Casper Andersson | Co-founder The Forms 🐲
1.8K posts

Casper Andersson | Co-founder The Forms 🐲
@CasperRWA
co-founder @theformsfund. long tail asset enjoyer working on something new. ex dev @revolut, https://t.co/w9eVK1cCw5 ex partner @0G_labs. $LTC part-time DJ. NFA.

xAI's Grok Imagine just took #1 on the Video Arena leaderboard (DesignArena by Arcada Labs) → Elo: 1336 - 33 points clear of #2 → Win rate: 69.7% - highest on the entire board → Battles: 15,590 - statistically rock solid Beats Veo 3 Fast, Veo 3.1 Fast, and Veo 3.1 - all at once And it does it in 21.3 seconds, while Google's models take over 40 seconds xAI went from nowhere to #1 in AI video. The pace of Grok Imagine improvement is unmatched












$BTC / Bitcoin $75K swept, very close to our $74K prediction, which will still eventually be tagged. But expecting a relief bounce first. Every time my RSI-matrix indicator has tagged this zone over the last 4 years, it's been followed by a strong counter-trend rally. Also a huge CME gap at $84K from the weekend. Real probability it gets mostly filled given how aggressive the gap is. Though the idea that all gaps fill quickly is misconstrued, evident by $93K gap which is still sitting there. The reaction at $74K will tell us a lot about the coming months. Gut says we're still heading down, but this is a strong liquidity support zone. Expecting ~$82K–$84K before continuation lower.




332 days ago, I posted the chart below, showing a Bitcoin peak the week of Oct 6, 2025. So far, it's been spot on. Whether that holds as the ATH, we’ll find out. If BTC starts closing weekly below the 50W MA, odds of the top being in go up. If the 4-year cycle continues to play out, the buy zone between $55K–$75K will be glorious, just a 40–55% drawdown from the highs. I don't think we see as deep of a bear market, thanks to diminishing returns. Could we go lower? Sure. But I’ll be plenty happy filling orders there. Long-term: Bullish. Short-term: Respecting the cycle.


$ZEC / Zcash Still on track to land in our $300 short target area. Should move into there once local support is lost. If no bounce forms at the $290–$300 liquidity pocket, the 200SMA around ~$270 becomes the likely area of support. The 61.8% Fibonacci level of the move from $40 to the local highs sits at $310; crucial that price forms a relatively quick bounce in this range. Otherwise, the 78.6% level at $200 becomes a statistical probability.










