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Sovereign Wealth ₿ | Sovereign Intelligence τ Quamfy
Feb 18 13 tweets 5 min read
There are at least 10 reasons why there's a high probability four year cycle bears are wrong.

All that seems to support their 4 year cycle at this point is a calendar model and dogmatic belief.

Why this time is different & the macro setup 👇 Image DXY

Every other cycle peak saw the DXY put in a low and go higher, taking crypto into a bear

Bears think that will happen again

The DXY has already closed a monthly below its multi decade trend

This breakdown is even clearer when you look at 85% of the DXY basket excl. JPY Image
Image
Nov 18, 2025 10 tweets 2 min read
The 4 year cycle was never driven by the halving

It's driven by cyclical macroeconomic expansion/contraction

The copper/gold cycle has the EXACT same 4 yr cycle as $BTC

They're both driven by the same factors. NOT the halving

This is fooling many to think the top is in
🧵👇 Image The economic shift causing copper to outperform gold is the same force that drives Bitcoin parabolic price action.

The halving just so happened to coincide perfectly from bottom to bottom of 2016 + 2020 (2012 less so) copper gold cycles.
Aug 10, 2022 22 tweets 5 min read
A big picture view of why $QNT is the next big technological breakthrough in crypto since $ETH

A small Quantribution 🧵 Some of the best tech is inspired by and borne of the intelligence and complexity of nature, and Quant has drawn on this to the highest level.