TANHA CRYPTO
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🚨 THIS IS NOT NORMAL
$18.5 billion in overnight repos this week.
The Fed just made one of its biggest short-term liquidity moves since the pandemic.
And barely anyone noticed.
4th largest injection since COVID.
Bigger than anything during the dot com bubble.
Repo volumes were basically zero from 2021–2024. Then this spike out of nowhere.
QT ended in december. Balance sheet went from $9T to $6.5T. The reverse repo cushion? Drained to zero.
NO BUFFER LEFT.
FOMC minutes dropped yesterday, and the committee is completely split.
Some want cuts, some want holds. A few are floating rate hikes.
Miran said yesterday the Fed might be underestimating how tight policy already is.
They quietly removed all aggregate limits on the standing repo facility back in december. Built the infrastructure for exactly this.
One-off pressure release or the start of a pattern?
Something is definitely breaking.
I’ll keep tracking this and keep you updated as always.
Btw, I’ve publicly called every market top and bottom over the last 10 years, and when I make a new move, I’ll share it here.
If you still haven’t followed me, you’ll regret it.
$XAU
$BTC
$18.5 billion in overnight repos this week.
The Fed just made one of its biggest short-term liquidity moves since the pandemic.
And barely anyone noticed.
4th largest injection since COVID.
Bigger than anything during the dot com bubble.
Repo volumes were basically zero from 2021–2024. Then this spike out of nowhere.
QT ended in december. Balance sheet went from $9T to $6.5T. The reverse repo cushion? Drained to zero.
NO BUFFER LEFT.
FOMC minutes dropped yesterday, and the committee is completely split.
Some want cuts, some want holds. A few are floating rate hikes.
Miran said yesterday the Fed might be underestimating how tight policy already is.
They quietly removed all aggregate limits on the standing repo facility back in december. Built the infrastructure for exactly this.
One-off pressure release or the start of a pattern?
Something is definitely breaking.
I’ll keep tracking this and keep you updated as always.
Btw, I’ve publicly called every market top and bottom over the last 10 years, and when I make a new move, I’ll share it here.
If you still haven’t followed me, you’ll regret it.
$XAU
$BTC
Ignore all other $BTC analysis.
The only thing that’s needed is the Power Law Bottom.
Bitcoin hasn’t broken this support line in 17 years.
Not 2014, Not 2018, Not Covid, Not FTX.
Either it’s going to break for the first time in history, or 50k is the generational bottom.
Position yourself accordingly
$BTC
The only thing that’s needed is the Power Law Bottom.
Bitcoin hasn’t broken this support line in 17 years.
Not 2014, Not 2018, Not Covid, Not FTX.
Either it’s going to break for the first time in history, or 50k is the generational bottom.
Position yourself accordingly
$BTC
Gold and gold mining stocks are now very small compared to all global assets.
In the past, from 1921 to 1981, gold and gold miners made up about 24% of total global assets on average.
But in 2025, their share has dropped sharply to only around 4%.
This means gold is far less owned today than it used to be.
For gold and gold miners to simply return to their old historical level, they would need to grow and perform about six times better than other global assets.
Because of this, the current gold bull market does not look crowded or overhyped.
It does not look like the final stage of a rally.
Instead, these numbers suggest the gold cycle may still be early, with much more room to grow.
In simple terms:
This move in gold may be the beginning, not the end.$XAU
In the past, from 1921 to 1981, gold and gold miners made up about 24% of total global assets on average.
But in 2025, their share has dropped sharply to only around 4%.
This means gold is far less owned today than it used to be.
For gold and gold miners to simply return to their old historical level, they would need to grow and perform about six times better than other global assets.
Because of this, the current gold bull market does not look crowded or overhyped.
It does not look like the final stage of a rally.
Instead, these numbers suggest the gold cycle may still be early, with much more room to grow.
In simple terms:
This move in gold may be the beginning, not the end.$XAU
🚨 Something unusual just happened in Japan
For the first time since 2005, the Japanese yen and the Topix stock index are moving up together.
This is important because Japan usually works like this:
• Yen down → stocks go up
• Yen up → stocks go down
Now that pattern has broken.
In the last 12 months:
• Yen rose about 1% vs the U.S. dollar
• Japanese stocks jumped about 38%
Both rising at the same time is rare and often signals a major long-term shift, not just a normal trade.
In the past, this happened before big bull markets in several countries.
When the currency and stocks rise together, it means global money is flowing into that market.
I’ve worked in finance for over 15 years.
If I ever fully leave the markets, I’ll say it publicly.
$XAU
For the first time since 2005, the Japanese yen and the Topix stock index are moving up together.
This is important because Japan usually works like this:
• Yen down → stocks go up
• Yen up → stocks go down
Now that pattern has broken.
In the last 12 months:
• Yen rose about 1% vs the U.S. dollar
• Japanese stocks jumped about 38%
Both rising at the same time is rare and often signals a major long-term shift, not just a normal trade.
In the past, this happened before big bull markets in several countries.
When the currency and stocks rise together, it means global money is flowing into that market.
I’ve worked in finance for over 15 years.
If I ever fully leave the markets, I’ll say it publicly.
$XAU
The purple line shows how much gold China has been buying.
When the purple line goes up, it means China is increasing its gold purchases. When it goes down, it means China is buying less gold.
The red line shows how many U.S. government bonds (U.S. Treasury securities) China owns.
If the red line goes down, it means China is selling U.S. Treasuries or holding fewer of them. If it goes up, it means China is buying more or keeping more of them.
In simple terms:
• Purple line = China buying gold
• Red line = China holding U.S. government debt
So if you see the purple line rising while the red line is falling, it means China is buying more gold and reducing its U.S. bond holdings.
$XAU
When the purple line goes up, it means China is increasing its gold purchases. When it goes down, it means China is buying less gold.
The red line shows how many U.S. government bonds (U.S. Treasury securities) China owns.
If the red line goes down, it means China is selling U.S. Treasuries or holding fewer of them. If it goes up, it means China is buying more or keeping more of them.
In simple terms:
• Purple line = China buying gold
• Red line = China holding U.S. government debt
So if you see the purple line rising while the red line is falling, it means China is buying more gold and reducing its U.S. bond holdings.
$XAU
🚨 THIS IS NOT NORMAL
In the last few hours, metals gained over $1.2 trillion in value.
• Silver: +6.57%
• Gold: +2.52%
• Platinum: +4.63%
At the same time, stocks and crypto are falling fast.
Most people panic and think:
• Risk assets are crashing
• Crypto is dead
• The system is ending
But that’s not true.
This isn’t random selling.
Money is simply moving from risky assets to safer ones.
When trust in the system drops, money flows to assets that need less trust.
That’s why:
• Stocks fall first
• Bitcoin falls from low liquidity
• Gold and silver rise as safe places
This is a normal risk-off phase:
→ Funds cut risk
→ Leverage is reduced
→ Volatile assets are sold first
Bitcoin isn’t broken.
It’s just being sold temporarily for cash.
Every big crisis follows the same pattern:
1️⃣ Risk assets drop
2️⃣ Safe havens rise
3️⃣ Liquidity returns
4️⃣ Markets rotate again
So this is not the end.
It’s usually the reset before the next move.
Don’t follow headlines.
Watch where money is flowing.$XAU
$BTC
In the last few hours, metals gained over $1.2 trillion in value.
• Silver: +6.57%
• Gold: +2.52%
• Platinum: +4.63%
At the same time, stocks and crypto are falling fast.
Most people panic and think:
• Risk assets are crashing
• Crypto is dead
• The system is ending
But that’s not true.
This isn’t random selling.
Money is simply moving from risky assets to safer ones.
When trust in the system drops, money flows to assets that need less trust.
That’s why:
• Stocks fall first
• Bitcoin falls from low liquidity
• Gold and silver rise as safe places
This is a normal risk-off phase:
→ Funds cut risk
→ Leverage is reduced
→ Volatile assets are sold first
Bitcoin isn’t broken.
It’s just being sold temporarily for cash.
Every big crisis follows the same pattern:
1️⃣ Risk assets drop
2️⃣ Safe havens rise
3️⃣ Liquidity returns
4️⃣ Markets rotate again
So this is not the end.
It’s usually the reset before the next move.
Don’t follow headlines.
Watch where money is flowing.$XAU
$BTC
🚨 THEY DON’T WANT YOU TO SEE THIS
Insiders continue buying gold options at $15,000–$20,000 on COMEX for December 2026.
Meanwhile, the paper price is around $5,000.
This means THEY EXPECT THE GOLD PRICE TO TRIPLE.
This buying didn’t start during the rally.
It started after gold printed ~$5,600 and then dumped hard.
That’s the moment retail sold.
Insiders kept buying.
Even below $5,000.
Now they’re sitting around 11,000 contracts.
That tells you everything.
Nobody puts this on because they’re optimistic.
They don’t have to.
I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH.
Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.$BTC
Insiders continue buying gold options at $15,000–$20,000 on COMEX for December 2026.
Meanwhile, the paper price is around $5,000.
This means THEY EXPECT THE GOLD PRICE TO TRIPLE.
This buying didn’t start during the rally.
It started after gold printed ~$5,600 and then dumped hard.
That’s the moment retail sold.
Insiders kept buying.
Even below $5,000.
Now they’re sitting around 11,000 contracts.
That tells you everything.
Nobody puts this on because they’re optimistic.
They don’t have to.
I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH.
Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.$BTC
Silver is at resistance, needs to breakout...$XAG
WILL REACH ITS BOTTOM IN ~260 DAYS…
Same pattern has been repeating since 2017:
2017: ATH -> 2018: $BTC Bottom ( -84.1% )
2021: ATH -> 2022: $BTC Bottom ( -77.4% )
2025: ATH -> 2026: $BTC Bottom...
You know what this means? Turn notification, new update soon..
Same pattern has been repeating since 2017:
2017: ATH -> 2018: $BTC Bottom ( -84.1% )
2021: ATH -> 2022: $BTC Bottom ( -77.4% )
2025: ATH -> 2026: $BTC Bottom...
You know what this means? Turn notification, new update soon..
BREAKING:
The Federal Reserve has just added $18.5 BILLION of cash into the U.S. banking system using overnight repo operations.
This is now the 4th biggest liquidity injection since the Covid crisis.
In simple words:
Banks needed short-term cash.
The Fed quickly provided it to keep the system stable and markets calm.
Moves like this usually mean:
• Stress is building somewhere in the system
• Officials want to prevent bigger problems
• Extra money is being used to support liquidity
This doesn’t always create an immediate market rally…
but it shows how important stability is right now.
Watch liquidity closely.
It often moves markets before headlines do.
$BTC
The Federal Reserve has just added $18.5 BILLION of cash into the U.S. banking system using overnight repo operations.
This is now the 4th biggest liquidity injection since the Covid crisis.
In simple words:
Banks needed short-term cash.
The Fed quickly provided it to keep the system stable and markets calm.
Moves like this usually mean:
• Stress is building somewhere in the system
• Officials want to prevent bigger problems
• Extra money is being used to support liquidity
This doesn’t always create an immediate market rally…
but it shows how important stability is right now.
Watch liquidity closely.
It often moves markets before headlines do.
$BTC
🚨🚨 KING OF ASSETS ON THE MOVE 🚨🚨
🥇 Gold ripped to an intraday high of $5,031.90
📈 Up over 2% TODAY
While fiat gets printed into oblivion 🖨️💸
The real money keeps climbing 🔒
Central banks are buying…
Debt is exploding…
And the safe haven is doing what it does best 👑
✨ Gold is re-pricing the world in real time
#GOLD #SoundMoney #PreciousMetals #Stackers #SafeHaven $XAU
🥇 Gold ripped to an intraday high of $5,031.90
📈 Up over 2% TODAY
While fiat gets printed into oblivion 🖨️💸
The real money keeps climbing 🔒
Central banks are buying…
Debt is exploding…
And the safe haven is doing what it does best 👑
✨ Gold is re-pricing the world in real time
#GOLD #SoundMoney #PreciousMetals #Stackers #SafeHaven $XAU
Silver 🥈 — approaching resistance 👀
A decisive daily and weekly close above the green line would likely mean even higher soon 🚀$XAG
A decisive daily and weekly close above the green line would likely mean even higher soon 🚀$XAG
It is interesting to see how oil prices keep holding steady at these levels, almost as if strong support is forming.
If energy prices begin to rise more broadly, this could turn into one of the biggest market themes of the year, in my opinion.
Compared with other major commodities, the energy sector still looks quite undervalued in today’s market, which means there may be room for prices to move higher if demand and momentum continue to improve.
$XAU
$BTC
If energy prices begin to rise more broadly, this could turn into one of the biggest market themes of the year, in my opinion.
Compared with other major commodities, the energy sector still looks quite undervalued in today’s market, which means there may be room for prices to move higher if demand and momentum continue to improve.
$XAU
$BTC
Gold and Silver have added $800 BILLION in just 2 HOURS.$XAU
$XAG
$XAG
ALT/BTC is showing a very strong breakout signal right now.
For the first time in about 5.8 years, the MACD indicator has stayed green for two full months in a row, and it has also made a bullish crossover, which is usually seen as a positive sign.
This is important because signals like this do not happen often, and in the past they have sometimes come before big moves in altcoins.
If the month of February finishes in green, it could confirm that momentum is turning upward.
That would increase the chances of seeing a strong altcoin rally over the next few months, as money may start flowing from Bitcoin into alternative cryptocurrencies.
Because of this setup, the coming weeks could be very important for the direction of the crypto market, and traders will be watching closely to see whether this breakout continues or fails.
$BTC
For the first time in about 5.8 years, the MACD indicator has stayed green for two full months in a row, and it has also made a bullish crossover, which is usually seen as a positive sign.
This is important because signals like this do not happen often, and in the past they have sometimes come before big moves in altcoins.
If the month of February finishes in green, it could confirm that momentum is turning upward.
That would increase the chances of seeing a strong altcoin rally over the next few months, as money may start flowing from Bitcoin into alternative cryptocurrencies.
Because of this setup, the coming weeks could be very important for the direction of the crypto market, and traders will be watching closely to see whether this breakout continues or fails.
$BTC
🚨 BUFFETT’S LAST PORTFOLIO JUST DROPPED
$274 billion in positions revealed in the last 24 hours.
Why?
Because Berkshire’s 13F filing hit yesterday, and this is Warren Buffett’s FINAL portfolio as CEO before handing the keys to Greg Abel.
He didn’t go quietly.
Here’s what the Oracle did with his last hand:
Apple: Trimmed for the 4th straight quarter. He’s sold 75% of his Apple stake since late 2023.
Amazon: Slashed by 77%. Went from ~10M shares to 2.3M. He’s almost entirely out.
Bank of America: Reduced again. Steady selling since mid-2024. De-risking financials before the next rate cycle.
Alphabet: Didn’t touch his $5.4B Google bet. Berkshire’s biggest tech swing since the original Apple play.
New position, New York Times: ~5M shares. Not a newspaper anymore. 11M+ digital subscribers. Recurring revenue.
Energy: Added 6.6% more Chevron. Added Chubb. Added Domino’s. Businesses that print cash no matter what the market does.
His strategy:
Dump overvalued tech, stack energy and insurance, simplify the portfolio. Hand Greg Abel maximum optionality with $300B+ in cash.
The Buffett era ended exactly how it started.
Just so you know, I’ve been studying macro for over 20 years, and I’ve called the last 3 major market tops and bottoms.
When I make a new move in the market, I’ll say it here so you can copy my moves.
If you still haven’t followed me, you’ll regret it.
$BTC
$XAU
$XAG
$274 billion in positions revealed in the last 24 hours.
Why?
Because Berkshire’s 13F filing hit yesterday, and this is Warren Buffett’s FINAL portfolio as CEO before handing the keys to Greg Abel.
He didn’t go quietly.
Here’s what the Oracle did with his last hand:
Apple: Trimmed for the 4th straight quarter. He’s sold 75% of his Apple stake since late 2023.
Amazon: Slashed by 77%. Went from ~10M shares to 2.3M. He’s almost entirely out.
Bank of America: Reduced again. Steady selling since mid-2024. De-risking financials before the next rate cycle.
Alphabet: Didn’t touch his $5.4B Google bet. Berkshire’s biggest tech swing since the original Apple play.
New position, New York Times: ~5M shares. Not a newspaper anymore. 11M+ digital subscribers. Recurring revenue.
Energy: Added 6.6% more Chevron. Added Chubb. Added Domino’s. Businesses that print cash no matter what the market does.
His strategy:
Dump overvalued tech, stack energy and insurance, simplify the portfolio. Hand Greg Abel maximum optionality with $300B+ in cash.
The Buffett era ended exactly how it started.
Just so you know, I’ve been studying macro for over 20 years, and I’ve called the last 3 major market tops and bottoms.
When I make a new move in the market, I’ll say it here so you can copy my moves.
If you still haven’t followed me, you’ll regret it.
$BTC
$XAU
$XAG
🚨 SILVER FUTURES JUST RIPPED TO $76.66
Up $3.12 this morning as buyers push through key confluence.
Beat the market! 📈 Join our Substack.
$XAG
Up $3.12 this morning as buyers push through key confluence.
Beat the market! 📈 Join our Substack.
$XAG
🚨Silver Has Decisively Broken Through Its Downtrend Line Which Began Jan 30th
Is the BOTTOM Finally In for Silver's Brutal 40%+ Correction?$XAG
Is the BOTTOM Finally In for Silver's Brutal 40%+ Correction?$XAG
🚨 THIS IS VERY UNUSUAL
Large, professional investors are still buying gold options that bet on prices reaching $15,000 to $20,000 on COMEX by December 2026.
The current gold price is about $4,961.
If these bets are correct, it would mean they believe gold could rise to nearly three times today’s price.
What makes this even more interesting is when this buying started.
It did not begin during the strong rally higher.
Instead, it began after gold reached around $5,600 and then fell sharply.
That drop was the moment when many regular investors panicked and sold.
But the big, experienced players did the opposite.
They kept buying, even when the price moved below $5,000.
At this point, they are holding around 11,000 option contracts.
This kind of position is not something people take just because they feel hopeful.
Moves of this size are usually made with serious conviction and careful planning.
Also, I have called major market tops and bottoms for the past 15 years.
And when the time comes for me to fully exit the markets, I will announce it publicly here, just like I always have.
When that happens, many people may wish they had paid attention sooner.$XAU
Large, professional investors are still buying gold options that bet on prices reaching $15,000 to $20,000 on COMEX by December 2026.
The current gold price is about $4,961.
If these bets are correct, it would mean they believe gold could rise to nearly three times today’s price.
What makes this even more interesting is when this buying started.
It did not begin during the strong rally higher.
Instead, it began after gold reached around $5,600 and then fell sharply.
That drop was the moment when many regular investors panicked and sold.
But the big, experienced players did the opposite.
They kept buying, even when the price moved below $5,000.
At this point, they are holding around 11,000 option contracts.
This kind of position is not something people take just because they feel hopeful.
Moves of this size are usually made with serious conviction and careful planning.
Also, I have called major market tops and bottoms for the past 15 years.
And when the time comes for me to fully exit the markets, I will announce it publicly here, just like I always have.
When that happens, many people may wish they had paid attention sooner.$XAU
In the past, bear markets have usually lasted for about 360 days from start to finish.
Right now, this bear market is still very early, because only around 135 days have passed so far.
If the market follows the same pattern as history, it could mean that prices may still have more time to fall before they finally recover.
Because of this, Bitcoin might drop closer to $35,000 before we see a real turning point and a strong move upward again.
So it is important to stay careful, manage risk, and plan your positions wisely instead of assuming the bottom is already in.$BTC
Right now, this bear market is still very early, because only around 135 days have passed so far.
If the market follows the same pattern as history, it could mean that prices may still have more time to fall before they finally recover.
Because of this, Bitcoin might drop closer to $35,000 before we see a real turning point and a strong move upward again.
So it is important to stay careful, manage risk, and plan your positions wisely instead of assuming the bottom is already in.$BTC
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