Here's what happened when Amazon quietly signaled plans to sell a portion of their digital asset holdings.
Most people missed the risk because they were too busy FOMO buying $BTC . That's how you lose money when you don't know when the corporates will exit.
In a greed-filled market, a player like Amazon dumping even a modest amount can overwhelm thin order books. They'd likely convert straight into $USDT, draining liquidity and flipping sentiment in hours. We've watched similar treasury moves trigger stop cascades that retail never sees coming.
The overlooked piece is the timing around custody rules. This could be them de-risking ahead of new frameworks, leaving traders exposed if collateral values drop and $AAVE borrowing demand spikes. The damage compounds faster than most expect.
Where do you think this goes from here if they follow through?
#AmazonPlansToSell #SECProposesCryptoCustodyFramework
Most people missed the risk because they were too busy FOMO buying $BTC . That's how you lose money when you don't know when the corporates will exit.
In a greed-filled market, a player like Amazon dumping even a modest amount can overwhelm thin order books. They'd likely convert straight into $USDT, draining liquidity and flipping sentiment in hours. We've watched similar treasury moves trigger stop cascades that retail never sees coming.
The overlooked piece is the timing around custody rules. This could be them de-risking ahead of new frameworks, leaving traders exposed if collateral values drop and $AAVE borrowing demand spikes. The damage compounds faster than most expect.
Where do you think this goes from here if they follow through?
#AmazonPlansToSell #SECProposesCryptoCustodyFramework
