🧵 【1/6】Market Review: The $90,000 Barrier Lost and Regained, Texas Fires the First Shot of the 'National Server'
Waking up, BTC has already returned to $91,792.
The retracement to $87,000 over the weekend now looks like a typical 'fake drop' under liquidity exhaustion.
Why am I so confident? Because the underlying narrative logic is undergoing a qualitative change.
Deep analysis of this week's 'Super Week' script👇
【2/6】Strongest Validation: Texas Builds Position, National Server Launched
If you still don't understand what Dean Wang means by 'National Server in the Crypto World,' check this news:
Texas, USA, announces the initiation of a Bitcoin strategic reserve, with the first purchase already made.
This is not just institutions (BlackRock) buying; now the **government (State)** is buying.
The floor for BTC is being raised infinitely. This is a signal for 'regular forces' to enter the market; the future belongs to compliant large funds, and the 'grassroots era' is coming to an end.
【3/6】Macroeconomic Aspect: Bad News = Good News
Last week's small non-farm payrolls surprised the market, pushing the probability of a Federal Reserve rate cut on December 10 to 92%.
The market is preemptively trading this liquidity release.
As long as the Treasury (Besen) and Powell (Federal Reserve) release funds to save jobs, the logic for Bitcoin's rise cannot be disproven.
【4/6】Wave of Compliance: Binance and Robinhood's Advance
Look at the actions of the giants:
Binance secures a full license in Abu Dhabi
Robinhood expands into Southeast Asia
Exchanges are crazily embracing regulation. The future of the crypto world is a **'low leverage, high compliance, slow bull' version of the National Server.
This is also why we need to avoid the MSTR** high-premium 'private server' model—regulatory iron fists will only strike the first bird, not compliant assets.
【5/6】This Week's Strategy: Responding to Super Week
Wednesday (December 10) Federal Reserve decision is a key point.
Most likely script: Announce rate cut -> BTC surges (looking at $95k) -> Short-term pullback on profit-taking.
Operational Instructions:
Hold onto spot positions: The Texas government is buying; don't get off the bus.
Beware of euphoria: If Wednesday's surge is too strong (approaching 100,000), short-term positions can take profits, preparing for a 'sell the fact' pullback.
【6/6】Conclusion
Below $90,000 is likely history.
We are witnessing the historical process of Bitcoin transforming from a 'geek toy' to a 'national reserve.'
The greater the storm, the harder the logic must be.
Hold on, lay flat, and wait for the wind to come!
