Just 5 months into 2026 is going down as my most accurate and profitable year ever. I’m firing on all cylinders here, profiting from Shorting Bitcoin, tech stocks surging, and Polymarket.
Item #1: Bitcoin continues to fall, now below $67,000 in otherwise flat or rising market. Yet again, I was right here, here and here. Shorting Bitcoin as a hedge is still the best method out there, which was also my idea. Here is what I wrote 2 weeks ago, which played out perfectly:
Look at that divergence–QQQ up 20% vs Bitcoin being up 11%. After a hugely profitable 2025, 2026 is even stronger. By shorting Bitcoin I am also fully hedged if market drops too due to Iran. So I cannot lose, pretty much unless the divergence fails, which it likely won’t. Nothing has changed between now and 2025: no Bitcoin reserve, growing quantum risk, and AI is taking over. Crypto cannot take advantage of the AI boom; they are entirely different technologies. Additionally, Michael Saylor announced he will sell Bitcoin to prop up his Ponzi scheme.
Below, you can see the increasingly wide divergence between Bitcoin and QQQ, just like I predicted 2-3 months ago (and as far back as 5 years ago, which is one of the advantages of having a long-running blog as I can cite it as a track record.
Item #2: Microstrategy sells Bitcoin, Bitcoin and MicroStrategy price plunges.
I was _ _ _ _ _ again. You know the answer. Here is what I wrote:
“Saylor will drive Bitcoin and MSTR into the ground to prop up STRC. He has implied he will sell BTC to fund STRC dividends. So this puts downward pressure on both BTC and MSTR. MSTR falls as the value of BTC holdings falls, due to Saylor selling BTC to fund STRC.”
Item #3: U.S. to Award Quantum Computing Firms $2 Billion and Take Equity Stakes:
WASHINGTON—The Trump administration is awarding $2 billion in grants to nine quantum-computing companies in deals that include U.S. government equity stakes, the Commerce Department said.
The move accelerates the administration’s plans to boost the nascent industry, which has attracted a wave of investment from investors and businesses in recent months.
I was right again…Everything getting bailouts and handouts except Bitcoin. Bitcoin donors, who were among Trump’s biggest supporters in 2024, got nothing. Here is what I wrote on October 28, 2025, “Almonds and Bitcoin: Way Too Soon to Declare Victory for Crypto Donors:”
All of these, by definition, are taxpayer funded. When the government spends money, taxpayers pay for it. I wonder how crypto donors getting nothing fits into Curtis Yarvin’s ‘theories of power’. Those who donated the least or were woke before Trump entered office, such as AI companies and ‘big tech’, got the biggest embrace by Trump. Trump went from calling for Zuckerberg’s arrest in August 2024, to in November 2024 hosting him at dinner events.
Trump is unable or unwilling to anything as the value of his stock (Trump Media & Technology Group Corp) and various crypto projects dwindle to nothingness, as well as his son’s Bitcoin company (American Bitcoin) also becomes worthless. All he’d have to do is just post something positive mentioning Bitcoin to breathe some life into it, but nope.
As I also correctly predicted, zero mentions pf “Bitcoin” on Truth Social or elsewhere. The last mention was almost a year ago. It’s amazing how accurate I am. It’s like I called all of this on the nose. It’s worth keeping in mind that their cost basis is zero compared to investors who bought at inflated prices and lost everything. So anything above zero is pure profit. He also knows Bitcoin is lame, Crypto investors are suckers, and it would be fodder for media and his opponents to endorse it.
None of these things will change. The Clarity Act does not change this either. What donors wanted was a Bitcoin reserve at least partially funded by taxpayer-funded Bitcoin purchases, and that is not going to happen. They also wanted to Trump to openly endorse Bitcoin with as much enthusiasm as he has endorsed AI, Intel, Dell Computers, or semiconductors–and he hasn’t and won’t.
Item #4: US Ready to Restart Attacks on Iran if Deal Falls Through–Hegseth
I was right about Iran again. Strikes are back “on”, no “deal” in sight. Polymarket “strait traffic returning to normal” odds have consequently plunged from 60% to 40%, just like I said. It’s like, “Agree to a deal or we will attack you!” As I said last week, an ultimatum is not a deal, so the expected outcome is failure. As I pointed out 3 months ago, Iran has no reason to negotiate. They will just wait as Trump’s popularity continues to fall, and then restart negotiations if Democrats win in 2029. Also, Iran and its allies such as Russia profit from higher oil prices, so they are in no hurry to see shipping traffic return to normal. I have profited from this, too, by betting on “no” to traffic returning to normal:
The only good news is this doesn’t appear to be a repeat of Iraq or Afghanistan in terms of no boots on the ground. So I do commend Trump in that regard for not following in the footsteps (or bootsteps?) or his predecessors.
Item #5: Job openings jump to highest levels since 2024:
The number of available jobs jumped to an estimated 7.62 million positions at the end of April, increasing from 6.89 million in March and bucking a two-month decline, the latest Job Openings and Labor Turnover Survey showed.
If Tuesday’s data, particularly the spike in job openings, doesn’t turn out to be a blip, it could indicate that the US labor market not only is stabilizing but also possibly expanding.
This could all be welcome news for white-collar workers whose industries have been in contraction, as well as for those who fear the AI axe will fall on them.
Just as I predicted…