Ivan’s Outlook: Bullish Momentum Is Building Fast.
Ivan believes we're at a turning point in the cycle. He's seeing "truffles" all over the macro landscape — subtle but powerful signals that the market may be preparing for liftoff.
🔑 Key Takeaways:
-
Bitcoin is reacting to subtle macro cues: Ivan compares BTC to a truffle pig sniffing out bullish conditions. It’s showing surprising resilience despite no actual easing yet.
-
Fed Leadership in Focus: The US Treasury is hinting at replacing Jerome Powell with someone more rate-cut friendly. Whether or not Powell stays, the message is clear — a dovish shift is coming.
-
Bond Buybacks = Liquidity Injections: Treasury Secretary Bessant mentioned buybacks as a possibility, suggesting the government may step in to support the bond market. Liquidity = fuel for Bitcoin.
-
VIX Has Likely Peaked: A lower volatility index suggests that uncertainty is behind us — historically, a green light for risk assets.
-
Bitcoin Without Easing Has Already 7x’d: BTC has gone from $15K to over $100K without any real QE or stimulus. Ivan says: imagine what happens when the money printers really turn on.
-
Bitcoin Act Momentum: The government is exploring budget-neutral ways to acquire BTC — via tariffs, gold revaluation, or creative financing. Bo Hines says: "We're getting as much as we can."
-
Global Liquidity Surging: China’s M2 money supply is exploding upward. US liquidity is holding strong. This liquidity tide has historically preceded crypto rallies.
-
On-Chain & Meme Culture: Ivan is bullish on meme coins that have formed classic bottom patterns and are reclaiming levels seen before blow-off tops. He also dives into Moralis tools to track altcoin activity.
🧠Ivan's Final Take:
We’re entering the phase where narratives, liquidity, and institutional moves align. BTC hasn’t even seen easing yet, but the setup is screaming “imminent breakout.” If Bitcoin breaks above $90K, we escape the 2021 ghost and head for $150K to $200K.
