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332 days ago, I posted the chart below, showing a Bitcoin peak the week of Oct 6, 2025. So far, it's been spot on. Whether that holds as the ATH, we’ll find out. If BTC starts closing weekly below the 50W MA, odds of the top being in go up. If the 4-year cycle continues to play out, the buy zone between $55K–$75K will be glorious, just a 40–55% drawdown from the highs. I don't think we see as deep of a bear market, thanks to diminishing returns. Could we go lower? Sure. But I’ll be plenty happy filling orders there. Long-term: Bullish. Short-term: Respecting the cycle.

IMPORTANT UPDATE ON RECENT DEVELOPMENTS: Yes, there were reports of explosions in Iran, and air defenses were active Yes, the U.S. seems to have shot at 2 Iranian speedboats, killing IRGC Navy personnel Yes, there are reports of firs on Kharg Island, but this is unconfirmed and could be fake No, this does not mean war is back, or that the deal is sabotaged I stand by my position: The war is over and a deal has already been agreed, and will be announced any day. It will include Iran charging a toll in Hormuz (called differently so it's legal), getting funds (probably a loan collateralized by its frozen assets), and the war in Lebanon ending.

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SpaceX is about to be the largest IPO in human history. But here’s the catch… It’s also going to be the trade most retail investors REGRET for the next 5 years. Here’s why, and the 4 space stocks I’m actually paying attention to instead: On June 12, SpaceX will list on Nasdaq under the ticker SPCX. The expected valuation is around $1.75 trillion. That’s more than twice the previous record IPO, and more than the GDP of all but a handful of countries on earth. But even if SpaceX doubles from there, your return is 100%. In the same window, a small cap space stock with the right setup can do 5x or 10x. The math simply does not work for retail investors hoping for asymmetric returns from a trillion dollar IPO. You are buying a fully priced, fully discovered, fully institutional name on day one. The real money in space is not SpaceX. It’s in the smaller, less-followed public names that will get revalued the moment SpaceX trades. Here are the 4 I am watching: VELO Velo3D 3D prints metal parts inside SpaceX's Raptor engines. SpaceX backed them early and was their first customer. The cleanest direct supplier name on the public market. RDW Redwire Space The picks and shovels of space infrastructure. Solar arrays, deployable structures, microgravity manufacturing. The stuff every satellite and spacecraft needs. BKSY BlackSky Real-time earth observation satellites with major defense and intelligence customer base. Sub-billion-dollar market cap with a Pentagon backlog. GHM Graham Corporation Rocket turbopumps through its Barber-Nichols subsidiary. Already supplies multiple US launch players. Nobody is pricing the space exposure inside this name. Most of these sit between $1 billion and $4 billion market cap. Meaning even if they 5x to 10x from here, they would still be relatively small businesses. That’s the power of an asymmetric bet. Either it goes to zero, or it does 5x to 10x over the next few years. At The Assembly, we are a team of 8 with one goal: help you find the right stocks early. Turn notifications on so you don’t miss our alerts. This is EXTREMELY important. If you are not following us yet, you will understand later why that was a mistake.

🇺🇸 A former CIA and NSA scientist says fewer than 10 people on Earth know the truth about UFOs, and he knows 2 of them. Congress has spent years trying to force Pentagon disclosure, yet the answer still sits in a room smaller than a dinner party.