To The Moon

BTC snapping back above 90K in one week feels powerful, but the structure behind this rally is still mixed. ETF inflows have not returned, and price is rising without strong institutional support. Historically, this pattern creates a fragile advance that can snap quickly when liquidity dries up.

The key zone is still 88K to 90K. Hold above it and the market can push toward 95K and possibly 100K before year end. Lose it, and a fast 10 to 15 percent washout is likely, because leveraged long positions remain elevated.

How this affects the stocks I am tracking

1) RZLV (AI and data infrastructure)

RZLV benefits from high risk appetite. When BTC stabilises above major levels, liquidity often rotates into smaller tech names. If crypto stays firm, RZLV can reclaim momentum, especially with the company guiding for stronger recurring revenue.

2) RGTI (quantum computing)

RGTI trades like a high beta tech name. BTC strength usually improves sentiment for next generation tech plays. If BTC holds above 90K, RGTI may attempt a move back toward its recent range highs.

3) NOK (telecom infrastructure)

NOK moves slower but benefits indirectly when risk assets strengthen globally. If BTC holds above support and overall market sentiment stabilises, NOK may see steady accumulation from value investors.

4) ORBS (crypto layer project)

ORBS has reacted well to broad digital asset strength. If BTC stays above 88K, alt liquidity tends to improve, which can push ORBS into an acceleration phase. A BTC breakdown will hit small caps first, so tight levels are needed.

5) Coinbase and miners (sector watch)

Miners like BITM and Hut 8 tend to move two to five times BTC percentage swings. ETF outflows mean volatility will remain high, but BTC above 90K still supports miners in the short term.

My take

BTC can still push above 100K by year end, but this requires two conditions:

1. ETF outflows must stabilise

2. BTC must defend the 88K to 90K region

Lose that zone, and we may be looking at a sharp correction before the next strong leg.

For now, I am cautiously bullish with tight levels.

Not financial advice. Trade wisely, Comrades!