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🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING RIGHT NOW... And when the bell rings this morning it won't be a normal open. While America slept, the world repriced everything. 80 Iranian military targets were attacked in a single night. Strikes between the U.S. and Iran continue now. Trump declared the DEAL IS OVER. Three commercial ships attacked in the Strait hours after he drew a public red line. And the US military responded with the biggest Middle East operation in years. Asian markets didn't wait for Wall Street to figure it out. Here's what's happening right now 👇 https://x.com/DeFiTracer/status/2075192930331955352

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING RIGHT NOW. This is no longer a diplomatic crisis. This is a war. Trump didn't send a warning, he sent aircraft. Over 80 Iranian military targets hit in a single night. The largest US military operation in the Middle East in year executed hours after Iran attacked three commercial ships in the Strait. Three ships, not one, three. While you were asleep the world changed. Asian markets already know. > Japan down over ¥30 TRILLION. > South Korea bleeding over ₩200 TRILLION. Here's what's happening 👇 https://x.com/DeFiTracer/status/2074932944808849528

🚨 WARNING: SOMETHING EXTREMELY BAD IS ABOUT TO HAPPEN... President Trump just said that the deal with Iran is OVER. And he has announced new strikes on Iran tonight. Japan is already down over ¥30 TRILLION. South Korea is down over ₩200 TRILLION. These kinds of dumps never happen for no reason: While Wall Street was sleeping, Asian markets already priced in the war. The US-Iran deal is DEAD. Not struggling. Not on pause. DEAD. Here's what will happen next 👇 https://x.com/DeFiTracer/status/2074844061026922776

🪙 $ETH - longs are not that obvious here If I see price around ~$1,650, my limit orders will trigger ▪️We are near the upper boundary of the channel, so I’d like to see liquidity taken below first But for now, $SOL still looks much more interesting to me, especially with meme season in mind

$BTC update by TRACER 🐮 IMPORTANT - rnI’m breaking down the local picture Globally, nothing has changed for me: as before, I’m waiting for shorts and new lows The main scenario is still the same - first a move toward ~$70k, and from there I’ll be waiting for continuation lower

I haven’t posted analysis for a while, was busy with some personal stuff, but now I’m slowly getting back to the market

Locally, BTC is just moving inside the range, so there’s not much point in trying to invent something too precise here I’m looking more at interesting moves on alts, there may be more opportunities there right now ▪️As for BTC, a long can basically be picked up with small size either from current levels, or closer to the ~$62,500 and ~$60,500 zones The calmest option is to simply wait for these levels, watch the buyer’s reaction, and then make a decision based on the situation ▪️my free trading community

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING... Iran just attacked THREE ships in the Strait of Hormuz. Trump already drew the line. Publicly, on the record. Any attack in the Strait violates the agreement. Those were his exact words. Not an interpretation. Not diplomatic language. A direct statement with a direct consequence. The consequence is now in motion. US-Iran insiders are saying US forces may respond anytime. Not tomorrow, not after another round of talks. ANYTIME. Here's what's happening 👇 https://x.com/DeFiTracer/status/2074534260086657398

Strategy sold 3,588 BTC 👾 ~ Around $225M Market reacted instantly - is this the correction for the longs I mentioned earlier? ▪️Now the main question is: was this a one-time sell, or the start of bigger pressure on BTC

I told you the next $ANSEM is right in front of you... I told you the next 100x runner just launched. I told you to buy at a $300K market cap, and I bought a bag. I told you $MURAD is built different, but with the same narrative. And now it's trading at a $1 MILLION market cap. Here's what happening with $MURAD now 👇 https://x.com/DeFiTracer/status/2074099749863489708

🚨 WARNING: SOMETHING EXTREMELY BAD IS COMING ON MONDAY... Four things are breaking at the same time. FED almost confirmed rate hikes by December. Not pauses. Not holds. HIKES. Everything priced on the assumption that cheap money returns just got repriced from scratch. Every leveraged position, every rate-sensitive asset, every model built on a pivot that isn't coming. Japan officially entered yen intervention, that sounds technical. Here's what it means for markets 👇 https://x.com/DeFiTracer/status/2073787843504136327

Most people still think of @grvt_io as a trading platform But the bigger picture is starting to become clear The next wave of onchain adoption probably won't come from another memecoin or perp market It'll come from bringing real financial products onchain and making them accessible to everyone That's the direction GRVT seems to be heading A future where the same capital can earn yield, serve as collateral, and stay liquid at the same time is far more efficient than constantly moving funds between different platforms What started as institutional-grade trading infrastructure is slowly evolving into something much broader The line between trading, investing, and wealth management is getting thinner every cycle And GRVT looks like it's positioning itself right at that intersection https://x.com/DeFiTracer/status/2073733093488198031

🚨 WARNING : SOMETHING EXTREMELY BAD IS ABOUT TO HAPPEN... This is not a normal weekend warning. Four separate pressure points are hitting simultaneously. Any one of them alone would be enough to move markets hard. Together they create something the financial system hasn't had to absorb in years. Here's the full picture. The Fed also confirmed rate hikes this year. Every rate cut priced into Q4 is now gone. Every asset valued on the assumption that cheap money returns has to reprice from scratch. Japan is selling US Treasuries. China has been reducing exposure for months. The two largest foreign creditors to the United States are simultaneously stepping away from sovereign debt. Here's what's happening 👇 https://x.com/DeFiTracer/status/2073458771872104699

🚨 BELOW $58K EVERYONE LOSES CONVICTION. THAT'S EXACTLY WHEN YOU SHOULD BUY. Nine years of trading crypto, never seen sentiment this confused. Half the market thinks the bottom is already in. The other 40% are waiting for $30K. Both sides are going to be wrong. Here's what actually happens at real bottoms. Nobody buys them. Not because the price isn't right because the feeling isn't right. $16K was the most obvious Bitcoin entry of the last cycle. Everyone in crypto knew it, almost nobody pulled the trigger. They were waiting for $10K. For a cleaner number, for more certainty. The certainty never came, the price left without them. That's how bottoms form. Not with a capitulation wick that everyone catches perfectly. With a slow grind that exhausts everyone until the buyers who are left are the ones who stopped trying to time it perfectly. Here's the base case. Summer ranging, slow bleed toward $50K. Then one final flush to around $42K just enough to convince everyone that the $30K target is finally coming. It won't come. Same as last cycle, same as the cycle before. When 50% think the bottom is in and 40% are waiting for $30K to $40K that's not a bottom sentiment reading. That's a market that hasn't fully capitulated yet Too many people still have a plan, real bottoms don't let you have a plan. But here's what most people miss. Waiting for perfect is how you end up not buying at all, $50K with conviction beats waiting for $30K that never arrives and watching it run to $240K from the sidelines. Already bought 30% here. DCA planned at $58K, $55K, $52K, heaviest allocation at $42K if it gets there. I called the $126K top exactly. Every major turn for 7 years on the record. Follow now and turn on notifications. https://x.com/DeFiTracer/status/2073052283462365343

🚨 WARNING: SPACEX IS FOLLOWING NVIDIA PATTERN IN 1999!! Same setup. Different decade. Nvidia IPO'd on hype, ran hard, then flushed. Retail panicked and walked away calling it a failed trade. Forums were full of people explaining why it was worthless. Then institutions loaded the quiet zone nobody was watching. Here's what's happening 👇 https://x.com/DeFiTracer/status/2073032872470921634

👀 What besides SOL? One of the real potential spot plays for me is LIT - basically a direct competitor to HYPE, but valued much lower 🤖 Recently, Robinhood announced an integration with lit I slightly increased my position

🚨 WARNING: JAPAN IS ABOUT TO DUMP U.S. TREASURIES!! And almost nobody in the US market is talking about it. Japan has a problem that doesn't have a clean solution. The yen is collapsing. Japanese government bonds are under pressure. The Bank of Japan spent decades holding rates near zero while the rest of the world hiked And now that gap is forcing a reckoning that can't be postponed much longer. Here's what that means in practice 👇 https://x.com/DeFiTracer/status/2072762405382132199

👾BTC broke above 62k - here I’d expect it to move into consolidation ▪️For those who missed it - unemployment data came out better than expected:

4.2% vs 4.3% expected

Now the question is when this short trend shaves those longs again and takes back all that profit 👀 Anyway, I’m still without positions for now, but I REALLY like Solana’s performance For me, it’s still tier-1 in any market condition

🚨 WARNING: THE 2000 DOT-COM BUBBLE IS ABOUT TO REPEAT... New ATH on the board, green candles everywhere. Headlines celebrating the resilience of American markets. And underneath it the most dangerous concentration of risk in stock market history. Semiconductor stocks now represent $13.4 trillion in market cap. 19.7% of the entire S&P 500. 🚨 WARNING: THE 2000 DOT-COM BUBBLE IS ABOUT TO REPEAT... New ATH on the board, green candles everywhere. Headlines celebrating the resilience of American markets. And underneath it the most dangerous concentration of risk in stock market history. Semiconductor stocks now represent $13.4 trillion in market cap. 19.7% of the entire S&P 500. Here's what's happening right now👇 https://x.com/DeFiTracer/status/2072685881228443868

Everyone talks about Season 2 ending I think the more interesting part is what comes after Campaigns can attract users, but products are what keep them around With RWA Vaults now live and spot markets rolling out GRVT seems to be shifting from growth campaigns to building an ecosystem people can actually use every day That's usually the transition worth paying attention to 👇 https://x.com/defitracer/status/2072351284405891080?s=46

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING WITH BITCOIN... Not confirmed. But the timing is insane. Here's what we know for certain. Strategy is sitting on $13 billion in unrealized losses. MSTR is down 30% in one week. They have 17 months of dividend and interest coverage left, $2.55 billion in cash reserves that sounds like a lot until you do the math on what they owe. And the board just quietly approved the ability to sell Bitcoin to cover reserves, pay dividends, and fund buybacks. Here's what's happening right now 👇 https://x.com/DeFiTracer/status/2072387530146673021