$WLD I've had a few questions here, so here's a thought on the HTF horizon: We've bounced 40% from the activation trigger indicated above, now entering an important range. For a bullish continuation, I see two scenarios: a breakout and consolidation above the box, or a pullback to the previous Bos, which we broke at 0.4143 (the maximum of the pullback to avoid missing the macro breakout). Weekly, if we're seeing a real change in the HTF trend, the target levels are divided between the HTF VaH at $1, and then the two price ranges highlighted in the two macro boxes above. I'll update this situation as it happens

$UNI Not a coin I like to trade, but if it breaks the white box, I might go long

$LTC we are recovering the February low, on the 1h the trend is changing and it doesn't look bad, a pullback/sweep below the lows and a quick recovery would be an interesting long trigger to test the price at around $49, let's see

$HYPE 28% from the pullback indicated above, another great execution🎯

$HYPE well it went well I'd say✍️

There's currently zero liquidity in cryptocurrencies, and all the interest is in the SpaceX IPO, $SPCX. A couple of thoughts on the IPO: I haven't had time to research it further, but from what little I've seen, the market cap is 1.75T, the IPO price is $135, $75B raised, and the P/S is 94x, one of the highest ever seen for a large-cap launch. Key numbers from Q1 (2025): Revenue: $18.7 billion ( 33% YoY) → Starlink: $11.4 billion (61%, 10.3 million subscribers) → Launch: $4.1 billion → AI (xAI): $3.2 billion Adjusted EBITDA: $6.6 billion (Starlink cash cow) Net loss: $4.9 billion (Q1 2026: -$4.3 billion) Huge capex: ~$20 billion (Starship AI orbital data centers) SpaceX reported TAM: $28.5 TRILLION (space connectivity AI). 1) Starlink, the most valuable asset, according to the data that emerged: - approximately 9 or 10 million users - already profitable business - Q1 operating profit = 1.19B Assuming that in 2035: - 50M users - average ARPU $40 - revenues 24B 50M x 40 x 12 = 24B, Starlink alone could be worth over 216B 2) Launch business: relatively small market, even doubling or tripling launches: future revenues 20/30B, high margins; Estimated value = 150/300B 3) Starship, here's the real crux: The market is placing enormous value on something that isn't yet economically proven. 4) Orbital AI, the most speculative asset, probably worth zero today, but the market is valuing it at around 200B or more. Silly question: what does $SPCX have to do to be worth 1.75T today? Assuming a future P/E of 25x, a required return of 10%, it should reach annual earnings in the range of 60/80B by the mid-2030s. So what are we buying here? Starlink dominance, Starship's commercial success, leadership in space launches, future businesses related to AI and space infrastructure. The question I ask myself is, how much success is already in the price? We're betting that the future imagined by Musk will almost entirely come true.

$XRP for a new long scalp, now I would wait for a sweep below the February lows, where we have a confluence of OB FVG FIB, a reclaim of the lows and consolidation, that will be the trigger

Today was a quiet day, with two long scalps gaining ground on $BTC and $XRP. As for $SOL, I'd be more interested in an entry like this, a confluence of OB FVG FIB on the 1h, perhaps after a clear break of the February low followed by a retest in the indicated zone to scare retail and fill the gap. Let's see👨🏻‍💻

Plan of the week📌 $BTC is in a significant range. People at 80k/77k were shouting "buy the dip," now 59k/62k is screaming "immediate nuke." I don't think that's the case, but we'll wait for tonight's weekly close for clarity. However, I think there's a good chance of going long towards 67k/70k in the next few days/weeks. My triggers are two: a supply sweep around 57.7k/58.5k, and a recovery or reclaim of 63k, consolidation above and up towards the aforementioned range.

$BCH I opened a swing long here, and the price has started to hold above the 50 SMA on the 2-hour chart after over a month, now testing the 100 SMA above it as well after tonight's news. The bands are glowing green on the 2-hour/3-hour charts, and currently also on the 4-hour chart (we'll see if it holds). Clear bullish divergence on the 4-hour chart, price between VaL and multi-year PoC on the weekly chart. Honestly, I don't know if we've hit a local low; we're still in a general bear market. I don't trust Trump or the US-Iran deal, but the R/R here is too favorable not to try and risk a small position, thanks to the enormous profit potential (obviously, I'd take profits gradually). We'll see

Evening thoughts💭 We had moments when we had to step on the gas, which we did, now remaining cautious with small positions and quick scalps. Total2 aggressively broke support and found a temporary lifeline at the February lows, interested in a few purely long scalp positions in the coming days, preferably retesting the February lows, consolidating and moving up a bit to perform some scalps, like those done today on $BTC and $XRP. $USDT and $USDC encountered resistance in a significant area, but as long as it remains above the white box, perhaps retesting it and rising, it remains largely in a bullish trend and therefore bad for the sector. Avoiding aggressive positions until we have clarity, opting for significant shorts on some selected cryptocurrencies, especially if/in conjunction with retests plus rejection on Total2 and other general charts. I shared my thoughts on $BTC in my article yesterday ( if you missed it, check it x.com/fbsferock/status/20636… ) Protecting capital, especially after huge gains, remains the key issue until we have a clear and definitive situation.