November Subscriber Q&A - Video Recording
We had a great rip this week, covering: Timing the bottom, 2026 outlook, and why bear market consensus might be "too convenient".
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.
Premium Members will find the full Q&A video below. Consider upgrading to premium today to unlock the the content!