It’s weird to be in this time where most crypto holders hate crypto at this point, while at the same time the NYSE is settling tokenized stocks on Avalanche, PNC is letting corporate clients receive USDC payments, and Coinbase just locked in a full federal trust charter. We finally made it, but….we didn’t make it.

Five red weeks and the “crypto is over” posts are back all over the timeline. I’ve been doing this since 2018 and it’s the same thing on repeat, all over, then we’re back. I understand the emotion, but on the macro this is exactly kind of sentiment you see close to a bottom.

It's been clear for months that Midnight has so much asymmetric upside. It's a simple, very real, unemotional thing to say that Midnight can 100% overtake Cardano in market cap. This is why I've been calling Midnight my Cardano play for this cycle. There is no guarantee, but I'm grateful for the opportunity. BTW, this isn't a night vs. ada thing. This is a risk management and opportunity thing. midnight-3:native is going to outperform so many other tokens this cycle.......in my opinion.

If you’re an altcoin holder, it’s been over 1,400 days of waiting and right now it can feel like you failed. Ethereum is literally the same price as April 2021. But please remember and know, after 5 years of chop, it takes ONE move for a value investor like @fundstrat to win on $ETH. Long story short, right now is a very bad time to give up.

If you're still here in crypto, I feel the need to tell you, we're gonna make it. 5 years of sideways chop, the fakeouts, the manipulation... We will escape it, to the upside. Maybe I'm wrong and crypto value investing was a huge mistake. But I don't think so.

The crypto Bull is loading. The US economy added 165,000 jobs in October, well above expectations. Meanwhile, nonfarm productivity grew at a 3.6% annualized rate in Q3. This is why I continue to believe we’re in the early innings of a US productivity boom. Crypto’s weakness hasn’t changed that thesis. I’m watching the broader business cycle as this macro story unfolds.

I anticipate the “big scary dip” I’ve been highlighting since late September to conclude within the next 10 days, forming a macro higher low. From there, I think the bull market we’re in will become harder to deny, even for those who remain convinced it’s over. Just my opinion.

If you're a crypto holder, it's not all doom and gloom everyone. And it's not over for crypto, though sentiment most certainly seems like it is! Just to let you know where things stand: Crypto just survived the largest crypto hack on record, and hardly flinched. We're currently within a very normal higher low move on the macro. Considering the comments and content I'm seeing, you would think BTC just fell below $20k or something. Bitcoin is down 13% from local highs and still hasn’t even hit the normal downside target we’ve had since late September, to the lower $70k's. Meanwhile, days ago PMI just printed higher once again as the business cycle continues to expand. And though many will tell you the AI boom is over, it's not. Productivity still has a lot of room to grow, especially if short term pressures are finally removed. Forward!

The VIX (S&P 500 fear index) has jumped 50%+ in a single day only 10 times since 1990. Everyone panics when it happens. Here’s what the S&P actually did after: 1 week later: +1.9% avg 1 month later: higher 9 out of 10 times 6 months later: +9.5% avg, about double a normal 6-month return The April 2025 tariff crash? Up 32.8% six months later. The fear spike has usually been the opportunity, not the top.

Huge CLARITY Act news today 🚨 Every single Democrat voted to block the CLARITY Act in September. Now they’ve taken Congress, and less than a day later (today) they’re already talking about writing their own crypto bill. Did they kill it so they could be the ones to pass it going into 2028? It sure looks like crypto got played, but I actually see an optimistic side as well.

Bitcoin is back above 80K and momentum is starting to flip, but I’m not getting too excited about this green candle yet. We saw this exact setup back in June, and Bitcoin went lower one more time before the real move. I wait for bull confirmation, which is very clear on the daily BTC chart. Macro I’m very bullish, as we watch Ethereum, Midnight, Sui and Dog exit a prolonged bear cycle. midnight-3:native sui:native solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u ethereum:native Bitcoin's danger zone 0:00 Be encouraged 0:40 Bull confirmation zone 1:30 The June MACD setup 2:30 Inverse head and shoulders? 3:15 One more low? 3:46 Ethereum and the business cycle 4:40 Others dominance 6:00 Midnight's first cycle 6:45 Midnight targets 7:47 Sui's 20 week test 9:30 Sui key levels 11:51 DOG on Bitcoin 12:50 Bitcoin resistance warning 15:15

Be encouraged, my friends. Jesus Christ is King of Kings, on His throne watching over us. "These things I have spoken to you, that in Me you may have peace. In the world you will have tribulation; but be of good cheer, I have overcome the world." - Jesus Christ (John 16:33)

The largest crypto hack ever just happened, and the resilience of crypto is currently mind-blowing! Bitcoin and Ethereum are down like 5%! We’re early in a bull market and this first higher low dip is not looking good for the bears.

Contrarian view to your doomsday timeline: Foremost, God is good, sovereign, and in control no matter what. Additionally, AI white-hat tools are already being deployed to defend critical infrastructure at machine speed. A white-hat army exists. The grid stays up. The midterms happen next week without the country collapsing. WW3 does not spontaneously ignite. Fear is very loud. But systems are more resilient than the current fear cycle admits. Most of these exact doomsday timelines have already been wrong.

Crypto’s Next GOLDEN ERA Begins Now. Bitcoin has never had a red year after a midterm elections. Going back to 1946, the S&P 500 has been higher one year after every single midterm election. Not only that, the business cycle continues in expansion, and the bull thesis almost seems contradictory, as there is a lot of global unrest & unknown right now. One way or the other, I'm happy to be on this crypto journey with you.