Binance retirera et cessera le trading sur la ou les paires de trading Spot suivantes le 27/01/2026 à 9h00 (Paris) :
🔸 COMP/BTC, DASH/ETH, ETC/ETH, IO/BTC, LINEA/BNB, MINA/BTC, MMT/BNB, MOVE/BNB, OG/BTC, OGN/BTC, PLUME/BNB, RUNE/ETH, SHIB/DOGE, TON/BTC, VET/ETH et YB/BNB
[Cliquez ici pour plus d'informations](https://www.binance.com/fr/support/announcement/detail/9faa3bdf8c614aa6a1dac40e9f38acef)
The most crowded trade on Wall Street is about to blow up
55,699 contracts short CAD. Historic extreme. "Never been as bearish" per BMO
The thesis: Trump will impose 100% tariffs on Canada.
Here's what they're missing:
The Supreme Court is about to rule that IEEPA doesn't authorize tariffs
Oral arguments showed Gorsuch, Barrett, Roberts, AND Kagan skeptical.
Prediction markets: 65-77% invalidation.
If IEEPA falls, the 100% tariff threat has no legal pathway for 3-6 months
But there's a deeper constraint they don't model:
In April 2025, Trump announced Liberation Day tariffs. S&P dropped 10.5% in two days
He didn't blink
Then the 10-year spiked 64 basis points in seven days
Investors were selling Treasuries during a stock crash
Within hours, Bessent raised the alarm. By midday, Trump paused all tariffs
His own words: "The bond market is very tricky. People were getting a little queasy."
The bond market is his veto player
100% Canada tariffs would spike yields hundreds of basis points. Oil, gas, potash, auto parts all embedded in American supply chains
He can threaten anything
He cannot absorb 5% yields
The enforcement base rate across Trump's tariff threats: less than 20%
June 2019 Mexico: threatened, suspended in 8 days
August 2020 Canada aluminum: imposed, withdrawn in 6 weeks
February 2025 Canada: 25% nominal, 5.6% effective after exemptions
Market prices full enforcement
History says 15-20%
Mark Carney isn't defying American power
He's arbitraging the gap between what Washington wants to do and what Washington can actually do
Seven years ago at Jackson Hole, he diagnosed the "destabilizing asymmetry" of dollar dominance
Last week in Beijing, he executed the operational version: trade diversification as monetary sovereignty
The catalyst window:
SCOTUS ruling: weeks away Canola deal execution:
March 1 USMCA review: July 1
The shorts positioned for Armageddon face a reality where the threatened catastrophe cannot legally materialize.
When they cover, there's no liquidity
The squeeze will be violent
Position accordingly.
$BTC
🚨 BITCOIN IS BEING HELD IN PLACE, BUT IT’S ABOUT TO BREAK
If you’re wondering why BTC feels stuck between $85k & $95k while everything else is going up…
I have the data right here.
And the magnetic pull holding us back expires in only 4 days.
Here’s what’s about to happen:
Bitcoin is currently caught in a massive options web.
Look at the chart below, the concentration for JANUARY 30 is nearly double anything else…
Market makers are currently in a "Long Gamma" position in this range.
– As price rips: They’re forced to sell to stay hedged.
– As price dips: They’re forced to buy to stay hedged.
It’s the reason why every pump gets immediately rejected and every dump gets bought up instantly.
It’s not weak buyers, it’s forced dealer activity.
The chart shows a massive MAJOR UNWIND on January 30.
As we approach this date, the "Price Pin" starts to vanish.
Once these options expire, the hedges are gone, and the mechanical selling that’s been suppressing our rallies DISAPPEARS.
We go from a pinned market to a released market.
When that much gamma leaves the system at once, the move is usually fast and violent…