everyone knew inauguration locally tops the market historically speaking, but chose to believe this time it’s different

and we find reasons to try scapegoat or explain pa

this is human psych at play innit, which is why things always pan out again and again

wrt deepseek, if true its actually beneficial in the longer run and i dont think the ai bubble pops cause of this

might be the needed fuel for another leg (maybe final) after some pain

we’re making breakthroughs and that’s not bearish to me

told myself multiple times but still got caught even with my defensive positioning

greed greed greed

thankfully not fully pants down tho, saved me a lot of drawdown

btc - feels like it

the more instis step into the industry, the more manipulation we’ll see and i believe wyckoff will come in extremely handy because it has been done a lot in tradfi for decades

personally i subscribe to the theory

Rule One of Wyckoff:
"Don't expect the market to behave exactly the same way twice."

MicroStrategy has acquired 10,107 BTC for ~$1.1 billion at ~$105,596 per bitcoin. As of 1/26/2025, MSTR holds 471,107 $BTC acquired for ~$30.4 billion at ~$64,511 per bitcoin. — Link

Reminder :

'Saylor buys BTC at a high price' implies that 'Saylor sold MSTR at a high price' too.
If he bought BTC during the dips, it would also mean selling MSTR during the dips. Not sure if the shareholders want to get dumped on specifically on dips.

Also, even if his average BTC purchase price is going up, he is actually reducing the leverage of MicroStrategy when he's buying with ATM

https://x.com/thedefivillain/status/1883902814726082697

also, i do think jup will drift higher overtime

i wrote something up last night, need to get it out on my medium eventually

tldr;

sol remains the dominant chain of the cycle,

jup buyback alignment should provide enough catalyst for a break out of its range, tho its effects feel overstated by CT

catstanbul developments should provide catalyst for a sustained move out

chart vaguely resembles another reaccumulation

medium timeframe to top 40

buyback simulation if it was started 1y ago

https://dune.com/artemisrsch/jup-buyback-simulation

happy cny to those who celebrate!

have a great reunion dinner

spend time w the ones that matter

HUAT

Increase your contact points

https://x.com/gritcult/status/1883955982486933960?s=46&t=2q9OLMlaobNlHLewOXT4uA

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