@benjamincowen is about to become the biggest case study of this cycle.
He's sharp. Experienced. But his 4-year cycle thesis? Looking shaky.
I've been saying it since Q1 2025: this wasn't a bull year. $BTC closed red. Most alts bled double digits. ISM stayed under 50 all year.
Ben's calling for a bull trap and new lows. He might be right. Or not. Either way, I'm not writing him off if he's wrong—dude's still one of the best.
But here's what you need to understand: Mr. Market doesn't care about your thesis.
My crypto calls were based on global macro, especially US indices. SPX ripped while crypto bled. My bags bled too. That's the game.
I didn't sell a single token in 2025. No altseason = no exit. Instead, I loaded up in June when $ETH hit $1500. Me and my followers stacked top 100 quality plays.
I'm not fighting the tape. But on a 2-3 year horizon? The setups are screaming.
Remember the only framework that matters:
Accumulation → Rotation → Distribution
If you can't identify where we are, you're exit liquidity.
He's sharp. Experienced. But his 4-year cycle thesis? Looking shaky.
I've been saying it since Q1 2025: this wasn't a bull year. $BTC closed red. Most alts bled double digits. ISM stayed under 50 all year.
Ben's calling for a bull trap and new lows. He might be right. Or not. Either way, I'm not writing him off if he's wrong—dude's still one of the best.
But here's what you need to understand: Mr. Market doesn't care about your thesis.
My crypto calls were based on global macro, especially US indices. SPX ripped while crypto bled. My bags bled too. That's the game.
I didn't sell a single token in 2025. No altseason = no exit. Instead, I loaded up in June when $ETH hit $1500. Me and my followers stacked top 100 quality plays.
I'm not fighting the tape. But on a 2-3 year horizon? The setups are screaming.
Remember the only framework that matters:
Accumulation → Rotation → Distribution
If you can't identify where we are, you're exit liquidity.