LammyB2
3.8K posts






Daily RSI history for previous 6 months says $BTC has a significant bounce here.

$ETH is now the most oversold it has EVER been in its history. - Down -70% from its ATH - Price at the same level as 4 years ago - Monthly RSI more oversold than the 2018 and 2022 bear market bottoms In the last bear cycle, ETH crashed -82% from its ATH and formed a bottom in June 2022 Do you think the bottom is in for this cycle or will ETH go lower ?




My optimism for global liquidity and economic expansion has done well for the US market, Japanese market, and small caps, but this has not translated into #Bitcoin and cryptocurrencies. #Bitcoin is seemingly disintegrated short term from global liquidity and is going through its own distribution/accumulation dynamics. While I cannot argue for or against the "4 year cycle theory" which so far would only explain #Bitcoin's price action (most alts peaked late 2024 and is off-synced with the 4 year cycle), it had a double tap on its 0.5 fib from all time highs to all time lows on CME futures, have successfully back-tested a big volume shelf, and have finally touched the AVWAP from April 2021 and November 2021 peaks. There are more and more pieces of evidence arguing for #Bitcoin having bottomed than not, IMO. #Bitcoin has completely reset sentiment with many long-term #Bitcoin bulls writing it off for the rest of 2026, popularizing the concept of diminishing return, while it's going through its most brutal accumulation range in its short history, and while its market cap is still quite small considering how much people still talk about it. This opens up for the door of #Bitcoin recovering for the second half of 2026, potentially breaking the idea of diminishing return, and goes through a prolonged distribution phase when prices is hell of a lot higher than most would expect. Perhaps then, and only then, the long term bulls will return and start calling for even more unbelievable targets above.




$BEAT Looking at it on 1h chart... reclaim the high and it likely gives a final leg up, sweep and reject and the top is likely in.

I went through every earnings call across the entire 800G and 1.6T supply chain and mapped out the actual supply vs. demand. The $LITE CEO said it best: "We are significantly under shipping demand. It's certainly greater than that 30% number. We are having to make choices as to who we support." > $LITE has every laser it can make through the end of 2027 already sold. > $AAOI is expanding capacity 10x and the CEO still said demand will outrun it through mid-2027. > $FN said demand far exceeded what they shipped last quarter. Named lasers as the first constraint. > $CIEN added $600M to its backlog in a single quarter. Now sitting at $7.7B. > $CSCO raised its hyperscaler AI order guidance from $5B to $9B mid-year with one quarter left. That is purchase orders. Not projections. Full report is free to read. Link in replies or link in bio.









