Brent Johnson retweeted
Large timeframe 200 and 800 day EMA TA for #Bitcoin, #Ethereum #Solana and #SUI
$BTC 200 is $85800 and 800 is $59400
$ETH is sitting on the 800 EMA now if its lost expect sub $1800.
$SOL lost the 200 and the 800 is sitting at $128
$SUI lost the 200 at $3 and the 600 is at $1.78 (SUI is too new to print a 800 day EMA)
Before any significant move up the exchanges will manipulate the prices between the 200 and 800 unless buying pressure prevents it which is rare.
Brent Johnson retweeted
Bitcoin fixes this.
A bitcoin reserve could be audited any time 24/7 with a basic computer.
It’s time to upgrade our reserves.
Brent Johnson retweeted
If you're angry or depressed with the current price action, now is the time to fight it with reasoning:
— We had the largest leverage wipeout in history, over $10B liquidated
— Except for Bitcoin & Majors, everything is -50% to -90% from December highs
— Majors are a minimum of 30% below recent highs
— Trump is potentially launching a Bitcoin ETF
— Team Trump is actively investing in Crypto
— We will finally have a friendly SEC
— A Bitcoin Reserve will happen in the coming months
— The US Economy is strong
— We've never had such a good environment for Crypto
— Stablecoins are capturing the attention of very important people with power
While I don't know if this is the bottom and am still not bidding, I believe that shorting now is reckless.
If you have no idea what to do with your portfolio, then be honest with yourself and replace the stupid coins you have with good coins.
Brent Johnson retweeted
This is the only thing you need to read about tariffs to understand Bitcoin for 2025. This is undoubtedly my highest conviction macro trade for the year: Plaza Accord 2.0 is coming.
Bookmark this and revisit as the financial war unravels sending Bitcoin violently higher.
Brent Johnson retweeted
If you're confused about what to do in this part of the cycle then go back to the basics
Core: $BTC $SOL
Speculative: 5x and 10x coin
Ammo: Stablecoins
$BTC and $SOL should represent at least 50% of your portfolio, for a lower-risk/good reward exposure.
The speculative allocation should be around 30% and have a higher risk profile.
Here's a misconception about risk:
Higher risk doesn't mean it should be degen, it just means it should be an investment into an asset badly mispriced against its fundamentals. The risk is in the market not seeing this like you do.
Some coins worth looking into are $ai16z $arc $hype $ena $ray.
The ammo: hold some stablecoins for buying the dips or high-risk bets.
Also, make sure to farm obvious big airdrops like @_kaitoai, there's no reason not to have an account in a protocol that incentivizes you to study, learn and create good content and research pieces.
This may seem like a conservative portfolio but keep in mind BTC is 7x off the lows and 50% of CT didn't outperform it.
Do less, make more money.
Brent Johnson retweeted
The beatings in LT USTs will continue until the USD is weakened.
With 125% debt/GDP, 7% deficit/GDP, & US receipts sensitive to 10y ylds, US rates will hit a level that causes UST mkt dysfunction well before foreigners run out of $8.5T in USTs to sell to defend their currencies.
Brent Johnson retweeted
The artist Leonid Afremov passed away on August 19, 2019. Now the Afremov family is liquidating the remaining oil paintings collections. Prices start at $139. Thank you for your support afremov.com/art-liquidation-…
Brent Johnson retweeted
Sold the house to buy more #Bitcoin. Legendary 🔥
Brent Johnson retweeted
People - these big flushes in crypto are perfect for determining the ones to invest in. The cryptos that come back the fastest are the ones to fully invest in. Do the work. The ones that struggle to rebound. DUMP THEM.
They not your responsibility to hold.
Brent Johnson retweeted
The US has been at this level of debt to GDP ratio before in the 40s - it took 30 years to correct. They used "coming off the gold standard" to monetize the debt last time, this time around I expect its crypto that will be used for the great debasement.
Brent Johnson retweeted
How many hours a person in USA needs to work to buy a house:
- 1950: 4,400 hours
- 1970: 12,000 hours
- 1990: 21,000 hours
- 2010: 21,000 hours
- 2024: 33,000 hours
Brent Johnson retweeted
Since January 2020 the debt has ballooned by 50% from $23 trillion to $35 trillion.
Interest on the debt is also skyrocketed with higher rates, averaging around 5% lately.
Interest on the debt is on pace for $1.5 trillion next year, about 30% of all govt revenue collected.



































