$BTC en bitten in the early morning of December 1st
The $JPY YEN🇯🇵 carry trade and the Fed explain why - and watch out for Wall Street tomorrow Crypto squad, last night was a bloodbath: Bitcoin fell 4% to below 86K, liquidating +400 million in longs and leaving the market at 3T cap.
It's not random, it's a brutal macro unwind that revived the FUD. I argue it briefly, with the fresh chaos from Asia, so you can digest it before the pre-market:
1) Fed in limbo: goodbye to the dreamed liquidity:
We were counting on interest rate cuts from the FED in December to inject liquidity (85% odds of a 25 basis point cut, according to today's CME FedWatch). Last night, with no clear signals, the hype went down the drain; Yahoo reports that investors are fleeing risks like BTC. ETF flows? Tepid, with outflows that hurt without institutional cushion.
2. Yen carry trade collapsing: forced sales everywhere: Japan raised rates, yields on bonds at 17-year highs - goodbye to free money. Investors who leveraged cheap yen in BTC are now rushing to liquidate expensive debts. CoinDesk: the strong yen forces massive sales, not just fear, but real panic amplifying the overnight dip.
3. MicroStrategy: discounted noise, but revived: The specter of them being removed from funds due to their BTC -stack is said to be indestructible, but combined with the Fed-Japan combo, holders are taking profits. It seemed digested (BTC bounced back last week), but today they used it as an excuse to sell. It's not the end - BeInCrypto sees a rebound at 84K if the Fed gives hope.
My outlook: healthy reset post-halving; load up if you're holding long. Or does this send us to 70K? And just now, with Wall Street opening pre-market: how are the big players taking it? BTC ETFs are bought there - if futures dip (as suggested by Investing.com with rate bets), more outflows or dip-buying? Write your prediction below, activate SL let's debate before the open. #BTC #yencarrytrade #FedUncertainty #WallStreetCrypto #ETH
@Binance BiBi ¿If deposits have fallen below 3 trillion, does it mean that there is a lack of liquidity? If there is a lack of liquidity, is it not the most logical thing to ease credit?
Facundo Salva
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LATEST NEWS: U.S. BANK RESERVES FALL BELOW $3 TRILLION!
🔥 Powell doubles down on QT: What does this mean for YOUR portfolio! 🔥 U.S. bank reserves have officially fallen below the $3 trillion mark as Federal Reserve Chairman Jerome Powell commits to aggressive quantitative tightening (QT). 💸 LIQUIDITY LOSS ACCELERATES Bank reserves fall to their lowest level in years 🔸 The Fed continues to reduce its balance sheet despite market stress 🔸 Tighter financial conditions are on the horizon ⚡ IMMEDIATE MARKET IMPACT: 🔹 Fears of a liquidity crisis intensify 🔹 Tightening of credit conditions 🔹 Higher borrowing costs are coming 🔹 The Fed's stance of "higher rates for longer" is confirmed CRYPTO CONNECTION: 🔸 Reduced liquidity = potential volatility for cryptocurrencies 🔸 Capital flows under pressure 🔸 Risk assets face headwinds 🔸 Bitcoin and altcoins' sensitivity increases 💥WHY THIS MATTERS NOW: The Federal Reserve is draining liquidity at a critical moment just as: 🔹 Public spending remains high 🔹 Debt service costs are skyrocketing 🔹 Market fragility is increasing 🔹 Election year pressures are mounting KEY TAKEAWAY: The era of easy money is OVER. Powell remains unfazed. Prepare for continued market turbulence and potential liquidity shocks! ⚠️ WARNING: Market conditions are deteriorating rapidly! Stay alert! 💬What’s your move? Bullish or bearish in this liquidity crisis?
I think it's great, other countries should also boost their cinematic industries, especially when Hollywood's have become a woke mess
Ashwini Roopesh
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U.S President Donald Trump imposes 100% tariffs on all MOVIES made outside U.S 🤐 Yes you read that right. It took me some time to digest what I have read. “Our movie making business has been stolen from the United States of America, by other Countries, just like stealing “candy from a baby.” California, with its weak and incompetent Governor, has been particularly hard hit! Therefore, in order to solve this long time, never ending problem, I will be imposing a 100% Tariff on any and all movies that are made outside of the United States. Thank you for your attention to this matter. MAKE AMERICA GREAT AGAIN! President DJT.” Hardly any industry left where he is yet to share his economics. #TRUMP #TariffWars
pure gossip what does this have to do with the Crypto industry that is around to thank Trump?
Ashwini Roopesh
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China has OUTSMARTED Trump: Leaked photo shows panicked text from freaked-out Trump Cabinet official. 👉 "When the Trump admin's policies are so BAD that Cabinet secretaries are texting each other like 'Wait, are we destroying agriculture?' Spoiler: Yes. Yes you are," 👉 "So let me get this straight. Trump gets into a trade war with China. China STOPS buying American CROPS. Argentine farmers fill the gap, SCREWING US farmers out of billions. Trump then sends $20 billion to help out Argentina's economy. How is this winning? What am I missing?" - Rep. Mark Pocan 👉 "You had me at, 'China has OUTSMARTED Trump,'" - Jody Graf, a retired director of a charter school. 👉 Brooke Rollins, President Donald Trump's agriculture secretary, is apparently worried that the White House administration got outsmarted and outplayed by China, this happened during United Nations General Assembly last week. 👉Recently, this is how U.S helped Argentina's economy and opened a direct credit line of $20 billion swap- "Scott is working with their country so that they can get good debt and all of the things that you need to make Argentina great again. We are giving the president of Argentina our full backing and endorsement." - Trump #TRUMP
It's called Rug Pull... the creators of the currency scammed you, don't invest in just anything, research first, invest in something you think has a future.
XavierTrader06
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Could someone explain to me what happened there? It's my first time operating in the Binance wallet... The coin had only been on the market for a few hours, and it reached a volume of 3.85M%!!! Two hours ago I bought an amount and all of a sudden the coin went to 0 completely. I know that coins go to 0 when there are massive sales, but what seems strange to me is the speed at which it fell...
I know that what I am going to tell you is what I said #Binance who will have access to large amounts of Bs to buy so much Usdt if the country is in recession mystery of the sciences #venezuelaunica
While institutions like BlackRock and Fidelity make moves with $229 million in ETH purchases and over 200 new whales fill their wallets, an unexpected play ignites the board:
💣 One single whale opens a short of 70,000 ETH with 15x leverage — $252 million betting against the market!
📈 The price struggles between $3,630 and $3,780, but if it breaks $3,800 we could see a massive liquidation that pushes Ethereum straight to $4,000… or more.
🔥 This is not just a simple move: it is a battle between giants, and we are witnessing history being written in real time.
⚡ Which side are you on? With those who accumulate or those who bet against?
April, you really know absolutely nothing about economics. Do you want to know why there is inflation? Download the weekly issuance report from the BCV that has altered the State.
I believe that bitcoin is more likely to become an alternative to gold, the world reserve currency may be a cryptocurrency like xrp but I don't think governments...
HELENA_ Lopez
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🇫🇷 France held the world reserve currency for 95 years.
🇬🇧 Britain held the world reserve currency for 105 years.
🇺🇸 USA has held the world reserve currency for 80 years, and may be coming to an end 👀
#Bitcoin will be the future world reserve currency.
of course, we are going to listen to the president of Bolivia (a socialist country, backward and with gigantic inflation)
基兰 Jī lán
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🚨💥 BREAKING: Bolivia Joins the De-Dollarization Wave! 💵❌🌎
Bolivian President Luis Arce has made a bold call to the world:
"Stop using the U.S. dollar in trade and reserves — especially in the Global South!" But what does this really mean? And why now? 🤔
🌐 What’s happening? For decades, the U.S. dollar has dominated global trade, energy markets, and central bank reserves. Countries rely on it to buy oil, settle debts, and store value.
But President Arce argues this system keeps poorer nations dependent on U.S. policy, which often benefits Washington at the expense of others. 🇺🇸💸
⚡ Why is this important? The dollar's dominance gives the U.S. massive global power: it can print more dollars, influence interest rates, and even impose sanctions. Many countries — especially in Latin America, Africa, and Asia — see this as unfair and risky, especially during crises or when the U.S. raises rates. Calls like Arce's reflect a rising global movement toward “de-dollarization” — using local currencies, gold, or even crypto for trade. 🪙🔥
🚀 What could happen next?
✅ Countries in the Global South might sign trade deals using Chinese yuan, euros, or regional currencies. ✅ Crypto and gold could become bigger parts of national reserves. ✅ The U.S. dollar’s share of global reserves might slowly shrink — shifting the balance of economic power.
🧠 Big picture: President Arce’s call isn’t just about Bolivia. It’s part of a growing push for financial sovereignty:
Break free from dollar dependency Protect local economies from Fed rate hikes Build fairer trade systems that aren’t controlled by a single country 💥 This could reshape global finance in the coming years — and it's a story to watch closely! 🌎🔍
DISTRIBUTING $BNB coin !! No investment, no trades GET BOX Tap here steps are mentioned below !! 1: follow me 🥹 2: go through the link 3: write " done " in the comments
scares those who bought yesterday... but those of us who have been buying from below are Chill
Mister Crypto Full
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Bullish
🚨 Calm down, BTC enthusiasts! 🚨
Today's drop in Bitcoin may scare newcomers to the market, but for those closely following the fundamentals and the charts, it's all within expectations. 🧠📉
When we overlay the BTC chart with the global M2 (world monetary supply), it was already possible to foresee this correction. The current movement is natural, healthy, and part of the cycle. Nothing goes up in a straight line — especially an asset with the strength and potential of Bitcoin. ⚡
Giving up now is to forfeit the next impulsive upward move. 🚀 The market is just catching its breath before it starts running again. Those who understand the game know that moments of fear are often the best opportunities.
Stay strong, with strategy, long-term vision, and focus on the fundamentals. The future remains decentralized. 🌐🟧
DID YOU SEE THE CURRENT PRICE? I'M NOT FROM THE FUTURE, OK? 😅 I repeat it once more. I learned 100% by myself, not YouTube, not TikTok, not Google, just by watching Binance and not even the gurus who read candles or the clown academies 🤣 I just looked at charts and spent around 1000 hours trying to understand 🤯 Every time I post, it's so you understand. I have no competition, I didn't teach anyone what I learned, maybe I taught them 10% and I always say it.... I am anonymous to keep living. But I respect the things I can't tell you. And I understood it on my own. Nobody told me 🤫 but I avoid ☠️ even if you doubt, I can solve things that no elite can and they know it....
didn't understand anything from the chart, why would BTC go lower than it will with more liquidity and more institutional money?
Fariel Trades
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🔥🚨Attention ⚠️ EVERYONE thinks they will sell at the top But 95% go down with the fall I built a bulletproof exit plan for 2025 — to secure profits before the drop Here is the exact strategy I am following👇🧵
💥You have been such a valuable member of our BINANCE TEAM! 🚨 This is not the end; it is just a new beginning. "*I wish you all the best because you deserve nothing less*" "*I also pray for your future endeavors.*"
Enjoy your well-deserved break. You deserve it!
This is not investment advice.
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I hope you do.
Analyze immediately and receive on-chain data from the top news and for interesting and latest news and updates about Cryptocurrencies around the 🌍 world 🌎 #CEXvsDEX101 #TradingTypes101 #MarketPullback #ElonMuskDOGEDeparture #BinanceAlphaAlert $BTC {spot}(BTCUSDT)
you never know, but the fundamentals are VERY STRONG... The only concerning thing (and not just because of BTC) is the economy of the US with its large debt that is starting to seem almost unpayable
M Abdul mubeen
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Just saw this this on Twitter He said " $BTC see you guys at 50k" 😳
I don't know, I couldn't set a fixed price on a currency... it is criminal and generates crisis, hunger, bankruptcy, and corruption to do so. Chavism only shows weakness and desperation with this.
Mario traider
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Is Venezuela once again under exchange control? Since the arrest of the CAP responsible for Monitor Dolar, those dedicated to publishing the price of the dollar in its BCV, Average, and Parallel modes have ceased to do so; today no publications regarding the exchange rate have been observed on any social media. Attention Venezuelan traders.