crypto_hng
"Decoding liquidity games for the 10% who win. | Alpha drops for those who tip & level up."
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“If your phone doesn't ring while you are struggling, Don't pick when you are winning.”
- Warren Buffet
- Warren Buffet
India has allocated ₹7.85 lakh Cr. for defence in the Union Budget.
Defence capital budget has risen from ₹1.80 lakh Cr to ₹2.19 lakh Cr. for modernisation. 🇮🇳
Major procurements are expected to follow this push, incl
• 114 Rafales
• 6 DE Subs
• Indigenous aero-engine development
along with several other acquisition.
Defence capital budget has risen from ₹1.80 lakh Cr to ₹2.19 lakh Cr. for modernisation. 🇮🇳
Major procurements are expected to follow this push, incl
• 114 Rafales
• 6 DE Subs
• Indigenous aero-engine development
along with several other acquisition.
🚨 Budget Allocation: FY26 vs FY27 (₹ crore) 🇮🇳
• Defence
FY26 – ₹6,81,210 cr
FY27 – ₹7,84,678 cr
• Railways
FY26 – ₹2,55,445 cr
FY27 – ₹2,81,377 cr
• Roads & Highways
FY26 – ₹2,87,333 cr
FY27 – ₹3,09,875 cr
• Education
FY26 – ₹1,28,650 cr
FY27 – ₹1,39,289 cr
• Agriculture
FY26 – ₹1,37,756 cr
FY27 – ₹1,40,528 cr
• Rural Development
FY26 – ₹1,90,405 cr
FY27 – ₹1,97,023 cr
• Health
FY26 – ₹99,858 cr
FY27 – ₹1,06,530 cr
• Space
FY26 – ₹13,416 cr
FY27 – ₹13,705 cr
• Science & Technology
FY26 – ₹38,613 cr
FY27 – ₹38,260 cr
• Defence
FY26 – ₹6,81,210 cr
FY27 – ₹7,84,678 cr
• Railways
FY26 – ₹2,55,445 cr
FY27 – ₹2,81,377 cr
• Roads & Highways
FY26 – ₹2,87,333 cr
FY27 – ₹3,09,875 cr
• Education
FY26 – ₹1,28,650 cr
FY27 – ₹1,39,289 cr
• Agriculture
FY26 – ₹1,37,756 cr
FY27 – ₹1,40,528 cr
• Rural Development
FY26 – ₹1,90,405 cr
FY27 – ₹1,97,023 cr
• Health
FY26 – ₹99,858 cr
FY27 – ₹1,06,530 cr
• Space
FY26 – ₹13,416 cr
FY27 – ₹13,705 cr
• Science & Technology
FY26 – ₹38,613 cr
FY27 – ₹38,260 cr
Budget 2026 Key Highlights — Capex Surge, Manufacturing Drive & Market Discipline... 🇮🇳⚡️
> Three ‘Kartavya’ Pillars Anchor Budget 2026...
> Productivity-led growth
> National capacity creation
> Universal access to opportunity
📌 Growth Engine: Manufacturing + Infrastructure
> Record Capex Push
> Capital expenditure raised to ₹12.2 lakh crore (from ₹11.2 lakh crore).
> Focus on long-term assets, not revenue giveaways.
📌 Manufacturing at Scale
> ₹40,000 cr Electronics Manufacturing Scheme
> ₹10,000 cr Bio-Pharma Shakti programme
> ₹10,000 cr Container Manufacturing Mission
> ISM 2.0 to deepen semiconductor materials, equipment & design IP
> Textile revamp via National Fibre Mission + handloom support
📌 MSME & Rural Backbone Strengthened
> ₹10,000 cr SME Growth Fund
> ₹2,000 cr Self-Reliant India Fund top-up
> Gram Swaraj Mission to scale khadi, handicrafts & ODOP clusters
📌 Infra & Mobility Expansion
> 7 high-speed rail corridors announced
> 20 new waterways for freight efficiency
> Infra Risk Guarantee Fund to crowd-in private capital
> CPSE REITs to unlock PSU asset value
📌 Financial & Regulatory Reforms
> FEMA overhaul to align with modern capital flows
> Total Return Swaps introduced for bond market depth
> ₹20,000 cr Carbon Capture Fund for hard-to-abate sectors
> Municipal bond incentive to strengthen urban finance
📌 Market Shock: STT Hike ⚠️
> STT on futures tripled from 0.02% to 0.05%
> Higher costs for F&O traders and brokerages
> Short-term pressure on exchanges & leveraged trading
> Clear signal: speculation discouraged, long-term capital favoured
📌 Tourism, Culture & Youth
> 15 heritage sites to be developed as tourism hubs
> National Institute of Hospitality announced
> 10,000 trained guides + nature & heritage circuits
> Khelo India revamped to strengthen grassroots sports
👉 Budget 2026 is not about instant applause... It is about capacity, scale, and strategic discipline... even if markets feel pain in the short term.
This is a builder’s budget, not a trader’s one.
> Three ‘Kartavya’ Pillars Anchor Budget 2026...
> Productivity-led growth
> National capacity creation
> Universal access to opportunity
📌 Growth Engine: Manufacturing + Infrastructure
> Record Capex Push
> Capital expenditure raised to ₹12.2 lakh crore (from ₹11.2 lakh crore).
> Focus on long-term assets, not revenue giveaways.
📌 Manufacturing at Scale
> ₹40,000 cr Electronics Manufacturing Scheme
> ₹10,000 cr Bio-Pharma Shakti programme
> ₹10,000 cr Container Manufacturing Mission
> ISM 2.0 to deepen semiconductor materials, equipment & design IP
> Textile revamp via National Fibre Mission + handloom support
📌 MSME & Rural Backbone Strengthened
> ₹10,000 cr SME Growth Fund
> ₹2,000 cr Self-Reliant India Fund top-up
> Gram Swaraj Mission to scale khadi, handicrafts & ODOP clusters
📌 Infra & Mobility Expansion
> 7 high-speed rail corridors announced
> 20 new waterways for freight efficiency
> Infra Risk Guarantee Fund to crowd-in private capital
> CPSE REITs to unlock PSU asset value
📌 Financial & Regulatory Reforms
> FEMA overhaul to align with modern capital flows
> Total Return Swaps introduced for bond market depth
> ₹20,000 cr Carbon Capture Fund for hard-to-abate sectors
> Municipal bond incentive to strengthen urban finance
📌 Market Shock: STT Hike ⚠️
> STT on futures tripled from 0.02% to 0.05%
> Higher costs for F&O traders and brokerages
> Short-term pressure on exchanges & leveraged trading
> Clear signal: speculation discouraged, long-term capital favoured
📌 Tourism, Culture & Youth
> 15 heritage sites to be developed as tourism hubs
> National Institute of Hospitality announced
> 10,000 trained guides + nature & heritage circuits
> Khelo India revamped to strengthen grassroots sports
👉 Budget 2026 is not about instant applause... It is about capacity, scale, and strategic discipline... even if markets feel pain in the short term.
This is a builder’s budget, not a trader’s one.
🚨MASSIVE 🚨
IMF’s latest report: India’s contribution to global real GDP growth is now almost twice that of the United States
India’s economic rise has received strong global validation from the International Monetary Fund. In its latest report, the IMF reveals that India is now contributing nearly twice as much as the United States to global real GDP growth.
According to the data, India accounts for 17% of global growth, compared to 9.9% from the US, making India the largest marginal driver of global economic expansion, even ahead of China in incremental terms. Reacting to the data, Elon Musk remarked that the “balance of power is changing,” underlining a clear structural shift in the world economy.
India’s growth is being powered by strong domestic consumption, heavy infrastructure-led public investment, rising manufacturing output, and a sustained demographic dividend, unlike export-dependent or debt-stressed Western economies.
Adding to the positive momentum, the Reserve Bank of India has confirmed that India’s foreign exchange reserves have hit a lifetime high of $709 billion, placing the country among the world’s top five reserve holders. This provides over 12 months of import cover and strengthens confidence in India’s external stability.
Meanwhile, India’s current account deficit remains highly manageable at just 1.3% of GDP, reinforcing the strength of its external balance.
Strong growth, record reserves, and stable deficits together signal one clear reality: India is no longer just part of global growth—it is leading it.
IMF’s latest report: India’s contribution to global real GDP growth is now almost twice that of the United States
India’s economic rise has received strong global validation from the International Monetary Fund. In its latest report, the IMF reveals that India is now contributing nearly twice as much as the United States to global real GDP growth.
According to the data, India accounts for 17% of global growth, compared to 9.9% from the US, making India the largest marginal driver of global economic expansion, even ahead of China in incremental terms. Reacting to the data, Elon Musk remarked that the “balance of power is changing,” underlining a clear structural shift in the world economy.
India’s growth is being powered by strong domestic consumption, heavy infrastructure-led public investment, rising manufacturing output, and a sustained demographic dividend, unlike export-dependent or debt-stressed Western economies.
Adding to the positive momentum, the Reserve Bank of India has confirmed that India’s foreign exchange reserves have hit a lifetime high of $709 billion, placing the country among the world’s top five reserve holders. This provides over 12 months of import cover and strengthens confidence in India’s external stability.
Meanwhile, India’s current account deficit remains highly manageable at just 1.3% of GDP, reinforcing the strength of its external balance.
Strong growth, record reserves, and stable deficits together signal one clear reality: India is no longer just part of global growth—it is leading it.
JUST IN: 🇸🇦 Saudi Arabia’s stock market, Tadawul, set to open up to all foreign investors tomorrow.
January 2026 in Indian diplomacy
-India EU FTA announced
-Visits of UAE President, German Chancellor
-India Arab FMs meet
-Visits of Poland, Japan, Spain Foreign ministers
-Visit of Chinese Communist party delegation
-India delegation at Davos
-Sergio Gor takes charge
-India EU FTA announced
-Visits of UAE President, German Chancellor
-India Arab FMs meet
-Visits of Poland, Japan, Spain Foreign ministers
-Visit of Chinese Communist party delegation
-India delegation at Davos
-Sergio Gor takes charge
Pleased to co-chair the 2nd India - Arab Foreign Ministers’ Meeting in New Delhi.
Underlined the importance India places on its ties with the Arab world.
Highlighted:
➡️ The significance of our cooperation in trade, energy, emerging technologies, connectivity and people to people ties.
➡️ The common threat of terrorism in all forms and manifestations; as well displaying zero tolerance towards it.
➡️ Avenues for deeper engagement in business, skilling, innovation and AI.
➡️ Sharing best practices including in digital governance and support for capacity building.
➡️ The importance of closer cultural cooperation building upon our historic linkages.
Today’s adoption of Delhi Declaration and the Executive Programme for 2026-28 will go a long way in strengthening India - Arab partnership.
Underlined the importance India places on its ties with the Arab world.
Highlighted:
➡️ The significance of our cooperation in trade, energy, emerging technologies, connectivity and people to people ties.
➡️ The common threat of terrorism in all forms and manifestations; as well displaying zero tolerance towards it.
➡️ Avenues for deeper engagement in business, skilling, innovation and AI.
➡️ Sharing best practices including in digital governance and support for capacity building.
➡️ The importance of closer cultural cooperation building upon our historic linkages.
Today’s adoption of Delhi Declaration and the Executive Programme for 2026-28 will go a long way in strengthening India - Arab partnership.
think about this statement .
Stand firm or fall for everything.
I've watched Bitcoin $BTC crash from:
-
$32 to $0.02
$200 to $50
$1,200 to $200
$20,000 to $3,000
$60,000 to $15,000
$126,000 to $78,000
Notice a pattern?
-
$32 to $0.02
$200 to $50
$1,200 to $200
$20,000 to $3,000
$60,000 to $15,000
$126,000 to $78,000
Notice a pattern?
🚨 BREAKING | Budget 2026:
India announces $132.6 billion infra push (₹12.2 trillion) in Budget 2026, up ~8.8% from last year, to boost development and economic growth.
India announces $132.6 billion infra push (₹12.2 trillion) in Budget 2026, up ~8.8% from last year, to boost development and economic growth.
🚨BIG ANNOUNCEMENT
In the Union Budget 2026, the Finance Minister unveiled India Semiconductor Mission 2.0, a major push to strengthen and secure the country’s semiconductor and critical supply chains.
Additionally, rare earth corridors have been proposed across Kerala, Andhra Pradesh, Odisha, and Telangana, marking a decisive step toward strategic self-reliance in critical minerals.
In the Union Budget 2026, the Finance Minister unveiled India Semiconductor Mission 2.0, a major push to strengthen and secure the country’s semiconductor and critical supply chains.
Additionally, rare earth corridors have been proposed across Kerala, Andhra Pradesh, Odisha, and Telangana, marking a decisive step toward strategic self-reliance in critical minerals.
🚨 BREAKING | Budget 2026:
Govt announces India Semiconductor Mission 2.0 with a ₹40,000 crore allocation.
Govt announces India Semiconductor Mission 2.0 with a ₹40,000 crore allocation.
JUST IN: 🇺🇸🇮🇳 President Trump says India is coming in and will buy Venezuelan oil.
🚨Union Budget 2026 🚨
BREAKING: Finance Minister Nirmala Sitharaman has announced a major expansion of India’s transport infrastructure with the proposal to develop seven high-speed rail corridors aimed at linking major cities and economic regions across the country.
Proposed high-speed rail routes include:
Mumbai – Pune
Pune – Hyderabad
Hyderabad – Bengaluru
Hyderabad – Chennai
Chennai – Bengaluru
Delhi – Varanasi
Varanasi – Siliguri
These corridors are expected to:
🔹 Enable faster passenger movement between major cities
🔹 Stimulate economic growth in connected regions
🔹 Promote tourism and business travel
🔹 Support sustainable transport with reduced emissions compared to road travel.
BREAKING: Finance Minister Nirmala Sitharaman has announced a major expansion of India’s transport infrastructure with the proposal to develop seven high-speed rail corridors aimed at linking major cities and economic regions across the country.
Proposed high-speed rail routes include:
Mumbai – Pune
Pune – Hyderabad
Hyderabad – Bengaluru
Hyderabad – Chennai
Chennai – Bengaluru
Delhi – Varanasi
Varanasi – Siliguri
These corridors are expected to:
🔹 Enable faster passenger movement between major cities
🔹 Stimulate economic growth in connected regions
🔹 Promote tourism and business travel
🔹 Support sustainable transport with reduced emissions compared to road travel.
🚨BREAKING: FIRST US BANK FAILURE OF 2026!
🇺🇸 Chicago’s Metropolitan Capital Bank & Trust CLOSED by Illinois regulators due to unsafe conditions and weak capital cited.
🇺🇸 Chicago’s Metropolitan Capital Bank & Trust CLOSED by Illinois regulators due to unsafe conditions and weak capital cited.
The first US Bank of the year has just collapsed:
The first US Bank of the year has just collapsed:
Metropolitan Capital Bank & Trust has been shut down and placed into receivership by the FDIC.
Here's what likely happened and how markets might react:
The Chicago bank was a community bank by asset size ($261M), but operated with the risk of a boutique investment bank.
They operated in three segments:
- Tech-Infused Sports
- Digital Media
- Niche Real Estate Construction
From public information, we're able to see high concentration of risk in these two volatile sectors.
Namely, TMRW Sports, the venture founded by Tiger Woods. The bank didn't just facilitate the equity; it lent against it.
By providing "secured stock loans" and "NAV-backed financing", the bank allowed investors to borrow money to buy into the SPV.
Since the TGL venture dropped and the investment was illiquid, the collateral for these loans likely became worthless. The borrowers, facing liquidity constraints, would default on the loans.
The bank also financed "strategic add-on acquisitions" for clients in the digital media industry and Niche Real Estate Construction.
The bank’s involvement in "gap financing" for construction projects was likely equally toxic. MCB&T’s "creative" gap loans likely suffered total losses on projects that stalled or were foreclosed as construction sectors in 2024-2025 faced difficulty.
Snippet reveals that MCB&T held $43 million in FHLB advances against $261 million in assets (~16.5% of the balance sheet was funded by FHLB borrowing).
A series of terrible investments/loans likely caused the bank to collapse.
_
Commentary:
You'll probably see headlines regarding bank collapses and silver trades.
Yes, community banks are designed to be conservative institutions but they this bank in specific took on a high-risk venture debt models.
This wasn't a bank run, just a terribly run leveraged investment fund.
But here's what to look out for:
$MCB - Metropolitan Bank Holding Corp is not Metropolitan Capital Bank.
The alpha is that if there's an algorithmic sell-off or short sellers mistaking the two, this would be a good buying opportunity.
$KRE - Looks like a buy if the sector sells off largely on "bank failure" headlines.
The bank ran a "casino" model on a community bank balance sheet, but this is isolated.
Look for commercial real estate exposure from small-cap Illinois/Midwest banks like CRE Loans or uninsured deposits ( > 50%) that might be affected.
However, this looks to be an extremely small regional bank and isolated incident so not much market opportunity here.
Metropolitan Capital Bank & Trust has been shut down and placed into receivership by the FDIC.
Here's what likely happened and how markets might react:
The Chicago bank was a community bank by asset size ($261M), but operated with the risk of a boutique investment bank.
They operated in three segments:
- Tech-Infused Sports
- Digital Media
- Niche Real Estate Construction
From public information, we're able to see high concentration of risk in these two volatile sectors.
Namely, TMRW Sports, the venture founded by Tiger Woods. The bank didn't just facilitate the equity; it lent against it.
By providing "secured stock loans" and "NAV-backed financing", the bank allowed investors to borrow money to buy into the SPV.
Since the TGL venture dropped and the investment was illiquid, the collateral for these loans likely became worthless. The borrowers, facing liquidity constraints, would default on the loans.
The bank also financed "strategic add-on acquisitions" for clients in the digital media industry and Niche Real Estate Construction.
The bank’s involvement in "gap financing" for construction projects was likely equally toxic. MCB&T’s "creative" gap loans likely suffered total losses on projects that stalled or were foreclosed as construction sectors in 2024-2025 faced difficulty.
Snippet reveals that MCB&T held $43 million in FHLB advances against $261 million in assets (~16.5% of the balance sheet was funded by FHLB borrowing).
A series of terrible investments/loans likely caused the bank to collapse.
_
Commentary:
You'll probably see headlines regarding bank collapses and silver trades.
Yes, community banks are designed to be conservative institutions but they this bank in specific took on a high-risk venture debt models.
This wasn't a bank run, just a terribly run leveraged investment fund.
But here's what to look out for:
$MCB - Metropolitan Bank Holding Corp is not Metropolitan Capital Bank.
The alpha is that if there's an algorithmic sell-off or short sellers mistaking the two, this would be a good buying opportunity.
$KRE - Looks like a buy if the sector sells off largely on "bank failure" headlines.
The bank ran a "casino" model on a community bank balance sheet, but this is isolated.
Look for commercial real estate exposure from small-cap Illinois/Midwest banks like CRE Loans or uninsured deposits ( > 50%) that might be affected.
However, this looks to be an extremely small regional bank and isolated incident so not much market opportunity here.
JUST IN🇺🇸❌🇨🇳🔥 BlackRock just earned $1 billion net profit in 24 hours by investing $10 million on #SILVER SHORT🔻leverage perpetual trading.
🚨Are you Expect #Silver will reach first $250 per ounce?
🚨Are you Expect #Silver will reach first $250 per ounce?
THIS IS THE REASON CRYPTO MARKET IS DUMPING HARD 🚨
Just now, $BTC dropped below $81K while $ETH reached almost $2,500.
This led to almost $380 MILLION in long liquidations within 30 minutes.
The biggest trigger of this dump was the Insider Bitcoin whale.
This is the same whale who made $200 MILLION by shorting before the October 10th crash.
In the past month, the whale built over $700 MILLION in long positions.
Today, he started to close the positions during a low-liquidity weekend.
Within 10 minutes, the whale closed over $65 million in ETH long positions.
This triggered algos to close other long positions of those who were following this whale.
And the liquidation cascade started.
Now the biggest question is:
Does this whale know something, or is he dumping to buy back cheaper soon?
Just now, $BTC dropped below $81K while $ETH reached almost $2,500.
This led to almost $380 MILLION in long liquidations within 30 minutes.
The biggest trigger of this dump was the Insider Bitcoin whale.
This is the same whale who made $200 MILLION by shorting before the October 10th crash.
In the past month, the whale built over $700 MILLION in long positions.
Today, he started to close the positions during a low-liquidity weekend.
Within 10 minutes, the whale closed over $65 million in ETH long positions.
This triggered algos to close other long positions of those who were following this whale.
And the liquidation cascade started.
Now the biggest question is:
Does this whale know something, or is he dumping to buy back cheaper soon?
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