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Most think “sell in May” applies again, but this time might be different. Yes, S&P, Nasdaq, and DJI are approaching resistance, and a short-term dip is possible. But I believe the broader setup doesn’t point to a full correction.
Macro uncertainty from Q1 is easing. The U.S. finalized a major mineral deal with Ukraine, and China and the U.S. finally agreed to discuss trade, clear signals of renewed geopolitical alignment and reduced risk.
We could be entering a “Goldilocks zone,” meaning there will be enough slowdown to ease inflation but enough stability to support risk.
Crypto mirrors this shift. I believe BTC pushing toward $100K is more than technical; it’s a psychological battleground. Solana’s bounce off April lows and reclaim of $150+ last week shows strength in the face of broader uncertainty. A minor dip might shake weak hands, but structurally, we see mixed signs, meaning it could go either way.
Most are still waiting for Q3 entries, assuming fear and uncertainty continue. But markets don’t wait. Early movers like HYPE already broke resistance. If we’re right, this isn’t a top; it’s the beginning of the next leg.
Being contrarian isn’t about fading trends. It’s about spotting when the herd is wrong
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