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“Nobody knows why this crash is happening.” – Eric Yakes
That’s the most important part.
No narrative.
No catalyst.
No systemic break.
Just volatility shaking out weak hands — again.
This is the part where conviction gets tested.
That’s the most important part.
No narrative.
No catalyst.
No systemic break.
Just volatility shaking out weak hands — again.
This is the part where conviction gets tested.
December 15, 2025 at 8:11 PM
“Nobody knows why this crash is happening.” – Eric Yakes
That’s the most important part.
No narrative.
No catalyst.
No systemic break.
Just volatility shaking out weak hands — again.
This is the part where conviction gets tested.
That’s the most important part.
No narrative.
No catalyst.
No systemic break.
Just volatility shaking out weak hands — again.
This is the part where conviction gets tested.
The Fed just cut rates and restarted balance sheet expansion—without calling it QE.
That’s not a pivot.
That’s an admission the system now needs permanent liquidity.
Bitcoin was built for what comes after this. 🧵👇
That’s not a pivot.
That’s an admission the system now needs permanent liquidity.
Bitcoin was built for what comes after this. 🧵👇
December 15, 2025 at 7:05 PM
The Fed just cut rates and restarted balance sheet expansion—without calling it QE.
That’s not a pivot.
That’s an admission the system now needs permanent liquidity.
Bitcoin was built for what comes after this. 🧵👇
That’s not a pivot.
That’s an admission the system now needs permanent liquidity.
Bitcoin was built for what comes after this. 🧵👇
NEW: Bitcoin falls to $85,650
Buy the dip!
Buy the dip!
December 15, 2025 at 6:09 PM
NEW: Bitcoin falls to $85,650
Buy the dip!
Buy the dip!
“Whenever someone tells you that Bitcoin has no intrinsic value, there’s $1.12 trillion that disagrees with you.” – Checkmate
That’s capital choosing Bitcoin as savings.
Bitcoin isn’t going anywhere.
SOURCE: What Bitcoin Did with Danny Knowles
That’s capital choosing Bitcoin as savings.
Bitcoin isn’t going anywhere.
SOURCE: What Bitcoin Did with Danny Knowles
December 15, 2025 at 2:16 PM
“Whenever someone tells you that Bitcoin has no intrinsic value, there’s $1.12 trillion that disagrees with you.” – Checkmate
That’s capital choosing Bitcoin as savings.
Bitcoin isn’t going anywhere.
SOURCE: What Bitcoin Did with Danny Knowles
That’s capital choosing Bitcoin as savings.
Bitcoin isn’t going anywhere.
SOURCE: What Bitcoin Did with Danny Knowles
Michael Saylor’s Strategy just bought another $980M of Bitcoin — 10,645 BTC.
Price down.
Narratives quiet.
Saylor puts the apron back on and gets to work.
Price down.
Narratives quiet.
Saylor puts the apron back on and gets to work.
December 15, 2025 at 1:23 PM
Michael Saylor’s Strategy just bought another $980M of Bitcoin — 10,645 BTC.
Price down.
Narratives quiet.
Saylor puts the apron back on and gets to work.
Price down.
Narratives quiet.
Saylor puts the apron back on and gets to work.
“Long Bitcoin, long AI — easiest trades of your lifetime.” – Mike Alfred
AI CapEx is exploding. Big Tech is pouring record cash into power, chips, and data centers.
AI and Bitcoin now overlap at the energy layer… and that makes deep BTC drawdowns harder than ever.
SOURCE: Coin Stories with
AI CapEx is exploding. Big Tech is pouring record cash into power, chips, and data centers.
AI and Bitcoin now overlap at the energy layer… and that makes deep BTC drawdowns harder than ever.
SOURCE: Coin Stories with
December 14, 2025 at 1:03 PM
“Long Bitcoin, long AI — easiest trades of your lifetime.” – Mike Alfred
AI CapEx is exploding. Big Tech is pouring record cash into power, chips, and data centers.
AI and Bitcoin now overlap at the energy layer… and that makes deep BTC drawdowns harder than ever.
SOURCE: Coin Stories with
AI CapEx is exploding. Big Tech is pouring record cash into power, chips, and data centers.
AI and Bitcoin now overlap at the energy layer… and that makes deep BTC drawdowns harder than ever.
SOURCE: Coin Stories with
“Consumer sentiment is near record lows while markets hit record highs.” – Lyn Alden
That’s fiscal dominance: deficits pumping money into Medicare, Social Security, defense, and interest — while young families get crushed by housing and inflation.
The system is working… just not for
That’s fiscal dominance: deficits pumping money into Medicare, Social Security, defense, and interest — while young families get crushed by housing and inflation.
The system is working… just not for
December 13, 2025 at 1:19 PM
“Consumer sentiment is near record lows while markets hit record highs.” – Lyn Alden
That’s fiscal dominance: deficits pumping money into Medicare, Social Security, defense, and interest — while young families get crushed by housing and inflation.
The system is working… just not for
That’s fiscal dominance: deficits pumping money into Medicare, Social Security, defense, and interest — while young families get crushed by housing and inflation.
The system is working… just not for
“It’s starting to look like a steady savings technology you can trust.” – Cory Klippsten
That’s what happens when:
• Access expands
• Liquidity deepens
• Conviction replaces panic
The casino phase fades.
The savings era begins. 👇
That’s what happens when:
• Access expands
• Liquidity deepens
• Conviction replaces panic
The casino phase fades.
The savings era begins. 👇
December 12, 2025 at 6:31 PM
“It’s starting to look like a steady savings technology you can trust.” – Cory Klippsten
That’s what happens when:
• Access expands
• Liquidity deepens
• Conviction replaces panic
The casino phase fades.
The savings era begins. 👇
That’s what happens when:
• Access expands
• Liquidity deepens
• Conviction replaces panic
The casino phase fades.
The savings era begins. 👇
Put it together:
AI compresses wages.
UBI flattens income.
Corporations absorb scarce assets.
The window to front-load Bitcoin collapses into the present.
AI compresses wages.
UBI flattens income.
Corporations absorb scarce assets.
The window to front-load Bitcoin collapses into the present.
December 12, 2025 at 5:27 PM
Put it together:
AI compresses wages.
UBI flattens income.
Corporations absorb scarce assets.
The window to front-load Bitcoin collapses into the present.
AI compresses wages.
UBI flattens income.
Corporations absorb scarce assets.
The window to front-load Bitcoin collapses into the present.
AI, UBI, and Bitcoin are on a collision course—and it’s going to redefine class structure.
This isn’t a tech story. It’s a capital story.
And the window to act is far smaller than most people think. 🧵👇
This isn’t a tech story. It’s a capital story.
And the window to act is far smaller than most people think. 🧵👇
December 12, 2025 at 5:27 PM
AI, UBI, and Bitcoin are on a collision course—and it’s going to redefine class structure.
This isn’t a tech story. It’s a capital story.
And the window to act is far smaller than most people think. 🧵👇
This isn’t a tech story. It’s a capital story.
And the window to act is far smaller than most people think. 🧵👇
“Financialization is a byproduct of broken money.” – Seb Bunney
When money stops holding value, an entire industry appears just to preserve purchasing power.
Bitcoin isn’t another financial product — it’s an exit from the need for them. 🧠
When money stops holding value, an entire industry appears just to preserve purchasing power.
Bitcoin isn’t another financial product — it’s an exit from the need for them. 🧠
December 12, 2025 at 3:05 PM
“Financialization is a byproduct of broken money.” – Seb Bunney
When money stops holding value, an entire industry appears just to preserve purchasing power.
Bitcoin isn’t another financial product — it’s an exit from the need for them. 🧠
When money stops holding value, an entire industry appears just to preserve purchasing power.
Bitcoin isn’t another financial product — it’s an exit from the need for them. 🧠
NEW: The SCARY TRUTH About Bitcoin, AI, and UBI!
AI is compressing wages in real time.
UBI is the political pressure valve.
And corporations are already vacuuming up the remaining Bitcoin float.
In this video, Adam Livingston breaks down:
• How AI nukes the wage ladder and forces income
AI is compressing wages in real time.
UBI is the political pressure valve.
And corporations are already vacuuming up the remaining Bitcoin float.
In this video, Adam Livingston breaks down:
• How AI nukes the wage ladder and forces income
December 12, 2025 at 2:02 PM
NEW: The SCARY TRUTH About Bitcoin, AI, and UBI!
AI is compressing wages in real time.
UBI is the political pressure valve.
And corporations are already vacuuming up the remaining Bitcoin float.
In this video, Adam Livingston breaks down:
• How AI nukes the wage ladder and forces income
AI is compressing wages in real time.
UBI is the political pressure valve.
And corporations are already vacuuming up the remaining Bitcoin float.
In this video, Adam Livingston breaks down:
• How AI nukes the wage ladder and forces income
“The four-year cycle is broken.” – James Lavish
Old holders who bought thousands of BTC for pennies are finally taking generational-wealth liquidity — and the market never priced it in.
This is the hidden shift no one expected.
SOURCE: Bitcoin For Millennials with Bitcoin Bram
Old holders who bought thousands of BTC for pennies are finally taking generational-wealth liquidity — and the market never priced it in.
This is the hidden shift no one expected.
SOURCE: Bitcoin For Millennials with Bitcoin Bram
December 12, 2025 at 1:06 PM
“The four-year cycle is broken.” – James Lavish
Old holders who bought thousands of BTC for pennies are finally taking generational-wealth liquidity — and the market never priced it in.
This is the hidden shift no one expected.
SOURCE: Bitcoin For Millennials with Bitcoin Bram
Old holders who bought thousands of BTC for pennies are finally taking generational-wealth liquidity — and the market never priced it in.
This is the hidden shift no one expected.
SOURCE: Bitcoin For Millennials with Bitcoin Bram
“Money is the casino.”
The Fed just cut rates and quietly restarted the printer.
Gambling is becoming the economic operating system.
The middle class is disappearing under policies they don’t even see happening.
There is a way out of this spiral — and it starts with Bitcoin. 👇
The Fed just cut rates and quietly restarted the printer.
Gambling is becoming the economic operating system.
The middle class is disappearing under policies they don’t even see happening.
There is a way out of this spiral — and it starts with Bitcoin. 👇
December 11, 2025 at 11:04 PM
“Money is the casino.”
The Fed just cut rates and quietly restarted the printer.
Gambling is becoming the economic operating system.
The middle class is disappearing under policies they don’t even see happening.
There is a way out of this spiral — and it starts with Bitcoin. 👇
The Fed just cut rates and quietly restarted the printer.
Gambling is becoming the economic operating system.
The middle class is disappearing under policies they don’t even see happening.
There is a way out of this spiral — and it starts with Bitcoin. 👇
“The richest universities on Earth are buying Bitcoin.”
The same institutions that backed railways, biotech, Google, Facebook, and AI are now allocating to BTC.
Harvard’s $450M position isn’t a trend — it’s a signal. 👇
The same institutions that backed railways, biotech, Google, Facebook, and AI are now allocating to BTC.
Harvard’s $450M position isn’t a trend — it’s a signal. 👇
December 11, 2025 at 2:03 PM
“The richest universities on Earth are buying Bitcoin.”
The same institutions that backed railways, biotech, Google, Facebook, and AI are now allocating to BTC.
Harvard’s $450M position isn’t a trend — it’s a signal. 👇
The same institutions that backed railways, biotech, Google, Facebook, and AI are now allocating to BTC.
Harvard’s $450M position isn’t a trend — it’s a signal. 👇
“Bitcoin has no attack surface.” – Michael Saylor
No CEO. No headquarters. No board to sue, subpoena, or regulate.
It’s the first digital monopoly with zero counterparty risk — and you can legally allocate 100% to it.
SOURCE: Grant Cardone
No CEO. No headquarters. No board to sue, subpoena, or regulate.
It’s the first digital monopoly with zero counterparty risk — and you can legally allocate 100% to it.
SOURCE: Grant Cardone
December 11, 2025 at 1:05 PM
“Bitcoin has no attack surface.” – Michael Saylor
No CEO. No headquarters. No board to sue, subpoena, or regulate.
It’s the first digital monopoly with zero counterparty risk — and you can legally allocate 100% to it.
SOURCE: Grant Cardone
No CEO. No headquarters. No board to sue, subpoena, or regulate.
It’s the first digital monopoly with zero counterparty risk — and you can legally allocate 100% to it.
SOURCE: Grant Cardone
The Fed just cut rates 25 bps and announce they buy $40B in T-bills over the next 30 days.
They can call it “policy normalization,” but markets know what this is: liquidity returning, balance-sheet stealth — and the exact environment where Bitcoin pulls forward future demand.
They can call it “policy normalization,” but markets know what this is: liquidity returning, balance-sheet stealth — and the exact environment where Bitcoin pulls forward future demand.
December 10, 2025 at 7:40 PM
The Fed just cut rates 25 bps and announce they buy $40B in T-bills over the next 30 days.
They can call it “policy normalization,” but markets know what this is: liquidity returning, balance-sheet stealth — and the exact environment where Bitcoin pulls forward future demand.
They can call it “policy normalization,” but markets know what this is: liquidity returning, balance-sheet stealth — and the exact environment where Bitcoin pulls forward future demand.
Crypto Casino vs Bitcoin
Most “crypto” is hype + marketing,
designed to keep you chasing the next big thing.
Bitcoin is different:
finite supply,
sound money,
built for saving, not spinning a roulette wheel.
Know the difference before you judge.
Most “crypto” is hype + marketing,
designed to keep you chasing the next big thing.
Bitcoin is different:
finite supply,
sound money,
built for saving, not spinning a roulette wheel.
Know the difference before you judge.
December 10, 2025 at 7:02 PM
Crypto Casino vs Bitcoin
Most “crypto” is hype + marketing,
designed to keep you chasing the next big thing.
Bitcoin is different:
finite supply,
sound money,
built for saving, not spinning a roulette wheel.
Know the difference before you judge.
Most “crypto” is hype + marketing,
designed to keep you chasing the next big thing.
Bitcoin is different:
finite supply,
sound money,
built for saving, not spinning a roulette wheel.
Know the difference before you judge.
This is the real implication:
If the four-year cycle dies, the mental model suppressing Bitcoin dies with it.
It stops behaving like a speculative pattern — and starts behaving like a global monetary asset responding to liquidity, adoption, and structural demand.
A new era.
If the four-year cycle dies, the mental model suppressing Bitcoin dies with it.
It stops behaving like a speculative pattern — and starts behaving like a global monetary asset responding to liquidity, adoption, and structural demand.
A new era.
December 10, 2025 at 6:19 PM
This is the real implication:
If the four-year cycle dies, the mental model suppressing Bitcoin dies with it.
It stops behaving like a speculative pattern — and starts behaving like a global monetary asset responding to liquidity, adoption, and structural demand.
A new era.
If the four-year cycle dies, the mental model suppressing Bitcoin dies with it.
It stops behaving like a speculative pattern — and starts behaving like a global monetary asset responding to liquidity, adoption, and structural demand.
A new era.
And the business cycle isn’t even supportive yet.
ISM PMI remains below 50 — still contractionary.
Historically, Bitcoin’s biggest runs occur after PMI turns upward, when global liquidity expands.
Past cycle peaks aligned with that turn.
This cycle hasn’t even had the tailwind.
ISM PMI remains below 50 — still contractionary.
Historically, Bitcoin’s biggest runs occur after PMI turns upward, when global liquidity expands.
Past cycle peaks aligned with that turn.
This cycle hasn’t even had the tailwind.
December 10, 2025 at 6:19 PM
And the business cycle isn’t even supportive yet.
ISM PMI remains below 50 — still contractionary.
Historically, Bitcoin’s biggest runs occur after PMI turns upward, when global liquidity expands.
Past cycle peaks aligned with that turn.
This cycle hasn’t even had the tailwind.
ISM PMI remains below 50 — still contractionary.
Historically, Bitcoin’s biggest runs occur after PMI turns upward, when global liquidity expands.
Past cycle peaks aligned with that turn.
This cycle hasn’t even had the tailwind.
RSI reinforces the structural shift.
Mid-30s RSI has only appeared at generational accumulation points:
2015, 2018, COVID 2020, FTX 2022 — and now.
Nothing about this resembles a cycle top.
It resembles a market resetting before its next expansion phase.
Mid-30s RSI has only appeared at generational accumulation points:
2015, 2018, COVID 2020, FTX 2022 — and now.
Nothing about this resembles a cycle top.
It resembles a market resetting before its next expansion phase.
December 10, 2025 at 6:19 PM
RSI reinforces the structural shift.
Mid-30s RSI has only appeared at generational accumulation points:
2015, 2018, COVID 2020, FTX 2022 — and now.
Nothing about this resembles a cycle top.
It resembles a market resetting before its next expansion phase.
Mid-30s RSI has only appeared at generational accumulation points:
2015, 2018, COVID 2020, FTX 2022 — and now.
Nothing about this resembles a cycle top.
It resembles a market resetting before its next expansion phase.
Joe Carlasare delivers the kill shot:
The four-year cycle was built on a sample size of three.
Three tiny eras with different market caps, no ETFs, no institutional footprint, and distortions from money printing and crypto fraud.
That pattern can’t repeat.
The foundation changed.
The four-year cycle was built on a sample size of three.
Three tiny eras with different market caps, no ETFs, no institutional footprint, and distortions from money printing and crypto fraud.
That pattern can’t repeat.
The foundation changed.
December 10, 2025 at 6:19 PM
Joe Carlasare delivers the kill shot:
The four-year cycle was built on a sample size of three.
Three tiny eras with different market caps, no ETFs, no institutional footprint, and distortions from money printing and crypto fraud.
That pattern can’t repeat.
The foundation changed.
The four-year cycle was built on a sample size of three.
Three tiny eras with different market caps, no ETFs, no institutional footprint, and distortions from money printing and crypto fraud.
That pattern can’t repeat.
The foundation changed.
Cory Klippsten hits the second pillar:
We never had a blow-off top in 2025.
Nothing resembling 2013, 2017, or 2021.
And without mania, there’s no setup for the catastrophic collapses people still expect from “the cycle.”
The cycle didn’t break — it simply never triggered.
We never had a blow-off top in 2025.
Nothing resembling 2013, 2017, or 2021.
And without mania, there’s no setup for the catastrophic collapses people still expect from “the cycle.”
The cycle didn’t break — it simply never triggered.
December 10, 2025 at 6:19 PM
Cory Klippsten hits the second pillar:
We never had a blow-off top in 2025.
Nothing resembling 2013, 2017, or 2021.
And without mania, there’s no setup for the catastrophic collapses people still expect from “the cycle.”
The cycle didn’t break — it simply never triggered.
We never had a blow-off top in 2025.
Nothing resembling 2013, 2017, or 2021.
And without mania, there’s no setup for the catastrophic collapses people still expect from “the cycle.”
The cycle didn’t break — it simply never triggered.
John Haar spells it out:
The macro backdrop today—rates, liquidity, balance sheets, spending, ETF access—is nothing like 2021.
Every major variable now leans positive for Bitcoin.
If you’re mapping this moment to December 2021, you’re using the wrong map.
The macro backdrop today—rates, liquidity, balance sheets, spending, ETF access—is nothing like 2021.
Every major variable now leans positive for Bitcoin.
If you’re mapping this moment to December 2021, you’re using the wrong map.
December 10, 2025 at 6:18 PM
John Haar spells it out:
The macro backdrop today—rates, liquidity, balance sheets, spending, ETF access—is nothing like 2021.
Every major variable now leans positive for Bitcoin.
If you’re mapping this moment to December 2021, you’re using the wrong map.
The macro backdrop today—rates, liquidity, balance sheets, spending, ETF access—is nothing like 2021.
Every major variable now leans positive for Bitcoin.
If you’re mapping this moment to December 2021, you’re using the wrong map.
The four-year cycle only worked in a world with:
• tiny market cap
• thin liquidity
• retail-driven euphoria and panic
• no institutional ballast
That world is gone.
Today’s market responds to liquidity conditions, global flows, and structural demand — not calendar math.
• tiny market cap
• thin liquidity
• retail-driven euphoria and panic
• no institutional ballast
That world is gone.
Today’s market responds to liquidity conditions, global flows, and structural demand — not calendar math.
December 10, 2025 at 6:17 PM
The four-year cycle only worked in a world with:
• tiny market cap
• thin liquidity
• retail-driven euphoria and panic
• no institutional ballast
That world is gone.
Today’s market responds to liquidity conditions, global flows, and structural demand — not calendar math.
• tiny market cap
• thin liquidity
• retail-driven euphoria and panic
• no institutional ballast
That world is gone.
Today’s market responds to liquidity conditions, global flows, and structural demand — not calendar math.