Every Zipp story tagged #MidtermCycle, newest first.
The two-to-four-week lag between a September top and the visible October drawdown is what makes this a position-sizing calendar, not a trigger calendar.
History says the Q3 window of weakness arrives next. The monthly-return tape and the 10-year yield already suggest August and September carry the asymmetric downside risk.
The chart overlays 2026's year-to-date return against the last two midterm cycles, with the speaker averaging the 2018 and 2022 bottoms to frame a seasonal low over the next three months.
With ETH just below $1,900 and social interest near 2018 lows, the August-October window looks decisive for whether ETH prints a 2022-style higher low or an 80% drawdown.
The dip and bounce look textbook midterm-year: a soft jobs print let the cycle-low thesis breathe, but the four-year-cycle crew still sees one more weak leg into late Q3 before any durable reversal.
Three crypto YouTubers argue the action has migrated to memory makers like Micron and SanDisk while digital assets wait out a midterm-year correction before a Q4 rotation back.
Benjamin Cowen