Killa|Aug 07, 2026 19:28
BTC
The more I look around, the more convinced I am that this is the scenario 90% of people are positioning for.
"Just fill my long first, then pump."
It feels like we're at that stage of the cycle where everyone is trying to play guru and catch the macro bottom, even though the cycles are shifting.
We saw a new ATH before the halving for the first time in Bitcoin's history. We're also seeing cycle bottoms form progressively sooner. Likewise, this cycle appeared to top earlier others. These are meaningful structural changes that a lot of people seem to dismiss because they expect every cycle to follow the same 4 year pattern.
I think a lot of people are going to learn this lesson the hard way. The obvious trade is rarely the one that pays, and catching the exact bottom has never been as straightforward as people make it out to be.(Killa)
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