Zelys - DFK Helper

Today was wild. Nasdaq: -5.5% S&P 500: -4.4% Dow: -1,833 points Semiconductors: -12% Nvidia: -9% Bitcoin: -6% Over $1 BILLION in crypto liquidations. Trillions in market value evaporated. AI stocks demolished with tech valuations crushed. Bitcoin dragged into the slaughter, albeit holding up better than expected. I think the market is beginning to confront something MUCH bigger than a bad earnings season. The next decade is going to be the most economically disruptive period in modern human history. Artificial intelligence is coming for white-collar labor. Robotics is coming for blue-collar labor. Entire industries built on information asymmetry are going to watch their competitive advantages evaporate. The cost of intelligence is collapsing, and this just means the value of human labor itself is being repriced. Governments are drowning in debt, monetary systems are increasingly politicized, and nobody can tell you with confidence what the economy will look like in 2028, let alone 2035. Think about how insane that is. Your career might become obsolete, all your investments might be disrupted, and everyone who is entrepreneurial is considering if their business might lose its moat. Your government also might just decide the solution to its fiscal problems is to dilute your purchasing power. And the people telling you to prepare for the future can’t even agree on what the future looks like. Isn't that interesting? This is why I’m so extraordinarily bullish on Bitcoin. Bitcoin is a way to save for a future you cannot possibly predict. You don’t need to pick the winning AI company, or pick which industries survive automation. With Bitcoin, there is zero necessity to forecast the next technological breakthrough, predict the next election, or trust a central banker to preserve the value of your life’s work. You can own a globally transferable, politically neutral, absolutely scarce monetary asset that doesn’t depend on any company’s business model surviving the next technological revolution. Of course its market price will fluctuate. Sometimes violently. But the underlying proposition becomes more compelling as the world becomes more unpredictable. Everything is being disrupted, and the ability to preserve wealth without having to predict the winners of that disruption may become one of the most valuable things on Earth. The future is becoming impossible to predict. Bitcoin is how I intend to save for it anyway.

I simply can't be anything but bullish on Bitcoin from here. When BTC has been within ±5% of this same 4 Year Moving Average deviation, median forward returns were: 3M: +18.5% 6M: +61.3% 9M: +108.5% 12M: +141.3% 18M: +234.8% 24M: +309.8% The 24-month median was a 4.1x. Bitcoin psychologically waterboards everyone until only the people who understand the asset remain. Then it teleports.

Bitcoin just kissing the 200 WMA. Yesterday we hit $61,442.70, which actually pierced below the 200WMA by about 0.61%. Bottom 9% of historical valuation, and historically this zone has produced median 12-month returns above 120% and median 24-month returns above 320%. Buying more here.