🚨THREAD: CRYPTO IS DUMPING HARD… BUT THE REAL QUESTION IS: šŸ‘‰ Is this just panic selling, or the start of something much bigger? 🧵 Let’s break down the 3 silent forces pulling every market down, not just crypto.
1/ Japan Yield Shock āœ“ Japan’s 10Y bond yield just hit levels not seen since 2008 āœ“ Higher yield = money becomes expensive āœ“ Investors who borrowed ultra-cheap Yen for years are now forced to close positions āœ“ That means mass selling across crypto, equities, and even gold āœ“ This is not a crypto issue, it’s a global de-leveraging
2/ Epstein File Vote Today • US House is voting today at 1:30 PM ET to release Epstein documents • Markets expect the reveal to include extremely powerful names • When high-level uncertainty rises, markets go risk-off • Fear + Political tension = asset sell-off • Institutions hate chaos more than bad news
3/ Liquidity Still Locked → Yes, govt shutdown is over → But the US Treasury hasn’t started releasing liquidity from its account (TGA) → That means no fresh capital injection into markets → After nearly 6 weeks of liquidity freeze, the pain continues → Risk assets like BTC and stocks are feeling the squeeze
4/ Historical Bottom Pattern Here’s how bottoms happened in past cycles: āž¤ Bitcoin drops first, hardest āž¤ Stocks & gold follow later āž¤ Bitcoin usually finds bottom earlier āž¤ BTC recovers first, becomes early strength signal āž¤ Other markets catch up, full recovery begins
5/ Where Are We Now? • Panic is rising • Liquidity is tight • Forced selling is happening • Fear is loud, smart money is quiet šŸ‘‰ We are likely between the panic phase and the bottom formation stage. Stay alert. Market bottoms aren’t comfortable they are painful opportunities.
šŸ’¬ What do YOU think are we near a macro bottom or just getting started? If this thread helped you understand the bigger picture: šŸ” Repost | ā¤ļø Like | šŸ‘„ Follow for more macro šŸ’¬ Comment your thoughts, I’m reading every reply!
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