100 issues. And the market picked the week to make it count, because the breakout we have been positioning for since the June low finally landed, both majors closed green above their key Supertrends, and the whole sequence arrived on day 19 of the two to three week window published on August 1. It is time to fully tune out the noise and lock the fuck in.
Today’s issue is heavy on Ethereum, and that is deliberate. It is where I am heavily positioned for my short-term trading, as I have disclosed along the way, and its chart is screaming macro outperformance of Bitcoin, which is exactly where the focus belongs at this point in the cycle.
So we will walk the record first, the full ledger of calls since November, then the confirmations on both majors, then the trade plan as it evolves from two trades into three, then the evidence behind the next swing, and then the argument I keep returning to: that this market is mid-cycle, not late, and 2025’s high was this cycle’s 2019.
The Gem Score board reruns near the end, kept simple and easy to read. And there is one piece of news I am deliberately holding back: the TechDev platform is being expanded into something much bigger than a newsletter, and next issue is the formal reveal. Today is the map, and the map is full.
Today’s topics
The Record
Ethereum: The Path
The Ledger: Every Call Since November
The Confirmation
Ethereum: Above the Supertrend
Bitcoin: Confirmed, With One Revision
The Trades
The Two-Trade Scoreboard
The Third Trade: Mapping the Swing
Two Fractals, One Target
The Mid-Cycle Case
Bitcoin Between the Bands: 2025 was 2019
Dominance: The Same Signature
Global Liquidity: Bigger Coil, Bigger Launch
The Gem Score
The Rerun, at a Glance
Exits and Movers
The Cards and the Scan
What Comes Next
The TechDev Revamp
Closing
