Mina

Crypto & finance. NFA.
Founder @btcliveco

[Mina @minabtclive]

4 Nov 2024: $1.49B in bitcoin:native netflows.
17 Aug 2026: $1.09B netflows.
Same price levels. Same behavior.

The map from here:
→ We're in the short max pain liquidation zone. Doesn't mean we fall tomorrow.
→ $82,243 = Smart Money Origin area. (Remember when $80K was "gone forever"?)
→ Still leaning higher overall, but we haven't consolidated nearly enough.
→ Major shift expected Oct/Nov 2026

Price falls when everyone's sure we're going up. Always has. Maybe it's different this time? maybe.
📌 Save this.

[Mina @minabtclive]

JUST IN: 🏦 BoE chief economist Huw Pill reportedly signals preference for holding bank rate at 4%, citing persistent inflation risks. No cut on his radar just yet.

[Mina @minabtclive]

JUST IN: 📉 Campbell Soup slashes its dividend as UBS flags another rough year ahead. Even comfort food has limits.

[Mina @minabtclive]

JUST IN: 🇨🇦 Canadian PM Carney reportedly signals openness to negotiating a trade deal with the U.S., saying Ottawa will be ready when Washington is.

[Mina @minabtclive]

JUST IN: 🏛 Tether sued over allegations it froze $42.4M in USDT before authorities had a warrant. Due process cuts both ways, even in stablecoins.

[Mina @minabtclive]

Analysis: Gold is now at $4,522.00, up 3.57% today. The dollar index has slipped to 99.02, down 0.55%. These two moves are speaking clearly: the market is repricing systemic risk, not just inflation.

The US 10-year yield fell 1.00% to 4.75% even as HSBC reportedly sees near-even odds of a September Fed hike. Bonds rallying while a hike is on the table is not a normal rate cycle signal.

Services PMI printed 56.5 against a 56.8 estimate. Still expansionary, but the miss matters at the margin. Canada's composite PMI collapsed to 47.8. The data is fragmenting across borders.

Equities are green but barely moving the needle. SPX up 0.64%. That is not conviction. That is positioning inertia while everything underneath shifts.

Gold at $4,522.00 while the DXY sits at 99.02 is the clearest cross-asset signal today. This is not a commodity trade. It is a reserve-trust trade. The dollar losing ground as gold surges tells you the hedge is not against inflation alone.

The 10-year yield dropping to 4.75% while Fed hike odds remain live is the contradiction traders should be watching. Bonds and gold both bid simultaneously usually means one word: stress.

Services PMI missing at 56.5 versus 56.8 expected adds a soft-demand layer. Still above 50, but the direction matters. Canada's composite at 47.8 is already contractionary. Macro divergence between the US and its closest trading partner is widening fast.

BTC at $78,902, up 2.15%, with Fear and Greed at 65 suggests crypto is reading the dollar softness correctly and catching a bid. But it is not leading this move. Gold is. Crypto is a passenger today, not the driver.

[Mina @minabtclive]

JUST IN: 🤝 Kraken joins SoFi's settlement network and lists SoFiUSD stablecoin, plugging a crypto-native exchange directly into traditional banking rails.

[Mina @minabtclive]

JUST IN: 🇮🇳 India's former RBI chief is reportedly questioning whether the country's headline growth figures are overstated. The government is defending its official stats. When the ex-central banker raises the alarm, it's worth listening.

[Mina @minabtclive]

JUST IN: 🏦 Lloyd's of London puts a number on it: £1.4 billion in estimated losses from Middle East conflict, marking the marketplace's first formal quantified assessment of US-Iran war impact.

[Mina @minabtclive]

JUST IN: 🇺🇸 HSBC reportedly raises U.S. Treasury yield forecasts, now sees near-even odds of a 25bp Fed hike in September. The soft-landing window may be narrowing.

[Mina @minabtclive]

JUST IN: 🔒 Coldcard hack attacker begins laundering stolen BTC via THORChain, converting to ETH. Roughly 10% of funds swapped so far. Clock is ticking.

[Mina @minabtclive]

JUST IN: 🛢 Bangladesh reportedly paid elevated LNG prices amid blackout fears, a warning sign that energy cost pressures in South Asia are far from over.

[Mina @minabtclive]

JUST IN: 🛢 US retail diesel prices hit their highest level since mid-2022, closing in on record territory. Truckers, farmers, and anyone who buys anything: this one lands everywhere.

[Mina @minabtclive]

JUST IN: 🏦 BOJ rate hikes could boost the yuan's appeal as a reserve alternative, BBVA analysis reportedly suggests, as yen carry-trade unwinds push investors to reassess Asian currency options.

[Mina @minabtclive]

JUST IN: 📈 Pons, the token launchpad on Robinhood Chain, hit an all-time high of $5.95M in daily fees, ranking fourth across all protocols globally.

[Mina @minabtclive]

JUST IN: 🇷🇺 Norway seizes a Russian vessel in the Arctic to enforce a $4.22B compensation award won by Ukraine's Naftogaz against Russia. Sanctions with teeth.

[Mina @minabtclive]

JUST IN: ⚠ US pension funds and insurers reportedly sitting on large unhedged USD exposure. If sentiment cracks, the forced unwind could hit the dollar hard, fast, and without much of a cushion.

[Mina @minabtclive]

JUST IN: 📉 USD/JPY slides 0.5% to 157.92 as yen bids firm. Dollar softness rippling through FX. Watch crypto pairs for knock-on moves.

[Mina @minabtclive]

JUST IN: 🇺🇸 Trump signs funding bill, government shutdown averted. The lights stay on, for now.

[Mina @minabtclive]

JUST IN: 🇯🇵 Japanese firms reportedly overhauling capital strategies as borrowing costs hit generational highs. A new era of financial discipline, or just survival mode? Either way, the era of free money in Tokyo is over.

[Mina @minabtclive]

JUST IN: 🤖 Tim Cook steps down as Apple CEO after 15 years. John Ternus takes the helm with a $58M compensation package. An era ends. The hardware era begins.