CodeMonkey Mike

Through July and August I kept saying we could be in a bull run, we just do not know yet. Which level does Bitcoin have to get back above before I call it confirmed?

4 hours ago |[YT] | 0

CodeMonkey Mike

Bear market mindset. A miner in my chat said he has not seen green in his portfolio for a while, and the chat landed where I did years ago: proof of work without a premine beats memes. New memes are dying in days, and market volume is only going down. So where is your next dollar going right now?

5 hours ago |[YT] | 1

CodeMonkey Mike

Proof of work beats memes, and it has to be proof of work WITHOUT a premine.

A miner in my chat said he has not seen green in his portfolio for a while, and then the chat landed on the exact thing I have been saying for years. New memes are dying in days. Hashrate does not care about hype.

Kaspa ($KAS) at about 3.6 cents is the same fair-launch GhostDAG it was at 20 cents, and I keep stacking.

1 day ago |[YT] | 22

CodeMonkey Mike

On stream I said we have come a long way since the early KRC20 days. KRC20 tokens live on which blockchain?

1 day ago |[YT] | 1

CodeMonkey Mike

We have come a long way since the early KRC20 days.

Covenants have been live on Kaspa mainnet since the end of June, the covenant-native KCC-20 token standard is in draft, the ecosystem is working on bridging KRC20 tokens over to it, and a fair-launch memecoin launchpad is already in beta on testnet-10.

Developers now have native tools on Kaspa ($KAS) that did not exist in 2024. The next token season on Kaspa will not look like the first one.

1 day ago |[YT] | 24

CodeMonkey Mike

Buying a fixed dollar amount of bitcoin on a regular schedule, no matter the price, is called what?

2 days ago |[YT] | 2

CodeMonkey Mike

September CPI came in at 3.7%, hotter than expected. The 5-year Treasury yield is above 5% for the first time since 2007. And the market STILL gives an October 28 rate hike only about a one-in-three shot. I do not get the pause camp. Where do you land?

2 days ago |[YT] | 2

CodeMonkey Mike

Benjamin Cowen's four-year cycle model says the Bitcoin bottom lands in Q4 2026, October the most likely month. Bitcoin's ($BTC) low this year printed on July 1 at about $57.7K.

The four-year cycle zombies cannot explain this market. Here is what actually moved it, and what I am doing about it.

In late May, with Bitcoin around $75K, Cowen laid out the cycle math: the last top fell inside the day count of the two prior cycles, so the bottom should arrive in the fourth quarter. Then Bitcoin ran above the May high in September, up to about $87K, and by his own words acceptance above that level 'improves the bull case substantially'. The king of the four-year cycle crowd was staring at a chart that broke his model.

I was not perplexed. People were front-running the October bottom. A lot of holders who missed the lows all year looked at July, decided the bottom was in, and were not going to wait for a calendar. I have said this on every stream since January: the October bottom is self-defeating. Because the zombies, and the people front-running them, all plan to buy in October, the actual low prints BEFORE October, and their own demand is the reason October never gets to be the reddest month.

You cannot see that on a chart. You also cannot chart an inflation shock. If gasoline had not jumped 9.1% in September alone and CPI had not come in at 3.7%, we would be talking about rate cuts right now instead of a hike, and this market would be flying. That is not a four-year cycle. That is the world.

Last November they sold Bitcoin below the 50-week SMA and called it a bear market. In September they pushed it back above. Same chart, opposite story, and the thing that changed was not the calendar.

So here is what I do about it. I do not wait for October. Kaspa ($KAS) at about 3.7 cents is the lowest level of the week and still up on the month, and I treat every red day as a DCA day: fair launch, no premine, proof of work, about 82% under its all-time high. The zombies are waiting for a bottom that already printed. Kaspa Maxis are stacking.

Never financial advice.

Forked question: did the 2026 Bitcoin bottom already print in July, or does the four-year cycle still get its October low? Pick one and tell me why.

Click that like button and click the subscribe button if you are done waiting on a calendar.

Skip the Carousel

1 2 3 4 5

3 days ago |[YT] | 2

CodeMonkey Mike

You buy a breakout, then price instantly reverses and dumps back down. What is that called?

3 days ago |[YT] | 1

CodeMonkey Mike

Kaspa ($KAS) is at about 3.7 cents this week: its lowest level of the week, still up on the month, about 82% under its all-time high. I called it another great buy on stream, and I also said the whole market might go lower from here if the rate hike gets front-run. So what are you doing with Kaspa right now?

3 days ago |[YT] | 0