Bitcoin: Bitcoin Dooobious Spookulation

On Bitcoin

Changed since their last video: months flipped up to down; cycle flipped up to down.

Views

• Next months (next 2–6 months): Leans down (timeframe is our reading): I think we're close, right? But I mean, I think we got to form the Q4 low. ▶ 32:08 Said again while their call of 24 Jul 2026 was open, so it counts once; that call was open until 21 Nov 2026, against 65.1k when said.
• This cycle (next 6–18 months): Leans down: So, I would lean into this idea as long as, you know, as as long as the data supports it. ▶ 17:09 The call was open until 1 Nov 2027, against 77.6k when said.

If this, then that

• If Bitcoin drops to the range low against gold where the ratio was 10, with gold at 3,800, then 40k (this cycle): what if Bitcoin drops to the range low against gold where the ratio was 10 and if gold's at 3,800 then that would put Bitcoin right around that 40k mark. ▶ 20:58

Levels named

• 83k: Resistance (Two weekly closes below the May high at 83K were expected to signal a fake out): What we said was when you get the second weekly close below 83K, right? ▶ 01:31
• 30–40k: Target (2018 and 2019-2020 bear markets both resolved at 3-4x the 6K support, which would map to 30-40k): is like either the 2018 bare market or the 2019 2020 bare market where they both eventually resolve between 30 and 40k. ▶ 22:04
• 38k: Target (Balance price, where all prior bear markets have terminated; the tail risk): the balance price is 38,000. Right? So the balance price is 38k. ▶ 20:38

Their own position: Not said.

Dates named

• Anthropic IPO, undated: we we know it's probably going to be between November 16th and November 20th.