🚨THREAD: CRYPTO IS DUMPING HARD… BUT THE REAL QUESTION IS:
👉 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
✓ Japan’s 10Y bond yield just hit levels not seen since 2008
✓ Higher yield = money becomes expensive
✓ Investors who borrowed ultra-cheap Yen for years are now forced to close positions
✓ That means mass selling across crypto, equities, and even gold
✓ 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:
➤ 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
👉 We are likely between the panic phase and the bottom formation stage.
Stay alert. Market bottoms aren’t comfortable they are painful opportunities.
💬 What do YOU think are we near a macro bottom or just getting started?
If this thread helped you understand the bigger picture:
🔁 Repost | ❤️ Like | 👥 Follow for more macro
💬 Comment your thoughts, I’m reading every reply!
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