I've been in finance for 11 years, playing poker seriously for 7. Since 2018, the skills and wisdom obtained in poker have directly translated into how I approach the market.
My results are also a testament to this.
Guess what I'm saying is learn how to play poker

Friendly reminder that the “Bitcoin cycle” narrative WILL go away
This predetermined “end of cycle” that everyone expects in Q4 or Q1 will NOT happen. That’s not how markets operate and that doubt is EXACLTY why Bitcoin’s network effects will continue to grow and therefore price goes higher
The “cycles” broke when TradFi entered the space
Sure there’ll be dips along the way, but the trajectory is higher for longer as fiat continues to get debased lower for longer

Bitcoin at $124,000
As it was written in the scrolls of what happens after Aug/Sep “seasonality”
UPtober ✅ is in session

If you're:
- still invested in bonds
- running a 60/40 equity/fixed income allocation
- stuck in mutual funds
- bragging about your 4-5% dividends
Call your financial advisor and thank them for dismissing Bitcoin without ever bothering to understand it and keeping you blind to the single greatest technological advancement in the history of finance and the best performing asset of the last decade

You’re bullish now?
Bitcoin isn’t even at $150k yet 🤣

If you were sidelined and thinking market was going to be bearish in September you are following the wrong people
Choose your followers wisely

I’m so glad that the bearish September seasonality played out exactly how everyone expected ☺️
Hope next month is just as, or more, bearish to the upside

$BTBT stupid cheap at this point
$100M convert note is a good thing

For an asset to deliver a parabolic impulse move like we're seeing now with $IREN and like we saw in $MSTR and $PLTR in 2024 the precondition is doubt.
If everyone agreed a vertical run was coming, the market would've already priced it in. Consensus kills the potential for a parabolic move it's why the most violent upside moves emerge from disbelief.
Look at the entire BTC mining sector. Those w/a HPC/AI component have been completely re-rated higher in just a few months. You could've bought $CIFR under $2 THIS year LOL....and now faces have been ripped off in a blink.
For all of 2024, mine

It actually makes sense to have this kind of shakeout just before the strongest leg of the Bitcoin cycle
What surprises me is how negative sentiment feels right now after the most bullish bearish September seasonality I’ve seen
Many on X are convinced there’ll be another clean shot to buy lower, and maybe they’re right. But the market rarely hand out perfect entries. More often, they shake you just enough to hesitate, then rip higher without you. That’s how they keep the majority under-positioned. Manufacture fear and doubt at precisely the moment conviction should be highest.
So while I’d hap

Whenever you feel like selling in a bull market, you should buy

It never ceases to fascinate me but the market’s job is to make you do the wrong thing at the wrong time.
There's a reason why corrections within bull markets often feel the worst. The backdrop is positive, the narrative is strong, prices are going up, you become conditioned to seeing green on the screen. So, when the inevitable pullback comes, the contrast is jarring.
The sharpness of the pullbacks against the prevailing optimism triggers a deeper psychological reaction "is the bull market over?" "was this the top?"....Seeing your gains erode feels like betrayal.
These very corrections are

You know, it’s funny there’s always been a “flash crash” before Bitcoin $BTC moved sharply higher

The Market Makers are very good at what they do -> flush retail and make them doubt their investment choices
Im also very good at what I do -> Buy high quality assets when retail is capitulating