NFA Live! Bitcoin's Face-Melting Rally, Bessent's Bond Gamble & Nvidia's AI Boom

On Bitcoin

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

Views

• Next months (next 2–6 months): Leans up (timeframe is our reading): DCAing throughout the second half of the midterm year is normally the way to be successful with with Bitcoin. ▶ 02:07 Said again while their call of 25 Jun 2026 was open, so it counts once; that call was right: 61.3k when said, 81.7k on 23 Oct 2026 (+33.4%).
• This cycle (next 6–18 months): Waiting on a level (timeframe is our reading): I don't feel like I can say with confidence until until we get through kind of the next pullback and then it prints a higher low ▶ 01:52

If this, then that

• If acceptance above the 50-week moving average and the prior high, then no target given (this cycle): acceptance above the the 50we the prior high would in my opinion be the nail in the coffin for the for the bare market ▶ 01:00

Their own position: Not said.

Dates named

• Possible Anthropic IPO pulling money out of crypto into the AI trade, undated: Anthropic I think might be IPO might be IPOing within the next month or two. So that might be, you know, a short-term um,