🎯 Summary: Get ready, Prince! The whole story now is not about cryptocurrency, it's about "cost of capital". Your money has a price, and Japan has decided to set it! The next phase requires a cool head and a focus on the long term. Those who are building their portfolio now based on selling are the ones who will celebrate in the next Bull Run.
The numbers are really talking: We saw a liquidation of $19$ billion in one day! Billions leaving the ETFs! This is not a normal market move; it's a severe bleed, and the reason is that "the Widow Maker" has come to collect his money. The bottom line here: Bitcoin is no longer a "hedge against the financial system" as we used to say; no, it has become very much tied to global liquidity conditions. When central banks tighten the belt, all risky assets sneeze. 🐳 The whale paradox... and the awaited Hot Date! This is the paradox that you need to make a video or a fire thread about! 🔥 In the midst of all this selling, who is buying? The whales! While institutions are selling billions to cover their debts, the whales are quietly accumulating hundreds of thousands of bitcoins. Additionally, miners have dramatically reduced their selling! This means that there is "Smart Money" seeing a historical opportunity in this selling. All eyes are now on December $18$ , the critical date for the Bank of Japan. Scenario one (the bank tightens the belt): If they raise interest rates, this will provide an opportunity for greater accumulation, and Bitcoin may test the $75,000$ area before it goes back up again. Scenario two (the bank eases the situation): If they freeze their decision or soften their tone, we could see a crazy Short Squeeze that brings Bitcoin back to $100,000$ in the blink of an eye!
Part One 1 _____________ Bitcoin Hey crypto folks, if you think what’s happening in the market right now is just a "normal correction" or a "natural downtrend," then you’ve missed a lot! The story is much bigger than just selling and taking profits. What is happening is a "deliberate financial execution," and the weapon was not inflation data or anything we were used to... the weapon was Japanese government bonds! 🇯🇵 The Silent Killer: The End of the Era of "Free Money" Imagine, dear prince, that the whole world has been living on a financial deception that lasted 30 years called "Yen Carry Trade." What exactly is this? People were borrowing trillions of dollars from Japan at "almost zero interest," and using that money to buy anything that yields a higher return: American tech stocks, bonds, and... of course Bitcoin (BTC)! We were buying the most expensive assets with the cheapest debts. In the past few days, Japanese bond yields (like the 10-year) jumped up, and this is considered the trigger that detonated this bomb. Once interest rates in Japan rose, the world went into a frenzy: those who borrowed money to buy their homes or stocks or Bitcoin found themselves needing to repay that expensive debt. The only way? Selling! 💸 📉 This is not just a downturn... this is a historical liquidation! The shake was mechanical and painful: rising yields ➡️ strengthening yen ➡️ leveraged positions losing ➡️ liquidations kick in and zeros fly away.
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