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Transcript

This Is the Pullback We’ve Been Waiting For

Cycle analysis shows the pullback was overdue but structure suggests this is just the next setup in a broader rally

Intro:

Markets are pulling back, just as expected. After nearly 30 days of uninterrupted rally across $SPY, $QQQ, and $BTC, the daily cycle decline appears to have arrived.

But the key takeaway?
This isn’t the end of the move—it’s just the breather.

This week’s update covers:

  • Bitcoin's pullback off new all-time highs

  • SPY and QQQ triggering daily swing highs

  • Gold and miners printing fresh weekly swing lows

  • Natural gas and oil attempting to base
    Let’s get into it.


🪙 Bitcoin ($BTC): All-Time High Hit, Now Comes the Pullback

  • Day 46 of current daily cycle

  • New ATH: $112,000

  • Daily swing high active below $109,217

  • Weekly structure still bullish; in Week 6 of cycle

  • Monthly chart: Month 30 of 4-year cycle

    • Previous tops: Month 35

📌 Bottom line: This is likely a daily cycle decline in a strong uptrend.
Be ready to buy a false breakdown or higher low.


💻 Ethereum ($ETH): Consolidation Continues, But Looks Constructive

  • Also in Week 6 of weekly cycle

  • Daily: Stuck in a tight range; key support: $2,317

  • Weekly swing high would activate below $2,349

  • Monthly swing low remains active above $1,956

  • ETH/BTC ratio is forming a weekly swing low for the first time in years

Potential breakout brewing—especially if ETF or stablecoin catalysts hit.


📊 SPY: Daily Swing High Confirmed, Pullback In Progress

  • Day 29 rally top came Monday

  • Swing high active below $588.00

  • Gap fill target: $577–$567

  • Potential support: ~$553 (50% retracement)

  • Weekly chart: Still in Week 6 of bullish cycle

  • Monthly swing low active above $567.42

Expect a bounce or consolidation next week.
This is likely not a trend reversal.


📈 QQQ: Holding Better Than SPY

  • Day 29 swing high active below $511.84

  • Monthly swing low still active above $479.56

  • No weekly lower low = stronger structure

  • Still outperforming SPY

Watch for support near $490 and possible gap fill below.
Short-term extended, but trend remains intact.


🏛️ DIA (Dow): Gap Filled, Lagging Behind

  • Daily swing high confirmed below $418.17

  • Weekly lower low printed

  • Monthly swing low remains active above $423.44

  • Underperforming $SPY and $QQQ

Likely catching down short term.


🔧 IWM (Small Caps): Weakest Link for Now

  • Monthly swing low failed this week (below $203.33)

  • Weekly swing high confirmed below $205.39

  • Daily swing high active below $203.32

IWM is leading the pullback.
Watch for recapture of $203+ as a signal for rotation back in.


🧠 SMH (Semiconductors): Key Market Signal

  • Failed to make new high Friday

  • Daily swing high active below $245.60

  • Gap remains open to $225

  • Monthly swing low active above $216.61

  • Weekly structure still intact

Watch for potential lead on market direction.


🌍 Macro Check: $DXY, $TNX, $TLT

$DXY (Dollar Index)

  • Weekly cycle topped after 3 weeks, now in early decline

  • Weekly swing high confirmed below $100.27

  • Daily cycle in Day 24 of decline → room to go

  • Target zone: ~$97–$98

Dollar weakness aligns with bullish risk asset backdrop.


$TNX (10-Year Yield)

  • Weekly cycle: Week 7

  • Attempting breakout above 4.59%

  • Daily swing high risk below 4.53%

  • Monthly range remains tight (since Nov 2023)

Trend: short-term bullish, longer-term neutral


$TLT / $TBT

  • $TLT: In Week 18 of decline; may have printed daily swing low Thursday

    • Needs to close above $84.43 to confirm

  • $TBT: Weekly inside bar; watch $39.70 / $37.14 range

Still in choppy macro range.


🛢️ Oil: Consolidation Below Breakdown Levels

  • 6 straight weeks of tight range below major support

  • Daily rally fading near $65

  • Weekly chart still vulnerable

Breakout above $65 needed to shift structure. Otherwise, still basing.


🟡 Gold: Weekly Swing Low Confirmed

  • Weekly swing low printed above $3,332.60

  • Daily cycle: Day 6 of new rally

  • Monthly chart: Month 33 of 8-year cycle

  • Previous 8Y cycles peaked around Month 35–56

This could be the start of the final leg up into long-term cycle top.
Targeting $4,000+ if structure holds.


🪙 Silver: Following Gold (But More Volatile)

  • Daily cycle: Day 6

  • Weekly breakout needs close above $33.68

  • Short-term structure looks bullish

  • Monthly swing low still active

Momentum should return if gold leads.


🟠 GDX (Miners): Aligning with Gold

  • Weekly swing low confirmed above $48.80

  • Daily structure: Day 6

  • Support to hold: $49.75

Still early in a new move—risk:reward remains strong.


🔥 Natural Gas ($UNG): Mixed Signals

  • Prior weekly cycle low may hold

  • Daily swing low confirmed above $3.23

  • Weekly structure depends on holding $3.07

  • Needs breakout above $3.40 to resume trend

Still grinding—but setup is there if it holds.


✅ Final Takeaways:

  • Markets are pulling back—but that’s healthy

  • Bitcoin and SPY daily swing highs in place

  • Miners and gold showing early reversal strength

  • Semis and small caps may lead the next move

  • Watch for false breakdowns and bullish swing lows next week


📌 Key Levels to Watch:

  • $BTC: $109,217 (swing high) | $100,600 (range support)

  • $ETH: $2,317 support | $2,349 weekly risk

  • $SPY: $588 swing high | $577–$567 gap fill

  • $QQQ: $511.84 swing high | $501 support

  • $SMH: $245.60 support | $225 gap fill risk

  • $GC: $3,332.60 swing low trigger

  • $UNG: $3.23 swing low | $3.40 breakout level

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