Some people see things and say, 'Why?' Others dream of things that never were and say, 'Why not?' Electronics, Software, AI, Philosophy, Trading, Intervesting.
Dublin
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Bitcoin macro, plan unchanged.. won't even entertain buying spot in it again until it enter the box, Fib levels 0.6-0.7 ($58k-$40k) and wait for weekly confirmation/reversal.. to reverse the macro would need to climb into the 90s first.. if that happens will change plan
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AI isn't artificial intelligence. It's artificial replication. It has never had a sentient thought outside of what humans have told it what to do.
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XE energy too, waiting for sweep and I buy.. AI need massive power and nuclear with the way to close the gap
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RSI = Relative strength index.. comparing strength of the selling either upwards or downwards.. price lower but rsi higher = price went lower but strenght of push lower was weaker than before (based on buying/selling volume, so you can see from the data there is less sellers than before, even though the price is lower, ie you're getting a discount)
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One thing about charts they love symmetry, Bitcoin X was 50W macro it's getting rejected, B was macro breakout and R is the retest area from macro level trend break.. these are days each candle so can just watch slowly over next few months, hold channel around 68/70 and can maintain the medium term trend, break it and defo back down to test 60 again, into the green box is the real value area, if bitcoin does get into that green box.. 100% guaranteed that will be the macro low (if in that green box just keep buying non stop).. but need to wait and see
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there are crypto maxis in everything too, eth, xrp, doge, bitcoin. They will live and die on their sword.. they will round trip profits of 500% back to zero return because they "believe" in the coin.. pure horseshit.. the system is designed specifically to fuck those people over, the ones who believe in it so ardently they will "hodl" and never sell.. that the real scam around crypto
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Coreweave and Nebius currently provide this kind of high compute and specialise in it compared with other general AI providers.. WYFI is smaller player in the market, compound annual growth around 20% now but seeing the usage of AI in applications this is going to be far bigger by next year
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Whitefiber not a buy now though with rates going up... but it will bring it down to a buyable price because of this.. risk assets will underperform over next few months, anything that isn't already reporting big earnings and cash reserves can get hit as future growth is inhibited by higher borrowing costs.. one thing about rates... the markets don't bottom on the last rate hike, they will bottom before the hike and front run the top expecting holds and reductions later on..
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usually the movements in stocks and assets front run things by around 3-6 months.. this is why people waiting for something to happen are usually left waiting.. markets don't bottom when a recession hit, they bottom 3-6 months before the recession, and when the recession actually hits they go the opposite way (usually because rates drop way down so it's easy to borrow money again)
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White fiber.. this is micro cap hyperscaler only 600m market cap.. it's riskier than the established ones but could give a really good ROI if enter at the right levels and wait for rate hikes to subside. watching the box with a daily RSI oversold, less than 30.. medium 12 month price target on this is around $40, but price action is terrible at the moment so wait for the right entry
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Whitefiber backlog is around $540m so around same as it's core valuation, it focuses entirely on HPC though, high performance compute.. so running the intensive AI models running Nvidia H200, B300 and Vera GPUs, those aren't for asking Gemini how to book a ticket to Ibiza, they are for serious reasoning and adaptive thinking models. Massive dataloads with extreme token inputs.. state services, military etc..
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for middle cap, Coreweave and Nebius prob the strongest, or could go mega cap for reduced risk like oracle etc.. the smaller crowds need to eat into the market share to pump.. but the addressable market is huge so even small gains in % are equivalent to massive market cap growth for the smaller ones
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The clarity act is total nothing burger, meaningless and will have no effect on the macro direction of Bitcoin.
The act itself doesn't even bother to tell you there is no legal framework by an official body like the fed to oversee the industry.
Every X crypto bro is full of horseshit because they need to pump their bags because they got stuck buying at 120k.
Bitcoin follows liquidity cycles because it's a risk asset with no intrinsic value so it requires loose monetary conditions to expandz such as declining interest rates.
That is not happening at the moment,the opposite is, so stop listening to perma bears and do your own research.
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If Bitcoin closes above the 50w moving average around $79.7k there is a very good chance the bear market is over and can target a higher low.
It's still getting rejected currently this week so far, so there is no confirmation.
People who have patience win, people who are sheep and fomo in lose. Also trump supporters are losers. Just by affiliation.
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