Mull Ⓜ️

BREAKING: Our traders forecast Bitcoin will crash to $55,000 this year

🚨 BUFFETT’S FINAL PORTFOLIO JUST DROPPED $274B disclosed. This isn’t just another 13F filing. This is Warren Buffett’s LAST portfolio before handing Berkshire to Greg Abel. Here’s what Buffet just did: Apple: Trimmed again. That’s multiple quarters in a row. Amazon: Massively cut. Position down 80% from prior levels. Bank of America: Reduced. Again. This has been happening quietly for months. He’s stepping away from financials before the next cycle. Pay attention to what he DOESN’T sell: Alphabet. Held the entire position. One of the only tech bets he didn’t touch. New position: New York Times. ~5M shares. Now the real signal: Chevron: Added MORE. Energy exposure increasing. Chubb: Built into a major position. Insurance = cash + float + control. Domino’s: Added. Simple. Cash flow. Recession-resistant. Put it together: He’s selling tech stocks. Rotating into cash-generating businesses. Reducing complexity. Increasing durability. And doing it RIGHT before stepping down. He’s leaving Abel: - $300B in cash – Strong cash flow - Maximum flexibility For the record, I’ve been studying macro for over 15 years, and I’ve called the last 4 major market tops and bottoms. When I make a new move in the market, I’ll say it here so you can copy my moves. If you still haven’t followed me, you’ll regret it.

🚨 READ THIS CAREFULLY Everyone thinks Bitcoin is breaking out. The chart says something completely different. Bitcoin is now forming a Wyckoff accumulation pattern. Most traders see accumulation and think the danger is over. That’s exactly how they get trapped. Bitcoin has already completed the first major reaction after the local high near $82.5K. That is the Relief Rally phase. And historically, this stage is followed by downside. But the setup is not that simple: - Drop toward $60K (finished) - Secondary Test formation (completed) - Bounce back above $75K (done) - Re-sweep of the lows (next) - Cycle bottom formation (coming) That’s how accumulation works. It doesn’t reward people who chase every bounce. It rewards people who understand the structure. Most traders only think in one direction: “BTC is pumping. Bottom is in.” Wrong. Real accumulation is messy. It shakes out early buyers. It traps breakout traders. It forces people to sell the bottom twice. That’s why my main focus is still the same: A potential <$50K bottom. Not because Bitcoin is dead. Because this is where the real accumulation phase can finish. For the record, I was the only one publicly calling the exact bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

JUST IN: 60% chance S&P 500 hits 8,000 this year

🚨 I BOUGHT BITCOIN IN 2015. HERE’S WHAT I’M BUYING NOW: Copper. I’ve bought over 2 tonnes in the last 2 months. I rented a storage unit specifically for this. Anyone who actually understands this tweet will do extremely well. Here’s why I’m buying 1 tonne of copper every month: 1. THE AI ENERGY SHOCK Copper demand isn’t surging because of cars. It’s surging because AI needs power, cooling, and massive amounts of wiring. A 2026 report projects global data-center capacity will 10x by 2040. You can’t just plug AI into the existing grid. AI servers consume extreme power and require liquid-cooling systems that rely heavily on copper plates and piping. Upgrading the grid to handle this load requires millions of miles of new copper transmission lines. 2. THE GREEN TRANSITION ISN’T SLOWING Even without AI, the electrification numbers are insane. An EV uses ~3x more copper than a gas car (≈80kg vs ≈23kg). Wind and solar farms are massive copper sinks. We’re trying to rebuild the entire global energy infrastructure in 25 years… Using a metal that hasn’t been mined yet. 3. THE SUPPLY CLIFF (THE REAL ALPHA) This is where the Bitcoin comparison becomes literal. There are no new major copper mines. It takes 17–20 years to permit and build one. Even if a massive deposit were discovered today, it wouldn’t produce metal until the 2040s. Grades are declining. The easy copper is gone. We’re digging deeper for lower-quality ore. S&P Global projects a 10 MILLION TONNE annual copper deficit by 2040. That’s ~25% of global demand that simply cannot be met at current prices. WHY I BOUGHT OVER 3 TONNES IN TWO MONTHS I didn’t buy mining stocks. Their valuations are largely fiction. I bought physical copper. In a world of digital abundance (unlimited fiat, unlimited code)… The only real wealth is physical scarcity. I treat these tonnes as a generational hedge. When the supply squeeze hits in the late 2020s and early 2030s… Copper won’t just be an industrial metal. It becomes a strategic asset. Manufacturers will bid aggressively just to keep factories running. I’m front-running that panic. Copper prices today are a gift. See you in 2030. How do I know this? I’ve been in macro for 15 years and predicted all the market tops and bottoms for the last 15 years. When I EXIT the markets completely, I’ll say it here publicly, like I always do. From now on, I’ll share my moves publicly. If you want to win big, follow and turn notifications on. Many people will wish they followed me sooner.

🚨 READ THIS CAREFULLY Everyone thinks Bitcoin is breaking out. The chart says something completely different. Bitcoin is now forming a Wyckoff accumulation pattern. Most traders see accumulation and think the danger is over. That’s exactly how they get trapped. Bitcoin has already completed the first major reaction after the local high near $82.5K. That is the Relief Rally phase. And historically, this stage is followed by downside. But the setup is not that simple: - Drop toward $60K (finished) - Secondary Test formation (completed) - Bounce back above $75K (done) - Re-sweep of the lows (next) - Cycle bottom formation (coming) That’s how accumulation works. It doesn’t reward people who chase every bounce. It rewards people who understand the structure. Most traders only think in one direction: “BTC is pumping. Bottom is in.” Wrong. Real accumulation is messy. It shakes out early buyers. It traps breakout traders. It forces people to sell the bottom twice. That’s why my main focus is still the same: A potential <$50K bottom. Not because Bitcoin is dead. Because this is where the real accumulation phase can finish. For the record, I was the only one publicly calling the exact bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 READ THIS CAREFULLY Everyone thinks Bitcoin is breaking out. The chart says something completely different. Bitcoin is now forming a Wyckoff accumulation pattern. Most traders see accumulation and think the danger is over. That’s exactly how they get trapped. Bitcoin has already completed the first major reaction after the local high near $82.5K. That is the Relief Rally phase. And historically, this stage is followed by downside. But the setup is not that simple: - Drop toward $60K (finished) - Secondary Test formation (completed) - Bounce back above $75K (done) - Re-sweep of the lows (next) - Cycle bottom formation (coming) That’s how accumulation works. It doesn’t reward people who chase every bounce. It rewards people who understand the structure. Most traders only think in one direction: “BTC is pumping. Bottom is in.” Wrong. Real accumulation is messy. It shakes out early buyers. It traps breakout traders. It forces people to sell the bottom twice. That’s why my main focus is still the same: A potential <$50K bottom. Not because Bitcoin is dead. Because this is where the real accumulation phase can finish. For the record, I was the only one publicly calling the exact bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.