Tulum Crypto Club

Is this the "IPO" moment for Bitcoin like @jvisserlabs outlines?

@QuintenFrancois Not exactly brother

Most obvious bottom in Bitcoin history

⚡️JUST IN: Dubai’s crypto regulator has ordered KuCoin to cease offering virtual asset services to residents for operating without a license.

@CryptoCoinShow 37k

🚨JUST IN: Standard Chartered says Bitcoin could fall to $50,000

@thegoldenyogi Will people be so dense to think it's their own idea to start up a new system to replace the corrupt one?

Don't be fooled again. The Who said it well. The old boss is the new boss.

Weakness tells me this is a rage bounce

@thegoldenyogi Nice price!

Michael Burry's proclaimed Bitcoin death spiral. Are you ready to buy at $30k?

@thegoldenyogi Fear is the storyteller far too often

Choose your reality or suffer the one you're given. Bitcoin teaches us to fork it!

@age_6_pepe 🥂

Aura flex 💪 See you in the gigaverse

Looks like new cycles developing

80% float at 32M MC THIS WILL GO WELL

🔥 @zkPass ( $ZKP) is set to go live on Binance Alpha on Dec 19. Eligible users will be able to redeem the airdrop with Alpha Points after trading opens via the Alpha Events section. Bullish🚀

HOADR or HODL?

@thegoldenyogi @CryptoCoinShow It's great to see two of the Crypto Club legends together again! More!

It was an honor to join my old friend Ashton to talk about Tesla, Elon, Ark Investment, and Bitcoin on the @CryptoCoinShow youtu.be/JiB8v66_SD8?si…

@NoLimitGains It’s been moving up only since Covid

🚨 THE BIG COLLAPSE IS COMING!! This could hurt global markets MASSIVELY, but nobody seems to be paying attention. Japan’s 30-year bond yields just reached 3.42%, the highest level in HISTORY. And when Japan moves like this, the whole world can feel it. Here’s why it matters: 1) Japan is the cheap funding plug for the world For years, the plan was simple: borrow yen for free, buy anything that yields more (US bonds, credit, equities, EM, even crypto) When Japanese long rates jump, that trade stops making sense. You don’t need the BOJ to hike 10 times. You just need the market to believe “higher for longer” is back on the table. Reuters is already flagging the move across Japanese rates (Japan’s 10Y hitting a multi-decade peak after BOJ tightening), and that’s the short end / belly. The long end moving too is the part that hurts. 2) Higher long-end yields = forced selling pressure elsewhere Japan’s insurance companies and pensions are enormous and they rebalance very often. When domestic yields finally look attractive again, it changes the math: – less reason to reach for US duration – less reason to hold foreign risk at the margin – more reason to pull money home (or hedge it properly) That’s how you get USD/JPY whipsaw, and that’s how you get alot of pressure on US bonds and global risk assets. 3) This is the nightmare scenario for crowded positioning If everyone’s leaning the same way (long US tech, long risk, long carry, long leverage) and the funding leg starts moving against them, you get the same pattern every time: – volatility spikes – correlations go to 1 – things that “shouldn’t be connected” sell off together – liquidity disappears right when people need it most 4) Why this is bad for crypto specifically Crypto doesn’t care about Japan specifically, but it cares about liquidity + leverage. When global rates back up, two things happen: – the cost of leverage rises – the marginal buyer disappears (the guy using cheap funding and high beta) So even if your favorite coin has some bullish news, the tape can still act heavy because the macro bid is getting pulled. 5) The part retail misses People look at bonds and think: “3.4%… who cares?” Pros look at it and think: “Okay. The discount rate is rising again, funding assumptions are changing, and the safest asset class on earth just got more competitive.” If Japan’s long-end keeps pushing up, it tightens the screws globally. Not overnight, but mechanically. And those mechanical moves are what usually show up in crypto as mysterious dumps for no reason. If you’re trading BTC or alts next week, at least keep one eye on Japan. Matter of fact, when I officially exit all markets, I’ll share it here for the whole world to see. If you miss it, that’s on you. I’ve been studying macro for the last 20 years, and from now on, I’ll share all my moves publicly. You still haven’t followed me yet? You’ll regret it. Just watch.

The greatest money laundering trick ever