The bull cycle will come back.
And most people will make the same mistakes again.
Don't say I didn't warn you:
1. Don't marry your bags.
2. Don't put all your eggs in one basket.
3. Secure profits on the way up. Actually do it.
4. Always keep stablecoins on the side.
5. Know your exit before you enter.
The market will give you opportunities.
The question is whether you'll be disciplined enough to act on them.
Save this. You'll need it.
🚨 Bitcoin just dropped from $74,000 to $67,500 in 48 hours. On no real news.
One thesis that fits the data:
The exit liquidity rotation has begun.
In the next months, four companies are raising over $350 billion in fresh equity:
– SpaceX IPO: ~$75B
– OpenAI raise: ~$100B
– Anthropic raise: ~$100B+
– Google net equity issuance: ~$80B
That money has to come from somewhere. Existing portfolios. Risk-on capital. Cash.
Bitcoin is the most liquid risk-on asset on earth. Selling it is the fastest way to free up dollars without triggering tax events on long-held equity positions.
If the most religious Bitcoin holders – the corporate treasuries, the funds, the whales – are even partially rotating to participate in the largest IPO cycle in history, you don't need a news catalyst to explain the drop.
You just need the supply curve to flip.
This isn't bearish on Bitcoin long-term. It's a sign that the entire risk-on crowd is preparing to absorb the largest equity issuance year since 2000.
When the marginal Bitcoin holder needs to be on a SpaceX cap table, Bitcoin goes down for reasons that have nothing to do with Bitcoin.
The exit liquidity avalanche doesn't just hit overvalued stocks.
It hits anything liquid.
This is the only thing you need to read about tariffs to understand Bitcoin for 2025. This is undoubtedly my highest conviction macro trade for the year: Plaza Accord 2.0 is coming.
Bookmark this and revisit as the financial war unravels sending Bitcoin violently higher.
#Altcoins
One of the most bullish charts out there.
I have been sharing this chart for months, I hope you have been listening.
Impulse wave 2 has started.🫡👀
#Altcoins
Never EVER fade this Altcoin-Chart, which I already share with you since 2022.
The similarities are unmistakable, aren't they?
Big things are coming.💯
#Altcoins
Breakout from a 2.5 year falling wedge and currently retesting.
And yet 95% out there are still waiting for a "Black Swan-Event" to buy lower.
Good luck. I think most will buy much higher when they realise that there is no pullback to lower levels.💯
@potermanov Поляки рано стартували з'ясовувати стосунки та пред'являти претензії у невдячності. Повірили, що їх уже пронесло+парасолька НАТО? Минулого року президент Естонії попросила це саме НАТО розповісти, як вони захищатимуть Естонію? Напевно, перша її реакція була-краще б я і не питала
@nikmykh "Все есть яд и всё есть лекарство. Только доза делает лекарство ядом и яд лекарством." Вот самое коварное лекарство, что я когда либо встречал ... )) https://t.co/KOUnxZwEJ6
Bitcoin Price Update:
1. We broke down from our range. As we always discuss, the more times a Support is tested, the weaker it Gets.
2. Dump straight from weekly open with thin order books. Recent Pumps were derivatives led.
3) nPOC tag and reclaim of $29.3k could be a long trigger.
4) Chart suggest we had insane amount of market shorts causing range breakdown, but limit orders didn't absorb.
Market Buying after the dump was absorbed quickly, not looking good for $BTC.
Bias: No trade zone right now, technicals suggest we are macro bullish.
Orderflow suggest we correct more before moving up, bulls don't have strength right now