Pulla

That’s why there’s a non-trivial chance of a relief rally around end of March, built on headlines from the Trump-Xi summit. Don’t confuse it with a Hormuz resolution though. Every week that continues the inflation and supply chain implications compound. Any relief is borrowed time unless the situation changes structurally.

Consensus right now is that Bitcoin has no catalysts left. Quantum FUD is mainstream. Gold did 60% last year, silver 120%, BTC ended red - failed us in the exact environment we believed it would outperform. I think the next thesis is forming right now and it has nothing to do with any of that. Iranian drones recently hit AWS data centers in the UAE and Bahrain. Two out of three availability zones in the region went down at the same time. Redundancy didn't work. Payment apps and banks across the Gulf just stopped working. The Strait of Hormuz and Red Sea are both active conflict zones simultaneously. This hasn't happened before. Submarine cables carrying most of the data traffic between Europe, Asia and Africa run through those waters. Meta's undersea cable contractor declared force majeure. Repair ships can't enter either passage. IRGC published a list of US tech infrastructure it considers fair targets. Told civilians to stay a kilometer from banks. I don't think this calms down anytime soon. If anything it escalates. And if you look at the pattern — data centers targeted, banking infrastructure disrupted, both major data chokepoints closed, cables at risk — it's not hard to see where this goes over the next year. The question nobody seems to be asking: what financial network keeps working when your cloud provider gets hit by a drone, your bank app is offline, your government freezes transfers, and the cables connecting your country to the rest of the world are sitting in a war zone? With Bitcoin, there's no availability zone to bomb. You can carry it across any border on a hardware wallet or in your head with a seed phrase. No bank can block it. No government can freeze it. Doesn't look like the market has priced any of this in. I'm in no rush to deploy yet, but starting to bid on any further legs lower.

btcusd is beyond 3.5 standard deviations from its 200dma other occasions: Nov 2018 Mar 2020 Jun 2022

the largest stock in the world $NVDA is a week away from putting in a monthly bear div, this is fine.

Since Trumps inauguration BTC is down 16% Serious alts are down 20-50% Clown alts are down infinite Crypto president my ass

@MEKhoko “After every ATH comes an ‑80% BTC bear”

one of the more exciting aspects of a blown '4 year cycle' is the implication that all the 'givens' of crypto are now up for grabs new game

@MEKhoko It's always darkest before pitch black

@CryptoOmen week isnt over yet, tbf

every time btcusd weekly rsi has gone below 40, it has been a crash

@MEKhoko it's so over. will be looking for that quarterly rotation up in 2026

@CryptoOmen things did not go well in 2022.

Funny how I was more worried in August when everyone agreed Q4 would be good. Now that so many are scared, I'm more optimistic. If Bitcoin can finish September in the green, history suggests we're in for a good ride in Q4

@0revenue Job’s not finished, get back to work and nail the next one

I don't know where I'm going with this, but I guess the moral is that crypto is so piss easy that you will fall into money if you spend time on it, but you do have to spend time.

Taking a trip down memory lane, the triple whammy of prime, unibot, and banana (plus some other stuff) really did me in. This shit pissed me off so much that I just kept taking on and off breaks until now, and the timings of those were suspiciously bad as well.

@MerkleDruid How long so u reckon it takes?

Now it’s cooling off. See It as a gift giving you time to catch up research

@shitcoinsafari bounce duration a week or so?

@Fiskantes Eyeball coin innit

study the difference between market cap and price chart

ES pullback to around 200MA, then we finally fullsend plz

It's simple: we're index fund for ICM tokens. We buy and hold good tokens behind good founders and apps. After that, we advocate those teams to provide benefits to their token holders which would lead to appreciation of those tokens [and our portfolio].

@RelSolCrypto @shitcoinsafari and SPX reached a billy after starting in sept

@shitcoinsafari sept we topped moodeng at 300mm. curious on what ceiling are we about to see on this one.

Always fun seeing months of bleed being recovered in a few green dildos

@shitcoinsafari but there's usually a quick flush before onchain szn, no?

So-called smart money is in disbelief retards have enough dry powder to keep buying into a wall of worry Hyperliquid