TechDev Newsletter - Market Update Issue #66

Data-driven conviction. The only way long-term trades work.

Bitcoin is above 80K, yet the market feels as fearful as it did at 15K.

I know because I’m starting to receive the same profanity-laced emails from some of you as I did back then.

Say whatever you want - it’s your right - but know that it won’t elicit a counter emotional response from me. It will only reinforce the sentiment read I expect to see at moments like this.

My shorter-term opinions haven’t always panned out, but those who have been here since the 2022 bottom know that the entire crypto market cap is up 250% since then - a period when many believed we’d never see another bull run. A run during which most have called top 5-7 times already.

That’s the extent to which I’ll acknowledge emotions today. They have no place here, other than to recognize them as useful counter-market indicators if you find that helpful.

Now, let’s get back to the data, and I’ll show you why my conviction in this run is as steady as it’s been since 15K.

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Today’s topics

Bitcoin

• Roadmap Update

• Why the Business Cycle Matters

• Timing & Price Action Implications

Altcoins

• Consistent Alt Market Structure

• Timing Confluence

• A Leading Signal

• New Alt Targets

  • BONK

  • OM

  • XLM

  • WIF