2/ The $BTC/pokemon_psa_total_mc chart suggests that the ratio might go back between 25-50. This aligns with the anticipation of an alt season and a risk-off environment, which could catalyze a massive influx into Pokemon cards via tokenization. The prediction here is a final extended wave of mania driven by nostalgia and renewed interest in the Pokemon franchise. This is a reconstruction of the Pokemon PSA cards market cap using data points of prices and pops of the main cards.

Kabuto is King 👑 #KABUTO

$BTC is 10Mx bigger than all Kabuto fossil Unlimited Pokémon cards combined. At peak that ratio hit 100M. Now under 10M — already a 10x compression as Kabuto appreciated. Currently sitting just under a multi-year distribution range. If this breaks toward 1M, that's another 100x compression. Kabuto closing real ground on BTC market cap. Absurd chart. Real data. #Pokemon #CrossAsset

Charizard's total market cap has been holding above the top of its macro range vs MicroStrategy. MicroStrategy has $MSTR on every portfolio manager's radar. Charizard, especially vintage ones, have 30 years of scarcity, and interest in collectibles investments is skyrocketing. Weird comparison? Maybe. But what matters is comparing 2 of the best performing assets in recent years. @OmniaChart #Charizard #CrossAsset

Rolex market cap vs Gold market cap. Ratio topped around 0.1 of Gold's MC around 2000 and since then it's been compressing on what appears a classic ABC, with C wave corresponding to the recent gold price increase in last years. Most people don't think of watches as an asset class. But the collectible watch market has a measurable total market cap, and you can chart it against gold. Currently watching whether this ratio holds its recent structure or gives back more ground to XAU. Holding here means starting a long term trend back towards 0.1 or even 0.25-0.33 of this ratio. $XAU #Rolex #Gold

Total meme coin market cap vs NVDA — charted. 21 meme coins combined, measured against NVDA's market cap. This ratio hit 0.2 back in 2021. Then a full ABC correction unfolded. Now it's retesting the exact level of the accumulation range broken in 2021. Ratio under 0.01. A decade-long boundary being re-tested right now. If memes hold here and start recovering ground against NVDA, we're looking at a sector-wide shift. Memes will come back hard when no one expects it. $DOGE #Memecoins #NVDA

Coinbase/BTC market cap ratio hit roughly 0.01 in 2018, topped at 0.33 in 2020. I think a macro ABC is gonna unfold, and we might have an other push of this ratio from 0.0333 up to around 0.1... then macro C wave might unfold with a target 0.01-0.005 range on this ratio, at base wave 4. That's 50-80% lower from here. COIN going up in USD doesn't change the story. BTC compounds harder. But in the medium term it might still act as a beta play. $COIN #BTC

NFT blue chips sector MC still under the reaccumulation range, but looks like spring is about the end — macro wave 5 igniting? If lower boundary of the range is regained, the setup looks like a classic reaccumulation before expansion. Not a lot of people track the full blue chip sector in aggregate. That's the angle IMO. $PUNKS #NFT #CrossAsset

Rolex Daytona wrt Gold kg price — wave 4 close to a bottom at lower boundary of the channel! Luxury watches vs physical gold. Most people wouldn't think to chart these two, but I think it's a bit like charting NFTs wrt BTC or ETH. Wave 5 target is 1-2x a kg of gold for a Daytona — sounds absurd until you look at where it's been before, with that top around 0.7-1 around 2000. $XAU running its supercycle while Rolex sits depressed in ratio terms. Could be a slow wave 5 setup over the next 10-20 years. Worth watching if you want a long term beta play of gold! #Rolex #Gold

6 months later, update on this thread: BTC MC: $1.60T Pokemon PSA total MC: ~$3.0B Ratio: ~500 The catalyst — tokenization rails — is finally landing. $CARDS, Phygitals, Beezie all shipping. It would be crazy but I think 10-20 level of this ratio could happen in next years.

$ALGO wrt LTC marketcap is hovering right under reaccumulation range, ready for a jump across the creek, looks like a retest phase after long lasting spring, before real uptrend starts! Range top was 2.5, channel ceiling at 10. Whether the quantum-resistant narrative or RWA flows push it, the ratio setup is there. #Algorand #RWA