Mihir Joshi

[Narendra Modi @narendramodi]

Received a call from President Trump and had a useful exchange of views on the situation in West Asia. India supports de-escalation and restoration of peace at the earliest. Ensuring that the Strait of Hormuz remains open, secure and accessible is essential for the whole world. We agreed to stay in touch regarding efforts towards peace and stability.

@realDonaldTrump

@POTUS

[BCCI @BCCI]

𝐂.𝐇.𝐀.𝐌.𝐏.𝐈.𝐎.𝐍.𝐒 🇮🇳

#TeamIndia clinch a record 3️⃣rd ICC Men's #T20WorldCup title 🏆

Take. A. Bow 🫡

#MenInBlue | #Final | #INDvNZ

[Narendra Modi @narendramodi]

Champions!

Congratulations to the Indian team on winning the ICC Men’s T20 World Cup!

This remarkable triumph reflects exceptional skills, determination and teamwork. They have shown outstanding grit through the tournament.

This victory has filled every Indian heart with pride and joy.

Well done, Team India!

[Virat Kohli @imVkohli]

Champions ⭐️⭐️⭐️ Phenomenal win for Team India in Ahmedabad. Absolutely no match for the explosive cricket played by us throughout the tournament. Brilliant character shown by the boys to keep fighting in tough situations and become world champions once again. Congratulations to all the players and all the members of the management for achieving this feat. Jai Hind 🇮🇳❤️

[The Bitcoin Historian @pete_rizzo_]

LIKE, IF YOU WANT PRESIDENT TRUMP TO SIGN #BITCOIN AND CRYPTO MARKET STRUCTURE BY MARCH 1 🔥

[Sapiens - KalshiBackTest.com @BitcoinSapiens]

Jim Cramer says, “Michael Saylor is not to be trifled with. He will do whatever is necessary, he is the Malcolm X of Bitcoin. By any means necessary he will defeat the shorts. He will defeat the shorts!”

[Evan @StockMKTNewz]

Nvidia's $NVDA market cap every February since going public

1999: $1.2B
2000: $3.5B
2001: $7B
2002: $9B
2003: $1.5B
2004: $3.8B
2005: $4B
2006: $7.5B
2007: $12B
2008: $13B
2009: $5B
2010: $9.5B
2011: $14B
2012: $10B
2013: $7.8B
2014: $10B
2015: $12B
2016: $14B
2017: $65B
2018: $140B
2019: $95B
2020: $175B
2021: $380B
2022: $650B
2023: $550B
2024: $1.8T
2025: $3.2T
2026: $4.6T

[Bull Theory @BullTheoryio]

THIS IS WHY BITCOIN DUMPED NON STOP FROM $126,000 TO $60,000.

Bitcoin has now crashed -53% in just 120 days without any major negative news or event and this is not normal.

Macro pressure plays a role, but it’s not the main reason Bitcoin keeps dumping. The real driver is something much bigger that most people aren’t talking about yet.

Bitcoin’s original valuation model was built on the idea that supply is fixed at 21 million coins and that price moves based on real buying and selling of those coins. In the early cycles, this was mostly true. But today, that structure has changed.

A large share of Bitcoin trading activity now happens through synthetic markets rather than spot markets.

This includes:

• Futures contracts
• Perpetual swaps
• Options markets
• ETFs
• Prime broker lending
• Wrapped BTC
• Structured products

All of these allow exposure to Bitcoin’s price without requiring actual Bitcoin to move on chain. This changes how price is discovered because now selling pressure can come from derivative positioning rather than real holders selling coins.

For example:

If institutions open large short positions in futures markets, price can fall even if no spot Bitcoin is sold.

If leveraged long traders get liquidated, forced selling happens through derivatives, accelerating downside moves. This creates cascade effects where liquidations drive price, not spot supply.

That is why recent sell offs look very structured. You see long liquidation waves, funding flips negative, open interest collapses, all signs that derivatives positioning is driving the move.

So while Bitcoin’s hard cap has not changed, the effective tradable supply influencing price has expanded through synthetic exposure.

Price today reacts to leverage, hedging flows, and positioning, not just spot demand.

Adding to this, there are other factors too driving the current dump.

GLOBAL ASSET SELL-OFF

Right now, selling is not isolated to crypto. Stocks are declining. Gold and silver have seen volatility. Risk assets across markets are correcting.

When global markets move into risk-off mode, capital exits high-risk assets first and crypto sits at the far end of the risk curve. So Bitcoin reacts more aggressively to global sell offs.

MACRO UNCERTAINTY & GEOPOLITICAL RISK

Tensions around global conflicts, especially U.S.–Iran developments, are creating uncertainty.

Whenever geopolitical risk rises, supply chain risks increase, and markets shift toward defensive positioning. That environment is not supportive for risk assets.

FED LIQUIDITY EXPECTATIONS

Markets had been pricing a more dovish liquidity backdrop. But expectations around future policy leadership and liquidity stance have shifted.

If investors believe future Fed policy will be tighter on liquidity even if rates eventually fall, risk assets reprice lower.

ECONOMIC DATA WEAKNESS

Recent economic indicators job market trends, housing demand, credit stress are pointing toward slowing growth conditions. When recession fears rise, markets derisk.

Crypto, being the most volatile asset class, sees outsized downside during those transitions.

STRUCTURED SELLING VS CAPITULATION

Another important observation:

This sell off does not look like panic capitulation. It looks structured.

Consecutive red candles, controlled downside moves, and derivative driven liquidations suggest large entities reducing exposure, not retail panic selling.

When institutional positioning unwinds, it suppresses bounce attempts because dip buyers wait for stability before re-entering.

PUTTING IT ALL TOGETHER

It is a combination of:

• Derivatives driven price discovery
• Synthetic supply exposure
• Global risk-off flows
• Liquidity expectation shifts
• Geopolitical uncertainty
• Weak macro data
• Institutional positioning unwind

Until these pressures stabilize, relief rallies can happen, but sustained upside becomes harder.

[Crypto Rover @cryptorover]

💥BREAKING:

WHALE WITH 100% WIN RATE OPENED $165,000,000 #BITCOIN LONG POSITION.

WHAT DOES HE KNOW ?

[Mufaddal Vohra @mufaddal_vohra]

ROHIT SHARMA DROPS BANGER. 🎤

- 2027 World Cup in South Africa.🤞🇮🇳

[Bitcoin Magazine @BitcoinMagazine]

BREAKING: 🇺🇸 Donald Trump says, “I think crypto has got a great future. Maybe we will pay off the $35 trillion” with it.

[Elon Musk @elonmusk]

While I don’t think the debate hosts were fair to @realDonaldTrump, @KamalaHarris exceeded most people’s expectations tonight.

That said, when it comes to getting things done, not just saying nice-sounding words, I strongly believe that Trump will do a far better job.

After all, if Kamala can do great things, why hasn’t she? Biden rarely shows up for work, so she’s basically in charge already.

The question comes down to this: do you want current trends to continue for 4 more years or do you want change?

[njdotcom @njdotcom]

N.J.’s ANCHOR property tax benefit: Your questions answered https://t.co/pYTdIXNrVG

[Salman Khan @BeingSalmanKhan]

Pehle gaane ki pehli jhalak. #LekePrabhuKaNaam! Oh haan, yeh hai Arijit Singh ka pehla gaana mere liye. Song out on 23rd Oct.

#Tiger3 coming to theatres this Diwali, 12th Nov.

Releasing in Hindi, Tamil & Telugu.

#KatrinaKaif @em@emraanhashmi #ManeeshSharma @yr@yrf @ipritamofficial @OfficialAMITABH @arijitsingh @NikhitaGandhi @VMVMVMVMVM @madhankarky @benny_dayal @AnushaManiMusic @boselyricist #YRF50 #YRFSpyUniverse

[Governor Phil Murphy @GovMurphy]

The last week has been incredibly difficult for many people throughout New Jersey and the world.

We pray for continued peace in our state and may New Jersey be a shining example of how diverse communities can live, work and pray together.

[Sachin Tendulkar @sachin_rt]

Congratulations #TeamIndia on an emphatic victory! A difficult day indeed for Sri Lankan cricket. Must say, @mdsirajofficial's upfront spell was rather spicy to handle!

Well done 🇮🇳.

#INDvSL

[WF @WhaleFUD]

BREAKING:

Crypto exchange Coinbase said it will stop serving its users in India.