Everyone knows BTC is going to $100k. That's exactly why it goes to $55,000 first.


When a trade is "obvious to everyone" — that's not a buy signal. That's the coordinate where liquidity is parked.
Quantum computers will kill Bitcoin? No. This is a textbook bear market narrative. China ban. Mt.Gox. FTX. Every time, at the end of a bear market, a story appears that sounds like the end of the story. Every time, the story continues.
My plan:
— BTC: waiting for $42,000–$55,000. That's where I build the position. Not now.
— Oil: long-term thesis intact.
— MSTR: watching. Not participating.
BTC0.67%
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