BTC Tides

Here’s the real reason behind this equity rally that no one has been able to tell you: Positioning unwind (see thread below) + markets front-running the initial nominal revenue boost from the coming energy-driven inflation shock (Yes, inflation is coming). Prices rise first → short-term earnings look great. This is what markets are front running now. But once inflation hits costs and triggers demand destruction, equities WILL reprice lower. HARD. This is exactly why BTC WON’T see a new ATH rally anytime soon. Anyone that tells you it will, is going to cost you money. BTC has no corporate revenue, currently no options positioning tailwind to unwind, and no ability to pass on inflation. BTC price is driven PURELY by macro TIDES. I will tell you as soon as the Tide shifts from Falling to Rising = THE time to go ALL IN BTC/Crypto.

Time to short BTC yet? NO. I will tell you when, soon.

@crypto_with_seb 👊

@BTCTides That’s the way 👊

$BTC ripping while ALTs are watching. Soon, the other way around.

@midascabal Not at all. It’s fully explainable using data.

This rally is actually hilariously manipulated. I’ve never seen the market this bad. The CRASH is going to be crazy.

@_The_Prophet__ What’s the TLDR?

⚡️The global financial system is running a controlled demolition of fiat currency purchasing power and almost everyone in it knows but nobody is allowed to say it out loud. The numbers in this chart are not a warning sign that something is about to go wrong. They are evidence that something has already gone wrong and the response is to keep the appearance of normalcy by issuing more debt every year regardless of conditions. The 2026 numbers are not a forecast of an upcoming crisis. They are the operating procedure of a system that is already in crisis but has chosen to manage it through gradual erosion rather than acute correction. Every central banker knows this. Every treasury official knows this. Every senior financial executive knows this. They cannot say it because saying it would accelerate the thing they are trying to prevent. The system depends on confidence in the currency. If the people running the system publicly acknowledge that the currency is being systematically debased to manage debt obligations that cannot be paid in real terms, confidence collapses faster. So they manage the debasement quietly while publicly maintaining that everything is fine. This is the actual social contract of late stage fiat. The people running the system know what they are doing. They know it produces a wealth transfer from savers to asset holders, from wage earners to capital owners, from the middle class to the wealthy. They do it anyway because the alternative is worse. The alternative is acute crisis, banking collapses, sovereign defaults, and political upheaval that could end the system entirely. Slow debasement is the lesser evil from their perspective. They choose it knowingly and they refuse to discuss it publicly because public discussion would prevent it from working. The middle class is being quietly liquidated to keep the system functioning. That is not a controversial statement among people who actually understand monetary policy. It is the operating reality. The wealth that the post war American middle class accumulated through wages and home ownership is being slowly transferred to asset holders through inflation and debt expansion. The mechanism is invisible to most people because it operates through the gradual reduction in purchasing power rather than through any visible confiscation. But the effect is the same. The middle class gets poorer in real terms every year while the wealthy get richer in real terms every year. This chart is one more piece of evidence of the mechanism running. The wealthy understand this and position accordingly. They hold scarce and productive assets. They borrow at low rates to buy more of those assets. The debt they hold gets inflated away while the assets they hold appreciate in real terms. The math is simple and it produces the wealth concentration that everyone notices but few people understand the mechanism behind. The mechanism is the monetary system. It is designed to transfer wealth from those who hold currency to those who hold assets. That is the function. Not a bug.

@_10delta_ Ok, maybe you stick to geopolitics.

The market has come to terms with reality & is essentially saying: 1. the US has achieved strategic leverage without destroying (in fact strengthening, as I’ve argued) its own economic base 2. Iran’s negotiating position, economic situation, & internal stability deteriorates with every day the blockade holds (patience is on Trump’s side) 3. the AI/tech supercycle is powerful enough to absorb the energy shock 4. Warsh will be confirmed & is bullish for the American economy

@River I won’t be. I want it to be though.

You may not like it, you don't have to agree with it, but eventually Bitcoin will be the backbone of the entire financial system.

@themarketear @zerohedge Bitcoin WON’T be next 🤦

Missed tech? Bitcoin might be next… zerohedge.com/the-market-ear…

@unusual_whales So Iran DID win in the end haha

BREAKING: World's biggest condom maker to raise prices due to Iran war, per BBC

@cryptofergani You are going to cost people SO much money by having ZERO clue about what is going on right now.

The next 6-12 months will be lifechanging. Bitcoin is going to $200,000. ETH will break $10,000. SOL will reach $1,000. Altcoins will explode. Patience 🤝

@WhaleFUD In case anyone’s interested to learn: Static Buys/Sells don’t move price, dynamic flows (Tides) do.

BlackRock bought another $900 Million of Bitcoin.

@Nebraskangooner Then you don’t have the slightest clue why equities are rallying and why Bitcoin won’t.

STOCKS ARE AT ALL TIME HIGH. #BITCOIN IS AT SUPPORT. I'm just gonna leave this here...

@Crypto_Moe84 NO IT’S NOT

BTC/SPX Simple man with simple lines... You like SPX ? you will love BTC/Crypto 🤝 Bottom is in....🤝

@ekwufinance Did you ask EVERYONE?

No one is positioned for an inflation surge. The S&P is printing new ATHs like the Iran war got wrapped up in a neat peace treaty and a Netflix documentary. It’s dominated by tech... the sector whose entire multiple assumes permanently low inflation and cheap capital. Meanwhile, materials and energy, the sectors that actually benefit when inflation runs hot, sit at roughly 6% of the index, as if governments can just hit CTRL+P on copper, diesel, and jet fuel the same way they print IOUs.

@biancoresearch That’s not how this works. Trump picks the names.

It seems like the Fed is going from “Too Late” Powell to “Sock Puppet” Warsh. Will “Sock Puppet” Stick?

@CalebFranzen You might be a bit slow. Obviously pointing out how useless the post is. Everybody has charts. Well done Caleb 👏

@BTCTides What part are you unable to understand?

Ouch... Solana is making new multi-year lows relative to Bitcoin.

If you you’re shorting BTC right now, you ARE rushing it. NOT YET.

@DonWedge Are you coming back form 2050?

The cycle is setting up for those who stayed.

@CryptoKid Breaking news: there are NO diagonal resistance levels. They don’t exist.

BITCOIN IS RIGHT NOW ATTEMPTING TO BREAK MULTI-MONTH RESISTANCE! 😮