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Published 6 Jul 2026, 19:37 UTC · fetched 3 Nov 2026, 13:36 UTC
Jordi Visser
@jvisserlabs
In case you have not heard, Bitcoin is dead and Michael Saylor is back again as the villain. The trend is still bearish but signs of change are showing up as I showed in this week's YouTube. The next rally will not start because everyone suddenly becomes bullish. Sentiment is too bad. The catalyst may be the reverse of two negatives rather than a positive. It may start because of two forces that have punished Bitcoin ease: 1)AI equity momentum is crashing and the AI trade volatility is rising, forcing capital to look for new beta. 2)The market may have gone too far pricing AI capex as a hawkish Fed story. AI agents are not just a demand shock. They are also a supply shock through digital labor, productivity leverage, and financial automation. That is where Bitcoin becomes interesting again. The Fed may have to unlearn its old framework. Investors may have to relearn Bitcoin. New piece: Bitcoin and the Art of Unlearning the Fed https://t.co/b4DHzWHHxoView original on X ↗
Deterministic: the same prices and policy always give the same result
r = 63776.81 / 63694.27 − 1 = +0.1%d × r = +0.1% (neutral only if the price is unchanged) → correctOnly the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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