The current crypto market is oscillating around the $90,000 mark. BTC once dipped to $94,000 and rebounded above $97,600; ETH fell over 4% intraday with most tokens weakening, and over 570,000 traders were liquidated in 24 hours. The upcoming Fed rate cut meeting amplifies volatility. Short-term focus is on $93,000 resistance and $89,000 support. Institutions still expect BTC to hit $200,000 by year-end, but slowing stablecoin inflows may trigger short-term consolidation. #美SEC推动加密创新监管 #美国初请失业金人数
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U.S. stocks are up 25% since the October 10th crash, but Bitcoin is still down -8% ?
For almost the entire year, Bitcoin moved in sync with the Mag 7 stocks.
And then, October 10th happened.
Crypto saw the biggest liquidation event ever, and everything broke from that point:
➢ Mag 7 kept climbing
➢ Bitcoin completely decoupled
➢ Mag 7 is up 24.7% YoY, while Bitcoin is down 7.9% YoY.
And none of this lines up with the macro environment.
Since 10 October:
• The Fed ended QT • The Fed already delivered one rate cut • Another cut is expected • Global liquidity started expanding • Treasury is injecting cash back into markets • Japan and China added liquidity • Stablecoin supply is still rising
Every indicator that normally pumps Bitcoin is already flashing green.
Yet BTC is still trading like it's in bear market.
That’s why this divergence doesn’t look natural, it looks like suppressed price action, not a breakdown in fundamentals.
And this leaves only two realistic outcomes:
1. Bitcoin catches up to Mag 7 as liquidity continues to rise 2. Mag 7 corrects downward to close the gap
Given the macro setup for the next 3-6 months with rising global liquidity, Fed easing, stablecoin expansion, and stronger inflows, the first scenario is far more likely.
Markets rarely allow this kind of mispricing to survive for long.
If Bitcoin simply reverts back to its normal correlation with big tech, the pump that follows will be violent.
This is the widest and cleanest mispricing setup BTC has seen in years.
U.S. stocks are up 25% since the October 10th crash, but Bitcoin is still down -8% ?
For almost the entire year, Bitcoin moved in sync with the Mag 7 stocks.
And then, October 10th happened.
Crypto saw the biggest liquidation event ever, and everything broke from that point:
➢ Mag 7 kept climbing
➢ Bitcoin completely decoupled
➢ Mag 7 is up 24.7% YoY, while Bitcoin is down 7.9% YoY.
And none of this lines up with the macro environment.
Since 10 October:
• The Fed ended QT • The Fed already delivered one rate cut • Another cut is expected • Global liquidity started expanding • Treasury is injecting cash back into markets • Japan and China added liquidity • Stablecoin supply is still rising
Every indicator that normally pumps Bitcoin is already flashing green.
Yet BTC is still trading like it's in bear market.
That’s why this divergence doesn’t look natural, it looks like suppressed price action, not a breakdown in fundamentals.
And this leaves only two realistic outcomes:
1. Bitcoin catches up to Mag 7 as liquidity continues to rise 2. Mag 7 corrects downward to close the gap
Given the macro setup for the next 3-6 months with rising global liquidity, Fed easing, stablecoin expansion, and stronger inflows, the first scenario is far more likely.
Markets rarely allow this kind of mispricing to survive for long.
If Bitcoin simply reverts back to its normal correlation with big tech, the pump that follows will be violent.
This is the widest and cleanest mispricing setup BTC has seen in years.
U.S. stocks are up 25% since the October 10th crash, but Bitcoin is still down -8% ?
For almost the entire year, Bitcoin moved in sync with the Mag 7 stocks.
And then, October 10th happened.
Crypto saw the biggest liquidation event ever, and everything broke from that point:
➢ Mag 7 kept climbing
➢ Bitcoin completely decoupled
➢ Mag 7 is up 24.7% YoY, while Bitcoin is down 7.9% YoY.
And none of this lines up with the macro environment.
Since 10 October:
• The Fed ended QT • The Fed already delivered one rate cut • Another cut is expected • Global liquidity started expanding • Treasury is injecting cash back into markets • Japan and China added liquidity • Stablecoin supply is still rising
Every indicator that normally pumps Bitcoin is already flashing green.
Yet BTC is still trading like it's in bear market.
That’s why this divergence doesn’t look natural, it looks like suppressed price action, not a breakdown in fundamentals.
And this leaves only two realistic outcomes:
1. Bitcoin catches up to Mag 7 as liquidity continues to rise 2. Mag 7 corrects downward to close the gap
Given the macro setup for the next 3-6 months with rising global liquidity, Fed easing, stablecoin expansion, and stronger inflows, the first scenario is far more likely.
Markets rarely allow this kind of mispricing to survive for long.
If Bitcoin simply reverts back to its normal correlation with big tech, the pump that follows will be violent.
This is the widest and cleanest mispricing setup BTC has seen in years.
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