Another explanation for why this 30% drawdown feels so much worse than the past fewThe velocity of the drawdown has been substantially higher for this recent pullback then the prior twoJames Van Straten (@btcjvs):Third 30% correction for BTC this cycle.Each correction, the time from peak to trough has compressed, this has accelerated the max fear sentiment.- August 2024 (Yen Carry): 147 days- April 2025: (Tariffs) 77 days- November 2025: 42 days https://t.co/77shr5k1Rs ...

$BTC now sits at a 26% chance of hitting $80k this year16% chance of hitting $120kMax pain would be running back to $120k after this correction ends by EOYPolymarket (@Polymarket):BREAKING: The odds of Bitcoin crashing below $80k this year soar.28% chance & rising. https://t.co/cD9wElZNkA ...

I wanted to put the current sell off in perspective...BTC corrected in 2024 -32%, 2025 -32% and right now is around -28%. This is normal. You've lived it before.SOL corrected -47%, -67% and currently -48%.Sui corrected -69% in 2023, -79% in 2024, -68% in 2025 and -64% currently.Technicals are flamboyantly over sold. Sentiment is in the shitter too... worst I've seen it this cycle. ...

Mark, I'm not going to ask you about Tesla, but I am curious about the tech selloff that we're seeing. The S&P 500 has dropped 3% since its most recent peak. Does the drop continue.Come Monday. My bias is pretty is it does continue. I mean, 3% is pretty irrelevant given the extraordinary gains we've seen this year. I mean, the key theme of the past six months is that we've seen this straight line rally with almost no pullbacks.And we're getting a little bit excited this week because we're seeing a few perce ...

US-China Trade & Geopolitics - The US has been a winner in trade deals, particularly with soybean exports and rare earth releases from China following meetings between Xi and Trump [1][2] - A shift within the Communist Party of China (CCP) towards a friendlier and more open orientation is making the Chinese market more attractive [4] - The biggest risk for China is a return to the "Wolf Warrior" stance, but the latest plenum suggests a desire to mend relationships with the US [12][13] - Taiwan was notably not mentioned in meetings between Xi and Trump, indicating a potentially significant shift in US-China relations [13] China Market & Technology - China's technology sector, especially in chips and other areas, is becoming increasingly self-sufficient and attractive to investors [5] - The Electric Vehicle (EV) market in China is experiencing incredible growth, with Chinese vehicles surpassing even luxury brands like Rolls Royce in some aspects [6][7] - The Chinese market is outperforming India and even the US market, signaling a potential long-term rerating of China [8][9] - A correction of 30-40% in the AI space is expected due to excessive spending, but AI remains critical [15][16][17] Emerging Markets & Investment Strategies - Emerging Markets (EM) are poised to benefit from trade policies, with Southeast Asian countries like Malaysia and Thailand potentially replacing China in some export sectors [19] - A stronger US dollar is generally positive for EMs as it boosts export earnings [24] - India's bureaucracy is a significant impediment to foreign investment, hindering its ability to absorb capital and technology [29][30] - Korea, along with Taiwan, is considered an interesting market due to its strong technology sector, despite recent sell-offs [36][37]

Core Insights - The stock market is experiencing a downturn, with the Nasdaq index falling, primarily driven by declines in major technology stocks [1] - Gold futures have dropped below the $4,000 per troy ounce mark, with analysts describing this trend as a "correction" [1] - Analyst John Caruso suggests that while the current decline may deepen in the near term, there is an expectation for future increases in precious metals once the pressure subsides [2]

Japan’s blue-chip stock gauge jumped 2.2% to mark a fresh record today, but only a handful of names did the heavy lifting, a sign that the rally’s narrow breadth could leave it vulnerable to a potential correction https://t.co/UJLXR9IV2p ...

Nothing bad is happening to the markets.It's the standard correction pre-FOMC.#Bitcoin is holding up above the crucial level at $112K and looking for support.I'm expecting it to be holding up here, and to continue the uptrend after this test. https://t.co/n2wjwZPDkj ...

Gold is extending declines after seeing its worst one-day performance in over a decade. Certainly a sharp sharp move for the precious metals in general. This could be the start of a correction which would be 10% or more off its high.Right now gold is off about 8% off of its high. UBS saying that they believe that this sharp move to the downside was mostly technical. There's no real macro or geopolitical reason.I mean, you have had Wall Street strategists talking about how this has been overstretched, overbo ...

Core Insights - Jamie Dimon is recognized as one of the highest-profile bankers globally [1] Group 1 - Jamie Dimon holds a significant position in the banking industry, indicating his influence and reputation [1]