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Ansem 🧸💸· 2025-10-12 02:18
Market Dynamics & Narratives - American narratives dominated crypto market earlier in the year, focusing on ETFs, DATs, TradFi, RWA Tokenization, and regulatory clarity [1] - Asian retail investors were playing catch-up, contrasting with 2022-2024 when Asia drove the market [1][2] - China & Asia were displaced due to lack of edge in US politics and information asymmetry regarding ETF listings [2] - Chinese narratives regained popularity driven by CZ's activity and the launch of Aster [3] Potential Market Manipulation - US government shutdown delayed expected catalysts and SEC actions, making long positions vulnerable [2][3] - Aster, a new perp dex supported by CZ, attracted billions in open interest from inexperienced traders [2] - Launch of SOL, XRP, and DOGE spot ETFs coincided with market events [4] - A BTC whale opened massive short positions, potentially linked to knowledge of Xi Jinping's actions [5][6] - Elevated open interest, delayed catalysts, and the government shutdown created an opportunity to "loot" the market [6] Conspiracy Theory Summary - The theory suggests a coordinated effort to exploit market vulnerabilities, with Chinese actors potentially profiting from the US government shutdown and delayed ETF catalysts [1][2][3][6]
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Ansem 🧸💸· 2025-10-12 02:15
https://t.co/wzQp9Y9962🏴☠️ (@calvinfroedge):If you lost millions yesterday on leverage but you still have $2M+ left over, here's my advice to you:Take it out of the casino, pay the taxes, buy a house with low property taxes, put the rest in boring dividend boomer consumer stocks, and enjoy your fortress of solitude. ...
X @Ansem
Ansem 🧸💸· 2025-10-12 02:13
Risk Management & Market Analysis - Avoid revenge trading due to potential market manipulation and low liquidity, especially at Monday's open [1] - Analyze trading moves, including leverage used, liquidation points (ADL), and coin types held during liquidation to improve future strategies [1] - Understand market leverage, margin trading, borrowing protocols, and ADLs to enhance market and crypto-specific knowledge [2] Opportunity & Perspective - Recognize opportunities presented by flash crashes, as they are likely to recur [1] - Reflect on unchanged aspects of life and practice gratitude, regardless of portfolio performance [2]
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Ansem 🧸💸· 2025-10-12 02:07
https://t.co/NRoMaP9xijAaron Slodov (@aphysicist):CHINA JUST WEAPONIZED THE ENTIRE RARE EARTH SUPPLY CHAINget used to reading chinese MOFCOM bulletins because they're writing american industrial policy now.announced today: any product containing >0.1% chinese rare earth materials needs beijing's approval before re-export to https://t.co/cdGspel0XA ...
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Ansem 🧸💸· 2025-10-12 01:44
kinda lit they did it on a public exchange tho at least they kinda let us knowThe Kobeissi Letter (@KobeissiLetter):This is unusual:~30 minutes before President Trump's tariff announcement yesterday, a "whale" took a multi-million dollar SHORT in Bitcoin.1 hour later, crypto saw its largest ever liquidation and this position was liquidated for +$192 MILLION in profit.Did someone know? https://t.co/1yWCrEFfM5 ...