The Fed’s 42-month liquidity drain just hit its practical limits. RRP exhausted, reserves at minimum, TGA $200B above normal. December marks the inflection point for Bitcoin and risk assets.
A global fight is underway over who controls the future of money. The traditional system has the rules. The parallel crypto system has the users. And without realising it, your retirement account is already caught in the middle. We explain what’s at stake, and why you’re already part of the story.
Your portfolio is down 40%. Bitcoin crashed from $126,000 to $85,800 in six weeks. Here’s the institutional framework for reading whether this is deleveraging or the start of something worse.
Bitcoin crashed to $82K overnight, triggering $991M in liquidations, the largest flush since May 2021. Wednesday's $903M ETF outflow set a new record. Yet 0/30 cycle top indicators are triggered. Do ETFs just compress corrections, or do they fundamentally change cycle structure?
