im Frank 😎

After 30 years of trading, I learned I wasn’t built for short-term trades, results were mixed, and it took me 15 years to accept that. What I am decent at is spotting emerging trends, reading sentiment, and staying patient. So I shifted to getting in early with size and riding trends. My point is, play to your strengths. Don’t just chase random ideas (including mine) on social media, use them only to complement your own strategy/strengths. Be selective. If you don't know your strengths or have a real strategy, find it first, b/c you're pissing in the wind.

A true gold bull market wont peak until Junior miners significant outperform seniors. GDXJ/GDX

That major thrust is in action now. I think we're in a runaway market for Silver.

My only concern (short-term) is that stocks are on a really stretched cycle uptrend. Very few cycles historically have gone this far without a mini (4-6 week) reset. But then you could argue BTC did its 4-6 week reset already, they don’t have to be that correlated.

Many ALT’s pushing nice uptrends and $BTC a couple of solid candles from ATH’s, while sentiment sits at neutral. This is a good place to be at this phase of the 4yr Cycle. Key time to sit tight and let market do the work. Remove your bias errors seeking that extra squeeze.

Very much like the response across crypto, so far. Dominance was down all day too. Sentiment feels guarded, which is good. If Bitcoin can just push through this last hurdle think it’s the start of Q4 mania. Still work to be done, but looking good.

Traders getting ready to panic chop their accounts by 10% today. FOMC

Never seen so many crypto folks talking about gold before. Weird.

The S&P 500 is 23 weeks into a Weekly Cycle advance, near the extremes for a Cycle. Basically, it's well overdue a move down (3-6 week) towards a Cycle Low. With FOMC on deck, often a catalyst.

Bitcoin dominance is in the freefall stage of the 4YR Cycle. Late Cycle behavior. Don't see why this would change into year end.

Have a good weekend to all! ☀️🍺

The timing for a gold bull market top is not until late 2028, but likely 2029. That's the 8yr Cycle top window.

BTC - Week 22, testing the under-side of 10wma where a declining cycle is often rejected once. If we sweep the late Aug lows ($104-107k) that should be a trap before new weekly Cycle. BUT...we're in the real speculative phase of the 4yr cycle. Dominance dropping is confirming this with many ALT's pushing up hard. Breaking through the 10wma means buckle up! Now historically not the time to be afraid.

Heartbreaking to see today’s shooting. And just as sad to see rhetoric that drives people who share so much in common, yet differ only in personal choices or views, to hate each other.

We’ve hit that stage of the bull where the office conference room whiteboard isn’t product roadmaps anymore, it’s tokenomics schemes and exit plans. Yeah, I’m a cynic.

Dare I say, ALT season. At least an abbreviated one with more selective winners. Action suggesting and Cyclically is best fit.

👀 @ChristiesInc ‘s closing its talented digital art department is easy to read as “NFTs are dead.” But that misses the bigger story in my opinion. What’s happening is the same pattern we’ve seen whenever a new medium collides with old institutions. Photography, video, even Impressionism all went through the same arc of being dismissed, overhyped, segregated, and finally absorbed. NFTs just compressed the timeline. The boom of 2021 wasn’t cultural settlement, it was liquidity froth. Auction houses tried to bolt on digital art teams, but the economics never fit very well. Why charge 25% commissions to handle works that don’t need vaults, shipping, or insurance and have infinitely scalable digital sales distribution? But this is definitely not an obituary. It’s the graduation moment. Digital art doesn’t need its own department any more than photography does today. It belongs in the same conversation as contemporary painting and sculpture. We are entering an age where everything—from AI-generated media to Bitcoin inscriptions—is born digital. Provenance, authenticity, and permanence will be defined on-chain. Art is just the first arena where this shift becomes visible. So yes, the short-term headline is bearish. But the long-term arc is profound. We are building the cultural memory of the digital age. The works that matter will be the ones that stand up not just as speculation, but as art. They will be anchored in permanence, provenance, and meaning. Christie’s didn’t shut the door on digital art but they did confirm it’s no longer a novelty. 🔥

Now that the BLS data is on the blockchain going forward, we wont have any of these problems.

Just in time.....