The Long Investor
Airline Captain & Investment Analyst, Technical/Fundamental Analysis
Bitcoin now has the chance to become what it was designed for, a true digital store of value and safe haven, since it has shown virtually zero correlation with the US market over the past 12 months. Bitcoin has completed its Cycle Wave 2 pullback while the broader market may correct later this year, so both Bitcoin and Ether look like attractive buys at these levels. x.com
Bitcoin will comfortably return to all-time highs by the end of 2026, and expecting more than that is careless. It now moves like a mega cap with a similar market value, in an incredibly structured and controlled way. On a longer view, $350,000 by 2030, about 480% above the current level, is good enough. x.com
Bitcoin and Ethereum are cheap while US equities are overvalued, and capital flows from overvalued to undervalued assets, so the rotation into crypto has started. In May, BTC and ETH are outperforming the S&P 500, with monthly inflows of $1.51B into ETFs, $2.49B into stablecoins and $3.29B onto exchanges. The Clarity Act, a pro-Bitcoin Fed chair and a Digital Asset Reserve add support, though one final shakeout is likely before the next massive leg higher. x.com x.com
Ethereum's upside looks worth the bet because the payoff to its prior high is much larger than the downside, and buyers still respond to good news. There is roughly 16% down to $1,950 versus a little over 2x back to the prior all-time high. LIT caught a sharp bid around its US regulatory plans, and CHIP rallied 40% around a $1 million buyback; that response looks like a bull-market sign. x.com
Ethereum feels weak with no clear catalyst, despite an appealing story of institutional adoption for real utility and infrastructure. The crypto craze may have petered out after about 15 years, and bitter memories of losses from counterparty blowups such as Voyager and FTX may never fade. x.com
Ethereum will probably be one of 2026's biggest "why didn't I buy more?" trades because its higher-timeframe technicals are improving while sentiment remains washed out. There is a real possibility it is sitting near the lows of the four-year cycle, and the ETH/BTC weekly RSI looks primed for a potentially huge move over the coming months. Bullish calls on Ethereum are rare, and this one combines the technical picture with gut conviction. x.com x.com
Bitcoin and ether’s resilience despite months of speculative capital being disintegrated may be a tell. They are the investments to hold or add, not trade. x.com x.com
Bitcoin is rated avoid amid the current AI sector crash, alongside Ethereum, CoreWeave, IREN and Tesla, while memory names and Alphabet are strong buys. x.com
Bitcoin and Ether are being bought up on negative news, which is a bullish sign not to ignore. x.com
Bitcoin and ether remain attractive for gradual long-term accumulation despite high volatility, with institutional demand still present. Crypto is heavily influenced by large players' buying and selling, and a final wave of panic before the next major rally would not be surprising, especially if that weakness is quickly bought. x.com
Ether is rated Avoid in a June 7 ratings update written during the AI-sector crash, in the same bucket as bitcoin, CoreWeave, IREN, Tesla and the SpaceX IPO, while Alphabet, Micron, SanDisk and SK Hynix are rated Strong Buy. x.com
Crypto's Wild West reputation creates market inefficiencies and, therefore, great opportunity. It looks to have decoupled from stocks over the past year, though the risky narrative persists. x.com
