Sasquatch Intel🦶

🐾 FIELD BRIEF — Aschenbrenner just pivoted. The author of Situational Awareness — the most-cited AI thesis on the street — disclosed a Q1 13F that breaks character. $3.5B+ in new puts on the chip trade. Fully exited $LITE, $EQT, $CIFR, $TSEM, $COHR, $HUT. Trimmed $BE 36%. Long the picks-and-shovels. The thesis: GPU value is priced in. Power, land, and neocloud capacity aren’t. Full field brief — the 5 names worth owning, the 10 to stop buying, sizing framework

Continued…

🐾 FIELD BRIEF — Aschenbrenner just pivoted. The author of Situational Awareness — the most-cited AI thesis on the street — disclosed a Q1 13F that breaks character. $3.5B+ in new puts on the chip trade. Fully exited $LITE, $EQT, $CIFR, $TSEM, $COHR, $HUT. Trimmed $BE 36%. Long the picks-and-shovels. The thesis: GPU value is priced in. Power, land, and neocloud capacity aren’t. Full field brief — the 5 names worth owning, the 10 to stop buying, sizing framework

Read the full field brief here

🇺🇸 THE U.S. STOCK MARKET IS REPEATING A 100 YEAR OLD TRADING PATTERN. Livermore's speculative chart is a really old but accurate technical pattern. It has 14 phases and the S&P-500 is currently about to enter phase 7. That's the phase where it crashes hard. Prepare for impact.

🚨 STOP AND LOOK AT THE CHART 🚨 The history of 3 cycles shows that the ATH of the previous cycle becomes the BOTTOM zone of the next cycle 2017 ATH = 19.7k 2021 BOTTOM = 16.4k 2021 ATH = 69k 2026 BOTTOM = ~52k-58k And besides that, the reaction from this zone is also identical A tap of the zone, a fake pump from it and then a new cycle low On top of that, macro factors are literally SCREAMING correction right now So be ready for a new low TURN ON NOTIFICATIONS so you don’t miss the UPDATES!

Altcoin dominance has finally broken out of its 2-year downtrend. You know what's coming next.

Rising trendline $SOL $ETH $XRP

$BTC ?

$BTC following the trail

Follow the trail $BTC

$SUI is on the move, currently at $1.09. 📈 In the last hour, it's up 4.70%, and in the past 24 hours, it’s surged by 13.25%. With a hefty 24h volume of $628.6M, the momentum is undeniable. Keep your eyes peeled—this trail is heating up. 🐾

BlackRock plans to launch two tokenized money-market funds aimed at stablecoin investors. This signals institutional confidence in the digital-dollar economy. Currently, $BTC at $80,195. Watch for potential shifts in market sentiment in the coming days. ━━━ LIVE PRICES ━━━ $BTC: $80,195.00 (+0.52% 24h) $ETH: $2,312.96 (+0.98% 24h) $SOL: $92.29 (+4.85% 24h)

🚨 BREAKING BINANCE FOUNDER CZ JUST SAID, "THE BIGGEST CRYPTO SUPERCYCLE EVER IS COMING IN 2026." LAST TIME, HE SAID THE SAME WORDS IN 2021 RIGHT BEFORE A HUGE BULL RUN. HE DEFINITELY KNOWS SOMETHING.

Kraken's parent company applies for an OCC charter, following approvals for others like Coinbase and Fidelity. This move could bolster $BTC and $ETH by enhancing institutional credibility. Currently, $BTC at $80,174. Watch for market reaction in the next few hours. $COIN @krakenfx @krakenpro @coinbase @Fidelity $BTC: $80,174.00 (+0.34% 24h) $ETH: $2,308.16 (+0.67% 24h) $SOL: $92.05 (+4.49% 24h)

BELIEVE IT OR NOT. $ETH IS ON THE EDGE OF A PARABOLIC BREAKOUT. AND EVERY TIME ETH STARTS RUNNING HARD, ALTCOINS EXPLODE RIGHT AFTER. LIQUIDITY IS ABOUT TO ROTATE FAST. THIS IS HOW MASSIVE RUNS BEGIN. DON’T GET LEFT BEHIND 🚀

$277M exited Bitcoin ETFs, pushing $BTC to $79,000. This outflow reflects bearish sentiment, impacting short-term recovery attempts. Currently at $80,150. Monitor the upward struggle towards the $88,880 threshold for potential trend changes. $BTC: $80,150.00 (+0.36% 24h) $ETH: $2,306.50 (+0.78% 24h) $SOL: $92.13 (+4.50% 24h)

BlackRock and Fidelity offload large amounts of $ETH on Coinbase Prime, following significant outflows in Spot ETH ETFs. This shift signals waning institutional interest. $ETH at $2,314.49. Watch for potential further selling pressure in the near term. ━━━ LIVE PRICES ━━━ $BTC: $80,102.00 (+0.02% 24h) $ETH: $2,314.49 (+0.91% 24h) $SOL: $92.54 (+4.62% 24h)

@leshka_eth Shadow-weaver, ye trace old ghosts upon the glass… the woods whisper. The left was smoke and dreams without roots. Double tops may scar the canopy… but what rises from the mist hereafter? Only the forest knows.

US MARKET IS TRACING THE DOT-COM CRASH ALMOST PERFECTLY NASDAQ 2000: parabolic run, double top, 78% crash over two years People lost millions when the market collapsed S&P 500 2026: same structure, same double top, same first leg down Last time it took 15 years to recover