The Crypto Bear Market Is Ending (Explained In 5 Minutes)

Hinzugefügt: 2026-05-31

[00:00:00]This is the S&P 500 in price discovery.

[00:00:02]It is just breaking out all-time high areas while crypto is doing nothing and actually far from all-time high. In around five minutes in this video, what I want to do is I want to introduce you to and visualize with you maybe a new idea in terms of the cycle that I don't think you've seen. And I think when it comes to this S&P 500 chart, I'm going to show you something that's going to blow your mind because I don't think you've seen it. And I want to try and do this in like 5 minutes. So, let me start here with this post. S&P 500 all-time high. Bitcoin down 36% from all-time high. If you go S&P 500, it's cruising to the upside right now. You go to a Bitcoin chart on the monthly chart, you can just see from all-time high, it is true. Bitcoin is down right now like 394%. That's happening. What I want to do is I want to show you something from a cycle perspective.

[00:00:56]I've been tracking for quite some time, all year now, this idea of a postquantitative tightening dip. This is on the weekly chart. I have all my reference posts right here, and there's probably more, but just talking about this post-quantitative tightening normalization phase. What I want to do as a framework before I show you this insane S&P 500 chart as it relates to crypto, I want to just show you this brief video clip. This is from February.

[00:01:25]Ben was on the channel and I was discussing this postQT normalization thesis that I have. Check this out. And then quantitative tightening ended in July of 2019. I talk about this a lot.

[00:01:37]I'm just curious of what you think here.

[00:01:40]Post QT, we dipped. And this is kind of where I think we are now. Like we had record-breaking QT that just ended in December. I've been saying be ready for a post QT dip. It happened in 2019. So, >> right, >> I think like we're more here, >> right? That's like what my that's that's where I've been and I've been saying we're in that type of dip now. So, let me just first say this is actually this video is going to be short, but it's a very important update in terms of my macro thesis because this entire year I've been talking about the post QT dip.

[00:02:12]Be ready for it, prepare for it. This normalization phase that we've been in, I think is coming to an end and I want to say that that does not come without volatility. this pattern that we have, this setup on Bitcoin, we could go to the lower 60s. We're going to track that. But from a macro perspective, now talking about postQT normalization phase and the dip all year, I think we're coming to the end of that phase. Here's what I want to discuss with you on the S&P 500. It gets crazy. And keep in mind, this postQT dip theory is a part of the more macro theory, my business cycle theory. That is to say, when we have the blue line, the business cycle and PMI expanding, we've gotten cryptobull markets. When it contracts, we get cryptobar markets. Expand cryptobull market. Contract bare market.

[00:02:59]We've had record setting contraction of the PMI. Therefore, record setting suppression of the crypto cycle. This is what I think is about to end as well.

[00:03:10]We're going to have expansion in the business cycle and a bull market that I don't think a lot of people are ready for just yet. S&P 500 all-time high.

[00:03:19]Bitcoin down 3940%.

[00:03:23]Let me show you something. If I zoom out on the S&P 500, reason being I'm talking about this postQT dip right now because if you go back to last cycle, right, because we're talking about on the Bitcoin chart, I'm talking about, you know, I think we're like back here post QT dip in that range. Look at S&P 500 December 2019 actually on this monthly chart in price discovery at that moment month after month after month breaking out to new all-time highs.

[00:03:55]December 2019. You know what Bitcoin was doing in December 2019? It was right here. There's December 2019.

[00:04:04]Not 40% from all-time highs. Bitcoin 60% from all-time highs at that moment. S&P 500 going crazy, Bitcoin down 60%. Right now, S&P 500 going crazy, Bitcoin down 40%. Do you see that insane visualization and that insane connection? It's right in front of our eyes. And that is at the confluence of the business cycle getting ready to expand I think as well as I think towards the end now of the postQT normalization phase that we had back here in 2019. This is what it looks like on the monthly chart for Bitcoin. This is what it looks like on this monthly chart in in the current day post QT.

[00:04:50]We've only had two of these QT quantitative tightening environments.

[00:04:54]This one recently ended in December 2025.

[00:04:58]So with that being said everybody, I just wanted to present that picture to you. Not to say that this is exactly this is it. This is going to happen this way. This is just my theory. And maybe four-year cycle people will be the ones that are right and I'm completely wrong here. But I wanted to present this data to you as powerfully and as quickly as possible. And I just saw the S&P 500 just correlation and that is all-time high right now postquantitative tightening normalization and it was all-time high back here 2019 postQT normalization. We've been here before both times crypto looking absolutely terrible against traditional markets like the S&P 500. So these are my thoughts everybody. Hit the subscribe, hit the like. I appreciate you watching.

[00:05:44]I'll see you in the next video. God bless.