THE RICHEST MAN IN THE WORLD FULLY ENTERS THE AI COMPETITION
👀NVIDIA is funding Elon Musk's new SUPERCOMPUTER as if it were an oil well
💥CHIPS are now a FINANCIAL ASSET
What does this mean and why is it so important⁉️
🔸xAI (Musk's artificial intelligence company) raised USD 20.000 billion in a historic round 🔸The goal: to build “Colossus 2,” an AI supercomputer in Memphis 🔸But the truly novel aspect is how this project is financed 🔸Part of the investment is traditional (equity), but the other part is debt backed by GPUs from NVDA
👉This means that NVIDIA chips, the computing units, are used as collateral, as if they were real estate or bonds 👉NVIDIA not only sells the hardware: it finances it, retains part of the project (in this case xAI) and ensures its long-term control
💡It’s a structural change: computing power is now treated as a commodity. Chips are the new oil
And what impact does this have on financial markets and $BTC ⁉️
▪️NVIDIA's shares reacted positively because this financing model turns every agreement into a source of secured income and strategic stakes ▪️With such a strong concentration in the SP500, NVDA's rally sustains the index almost on its own ▪️And most importantly: this move confirms that the narrative of artificial intelligence is still alive and with more capital than ever
Why does this matter for #Bitcoin⁉️
📍Because each new “supercycle” of innovation (like the internet or the .com one) attracts trillions in liquidity and boosts financial markets 📍Bitcoin historically benefits from those environments of excess capital and financial optimism
SHORT WORDS: $BTC is following Samuel Benner’s legendary financial cycle chart (1875), which marks 2026 as a “B” year – Good Times, High Prices, Time to SELL. 🔹 Current bullish uptrend aligns perfectly with the cycle prediction 🔹 Past “A” years = panics, “C” years = accumulation (2023–2024 buying zone) 🔹 Next stop: Euphoria & Peak Valuation in 2026 🔹 Technicals + Time Cycles = Edge & Alpha How the Benner Chart Works: Line A: Panic years (market crasheIs). Line B: Boom years (best time to sell assets). Line C: Recession years (prime for accumulation and buying). ⚡ Smart money doesn’t chase pumps—they follow the cycle.
DETAILS: The Benner Cycle is a 19th-century market theory, adapted by some crypto investors, that suggests market crashes and peaks occur in predictable cycles. While it has shown some alignment with past major market events, its accuracy for modern crypto markets is widely disputed. What the Benner Cycle is Origin: Developed in 1875 by Samuel Benner, an Ohio farmer and businessman who lost his wealth in the Panic of 1873. Mechanism: Based on his observations of recurring cycles in agricultural commodity prices, Benner created a forecast chart extending to 2059. Phases: The cycle divides market history into three repeating phases: Line A (Panic Years): Periods of market crashes. Some analyses suggest Benner predicted a panic year in 1927, near the 1929 Great Depression, and 1999, which aligned with the dot-com bubble. Line B (Boom Years): Periods of high prices, considered the best time to sell assets. Recent interpretations suggest 2026 is a potential boom year for crypto. Line C (Hard Times): Periods of low prices and recession, considered ideal for buying or accumulating assets. For example, 2023 was widely seen by Benner proponents as a good year to buy crypto. Why investors use it for crypto Alignment with Bitcoin halving: The prediction of a 2025–2026 crypto peak aligns with the typical multi-year bull run that follows Bitcoin's four-year halving cycle. Long-term perspective: The cycle provides a macro-level roadmap for investors interested in timing long-term entries and exits, offering a simple narrative for market behavior. Emotional cycles: Some investors believe the Benner cycle effectively mirrors the emotional cycles of markets, driven by human behavior and investor sentiment, particularly in the highly volatile crypto space. Criticisms and risks of the Benner Cycle Outdated foundation: The cycle was developed based on 19th-century agricultural data, which has little relevance to today's complex, globalized financial markets influenced by technological disruption, quantitative trading, and central bank policies. Inaccurate predictions: The cycle has notable misses. For example, it predicted a panic in 2019, but the market didn't crash until the COVID-19 pandemic in 2020. It also predicted hard times in the robust economic year of 1965. Oversimplification: Critics argue the cycle oversimplifies market dynamics by ignoring geopolitical events and other factors that influence asset prices. Veteran trader Peter Brandt called it a distraction, arguing it lacks value for making actual trading decisions. Cognitive bias: Belief in the cycle can be a result of cognitive biases like the post hoc fallacy (claiming a delayed event fits the prediction) and confirmation bias (remembering hits while ignoring misses). Not a guarantee: Financial experts caution that the Benner cycle is not a foolproof forecasting tool and that market dynamics are unpredictable. It should not be the sole basis for investment strategy. FOR APPRECIATION: FOLLOW, LIKE & SHARE THANK YOU #InvestSmart #BTC #MarketPullback
📈 The STRENGTH of the #crypto market does not come only from #Bitcoin What are the data showing us⁉️
🔹Massive accumulation in #Bitcoin
▫️All categorizations of BTC by wallet size (from retail to whales) are accumulating ▫️Even wallets with >10K BTC (WHALES) have returned to the accumulation level of December 2024 ▫️This indicates widespread CONVICTION in the current bullish cycle
🔹Entry of new buyers into Ethereum
▫️Since July, "first-time buyers" of $ETH have increased their holdings by +16% ▫️After months of capital outflow, genuine interest is finally returning ▫️New investors are joining, not just short-term speculators
🔹 Ongoing rotation: altcoins vs $BTC
▫️According to Glassnode, all sectors of digital assets are outperforming Bitcoin ▫️From AI tokens to web3 infrastructure, all are yielding more than BTC ▫️ETH is leading this shift, typical of an altseason
📍The market seems to be entering a NEW phase of the bullish cycle
$BTC #TrumpBitcoinEmpire Taking into account the previous two bullish markets of Bitcoin, this cycle could END in less than 100 days. What would happen to the altcoins⁉️
👉If this occurs, the PEAK of $BTC would be in October. In any case, past returns do not guarantee future returns. The cycle can be extended 👉Previously, we saw that NONE of the 30 indicators shared by Coinglass, which serve to anticipate the peak, were signaling the end of the cycle 👉It is KEY to closely monitor those indicators
What is one of those indicators that can help⁉️
▫️All are useful and it doesn't hurt to consider them. The SOPR has a good track record ▫️Historically, when the SOPR LTH reaches the red zone, it is a sign that the END of the cycle is near ▫️As you can see in the chart, for now it is FAR from reaching that zone
What would happen to the altcoins⁉️ Timeline of the last cycle (2020–2021):
$BTC reached its ATH on November 10, 2021, at $69K $ETH also reached its ATH that same day
👉Many would believe that when BTC and ETH reach their peak, it is because the profits are reinvested in altcoins, but that is not the case, or at least it wasn't
$ADA reached its ATH in September 2021 $SOL on November 6, 2021 $SHIB on October 28, 2021
📍If history repeats itself, the altcoins would reach their ATH BEFORE #Bitcoin and #Ethereum 📍The big question is: Will the cycle EXTEND or will the PEAK come in about 100 days⁉️
I bring you GREAT NEWS about #Bitcoin, #Ethereum, #altcoins, and #NFTs 🚀The #crypto market keeps growing👇
✨News about $BTC and $ETH: 🔹This is the month with the most REVENUE in the history of U.S. ETFs 🔹So far this month, over $9 TRILLION has entered through BTC and ETH ETFs 🔹The surprising thing is that there are still 7 days left in the month
✨News about #ETH: 🔹Last week, ETH ETFs recorded the LARGEST weekly money inflow in history 🔹Over 588,000 were purchased, valued at $2.17B, in just 1 week 🔹That's nearly 17x the historical average of weekly purchases and more than double the previous record
✨News about #altcoins: 🔹The volume of altcoins on Binance reached $100 billion in a single day 🔹This is the highest level since February 3rd and indicates GREAT interest in altcoins 🔹This coincides with searches for the word #altcoin on Google SHOOTING UP to a 4-year high
✨News about NFTs: 🔹The NFT market was the hardest hit in the #crypto industry 🔹However, they are beginning to resurge. In the last 7 days, we saw an increase in the number of active holders and recently traded NFTs 🔹The trading volume increased from $11 million on July 1 to $32 million on July 21 🔹This data may give hope to the market that suffered the most during the bear market
📍A RECOVERY is observed across the entire #cryptocurrency market, not just in BTC, which was what had been observed