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Global Bond Panic Is Spreading
War risk drives yields higher from Tokyo to Paris, bitcoin targets $90,000, Mexico’s fertility rate collapses, and the predicted blue wave meets a new electoral map.
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Breaking: The Supreme Court lets the Trump administration use a revamped federal voter eligibility database, which lets states use Social Security records to check voters' citizenship.
Final Vote:
🟢 Yes: 6
🔴 No: 3
$BTC: HALF THE GAMMA JUST DISAPPEARED
Today’s expiry removed 51.8% of gross gamma from the board.
Dealer GEX reset:
−$327M → −$203M
Dominant gamma strike:
$85K → $90K
Less leverage/pinning. The biggest options gravity just moved $5,000 higher.
BTC is $83.8K.
If price starts running, the remaining negative-gamma structure can force dealers to buy into the rally.
The model estimates a +5% breakout with rising volatility could generate ~$1.1B of hedge buying.
The expiry didn’t create the rally, but it removed part of the brake.
$90K is next.
This video has almost 60K likes in the first 5 hours
A racist person would never call you & your family beautiful”
“He sees this beautiful family of this mom & kid, he’s gonna call them beautiful & a gift from God & you trying to sit here and tell me that he hates black people”
$BTC The 4-year cycle has been dead for a while. We are in an extended bull market and mid-cycle adjustment.
2019's mid-cycle adjustment maps on perfectly to today. Bottoming the same week after the preceeding high with ~50% drawdown.
🟠NEW - Bitcoin’s New Paradigm and Mid-Cycle Adjustment
Read and subscribe!
Why the 2023–2025 advance was not a traditional bitcoin bull market, what replaced the four-year cycle, and why the main move may still be ahead
Link 🔽
$BTC The 4-year cycle has been dead for a while. We are in an extended bull market and mid-cycle adjustment.
2019's mid-cycle adjustment maps on perfectly to today. Bottoming the same week after the preceeding high with ~50% drawdown.
🟠NEW - Bitcoin’s New Paradigm and Mid-Cycle Adjustment
Read and subscribe!
Why the 2023–2025 advance was not a traditional bitcoin bull market, what replaced the four-year cycle, and why the main move may still be ahead
Link 🔽
🟠NEW - Bitcoin’s New Paradigm and Mid-Cycle Adjustment
Read and subscribe!
Why the 2023–2025 advance was not a traditional bitcoin bull market, what replaced the four-year cycle, and why the main move may still be ahead
Link 🔽
link: bitcoinandmarkets.com/bitcoi…
Independent macro research for investors and critical thinkers. Bitcoin analyst of 12+ years, exploring bitcoin and monetary evolution.
Bitcoin topped Oct 6 2025, exactly on the 4 year cycle schedule.
The last three bottoms all came 12 to 13 months after the top.
That's Oct 6 to Nov 16 this year.
Could be different this time. But it’s not over until it's over.