Bitcoin isn't broken. It's in narrative purgatory. The bull case requires one of two things to be visible. Right now, neither is. Bitcoin is a low time preference asset. Its entire value proposition is a bet on delayed gratification at civilizational scale. AI may be quietly

Original source ↗ | February 18, 2026 at 14:29 UTC | Twitter - @ces921

Here are the actionable trade ideas extracted from the tweets:

IDEA [2] TICKER: BTC DIRECTION: short THESIS: The "permission" Bitcoin bull market is over, suggesting a bearish outlook for Bitcoin. SPEAKER: @biancoresearch TIMEFRAME: medium-term

IDEA [6] TICKER: BTC DIRECTION: avoid THESIS: Bitcoin is in "narrative purgatory" and lacks visible catalysts for its bull case, suggesting a period of stagnation or uncertainty. SPEAKER: @ces921 TIMEFRAME: medium-term

IDEA [14] TICKER: NVDA DIRECTION: long THESIS: NVIDIA shares rose after announcing a multiyear deal to sell millions of chips to

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Trade Ideas

Ticker	Direction	Speaker	Thesis	Time
BTC	AVOID	@ces921	Bitcoin is in "narrative purgatory" and lacks visible catalysts for its bull case, suggesting a period of stagnation or uncertainty.	—