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BTC’s 4-year cycle timing mostly held. Top was Oct 2025 (~$126k), about 18 months after the 2024 halving—same window as prior cycles.
One year later it’s ~$85k, down ~33%. The low so far was June/July 2026 near $58k (−54%), not October. Price is already up ~45% from that low.
Old bears lasted ~12 months and dropped 77–87%. This one was shorter and much shallower so far. If June holds, the bottom came early. If not, Q4 is still the historical window.
Returns keep shrinking. Next halving is ~April 2028. Cycle timing is intact-ish; the size of the moves is not.
Jeremy wolfsteller retweeted
Introducing Silvia Legacy.
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Jeremy wolfsteller retweeted
🚨PRICE WATCH: Bitcoin falls below $80,000 following a wave of U.S. macroeconomic data releases.
🚨BREAKING: US core PCE inflation rose to 3.1% in September, its highest since May.
Prices climbed 0.3% on the month, and incomes couldn’t keep up.
Personal income grew just 0.2%, while real disposable income fell 0.3%.
Households pulled back.
Real spending stalled, with goods purchases down 0.3% as car sales dropped 2%. The saving rate slipped to 3.8% from 4%.
The squeeze hasn’t hit jobs yet.
Jobless claims fell to 194,000, close to July’s 60-year low, and continuing claims hit their lowest in over three years. GDP grew 3.4% in Q3, the fastest in a year.
Jeremy wolfsteller retweeted
US PCE Price Index came in at 3.6% vs 3.6% expected.
US Q3 GDP came in at 3.4% vs 3.2% expected.
Jeremy wolfsteller retweeted
US SEPTEMBER PCE INFLATION RISES TO 3.6%, MATCHING EXPECTATIONS
Headline PCE inflation rose 0.5% month over month, matching forecasts and accelerating from 0.3% in August.
Key figures:
🔸 Headline PCE YoY: 3.6% vs. 3.6% expected; prior 3.4%
🔸 Core PCE YoY: 3.1% vs. 3.1% expected; prior 3.0%
🔸 Core PCE MoM: +0.3% vs. +0.3% expected
🔸 Services ex-energy/housing: +0.4% MoM
🔸 Core PCE ex-housing: +0.3% MoM
🔸 Personal saving rate: 3.8% vs. 4.0% prior
Jeremy wolfsteller retweeted
BREAKING: 🇪🇺 EUROPEAN CENTRAL BANK PRESIDENT CHRISTINE LAGARDE JUST ANNOUNCED SHE WILL STEP DOWN IN FEBRUARY
THE CENTRAL BANKER WHO SAID #BITCOIN IS "WORTH NOTHING" AND "BASED ON NOTHING" IS LEAVING
HUGE WIN FOR BTC🔥
🤖 Made with AI
Jeremy wolfsteller retweeted
CHINESE STOCK MARKET IS COLLAPSING.
¥750 BILLION has been wiped out from the Chinese stock market today.
In just 4 months, over ¥23 TRILLION has been wiped out as the Chinese stock market has entered a bear market territory.
Jeremy wolfsteller retweeted
JUST IN: 🇺🇸 Bloomberg and major trading firms sign deals to gain faster access to President Trump's social media posts.
Jeremy wolfsteller retweeted
🚨BREAKING: Google and Microsoft stocks move in OPPOSITE directions after both post RECORD revenue.
Google $GOOGL plunged over 7% after hours, despite record revenue of $127.6 BILLION.
Microsoft $MSFT jumped as much as 6% after record revenue of $92.3 BILLION.
Google Cloud revenue more than doubled to $30.7 BILLION, but profit missed estimates.
Google also spent $51.4 BILLION on capex in just 3 months.
Microsoft revealed quarterly Azure revenue for the first time, at $33.2 BILLION, up 48%.
Its commercial backlog hit $677 BILLION, up 73%.
Combined, the two tech giants brought in nearly $220 BILLION in just 3 months.
Jeremy wolfsteller retweeted
Replying to @CryptoScout78
Jeremy, here's the math. Run it through the AI of your choice. @BritishHodl
teapawt.net/GrainofSaltSF/status/2…
What if @Strategy announced a $21 billion MSTR buyback program funded by STRC and no new Bitcoin purchases?
This thought experiment assumes $42B of STRC issuance:
• $21B repurchases MSTR.
• $21B stays in cash.
• No additional Bitcoin purchases.
Assuming MSTR rises from $160 to $500, with equal shares repurchased throughout, the $330 average purchase price retires approximately 63.6 million shares->15% of the starting share count. It would increase BPS by 17%
At $150,000 Bitcoin, Strategy’s unchanged 848,000 BTC would be worth $127.2B. Cash-adjusted amplification would be approximately 28%; before subtracting the new cash, it would be 44.5%.
At an assumed 12% STRC dividend, the new cash would cover approximately 3.17 years of total modeled interest and preferred dividends after completion.
The question: could preferred-funded buybacks and a substantial cash reserve improve common-shareholder total return more than additional Bitcoin purchases?
Strive’s existing 50% amplification scenarios provide a comparison of a different capital-allocation approach.
The $500 stock price is an assumption, NOT a forecast. The table shows the valuation and balance sheet needed to support that scenario.
@saylor @phongle @BritishHodl @JoshMandell6 @PunterJeff @Werkman @ColeMacro
Jeremy wolfsteller retweeted
JUST IN: Google $GOOGL crashes over 7% after reporting $127.58 billion in revenue for Q3 2026, missing expectations.
Jeremy wolfsteller retweeted
Think you know his story? Think again. EBENEZER arrives only in theatres November 13. Get tickets now!
Jeremy wolfsteller retweeted
FED HOLDS RATES AT 3.75%–4.00% AS TWO OFFICIALS PUSH FOR HIKE
The Federal Reserve kept interest rates unchanged at 3.75%–4.00%, voting 10–2 to maintain its current policy stance.
Governor Lisa Cook and Cleveland Fed President Beth Hammack dissented, favoring a 25-basis-point rate increase.
The Fed described economic growth as strong, supported by robust capital investment, productivity gains and resilient consumer spending.
However, inflation remains elevated, and policymakers emphasized that additional economic data will help determine the appropriate path for interest rates.
Jeremy wolfsteller retweeted
Despite the fed funds rate being too low to restrain rising inflation, only two of the twelve FOMC members voted to raise rates. But even the quarter-point hike they support is too little, too late. Today's decision will push the inflation rate further above the Fed's 2% goal.

























