🚨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!
1,4 rb
9
Konten pada halaman ini disediakan oleh pihak ketiga. Kecuali dinyatakan lain, OKX bukanlah penulis artikel yang dikutip dan tidak mengklaim hak cipta atas materi tersebut. Konten ini disediakan hanya untuk tujuan informasi dan tidak mewakili pandangan OKX. Konten ini tidak dimaksudkan sebagai dukungan dalam bentuk apa pun dan tidak dapat dianggap sebagai nasihat investasi atau ajakan untuk membeli atau menjual aset digital. Sejauh AI generatif digunakan untuk menyediakan ringkasan atau informasi lainnya, konten yang dihasilkan AI mungkin tidak akurat atau tidak konsisten. Silakan baca artikel yang terkait untuk informasi lebih lanjut. OKX tidak bertanggung jawab atas konten yang dihosting di situs pihak ketiga. Kepemilikan aset digital, termasuk stablecoin dan NFT, melibatkan risiko tinggi dan dapat berfluktuasi secara signifikan. Anda perlu mempertimbangkan dengan hati-hati apakah trading atau menyimpan aset digital sesuai untuk Anda dengan mempertimbangkan kondisi keuangan Anda.

