As market sentiment polarizes, the crypto market is undergoing a secret yet decisive transformation.
Some are shouting 'the bull is back', while others warn 'the crash is just beginning', but smart money has quietly completed the final reshuffle.
We have just crossed the 'last bear market trap'.
I previously accurately predicted that Bitcoin would peak at $106,000 and then pull back to $74,000. Now, everything points to one conclusion:
Bitcoin will reach new highs in June.
🧭 We are currently in a 're-accumulation zone', not a 'top zone'
Structurally, BTC is in a classic re-accumulation phase:
→ Range oscillation → False breakout scares off retail investors → Main funds quietly build positions.
The current $73,600 area forms an institutional defense line (I call it the 'BlackRock defense line'), which is a key position for large funds to defend and accumulate at low prices.
As long as it breaks through $95,000, Bitcoin will officially break out of the range and enter a new phase of 'price exploration'.
🔥 The upper area is a zone of intensive short covering—huge upward elasticity
Above the current price level, there is a large accumulation of short liquidation points. If a short squeeze occurs, funds will be forced to cover, further pushing BTC upward.
At the same time, risk-averse sentiment has led to a large influx of funds into stablecoins and fiat currency hedges. This in turn provides ample 'rebound fuel'.
🧮 Macro alignment: U.S. Treasury yields are dropping, global liquidity is rebounding
The U.S. Dollar Index (DXY) is weakening, target area: below 90
Global M2 liquidity has restarted expansion
The 2-year and 10-year U.S. Treasury yields have continuously broken key support, releasing strong expectations for a policy shift
The market is betting on rapid interest rate cuts, and the U.S. Treasury itself urgently needs lower rates to alleviate refinancing pressure in Q3.
🧊 Inflation is receding, opening space for the Federal Reserve to 'turn around'
Truflation data has been below 2% for several weeks (leading CPI by about 4–6 weeks)
April CPI and PCE are about to be announced, which may formally confirm that inflation is below target
Moreover, with recent oil prices declining and ISM economic confidence about to rebound, all macro signals are creating legitimacy for easing policies.
🧠 Political strategies and timelines are perfectly aligned
The Trump team hopes to 'refinance' U.S. debt without triggering inflation.
The new round of tariff measures has created short-term panic—just enough to lower inflation expectations and pave the way for interest rate cuts.
The market structure has quietly completed:
April–June: Policy shift confirmation → Market rebound ignited
July–September: Signals of peak or interest rate pause → Beware of peak
Q4: High-risk period for the market → Adjustment or consolidation
Mid-2026: Mid-term election rally or the start of the second bull market
🪙 BTC leads the market, creating an independent trend
Currently, the S&P 500 is still not stabilized, but BTC has quietly bottomed out, replaying the Q4 2023 script.
Last time, the BlackRock ETF was the trigger; this time, the overall macro has gathered the fuel.
Even without new favorable news, BTC will be the first to start the next round of increase.
💡 The final puzzle piece: Gold rotation is about to be completed
Gold prices have already risen in advance and are currently consolidating; BTC is replicating this rhythm.
When funds flow from 'defensive assets' like gold to 'offensive assets' like BTC, the market often starts strongly and continues rapidly. We are approaching a switching point.
✅ Conclusion:
The underlying logic of the current market is now clear:
✅ The re-accumulation pattern has been completed
✅ Global liquidity is rebounding
✅ The dollar and bond yields are retreating
✅ Falling inflation paves the way for interest rate cuts
✅ Extreme panic is brewing huge rebound momentum
✅ The asset rotation from gold to Bitcoin is about to be triggered
BTC is not waiting for a bull market; it is quietly leading the next bull market. In June, Bitcoin reached a historical high, no longer a dream, but a continuation of reality.
