Every time the dollar index ($DXY) breaks the level of 96, Bitcoin changes its mode.
Historically, a weakening dollar below this mark has been a trigger for the start of an upward BTC trend.
📌 The logic is simple: • a weak dollar = increased global liquidity • cash capital flows out • demand for limited assets increases • Bitcoin reacts as one of the first
This is not a one-time coincidence, but a recurring macro pattern.
When $DXY loses support — BTC gains space for growth.
The market can debate timing. But the connection between the dollar and Bitcoin is too stable to ignore. $BTC
BitMine Tom Lee purchased 41,788 ETH for $97 million — yesterday.
The company BitMine, associated with Tom Lee, continues to increase its position in Ethereum.
📌 My logic is simple: when real money enters an asset, it becomes increasingly difficult for it to sustainably decrease in value. At the same time: • ~32% of ETH is staked and effectively removed from circulation • supply is limited • pressure is created not by fundamentals, but by market mechanics
⚠️ The crypto market today is primarily a CEFI infrastructure: • prices are pushed up and down • leverage is taken out • profits are made on liquidations
And while huge amounts of money are being made from this, the alt-season is simply not needed by the system — alas 🤷♂️
✅ My position remains unchanged: I remain bullish and await growth.
The market can be irrational longer than many are willing to endure. But the fundamentals have not gone anywhere.
🤝 And the decision, as always, each person makes for themselves. $BTC $ETH
Twitter is once again painting a BTC dump to $25,000 in 2026.
The argument is standard: "Every cycle after a peak is a deep decline. This means history will repeat itself."
📊 But if we look at the structure of cycles: • the intervals between peaks are getting longer • the depth of corrections is decreasing • the market is becoming more liquid and institutional
In 2014 and 2018: — declines of –80%+ — absence of ETFs — zero institutional base
In the current cycle: — ETFs, corporate balances, governments — structural demand — less leverage, more long-term capital
📌 A dump to $25k would mean: • total disregard for ETF flows • institutional capitulation • a return of the market to the 2017 model
So far, there are no signs that the market is operating under the same rules.
Bearish scenarios always look convincing in times of uncertainty. But it is precisely at such moments that the market most often changes the rules of the game, rather than repeating the past. $BTC
According to on-chain data, Vitalik Buterin has sold 493 ETH in the last 8 hours for an amount of about $1.16 million.
📌 Important: • the volume of sales is not critical for the market • for Buterin, such transactions are not uncommon • such sales are most often related to: • funding developments • donations • personal expenses • rebalancing assets
Nevertheless, the market traditionally pays close attention to any movements from key figures in the Ethereum ecosystem. $ETH
The head of OKX, Star Xu, stated directly: the events of October 10 were caused by irresponsible marketing campaigns of individual companies, not by "market complexity" or random circumstances.
📉 On that day, tens of billions of dollars were liquidated, and, according to him, the microstructure of the crypto market fundamentally changed.
📌 Key points: • this is not an accident and not a market bug • the damage, according to many participants, turned out to be more severe than the FTX collapse • the reasons are well-known and not difficult to understand
💥 It concerns: • aggressive marketing • exaggerating expectations • massive use of leverage • and systemic distortion of the market risk profile
📊 Conclusion: the market paid the price for the illusion of "safe growth" and endless liquidity.
What happened on October 10, — is a structural failure, not ordinary volatility.
Such events change the market for a long time, even if the price recovers over time. $BTC $ETH
The market has flipped: Bitcoin's volatility is lower than gold's.
According to Bloomberg, Bitcoin's volatility is currently lower than gold's — a rare inversion of traditional roles.
📉 Over the last 30 days: • Gold showed fluctuations over 44% — levels comparable to the 2008 crisis • BTC — about 39%
🥇 An asset traditionally considered a "safe haven" is behaving more aggressively than cryptocurrencies: • gold lost ~10% in a day (from ~$5,600 to ~$4,400) — the worst day in over a decade
📌 Bitcoin has also corrected (around -40% from its local maximum), but against the backdrop of what’s happening, gold appears more chaotic and nervous.
The conclusion is simple: the markets are currently reassessing risk. And traditional "safe" labels no longer guarantee calmness. $BTC $XAU
BitMine Tom Lee records significant unrealized losses on Ethereum.
The company BitMine, associated with Tom Lee's investment strategy, has currently unrealized losses of $ETH amounting to about $6.6 billion.
📌 If these positions are closed, the loss could become the fifth largest recorded trading loss in history.
📊 For comparison: • current losses of BitMine are about 66% of the Archegos collapse (2021) • Archegos Capital Management lost approximately $10 billion at that time • the cause was excessive leverage and high concentration of positions
📉 The situation highlights a key market risk: even a long-term bullish thesis can prove temporarily destructive, if the position size and leverage do not match the asset's volatility.
This is not a story about "directional error". This is a story about risk scale.
The market can be right in the long run. But margins and liquidity always decide — here and now. $ETH
📊 Over the past three days, the cumulative losses of the precious metals market exceeded $10 trillion.
📌 Similar movements: • do not fit within the framework of a normal correction • indicate large-scale liquidations and margin calls • reflect a sharp break of consensus in "defensive" assets
When even metals fall, the market is not speaking of calm, but of systemic stress and capital redistribution. $XAU $XAG
Barry Silbert: the current drawdown is a rare opportunity, not a problem.
According to Barry Silbert, the market is undergoing a healthy reset: excess leverage, speculative junk, and weak projects are leaving, which were inflated during the easy money phase.
📌 Such periods, he says, create conditions for the next wave of large capital in the crypto industry.
Right now, Silbert believes, it's important not to guess the timing, but to determine a strategy and quality assets.
🎯 His priorities: • Bitcoin • Ethereum • Solana • Zcash • Bittensor (TAO) and tokens of its subnetworks
ℹ️ Barry Silbert is the founder of Digital Currency Group and Grayscale, one of the people who shaped institutional entry into crypto long before the hype.
📊 His position is simple: capital enters not in euphoria, but after the market is cleaned up.
Such phases often look painful — and they often seem obvious in hindsight. $BTC $ETH $SOL
Michael Saylor hints again at an additional Bitcoin purchase, writing: 🟧 "More orange".
📌 For the market, this is already a well-known signal: • Saylor's rhetoric traditionally precedes new BTC purchases, • hints appear precisely during periods of pressure and skepticism, • the strategy remains unchanged — buy on weakness.
When the most convinced bitcoin maximalist again talks about "orange", the market usually starts to listen more closely. $BTC #MichaelSaylor