G’day Folks,
Thank you once again for another amazing batch of questions this month! As usual, we tried to get through as many as possible in this ~1 hour video session, and focused on the topics which had the most interest and up-votes.
In this Q&A, we dig into:
James’ current market read
Timing the bottom: How long the “hammering out” process will likely take and discussion what might be in store for 2026.
Bull/Bear cycle analysis & market sentiment: Is the bear market consensus “too convenient”? Plus, a hindsight look at what topping signals the market might have missed.
Asset strategy: Fresh thoughts on MSTR and STRC, and whether asset tokenisation or Gold poses a threat to Bitcoin.
The counter-thesis: We “steelman” the case against Bitcoin
Technical signals: Interpreting Signal V2 behavior and looking at liquidity catalysts (eSLR) for a potential year-end melt-up.
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