Haven’t posted in awhile mainly because I really didn’t have a strongly opinionated view on the crypto markets. It’s been absolutely cancer to try to trade with significantly greener pastures in equities. The opportunity cost is material, but I finally see a setup I’m willing to bet on again.

Since my last post the bull view was correct (it just had to stop me out before ultimately going up). $80k BTC is material level to me because it’s the first sign of a range reclaim since the downtrend started in Sep 2025. What is lacking now is a narrative for crypto, but I’ve retained the view that price almost always leads fundamentals in crypto so I’m confident that if we hold above $80k for long the speculators will begin to return once again.