illy mattison
2.3K posts





BTC is just lagging equities with the moment that convinces even the brightest minds in the space that it's truly over. But it's not. Not even close. Fuck your 50 week moving average nonsense.



It's not a crime to carry over $10K, we just want to know about it. CBP officers in Texas seized over $70K of unreported U.S. currency. A driver was referred for secondary inspection, during which officers and a K9 unit found the money concealed in the vehicle. Read more: go.dhs.gov/in9


@DonnyDicey You've also been bull posting non-stop for weeks as price has nuked.



I’ve become increasingly confident that BTC & crypto are seeing a sharp reset similar to equities in March/April. Rinse it good — and give us many months and quarters of bull market continuation. The context is different: Equities had a severe risk-off policy signal from the Trump admin — fiscal austerity — while the DXY and yields ripped higher in Q4 2024 (tightening liquidity conditions heading into Q1 2025). Then the entire playbook flipped into a pro-growth, pro-market stance, and the DXY collapsed from 110 to sub-100, massively easing global financial conditions. For crypto right now, it’s different. I’m speculating something larger happened underneath the surface on 10/10, and there’s a chance we find out once this dip completes — or it stays quiet for good. On the liquidity side (comparable to the DXY/yields easing move in Q1): • The TGA spend is set to resume after being rebuilt to $1T (which drained liquidity — similar to the DXY/yield spike in Q4 2024) • The Fed might begin letting the balance sheet expand again • And a rate cut could shift back onto the table once more data comes in TGA spend + balance sheet expansion + a cut back on the table would be enough to trigger a similar freakish reversal to what equities saw from April onwards. A rally most people will resist, like they did equities because they’re convinced “the cycle top is in.”



JUST IN: LUXEMBOURG FINANCE MINISTER JUST SAID HE IS CONFIDENT OTHER COUNTRIES WILL FOLLOW THEM AND BUY #BITCOIN "AS MICHAEL SAYLOR SAYS, THERE IS NO 2nd BEST" 🔥🔥





U.S. HOUSEHOLDS NOW HOLD A RECORD 52% OF THEIR FINANCIAL ASSETS IN EQUITIES — MORE THAN DOUBLE SINCE THE FINANCIAL CRISIS AND ABOUT 5 POINTS ABOVE THE 2000 DOT-COM BUBBLE LEVEL
















