The Augmented Dickey-Fuller (ADF) plotted on total Crypto market cap has entered a trending state, confirming a downtrend.
$BTC cycle valuation broke below neutral for the first time since early November, when it crossed above this threshold.
Analyst Tomas’ prediction of the TGA spenddown is playing out as expected, but BTC isn’t responding positively. Instead, it’s moving opposite to this liquidity injection.
Quick take on US debt ceiling: The U.S. has fooled itself longest. With a $39.8T liability gap, a $1.8T deficit, and $9T in 2025 maturities, the debt ceiling standoff is a ticking time bomb. If yields spike, expect market chaos.
Prepare accordingly—when this unwinds, it won’t be gentle.
Novices panic and react, while real Gs observe then act.
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