AllllSevens
Stock-Market Research, Institutional Trading & Market Inefficiencies
Bitcoin's higher time frames may be entering a major bullish trend, so a slip in the daily trend matters little, and smart money is accumulating. Bitcoin has bottomed after a double failed breakdown below its 2025 low followed by a reclaim and its first bullish trend since, which points to at least $100,000. This could become its largest bullish trend ever, given the largest institutional backing it has ever had. x.comÂ
Bitcoin's upside needs lower oil and inflation and stronger risk appetite; that macro shift has not arrived. IBIT holding 46.3 is a good sign, and its topping short-term cycle is not a deal killer. x.comÂ
Bitcoin looks primed for its next leg up sooner than expected, as dealer positioning points to a near-term breakout from its $81K-$85K consolidation. It has followed a consistent pattern of consolidating, building a base and then breaking higher, and the target is $90K+. x.comÂ
Bitcoin ETF IBIT's whale accumulation at 30.2% remains too low for a sustained move higher. It is testing a new volatility hole at $43.30-$49.50; $48 must be cleared for acceleration, while $39.40 and $44.10 are near-term support. x.comÂ
The iShares Bitcoin Trust is a bet that liquidity turns before the tape shows it. Miners mint a fixed 450 BTC a day until 2028, and ETF inflows led by this fund routinely absorb multiples of that. Grayscale bleeds fees and MicroStrategy is a levered wrapper, while IBIT holds spot bitcoin 1:1 at a 0.25% fee with about $58B AUM. June's record outflows shook out the tourists. It has no earnings and is extremely volatile; the risk is long yields keep rising and liquidity never turns. x.comÂ
Investors will inevitably seek the strongest trends, value and opportunities as the speculative AI trade bursts, making that shift incredibly bullish for Bitcoin. x.comÂ
Bitcoin has absorbed a week of bad news without budging, a sign of strength. Even a cringe-worthy Michael Saylor video couldn't bring it down, and Coinbase has nearly closed its post-earnings gap down. Bitcoin's average daily range has narrowed to about 2%, less than most utility companies, allowing tight risk on a historically volatile asset. x.comÂ
Bitcoin is moving from a speculative asset to a standard allocator sleeve, and with pension funds as the marginal buyer, top ticks do not exist. CalPERS put 1% of assets, about $500M, into bitcoin last quarter, BlackRock's spot bitcoin ETF passed $1.5B of YTD inflows, and Morgan Stanley launched its own at 14 bps, undercutting BlackRock by 11 bps and drawing $30M on day one. Institutional adoption is now a line item allocators have to defend. x.comÂ
Bitcoin's second-leg squeeze could be a big one as the dollar falls and rates back off. Traders positioned for an easy gap fill got caught right before the spring higher, and upside volume is returning. x.comÂ
Seller pressure on Strategy shares has completely faded, bringing a reversal closer. The Cryptic Bottom Index is moving into its yellow region; every previous green alert marked an area where shares eventually bottomed and reversed higher. Buyer pressure has yet to return. An expansion toward $700-plus is one potential higher-timeframe scenario. x.com x.com x.com x.comÂ
Bitcoin is nearly done as momentum has vanished and the world has largely moved on from it. If it saw true inflows, it wouldn't be this weak while markets hit all-time highs in a risk-on environment. It needs an 80% rise just to regain its all-time high, and talk of $1 million bitcoin or matching gold's market cap is over. x.com x.com x.com x.com x.comÂ
