone to save this post, set a reminder, and come back in 3 months, 6 months, and 9 months to follow up. No one sees the highs of the market and no one sees the lows of the market; when Bitcoin marked ATH at $69k, when Bitcoin marked ATL at $15k, it was always the same: they wanted to sell higher or they wanted to buy lower, when the answer has always been in the indicators and in the data. And I repeat, Bitcoin is doing the irrational at this moment and it could perfectly fall all that it rose, but the reason for this post is that you should not wait until $40k/$30k in Bitcoin arrives, because it will not come --> Bitcoin near its Production Price is for accumulating, it has a 100% success rate and at most a 10% drawdown. The economic cycle changed, COVID modified it and left a butterfly effect, and this has marked the performance not only for Bitcoin, but for all risk assets. And right now, when everyone thinks it's all over, is when we are starting a new economic cycle.
In the end, reason is not held by humans; time always holds it, that's why humans like to look back and say "it was too obvious" but when you live it, it is never obvious. Anyway, if you read it all, I thank you with all my heart, and just as you have read my opinion and the popular opinion, I would like to know your opinion. A hug.
Why does it seem unethical to compare 2022 to 2026?
They do it simply to seek an answer; humans need to look for patterns to provide answers to their minds. That same behavior prevents you from seeing beyond and understanding what is happening. They seek to explain to their followers and keep their business alive because they have never fed off the market; they have always fed off their followers. When you look back at 2018 and 2022, all risk markets were correcting, absolutely all of them. Not only that, but the monetary policy of the FED was contracting, inflation was coming from a period of high inflation to cool down, the dollar was strengthening, and market peak indicators had jumped (they never believe it, and now they say it doesn't work). So why did Bitcoin make a 7x since the low of 2022? Short answer: the hashrate also made a 7x, which propelled Bitcoin to make a 6x (in fact, the same thing that's pulling it up right now). It wasn't the ETFs; the ETFs have added a miserable $55bn to the market --> That represents 3% of Bitcoin's Total Market Capitalization. 3%. Less the DATs, they haven't added even 1%. Bitcoin is the currency of Energy; Bitcoin is driven by energy, not money.
Now, many label me as a "perma-bull" or whatever you want to call me, but many of the things that are happening, I already told you since the year 2023, the thing is that people forget and very quickly The past Bear Markets (2014, 2018, 2022) all occurred with the same criteria: an overstimulated market, retail entering at the peak, euphoric peak, euphoric movement, whales selling, and general capitulation.
Even so, having the same conditions in all past Bear Markets, the price action was completely different, and it makes a lot of sense when you think about it; each Bull and Bear will always be different, and never in history has the fractality of a Bear Market repeated itself in another Bear Market (the same applies to Bull Markets) Bitcoin dropped -50% from ATH, how can you say this is not a Bear market"... Yep, it is not a Bear market because we have not exited it, we have always been in one, and the altcoins demonstrate this, according to the economic cycle that has been marking it for more than 100 years, the United States has been in economic contraction since 2022 (a contraction that normally lasted 1 year, and this time lasted 4 years) and it is just now in 2026 that we are coming out of it.
2019 dropped -72% from the peak to the bottom of 2020. So, what is my point of view? Get ready to roast me, because I am going to go against everyone and what you probably think. Bitcoin is in the floor zone, that does not mean it will not hit the low of $60k, in fact, it seems like a very round low to be the definitive low, I just tell you that the scenarios where Bitcoin drops to $40k-$30k are unfeasible (unless they nuke the world, then everything dies) when you realize that the key to Bitcoin is in those who keep it alive: the miners. Two key indicators here: the moving average band formed by the EMA and SMA on a weekly basis of 200 periods, the SMA moving average on a monthly basis of 100 periods, and the Production Price of Bitcoin.
1 ..Fractality 2022 vs 2026 (there are two, one is new to validate that Bitcoin is rising in a war). Let's first start with the basic Fractality between 2022 and 2026, which more than 90% of content creators are relying on now, because of course, it’s the easiest to explain the movement and it’s the easiest for the audience to understand. At first glance, it looks perfect, until this week, the theory was that $60k was equivalent to $30k from 2022, and that Bitcoin still had to drop to $50k which would mark the market floor, because we had to strictly follow the fractality of 2022, when no bull market, nor any bear has been the same for Bitcoin. There is another new Fractal with 2022, this is to somehow explain why Bitcoin rises due to the war, based on the Ukraine and Russia war, which just started, caused Bitcoin to rise and then Bitcoin fell from $45k to $15k in the following months. This would lead Bitcoin to bounce back to $80k and then drop all of 2026 to $30k. It's curious that people believe in this fractal, because what really started the strong decline was the change in monetary policy, which caused Bitcoin and all global indices to drop super hard, leading to the collapse of Luna, and other crypto investment funds, which led to the collapse of FTX and that completed the Bear Market of 2022.
--> The more Bitcoin falls, the further they move the market floor away.
2) No one believes this rise, not even me, but that’s a problem. We have fallen a lot without any reason, in fact, the rates are relatively low, inflation is low, monetary policy is neutral/expansive, the indices are at ATH but for some reason Bitcoin fell 50% from ATH and that completely messed up the investor sentiment in crypto. This is the other analysis I’m seeing, this is nothing more than a rise to continue falling below $50k. Interesting and understandable fear, the truth, but I don’t share it.
but let's leave the title as it is hehe. Before you write anything, no, I'm not going to tell you that Bitcoin is going to ATH, I'm not going to tell you that we are in a supercycle and I'm not going to tell you any nonsense. I just want to analyze with you.
Bitcoin is doing the unexpected, both for the bears and for the bulls. It is rising at full speed with the onset of a quite powerful War in the Middle East between USA/Israel and Iran.
It's very curious, because the bears, very confident since Bitcoin had been falling for 5 consecutive months, said that this event was going to be the Black Swan that would send Bitcoin to $40k, the bulls on the other hand, thought directly that this war would never happen, as common sense said that if you fall 30% due to tariffs, at least you would fall 30% due to the onset of one of the biggest Wars of the 21st century. The problem is right there "in common sense" --> Our reasoning as human beings is "rational" based on common sense, the market moves as randomly as boiling water particles, completely irrational. What I'm seeing the most on social media about Bitcoin: CONTINUES IN THE NEXT POST👍👉👉
1. The biggest technological boom since the internet 2. The continuous cuts in Fed interest rates in response to the rise of AI 3. The imminent announcement from Trump about the new Fed chairman 4. More than 700 billion dollars in annual capital expenditures in technology 5. The end of quantitative tightening (QT) 6. Widespread deregulation initiatives from the SEC 7. The most market-conscious U.S. president in history 8. More than 2 trillion dollars in annual deficit spending 9. Year-over-year growth of 13% in S&P 500 earnings 10. The return of global fiscal stimulus
The update #Fukusa of Ethereum marks a silent but huge leap in efficiency in ETH.
🔥With EIP-7702, regular accounts will be able to behave like smart contracts, reducing friction and enabling safer and faster wallets.
🔥Additionally, optimizations for rollups and data handling allow L2s to operate between 2x and 5x faster and cheaper.
🔥Fusaka also improves gas predictability and strengthens the security of the mempool, paving the way for the “Verge” and “Purge” phases, which will further reduce the weight of history and accelerate node synchronization.
🔥This is not a “price” upgrade; it is a real speed and scalability upgrade that multiplies the efficiency of the entire ecosystem.
🔥🔥🔥The last time $ETH updated its network, it boosted the price from $1,800 to $4,800.🔥🔥🔥
🔥🔥It is a layer 1 blockchain focused on AI, designed as fundamental infrastructure for autonomous agents to perform transactions securely with integrated identity, stablecoin payments, and decentralized governance
🔥🔥#kite Strong opportunity to enter an L1 with artificial intelligence It is a Token that I will be monitoring very closely
⚡️ Bitwise submitted an updated ETF application of #AVAX✈️ Avalanche that would make it the first cryptocurrency fund in the U.S. to offer staking returns, with a plan to stake up to 70% of its holdings of $AVAX
Still don’t have Avax ??? You’re going to miss out on the flighttttt🚀🚀🚀