Rahul Bhatia

@Delta_Exchange @pankaj_delta_ex

@Delta_Exchange the extreme negative funding on your platform is unjustifiable and damaging positions.Other major exchanges,including your liquidity sources,show normal funding.this is after maintenance and support keeps saying generic shit while users keep taking losses.Not done

@Delta_Exchange @DeltaExFno

@BullTheoryio straight-up hopium bullshit framing this 400 million barrel release as anything close to a real fix for the current mess, merely a temporary 4 days of total world consumption.

BREAKING: Oil is down 11% in the last hour as the G7 and IEA announced to release a massive 400 million barrels of oil from strategic reserves. This historic intervention represents nearly 30% of the IEA’s total 1.2 billion barrel stockpile, the largest coordinated release in history. The emergency meeting was called to combat a severe supply shock following the escalation of the Iran crisis. IEA nations currently hold 1.24 billion barrels in public reserves, plus 600 million barrels in industry stocks. This system was designed after the 1973 crisis specifically for this type of global market instability.

@KillaXBT Entire CT wants to short again at 72-75k and ride it to sub 50k levels, the consensus never plays out, the local bottom is in and the next relief rally will catch a lot of folks offguard, 90k-100k seems in sight before a bigger drawdown in H2 2026

$BTC Same playbook as in 2022. Historical PA has always been the real edge, but context is everything. It’s not about comparing fractals randomly, but about identifying the ones that are relevant for specific market conditions. If this current fractal plays out as expected, a retrace below $60K would likely mark the macro bottom. HIstory doesn't always repeat. However, it has served me well for 6 years.

@Nithin0dha lucrative staggered short opportunity

This is the chart of MCX Silver Futures. This type of move is what every trader dreams of capturing, but it can also be a nightmare to manage without a good understanding of how to size your positions. Especially when something moves ~10% intraday. On a side note, there seems to be a sharp increase in commodity trading volumes.

@TedPillows doesnt mean anything, temporary dollar bump nothing more, Yen weakness bottoms here followed by a weaker dollar, start of the yen carry trade unwind, capitulation event loading up for risk assets.

US Q3 GDP came in at 4.3% vs 3.3% expected.

@TedPillows Unless Saylor gets the itch and dumps that $2.19B cash hoard on more Bitcoin at any valuation given his hopeless addiction to buy tops, bottoms, and everything in between. He will overpay, dilute shares harder, and prime MSTR for another epic bleed.

Michael Saylor's Strategy has increased its USD reserve to $2.19 billion. I must say, this is a good thing.

@GarrettBullish “Yada yada yada, cause I have a $600M+ leveraged long bet on ETH, BTC and SOL bleeding $4M+ everyday just in funding”

The ETH/Nasdaq 100 ratio has repeatedly found a bottom around the 0.11 level, which coincides with RSI approaching the 30 “oversold” zone, ETH is in a bottoming range. Looking ahead, the probability of ETH outperforming the Nasdaq 100 over the coming months increases, with a ratio target in the 0.16 to 0.22 range, implying roughly 50 to 100% upside. Given ETH and Nasdaq 100 are highly correlated, large divergences are unlikely to persist. Mean reversion is inevitable, especially under scenarios such as a potential US QE restart, direct cash stimulus to households, and the broader policy backdrop where SEC Chair Atkins is accelerating the onchain migration of US equities onto Ethereum.

@KobeissiLetter Treasuries and bond market refuses to believe the numbers and indicates its nothing more than a bogus attempt to trigger a year-end rally.

US Core CPI Inflation: 1. August 2025: 3.1%, 6-month high 2. September 2025: 3.0%, "rare exception release" during government shutdown 3. October 2025: Inflation report is cancelled 4. November 2025: 2.6%, lowest since 2021 What just happened?

@saylor @LaDoger Relentless cycle of raising fresh capital through dilution and debt, just to chase more BTC while the mNAV premium shrinks and shareholder value quietly erodes.

₿ack to Work

@lookonchain Recipe for a disaster. $4M a day in funding, continuing to bleed on the downside and averaging a losing trade.

Insane! The #BitcoinOG(1011short) just added another 12,406 $ETH to his longs. Current positions: 203,341 $ETH($577.5M) 1,000 $BTC($87M) 250,000 $SOL($30.7M) He's now down over $70M. This wallet has gone from $120M+ in profits to less than $30M. legacy.hyperdash.com/trader/0xb317d…

@LSDinmycoffee mNAV sticking below 1 for prolonged period is when the real capitulation begins, and most likely a local bottom before plunging further.

at this point, I believe Saylor's OTC desk is trading against him (on top of charging him a hefty fee)

@TheBTCTherapist These buys are merely diversion tactics to hide the selling happening via Fidelity custody omni wallets.

STRATEGY ALONE BOUGHT 21,269 BITCOIN IN THE LAST 2 WEEKS AND BITCOIN WENT DOWN. SOMETHING IS NOT ADDING UP.

@saurabh_gunjal_ Misguided opinion, options are priced on futures values not spot, the synthetic future for Mar 2026 justifies the PE premium.

27000 PE is trading for FREE less than its intrinsic value market is manipulated People are doing tax adjustments in March options #NIFTY

@OccamiCrypto @saylor Speculatively add to it Strategy moving its BTC to Fidelity custody (omnibus wallet) to hide selling in a pooled quota, maybe they are already dumping in silence, the mNAV sure is bleeding and looks unsustainable, the $1B buy is just a cover up to keep the narrative stable.

You knew @saylor would want to feed the faithful with nice round BTC buy announcement this morning- $1B in the last week, More interesting is the clear sign his leverage choo choo train has hit a wall. $MSTR only sold $44M of pref last week. So, back to diluting the faithful, selling 5.1M shares of $MSTR at $181. Given his market cap is worth less than his BTC, this isn’t an option that’s going to work for very long…

@saylor the mNAV is struggling, you have to sell equity to set aside cash reserves to meet dividend obligations, another dip to 80k and we shall see how this unsustainable business model holds.

Strategy has acquired 10,624 BTC for ~$962.7 million at ~$90,615 per bitcoin and has achieved BTC Yield of 24.7% YTD 2025. As of 12/7/2025, we hodl 660,624 $BTC acquired for ~$49.35 billion at ~$74,696 per bitcoin. $MSTR $STRC $STRK $STRF $STRD $STRE strategy.com/press/strategy…

@IndiGo6E Agents like @goibibo are still shamelessly charging cancellation fees for booking between 5 and 15 Dec, stay on your word and get these agents cancellation sorted @IndiGo6E,I have a international connecting flight and cannot afford a delay mess up at your end, sort it out!

We are sorry 🙏

@Nithin0dha Its not because you want to, you have to. Apart from brokerage and exchange charges, a trader in India has to pay STT, Stamp duty, GST and a plethora of useless charges, add on it SEBI poking its nose in F&O regulations frequently, do this and you will have even lesser volumes.

I just discovered that Robinhood will generate approximately $150 million (~₹1,300 crores) in revenue from the fees it charges for processing instant client withdrawals. Their cost to process these is around $35–40 million, which means a clean $100 million to the bottom line, and that’s just from instant withdrawals. 😬 As an Indian startup with some scale, founders dream of generating revenue like this from non-core products. Hence the rush to introduce everything: loans, insurance, payments, and other financial services. But nothing really works 😀 outside the core offering. It just shows how far behind India is compared to the US when it comes to customers willing to pay for add-ons. By the way, I’m still shocked that people pay 1.75% on an instant withdrawal transaction. This really shows how broken the US banking system is. Even in 2025, there’s still no full-fledged instant payments system like UPI — most fund transfers take a couple of days! For comparison, we don’t charge @zerodha clients for deposits (thanks to UPI) or instant withdrawals. We’ve processed over ₹50,000 crores in instant withdrawals in <2 years, at zero cost. 🙈

@srpeters Exactly the sentiment it needs to enter a euphoria and a blow off top.

EXIT ALL MARKETS. WE MIGHT BE DONE. I FEEL SORRY FOR ANYONE HOLDING CRYPTO RIGHT NOW.