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🚨NOBODY IS TALKING ABOUT THIS $BTC SETUP IS GETTING UGLY. Nothing about the CLARITY Act looks bullish. Odds of passing this year just collapsed: 90% → 23% Last time this happened, BTC went: $97K → $61K (-38%) Now the SEC is preparing its OWN crypto rules. Congress still can’t...

48,622 просмотров • 22 дней назад •via X (Twitter)

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🚨 SOMETHING EXTREMELY BAD IS COMING THIS MONDAY!! The US-Iran peace deal is breaking from BOTH sides now. Trump is NOT accepting it. Iran is NOT accepting it And markets are NOT ready for what comes next. When markets open on Monday, this will NOT be just a dip. This is a geopolitical catalyst hitting an already fragile system. Stocks will dump. Bonds will dump. Bitcoin will dump even harder. That one fact explains a lot. Because this is no longer about hope. It's about the market realizing that the deal everyone was waiting for is not real yet. No breakthrough. No stability. No real off ramp. And when diplomacy breaks down, markets do NOT price hope. They price WAR. There are only a few ways this goes from here, and they are NOT equal. - LIGHT SHOCK: both sides keep talking, markets panic first, oil pumps, then risk tries to stabilize. - HEAVIER SCENARIO: Trump rejects the deal again, Iran refuses the nuclear terms, and markets start pricing a longer conflict. - WORST CASE: talks collapse completely, strikes restart, oil pumps HARD, yields pump, liquidity gets worse, and risk assets dump all at once. That last one is the REAL danger. Because none of this is happening in a vacuum. Oil is already unstable. Bonds are already stressed. Liquidity is already getting worse. And now the peace deal looks like another fake hope trade. Now connect the dots. If the deal fails, oil does NOT move slowly. It pumps HARD. Shipping gets hit. Inflation comes back Central banks stay trapped. And every market that needs cheap energy and easy money gets hit again. That is where the real damage starts. Because once markets stop pricing temporary fear and start pricing prolonged instability, the whole system changes. Capital does NOT rotate calmly. It runs to safety all at once. And risk assets? They do NOT correct. They DUMP HARD. This is NOT a theory. The deal is being rejected from both sides. Markets are NOT pricing the next move now. But they will. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

146,442 просмотров • 3 месяцев назад

Buying $ETH heavy at $1070-$1370 Dont think it goes much lower. Everyone expects $ETH to bleed harder than $BTC from here, but its already insanely oversold. So im taking the other side. Quick on why: ETH/BTC ratio is insanely low. People treat this like $BTC vs some random coin. Its not. $BTC and $ETH are the same kind of asset - supply already out, no insider unlocks, 10+ years of nobody printing or rugging it. The only two real blue chips. The only question is which looks safer from here, and right now its $BTC holding most of the open problems. The cleanest way to see it: the treasuries. Strategy sits on 845k $BTC, paid for with stock and preferred that owes cash dividends. $BTC pays them nothing back, so they have to sell to cover it. Bitmine sits on 5.5M $ETH and stakes most of it, earning around 270M a year. Same drawdown, opposite situation. One bleeds to hold, the other gets paid to hold. And thats the asset itself, not just the treasury. A third of all $ETH is staked and earning. $BTC just sits while its new supply gets sold by miners to cover power bills. Last cycle the loud call was $10k $ETH. Never came. This cycle the loud call is "$ETH is dead", screamed right at the price where it stopped falling. Im not betting against $BTC, i hold both. I just think the one everyone gave up on is the one that pays u to wait. Thats why im buying here. DCA 1370 to 1070 3/4 at 1070. Out under 800.

𝗰𝘆𝗰𝗹𝗼𝗽

277,927 просмотров • 2 месяцев назад

🚨 WARNING: MONDAY WILL BE THE WORST DAY OF 2026!! Trump just OFFICIALLY confirmed that the US will invade Cuba IMMEDIATELY after finishing with Iran. Should I remind you what happened to the markets when the US started strikes on Iran? When markets start pricing that reality, this will NOT be just another headline. This is a geopolitical catalyst hitting an already fragile system. Stocks will dump. Crypto will dump. Risk will get hit all at once. This is no longer just about Iran. It is about expansion. And now the pressure just multiplied. Because when one conflict is still burning and the next target is already being named, markets stop pricing de-escalation. They start pricing EXPANSION. And expansion is where the real damage starts. That one fact explains a lot. This is NOT just a Cuba story. This is about the war map getting bigger, not smaller. There are only a few ways this goes from here, and they are NOT equal. - LIGHT SHOCK: it stays at the headline level, markets panic first, then stabilize if nothing follows. - HEAVIER SCENARIO: Cuba starts getting priced as the next pressure point, and regional risk starts spreading. - WORST CASE: markets start pricing a second front after Iran, and the whole risk picture changes again. That last one is the REAL danger. Because if Iran was phase one, Cuba becomes phase two. Now connect the dots. This does NOT stay political. It hits flows. It hits freight. It hits regional risk. It hits every market that was hoping Iran was the end of the story. That is why this matters so much. Because once markets stop pricing closure and start pricing expansion, the whole framework changes. Not a dip. Not a fake panic. A REAL warning that the geopolitical map is getting bigger again. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

125,288 просмотров • 4 месяцев назад

🔥METAPLANET MOON MATH🔥 Metaplanet had a 568.2% BTC Yield last year. Their small size helped. Even assuming they never trade at a huge multiple, and assuming a much lower BTC Yield, the returns are still ridiculous over the next 5 years. 1× mNAV returns with a 75 % BTC Yield + 30 % Bitcoin CAGR over the next 10 years are flat-out insane: Year 0: 35,102 BTC, $2.64 Year 1: 61,428 BTC, $6 Year 2: 107,500 BTC, $14 Year 3: 188,125 BTC, $31 Year 4: 329,218 BTC, $71 Year 5: 576,132 BTC, $161 Year 6: 1,008,231 BTC, $366 Year 7: 1,764,405 BTC, $833 Year 8: 3,087,708 BTC, $1,894 Year 9: 5,403,489 BTC, $4,310 Year 10: 9,456,106 BTC, $9,804 Halfway through the decade gets you as 61x here with those inputs. Lots of unknowns with this trade, keep in mind that they aim to have 210,000 BTC by end of 2027 and this is projecting about half that with 107,500. 75% BTC Yield for 10 years also will not happen. If you look at the results from this input, years 5-7 is where it starts to get ridiculous. Strategy was able to achieve more than Metaplanet's Year 5 number in a harder currency and by trailblazing... but getting around 1 million Bitcoin by year 6 will be much tougher with prices being higher past 2030. W/ the 75% BTC yield input I think this is a somewhat reasonable result for the first 5 years. Still small enough for plenty of yield. Of course, you could imagine a multiple. Or an even higher BTC Yield initially, then lower. Or a steeper BTC CAGR. Adjust whatever inputs you want. All I know... We’re going a LOT higher, kids. $MPJPY

Adam Livingston

30,335 просмотров • 8 месяцев назад

🚨 BITCOIN IS BEING MANIPULATED AND I’VE GOT PROOF. You just watched $BTC pump from $62.5K to $79.5K with almost no major news. Same script. Over and over again. $63K → $70K → $65K $65K → $73K → $63K $62K → $79K → $58K? This is a LIQUIDITY HUNT. And this latest pump made it even more obvious. More than $3.1 BILLION worth of crypto shorts were liquidated in 24 hours. One of the biggest short liquidation events in crypto history. But everyone is watching the candles. I’m watching the FLOWS. Within SECONDS, Wintermute, Binance, Coinbase and ETF-linked wallets were all active. Huge blocks started moving. Massive buys hit thin order books. Shorts got destroyed. Retail saw the breakout and immediately started FOMOing back into longs. THIS IS THE TRAP. Because now the liquidity has completely flipped. And more than $12 BILLION in long liquidations are still sitting below. That is exactly what I’m watching next. → Pump price and liquidate shorts → Trap retail into fresh longs → Dump price and liquidate longs They farm BOTH sides. No major headline is needed. Just leverage, thin liquidity and enough traders positioned in the same direction. The $62K → $79K pump was not the beginning of a new bull market for me. My downside target is still around $50K–$58K. That is where I’ll start looking for the real bottom. I’ve studied macro for 10 years and called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE the next liquidation cascade begins.

Wimar.X

233,116 просмотров • 21 дней назад