Market outlook / The best is yet to come 1. Bitcoin 2. Altcoins (1/7)👇

Some quick notes before unleashing a dirty amount of bullish propaganda: / It’s late in the cycle. Risk here is different than earlier. Position accordingly. / My fiat → crypto transfers happened early 2023. / I’ve already taken some out. / Even though I think the last part will be the best, your focus should be on scaling out, not leveraging into more and more exposure once things get crazy (countering the human emotions) Okay, let’s dive into the bullish stuff.

1. Bitcoin I have said this over and over; still no signs that this time will be different. > Market structure intact and bullish > No real pullbacks, just chop before new legs > Timing still matches past cycles > same pattern: breakout → consolidate → continuation? Last week, we broke out above the local range high to me, which boosts the odds of not just being macro bullish, but also mid-term looking ready. Think we are around the red arrow.

> BTC vs DXY Another chat I've been using for a while. ( 1. Dollar dumps (market goes down with her initially) 2. Dollar breaks the lows and sits there, risk assets start to rally As long as the Dollar looks weak here at the lows, it's safe for risk assets imo.

Another Dollar post. Less about this cycle, more about my multi-year / super cycle view. This Dollar macro range is interesting. Bitcoin has never seen a macro Dollar downtrend. Bitcoin was born with the dollar at the range lows, then a deviation back inside, followed by a multi-year Dollar uptrend. That’s where Bitcoin formed its 4-year cycles. Now the Dollar has deviated at the range highs, showing weakness. This could take years to play out, but on a multi-year view, imo the highest probability trade is that the Dollar stays in range and trends down. Something Bitcoin has never experienced.