Charles Edwards

Institutions have flipped to net buyers of Bitcoin for the first time since May, with ETFs and treasuries buying about 160% of daily mined supply; on-chain data sits in a value zone and hash ribbons recently gave a buy signal. Bitcoin has also broken convincingly above 65K and 71K, flipping the technical bias bullish. As long as monthly price holds above 70K, the bias is bullish into the high five digits.

If Bitcoin's trend continues, the altcoin market should be very positive; several older coins are showing constructive technicals by revisiting major support and reclaiming key levels after large drawdowns. Ethereum, Ethena and Ccash fit that criteria, making a case to hold some altcoins here, though AI and quantum hacking risks temper excitement versus prior cycles.

If Bitcoin's trend continues, the altcoin market should be very positive; several older coins are showing constructive technicals by revisiting major support and reclaiming key levels after large drawdowns. Ethereum, Ethena and Ccash fit that criteria, making a case to hold some altcoins here, though AI and quantum hacking risks temper excitement versus prior cycles.

Hyperliquid has hard tokenomics: controlled supply, no typical VC unlock overhang, and about 99% of revenue used for daily buybacks, which lets it be valued like an equity. It is growing revenue strongly as the only venue so far where US equities can effectively be traded without KYC. Trump mentioning Hyperliquid adds government-support momentum, and the token just staged a technical breakout.

Central banks (specifically China) are stacking gold to diversify away from the USD. Historically, when Gold breaks out relative to the S&P 500, it runs for years. The current move is structural, not just cyclical. If Gold repeats historical decade-long cycles (like the 1970s or 2000s), the average upside is ~150% from breakout levels, implying a price target of $12,000. Long physical gold for a multi-year hold. A resolution to geopolitical tension or a resurgence of the USD as the only safe haven.