Loomis

Just passing through…

[Loomis @OG_Loomis]

Get educated peeps.

[0xNobler @CryptoNobler]

🚨 HERE'S WHY BITCOIN IS NONSTOP DUMPING RIGHT NOW

If you still think $BTC trades like a supply-and-demand asset, you MUST read this carefully.

Because that market no longer exists.

What you're witnessing right now is not normal price action.

It's not "weak hands."
It's not sentiment.
And it's definitely not retail selling.

Most people have no idea what's actually happening.

And by the time it becomes obvious, the damage is already done.

This collapse didn't begin today.

It's been developing quietly beneath the surface for months.

And now it's gaining traction.

Here's the reality:

The moment supply can be synthetically created, scarcity disappears.

And when scarcity disappears, price stops being discovered on-chain and starts being dictated by derivatives.

That is exactly what happened to Bitcoin.

And it's the same structural shift that already happened to:
→ Gold
→ Silver
→ Oil
→ Equities

The original Bitcoin thesis is broken.

Bitcoin's valuation was built on two foundations:
→ A hard cap of 21 million coins
→ No rehypothecation

That framework ended the moment Wall Street layered this on top of the chain:
→ Cash-settled futures
→ Perpetual swaps
→ Options
→ ETFs
→ Prime broker lending
→ Wrapped BTC
→ Total return swaps

From that point, Bitcoin supply became theoretically INFINITE.

Not on-chain.

But in price discovery, which is what actually matters.

Synthetic Float Ratio (SFR).

The metric that explains everything.

Once synthetic supply overwhelms real supply, price no longer reacts to demand.

It reacts to positioning, hedging, and liquidation flows.

Wall Street can now trade against Bitcoin.

They're not guessing direction.

They're doing what they do in every derivatives-dominated market:
1⃣ Create unlimited paper BTC
2⃣ Short into rallies
3⃣ Trigger liquidations
4⃣ Cover lower
5⃣ Repeat

This isn't "speculation."

It's inventory creation.

They've effectively turned Bitcoin into a market where supply can be created on demand.

And they literally print their own Bitcoin out of thin air.

One real BTC can now simultaneously support:
→ An ETF share
→ A futures contract
→ A perpetual swap
→ An options delta
→ A broker loan
→ A structured note

All at THE SAME TIME.

That's six claims on one coin.

That is not a free market.

That is a fractional-reserve pricing system wearing a Bitcoin mask.

Ignore it if you want, but don't pretend you weren't warned.

I've been calling Bitcoin tops and bottoms for over a decade now, and I'll do it again in 2026.

Follow and turn on notifications before it's too late.

You don't want to miss my next call.

[Loomis @OG_Loomis]

Think inflation is rough? If you are buying goods with Bitcoin you lost about 4% of your buying power today.

[Loomis @OG_Loomis]

@theswansjr @SteveOnSpeed If you’re buying with Bitcoin today, it takes 50% more Bitcoin than it did 6 months ago to complete that purchase.

[Loomis @OG_Loomis]

@theswansjr If it’s “backed by energy,” Bitcoin technically is under performing the USD right?

[Loomis @OG_Loomis]

I wouldn’t agree that it is “backed” by energy.

However it plays a role. Energy is definitely a contributing cost factor for mining, and cost to complete transactions.

The valuation of Bitcoin along with the cost of energy also adds to Bitcoin security.

But energy’s net cost is a liability not an asset.

As of today the cost of energy to mine Bitcoin exceeds the value of Bitcoin.

Energy cost are increasing, commercial mining is slowing, and the hash rate is declining further contributing to the downward pressure on Bitcoin values.

Bitcoins value is backed by its believers overall. It needs demand, either through increased spending/transactions or something to make believers feel their investment is more safe in Bitcoin (whether actually true or not).

[Loomis @OG_Loomis]

@Rajatsoni I’d say HODL’s are getting tested.

What do you think would happen to values if OFAC took massive moves to mess with Bitcoin, essentially making it illegal to convert Bitcoin into USD? It already happens on wallets tied to illicit activity.

[Loomis @OG_Loomis]

@theswansjr Gold has not failed.

Gold trading volume far exceeds Bitcoin on a daily basis.

Gold is proven, Bitcoin is volatile and not stood the test of time.

[Loomis @OG_Loomis]

@RandPaul Apparently it’s how it works, because it’s happening and no one elected seems capable of doing anything about it.

[Loomis @OG_Loomis]

@marklevinshow What about other states with no free speech, forced labor, and governments inflicting brutal punishments on their people.

North Korea, Syria, Sudan and others.

Are we to police the entire world?

[Loomis @OG_Loomis]

I think if you’re on welfare you should have to work 30 hours a week for the city / county wherever you reside.

If you want the support of your community, you should be able to do something in return like assisting city/county services, working on roads, picking up debris etc.

This would also help people be sociable and make people feel better about accomplishing something productive.

[Loomis @OG_Loomis]

$250 US note, great idea to remind everyone it takes $250 to equal the value of $100 just 5 years ago.

And why not put Biden on there too, seeing how both Presidents failed to keep Congress’s spending in check and racked up more debt than any other presidents.

[Loomis @OG_Loomis]

@amyklobuchar 80%+ American Voters Support ID requirements to vote.

[Loomis @OG_Loomis]

@vivi_vivienn102 Reminds me of the Jimmy Buffet song, “Love me like my dog.” Tune goes, “why don’t you love me like my dog does.”

[Loomis @OG_Loomis]

@marklevinshow No way bud, Megan is awesome. You need a lil self reflection for the decisive and bitter content you produce.

[Loomis @OG_Loomis]

@GrantCardone We need a AI Kill Switch to stop spending once the budget runs out.

[Loomis @OG_Loomis]

@RealJakeBroe He can still make fun of whoever he wants, just not at the expense of the media company who he was loosing money.

[Loomis @OG_Loomis]

@T_Manzana27 Colbert was bleeding viewers and the show was loosing money.

Any other sales job otherwise is perpetuated because the network wants people talking about them.

[Loomis @OG_Loomis]

100% Google/Alphabet (already in my portfolio)
- Since inception, has an annualized return of 25%+
- Provides real tangible assets and services
- Proven track record
- Invested in diversity of business’s including tech/AI, owns a stake in SpaceX, BioTech, Enterprises and consumer marketplaces apps and services
- Space X hold 18,000+ Bitcoin which gives you limited exposure

Bitcoin
- Values are in a bear market declining and rebalancing
- New Federal Chairman has indicated he will lower the Fed Balance sheet. This will likely reduce the M2 money supply and make the USD stronger.
- A stronger USD is not good for Bitcoin

[Loomis @OG_Loomis]

@mimuluslarch @grok 3 were killed by children…

[Loomis @OG_Loomis]

@Bodittle Let’s hope the @DNC coronates their queen once again.