👀 New Thesis: Bull Run Ends Mid-2026

PLUS Tari mining is live! Here's how to join:

May 07, 2025

GM, it’s looking good (for now). 

Fresh global liquidity numbers from CapitalWar’s Michael Howell show a rapid uptick, driven mainly by China’s aggressive easing cycle. That backdrop is a long‑term win for risk assets.

Howell’s key takeaway, though, is that Trump’s tariff theatrics have stretched the liquidity cycle, now projected to peak around mid‑2026. If Bitcoin chopsolidates through this summer without losing the April lows, the second part of the bull run is likely yet to come.

This thesis is also supported by gold, which is constantly reaching new historical highs. Previously, the most rapid appreciation of BTC happened just after gold finished its run.

In the near term, expect volatility during today’s FOMC show at 2 p.m. EST. No rate cuts are expected, but a bullish presser could send Bitcoin flying. Remember, though, that any massive upside moves could still be smacked back down and cause the gigantic range to continue, especially if BTC loses $95.5k.

Overall, things are looking positive, though. Trump announced trade talks with China to happen later this week, which could resolve the current main pain point for markets.

Also, somewhere along the line, we should expect a so-called ‘earth-shattering’ announcement from the Orange Man himself. True to his current crypto shitcoiner form, he’s dropping an announcement of an announcement—classic.

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SOL/USDT 1D Binance

SOL is showing a lot of strength and is sitting on a major volume node support level at $145. I suspect the edge-to-edge trade plays out to the $200 cloud top area. Trenches degeneracy is continuing to ramp up. It started with old cex-based memes making a comeback (Fartcoin ripped first, Popcat is still running, Chillguy has had a good run), but now we’re starting to see new memes run up close to $100m within a matter of days.

Trenches volume is good for the base asset, and there are also fundamentally interesting things happening. SOL has its own version of Strategy now, and they’re also addressing the long-time MEV issue. This is all bullish for manlet chain revival.

Come by the Lucky Luke Discord channel for comments, to roast my picks or to pump your own bags. All banter is welcome any time!

DeFi is not only here to stay, but to shine. One of the best places for DeFi currently is Sonic. Tune in to our Sonic Summit live stream TODAY.

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Many see Tari as the most promising Proof of Work blockchain after a long time, and I will definitely participate in mining some precious XTM. The first 15 days should be the most profitable, and it’s super easy to download the mining application and use it even on lower-spec devices.

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To save you doom scrolling.

Moggers mog.

It’s a tricky day today! I would stay off leverage until this week resolves.

Possibility of dart maul candles = high.

stay safe homies,

Hix0n 🫡

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