@andrew_bitcoini
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Trying to learn from the true genuine ones in Crypto.
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Joined January 2021
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Update for $BTC
Plans, scenarios, expecations.
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A lot of people are posting previous cycle corrections as though Bitcoin is guaranteed to mirror them perfectly.
That is a big mistake.
This cycle is different, whether people like it or not. We have retraced roughly 50% of the entire bear market decline, something we have never seen before. Add in the largest short-liquidation event from 62K to 80K, and the context is completely different.
You cannot compare cycles that saw 77–80% drawdowns and then expect the same depth of corrections now. We bottomed around -54%. That materially changes the scale of pullbacks we should expect throughout the bull market.
The implication is simple: corrections are likely to be shallower than in previous cycles. Expecting identical downside because an old fractal looks similar is the same linear thinking that had people convinced Bitcoin would follow the exact same cycle pattern forever.
I was one of the first to recognise that the cycles were speeding up, meaning an earlier bottom, and positioned accordingly. Posting a fractal without accounting for the wider context is narrow minded analysis.
In 2023, BTC dropped 77%. During the recovery from 16K to 69K, the deepest correction was roughly 21%.
This cycle, BTC only dropped 54%, around one third less severe. Applying that same logic, a 21% correction reduced by one-third would put the largest pullback closer to 14%.
A 14% drop from the 87K highs puts $BTC almost precisely at 75K. And thats if we get the full blown corrrection from 87K. It could be from 95K down to 80K. It's to soon to say.
So even in a full-scale correction from here, we are only around 6% away from that level. Are you really willing to miss a potential 60% move higher because you are waiting for an extra 6% lower? I wouldn’t be.
Larger capital clearly isn’t either.
I still believe the 92-95K region is where we could see a more meaningful, broader correction, but it may simply take time to get there.
For those still waiting on 70K: based on the maths, the context, and the way this cycle has behaved, there is a real chance we never see it again. Even another test of 75K would be a gift.
You need to adjust your mindset if you expect corrections to mirror prior cycles. This cycle has already been structurally different from the moment it bottomed.
This is Wall Street’s asset now.
Plans change. That is trading.
Initially, I was prepared to sit out and wait for the 80-82K area. However, seeing sentiment completely fall apart while we are still holding the exact same range is telling. We have also just wiped out roughly 750M in longs on this move down.
To me, this looks like a healthy market cleanse, a brief deleveraging event. We dropped 6% from the highs, so I have decided to re-enter with a 10x long.
In bull markets, the "ideal" sweep or perfect entry often never comes. The level everyone is waiting for is the one price does not need to revisit. From experience, I would rather position slightly ahead of the herd than be left waiting for a level that doesn't have to be tested.
That is why I have re-entered the position just 0.75% lower.
I have decided to activate into another 10x long position on $BTC here.
Entry is 82.860. Invalidation is 74.550 with maintaince margin. In the event invalidation is hit, I will long a second entry on 10x.
This is again, a seperate position from my current longs from 62.600 & 76400.
The objective of this trade is simple. Utilize leverage to capitalize on bitcoins movement to 126,000 next year.
The same people who shorted $BTC all the way from 67K to 87K are now celebrating because the price is finally seeing a small correction.
They convince themselves they’re just looking for a bullish retest, but deep down, all they really want is to make back everything they lost in one trade.
And the irony is that their inability to control their own greed is exactly what got them fucked in the first place.
They haven’t learned a damn thing.
And that’s exactly why the same shit will happen again.
RegularGuyStackingCryptoMajors retweeted
"Every day since I put Muse on my phone, I have bought more crypto. Every. Single. Day."
@jvisserlabs believes the rise of AI agents will drive significant demand for bitcoin, stablecoins, and crypto assets.
Do you agree?
This week @jvisserlabs breaks down why the macro doomers are wrong about rates, whether OpenAI and Anthropic are slowing down, and why the explosion of personal AI agents needs crypto rails.
We also discuss Wall Street's growing crypto FOMO, the bitcoin setup heading into Q4, and what Jordi calls the "Micron moment."
YouTube: youtu.be/OklHv0Lsblo?si=5fu3…
Spotify: open.spotify.com/episode/33U…
Apple: podcasts.apple.com/us/podcas…
TIMESTAMPS:
0:00 - Intro
1:02 - Why the macro doomers are wrong on rates
3:23 - Homebuilders, autos & the new economy
5:54 - Tech dominance & why AI ignores rates
11:10 - Are OpenAI & Anthropic slowing down?
22:15 - The personal AI agent explosion
26:08 - Why AI agents need crypto
29:22 - Wall Street FOMO for crypto
32:44 - Bitcoin bull trend & this week's macro data
35:52 - Why crypto wins the fourth quarter
38:14 - AI to bitcoin rotation & the VisserLabs index
45:52 - The micron moment for crypto
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RegularGuyStackingCryptoMajors retweeted
In this week’s video:
Why rates and breadth are just the latest noise distracting investors from the bigger shifts underway.
Why consumer AI agents are the next major inflection point in compute demand.
Why crypto rails are needed as agents become economic actors.
And the question to think about for the next AI disruption:
Is the Bankpocalypse beginning?
Watch:youtu.be/hKBjZBiw62U
What if $BTC just keeps going up till midterms?
Every midterm cycle, we have seen BTC perform negatively afterwards.
So, why not wait for the midterms to actually approach then react to the price action. Atleast, that is what I am doing.
Little known fact:
BTC has NEVER been beaten by stocks over a 4 year investment duration. Even if you bought the top.
In fact, at 42% CAGR, BTC beats the undisputed champion of hedge funds, Renaissance Technologies, who delivered 39% to their investors.
RegularGuyStackingCryptoMajors retweeted
Another week of market fears and another week of Pomp and I breaking down the continued rise of consumer agents and how Micron matters to the next 12 months for crypto.
This week @jvisserlabs breaks down why the macro doomers are wrong about rates, whether OpenAI and Anthropic are slowing down, and why the explosion of personal AI agents needs crypto rails.
We also discuss Wall Street's growing crypto FOMO, the bitcoin setup heading into Q4, and what Jordi calls the "Micron moment."
YouTube: youtu.be/OklHv0Lsblo?si=5fu3…
Spotify: open.spotify.com/episode/33U…
Apple: podcasts.apple.com/us/podcas…
TIMESTAMPS:
0:00 - Intro
1:02 - Why the macro doomers are wrong on rates
3:23 - Homebuilders, autos & the new economy
5:54 - Tech dominance & why AI ignores rates
11:10 - Are OpenAI & Anthropic slowing down?
22:15 - The personal AI agent explosion
26:08 - Why AI agents need crypto
29:22 - Wall Street FOMO for crypto
32:44 - Bitcoin bull trend & this week's macro data
35:52 - Why crypto wins the fourth quarter
38:14 - AI to bitcoin rotation & the VisserLabs index
45:52 - The micron moment for crypto
This video is larger than Cloudflare's 512 MB cache, so it can't be played through. More donations are needed to cover a larger cache. Donate
RegularGuyStackingCryptoMajors retweeted
This week @jvisserlabs breaks down why the macro doomers are wrong about rates, whether OpenAI and Anthropic are slowing down, and why the explosion of personal AI agents needs crypto rails.
We also discuss Wall Street's growing crypto FOMO, the bitcoin setup heading into Q4, and what Jordi calls the "Micron moment."
YouTube: youtu.be/OklHv0Lsblo?si=5fu3…
Spotify: open.spotify.com/episode/33U…
Apple: podcasts.apple.com/us/podcas…
TIMESTAMPS:
0:00 - Intro
1:02 - Why the macro doomers are wrong on rates
3:23 - Homebuilders, autos & the new economy
5:54 - Tech dominance & why AI ignores rates
11:10 - Are OpenAI & Anthropic slowing down?
22:15 - The personal AI agent explosion
26:08 - Why AI agents need crypto
29:22 - Wall Street FOMO for crypto
32:44 - Bitcoin bull trend & this week's macro data
35:52 - Why crypto wins the fourth quarter
38:14 - AI to bitcoin rotation & the VisserLabs index
45:52 - The micron moment for crypto
This video is larger than Cloudflare's 512 MB cache, so it can't be played through. More donations are needed to cover a larger cache. Donate
There is no worse feeling than watching $BTC pump without you.
Unfortunately, we are at the peak stage of disbelief despite a significant shift in trend.
Any downside should be bought aggressively and quickly. Keep leverage low.
If you want to make big money, you need to trade like big money.
In the 2023 bull market, if you longed every sweep of the established low, the deepest deviation below it was just 8%. Some only being 4-5% before pushing right back up again.
That means 7–10x lev longs around prior lows can be relatively safe for the move towards ATH, provided risk is managed properly. It is mathematics.
Study. Our current established low is 82.5K, and based on historical behaviour, the expected deviation should be minimal.
RegularGuyStackingCryptoMajors retweeted
#3Month & Monthly
We have closed the 3-Month and the monthly above 83k hence breaking structure and confirming trend reversal on the HTF.
This is the equivalent moment of when we broke structure by losing 102k on the monthly last November.
On this same HTF, the lowest I anticipate BTC wicking on the monthly is 76.5-78.5k.
For now this is the wide picture, lets take it as always step by step, but this is another huge confirmation for higher.
#3Month
Tonight we have the monthly and quarterly close.
Ideally I would like to see it closing above 82.5-82.8k in order to properly hammer this last nail.
RegularGuyStackingCryptoMajors retweeted
This isn't an hourly, daily, or even weekly chart.
This is a monthly chart.
But you can keep listening to your day tradoor, zoomed in to the 30-minute timeframe.
This wave will be massive.
Hodler's market.
Do whatever you want with this info.
RegularGuyStackingCryptoMajors retweeted
$BTC macro fractal
I´ve had this fractal since June on my chart.
If it plays out even if remotely in a similar pattern, it would confuse a loooot of people.
RegularGuyStackingCryptoMajors retweeted
Hey @grok which part of the cycle we are in?