知玄 ᙇ .ZEC🛡
2.6K posts




I can’t believe I have to say this but this post is inaccurate and is using a nano banana photo, to show Claude Mythos (Experimental)






i choose to believe that the past year of underperformance of bitcoin relative to gold is largely because of old holders with cost basis < $100 cashing out in tandem with four year cycle top timing and ends sometime in 2026, people with near 100% NW in crypto re-allocating as metals break out of decade long consolidation & compression believe that bitcoin finds its place in portfolios with gold & silver exposure and benefits from large HNWIs & institutions adding small positions, $BTC as digital analog to gold is easier to transport across global borders, easier to transact with, and overall just a better asset in heavily digital world, think $ZEC also continues to benefit from this and trades closer to 1/10th of $BTC's value over next few years technicals wise don't think it trades beneath last cycle's price peak of ~$69k in 2021 and would be invalidated on bullish outlook if that were to happen on a high timeframe basis, saylor's cost average is currently ~$75k and believe if we traded beneath there it would be a fullscale capitulation into generational buying opportunity, timewise idea would be invalidated if no new all time in 2026 as it would mean from my perspective that the same allocators driving gold's repeated all time highs are not allocating towards $BTC during the same period considering bitcoin is only ~$2T mcap while gold is ~$32T & that $BTC is just risk-on beta in which case it just makes more sense to buy equities building frontier tech, bitcoin's underperformance should be temporary, believe current gap is deep value and accumulating sub $100k will look obvious in hindsight less than a year

















