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Jerome
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Jerome
@jerome_1202
⏳Time maxi
Geneva, Switzerland Katılım Temmuz 2013
4.5K Takip Edilen3.2K Takipçiler
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🚨 MARKETS ARE ALREADY BREAKING AND THIS IS JUST PHASE ONE
Everything is RED.
Liquidity is THINNING.
Risk is getting DUMPED across the board.
But here’s the part people aren’t ready for:
THIS IS STILL THE EASY PART.
The real downside isn’t macro.
It’s GEOPOLITICS.
There’s a growing probability that Trump escalates against Iran.
And if that happens, markets don’t “price it in”,
They GAP LOWER.
War risk hits:
> ENERGY
> RATES
> FX
> GLOBAL LIQUIDITY
All at once.
When geopolitics collide with fragile markets, there is NO BID.
If you think this selloff is the bottom, you’re early.
This isn’t fear. It’s SEQUENCE.
BIG MONEY like exchanges and funds dump into thin liquidity NOW.
THE GOAL WAS LIQUIDATION.
As price ripped, longs were forced to cover... and that covering became fuel.
You can see it in liquidations data. OVER $650M positions were liquidated in just a FEW hours.
Large transfers hit exchanges immediately after the spike.
This is how it works:
- Pump price to trigger forced buying.
- Let liquidations do the work.
- Then dump inventory into that demand.
This is a COORDINATED DUMP.
And the worst thing: THIS IS LEGAL.
Nobody cares.
I have been in the market for 10 years now and called every TOP and BOTTOM.
Follow me and I will EXACTLY tell you when I will do my next move.
Many people will regret not following me earlier...

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Jerome retweetledi

Venezuela: The $60B+ Bitcoin "Shadow Reserve"
Markets focus on the $17T+ in Oil that Venezuela owns.
But what they don't know is that Venezuela one of the largest active $BTC holders in the world.
Similar in scale to both $MSTR and Blackrock.
Here's how this impacts markets and prices:
Intelligence reports indicate that the Venezuelan regime accumulated a "shadow reserve" of Bitcoin (BTC) and Tether (USDT) estimated at more than $60 billion. (HUMINT)
his hoard was built through "gold swaps" and the requirement that oil exports be settled in USDT to evade sanctions.
Intelligence cited by Whale Hunting (authored by Bradley Hope and Clara Preve) indicates that the accumulation began in 2018, coinciding with the aggressive liquidation of the Orinoco Mining Arc’s gold reserves.
- The regime likely converted ~$2B of gold proceeds into Bitcoin at an average price of $5K, which would have been around 400,000 BTC. At Jan 2026 price of ~$90K, that specific tranche alone would be worth $36B.
As the "Petro" experiment failed, the regime pivoted to using Tether (USDT) as a proxy for the petrodollar during cruide oil sales. However, Venezuela began to "Wash" that into Bitcoin, recognizing that USDT retains the ability to freeze addresses.
Given market intelligence, we can estimate that Venezuela has roughly:
Gold Swaps: 2018–2020, Gold Bars, Value Now: ~$45B - $50B
Petro-Crypto: 2023–2025, Crude Oil, Value Now: ~$10B - $15B
Mining Seizures: 2023–2024, ~$500M
Giving a grand total between 2018–2026: ~$56B - $67B in Bitcoin, implied at 660K+ Bitcoin, with a floor at 600K in Bitcoin.
That does not mean US has full control of the Bitcoin yet. The days following today will be defined by a high-stakes interrogation to secure the Bitcoin.
The U.S. will likely offer plea deals, reduced sentencing, or protection for family members in exchange for the surrender of seed phrases. Given the severity of the narco-terrorism charges, the leverage is there.
So now the revelation of the $60 billion hoard fundamentally alters the supply/demand dynamics of the Bitcoin market for 2026, as the Venezuelan reserve is estimated at: 600,000+ BTC.
This is 12 times larger than the German sale and 2 times larger than the U.S. government’s entire pre-raid stockpile.
In 2024, the German state of Saxony liquidated ~50,000 BTC ($3 billion). This 50K BTC sale caused a 15-20% market correction and weeks of bearish sentiment.
Now compare that to 600,000.
Here's the leading entity holders of Bitcoin:
1. Satoshi Nakamoto ~1,100,000
2. BlackRock (IBIT) ~770,791.5
3. MicroStrategy ~672,497
4. Venezuela (Seized) ~600,000
5. U.S. Gov ~325,293
6. Mt. Gox Trustee ~140,000
Now, here's what will likely happen from here:
The "Frozen Asset" (High Probability):
The assets are seized but immediately entangled in complex litigation Creditors file injunctions; the DOJ claims forfeiture. The keys are held in escrow by the U.S. Treasury, but the coins cannot move.
Short-term volatility due to uncertainty, followed by a bullish "supply shock" narrative.
Short-term volatility due to uncertainty, followed by a bullish "supply shock" narrative. The market realizes that 600,000 BTC (3% of circulating supply) have been effectively removed from the market for 5-10 years. This acts as a massive "lock-up," reducing liquid supply and supporting higher prices.
The "Strategic Reserve" Pivot (High Probability):
Influenced by the "Strategic Bitcoin Reserve" movement, President Trump orders the Treasury to hold the Bitcoin as a permanent U.S. asset.
This too acts as a massive lock up, reducing liquid supply and supporting higher prices.
The "Fire Sale" (Very Low Probability):
The U.S. DOJ declares the assets "perishable/volatile" and executes an immediate liquidation via Coinbase Prime or USMS auctions to fund the occupation costs.
However, this is unlikely due to Trump's positive stance toward Bitcoin "Reserves" from confiscating assets.
_
Results:
Markets have been looking at the massive oil reserve and beneficiaries, while ignoring the elephant in the room: Bitcoin.
The "second order effect" is likely a massive supply lock-up.
If the U.S. seizes these assets, they will likely move from "active liquid reserves" of a rogue state to "frozen sovereign assets" of the U.S. Treasury, reducing available supply and potentially acting as a catalyst for higher prices in Q1 2026.
There will likely be increased volatility. But for market participants shorting Bitcoin because of fears of "conflict", this event is generally seen as bullish for $MSTR and Bitcoin holders as this effectively locks up supply for many years to come.

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Here's what happened with @MEXC_Official
So the guy named The White Whale made a tweet saying smth like:
"My account was suspended for trading with my hands, no bots, no api, nothing. I had $3M (or $5M) there which I can't withdraw and support doesn't help.
Cecilia (new MEXC CSO) tried to help, we had a dialog, I was offered to admit that I broke the rules and then my funds will be released, but I didn't brake any rules so I am not going to tell that.
Then she said wait, we will take a look and answer you and there was no answer for week or 2"
Cecilia answered smth like:
"This conversation should have stayed private, you are mixing the facts, etc."
Mexc also added, from their official page, that they will take legal actions against TWW for misinformation.
Then the whole CT + ZachXBT started supporting The White Whale, since many had simillar problems with MEXC,
some lil guy tweeted to withdraw your funds from MEXC immediately, because they are planning to freeze withdrawals and the flywheel started spinning even faster
Today, Cecilia apologized, released the withdrawal for TWW and MEXC reposted this apology.
People are still FUDing mexc and withdrawing funds, because many had problems with RK and withdrawing is never the worst option (Hi, FTX!)
So imo MEXC really has problems to fix, because blocking winning accs that overplay your market maker is the last thing to do. It's your problem, not the user problem. Everyone here is to make money and if your cex has inefficiencies that let other people make money, while you lose money, fix them instead of blocking accounts
Taking about Cecilia, I wouldn't FUD her tbh, she joined as CSO 2 months ago, and is trying to fix many things which are super hard to fix when we talk about huge complex structure as CEX (at least she tells she is trying to fix it)
So imo, withdraw your funds anyway, because if everything is good, then it will have no impact on Mexc (user total balance should be < total platform balance), and if all is good, you can deposit there again
Mexc is a kind of CEX that have to exist, so I hope they won't go bankrupt and will fix all the shit they had been doing
If you liked this post - send it to ur friend and follow me

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A future where we are out there among the planets and the stars is so inspiring!
Déborah@dvorahfr
Optimus will prepare for the arrival of humans on Mars. Then the first humans to arrive on Mars, the pioneers, will have a difficult task. It will take men and women with an iron will and unwavering faith in the future. But the goal is so beautiful!
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🎥 My first attempt at recording a video in French (at the request of @LePoint 🇫🇷). Forgive my French! 😉
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