CodeMonkey Mike

For the past year every other market did well while crypto bled. This week the script is cracking on the other side: the 30-year Treasury yield hit 5.62% (the highest since 2002), consumer confidence fell to 81.9 (the lowest since 2014), JOLTS missed at 7.08M job openings vs 7.23M expected, and stocks sold off. Meanwhile spot Bitcoin ETFs logged nine straight days of inflows, about $3.1B, and Bitcoin closed the week above its May high.

My read: it flips. Crypto runs while the rest of the economy struggles, because the four-year cycle zombies are buying back in.

Which way does Q4 go?

6 hours ago | [YT] | 0

CodeMonkey Mike

For a year, every other market did well while crypto bled. This week the script started cracking on the other side, and I think the whole thing flips.

Here is the read, and why the four-year cycle zombies are the reason Bitcoin is not being allowed to fall.

The flows first. Spot Bitcoin ETFs logged nine straight days of inflows through Sept 29, about $3.1B, with no sign of sell pressure. Bitcoin ($BTC) put in a weekly close above its May high, the level Benjamin Cowen did not think would get taken out; his own words this week were that he 'clearly got wrong' that break. It keeps tapping that level, trying to go down, and it will not.

Now the cracks everywhere else. The 30-year Treasury yield hit 5.62%, the highest since 2002. Consumer confidence dropped to 81.9, the lowest reading since 2014. JOLTS printed 7.08M job openings against 7.23M expected, a five-month low. Stocks sold off intraday and closed lower. Bond market, stock market, housing: every one of them is showing cracks at the same time.

Why crypto flips. Think about what a weak job market does: it takes a rate hike off the table. And think about who is buying Bitcoin right now. The four-year cycle zombies sold the whole way down last November, pushing Bitcoin under the 50-week SMA, because their script said bear market. Now their script says October bottom, so they are front-running it: they already pushed Bitcoin back above the 50-week SMA and above the May high. If crypto dips, they buy more. Their own demand is why the candles are not allowed to go far.

So the picture I see for Q4: metals, bonds, stocks and energy struggling, and crypto running, because hordes of zombies are buying back in. That is the exact opposite of the past year, and it is why the meme charts that look dead right now are the ones I am holding for the flood.

Bet right now, in the comments: does crypto run while the rest of the economy struggles, or does everything sell off together?

Click that like button and click the subscribe button if you want the macro read that ignores the four-year cycle echo chamber.

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17 hours ago | [YT] | 3

CodeMonkey Mike

Alt season watchers track OTHERS dominance on TradingView. What does OTHERS measure?

20 hours ago | [YT] | 2

CodeMonkey Mike

Golden Kitty ($GOLDEN) topped above $6M on Sept 27 and pulled back to about $4.5M, still up about 25% on the week and about 120% over two weeks while the rest of the Robinhood Chain meme board bleeds. The most dispersed holder base on the chain, a main pool paired against tokenized gold, and still no centralized exchange listing. My realistic read is $20M to $30M this coming run-up, and a lot further if it survives the whole bull market.

Where does $GOLDEN top out this cycle?

21 hours ago | [YT] | 0

CodeMonkey Mike

Golden Kitty ($GOLDEN) topped above $6M on Sept 27 and pulled back to about $4.5M this week. I called for a retracement, I got it, and I am loading, not leaving.

Here is why this one chart holds while the entire Robinhood Chain meme board bleeds, and where I think it goes.

The numbers first. $GOLDEN printed its all-time high on Sept 27 at a little over a $6M cap. It sits about 26% under that now, and it is STILL up about 25% on the week and about 120% over two weeks. Compare that to the rest of the board this week: $KITSU down about 32%, $TENDIES down about 25%, $ROBINCAT down about 16% and 85% off its high. Most meme charts on this chain sit below the 0.886 fib, which in my book is the dead zone.

Now why it holds. It comes down to one word: dispersed.

1. The holder base. There are a lot of influencers and a lot of groups pushing $GOLDEN. When I stream about it, the chat fills with people who already hold it. That reach is why one guy dumping a bag cannot nuke it; the bag gets eaten by everyone else.

2. The pairing. The main pool is paired against tokenized gold. Somebody in chat asked why $GOOD (Good In The Hood) would not pass Golden Kitty. Simple: $GOOD is paired against wrapped ETH, the same old thing. $GOLDEN is paired against gold. That is the foundation.

3. The lore. Robinhood won Product Hunt's 2015 Golden Kitty award, and that gold cat trophy IS the meme. A real backstory, not 'the community named a pixelated cat'.

What it needs next is a centralized exchange. It still trades only on DEXs, and every other attribute is already in place, so a listing is the obvious catalyst.

My targets. I do not want to be moon-boyish. Realistically, $20M to $30M this run. But if it sticks around for the entire bull run, memes with this much reach go to hundreds of millions, sometimes a billion. Some take a week to do it, some take two years. Every meme dumps hard eventually; the point is to get in, take profits along the way, and not be the guy who sold the retracement.

So bet right now, in the comments: does $GOLDEN top out under $10M, around my $20M to $30M read, or does it become one of the hundred-million-dollar memes of this cycle?

Click that like button and click the subscribe button if you want the Robinhood Chain meme reads before October retail shows up.

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21 hours ago | [YT] | 7

CodeMonkey Mike

Tokens launched on Kaspa follow which token standard?

3 days ago | [YT] | 5

CodeMonkey Mike

Bitcoin dominance dropped below 60% this week (58.5% on Sept 26) while $QNT, $TAO, $LTC, $KAS and $GRAM all outran Bitcoin on the week. The last time dominance broke 60% was September 2025, and the alt season index collapsed by December. My read: this time it is real, because it is happening right as Bitcoin reclaims its 50-week SMA.

Alt season: started, or another fakeout?

3 days ago | [YT] | 1

CodeMonkey Mike

Kaspa's first vProg just ran with real execution on testnet. What does vProgs stand for?

3 days ago | [YT] | 7

CodeMonkey Mike

Kaspa ($KAS) is up about 66% in a month and knocking on 5 cents, it just flipped Polygon on market cap, and the first vProg went live on testnet this week. I think 50 cents happens over the next few years.

Where does $KAS top out THIS bull run?

4 days ago | [YT] | 11

CodeMonkey Mike

Kaspa flipped Polygon on market cap, printed a 66% month, and the first vProg went live on testnet. All in the same week.

I have been making Kaspa videos through the whole bear market. This is the week the chain and the chart finally started moving together, and here is what each piece actually means.

The chart first. $KAS is up about 25% on the week and about 66% on the month, sitting just under 5 cents. I have said for a while that 5 cents is where the sell orders are stacked; it is a resistance level, and if it breaks, 5.5 cents is the next stop. On the way up, $KAS passed Polygon ($POL) on market cap, about $1.35B vs $1.28B. A fair-launch proof-of-work DAG with no premine and no VC cap table just passed one of the most VC-backed chains of the last cycle. Well deserved.

Now the part that matters more than the price. The first vProg is live on Kaspa testnet: a tic-tac-toe game with real off-chain execution and zero-knowledge settlement on the L1. It is a proof of concept, there is a stack of PRs still to review and merge, and the front end is basic and gets built separately. But it runs, and it ran through a 17-hour stress test on testnet this week.

vProgs are verifiable programs. The app runs off-chain and proves itself back to the Kaspa L1, a proof-of-work DAG doing 10 blocks per second. Anybody can build on it. That is Kaspa going from 'fast payments coin' to a chain that can do anything the other chains do, and I am planning a full video on it.

Here is my read on the long road. Remember the KRC20 days? They are coming back, bigger, because once apps live on the L1 every Kaspa token gets a reason to exist again. It is not going to be 2026; it could be 2027, it could be 2028. You stick with it, and the portfolio keeps growing. And yes, I still think 50 cents happens over the next few years.

So commit in the comments: where does $KAS top out THIS bull run: under 25 cents, 25 to 50 cents, 50 cents to a dollar, or higher?

Click that like button and click the subscribe button if you want the vProgs deep dive when it drops.

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4 days ago | [YT] | 63