đšTHREAD: CRYPTO IS DUMPING HARD⊠BUT THE REAL QUESTION IS:
đ Is this just panic selling, or the start of something much bigger?
đ§” Letâs break down the 3 silent forces pulling every market down, not just crypto.

1/
Japan Yield Shock
â Japanâs 10Y bond yield just hit levels not seen since 2008
â Higher yield = money becomes expensive
â Investors who borrowed ultra-cheap Yen for years are now forced to close positions
â That means mass selling across crypto, equities, and even gold
â This is not a crypto issue, itâs a global de-leveraging

2/
Epstein File Vote Today
âą US House is voting today at 1:30 PM ET to release Epstein documents
âą Markets expect the reveal to include extremely powerful names
âą When high-level uncertainty rises, markets go risk-off
âą Fear + Political tension = asset sell-off
âą Institutions hate chaos more than bad news

3/
Liquidity Still Locked
â Yes, govt shutdown is over
â But the US Treasury hasnât started releasing liquidity from its account (TGA)
â That means no fresh capital injection into markets
â After nearly 6 weeks of liquidity freeze, the pain continues
â Risk assets like BTC and stocks are feeling the squeeze

4/
Historical Bottom Pattern
Hereâs 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?
âą Panic is rising
âą Liquidity is tight
âą Forced selling is happening
âą Fear is loud, smart money is quiet
đ We are likely between the panic phase and the bottom formation stage.
Stay alert. Market bottoms arenât comfortable they are painful opportunities.
đŹ What do YOU think are we near a macro bottom or just getting started?
If this thread helped you understand the bigger picture:
đ Repost | â€ïž Like | đ„ Follow for more macro
đŹ Comment your thoughts, Iâm reading every reply!
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