So let me get this straight...
Bitcoin is making new multi-month highs, but...
• $ETH isn't
• $XRP isn't
• $SOL isn't
• $SUI isn't
• $BNB isn't
• $HYPE isn't
• $LINK isn't
• $OTHERS isn't
Don't you find that interesting?
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Caleb Franzen
69.1K posts
Caleb Franzen
@CalebFranzen
Analyst.
Join Cubic Analytics: Katılım Haziran 2020
766 Takip Edilen62.5K Takipçiler
An absolute MOG MACHINE
Patek Philippe
5723/1r
2026 NEW
In Stock 📥 DM for details
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@bryanrosswins Yessir! In Tivat for the next month. Come down and visit at any time, if you're able to :) would be happy to show you around.
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Hey @CalebFranzen aren’t you in Montenegro? Close enough to get lunch together soon 😅
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I’m getting on a plane to check out Croatia tomorrow. Do you think I’ll like it? Thesis is below…
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I just figured out how some analysts are calling for $13k Bitcoin.
I think it's highly highly HIGHLY improbable (sub-1% chance).
But now I think I know how they can prove it with a chart.
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@Lotus_Trading20 I thought about that... will post the updated version tomorrow. Cheers
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In the 2022 bear market, Bitcoin retested and fell below its AVWAPs from the 2018 bear market lows and the COVID lows.
Buying those AVWAP retests were good long-term investments.
Right now, Bitcoin's 2022 bear market AVWAP is $54.7k.
Do whatever you want with this information.
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Caleb Franzen retweetledi
Make sure to send this to anyone who thinks this market is only about one sector. They're lying to themselves and they're lying to you. Here's the S&P500 Ex-Technology hitting new all-time highs once again this month.
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@SamirShahani @JC_ParetsX S&P 500 forward 12M earnings are at all time highs.
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@JC_ParetsX @CalebFranzen Yeah but it’s all disconnected from basic fundamentals.
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Software $IGV is trading at the same price as February 4th, 2026.
Bitcoin is trading at the same price as February 4th, 2026.
Are you still sleeping on this correlation?
I've only been telling you about it since 2022...
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@CalebFranzen Or you can simply look at the monthly charts and buy blindly when the rsi goes below 45.... see you at new ath
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Initial unemployment claims came in at 189k.
Remember when Doomers kept screaming about cracks in the labor market?
Remember what I told you?
RESILIENT AND DYNAMIC!
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Surround yourself with trend followers
Life is too short to hang out with trend fighters
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I think this is one of the most fascinating charts across the entire market...
Especially for Bitcoin investors.
• ARKW vs. IGV (ARKW/IGV)
• Bitcoin priced in USD
A huge divergence has formed with this correlation in 2026.
ARKW/IGV at cycle highs with BTC in a downtrend.
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Part of my thesis in $GOOGL has been simple:
Google Cloud will always be the adopted child vs. Azure & AWS... but the entire growth in cloud demand is going to drastically raise all boats.
And, in the small chance that $GOOGL can catch up to the competition, the stock will run.
Joseph Carlson@joecarlsonshow
This is so crazy it literally looks fake.
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I'll be adding $META on the 10% down. This reminds me a lot of two years ago when Meta was down 20% after a large capex guide...
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META
If Meta did not spend any additional capex over the last 12 months, then holding PE constant, the market cap would be $1 Tn higher.
$50 Bn in Free cashflow * 20 X PE = $1 Tn
$META
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