Ive gotten few DMs over last month on my general view on Bitcoin - to be clear this is not a call just my 2 cents which makes no difference to whether I take any action - you have to consider being wrong upfront My general bar talk view on Bitcoin is that it doesnt go low enough for sellers to rebuy where they want but also low enough that people think its over and ultimately both sides end up underexposed or taken out in price and time based capitulation Aside from the large BTC whales selling- funds also close out their gains and positions into end of year Catalysts for Bitcoin are in the new year: 1)Stocks/gold etc already have high exposure amongst funds and Bitcoin especially if price is subdued will have the best setup for them - you can see this in non quarterly operated funds like Harvard Endowment already leaning in now 2)Powell leaves May 15th and I see this time period when most have given up on their misrepresented cycle theory for bulls to think its over and bears to be sure its over that we get the real action - consider for front running and would date it back to around Mid March action 3)Aligning with midterm campaigns would expect to also see bold things being presented from Mid March An again I wouldnt do anything different if this is wrong as it makes no difference to someone holding on decade time horizons - I just buy more when price is below avg mining cost with money that becomes available

I had the realisation that this below is legit and its not about social media or genZ being greedy The boomer owns their house outright and income is free and clear The GenZ to live like a financially successful person needs 3x more than 10yrs ago for the same home in a great neighbourhood and they need to start with a much larger mortgage and higher baseline costs in education etc When you consider the baseline assumptions of where each group is in their life this makes total sense An its no wonder the laws are changing top down from most expensive global city down ie New York with Mamdani and whats going on in London Remember that by 2028 50% of voters are millenials and under and by 2032 60% are An on top of that you add the immigrant vote and you have boomers who are old and wont show up to vote - you can see with Mamdani winning with 50% of vote that we are already hitting that equilibrium The fact that 99% of people said that the below was GenZ being immature or out of touch is showing how extreme the outcomes will be when this becomes the voting majority

People keep saying Bitcoin is in a bubble right now especially gold bugs and other mainstream pundits while they argue gold is just finding fair value The average all in cost to mine 1 bitcoin today is 110000 with price sitting at circa the same level The average all in cost to mine 1 ounce of gold is 1200 with price sitting at 4300 Its gold thats trading at speculative levels relative to cost to produce