Prediction evidence

Ko

kook

@KookCapitalLLC

nvda dominated btc this cycle and now the ratio is about to flip btc/nvda back to the 2025 high at 945 is +133% that puts $btc at $176k with nvda flat btc/nvda hit its lowest level since 2013 in august and is up 45% since..... since chatgpt launched $btc has lost 60% against $nvda the ai trade was the black hole of this cycle the marginal btc buyer was never a cypherpunk it was growth money hunting the next scarce asset with a parabolic chart > nvda offered that with earnings > btc offered that with a story so every tourist dollar went to gpus the flaw in that trade is that it has a ceo this weekend the nvidia board opened an independent investigation into whether jensen was the target of a foreign intelligence effort the most crowded trade in the world now trades on one mans private life.... and $nvda perps are bleeding before nasdaq even opens btc has no ceo to investigate no board to brief and no outside counsel to hire the more of the market that gets priced on one person the more valuable an asset with no person becomes the people who sold btc to chase chips will hate this reversal and buy back last best course of action is to stop measuring btc against the dollar and start measuring it against nvda the ai era had its run the rotation already started and btc is the asset going parabolic next $btc is going to $176k this is a conservative target