The Bitcoin Bull Market is Confirmed. More analysis to come tomorrow.

THESIS: The AI bottleneck has shifted to memory—and $MU is primed for expansion into earnings and beyond. The market is underestimating the leverage memory manufacturers hold in the AI compute stack. Here is the fundamental and technical breakdown of why Micron ($MU) remains in strong accumulation territory: 1. The HBM Supply Bottleneck In modern AI accelerator architectures, compute cores are useless without memory bandwidth. The High Bandwidth Memory (HBM) sitting next to a GPU/TPU often represents 3x to 6x the value of the processor itself. Demand continues to aggressively outpace supply growth across hyperscalers. Memory is the critical physical choke point of the ongoing civilizational AI expansion. 2. Guidance & Forward Multiples Micron is guiding for ~$50B in revenue and ~$31 in non-GAAP adjusted EPS for the upcoming Q4 release. With consensus EPS expectations scaling dramatically for 2027, $MU trades at an exceptionally low forward multiple (historically compressing around 6–8x forward P/E). As earnings per share expand, multiple compression keeps the stock fundamentally attractive even after substantial runs. 3. Investment Strategy vs. Short-Term Trading Long-Term Allocators: The structural thesis remains completely intact. Long-term multi-year price targets towards $1,800+ remain achievable as data center buildouts compound. Pullbacks and pre-earnings consolidation represent accumulation zones. Short-Term Traders: Binary earnings events bring immediate volatility. If trading rather than investing, managing risk by waiting for post-earnings confirmation is standard discipline. Don't lose sight of the macro trend: AI hardware demand is strictly supply-constrained, and high-bandwidth memory sits right at the center of pricing power. 📺 Watch the full breakdown here:piped.video/eJ_L8Ng-JCU

THESIS: The Bitcoin bear market is over, and this pullback is an accumulation gift—not a reversal. Here is the data-driven framework explaining why the bottom is in and why you shouldn't get trapped by last month’s mindset: 1. The Bear Market Didn’t "Break"—It Compressed Many are still waiting for a deeper bottom because the typical 4-year cycle timeline seemed cut short. But the mechanics tell a clear story: The prior bull run was stunted by aggressive macro tightening (Fed hiking from 0% to 5.5% + QT). Because top-end expansion reached ~Q75 instead of Q99 on the Quantile Model, $BTC simply had less distance to fall. A standard 5-wave Elliott Wave corrective structure completed into the high-$50k floor, resetting Bitcoin directly to its historical valuation baseline. 2. Institutional Conviction Above $82K While short-term traders take profit, smart money is absorbing supply: Over $2 Billion in cumulative spot ETF inflowsentered above the $82,000 mark. Institutions and retirement allocators aren't treating $82k+ as a blow-off top—they are treating it as confirmation that the multi-year uptrend has resumed. 3. Technical Structure & Support Bitcoin completed an initial impulse wave off the lows (+52% run over ~84 days). A healthy pullback/ABC consolidation is standard market behavior before expansion. Holding critical support around $82.9K (with structural invalidation far lower in the upper $60k/mid-$70k zone) keeps the broader bull framework completely intact. Key Takeaway for Allocators: Investors: Trying to skip buying at current levels to catch an elusive bottom in the $70s is a high-risk game of getting left behind. When Bitcoin exits key ranges in a fresh bull market, it rarely looks back. Traders: Look for long setups on corrective dips with defined invalidation levels anchored to the structural cycle bottom. Don't let short-term volatility blind you to the macroeconomic and on-chain reality: The bottom is in, the trend has flipped, and pullbacks are for building position. 📺 Watch the full breakdown here:piped.video/live/avfcprtFBOI

The Bitcoin bull market is officially confirmed. Here is our full macro & technical thesis on where BTC goes next, why the bottom is in, and our cycle targets 🧵👇 1. Critical Level Cleared Bitcoin broke through the crucial $82,000 line in the sand, closing three consecutive daily candles above it. Rather than triggering institutional sell-offs, we saw over $2B in inflows across the breakout—signaling massive conviction from both retail and institutions. 2. Short-Term Dynamics & Support Due to daily RSI divergence, a brief cooling-off/correction is healthy and expected. • Key Convergent Support: The 0.236 Fibonacci level sits at ~$79K–$80K, aligning directly with the 365-day moving average. • A dip into the $79K–$80K zone represents a prime long entry opportunity rather than a trend reversal. 3. Cycle Structure: The Elliott Wave Completion We completed a textbook 1-2-3-4-5 Elliott Wave structure to close out the bear market. The current price action mirrors the breakout from $25.2K in 2023—confirming that the bottom is firmly behind us. 4. The Great Debasement & Institutional InflowsWith US 10-year Treasury yields spiking to multi-year highs and persistent currency debasement, investors are viewing Bitcoin as the ultimate antidote to monetary chaos. • Expecting $100B–$300B in ETF inflows (primarily IBIT & FBTC) this cycle. • Much of this demand is locked into long-term retirement accounts, permanently elevating Bitcoin’s price floor. 5. Cycle Targets Utilizing the Quantile Model: • Base Case Target: $230,000 – $270,000 • Bull Case Extension: Up to $500,000+ Full breakdown and technical charts in the video below 🎥 👉 piped.video/zxwqqDp5458

The Bitcoin bull market is confirmed—here is the macro & structural thesis you need to know: 1️⃣ Macro & Market Drivers: • The pullback to $84k is primarily a bond market story (10Y yield near 5.1%), not a crypto breakdown. • ETF inflows and long-term institutional conviction remain rock solid. 2️⃣ Market Cycle Structure: • This is NOT a 2022-style fakeout. After a 250-day, 53% reset, Elliott Wave corrective structure is complete. • Holding above the $82K breakout level confirms we are in structural accumulation/expansion, not distribution. 3️⃣ Short-Term Price Action: • Bearish RSI divergence signals a healthy short-term shakeout to liquidate late leverage. • Even a deeper pullback toward the $74k–$80k range leaves the macro bull trend fully intact. 4️⃣ Target: • Conservative cycle projection: $230,000+ Full breakdown from today’s stream: piped.video/live/YodXGc6SK-M

The Bitcoin bull market is confirmed. A multi-year durable uptrend is here, backed by half a dozen concrete technical signals and institutional validation. Here is the complete structural breakdown—and why a short-term pullback is actually an opportunity: **1. The $82K Inflection & Short Squeeze** Bitcoin surged to ~$87,000 on the back of $924M+ in short liquidations, slicing clean through May resistance at $82,000. In previous cycles, reclaiming key bear-market resistance levels has historically signaled the start of a structural uptrend—not a bull trap. 2. Six Technical Confirmations Firing Concurrently • ETF Cost Basis Reclaimed: Flipped Glassnode’s aggregate ETF cost basis (~$82K) into support. • 365-Day Moving Average: Clean breakout above the long-term moving average. • 20-Week EMA: Backtested and confirmed as multi-year support on the weekly time frame. • Next Resistance Target: Glassnode models point toward $97,000 as the next major hurdle. 3. Institutional Buy-Side Validation Above $82,000, we did not see profit-taking—we saw aggressive accumulation: • Monday: **+$999M** in net ETF inflows • Tuesday: +$714M in net ETF inflows That’s $1.7B+ in ETF capital entering the market in 48 hours alone. 4. Why a Pullback Does NOT Invalidate the Bull Market Uptrends do not move in straight lines. Pullbacks to key structural levels are standard bull-market behavior: • First Support: $82,000 (breakout level & ETF cost basis) • Secondary Support: $72,000 (Short-Term Holder Realized Price) • Deep Retracement Zone: $67,000–$70,000 (0.618 Fib, 2021 ATH at $69K, and 2-year Point of Control on VPVR) Even a $15,000+ drop into $67K would simply form a massive bullish inverse head & shoulders continuation pattern. 5. Clear Invalidation Framework • Bull Thesis Active: Bitcoin trades above $67,000. Any dip into support is a long entry opportunity. • Thesis Invalidation: Sustained confirmation (multiple daily closes) below $67,000. Dips are no longer continuations of a bear trend; they are entries within the safety of an active bull market. Zoom out, trade the structure, and manage risk. 🚀 piped.video/ph1iOs6wMwU

"The average cost basis for BlackRock's Bitcoin in their ETF is sitting right now around $82,000. In a bull market, the cost basis is supposed to act as a level of support. In a bear market, it typically acts as a level of resistance. So the fact that we've broken through the cost basis and are now prone to using it as support... that gives us the ability to say that Bitcoin is in a bull market." — [04:57 – 05:27] piped.video/live/GRGcvQETjXI

Preach the gospel, die and be forgotten.

May you all grow in Christ Jesus, and I receive NONE of the credit. Soli Deo Gloria.

Our first post after our discord sever launch this morning: May the Lords will be done.

Connection over correction.

"Bitcoin will go into a bull market when it dang well wants to, because it was never going to go into a bull market as a result of the FED or of congress, but as a result of the death of the dollar that is on display right in front of us. Because people are sick and tired of their money evaporating" - Jebb McAfee (24:39) piped.video/live/okm9YIGVPyQ

"The Clarity Act is the tides. Debasement is sea level. Don't confuse the daily news cycle with the real driver of Bitcoin." - (27:52) piped.video/live/Y-0C-id1YTE

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If you discover, and abide by enough truth, your life will change.

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PLEASE SHARE THIS VIDEO. Anthropic CEO Amodei believes that in 6-12 months an AI Botnet could take over the entire internet, and likens AI to nuclear weapons. THIS. CAN. NOT. WAIT!. SHARE THIS TALK ABOUT THIS, FOLLOWERS, AND MEMBERS OF THE MEDIA! piped.video/watch?v=iAF3GpRh…

Dario is right. We in the public with a platform, myself included, need to speak very clearly and with great volume about the dangers of AI. AI is incredibly powerful, and MUST be governed well so that it is a power for good. I believe the buildout of AI will bring about the single greatest technological breakthrough in human flourishing in the history of mankind. If we make sure it doesn't kill us. We, in the media, have a job to do. A job to ensure that the public discourse is on the ideas that matter. I challenge all of us to do it with heart on the most important technological conversation of the century. @elonmusk @OpenAI @DarioAmodei @CryptoLifer33 @CryptoWendyO @RealCryptoFace @missteencrypto @cryptomanran @cryptorover @CoinDesk @CoinMarketCap @Cointelegraph @GrahamStephan @RamseyShow @GeorgeKamel @DavidANicholas piped.video/watch?v=hQR_VJF6…

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"The Federal Reserve has absolutely no choice but to be hawkish or lose global dollar hegemony" (09:42) - Jebb McAfee piped.video/live/r7k8HSuuH9I