$BTC

Once again, we're walking down the same stairs as 2022 bear market

Bounce + reject = new low

I guess this time ends the same way

https://x.com/0xChainMind/status/2067249523903103207

AI BUBBLE WILL BURST EVENTUALLY!

Overlay the dotcom cycle on the AI rally and it lines up perfectly

In a buildout boom everyone over-orders chips, the internet in 2000, AI now

Back then it was Cisco, now it's Nvidia

This is the same pattern repeating, and it goes past the chart, the buildout is already slowing like 2000

When the orders dry up, the chipmakers that fed the boom crash hardest, just like the 78% dotcom wipeout

I've watched enough of these cycles to know how this one ends, so I flag it early

Soon I'll drop my full breakdown on how I'm playing it, turn notifs on and follow me

https://x.com/0xChainMind/status/2070955926807364071

MEMORY MONOPOLY SYSTEM IS BREAKING!

S&P just dumped at $7,326

Everyone's treating this as a dip to buy but it's a trap

Here's how the memory cartel will burst the AI bubble and how the biggest crash ever begins:

For two years Micron, SK Hynix and Samsung ran memory like a cartel

They shifted almost all their output to AI memory and let DRAM prices nearly double

That worked until their biggest customer got tired of paying

Apple and the PC makers are now turning to China's CXMT for cheaper memory

And once CXMT gets in, the Big Three lose the pricing power holding their margins up

We've seen this play out before, China did it to solar

They flooded the market with cheap supply until Western producers couldn't compete

The same move is now aimed at memory

And this problem doesn't stay in the chip sector

Semiconductors and big tech now make up around 35% of the entire S&P

So when the memory names dump, they pull the whole index down with them

This is already in motion

The chip ETF just dropped 7%, Micron fell over 10%, and Broadcom couldn't even raise its AI outlook

The S&P is already down 7.5% on the year, led by the same tech that carried it up

If this keeps unwinding, the index heads for its cycle low near $4,400

That's the level this whole correction has been pointing to

I've watched enough of these tech cycles to know how this one ends, so I flag it early and show you

Soon I'll drop my full breakdown on what I'm planning to do, so turn notifs on and make sure to follow me

https://x.com/0xChainMind/status/2071273722485301658

SPACEX IS REPEATING THE PALANTIR CYCLE EXACTLY!

Every hyped IPO runs the same emotional cycle, and $SPCX just entered it

It listed at $135, spiked to $225 on pure retail hype, and it's already fading back down

Here's the part almost nobody prices in:

Right now most of the shares are locked, so the float is tiny and that scarcity is holding the price up

But around 180 days after the IPO the lockup expires, and every early investor and insider can finally sell

When that supply floods in, the price craters, and the retail that bought the hype capitulates

That's the PAIN phase, the part where everyone swears the stock is dead

We've seen this exact movie before with Palantir

It listed at $7, ripped to $39 on hype, then collapsed to $6 after its lockup while everyone called it a scam

Then smart money quietly accumulated the whole way down, and it ran 340% in a single year to a $207 high

And here's what makes SpaceX even more extreme:

It's the biggest IPO in history at a $1.8 trillion valuation, with up to 30% handed straight to retail

More hype going in means a deeper capitulation coming out, so this pain phase will be brutal

But the business underneath is real, Starlink alone did $11.4 billion last year with 10 million customers and 50% growth

That's the level this whole correction has been pointing to

So when the lockup hits and the price gets cut in half, the headlines will scream that SpaceX failed

That's the exact moment the institutions start loading, right when the crowd finally gives up

That's the level this whole IPO cycle has been pointing to all along

I've watched enough of these tech cycles to know exactly how this one ends, so I flag it early and show you before the crowd

Soon I'll drop my full breakdown on how I'm playing this pain phase, so turn notifs on and make sure to follow me

https://x.com/0xChainMind/status/2073713608991633674

$BTC

Price dropped close into its final demand zone before the next cycle

It's time to start thinking about huge spot buys

Don't skip it

https://x.com/0xChainMind/status/2073863512556797992

Some $BTC history here

Last time it lost its monthly EMAs was 2022

Back then it pumped through July, dumped hard after, and marked the cycle bottom

Right now we just lost them again

https://x.com/0xChainMind/status/2074217940862321004

Interesting count on $BTC, both 2018 and 2022 bottoms came on the 9th red monthly candle

We have just closed the 7th one

Real capitulation is yet to come

https://x.com/0xChainMind/status/2074258497252848063

Final capitulation is coming... $BTC

https://x.com/0xChainMind/status/2074916476654325827

Interesting observation that liquidity, CVDD and realized price all sit at the same $50K level for $BTC

Liquidity like that is an absolute magnet for price

https://x.com/0xChainMind/status/2075287817018581090

🚨 THIS IS VERY BAD

S&P500 has entered the most dangerous zone right now

On July 8, Iran fired at the US again, Trump says the truce is over, the ceasefire is dead

That perfectly aligns with the 4-year SPX correction pattern

And here is the worst part...

This has no quick peaceful ending, it only escalates from here, and it runs straight through the Strait of Hormuz where the world's oil moves

An oil spike feeds inflation, inflation ties the Fed's hands, and a Fed that can't cut is what this rally cannot survive

We already saw the preview back in February

When the war first started, the S&P dropped almost 10% in five straight weeks

That has only happened twice in fifteen years, in 2011 and 2022

Back then a ceasefire held long enough for the AI bid to paper over the damage

That ceasefire is gone now, and the market is at all-time highs with nothing priced in

Here's the part that actually matters for us:

Every time the S&P corrected during a Bitcoin bear market, it printed a macro bottom, and Bitcoin bottomed with it, three for three, in 2015, 2018 and 2022

So this war is most likely the catalyst that drives the correction and prints the Bitcoin bottom with it, somewhere around September or October

Reminder that I called the major top at 120K, and I keep doing this analysis daily

The next call will be even more important

When I make that move, I'll post it publicly like I always do, and a lot of people will wish they had followed me earlier

Soon you'll understand why

https://x.com/0xChainMind/status/2075334924496687288

$BTC has never been this oversold against gold in its entire history

You all know exactly what that means

https://x.com/0xChainMind/status/2075956033453723796

$BTC

LTF see we are going back to 50K-60K range and will be chopping there for a couple months

With eventual bottom at ~50K zone

That's also perfectly aligns with cycle timings bottom in Oct-Sep

Then we reclaim 83K and watch bull run begins

https://x.com/0xChainMind/status/2077005953501704486

Huge liquidity above and below $BTC, choppy months are ahead

https://x.com/0xChainMind/status/2077330308534284506

Insane amount of liquidity stacked above $ETH after this whole year of pain

Remember liquidity moves the market

https://x.com/0xChainMind/status/2077485891510026364

$ETH isn't reversing until it reclaims the trendline

Right now it's just filling the gap back to resistance before the next drop

https://x.com/0xChainMind/status/2078067189731479607

$ETH is going to leave this range eventually

Where the pop will be the take of that month-long range high, and the sell-off a drop into ~ 1.5K by September

Many will get rekt on that first move

https://x.com/0xChainMind/status/2078182465210917116

Interesting how long-term holders' $BTC supply ATH aligns with bottom is in sentiment

Same exactly we saw in 2022 before last flush and real bottom

Probably just cycle psychology working

$BTC

Current market is purely liquidity hunting

Just like I said, we're now pushing up to take that unswept 67K zone

The only target we will have left will be 59K liquidity

Then will start looking for shorts between 67K-70K

https://x.com/0xChainMind/status/2079697544313983469

World Cup bottom indicator, 2022 vs 2026:

Same pattern:

2022: World Cup ends -> $BTC bottoms

2026: World Cup ends -> WE ARE HERE

Most reliable indicator ever

https://x.com/0xChainMind/status/2079853867299217564

You just have to buy $BTC below 50M MA

It's just that simple

https://x.com/0xChainMind/status/2080066462283116949

Here is how $BTC plays out to me from here

Expecting a pullback to 64K first, then we finally take that liquidity at 67K and top out this channel

Then the only target left will be liquidity below at ~59K

Will be looking for shorts on that retest

https://x.com/0xChainMind/status/2080421568404975964