The CPI data is still better than people expectations, see my thesis on the quoted post

HIGHER

Stock update:
Started DCAing to UNH (United Health)

"This is sucker's rally or this rally will fail like the others".. right? Right?

Even cycle theory from hundreds of years ago agree that we will fully exit everything on 2026 🫡

Stock update:
Selling some (not all) CELH here.. 50%+ profit

We still stick to our investment thesis, its still a bull phase but its late in the cycle which make it high volatility so holding spot only

The medium cycle show that the bull phase must start now, local top somewhere in august and the bottom will be somewhere in september, euphoria in Q4

This time spot only, no leverage, very high volatility, MM will hunt your SL even if its only 2x because of high volatility

Update:
There is 35% chance that btc already top
This month will decide it, if btc can't break ATH maximum early august, then top already in for btc
No leverage, spot only, profit taken from crypto still in stocks, not adding any more fiat, only initial capital deployed

SPX short to mid term pullback signal, will decrease our stock portofolio in the coming days

Btc ath, bull cycle theory still in play
We still hold eth and S

Stock update:
We have sold 50% of the entire stock portofolio (big cap, small cap, etc)..we plan to sell the remaining 50% THIS WEEK because cycle theory indicates that SPX local top this week

Crypto we still hold, now it only make up a smaller part of our entire portofolio so we intend to just holding it (reminder that we have taken profit and move it to stocks early this year)

Stock:
SPX new ATH, which means cycle got extended, short term cycle now show top probably on july 22nd coincide with powell speech?

Please note that SPX here refers to S&P 500 the index and NOT the memecoin lol

There will be probably no update on crypto until october since we will not add more, and the fastest time we will sell will be around october (based on current cycle data)

Current main portofolio still stay the same: ETH and S

Stock update:
Buying OSCR, heathcare sector stock, looks insanely undervalued

Reminder that tomorrow is powell speech, coincide with cycle theory timing, we have exited all major positions in stocks

For crypto, if a dip happen, we will rotate eth into other coin (outside top 10, but still on the top 100) because we think the bounce will be greater on midcap altcoin going forward

Stock down as expected..there is no way escaping the cycle..we will buy back stock (big and small caps) somewhere in september

Crypto we will be looking to convert eth into LDO because when the market tide turns green, better to ride faster boat

There is decent chance S&P500 index is going to make one last ATH before local top (probably next week coincide with CPI data)
If S&P500 make new ATH this month, we will short it, good R:R
NFA DYOR, may profit always be with us all

When eth runs, better to hold LDO 🚀
Will convert more eth to LDO should a dip happen again