šØTHREAD: CRYPTO IS DUMPING HARD⦠BUT THE REAL QUESTION IS:
š Is this just panic selling, or the start of something much bigger?
š§µ Letās break down the 3 silent forces pulling every market down, not just crypto.

1/
Japan Yield Shock
ā Japanās 10Y bond yield just hit levels not seen since 2008
ā Higher yield = money becomes expensive
ā Investors who borrowed ultra-cheap Yen for years are now forced to close positions
ā That means mass selling across crypto, equities, and even gold
ā This is not a crypto issue, itās 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
ā Yes, govt shutdown is over
ā But the US Treasury hasnāt started releasing liquidity from its account (TGA)
ā That means no fresh capital injection into markets
ā After nearly 6 weeks of liquidity freeze, the pain continues
ā Risk assets like BTC and stocks are feeling the squeeze

4/
Historical Bottom Pattern
Hereās how bottoms happened in past cycles:
⤠Bitcoin drops first, hardest
⤠Stocks & gold follow later
⤠Bitcoin usually finds bottom earlier
⤠BTC recovers first, becomes early strength signal
⤠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
š We are likely between the panic phase and the bottom formation stage.
Stay alert. Market bottoms arenāt comfortable they are painful opportunities.
š¬ What do YOU think are we near a macro bottom or just getting started?
If this thread helped you understand the bigger picture:
š Repost | ā¤ļø Like | š„ Follow for more macro
š¬ Comment your thoughts, Iām reading every reply!
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