MOBEEN MOHSIN

$BTC $TRUMP $ETH TrumpTariffs Just Redefined the 2025 Macro Playbook — Crypto Is Next

#TrumpTariffs #BTCVolatility #USJobsData #CryptoIn401k #WriteToEarnUpgrade

$BTC


In 2025, something unprecedented happened:
Demand for Bitcoin broke away from supply — permanently.

Here’s the data they don’t want you to see:

In October, spot Bitcoin ETFs reported net inflows of $4.1B.
Miners produced only $400M worth of BTC.
That’s a 10:1 imbalance — and it has never happened in Bitcoin’s history.

In September, inflows were $3.3B. Miner supply? $380M.
Another 9:1 imbalance.

This is not a trend.
This is structural suffocation of supply.

The math is undeniable:

Daily miner output: 450 BTC

Daily ETF + institutional demand: 3,800–5,600 BTC

Exchange liquid BTC supply: down 72% since 2020

Over $30B of Bitcoin now held by governments and sovereign funds

68% of all Bitcoin hasn’t moved in over 12 months — an all-time high

At the current pace, tradable Bitcoin on exchanges will hit zero by mid-2026.

And this aligns with what’s happening globally:

BRICS nations accelerated BTC accumulation after the Shanghai Summit

US pension funds quietly disclosed BTC exposure in Q3 filings

Middle Eastern wealth funds began allocating 1–2% to BTC reserves

Japan approved the first institutional Bitcoin trust for mega-banks

Meanwhile:

The dollar’s share of global reserves hit a 30-year low

Bitcoin outperformed every major asset class in 2025

On-chain settlement volumes exceed Visa + Mastercard combined

December 2025 is the breaking point:

If ETF inflows remain above $4B and exchange reserves fall another 8–10%, the Bitcoin liquidity crisis becomes irreversible.

This is not hype.
This is math.
And math is louder than politics, louder than headlines, louder than fear.

You are living through the first engineered digital asset supply shock in history.

The silent phase is over.
The parabolic phase is next.

$BTC
#BTCVolatility #USJobsData #USStocksForecast2026 #TrumpTariffs #ProjectCrypto

you can trade my analysis ?

$BTC

#READ THIS CAREFULLY… THIS POST WILL BE SCREENSHOTTED FOR MONTHS 🔥
What happened this week wasn’t “market noise”… it was Bitcoin exposing the truth about global liquidity.

Bitcoin didn’t fall because traders panicked — it fell because the global liquidity engine misfired.

Just $150M of real sell pressure erased $1.8 BILLION in leveraged positions.
For every real dollar that moved… twelve fake dollars vanished.

This wasn’t volatility.
This was liquidity compression — the moment crypto finally became macro.

And here’s the part everyone refuses to admit:

#BTC is no longer priced by crypto traders.
It’s priced by:

USD liquidity levels

Central bank balance sheets

Sovereign accumulation

Bond market stress

$BTC

When yields spike → Bitcoin bleeds.
When liquidity expands → Bitcoin rallies.
Simple. Brutal. Mechanical.

And the real bombshell?

Governments are now the biggest silent dip-buyers.

El Salvador buying?
Not surprising.

But what about:

Qatar’s sovereign fund accumulating

Hong Kong ETF inflows quietly hitting records

BRICS clearing #BTC through private channels

Middle Eastern funds soaking supply off-exchange

This is the new reality:

Retail trades the noise.
Whales trade the trend.
Governments accumulate the future.

Every crash wipes out leverage.
Every recovery concentrates ownership.

$BTC isn’t becoming decentralized…
It’s becoming institutionalized — and that’s why the next cycle will look NOTHING like the last one.

This is the liquidity trap.
Once you enter it… you don’t escape.
You adapt.

Buy the asset the world is slowly restructuring around.

#BTCVolatility #USJobsData

$BTC Volatility: Despite institutional

demand, BTC remains very volatile; large moves (up or down) are still common.

Liquidity Risks: If ETF flows reverse or institutions unwind positions, it could create sharp price drops.

Macro Surprises: A surprise

inflation spike or unexpected Fed hawkishness could undermine the "risk asset" case.

Regulatory Uncertainty: Even with more clarity, new crypto regulations (domestic or international) could pose challenges.

Sustainability: Mining remains

energy-intensive, and environmental concerns could trigger regulatory or social pushback.
#BTCVolatility #USJobsData #USStocksForecast2026 #CryptoIn401k #WriteToEarnUpgrade