Nonzee Notes
@NonzeeNotes
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Nonzee Notes
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Nonzee Notes
THE AI BUBBLE IS NOT 2000. IT IS 2008.
Everyone is arguing about…
The full breakdown is here.
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Nonzee (@0xNonceSense) on X
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THE AI BUBBLE IS NOT 2000. IT IS 2008.
Everyone is arguing about the wrong crash.
2000 was an equity event. Overpriced stocks, clean balance sheets, almost no debt. Equity drifts down and recovers.
2008 was a credit event. Leverage, hard assets, contracts…
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Nonzee Notes
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DO NOT BUY $SPCX BEFORE TOMORROW
The full breakdown is here.
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Nonzee (@0xNonceSense) on X
🚨
DO NOT BUY $SPCX BEFORE TOMORROW
The bid waiting for it is $4.3 billion.
Read that again.
911M shares unlock August 6. At $120 that is $109B looking for an exit.
The entire Nasdaq-100 inclusion brought $4.3B of passive buying.
That covers 3.9% of what…
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Nonzee Notes
$SPCX DID EXACTLY WHAT I WARNED ABOUT. $125 REJECTED.
Musk announcements…
The full breakdown is here.
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Nonzee (@0xNonceSense) on X
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$SPCX DID EXACTLY WHAT I WARNED ABOUT. $125 REJECTED.
Musk announcements could not hold it. Nothing could.
Now comes the part I have been telling you about for two weeks.
Tomorrow 911M shares unlock. At $115 that is $105 billion of supply.
The entire…
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Nonzee Notes
THIS IS NOT THE TOP. THE EUPHORIA HAS NOT EVEN STARTED.
The full breakdown is here.
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Nonzee (@0xNonceSense) on X
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THIS IS NOT THE TOP. THE EUPHORIA HAS NOT EVEN STARTED.
S&P 500 just printed a new all-time high at $7,791.
In the middle of the worst geopolitical crisis of the century.
Oil at $80. The Strait of Hormuz blockaded. The US preparing for the next escalation.…
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Nonzee Notes
$BTC JUST DID EXACTLY WHAT I WARNED ABOUT
The full breakdown is here.
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Nonzee (@0xNonceSense) on X
🚨
$BTC JUST DID EXACTLY WHAT I WARNED ABOUT
10 months. 4 lower highs. Still no way out.
Bitcoin has not left this channel once since the peak:
Peak: $126,190
Lower low: $82,197
Lower high: $97,858
Lower low: $59,961
Lower high: $83,154
Lower high:…
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Nonzee Notes
THE BULL TRAP ENDS NEXT WEEK
The full breakdown is here.
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Nonzee (@0xNonceSense) on X
🚨
THE BULL TRAP ENDS NEXT WEEK
Bitcoin is stuck between $63K and $65K for a reason.
This is the same compression that preceded every leg down in this cycle.
Twice before, price coiled in a tight range near the upper rail.
Both times it resolved lower.…
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Nonzee Notes
ETHEREUM IS SETTING THE FINAL TRAP BEFORE $4,500.
Thousands of traders…
The full breakdown is here.
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Nonzee (@0xNonceSense) on X
ETHEREUM IS SETTING THE FINAL TRAP BEFORE $4,500.
Thousands of traders drew the same $ETH chart.
They are all waiting for a final flush to $1,475 before they buy.
That flush is not coming.
The real shakeout already happened in June and July.
Two sweeps…
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Nonzee Notes
SOMETHING UNUSUAL IS HAPPENING
Saylor selling…
The full breakdown is here.
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Nonzee (@0xNonceSense) on X
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SOMETHING UNUSUAL IS HAPPENING
Saylor selling again.
Miners dumped 23,000 BTC.
The CLARITY Act delayed.
Record ETF outflows.
Any one of these should have caused a bloodbath.
All four landed in the same week and price is still at $64K.
Do you understand…
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Nonzee Notes
SPACEX IS REPEATING PALANTIR IN 2022
And most people are going to miss…
The full breakdown is here.
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Nonzee (@0xNonceSense) on X
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SPACEX IS REPEATING PALANTIR IN 2022
And most people are going to miss it the exact same way.
Palantir listed September 30, 2020. Opened at $10.
Retail piled in. It ran to $39 by early 2021.
Then reality hit. $39 to $6. Down 85%.
It closed 2022 at…
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Nonzee Notes
SOMETHING VERY BAD IS HAPPENING
The green you are seeing…
The full breakdown is here.
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Nonzee (@0xNonceSense) on X
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SOMETHING VERY BAD IS HAPPENING
The green you are seeing is not strength. It is the trap.
It always looks most bullish right before it breaks.
Look at the clock, not the chart:
2020: down 36.11%
2022: down 28.14%
2025: down 21.46%
2027: loading
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Nonzee Notes
JANE STREET STRIKES $BTC AGAIN
It started Monday…
The full breakdown is here.
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Nonzee (@0xNonceSense) on X
🚨
JANE STREET STRIKES $BTC AGAIN
It started Monday. Four sessions, $51 billion in market cap erased.
No headline. No warning.
Four days. Four US opens. Four dumps.
August 11: opens, drops 1.7%
August 12: opens, drops 1.7%
August 13: opens, drops 1.4%…
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Nonzee Notes
SOMETHING UNUSUAL IS HAPPENING
S&P 500 keeps…
The full breakdown is here.
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Nonzee (@0xNonceSense) on X
🚨
SOMETHING UNUSUAL IS HAPPENING
S&P 500 keeps trying to push higher, but the move is thin.
Early 2025 had the same low-volume grind before the sharp drop.
Right now the picture is simple:
- Price pushing higher
- Volume still weak
- No real buying pressure…
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