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Published 30 Oct 2026, 15:14 UTC · fetched 6 Nov 2026, 14:18 UTC
Benjamin Cowen
@benjamincowen
Quoting · 1 Jul 2026, 17:29 UTC · context given to the AI
I stated that I ignore Bitcoin as an investment in the 1st half of midterm years. The second half of midterm years usually marks the accumulation zone/market cycle bottom. Today (July 1st), Bitcoin put in a new low, justifying the views I held for the 1st half of the year.This should go without saying, but usually the time to sell Bitcoin (if you are going to) is Q4 of post-halving years, not during the Q4 dump of midterm years. Usually the Q4 dump of midterm years just provide opportunities to buy for those who sold long ago. While many people will have you believe all sorts of things, I was clear that Q4 2025 was the top and that the accumulation phase started (in my mind) on July 1st, 2026 (with the potential for a Q4 drop like we typically see in midterm years). https://t.co/14Oak0q03WView original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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