Daniel Jewell

🚨 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.

🚨 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 Bitcoin is entering the most dangerous part of the cycle. The phase that happens every time in mid-term years: “Sell in May and go away.” 2014: May drop → -61% 2018: May drop → -65% 2022: May drop → -66% 2026: Mid-term year. Most traders think the bottom is in during this phase. It isn’t. 2014: May top → drop 2018: May top → brutal drop 2022: May top → bloody drop Based on the same mid-term structure: -60.73% points to ~$47K. That’s when bottoms form.… Narratives break… Everyone turns bearish… We’re not there yet. Yes, I started accumulating in the $60k range already. Even though the timing window isn’t here yet. Back in October, around $120k, I said I’d be a strong buyer near $60k. People laughed. “BTC will never go below $100k again.” Now we’re here. Remember, 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.