Hodl.FM

Everyone's watching Fed. Nobody's watching Japan. Japanese 10Y bonds: 2.39% 📈 Yen carry trade: unwinding 📉 Cayman funds: panic selling US assets The world’s biggest “free money” machine just broke — and risk assets will feel it first. Stay Bad👇 #Japan #Macro #Bitcoin #Crypto #Web4IQ

cause and effect explained

never-ending #ai race

One of the better macro threads this week📍

#Dubai #Iran #Israel #Singapore

#bitcoincrash 🏴‍☠️

Creators are the focus, connection is the value, creativity is the premium. Watch CreatorFi by @insomnia_labs' Co-Founder, Billy Huang, alongside Aptos Foundation's @aptAlix.

#Iran #iranisraelwar

@AwfulWays @annayaksheva every new tool looks like garbage to someone, until it doesn't. see you in a year👀

Trump pushes UFO files into the light. 👽 Multimillion-dollar bets on “no aliens before 2027.” on Polymarket. But here’s the paradox: every time the world looks to the sky… Bitcoin listens. From “alien mummies” to disclosure waves — crypto reacted before proof ever arrived. I’ll uncover what a meeting with aliens could mean for Bitcoin — and why the signals may have appeared before. 🚀 #Bitcoin #BTC #Crypto #UFO #Aliens #Bullish #CryptoNews

.@hexonaut explains how @sparkdotfi is scaling the next era of DeFi with Spark Prime. This new architecture allows borrowers to cross-margin positions across DeFi, CEXs, and qualified custodians—meaning $9B+ in liquidity can finally move as a unified portfolio. [Partner Content]

Bitcoin $10,000 May Be Normal Reversion If Peak Beta - Bitcoin has turned downward and may not find a low-price cure until around $10,000. Before the pandemic distortion and through most of 2020, the first-born crypto hovered near this threshold. My graphic shows that roughly $10,000 is the most traded price since 2019. What stops reversion toward the mode? The S&P 500 (x10) on the same scale as Bitcoin may emphasize the crypto's top underpinning, and beta could be rolling over from 7,000 resistance. If stocks have peaked, that's all that matters in most markets, particularly highly speculative cryptos, of which there are now many millions. An unlimited supply of Bitcoin competitors, along with a worthy up-too-much catalyst -- President Donald Trump's 2024 election -- tilts my bias to normal reversion for the highly volatile and speculative risk asset. Full report on the Bloomberg here: blinks.bloomberg.com/news/stories/t… {BI COMD} #bitcoin #stockmarket @markets

Bitcoin is no longer rising on a weak dollar. The old playbook is broken — and the market may be loading up for a move most traders aren’t positioned for. Who’s driving crypto now, where the real “powder keg” is building, and why the next impulse could catch everyone off guard — watch the full breakdown. #Bitcoin #CryptoMarkets #DXY #TechStocks #Trading

📉 Bear Trap: Is the market trapped in a statistical illusion? Gold below $5,000, BTC is bleeding under $70K— Wall Street parrots “strong economy.” But the numbers are dead. ▫️ Dead Base: "Strong" jobs reports built on revised graves — 1M+ jobs erased. Economy is a house of cards. ▫️The Warsh Blueprint: New appointments don't signal stability. They're paving the runway for a violent rate pivot. ▫️Factor X: The Fed needs an alibi to print. A weak, revised base is the perfect cover. The market may reprice "higher-for-longer" — shifting the focus from confidence in rates to doubts about the fundamentals. What comes under pressure isn't just the rate path, but faith in the Fed's policy itself. 🚀 #Gold #Bitcoin #Fed #Warsh #Liquidity #Macro

Experts warn Bitcoin could drop to $50,000 The main risk is a chain reaction of crypto company bankruptcies if major players collapse. However, calling this a full-scale systemic crisis is still premature. Institutional investors via ETFs have changed the market structure and reduced overall volatility. History matters: BTC has gone through at least 3 similar cycles — and recovered every time, setting new highs. If the current drawdown is limited to ~60%, the potential target sits around $50K. Key pressure points now: • Global liquidity shortage • Strong yen & weak US bonds • Fed rates on hold • Geopolitical uncertainty • No retail interest • US miners under stress (production cost ≈ $74K) A prolonged move below mining costs could trigger bankruptcies — the real black swan risk. #Bitcoin #BTC #Crypto #Markets #Investing art: @Schloppesthesia

They say: a whale dumped $9B in BTC because quantum computers are about to kill Bitcoin💀 In reality: Galaxy Digital denied it. The reason is completely different — and far more dangerous for price right now. 👇 I’ll break down the real forces driving the market and point out where the bottom of this drop likely is. #Bitcoin #BTC #Crypto #CryptoNews #CryptoMarkets #BitcoinPrice #BTCAnalysis #MarketCycle #Trading #FUD

quantum is not why the whale sold novo didn’t connect the two. he said it was one reason ppl are claiming for btc weakness, but he disagrees with that (this is clear if you read the full transcript) he then clarified on bloomberg that quantum isn’t the reason for btc weakness

🎲 Prediction markets now move $6B weekly in crypto. — Last month, weekly volume regularly topped $6B — drawing major capital into event‑based trading. — Three players control 97% of the market — a textbook oligopoly. — Current leaders: Kalshi and Polymarket dominate. The house always wins — especially when there are only three houses. Source: dune.com/datadashboards… #PredictionMarkets #Crypto #Kalshi #Polymarket #hip4 art: @bongdoe