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VirtualBacon: How I'm Positioning For The Next Bull Market (Portfolio Update)

July 2, 2026, 6:09 AM
VirtualBacon: How I'm Positioning For The Next Bull Market (Portfolio Update)
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Four Year Cycle Isn't Dead. It's Playing Out.

Dennis Liu, aka @VirtualBacon , breaks down why Bitcoin at 58K is deep value territory, why the four year cycle has repeated exactly as expected and isn't going anywhere, and why HYPE and Lighter are the cleanest expressions of the tokenization trade while ETH wins the underlying technology stack. Plus his hot take on MicroStrategy's real liquidation level and why the $1.25B Bitcoin sale is barely a rounding error.

Dennis Liu is a digital assets trader and content creator widely known as VirtualBacon, one of the most followed technical analysis voices in the digital assets space.

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