Axis Balance

AI is a productivity miracle, but it's also an energy glutton. Looking at the Real S&P 500 (CPI-adjusted) and the Stocks/Oil ratio, the signal is clear: we are approaching a secular pivot. Geopolitics + Stagflation = A massive revaluation of paper assets vs. real resources. The great compression is coming. Read my full analysis on Substack: @axisbalance/note/p-196992035?r=8btdbg&utm_source=notes-share-action&utm_medium=web" target="_blank" rel="nofollow noopener">substack.com/@axisbalance/n…

@DaanCrypto My scenario $DXY 👇

$DXY Breaking back above its Daily 200MA/EMA and looks to be going for that ~100 level again. That area has capped the dollar index for over a year, and a break above would likely result in a larger move up on this I assume.

@KatusaResearch Agreed. We entered commodities bull era👇

The Last Time Commodities Were Here, They Doubled In 2004, commodities crossed a multi-decade resistance line And ran 55% higher over four years. That level has only been touched THREE times in 50 years. We’re at that line again in year 7 of the current cycle. Two of the three times it held… the move was just getting STARTED.

@Danny_Crypton @grok $SPX at highs. EM testing a major breakout. Early signs of rotation.

Hey @grok, is it true that the stock market is about to repeat the dot-com bubble crash from 2000? Based on this chart, that’s exactly what is being confirmed.

@CyclesFan Everything still going according to plan. If silver clears this local range, the move toward the $98-106 zone stays alive. Then we’ll see consolidation for few years. $SILVER $XAGUSD $SLV

$Silver - Wednesday's top ended an ABC rally. The big 2 day decline that followed was similar to the 2 day decline on March 2 and 3. Since it's still above the monthly pivot(75.45) there may be a bounce similar to the one on March 4-10 before we see a retest of the March low.

@BullTheoryio While everyone is chasing the same names, EM is quietly setting up. Rotations don’t start when it’s obvious.

If you invested $10,000 in these assets on the day Trump took office as President, this is how much your investment would be worth today: Silver: $25,028 Gold: $16,799 Nasdaq: $13,360 S&P 500: $12,354 Russell 2000: $12,273 Bitcoin: $7,593

@brettmacro $ETH will go back under $2k 👇

CT is going to lose it, if $ETH goes back under $2k 🤣

@TechCharts Agreed. Classic bull trap.

Since that pattern negation signal, it's been lower lows and lower highs. That doesn't mean I become a perma bear. I'm looking for a clean bullish chart pattern signal. $BTCUSD

@el_crypto_prof This starts looking less like a “supercycle” and more like a late-cycle bull trap. If this rejection continues, many alts may never reclaim their highs again.

#Altcoins TOTAL2. When in doubt, zoom out.

No. TOTAL2ES ⚠️ Altcoins spent years building a massive distribution range. Now price is back below resistance. This starts looking less like a “supercycle” and more like a late-cycle bull trap. If this rejection continues, many alts may never reclaim their highs again. #crypto #altcoins

Does anyone still believe in altseason?

@el_crypto_prof TOTAL2ES 📉 The altcoin supercycle narrative is fading fast. Multi-year resistance rejected price again. Distribution may already be complete. Most alts are not built for another cycle. #crypto #altcoins #bitcoin

#Altcoins Bottom is in. Higher from here.

@cryptofergani Memcoin Supercycle ended in 2024.

This is how I expect the Memecoin Supercycle to play out. Two more Bullish Parabolas. Humans underestimate Exponentials.

@PeterLBrandt Yes, Crude Oil next 👇

First interest rates Next Crude Oil??? Will Trump soon be thumped

@cryptofergani No. TOTAL2ES 📉 The altcoin supercycle narrative is fading fast. Multi-year resistance rejected price again. Distribution may already be complete. Most alts are not built for another cycle. #crypto #altcoins #bitcoin

BOTTOM IS IN THIS IS A FAKE OUT BIGGEST BULL RUN STARTS NOW LOCK THE FUCK IN YOU ARE NOT READY FOR THE MEGA RALLY

@cryptorover Imagine what happens to alts 👇

The Music is about to stop for US stocks. Imagine what happens to $BTC.

@matthughes13 #Crypto bottom ahead 👇

#Crypto pumps are coming 🚀 Everything is getting tokenized—whether the dumbass politicians believe it or not. Why? Because of instant settlement and immutability. That’s why.

@NoLimitGains Business cycle never changes. Liquidity, rates and labor markets still drive the market structure. And historically, when this model rolled over – the economy followed.

Oh shit

@cryptofergani Bottom ahead. #Alts 👇

BITCOIN IS AT $400,000. SOLANA ABOVE $1,500. BNB, XRP, ETH, DOGE,ALL GIGA SENDING. 1-2 YEARS FROM NOW, EVERYTHING LOOKS OBVIOUS. TRUMP WAS BULLISH ON CRYPTO. BLACKROCK WAS BUYING. INSTITUTIONS WERE LOADING. RETAIL WAS COMPLETELY OUT. EVERYONE WAS CALLING FOR A BEAR MARKET. FEAR WAS MAX. EVERY SIGNAL WAS THERE. BUT YOU DIDN’T ACT. THEY SHOOK YOU OUT. THEY MADE YOU SELL. AND THEN THEY SENT IT. RIGHT NOW IS THAT SAME MOMENT. YOU STILL HAVE THE CHANCE. BUY BITCOIN. BUY ALTS. LOAD YOUR BAGS. A YEAR FROM NOW YOU’LL SAY, “IT WAS SO OBVIOUS IN HINDSIGHT.” YOUR FUTURE SELF WILL THANK YOU. THIS IS YOUR CHANCE RIGHT HERE. THIS IS WHY ONLY 1% GET RICH, BECAUSE IT’S NEVER EASY TO HOLD. IF IT WERE EASY, EVERYONE WOULD BE RICH.

@themarketear Semis vs Inflation. Different cycle. Same behavior.

SOX trading 62% above its 200dma, comparable only to the French market at the peak of the Mississippi Bubble and Nasdaq at the peak of the dot-com bubble... zerohedge.com/the-market-ear…

@BullTheoryio Classic bull trap. Cycles work 👇

INSANE VOLATILITY IN BITCOIN. Bitcoin pumped $2,750 as the Senate Banking Committee began voting on the CLARITY Act, hitting $82,000 and adding $55 billion to its market cap. BTC then started dumping soon after the CLARITY Act advanced to a full Senate vote. Over the next 18 hours, Bitcoin dropped back to $80,000, erasing $40 billion. Then Trump confirmed no tariff discussions happened during the China summit. Bitcoin crashed another $2,000 in 2 hours, wiping another $20 billion. Yesterday's entire $55 billion gain is now completely erased. The two main reasons: a classic sell the news event after the CLARITY Act advanced, and a major selloff across US markets after investors who expected a tariff deal from the China summit learned no tariff discussions happened at all.

@TimmerFidelity Time for #Commodities

The Bloomberg commodity spot index has remained in a vertical uptrend with broad breadth.