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Post #8474
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In summary
There is a large divergence between gold and Bitcoin.
BTC holdings on exchanges remain at record lows.
Stablecoin minting is increasing; some MMs such as Wintermute have minted USDC and sent it to exchanges (they are up to something).
Global liquidity continues to rise.
- If BTC rises +20%, 20B in shorts will be liquidated.
- If ETH rises +27%, 10B in shorts will be liquidated.
Add to this the Altcoins.
A drop to try to fill that big gap left by Black Friday was expected, so I'm positioned here
There is a large divergence between gold and Bitcoin.
BTC holdings on exchanges remain at record lows.
Stablecoin minting is increasing; some MMs such as Wintermute have minted USDC and sent it to exchanges (they are up to something).
Global liquidity continues to rise.
- If BTC rises +20%, 20B in shorts will be liquidated.
- If ETH rises +27%, 10B in shorts will be liquidated.
Add to this the Altcoins.
A drop to try to fill that big gap left by Black Friday was expected, so I'm positioned here











