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Bond Vigilantes Revolt

Benjamin Cowen · · 29:13 · Watch on YouTube

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BTC near publication: $84,2314-hour candle close · 25 Sep 2026, 04:00 UTC · BTC/USDT

On Bitcoin

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  • This cycle (next 6–18 months): Leans up (timeframe is our reading): Bitcoin has entered a regular bull market. But that's not the problem. ▶ 26:58 Said again while their call of 1 Feb 2026 was open, so it counts once; that call was open until 1 Feb 2027, against 78.9k when said.

If this, then that

  • If a close below the May high within the next week or two, then no target given (next weeks, by in the next week or two): If at some point in the next week or two you see a close below the May high, it would be, um ... a bearish reversal, a real bearish reversal. ▶ 23:38

Their own position: Not said.

Dates named

  • Fed October meeting: failure to hike would keep bond yields rising and pressure risk assets, undated: because if they don't in October, the bond avengers will continue to rebel, which will put even more pressure on risk assets.