Big exchange insolvent, price breakdown making you puke, it’s going to zero, crypto will never recover, everybody is ruined
Welcome to the market bottom. #Bitcoin
Crypto guys fail to realise financialization of Bitcoin changes behaviour.
It has shown us signs: No blow-off, emotional retail top but distribution even in risk on environment. Fast unwind of leverage (Oct 10) and mechanical selling due to exposure/risk balancing.
We good.
Bitcoin Weekly RSI just went below the 30 threshhold, ‘oversold’.
Quite early for the bear year of the 4-year cycle. It can stay here for a while but it is more a Bitcoin ‘DCA-in’ signal.
In 2022 it was at 26k when it reached this point and 3.5k in 2018.
Makes you think 🤔.
@SparkingFIRENC If you think anything of this magnitude (world currency) will change peacefully and organically you’re either innocently faithful or very ignorant of human nature
Having great and reliable income streams beats anything you’re ever going to earn playing in the public markets.
Markets are a compounding machine, rewarding patience and consistency, not hope and moonshots.
@TXWestCapital Price increases hit hard for consoles and games. Nintendo and Microsoft pushing $80 price tag has been met with heavy criticism. Increase in game catalogue subscriptions too. If you have a running gaming PC it’s probably the best choice since the best prices are usually there
Let me break it down as easy as possible:
All the good news and effects happened to Bitcoin
People lost 90% in alts in a bull run
No apparent advancements in the last years apart from gambling on prediction markets and gambling on memes
No disposable income for dumfuccery
"i'm leaving crypto", "crypto is dead", "wasted 8 years of my life in crypto".
we had a severe bear market in 2022 but it seems the rate of ppl leaving crypto now is much higher although crypto's adoption is at ath.
what has changed?
it seems everybody has realized that the alt szn thesis is dead and we will never get one like 2021.
in previous cycles, it was just about surviving the bear and you could make it on the next bull run. happened in 2017, 2021 and to a small extend 2024.
the game has changed, easy days are gone. crypto has matured, the market is much more efficient. we have seen all flavors of token launches and the expectation on new token launches is down only.
btc continues to outperform most tokens and stocks are outperforming btc. the few ones that pump are either insider games ($pippin) or you somehow missed them because you thought you are late ($zec).
what factors contribute to overall happiness?
(1) purpose
(2) status
(3) irl socially engaged community
(4) learning
(5) having an impact
(6) financial rewards
unless you are a builder/founder or working for a good crypto company (rare), so for the majority of ppl, all these things were non-existent except financial rewards. it's not surprising to see these ppl leaving once they realize their dream about financial freedom has not materialized and has never been that far. i think this is also why this cycle was the least retail dominant cycle of all.
crypto has an identity crisis.
not only, it no longer attracts retail. but crypto natives are also fatigued. the crypto adoption (stablecoins, dats ) happened but if anything resulted in even more extraction.
this too shall pass, and once again, crypto will get stronger on each cycle.
but each cycle needs a reset to allow the next cycle to happen.
@Barchart Calling $13.5B a massive liquidity injection is misleading. Fed did $120B/day repos in 2019.
This chart only looks huge because the axis starts at zero for 4 years. And repo was magnitudes smaller in dot com era. Stress but not crisis worthy. Nice engagement farm tho.
The Old Money System Just Hit Its Breaking Point - And a New One Is Rising.
On December 1, 2025, something historic happens that almost nobody in the mainstream is talking about:
The Federal Reserve crossed a line it can never uncross.
Quantitative Tightening ended. The balance sheet froze at $6.57 trillion.
The Fed drained $2.39 trillion out of the system - the largest liquidity withdrawal in world history - and instead of stabilizing the system, it exposed how fragile it truly is.
Then the real shock hit:
• The Reverse Repo safety valve (once stuffed with $2.5T in excess cash) has collapsed to almost zero.
• Bank reserves have dropped to $3T - the danger zone.
• Treasury markets buckled. SOFR spiked.
• The Fed’s “emergency-only” Standing Repo Facility suddenly became a daily requirement, not a crisis tool.
• And now the Fed effectively promises:
“Any Treasury bond can be instantly turned into Fed money, anytime, no limit.”
This means the Fed is no longer a lender of last resort.
It’s the lender of every night.
The old system is permanently broken.
This is not a “policy shift.”
This is the birth of a new monetary regime.
A regime where the U.S. government must rely on the Federal Reserve every day simply to keep Treasury markets from seizing up.
And when a money system must be rescued every 24 hours, it is no longer a money system.
It is life support.
THE GOOD NEWS: A NEW SYSTEM IS ALREADY BEING BUILT.
While the old, opaque, debt-soaked fiat system enters the “Standing Repo Era,” the world is quietly building a brand-new global financial architecture on top of Distributed Ledger Technology (DLT):
1. The GENIUS Act (Stablecoin Law)
For the first time in U.S. history, stablecoins are federally regulated as real, dollar-redeemable money backed 1:1 with high-quality liquid assets.
This isn’t “crypto speculation.”
It’s programmable U.S. money that moves at internet speed, settles instantly, and operates outside the bottlenecks of legacy intermediaries.
2. ISO 20022 (Global Messaging & Transparency Standard)
This standard — now fully activated across global banks and clearing systems — exposes what used to be hidden:
• transaction routes,
• embedded fees,
• collateral shortfalls,
• liquidity leaks, and
• fraudulent flows previously buried inside SWIFT’s opaque formatting.
For the first time, global money movement is transparent, structured, traceable, and auditable.
In Biblical language:
What was done in darkness is now being shouted from the rooftops.
(Luke 12:2–3)
3. The CLARITY Act (Digital Commodities Law)
This legislation, now advancing again after the shutdown ended, will define:
• which digital assets are securities,
• which are commodities,
• how decentralized networks are certified,
• how exchanges operate, and
• what “mature blockchain systems” are allowed broad public access.
This opens the door for commodity-grade digital assets like XRP, XLM, ALGO, HBAR, etc., to become infrastructure rails, not speculative toys.
4. Real-World-Asset (RWA) Tokenization
Real estate, commodities, bonds, invoices, treasuries, trade credits, and entire supply chains can now be converted into digital tokens on a ledger - with:
• fractional ownership,
• real-time settlement,
• reduced counterparty risk,
• global liquidity, and
• transparent valuation.
Trillions will migrate onto ledgers.
Not because it’s trendy - but because it’s cheaper, faster, safer, and more honest.
5. Sovereign Trade + Mutual-Consent Architecture
Nations are now negotiating trade, tariffs, supply chains, and settlement directly over interoperable DLT rails - without needing to beg approval from:
• the IMF,
• the World Bank,
• the BIS,
• private central bank cartels, or
• unaccountable NGOs.
This moves power out of centralized globalist bodies and back toward:
•sovereign countries,
•commercial banks,
•corporations, and
•individual citizens.
(.. part 2/2 cont’d👇🏽)
@USTreasury@Ripple
@Mikeliberation@WatcherGuru ETFs were cool to watch at the beginning to see the interest in bitcoin. Now it just reflects the volume on Bitcoin. Sell high buy low. At the end of the day Blackrock just represents the interests of their investors.