🐺BTC ALL TIME HIGH INCOMING???

DID YOU SEE THAT COMING?

Because we didn’t… but we were ready for it.

What a wild week. After three months of noise, chop, and fakeouts, the market is now right back at new all-time highs. Did anyone truly see that coming? Probably not. But if you’ve been following this newsletter, you know we stayed generally bullish, even when sentiment was at its worst.

When everyone’s bearish, you stay bullish.
That’s been the call. And it's working.

RISK APPETITE IS BACK

So just like when everyone’s bearish you stay bullish, we also need to be cognizant. The chart below shows risk appetite turning back on. Instead of retreating from risk, the market is leaning into it again. That could mean some surprisingly bright days ahead… yes, even now.

Not EVERYTHING is going to work anymore. We might very well be back to a stock picker’s market if you want alpha. But there is still a lot of juice left to squeeze on certain names.

We’ve stayed long high-beta names, including our favorite sleeper-turned-star: $HOOD. The new Wall Street darling. If you want to turn up the heat, Rex Shares launched a 2x Robinhood ETF, $ROBN, and it’s been on fire… up 63% in just one month.

And here’s the kicker… the Fed is only expected to cut rates less than two times this year. Expectations are that low.
We flagged this back in our June issues: earnings yield and policy expectations were setting up for upside surprises in Q2.

Now look where we are… more bad expectations = more bullish setup.
If the Fed ends up cutting more than forecasted?

The above chart shows that there is a 27% probability that the Fed

You better believe $SPX could run to 7000.
And Bitcoin? We’re thinking $150K is absolutely in play.

We are perfectly positioned into a new $BTC all-time high.

So with that, let’s lock in the final details on our $BTCL setup, courtesy of Rex Shares…

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