Criador do https://teapaw.org/t.co/9BIuqTxQqs | Análise de mercados, dados macroeconómicos e cripto| Não é aconselhamento financeiro e não envio P.M
Joined December 2017
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AlexMarkets retweeted
Bitcoin will make a price bottom when the S&P 500 vs. U.S. M2 fractal starts moving sideways.
Based on my estimates, this will happen around September to October of this year.
And here is the point:
The global economy has changed a lot in recent years, and one of the direct impacts of this was caused by artificial intelligence companies.
The crypto market was no different. Part of people’s attention migrated to AI, new ways of working, and new types of content for content creators.
The crypto and Web3 market felt this impact, as data shows that fewer investments have gone into Web3 since 2023, while attention and new money moved toward AI.
But I am very confident that all this liquidity from the supposed “AI bubble” will eventually migrate to emerging economies and risk assets, and Bitcoin fits exactly into that category.
So I am leaving my opinion here: maybe the next bullish cycle in the crypto market will be completely decoupled from TradFi.
Think about it with me: where will the big profits from ETFs and major crypto players go?
Most likely, they are preparing their wallets and infrastructure for a cycle of liquidity rotation from markets that are rising into markets that are still down, and one of those markets is crypto.
While many people are crying and feeling discouraged, I am here saying that we could potentially see better days for the crypto universe, even if the empire of major economies like the U.S. is already economically deteriorating.
This is how the biggest players operate: moving money between sectors and orchestrating everything, including the narrative, in their favor.
I could be completely wrong and miss this call, but I am leaving here an opinion that nobody is talking about.
So when hope seems completely exhausted in the crypto market, that is where the best opportunities will appear. And I will probably be here to remind everyone.
Those who follow us know that, at the end of 2022, I was already believing in a bullish move, while many were still skeptical and afraid.
S&P 500 / M2 is repeating the dot-com fractal.
Not a coincidence. It's structure.
Dividing S&P 500 by M2 removes monetary noise and reveals the market in real liquidity terms.
The 2000 peak and the 2026 peak are nearly identical on this metric. Same extension. Same momentum. Same denial at the top.
The market didn't change. The narrative did.
In 1999 it was "the internet changes everything."
In 2026 it's "AI changes everything."
Both statements are true. The valuations are not.
The dot-com bubble didn't burst because the technology failed. It burst because expectations drifted too far from reality. Speculation assigned a weight that fundamentals couldn't support.
Same structure. Same behavior. Different story.
The chart projects a return to the 0.382 Fibonacci level as the first real support, a zone that aligned with the 2002~2003 lows in the previous structure.
Below that, 2009 marked the definitive bottom of the S&P 500 / M2 crash. Coincidentally, that's when Bitcoin was born.
Global liquidity will determine the speed. Not the direction.
The question is not whether this is a bubble. It's where in the cycle we are.
History doesn't repeat.
It rhymes.
AlexMarkets retweeted
BREAKING: The U.S. government made more money on one stock trade than most countries earn in a year.
Trump administration bought $INTC at $20.47 on August 22, 2025 when the stock had crashed 74% and everyone said the company was dead.
They invested $8.9 billion for 433.3 million shares using leftover CHIPS Act money.
Intel is now trading at $83.67, up 400% in the last 8 months and 115% in April alone.
That's a $33.6 billion profit.
AlexMarkets retweeted
🚨🇮🇷 URGENTE: O Irã está formando CORRENTES HUMANAS com crianças, estudantes e mulheres em frente a uma usina elétrica em Kazerun, numa tentativa de dissuadir os ataques dos EUA de hoje às 20h.
Somente terroristas usam o povo como escudo humano!
AlexMarkets retweeted
🇺🇸 President Trump's next Fed Chair pick, Kevin Warsh:
“If you’re under 40, Bitcoin is your new gold.”
AlexMarkets retweeted
WOW!!!
Never thought we would hear this level of honesty from a Western leader, and certainly not Canada, given the direction of Canada in the past 25 years. Canada's shift towards multialignment is quite clear - and this level of honesty from Carney on Western "fiction" about the old order will be warmly welcomed in much of the Global South:
"We knew that the story about the rules-based order was partially false... We knew that international law applied with varying rigour depending on the identity of the accused and the victim. This fiction was useful [because of the goods provided by American hegemony]... So we placed the sign in the window. We participated in the rituals. And we largely avoided calling out the gaps between rhetoric and reality. This bargain no longer works. Let me be direct. We are in the midst of a rupture, not a transition... You cannot live within the lie of mutual benefit through integration when integration becomes the source of your subordination."
AlexMarkets retweeted
Desenhando o acordo que o Trump vem fazendo, pra quem ainda não entendeu:
👀👀 Rolou acórdão global?
Rússia fica com gás natural e agro da Ucrânia.
China fica com microchips do Taiwan.
USA fica com petróleo Venezuelano.
Brasil fica blindado e protegido pelos BRICS em troca de apoio político e commodities, enquanto fez acordo com USA de minerais raros em troca Trump não se intromete na política interna.
A galera precisa entender que para quem manda no mundo não é interessante mudar o eixo do poder. Viés político só existe na cabeça dos ignorantes tupiniquins, money talks, bullshit walks.
AlexMarkets retweeted
🚨 Final Reminder — Going Live Tonight! 🚨
🎙 Bybit EU December Livestream Series | Part 2
🗓 Today ⏰ 20:00 CET
Tonight’s the night! Join us for an insightful conversation on crypto and Bybit EU’s journey — reflecting on 2025 and looking ahead to what’s next.
Hosted by @MeyadeCurfs and joined by @cryptogatto_ & @_Bybit_Mel_ with special guests @CryptoJune777 and @AlexCryptoPT.
✨ What’s on the agenda:
• Highlights and lessons from 2025
• Expectations for 2026, including market cycles & altcoin season
• What’s coming up for Bybit EU, including CCCC Dubai
🎮 PS5 Giveaway
Last chance to enter! Entries remain open until the livestream starts.
🔗 Watch here: bybit.eu/en-EU/press/live/de…
👉 Join PS5 Giveaway
teapaw.org/BybitEU/status/1998829…
AlexMarkets retweeted
BREAKING: MICHAEL SAYLOR CONFIRMS HE'S BURNING THE KEYS TO OVER 17,000 #BITCOIN WORTH $1.5 BILLION
"THAT'S MY LEGACY." 🔥
AlexMarkets retweeted
If you want to stay updated on onchain analysis, macroeconomics, Alpha metrics, and some market opportunities, just watch this video I participated in with AlexCrypto.
youtu.be/ySqQbELpnww?si=alVq…
AlexMarkets retweeted
WATCH: Trump delivers virtual remarks to the Digital Asset Summit
teapaw.org/i/broadcasts/1BdGYqLRw…
AlexMarkets retweeted
Caros, foi publicado hoje o DL 13/2025 onde é alterado o código de IRS para regular a obrigação de declarar os ativos detidos em países com Regimes fiscais mais favoráveis. De facto na minha opinião não constam os criptoativos.
AlexMarkets retweeted
JUST IN: 🇺🇸 “When large investment banks like Morgan Stanley green light their 15,000 advisors to sell #Bitcoin ETFs it’s only a matter of time before it gets traction,” - CNBC
AlexMarkets retweeted
Pediram ajuda para divulgação de um questionário para uma dissertação de Mestrado ,como ajudar não custa, ajudem no preenchimento do questionário!
@satoshituga, @carlosfpsilvacg e @AlexCryptoPT,ajudem na divulgação, faz favor, esta é mais a vossa" praia"
docs.google.com/forms/d/e/1F…
AlexMarkets retweeted
#Bitcoin is at 4.7% world adoption, this is the same as Jan 1999 for Internet Adoption.
You are still early... and that's backed by the best data available.
426m #Bitcoin holders today.
0.5 billion by Oct.
- All past studies of user count visualised
- Early data via on-chain clustering by @glassnode
- Then add KYC'd exchange users from Cambridge and Crypto·com studies, adjusting for BTC-only
- Then project growth rate forward
AlexMarkets retweeted
What if an investor with unlimited capital announced a program to acquire 450 $BTC daily at the market price for the next four years and hold the asset forever? What if they increased their purchases to 675 BTC daily in 2028, and to 787.5 BTC daily in 2032? #BitcoinHalving.
AlexMarkets retweeted
Solana network activity is currently shattering all-time highs in many different areas. Daily network fees are now at $3.8M, a new record and up 754% on the month. Meanwhile, daily DEX trading volumes are over $3.8B, also a new record and up 430% on the month.
In terms of users, daily active addresses on Solana are now over 1.8M, the highest levels since September 2021. Yet perhaps more interestingly, 870,000 new daily active addresses entered into the ecosystem yesterday, easily an all-time high and an increase of 110% month-over-month.
h/t @artemis__xyz
AlexMarkets retweeted
Good morning.
I see too many insecure Bitcoiners.
You need to realize that you own the best property that mankind has ever known.
BlackRock has acknowledged it.
You were right all along.
And it's time to press your advantage.
Otherwise Larry Fink & co will happily suck coins out if scared "cycle top" soothsayers.
Volatility will continue as the crypto gamblers over-leverage themselves.
But the cycle you need to be concerned about most is the Big Debt Cycle.
How will the US service $35 Trillion in debt without abusing the Dollar?
They can't.
And every other nation will continue to debase alongside them.
Just hold onto your pristine finite property and thank Satoshi for giving you an easy way to sidestep the fiat madness.
Bitcoiners who think long term have a beautiful decade in front of them.
