Wayne Liang
Asymmetric Investment Research, Trade Alerts & Toolkits
Passage of the Clarity Act would mark the start of the bull run for bitcoin, Ethereum and other alts such as Zcash, and crypto proxies such as Strive; it would expedite a bull run that comes regardless. A pass is not priced in at all, while a failure would bring only short-lived selling. After it failed, bitcoin held its levels, suggesting the worst is priced in and sellers are done; a launchpad is forming near $77,000, as before the breakout from $62,000. Next watch is the rate decision. x.com x.com x.com
Kevin Warsh's very dovish statement supports the Bitcoin pivot-low scenario and a move higher this quarter. In this favored scenario, Bitcoin makes another higher high in the $90k-$100k area, the stock market reaches new all-time highs, and altcoins follow suit. x.com
Crypto still has room to rise because institutional adoption is accelerating and good altcoins remain underowned globally. Traditional finance is bringing assets onchain, and progress since five years ago makes it impossible to be bearish. Bitcoin looks stronger than overstretched altcoins and has shaken off severe bad news; more chop or shakeouts could come before the market moves higher. x.com
Bitcoin's failure to decouple from AI leaves it at risk around the coming big hyperscaler earnings week. That linkage is worrying enough to prompt a 'timber' warning. x.com
The current crypto-market shock was needed to form a bottom. Bitcoin will not fall below $60,000 again. x.com
Altcoins have a stronger cycle setup because the Fed’s balance sheet has been growing again after shrinking from 2023 to 2025, when alts lagged Bitcoin. Improving risk ratios point the same way. The outlook is not certain: the author assigns 50% odds to chop, 40% to outperformance and 10% to a decline. x.com x.com x.com x.com x.com
Bitcoin's pre-FOMC pump looks vulnerable because such moves usually retrace afterward and sweep below prior lows. That pattern now points to roughly $78K. Earlier, liquidations into FOMC and Bitcoin's strong hold near $80K despite another $79K test had suggested the correction might be over and that it could be a bad time to be bearish. x.com x.com
Bitcoin's bull run looks close because bearish comments on the timeline are the contrarian signal that has always appeared just before one. People call the current move a fakeout; buy when others are bearish and sell when they become overly bullish. x.com
Investors will inevitably seek the strongest trends, value and opportunities as the speculative AI trade bursts, making that shift incredibly bullish for Bitcoin. x.com
Weak liquidity and insufficient buying pressure leave altcoins vulnerable to another liquidation wave. Many sit near support while selling pressure persists, so even a small selloff could trigger liquidations; a bounce is still possible, but the bottom is not convincing yet. A further major drop would offer better entries in bitcoin, ether, Pendle and Bittensor, whose long-term potential remains intact. x.com
Bitcoin and Ethereum's pullback is a nothing burger meant to shake people out, and this phase will lead to the next breakout higher. Bears are doubling down on shorts, with open interest rising while funding rates have turned negative. x.com