2 weeks ago
15
Key takeaways:
- $2,500 separates current price from the level where the rule has never failed
- Prediction markets: 62% chance BTC reclaims $90K in 2026, 44% chance of $100K
- Weekly crypto fund inflows: $1.4B.
- Spot Taker CVD (90-day) flipped buy-dominant.
- Prior green CVD periods in 2024 and 2025 preceded significant price strength
- CVD not yet at 2024-2025 intensity.
- Pompliano and ProCap Financial both increased Bitcoin holdings through the drawdown
Anthony Pompliano made a specific claim this week: every time Bitcoin has recovered 30% from a cycle low across the past thirteen years, it has never gone back to revisit that low. Six instances. Zero exceptions. He placed the current threshold at approximately $80,000, the price level that represents a full 30% recovery from the drawdown bottom.
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