🚹THREAD: CRYPTO IS DUMPING HARD
 BUT THE REAL QUESTION IS: 👉 Is this just panic selling, or the start of something much bigger? đŸ§” 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: ➀ Bitcoin drops first, hardest ➀ Stocks & gold follow later ➀ Bitcoin usually finds bottom earlier ➀ BTC recovers first, becomes early strength signal ➀ 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 | đŸ‘„ Follow for more macro 💬 Comment your thoughts, I’m reading every reply!
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