šØTHREAD: CRYPTO IS DUMPING HARDā¦ 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
ā¢ US House is voting today at 1:30 PM ET to release Epstein documents
ā¢ Markets expect the reveal to include extremely powerful names
ā¢ When high-level uncertainty rises, markets go risk-off
ā¢ Fear + Political tension = asset sell-off
ā¢ 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:
ā¤ Bitcoin drops first, hardest
ā¤ Stocks & gold follow later
ā¤ Bitcoin usually finds bottom earlier
ā¤ BTC recovers first, becomes early strength signal
ā¤ Other markets catch up, full recovery begins
5/
Where Are We Now?
ā¢ Panic is rising
ā¢ Liquidity is tight
ā¢ Forced selling is happening
ā¢ 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!
1.584
9
Il contenuto di questa pagina ĆØ fornito da terze parti. Salvo diversa indicazione, OKX non ĆØ l'autore degli articoli citati e non rivendica alcun copyright sui materiali. Il contenuto ĆØ fornito solo a scopo informativo e non rappresenta le opinioni di OKX. Non intende essere un'approvazione di alcun tipo e non deve essere considerato un consiglio di investimento o una sollecitazione all'acquisto o alla vendita di asset digitali. Nella misura in cui l'IA generativa viene utilizzata per fornire riepiloghi o altre informazioni, tale contenuto generato dall'IA potrebbe essere impreciso o incoerente. Leggi l'articolo collegato per ulteriori dettagli e informazioni. OKX non ĆØ responsabile per i contenuti ospitati su siti di terze parti. Gli holding di asset digitali, tra cui stablecoin e NFT, comportano un elevato grado di rischio e possono fluttuare notevolmente. Dovresti valutare attentamente se effettuare il trading o detenere asset digitali ĆØ adatto a te alla luce della tua situazione finanziaria.