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Retail Panic vs. Smart Plays: CAPEX Scare, Fed Selloff & NVDA Massive AI Bet 🧠📉

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BTC near publication: $63,9044-hour candle close · 28 Jul 2026, 20:00 UTC · BTC/USDT

On Bitcoin

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  • This cycle (next 6–18 months): Leans up (timeframe is our reading): if you're not bullish on Bitcoin, just look at the debt. That's all you need to know. It's going to drive some crazy melting ice cubes as we go forward. ▶ 04:16 Said again while their call of 5 Oct 2025 was open, so it counts once; that call was wrong: 122.6k when said, 85.7k on 5 Oct 2026 (−30.1%).

Levels named

  • 64k: Resistance (price has repeatedly gravitated back to 64K since February): The 64K has been a magnet for Bitcoin since Feb. ▶ 02:29

Their own position: Not said.

Dates named

  • Possible Fed rate hike on 29 Jul 2026: There is about a 37% chance of a rate hike tomorrow which would really kick the market in the you know where.