Joe Bland

After months of underperformance, software is beginning to look increasingly interesting. Many high-quality companies are approaching major technical inflection points with improving macro conditions in the background. My latest article looks at several of the strongest setups. ServiceNow (NOW) is the first company covered, but there are many others worth watching. open.substack.com/pub/trendchang…

@G62462G I think both COIN and Robinhood will perform ultimately. I’m not certain where liquidity will concentrate first, but I look for asymmetric setups where the potential reward is many times greater than the risk. COIN currently fits that framework for me.

@trendchanges How you sure liquidity goes into Coin? Maybe ppl will prefer Robinhood….

COIN bottomed in 2023. Advanced hard into summer 2025 alongside BTC. Corrected in line with broader crypto sentiment. That alignment is a clue, not a coincidence. When an asset corrects with the sector and not because of itself, you position for recovery and let the macro do the work. The structure here remains constructive. If liquidity, equity strength, and crypto sentiment continue to improve, the broader backdrop should remain supportive.

@polyondelta Seasonally, gold often puts in a cyclical low during the summer months, so looking for signs of a turn around this point makes sense. My only hesitation is that the metals are still working off one of the most overbought conditions in a generation.

$GC squeezing in the falling wedge. Steep wedge=strong bounce back & low vol = tight stop? @trendchanges what do you think of gold rn?

Everyone is watching stocks & Crypto. I'm watching the Dollar. The U.S. Dollar Index is attempting to reclaim a major support/resistance level around 100.6 after a multi year cyclical downtrend. If the Dollar strengthens, many of the liquidity-sensitive areas that have led this cycle could face continued volatility. One of the most important charts in the market right now.

Real Vision changed the way I think about markets. The combination of macro, liquidity, community and independent thinking has helped shape much of the work I now share. With prices now reduced across Connect, Alpha and Pro, this feels like a strong moment for people who have been waiting to join. realvision.com/pricing

Diversification has its place, but exceptional returns often come from focus. The Substack Compounding Account is now live. It begins with a single 30% allocation to a future energy infrastructure company, while 70% remains in cash awaiting high-conviction opportunities. The goal isn't to predict every market move. It's to identify situations where the potential reward significantly outweighs the risk, define invalidation levels in advance, and let the probabilities play out. Concentration when opportunity is abundant. Patience when it is not. More details for subscribers: trendchanges.substack.com

I've been documenting this entire process, the setups I'm watching, the signals I'm tracking, and what I think comes next. It's all in my playbook. Free to download. If you've found this useful, you'll find this even more so: app.realvision.com/report/the-are…

The goal is never to call the exact top or bottom. The goal is to identify constructive behavior early, align with the broader trend, and let price structure tell you when to exit. COIN broke its downtrend channel. Retested the breakout. Held. That sequence is the road map. The broader conditions — liquidity, equity momentum, and crypto sentiment — remain the key drivers to monitor as the pattern develops. The trend has room to extend.

Quantum stocks are beginning to show signs of accumulation after a prolonged mid-cycle correction. Improving technical conditions across several names suggest the theme may be preparing for another phase of expansion. More details: trendchanges.substack.com/p/cycle-confir…

The way I build conviction on a setup like this is all in my playbook. Not a prediction. A process. One that's been working quietly while most people were focused on the noise. Grab it here if you're curious: app.realvision.com/report/the-are…

On Friday when the markets panicked, these software companies bucked the trend. While the Nasdaq fell almost 5%, a handful of names showed notable relative strength and finished the day green. I take a look at the charts and discuss why they caught my attention. open.substack.com/pub/trendchang…

I put together a full playbook on how I find and structure setups like this.The process, the signals, the conditions I look for before sizing in.If this kind of thinking resonates, it's worth a read.Download my playbook here: app.realvision.com/report/the-are…

COIN is forming a rising triangle continuation pattern after a textbook corrective channel off the 2025 highs.The correction was orderly. Channeled. Consistent with distribution, not abandonment. That distinction matters more than most people realize.Breakout confirmed. Previous resistance now acting as support.

@polyondelta There is a shelf of support there for sure. The main message is how i think about positioning. If price breaks either the rising trend line or the support level the stance can be adjusted accordingly. These decision zones offer the best R/R

@trendchanges When you plot a horizontal line across the 24 and 25 low one could also argue for a H&S pattern forming or am I missing something?

Is the rebound in quantum stocks the canary in the coal mine for crypto? trendchanges.substack.com/p/can-crypto-s…

The New Industrial Revolution

Alternative energy increasingly appears to be transitioning from speculative ESG trade toward strategic infrastructure. BE has been leading. The following discusses this transition in more detail. trendchanges.substack.com/p/cycle-snapsh…

Crypto is holding structure despite the noise. This monthly close could matter more than people think.

Space equities are behaving very differently right now. While the Nasdaq showed signs of distribution in Q1, space equities continued to accumulate. Rotation is happening — but it’s being camouflaged through selectivity. Full breakdown: trendchanges.substack.com/p/cycle-snapsh… UFO vs Nasdaq