💥 Why did the cryptocurrency market crash?
There is a version that the reason is the failure of one or several hedge funds from Hong Kong that overestimated the risk and got carried away with leverage.
📊 Key indicators
📈 Record trading volumes of IBIT (BTC ETF) — ~$10.7 billion per day
🧨 Record turnover in IBIT options (~$900 million in premiums)
📉 BTC and SOL fell synchronously (unusual for the market)
😶🌫️ Minor liquidations on cryptocurrency exchanges → source outside CeFi
🏦 What could have gone wrong
Funds with 100% capital in IBIT (margin isolation)
Many of them are registered in Hong Kong 🇭🇰
Used options with high gamma + leverage
Financing was through JPY carry trade 💴
🥈 Trigger
Sharp drop in silver (-20%)
Losses in metals + rise in funding costs
Attempts to "recoup" only exacerbated the situation
💣 Finale
Forced liquidation of positions in IBIT
Mass sale of BTC → market dump
Possible problems even for brokers
⏳ What's next
The real culprit will only be seen through 13F reports
Disclosure — in about ~45 days
Rumors will likely surface sooner 🕵️♂️
🧩 Conclusion This is not a "crypto-crash," but a leverage explosion outside of crypto that hit BTC as the most liquid asset.
#RiskAssetsMarketShock #MarketCorrection #WhenWillBTCRebound #BinanceSquareFamily

