Blueprint Log (by WealthNode)
230 subscribers
199 photos
153 videos
638 links
Execution layer of The Blueprint Framework.
Positioning and allocation notes across macro, crypto and equities.

https://x.com/BlueprintMacro
Download Telegram
If the top is not in, I expect a strong rally that will be aggressive and volatile. When will this happen? To begin with, I think we get a bounce from current levels. We might go down a few percentages more, but not much more than that. Then we get a rally for a few weeks. Whether this turns into a larger rally, I don’t know yet. To me, it is more likely that we rally for a few weeks, then top out and continue down. Sometime during June or late summer, we could start the bigger rally, if the larger top is not already in.

📌Anyhow, the markets have been going up for many years. You can see that almost every index has made gains of 50–100% over the past few years. I have been a strong bull since 2022 and became more cautious in 2025. Now I am definitely leaning more bearish, as almost everything from the ending phase of the 18.6 year cycle has played out.

In the end, regardless of how this last rally (if we get one) plays out, I think the market is very likely to go down over the coming years. Yes, years. I don’t expect a huge catastrophic drop any time soon. I think that will occur later, more likely 2027–2028. I think the stock market could find a bottom around 2029. There will be volatile periods, sideways periods, and bear market rallies along the way.

🎯The downside targets are based on historical drawdowns, where the average is around 50% from the top. Sometimes less, sometimes more. It is also based on areas where a lot of volume has taken place, along with Fibonacci and VPVR levels. Of course, these targets do not have to be met, and they do not need to happen exactly in January 2029 either. But it is my estimate of where things could be heading.

💰When we get closer, you can start to DCA in. But until then, I don’t see a reason to do so.

Regarding Bitcoin, and its 4 year cycle, I do think it is possible that it bottoms earlier than expected. It is supposed to bottom in October this year, but since many people expect this, I think it could happen earlier. I also think we may not see a new ATH from that low. If the short-term rally becomes extreme, it could still happen, but most likely not.

So what am I saying? I don’t think Bitcoin will see a new ATH until much later, maybe 2029–2030. Whether it will ever see a new ATH again is also a question, and only time will tell.

I am still very bullish on other blockchains like ETH, SOL, and other protocols. But these will most likely not see new ATHs for several years.

What most people have learned over the last 15 years is to DCA into the S&P 500, funds, or ETFs. This has worked for a long time and will likely continue to work over the long term. But if you expect to be in profit within 5 years by DCA’ing every dip from here, I am not sure that will be the best approach.

There will always be people saying “buy the dip” and “buy the fear”. And yes, it has worked many times. But sometimes, it’s better to wait. That’s at least how I see it.

⌛️Things almost always take longer to play out than expected.
There is a risk of copper to top here around these levels.

Its possible that we go up and make a new ATH and test the upper trendline, if we break above it and hold there is likely more upside to come. But if history repeats then we have years of downside coming for copper which is very likely due to the 18.6 year cycle is in its last phase right now.

X Post:
https://x.com/BlueprintMacro/status/2043794418160021759?s=20

Tradingview post:
https://www.tradingview.com/chart/COPPER/NJ9gObzN-COPPER-If-history-repeats-then-copper-is-topping-here/?social_toast=true
Shorts are currently driving bitcoin up, ETF inflows still low, I would like to see 700m to 1b inflows for a clear top.

THIS: End of war announcement might be the top.
Because bitcoin have been going up since the war started
So expect it to go down when the war ends.

https://www.coinglass.com/etf/bitcoin

While Macro does what Macro does, Remember to be active. Crypto is still the best assets to build in, The best assets to research. You can make alot of money even if we are in a bear market. In the bear or In the bull. But without being active you wont get either of those. DogeOS is still the alpha play, You can basicly buy presale tickers right now on anoncoin.it before DogeOS launch. There is also ALOT of AI projects out there being built that are very very cheap atm. SPECTRE is just one of them. ASTRA is another. Remember to stake your STAICY, If you read the announcements the crypto side will disappear but the company will continue due to regulations. You will get payed quartely straight into your bank account or payed in USDC based on how well their their business does, AI sports betting will grow alot, And the team is very experienced.

https://x.com/BlueprintMacro/status/2043824195050602847?s=20
While the majority was bearish I believed in a bounce back to ATH and here we are!

I expected that we could go to the second price target but the market showed incredible strength!

Now is the harder part and sentiment will lead the way. Is 8000 on the cards or do we go down from here? Maybe 8000 is on the cards later this year. We climped up here to ATH on lower volume which show weakness in the chart. It is very possible that we will make a double top here or a slightly higher ath. Lets see what the market does next.

https://x.com/BlueprintMacro/status/2044531561693892689?s=20
Please open Telegram to view this post
VIEW IN TELEGRAM
😁4
This media is not supported in your browser
VIEW IN TELEGRAM
If you been in Night Owls and bought the recent calls you should have made over 100-150x past few days
🔥21
You might not be happy to see bearish posts, Thats up to you, I only post what I thnk, not what I think others want to hear.

What you should do is to stay active in the market, research, Dont over trade. Make sure you only buy into narratives that can stay for the longterm, Those are more bullish always. Buying random tickers around shortterm hype is not something you should do.

You dont need to trade daily, You dont need to buy 20 tickers a week, You only have to observe. Once you get that you will be able to buy 3 tickers and maybe 10x on one of them. No need to stress, The market will always give opportunites and it will always be here with or without you.
3
How do i know this market is topping?

80k target was set 1 month ago when the war started during Max fear.

Now we are very close to it. Market is looking good. People that left the past months are now back = Top signal.
OGs pumping, People searching to pump the next after the next, Using the "OGs" as a narrative , Basicly pumping and dumping to extract as much as possible. Its not builders who run, Its not utility that run, its pure dead projects that had no value earlier and now for a sudden they have? No they will go to zero again.

For how long can we continue? Max 3 weeks imo, Most likely 1. Follow the stock market. The chart, Not news.

SpaceX have the biggets IPO in history in 2 months. It will be one of the top most valuable companies on earth. If you know Optimus, Grok etc, These went to several hundreds of millions on ETH. Elon narratives belong on ETH, thats just how it is in my opinion. Ofc Some could fit on DogeOS once that launches. But in general.

We have coins and it totally depend on the ticker of the company. But so far SPCX seems to be the winner. Polymarket odds jumped from 60 to over 70% today that the SPCX will be the ticker of SpaceX.

Now. We have two coins on ETH. One named SpaceX and SPCX ticker and one named SpaceX4200 and ticker SPCX. These two are the OG contracts of each named/ticker.
I think both can run, 4200 already ran quite well and it have a better team and its more fun. SpaceX is more professional like most of the Elon plays have been. The exact name have usually mattered more to a Elon narrative. So lets see how it plays out, One of them sits at 100k and one of them at 1.5m. If the ticker is SPCX these gonna run HARD. minimum 100x for the 100k and 10x for the 1.5m is what I think.

Then you have Asteroid. The OG ticker which we called at 50k market cap in the Night Owls which went to 5m few hours later. This is the biggest narrative ive ever seen in crypto. Being the OG here against the cabal at 150m is extremely bullish. Price can absolutely go down, especially if we get these extreme red markets i expect in june/july. But its a longterm play that I believe can send hard, It could even send to 10m tomorrow no doubt at all. The team behind the CTO is very good in my opnion. Dont fade the narrative.
1🔥1