Tuesday, August 25, 2026

The Great Global Equity and Bitcoin Crash: Bitcoin, Oil, and ACWI : The Dynamics of the Ongoing Oil Valuation Fractal Evolution ...

The current 4-phase daily Lammert fractal series model for the incipient 1982 13/33 year :: x/2.5x SPX (ACWI global equity) peak valuation and initial crash is a 30 March 2026 18/45/36/26-28 day: :: x/2.5x/2x/1.5x fractal series with a peak valuation on 13 August, day 34 of the 36 day 3rd fractal and an interpolated 4/10/10/6-7 day 26-28 day 4th fractal starting on 13 August 2026.
Bitcoin is following a 14/32 of 34-35 quarter :: x/2-2.5x 1st and 2nd fractal series with a peak valuation on the 28th quarter or 2x of the x/2.5x series. The 28 quarter first peak occurred on 14 July 2025. The daily decay series is currently a 95/189 of 190 :: x/2x with a final lower high expected on day 190 or 26 Aug 2026 followed by a 2nd fractal terminal nonlinear devaluation in the 2x to 2.5x time frame of 191 to 238 days and within the time frame of the terminal 4th fractal 26-28 day window of the ACWI/SPX 18/45/26/26-28 day peak valuation and initial crash 4-phase Lammert fractal series.
Oil is following a 9/21/9 of 13-18 week 3-phase fractal growth series. The 21 week 2nd fractal began near the initiation of the Iran War by Israel and President Trump. The valuation ascent of the 21 week second fractal and current 9 weeks of the 3rd fractal has been muted by a release of global strategic oil reserves and likely a market anticipated global severe recession. It is expected that the global equity crash and bitcoin crash will be associated with a 4 week surge in oil prices beginning with a final higher low on 26 August 2026. A collapse in equity prices will then herald a severe global recession with weakening demand for global oil. consumption.
Under the large asset-debt umbrella, financial and nonfinancial corporate debt represent 150% of global GDP and household and governmental debt account for another 150%. While governments will print money to bailout global corporate entities and somewhat backstop household economic collapse, the pushing on a string of governmental money and credit creation will not stop the inevitable debt default and restructuring of debt for the grossly over and malinvested AI sector and its related data centers and supporting industries and staff workers. A significant recession in the real consumer global economy is inevitable and in the window of 1982 13/34 year 1st and 2nd fractal peak valuation and collapse.

Tuesday, August 11, 2026

5 May to 24 August 2026: an Oct 1987-like terminal nonlinear valuation decrease.

The1987 crash followed a 29/70/69/39 day x/2.5x/2.5x/1.5x 4 phase fractal series. The 39 day 4th fractal of this series followed a 6/13/12/10 day x/2- 2.5x/2.5x/1.5x series with the final 10 days following a 2/4/4/3 day fractal series ::x/2x/2x/1.5x. 60 % of the 39 day peak to nadir drop occurred in the last two trading days. The 5 May 2026 to 24 Aug 2026 11/27/27/15 day fractal series will likely have even a greater % drop in the last few trading days The 15 day final series is a 3/6-8/6-8 day y/2y-2.5y/2y-2.5y 3-phase fractal decay series. The pricking of 2026 bubble is an internal one of gross private over-investment and overvaluation of assets (mostly AI) at the asset-debt system's absolute growth valuation limit. But the timing will also associated with oil shortages and escalating oil valuations. Unlike 1987, this collapse comes at the end of a 1982 13/33 year :: x/2.5x credit cycle. There will be lower asset lower lows after the initial 24 Aug 2026 nadir.

Tuesday, July 28, 2026

Current Update of 5 May 2026 11/27/22/16-17 day. :: x/2.5x/2x/1.5x SPX/ACWI 1982 13/33 year 2 June Peak Valuation and Incipient Crash

The above model was described on 22 July 2026 and depicted below on that date. A historical exhaustion. gap blow-off occurred between the close of 5 May and the opening of 6 May for the global equity index ACWI. Te predicted 11/27/22/16 day :: x/2.5x/2x/1.5x 4-phase Lammert Fractal Series contained the 2 June 2026 ACWI peak valuation.
This peak valuation represented the apogee valuation of a 1982 13/33 year :: x/2.5x 1st and 2nd Fractal Series. Private credit expansion and malinvestment in AI and AI related tech and infrastructure have created a mighty global equity bubble while 401 pension funds now representing 50% of American workers and 8.4 % average US deficit to GDP annual spending for 6 years have sustained the 33 year 2nd fractal to its maximum mathematical time 2.5x length of peak valuation. Below is the current 28 July closing chart for ACWI and Space X with an initial crash low projected on 18-19 August 2026.
Below is the 1982 long term SPX chart: