Ivan is ultra bullish. Bitcoin is pushing new highs, altcoins are showing breakout signals, and the "banana zone" — the most parabolic stage of a bull market — may be right around the corner. Retail is still mostly absent, which could mean we’re early in the final explosive leg.

✅ Bitcoin Outlook:

Key Highlights:

  • Bitcoin breaks $105K and is likely heading toward price discovery above $110K.

  • Ivan believes the move from $110K to $150K could happen very fast, driven purely by FOMO and no historical resistance.

  • No blow-off top yet, no retail hype — this is still an “early” phase by market psychology standards.

  • Market structure is "measured and mature", with long sideways phases shaking out short-term traders.

  • Big players are still buying, with another Michael Saylor buy announcement likely incoming.

  • Bitcoin dominance appears to be topping out, which could unleash the altcoin rally.

🚀 Altcoins: Fastest Horses Gearing Up

Key Highlights:

  • SUI is Ivan’s top watch: likely to break all-time highs soon and possibly go to $10 or more. Long-term speculation: even $30–$50 in the banana zone.

  • Solana is recovering fast with potential targets at $250 to $300.

  • ETH is showing signs of life again. If BTC dominance really rolls over, ETH could retake momentum — possible move toward $4.1K cycle high.

  • SUI vs. SOL is the key race: both are among the fastest majors, but SUI has led in most recent cycles.

  • Ivan sees this as the final year of the bull cycle, historically the most explosive for altcoins.

🧠 Macro and Sentiment Insights:

Key Highlights:

  • Retail still not here. Despite Bitcoin being at $105K+, YouTube/Twitter engagement is far lower than in previous cycles. This is a major bullish divergence.

  • Traditional finance is waking up. Bitcoin is outperforming stocks, gold, and tech indexes, reaching all-time highs in BTC/S&P, BTC/NASDAQ, and BTC/gold charts.

  • Mark Zuckerberg reportedly working on stablecoin integrations across Facebook apps — a major push by Big Tech into crypto.

  • US–China trade talks improving market sentiment. Stock futures are pumping, creating a bullish macro backdrop.

🏁 Cycle Positioning: The Banana Zone is Near

Key Highlights:

  • Ivan revisits historic "banana zone" rallies — when coins go 50–100x in months (e.g., MATIC in 2021, Nano in 2017).

  • Warns that the final stage of the bull run is where insane exponential moves happen fast, often in the last 2–4 months of the cycle.

  • Emphasizes the importance of rotating into strength, not clinging to underperformers.

  • Bitcoin cycles historically top around October–November, so now is the time to be fully in position, but ready to derisk later in the year.

🧭 Final Take:

Ivan believes we’re on the verge of the most explosive part of the cycle. Bitcoin is entering price discovery, altcoins are showing life, and the lack of retail involvement means the runway is still long. If BTC dominance breaks down, we could enter the “banana zone” — the final euphoric phase where fortunes are made quickly.

Lark Davis – Crypto Just Exploded [Here’s What You Need To Know] (09.05.2025 Summary)
Previous Post
Lark Davis – Crypto Just Exploded [Here’s What You Need To Know] (09.05.2025 Summary)