What happened again?
Drop after drop after drop.
When U.S. futures open poorly, crypto immediately follows.
So let’s publish the piece I prepared yesterday and connect the dots.
What will we do in 2026? We need to make a decision.
AI is growing but can the energy infrastructure keep up?
Bitcoin mining is strengthening.
The world has started to pay serious attention to energy shortages at every level.
BTC mining facilities that can use energy efficiently and help stabilize the grid are attracting major investments.
So, is Bitcoin an energy bank?
Bitcoin is essentially the first mechanism that enables excess energy to be monetized on a global scale.
Even unused, stranded energy becomes economically valuable.
Now let’s focus on indexes and ETFs
Nvidia’s weight in the S&P has reached %8
I don’t find this very healthy.
But it means one thing: capital is concentrating in safe and highly liquid assets.
And it’s not just Turkiye the U.S. economy also feels tight on the ground.
The lower income segment is weak and getting weaker.
The upper-income segment keeps spending; they don’t care about holding cash.
But they will.
A quality driven bull market is coming
A more selective bull cycle.
I’m not backing away from this view.
BTC, ETH, SOL, AI coins, and RWA remain at the center.
My conviction remains that Bitcoin will indirectly strengthen through the AI and energy-crisis narrative.
Even if our so called AIs sometimes act like horizontal intelligence,
my stance on
#render and
#TAO has not changed.
L2s and staking models
Let’s start with
#PENDLE I genuinely don’t understand why it’s so underestimated the market will eventually recognize its value.
Same goes for
$ARB and
$EIGEN ⚠️⚠️⚠️ IMPORTANT.
#BoJ #bitcoin