98% of people will lose everything before they realize what’s happening.
The Fed just released new macro data and it's much worse than expected.
This is VERY bad for markets.
If you’re holding assets right now, you won’t like what comes next.
What’s happening right now is not normal.
It’s a systemic funding problem developing quietly beneath the surface, and nobody is positioned for it.
The Fed has already been forced to respond.
The balance sheet is up roughly $105 billion. The Standing Repo Facility has added $74.6 billion. Mortgage-backed securities are up $43.1 billion. Treasuries increased only $31.5 billion.
This is not bullish QE. This is the Fed adding liquidity because funding conditions tightened and banks needed cash.
When the Fed is taking more MBS than Treasuries, it means the collateral being brought to the window is lower quality. That only happens under stress.
This is not a U.S.-only issue. China is doing the same thing at the same time. The People’s Bank of China injected over 1.02 trillion yuan through 7-day reverse repos in a single week.
Different country, same problem. When both the U.S. and China are forced to inject liquidity simultaneously, it’s not stimulus. It’s the global financial plumbing starting to clog.
Markets always misread this phase.
People look at liquidity injections and assume it’s bullish. It’s not.
This isn’t about price support. It’s about funding. When funding breaks, everything else becomes a trap.
The sequence is always the same. Bonds move first. Funding markets show stress before equities react. Stocks ignore it until they can’t. Crypto experiences the most violent swings.
Now look at the real signal the market is sending. Gold is at all-time highs. Silver is at all-time highs.
This isn’t a growth story or an inflation trade. This is a rejection of sovereign debt. Capital is moving out of paper promises and into hard collateral.
We’ve seen this exact setup multiple times before. → In 2000 before the dot-com crash.
LookOnChain flagged an Ethereum OG who bought 154,076 ETH at around $517. He has deposited 40,251 ETH worth $124 MILLION to Bitstamp in the past 2 days.
🔥 BULLISH: Cathie Wood says the US government may start buying $BTC to build a national reserve, arguing crypto is politically important for Trump ahead of the midterms and could shape the next phase of US policy. #BTC #Crypto
FED snížil úrokovou sazbu o 25 bazických bodů. Očekávání se splnilo. Powellův projev bude velmi důležitý. Na grafu $BTC a $ETH je vysoká volatilita. Vyhněte se rizikům trhu s futures...
LUNC, USTC a LUNA pokračují ve svém vzestupném trendu. $LUNA vzrostl o více než 70 %. $USTC také vykazuje významný výkon. Terra a Terra Classic nadále vykazují momentum.
$148 milionů v hodnotě krátkých obchodů bylo likvidováno v poslední hodině. Dochází k významným likvidacím. Velké krátké pozice jsou likvidovány v $ETH a $BTC .
Likvidace ve skupině Terra jsou také pozoruhodné. Dochází k významným krátkým likvidacím v $LUNA a $LUNC .
DutchLUNC se stal největším validátorem na řetězci Terra Classic. Všechny $LUNC mince stakované napříč několika validátory, včetně Auto-Stake, byly shromážděny novým validátorem.
Nevíme, kdo ovládá validátora DutchLUNC, a jsme zvědaví.