Whypeur
Deținător SOL
Trader frecvent
4.9 Ani
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143 Urmăritori
1.0K+ Apreciate
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FIDELITY: $60K MAY HAVE BEEN THE LOW
Bitcoin flushed to $60K last week -- right into Fidelity’s previously identified support zone.
They’re calling it a relatively shallow drawdown compared to prior winters and suggesting the 4-year cycle bull may have ended… but that maturation changes the math.
Look at the first chart. #Bitcoin tracks global liquidity cycles closely. When money supply contracts, BTC corrects. When liquidity expands, $BTC trends. We’re sitting in a zone where global money growth is stabilizing again.
Now zoom out to the second chart -- the “road to maturity.” Each wave has been less violent on the downside and structurally higher on the upside.
Volatility compresses as adoption expands.
Fidelity’s view? $60K could be the base. A few months of chop. Then the next cyclical wave begins.
Nothing is guaranteed. But if liquidity bottoms and adoption keeps rising, history suggests the next move isn’t sideways forever.
Compression builds energy and Bitcoin has a history of resolving compression to the upside. 🚀
📸: Jurrien Timmer
They’re calling it a relatively shallow drawdown compared to prior winters and suggesting the 4-year cycle bull may have ended… but that maturation changes the math.
Look at the first chart. #Bitcoin tracks global liquidity cycles closely. When money supply contracts, BTC corrects. When liquidity expands, $BTC trends. We’re sitting in a zone where global money growth is stabilizing again.
Now zoom out to the second chart -- the “road to maturity.” Each wave has been less violent on the downside and structurally higher on the upside.
Volatility compresses as adoption expands.
Fidelity’s view? $60K could be the base. A few months of chop. Then the next cyclical wave begins.
Nothing is guaranteed. But if liquidity bottoms and adoption keeps rising, history suggests the next move isn’t sideways forever.
Compression builds energy and Bitcoin has a history of resolving compression to the upside. 🚀
📸: Jurrien Timmer
🚨 APARUT ÎN CURENT: $279 milioane au fost șterse din piața cripto în ultimele 24 de ore.
Datele de la CoinGlass arată că aproape 92.000 de traderi au fost lichidați în contextul unei volatilitate ridicate.
Cea mai mare lichidare unică a avut loc pe Binance, unde un trader a pierdut $4.21 milioane pe o poziție SOL/USDT. #crypto #BTC $ETH
$SOL
Datele de la CoinGlass arată că aproape 92.000 de traderi au fost lichidați în contextul unei volatilitate ridicate.
Cea mai mare lichidare unică a avut loc pe Binance, unde un trader a pierdut $4.21 milioane pe o poziție SOL/USDT. #crypto #BTC $ETH
$SOL
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BNB Chain News: VenusFlux and Franklin Templeton Offer Hope Amid Drop
https://coinmarketcap.com/academy/article/bnb-chain-news-venusflux-and-franklin-templeton-offer-hope-amid-drop
BNB Chain lost $30B as Fear hit 9, but $BNB scarcity and new institutional links with Franklin Templeton offer a potential bullish floor.
CMC Português: https://www.instagram.com/CoinMarketCap.Portuguese
CMC Español: https://www.instagram.com/CoinMarketCap.Spanish
#BINANCE #crypto
https://coinmarketcap.com/academy/article/bnb-chain-news-venusflux-and-franklin-templeton-offer-hope-amid-drop
BNB Chain lost $30B as Fear hit 9, but $BNB scarcity and new institutional links with Franklin Templeton offer a potential bullish floor.
CMC Português: https://www.instagram.com/CoinMarketCap.Portuguese
CMC Español: https://www.instagram.com/CoinMarketCap.Spanish
#BINANCE #crypto
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DEFLATION IS COMING -- AND THAT CHANGES EVERYTHING
Cathie Wood says inflation is closer to 0.8% and heading lower. She’s watching real-world signals: Pepsi cutting prices 15%, Coke admitting pushback on price hikes, existing home price growth down to 0.9% YoY, new home prices already negative, gasoline falling.
Pricing power is fading.
At the same time, AI is driving massive cost compression. Training costs falling around 75% per year. Inference costs down 85% or more. That’s productivity hitting the system fast.
If inflation keeps sliding, the Fed’s stance gets harder to justify. Markets move ahead of policy. Liquidity expectations shift before the first cut even happens.
Bitcoin is hypersensitive to liquidity cycles. When the market starts pricing easier policy, it doesn’t ease in slowly -- it moves.
Deflation isn’t a doom signal for crypto -- it could be the trigger. 🔥
Cathie Wood says inflation is closer to 0.8% and heading lower. She’s watching real-world signals: Pepsi cutting prices 15%, Coke admitting pushback on price hikes, existing home price growth down to 0.9% YoY, new home prices already negative, gasoline falling.
Pricing power is fading.
At the same time, AI is driving massive cost compression. Training costs falling around 75% per year. Inference costs down 85% or more. That’s productivity hitting the system fast.
If inflation keeps sliding, the Fed’s stance gets harder to justify. Markets move ahead of policy. Liquidity expectations shift before the first cut even happens.
Bitcoin is hypersensitive to liquidity cycles. When the market starts pricing easier policy, it doesn’t ease in slowly -- it moves.
Deflation isn’t a doom signal for crypto -- it could be the trigger. 🔥
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🚨🇺🇸 DEPARTMENT OF HOMELAND SECURITY PARTIAL SHUTDOWN BEGINS 👀
The Department of Homeland Security entered a partial shutdown at 12:01 a.m. ET after Congress failed to extend funding.
Most DHS operations continue ; about 90%+ of staff are classified as essential.
Travel impacts are expected to be minimal for now, though prolonged shutdown risks could increase airport delays.
Congress is scheduled to return Feb. 23 unless negotiations accelerate. 📅
Most DHS operations continue ; about 90%+ of staff are classified as essential.
Travel impacts are expected to be minimal for now, though prolonged shutdown risks could increase airport delays.
Congress is scheduled to return Feb. 23 unless negotiations accelerate. 📅
BLACKROCK: CEI CARE DETIN ETF-URI BITCOIN NU AU PANICAT
Robert Mitchnick spune că doar aproximativ 0.2% din $IBIT a fost răscumpărat în timpul volatilitații #Bitcoin de săptămâna trecută. Pentru un fond care a crescut la aproximativ 100 miliarde de dolari într-un timp record, aceasta este practic constant. Dacă fondurile speculative ar fi desfăcut agresiv pozițiile ETF, ai fi văzut miliarde de dolari în ieșiri. În schimb, adevăratele lichidări au avut loc pe platformele perpetue cu efect de levier.
Aceasta vine de la BlackRock, cel mai mare administrator de active din lume, cu peste 14 trilioane de dolari în active gestionate. Când își descriu baza de investitori ca fiind pe termen lung și cumpără și păstrează, aceasta reflectă capitalul instituțional - nu birourile de tranzacționare pe termen scurt.
Concluzia este simplă. Efectul de levier a creat volatilitatea. Baza ETF a rămas constantă. Aceasta este o diferență structurală față de ciclurile anterioare și sugerează că $BTC acum are un capital mai profund și mai stabil dedesubt.
Asta contează pentru modul în care acest market absoarbe șocurile în viitor. 💥
#BTC
Robert Mitchnick spune că doar aproximativ 0.2% din $IBIT a fost răscumpărat în timpul volatilitații #Bitcoin de săptămâna trecută. Pentru un fond care a crescut la aproximativ 100 miliarde de dolari într-un timp record, aceasta este practic constant. Dacă fondurile speculative ar fi desfăcut agresiv pozițiile ETF, ai fi văzut miliarde de dolari în ieșiri. În schimb, adevăratele lichidări au avut loc pe platformele perpetue cu efect de levier.
Aceasta vine de la BlackRock, cel mai mare administrator de active din lume, cu peste 14 trilioane de dolari în active gestionate. Când își descriu baza de investitori ca fiind pe termen lung și cumpără și păstrează, aceasta reflectă capitalul instituțional - nu birourile de tranzacționare pe termen scurt.
Concluzia este simplă. Efectul de levier a creat volatilitatea. Baza ETF a rămas constantă. Aceasta este o diferență structurală față de ciclurile anterioare și sugerează că $BTC acum are un capital mai profund și mai stabil dedesubt.
Asta contează pentru modul în care acest market absoarbe șocurile în viitor. 💥
#BTC
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WE’RE AT THE START OF A BOOM
David Sacks argues the U.S. economy is accelerating, not slowing. GDP printed above 4% in Q3 and above 5% in Q4. January added 172,000 private-sector jobs versus expectations around 70,000, while unemployment fell to 4.3%. At the same time, government payrolls declined and private hiring expanded, particularly in non-residential construction tied to AI data centers.
The bigger driver is capex. The four leading hyperscalers are projected to spend roughly $600 billion this year alone. That’s a meaningful GDP tailwind before even factoring in productivity gains from AI infrastructure and software deployment.
If this is early-cycle expansion rather than late-cycle exhaustion, that shifts the macro setup. Strong growth with contained inflation keeps liquidity conditions from tightening aggressively. Risk appetite expands in boom phases, especially when innovation drives capital investment.
If we’re entering an AI-led productivity cycle similar to the late 90s, capital won’t sit idle. It will rotate into growth assets. Bitcoin historically responds when liquidity, expansion, and innovation converge.
If Sacks is right, this isn’t the end of the cycle -- it’s the start of the next one. 🔥
#crypto #AI
David Sacks argues the U.S. economy is accelerating, not slowing. GDP printed above 4% in Q3 and above 5% in Q4. January added 172,000 private-sector jobs versus expectations around 70,000, while unemployment fell to 4.3%. At the same time, government payrolls declined and private hiring expanded, particularly in non-residential construction tied to AI data centers.
The bigger driver is capex. The four leading hyperscalers are projected to spend roughly $600 billion this year alone. That’s a meaningful GDP tailwind before even factoring in productivity gains from AI infrastructure and software deployment.
If this is early-cycle expansion rather than late-cycle exhaustion, that shifts the macro setup. Strong growth with contained inflation keeps liquidity conditions from tightening aggressively. Risk appetite expands in boom phases, especially when innovation drives capital investment.
If we’re entering an AI-led productivity cycle similar to the late 90s, capital won’t sit idle. It will rotate into growth assets. Bitcoin historically responds when liquidity, expansion, and innovation converge.
If Sacks is right, this isn’t the end of the cycle -- it’s the start of the next one. 🔥
#crypto #AI
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PRECIOUS METALS' “STORE OF VALUE” FALLS APART THE MOMENT YOU TRY TO SELL SIZE.
Grant Cardone says he knows someone trying to unload 10,000 pieces of #silver and getting smacked with 30% BELOW market offers. Not because the chart is wrong -- because liquidity is real life. When you try to sell a truckload of shiny metal, you’re “showing your hand,” and buyers punish you for it.
Now scale that to gold. Go try to sell $10M worth of #gold and watch how fast “spot price” becomes a fantasy.
❌ You don’t get paid instantly.
❌ You don’t settle in minutes.
Instead, you deal with validation, storage, and the uncomfortable reality that fake gold exists. And even if everything checks out, you’re still waiting on someone to wire you money while your asset sits behind layers of friction.
#BTC doesn’t play those games. It settles fast, trades 24/7, and moves at scale without vaults, appraisers, or permission.
Gold is heavy. #bitcoin is final. 🟠
$BTC $XAU
Now scale that to gold. Go try to sell $10M worth of #gold and watch how fast “spot price” becomes a fantasy.
❌ You don’t get paid instantly.
❌ You don’t settle in minutes.
Instead, you deal with validation, storage, and the uncomfortable reality that fake gold exists. And even if everything checks out, you’re still waiting on someone to wire you money while your asset sits behind layers of friction.
#BTC doesn’t play those games. It settles fast, trades 24/7, and moves at scale without vaults, appraisers, or permission.
Gold is heavy. #bitcoin is final. 🟠
$BTC $XAU
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Bitcoin ETFs saw $145 million in inflows on Monday as institutional selling pressure eased, with early BTC holders trimming positions rather than exiting, according to Bitwise CIO Matt Hougan.
CMC Português: https://www.instagram.com/CoinMarketCap.Portuguese
CMC Español: https://www.instagram.com/CoinMarketCap.Spanish
CMC Português: https://www.instagram.com/CoinMarketCap.Portuguese
CMC Español: https://www.instagram.com/CoinMarketCap.Spanish
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