Woetoe

Good place to close 25-40% of my longs, has been quite a ride on bitcoin:native $XRP $USELESS & $DOGE & $Bonk last week.
Now send it even higher.

bitcoin:native Feels a bit like it's going to 75k

Who remembers. ethereum:0x1ae7e1d0ce06364ced9ad58225a1705b3e5db92b
Feels like a lot of old coins are coming back. The coin is still alive.
Did purchase a small amount myself just now.

Tether holds $23 billion in gold. They're now lending against it.
Same week $BTC followed gold lower. Both stores of value dropping in tandem.
Gold earns yield now. Bitcoin doesn't.
Two assets, same narrative, one fundamental difference. The market is starting to notice.

Semiconductors up 2.9% today. $SMH is 8% below its all-time high.
BTC is down 52% from its ATH, sitting at the cycle low.
Both peaked in November 2025. One bounced back. The other didn't.
One of these groups is right about where we are in the cycle.

$SOL UPDATE.
Entry Jun 13 at $67. Ran to $76 on Jun 15. Now back to $69.
Back where it started two weeks ago.
Target $84 intact. Stop under $58.90 still valid.
Boring period. Trade still alive.

Fear & Greed has been at 13 for days.
Six years of data: this zone marked every major bottom. 2018, covid, 2022, 2024.
2022 taught me it doesn't bottom when fear peaks. It bottoms when nobody posts about the bottom anymore.
$BTC at $60K. What's your feed saying right now?

$SMH held $600 for the second time in three weeks.
Same level, same bounce. And crypto bounced from the $59K zone in the same window.
Semis and crypto have moved together all year.
The correlation is still the trade.

$AAVE up 15% today.
DeFi protocols front-run the alt rotation every cycle. UNI did the same last week. EIGEN the week before.
At $82. June low was $60. Above $95 the chart opens up.
Yay or nay?

$HYPE down 8.4% today.
Hyperliquid is rank 10. Took real market share from centralized exchanges. Probably the best DeFi product built in years.
At $60.85. Down 32% from the June high near $90.
Yay or nay?

$SMH down two straight days.
600 held last month when BTC bounced off $62K. Same level now.
When semis crack, everything risk-on follows. That's been the setup this week.