BOBBI
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My personal thoughts on the overall outlook for the markets
Stock markets and indices continue to hit new all-time highs… but if you look closely, much of this strength comes almost exclusively from the tech sector.
Capital is concentrated there today: AI, big tech, semiconductors.
And that is precisely why you’re seeing so much stagnation and a lack of liquidity in the rest of the market.
Crypto with no real volume.
Altcoins that can’t sustain breakouts.
Stocks of exceptional quality — with solid revenues, strong track records and real businesses — that are still down 50–70% simply because they’re outside the dominant narrative.
And this is where many are looking in the wrong direction.
Because markets operate on the rotation of capital.
Money doesn’t stay concentrated in the same sector forever.
So the real question isn’t:
“How much further can tech go?”
But:
“When the next rotation comes… where will all that liquidity end up?”
And it’s precisely in the most boring and overlooked phases that the best opportunities often arise.
In my view, this market is slowly creating huge opportunities:
👉🏻in crypto, where liquidity is practically dead
👉🏻but above all in quality companies on the stock market, battered simply because they’re out of the hype👈🏻
And the hardest part is that these phases can last much longer than people imagine.
But often the best investments emerge precisely when no one is interested in looking at them anymore.
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Some honest thoughts from somebody who has experienced several crypto bull and bear markets:
When the bottom is really in for $BTC, and it starts its multi-year long uptrend, you will not see many euphoric people on X, because most of them will be sidelined. That's called the disbelief rally. Most will belief it will fail like all other rallies in the bear market. It won't.
Macro bottoms are hard to manage emotionally and most people will not be able to capitalize on the opportunities given by the market.
Instead, in the recent bear market relief rally, we had people dunking on accounts that have been bearish since the top (me, Cowen, Killa).
Many felt comfortable that they bought the cycle lows, or that the bear market is finally over. Many even claimed that cypto was never in a bear market. This was a clear signal that we were close to a local (macro?) top, apart from various technical indicators.
When we finally get to a macro bottom, even the biggest bears will be scared to bid it. Only the toughest traders will capitalize on the opportunities, which is why on the way up, you will only see doubt on the market, and nobody dunking on those who have been right for a considerable amount of the bear market.
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@esavecon @CryptoGodJohn What the hell do you want!? Did the chart follow the trend and make a profit? What the hell’s his problem?
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$MANIFEST
The price has followed my trend perfectly, soaring sky-high… now we’re holding above 10 million MC and send higher 👌🏻🔥

EliZ@eliz883
Here to $MANIFEST the bull market. Health, wealth, prosperity and longevity. Timeless idea for a meme but makes more sense for a pre-bullish concept. Grabbed a bag, manifesting 👌🏻
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I think it is worth keeping an eye on USD/JPY in the near-future. The 160-158 area has been serving as resistance for USD against the Japanese Yen, which was a key factor that contributed to the rejection of DXY from the 100-101 zone. The pairing has been rejecting from this zone since August 2024, limiting the growth potential of DXY, and supporting the growth of risk assets.
If this zone is reclaimed on HTFs, it will help DXY grow massively, as USD/JPY would go into price discovery. The Japanese Yen has the second largest weighting on DXY after the EURO, which means that if the USD would start outperforming the Yen substantially, it would support a mid-term growth phase for DXY, which would put more pressure on risk assets, especially above the 100-101 area.

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Support for Offline solana:EPjFWdd5AufqSSqeM2qN1xzybapC8G4wEGGkZwyTDt1v Transfers is coming soon to the beta applications on iOS and Android.
We’re now building the core architecture for offline solana:EPjFWdd5AufqSSqeM2qN1xzybapC8G4wEGGkZwyTDt1v transfers inside KnoxNet.
The current work is focused on making USDC compatible with KnoxNet’s local execution environment. That means designing how stablecoin value can be represented, transferred, verified, and later reconciled without every transaction depending on live internet access.
The first version will go live soon inside the beta app with USDC running in test mode. This gives us a controlled environment to test the system across real devices before moving deeper into production-grade stablecoin infrastructure.
Stablecoins became the backbone of crypto because they are reliable and easy to use. But the moment the internet disappears, they stop working.
ethereum:0xf19304e6bfe0a18d2a0171758aa433921f192897 is changing that.

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I've spent a lot of time in the "valley of disappointment"
It's the most dangerous part of your trading career because it feels like you are making zero progress. All you wanna do is give up
But when the results start coming and everything starts to click
There is no better feeling in the world

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