The frame around every crypto cycle is generally a risk cycle at a macro level
I base my timing moreso around the AI capex cycle as it is driving the risk cycle/capex cycle globally; chip/data center has 2 years of contracts locked in and OpenAI publicly announced 10bn in ARR only extends it further to 2030
I also strategically use rainbow wave charts unironically because other people use them
Stonks and coins will have a fundamental driver for a long time
I also want a call option on infinity if AGI hits i.e $1m btc