Tea Shubitidze | Web3 Research

Market Structure & Liquidity Analyst

Liquidity First | Narrative Second

[Tea Shubitidze | Web3 Research @teakunatea]

Elon really said “this slaps” and dropped a whole chibi music video like it’s just another Tuesday in 2026 😂 Man went from rockets to anime arc overnight. Grok Imagine is cooking way too hard the beat and timing actually hit different.
TeaLiquidity chibi version when? 🤣❤️ @elonmusk 👀❤️

[Tea Shubitidze | Web3 Research @teakunatea]

$1 trillion got wiped from U.S. equities in a single day, and BTC is still holding above 73K like nothing happened. Capital doesn’t just vanish. It rotates. And right now, this divergence is starting to look a lot more like money moving toward crypto than random noise. The main thing is whether this is the beginning of a bigger capital shift into BTC or just a one-day bleed.

[Tea Shubitidze | Web3 Research @teakunatea]

This week is actually insane.

Crypto just had a huge green week BTC +11% to 73K, ETH +13% to almost 2.2K while gold, silver, and global stocks got hit hard because of the US-Iran situation.

What stands out to me most is where the money is going.
Traditional assets are under pressure, while BTC and ETH keep absorbing that flow.

ETF inflows are a big part of that right now.

This is the kind of decoupling people have been talking about for years.

We’ll see soon whether this war premium holds or gets given back next week.

Liquidity First
Narrative Second

[Tea Shubitidze | Web3 Research @teakunatea]

@Matt70002517 @WatcherGuru Yes

[Tea Shubitidze | Web3 Research @teakunatea]

Man this week is actually insane.

Gold, silver, and stocks got hit hard because of the US-Iran situation… meanwhile BTC is up +11% to 73K and ETH +13%.

Scared money is clearly moving out of traditional assets and into crypto.

ETF inflows are a big part of that right now.

This is the kind of decoupling people have been talking about for years.

You think BTC and ETH hold this move, or give it back next week? 👀

[Tea Shubitidze | Web3 Research @teakunatea]

Spilling the tea ☕

BTC is sitting above $70K right now... but I threw so many arrows on the chart so it’s easy to see how those 200-week MAs are still sitting way lower — around ~$60K arithmetic and ~$50K geometric.
In history, every bear market eventually came down and “touched” them. But the real story from the liquidity side is that the ETF billions coming in every month have completely changed the game. In this cycle, we have a kind of steady institutional flow we’ve never had before. I’m still leaning more toward the “this time is different” side, but damn, sometimes it still feels like one bad week could be enough for a real test. 👀

Liquidity First
Narrative Second

Tea | Liquidity

[Tea Shubitidze | Web3 Research @teakunatea]

BTC still holding above $70K while the 200-week MAs sit much lower around $60K and $50K.

Historically, every major bear market came down to test them.

But ETF inflows changed the game. This cycle is not moving like the old ones.

I still lean toward “this time is different,” but it would not take much for the market to test lower levels again.

Are you riding with history here, or with the new institutional flow? 👀

[Tea Shubitidze | Web3 Research @teakunatea]

Spilling the tea ☕
Either S2F is completely broken… or Bitcoin is absurdly undervalued right now.
Real tea from the liquidity side though all these ETF billions every month changed the whole flow game. The old model wasn’t built for this kind of steady institutional buying.
I’m still team undervalued but damn this cycle hits different. You still riding hard with the model or starting to question it heavy? 👀

[Tea Shubitidze | Web3 Research @teakunatea]

@WatcherGuru $50M to $36k is not a trade.
That’s a brutal reminder that on-chain liquidity is real until size hits the book.
One wrong click, one bad route, and the market teaches fast 😬

[Tea Shubitidze | Web3 Research @teakunatea]

10,000 Starlink sats in orbit on Friday the 13th.

From 0 to 10k in years — while most telecoms are still debating fiber rollout.

This isn’t just satellites.
It’s the backbone of the next global financial layer being built in real time.

Liquidity doesn’t wait for cables anymore.
It flows through orbit.

Insane milestone.
Respect.

[Tea Shubitidze | Web3 Research @teakunatea]

BTC just absorbed everything the market threw at it.

$63k liquidity sweep, record negative funding rates, fresh macro pressure — and the higher timeframe order blocks didn’t even blink.

Now we’re coiled tight at $69.7k, right at the edge of the next major structural zone.

This isn’t random sideways action.
This is compression before the real impulse.

Hold this zone = structure stays in full control.
Break and hold $72k = next leg starts loading.

Simple setup. Watching the flow, not the noise.

Liquidity first.
Narrative second.

Tea | Liquidity First

[Tea Shubitidze | Web3 Research @teakunatea]

@AshCrypto

$1B USDT just minted.

This isn’t some random print.

This is fresh liquidity hitting the system right when the structure is coiled and the market is looking for fuel.

Stablecoin issuance at this scale has preceded every major expansion phase in the last cycle.

The “please pump” part is funny, but the order flow doesn’t need prayers.

It just needs capital.

And capital just showed up.

Liquidity First
Narrative Second

Tea | @TeaLiquidity

[Tea Shubitidze | Web3 Research @teakunatea]

Real-world AGI at Tesla + digital AGI at xAI.

This is the ultimate two-track play.

One builds the physical world.
The other builds the financial nervous system that runs on top of it.

Together they don’t just change industries they redefine what “liquidity” even means in the next decade.

The markets of 2030+ won’t be moved by humans reading headlines.
They’ll be moved by agents that never sleep.

Wild setup.

Liquidity First
Narrative Second

Tea | @TeaLiquidity

[Tea Shubitidze | Web3 Research @teakunatea]

Stablecoins have quietly become the backbone of the entire crypto market.

Bull or bear — capital keeps flowing into them at scale. People aren’t chasing pumps anymore. They just want dollars that move fast and stay stable across borders.

This isn’t a trend.
This is the new financial infrastructure being built in real time.

The shift is already here. Most just haven’t realized it yet.

Tea | @TeaLiquidity

[Tea Shubitidze | Web3 Research @teakunatea]

US inflation still at 2.4%.

On paper it looks “under control”.

In real life… groceries, rent, gas and everything else still feels way heavier than that number suggests.

Markets are pricing in the official story for now.

But the gap between the headline and what people actually feel is getting wider every month.

That gap usually gets filled one way or another.

Watching how this plays out.

[Tea Shubitidze | Web3 Research @teakunatea]

@Polymarket @Raghav587587
@liberalxxxxxx
@LxGnzlz

You may not like the story. The scoreboard still exists

[Tea Shubitidze | Web3 Research @teakunatea]

CZ just passed Bill Gates.

This isn’t a meme.
It’s a structural reality check.

A founder who went to prison, rebuilt everything from zero, and still ended up higher than one of the richest men in history while the old financial guard stays flat.

Real conviction + protocol-level infrastructure beats narrative every single cycle.

The scoreboard doesn’t lie.

Liquidity First.
Narrative Second.

Tea | @TeaLiquidity

[Tea Shubitidze | Web3 Research @teakunatea]

@cz_binance ❤️🙏❤️

From prison to passing Bill Gates on the list.

That’s not luck.

That’s what real conviction at protocol level looks like.

Built the biggest exchange on the planet, took every hit, served the time, and still came back stronger.

Respect.

The market always ends up rewarding the real builders.

[Tea Shubitidze | Web3 Research @teakunatea]

BTC is doing exactly what strong structure does.

Took the $63k sweep, survived the worst funding rates in months, absorbed the macro noise — and now it’s just sitting here at $69.7k like nothing happened.

Most people see “boring consolidation”.
I see a spring being loaded.

Key levels I’m watching:
- Hold $68k = bullish
- Break $72k = next leg starts

Simple as that.

No hopium. Just structure.

Liquidity First
Narrative Second

Tea | Liquidity First