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Gold L+VL Cycles

·         Looking at the L+VL cycle composite, the bigger ABC looks plausible.

·         VL cycle composite (not shown) has a cycle trough in 2028.

🚨 BIG UPDATE: @Sui has reached 2.5 million TPS on Mainnet using Programmable Lightning Tunnels.

The AI Agent vs. AI Agent stress test is now underway.

If these results remain consistent, this could become one of the most impressive Mainnet performance demonstrations the crypto industry has ever seen.

Bullish for $SUI

Update: $WLD is up +24%

$WLD has successfully bounced from the support zone (green box) we discussed earlier. However, the price is currently facing resistance at the 182 EMA, meaning a retest is still possible before the next leg up.

The nearest retest zone is around $0.34-$0.30. If you’re still holding $WLD, this is an important area to watch.

If $WLD manages to break above and hold $0.453, it could open the door for a move back toward the previous highs in the $0.57-$0.71 range.

As always, manage your risk and position size accordingly. ✊🏻💎

A picture is worth a 1000 words:

$PEPE is up +21%, following the strong momentum from $BONK and $FARTCOIN.

Today, $PEPE rallied 21% from my OTL entry, even though I allocated only 1% of my @SliceApp portfolio to the trade.

July is starting to look like the month where memecoins take the spotlight again.

The big question now: Will $PEPE break out of its Falling Wedge pattern?

If it does, the move could be explosive.

As for memecoins that haven’t made a significant move yet, I’m still watching:

• $WIF
• $PENGU
• $GOAT
• $MOODENG

I’ve already shared my OTL thesis on all of them previously.

The memecoin rotation may just be getting started.

Gambling mode ON $THE ?

"just buy a little bit, take a risk."

The S&P 500’s long-term internals are flashing warning signs most people are ignoring.

Cap-weighted vs equal-weighted correlation just hit a record low of 78% (average is 96%).

At the same time, the High-Low Logic Index is extremely elevated.

Historically, this combination has preceded nasty corrections.

Goldman Sachs Research says gold should rally in the 2nd half of 2026 as 45% of the 76 central banks expect to increase their own gold reserves over the next 12 months.

I agree. There will be Gold O'clock time soon.

Has the Semiconductors Index Peaked?

Cycles think so.

What is your assessment?

🚨 BREAKING: $SUI is launching a public Mainnet experiment on July 4.

Anyone will be able to log in with just an email and send fully sponsored transactions through “tunnels” as the network attempts to reach 1,000,000 TPS.

If successful, this could become one of the most ambitious real-world performance tests ever conducted on a live blockchain.

I run an experiment on X

I shared a post with the inverted long-term WTI chart, hiding the reference to it and the prices, and I asked my audience on X a simple question: whether they believed that chart was bullish or bearish. 60% replied bearish and 40% bullish.

However, if you look at the money managers' surveys asking whether people are bearish or bullish on oil ~90% will answer bearish (and they are positioned accordingly)

This proves how the current oil prices are almost entirely driven by expectations based on a misleading mainstream narrative that we know is totally detached from any fundamental

Update: $GRIFFAIN

Price is currently trading at a key support zone (green area), which has acted as a strong base multiple times in the past.

As long as this support holds, the probability of a rebound remains high, with potential upside following the path shown on the chart.

A simple stop-loss is placed at the red level ($0.0061). If price closes below that level, the bullish setup is invalidated.

Low risk, attractive reward. As long as support holds, I remain bullish on $GRIFFAIN.

Why I Bought $PYTH 👇

• It’s part of the Solana ecosystem $SOL, which I believe still has strong long-term growth potential.

• The team has started using protocol revenue to support token buybacks through the PYTH Reserve, creating a direct link between network adoption and token demand.

• Major token unlock pressure is largely behind us. While some scheduled unlocks remain, the next significant unlock event is not until 2027, reducing near-term dilution concerns.

• Pyth is one of the largest oracle networks in crypto, providing real-time market data across more than 100 blockchains and hundreds of applications.

Because of these factors, I believe $PYTH still offers an attractive risk/reward profile for the medium to long term.

Not financial advice. Always do your own research (DYOR).