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Circle 剛剛鑄造了另外 500M $USDC!
#Tether
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#CircleIPO
在 1011 市場崩潰後鑄造了 $17.75B 的穩定幣。
免責聲明:包含來自第三方的見解。非財務建議。可能包含贊助內容。
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BITCOIN DID NOT CRASH. It was executed. The weapon: Japanese Government Bonds. On December 1, 2025, Japan’s 10-year yield hit 1.877 percent. The highest since June 2008. The 2-year touched 1 percent. A level not seen since before Lehman fell. This triggered the unwinding of the largest arbitrage trade in human history. The Yen Carry Trade. Conservative estimates: $3.4 trillion. Realistic estimates: $20 trillion. For thirty years, the world borrowed free Japanese money to buy everything. Tech stocks. Treasuries. Bitcoin. That era ended last month. The transmission was mechanical. Yields rise. Yen strengthens. Leveraged positions become unprofitable. Selling begins. Selling triggers margin calls. Margin calls trigger liquidations. Liquidations trigger more selling. October 10: $19 billion in crypto positions liquidated in 24 hours. The largest single day wipeout in digital asset history. November: $3.45 billion fled Bitcoin ETFs. BlackRock’s fund lost $2.34 billion. Its worst month since inception. December 1: Another $646 million liquidated before lunch. Bitcoin’s correlation with the Nasdaq: 46 percent. With the S&P 500: 42 percent. The “uncorrelated hedge” is now a leveraged expression of global liquidity conditions. Yet the data contains a paradox. While prices collapsed, whales accumulated 375,000 BTC. Miners cut selling from 23,000 BTC monthly to 3,672. Someone is buying what institutions are selling. The pivot point: December 18. Bank of Japan policy decision. If they hike and signal more, Bitcoin tests $75,000. If they pause, a short squeeze could reclaim $100,000 within days. This is not about cryptocurrency anymore. This is about the cost of capital in a world that forgot money has a price. The widow maker came collecting. Position accordingly. $BTC
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P.2 - WHY THIS IS UNLIKE ANYTHING THE WORLD HAS EVER SEEN
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P.1- The Old Money System Just Hit Its Breaking Point - And a New One Is Rising.
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US freight is struggling: The Cass Freight Index dropped -7.8% YoY in August, to its lowest level since 2020. The index tracks North American freight shipments and remains one of the most important indicators of US shipping activity. This marks the 30th consecutive monthly decline, the longest streak since the 2008 Financial Crisis. Over the last 3 years, shipments have fallen -22.0%, with the index down -5.5% in 2023 and -4.1% in 2024. Assuming normal seasonal patterns, November shipments would drop -10.0% YoY. The US freight recession is deepening. $BTC
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BREAKING: US stock market futures fall -0.5% as the selloff in crypto intensifies. Crypto's total market cap is now back below $3 trillion. $BTC
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