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November 14, 2025 Bitcoin’s recent slide, dipping back under $100,000 , is best understood as a liquidity- and flow-driven reset , not a structural breakdown. Institutional demand via ETFs has weakened just as long-term holders have started to take profits. Meanwhile, risk-on equities, especially in high-beta tech, have also cracked, and macro uncertainty has increased. The result is a coordinated retreat, not a panic crash. This still feels like a mid-cycle correction rather than a cycle...

November 10, 2025 The U.S. federal debt has now surpassed  $38 trillion , raising serious questions about how the government will continue to finance its obligations. Traditional buyers including foreign sovereigns and large domestic institutions are showing signs of slowing purchases. At the same time, investors are signaling concern through their asset allocations. Gold has surged ~55% in 2025 , and Bitcoin continues to gain traction as a “digital gold” hedge against dollar and sovereign...

November 5, 2025 Bitcoin just corrected… but the setup for a potential rally into year-end is still very much intact. In this quick 2½-minute walkthrough, we break down why the same forces powering equities and gold may soon rotate into Bitcoin. Breakdown 0:00 — Bitcoin pullback ≠ broken trend 0:15 — Market snapshot: S&P, Gold, BTC YTD 0:35 — The rate-cut playbook — why non-recession cuts matter 0:55 — Liquidity turning up: gold reacted, Bitcoin lagged 1:15 — Mega-cap earnings + the...