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DUSk 👍👍📉📉
The bounce from $74k (with a possible brief wick down to $70k) will be bigger than the bounce we saw from $80k.
$74k is probably the most key level of this bitcoin cycle.
Drop below it and admit we are in a bear market.
Stay above it and hope will remain (and reignites) that the bull run is still on (I’m not a believer of this, however).
I think we’ll see a relief rally after $70k- $74k is tagged. Maybe a nice one. Maybe up to the 200 week MA if we’re lucky. $100k would be nice.
Holding $74k is the last chance the bulls have, as to drop below it is to break the higher-low structure and admit a bear market.
I expect very high trading volume on that $70k-$74k low, followed by a big relief rally.
Pivotal level.
But ultimately, I think greater odds are we see a lower high and the continuation of a bear market after that. But we should definitely enjoy the bounce in the meantime! It may offer a last chance for profit-taking before dropping below $70k (imo).
If I’m wrong and we’re not in a bear market I’ll admit it! Let’s give it a few months to play out though. $DUSK
#dusk @Dusk_Foundation
$74k is probably the most key level of this bitcoin cycle.
Drop below it and admit we are in a bear market.
Stay above it and hope will remain (and reignites) that the bull run is still on (I’m not a believer of this, however).
I think we’ll see a relief rally after $70k- $74k is tagged. Maybe a nice one. Maybe up to the 200 week MA if we’re lucky. $100k would be nice.
Holding $74k is the last chance the bulls have, as to drop below it is to break the higher-low structure and admit a bear market.
I expect very high trading volume on that $70k-$74k low, followed by a big relief rally.
Pivotal level.
But ultimately, I think greater odds are we see a lower high and the continuation of a bear market after that. But we should definitely enjoy the bounce in the meantime! It may offer a last chance for profit-taking before dropping below $70k (imo).
If I’m wrong and we’re not in a bear market I’ll admit it! Let’s give it a few months to play out though. $DUSK
#dusk @Dusk_Foundation
WAL🔥📈
Exited longs for now. Looked all good Yesterday until we received this weekend drop.
Although we likely close CME gap close to 84k, IMO, not worth holding this long through as weekends are unpredictable when they trend like this. Every drop lower sets the weekend low lower and weekend lows here have a high chance of being taken out next week.
Puts the long and also the bias at risk so getting out here is key to limit losses.
As much as it was my job to show you where and how to exit on the 8 wins we had recently on the backbone of the bullish bias throughout this range, now it's also equally much my job to show you how to do it when losses occur, as well as openly admit when my idea is wrong.
Even if it's less pleasurable, I'll be the first to tell you when that happens too.
So as promised, exiting the long here and taking a few steps back on leverage, not thinking about any trade soon.
Yes, range low sweep is possible, and yes, we could absolutely reverse all of it.
But we are in an illiquid weekend environment during a monthly close and with uncertainty of macro news (whether it will happen or not is unclear).
Going to sit aside here, just stay in spot and let the market give some serious confirmation first before g
oing long again.$WAL #walrus @Walrus 🦭/acc
Although we likely close CME gap close to 84k, IMO, not worth holding this long through as weekends are unpredictable when they trend like this. Every drop lower sets the weekend low lower and weekend lows here have a high chance of being taken out next week.
Puts the long and also the bias at risk so getting out here is key to limit losses.
As much as it was my job to show you where and how to exit on the 8 wins we had recently on the backbone of the bullish bias throughout this range, now it's also equally much my job to show you how to do it when losses occur, as well as openly admit when my idea is wrong.
Even if it's less pleasurable, I'll be the first to tell you when that happens too.
So as promised, exiting the long here and taking a few steps back on leverage, not thinking about any trade soon.
Yes, range low sweep is possible, and yes, we could absolutely reverse all of it.
But we are in an illiquid weekend environment during a monthly close and with uncertainty of macro news (whether it will happen or not is unclear).
Going to sit aside here, just stay in spot and let the market give some serious confirmation first before g
oing long again.$WAL #walrus @Walrus 🦭/acc
🚨 BREAKING:🔥🔥🔥🔥🔥🔥
🇺🇸 U.S. GOVERNMENT HAS JUST OFFICIALLY SHUTDOWN
🔥🔥🔥🔥🔥🔥
THIS IS SO BAD FOR MARKETS...$BTC $BNB
#BTC #MarketCorrection #2025WithBianace #USIranStandoff
🇺🇸 U.S. GOVERNMENT HAS JUST OFFICIALLY SHUTDOWN
🔥🔥🔥🔥🔥🔥
THIS IS SO BAD FOR MARKETS...$BTC $BNB
#BTC #MarketCorrection #2025WithBianace #USIranStandoff
BTC $BTC
Binance Square Official
·
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In the previous round of the 100 BNB Surprise Drop, we saw an overwhelming amount of quality content, genuine opinions, and high-quality interactions. Creators on Binance Square kept pushing their limits.
To further amplify the value of outstanding content,
and to help more truly talented creators get the recognition they deserve — we’ve decided to reward another 200 BNB!
Evaluation criteria
1. Core Metrics: Page views / Clicks, Likes / Comments / Shares, and other interaction data
2. Bonus Points: Actual conversions triggered by the content (such as participation in spot/contract trading through content mining, user actions, etc.)
3. Daily 10 awardee: Content format is unlimited (in-depth analysis, short videos, hot topic updates, memes, original opinions, etc.). Creators can be rewarded multiple times.
4. Reward Distribution: A daily 10 BNB reward pool, equally distributed among the 10 creators on the leaderboard
5. Settlement Method: Rewards will be credited daily through tipping from this account to the content directly(@Binance Square Official ). Please ensure that the tipping feature is enabled.The rewards can be viewed in your “Funds Account” or through the “Square Assistant”.
6.Timeliness: Quality content published within the past 48 hours is eligible for evaluation and rewards.
For the content selection terms and criteria, please click to view.
To further amplify the value of outstanding content,
and to help more truly talented creators get the recognition they deserve — we’ve decided to reward another 200 BNB!
Evaluation criteria
1. Core Metrics: Page views / Clicks, Likes / Comments / Shares, and other interaction data
2. Bonus Points: Actual conversions triggered by the content (such as participation in spot/contract trading through content mining, user actions, etc.)
3. Daily 10 awardee: Content format is unlimited (in-depth analysis, short videos, hot topic updates, memes, original opinions, etc.). Creators can be rewarded multiple times.
4. Reward Distribution: A daily 10 BNB reward pool, equally distributed among the 10 creators on the leaderboard
5. Settlement Method: Rewards will be credited daily through tipping from this account to the content directly(@Binance Square Official ). Please ensure that the tipping feature is enabled.The rewards can be viewed in your “Funds Account” or through the “Square Assistant”.
6.Timeliness: Quality content published within the past 48 hours is eligible for evaluation and rewards.
For the content selection terms and criteria, please click to view.
🚨 THE FED WILL ANNOUNCE A RATE CUT TODAY AT 2:30 PM ET.
IF CUT < 25 BPS = BITCOIN GOES PARABOLIC
OR CUT < 50 BPS = ALTCOIN SEASON STARTS
NO CUT = FED WILL PRINT $1.5 TRILLION
MORE LIQUIDITY TO THE MARKET OR A PARABOLIC CRYPTO MOVE. ALL EYES ON THE FED! 👀$BTC
IF CUT < 25 BPS = BITCOIN GOES PARABOLIC
OR CUT < 50 BPS = ALTCOIN SEASON STARTS
NO CUT = FED WILL PRINT $1.5 TRILLION
MORE LIQUIDITY TO THE MARKET OR A PARABOLIC CRYPTO MOVE. ALL EYES ON THE FED! 👀$BTC
#dusk $DUSK 📉 GOLD AND SILVER JUST WIPED OUT BITCOIN’S ENTIRE MARKET CAP!
We just witnessed one of the LARGEST REVERSALS in commodity history.
In less than 4 hrs, gold and silver erased $1.7 TRILLION in market value.
That’s the entire market cap of Bitcoin. Let that sink in!!
Silver led the carnage, crashing -14%, one of the biggest intraday reversals ever.
Both metals lost 3 full days of gains in mere hours.
History says moves like this are never the end of the story.
This is the warning.⚠️$BTC
We just witnessed one of the LARGEST REVERSALS in commodity history.
In less than 4 hrs, gold and silver erased $1.7 TRILLION in market value.
That’s the entire market cap of Bitcoin. Let that sink in!!
Silver led the carnage, crashing -14%, one of the biggest intraday reversals ever.
Both metals lost 3 full days of gains in mere hours.
History says moves like this are never the end of the story.
This is the warning.⚠️$BTC
#plasma $XPL 🚨 WILL THE MARKET DUMP HARD ON SATURDAY??
There's a 78% chance of a US government shutdown before Jan 31, according to Polymarket.
So what does a “shutdown” actually mean?
Think of the US government like a massive company.
If Congress does not approve funding by the deadline, parts of that company lose access to money.
That is a shutdown.
What happens during a shutdown?
- Non-essential federal workers are furloughed without pay
- Essential workers still work but get paid later
-Social Security, Medicare, and the military keep running
The system does not collapse.
But it runs with limited visibility.
Why do markets care?
Because data gets delayed.
During past shutdowns:
- Jobs reports were postponed
- Inflation data was delayed
- Policymakers had less real-time information
Markets price risk using data.
When visibility drops, risk models pull back.
Spreads widen. Volatility rises.
Not panic. Just uncertainty being priced in.
What history shows
- Markets often stay calm at first.
- Pressure builds quietly.
- Reactions tend to lag the headlines.
Why this weekend matters?
If no deal is reached by Jan 31:
- Shutdown risk becomes real
- Weekend uncertainty increases
- Markets reopen with gaps, not warnings
This is not about politics. It is about visibility and risk.
If you’re holding exposure, size it knowing surprises can hit when markets are closed.
There's a 78% chance of a US government shutdown before Jan 31, according to Polymarket.
So what does a “shutdown” actually mean?
Think of the US government like a massive company.
If Congress does not approve funding by the deadline, parts of that company lose access to money.
That is a shutdown.
What happens during a shutdown?
- Non-essential federal workers are furloughed without pay
- Essential workers still work but get paid later
-Social Security, Medicare, and the military keep running
The system does not collapse.
But it runs with limited visibility.
Why do markets care?
Because data gets delayed.
During past shutdowns:
- Jobs reports were postponed
- Inflation data was delayed
- Policymakers had less real-time information
Markets price risk using data.
When visibility drops, risk models pull back.
Spreads widen. Volatility rises.
Not panic. Just uncertainty being priced in.
What history shows
- Markets often stay calm at first.
- Pressure builds quietly.
- Reactions tend to lag the headlines.
Why this weekend matters?
If no deal is reached by Jan 31:
- Shutdown risk becomes real
- Weekend uncertainty increases
- Markets reopen with gaps, not warnings
This is not about politics. It is about visibility and risk.
If you’re holding exposure, size it knowing surprises can hit when markets are closed.
Legutóbbi kereskedések
0-ügyletek
ZKPUSDT
#vanar $VANRY Altseason 2026 Blueprint is already programmed...
Each cycle compresses.
Each expansion goes parabolic.
Altseason 1: +1,100%
Altseason 2: +550%
Altseason 2026: projects at least +600%
No euphoria.
No FOMO.
Just boredom and disbelief.
This is when the millionaires of tomorrow load and HODL.$BTC
Each cycle compresses.
Each expansion goes parabolic.
Altseason 1: +1,100%
Altseason 2: +550%
Altseason 2026: projects at least +600%
No euphoria.
No FOMO.
Just boredom and disbelief.
This is when the millionaires of tomorrow load and HODL.$BTC
CYCLE IS NOT BROKEN
If you actually study it, you'd be able to see it before losing 90% of all your gains this year
Pattern is still here:
2015–2017 bull: 1064 days
2017–2018 bear: 364 days
2018–2021 bull: 1064 days
2021–2022 bear: 364 days
2022–2025 bull: 1064 days$BTC
If you actually study it, you'd be able to see it before losing 90% of all your gains this year
Pattern is still here:
2015–2017 bull: 1064 days
2017–2018 bear: 364 days
2018–2021 bull: 1064 days
2021–2022 bear: 364 days
2022–2025 bull: 1064 days$BTC
Binance Square Official
·
--
Congratulations, @Dom Nguyen - Dom Trading @Cas Abbé @BEAR Signal - TIS @BuddyKing @The-Trend , you've won the 1BNB surprise drop from Binance Square on Jan 26 for your content. Keep it up and continue to share good quality insights with unique value.
🚨 YEN INTERVENTION COULD CRASH THE CRYPTO MARKET
A few days ago, I talked about the Fed's possible "Yen Intervention."
This is planned to be done via USD devaluation, as a weak dollar is beneficial for the US government.
Now you must ask, Isn't a weak dollar bullish for BTC and alts?
Yes, but not in the short term.
We all know that weak Yen was a major liquidity source for decades.
If the Yen suddenly becomes stronger, investors will have to panic dump their assets.
This will be very similar to what happened in Q3 2024 when Yen pumped nearly 15% against the USD.
During that timeframe, BTC and alts experienced a brutal crash.
Even the US stock market dumped hard, and the only winners were the precious metals.
This is why Gold and Silver are going rampant after the Yen Intervention news, while BTC and alts dumped hard.
But here's some good news.
Once the panic selling is over, the markets will stabilize just like September/October 2024.
After that, a huge recovery will follow, sending the markets much higher.
And maybe, CZ thesis of "Supercycle" will come true.#BTC走势分析 #BTC $BTC
A few days ago, I talked about the Fed's possible "Yen Intervention."
This is planned to be done via USD devaluation, as a weak dollar is beneficial for the US government.
Now you must ask, Isn't a weak dollar bullish for BTC and alts?
Yes, but not in the short term.
We all know that weak Yen was a major liquidity source for decades.
If the Yen suddenly becomes stronger, investors will have to panic dump their assets.
This will be very similar to what happened in Q3 2024 when Yen pumped nearly 15% against the USD.
During that timeframe, BTC and alts experienced a brutal crash.
Even the US stock market dumped hard, and the only winners were the precious metals.
This is why Gold and Silver are going rampant after the Yen Intervention news, while BTC and alts dumped hard.
But here's some good news.
Once the panic selling is over, the markets will stabilize just like September/October 2024.
After that, a huge recovery will follow, sending the markets much higher.
And maybe, CZ thesis of "Supercycle" will come true.#BTC走势分析 #BTC $BTC
hello 👋👋👋
PLASMA: REVOLUTIONIZING DECENTRALIZED FINANCIAL INFRASTRUCTURE WITH EXECUTION-FIRST STABILITY
{future}(XPLUSDT)
As decentralized finance (DeFi) continues to expand, the pressure on blockchain networks grows exponentially. Many networks boast high throughput in theory, yet crumble under real-world usage. Delays, unpredictable fees, and failed transactions are common when multiple DeFi protocols interact simultaneously. Plasma tackles this problem head-on, combining an execution-first architecture with congestion-free settlements to provide a robust, reliable foundation for DeFi ecosystems. This approach ensures that financial applications function predictably, securely, and efficiently, even under extreme demand.
The Challenge of Real-World DeFi
Traditional blockchains often struggle to support multiple DeFi protocols at scale. Applications like decentralized lending, yield farming, liquidity pools, and derivatives trading require instantaneous execution and predictable transaction costs. On many networks, simultaneous heavy usage leads to congestion, elevated gas fees, and failed transactions. This not only frustrates users but also discourages developers from building or scaling applications.
DeFi’s promise of decentralized, transparent finance fails when networks cannot handle the complexity of multiple active protocols. Plasma recognizes that DeFi is only as reliable as the underlying infrastructure and designs its network to remove these bottlenecks.
Plasma’s Execution-First Advantage
Plasma’s execution-first design separates execution from settlement. Transactions are processed instantly at the execution layer, allowing applications to respond immediately. Settlement happens securely in the background, ensuring network integrity without slowing user-facing interactions.
This architecture provides multiple benefits:
Instant responsiveness: DeFi applications, like lending platforms or automated market makers, can execute trades or adjust positions in real time.Predictable fees: Users know costs upfront, avoiding unexpected spikes during high activity.Congestion-free operation: Multiple protocols can run simultaneously without slowing the network.
$XPL powers every transaction and interaction, ensuring that network activity directly aligns with token utility, creating a sustainable ecosystem where usage drives real value.
Cross-Protocol Compatibility
A unique feature of Plasma is its ability to support interactions across multiple DeFi protocols without performance degradation. Users can move assets between protocols, swap tokens, or participate in lending markets without waiting for network confirmations. Developers benefit from predictable execution, enabling complex financial products to be deployed safely.
Plasma’s architecture ensures that transactions dependent on other protocols or data feeds execute seamlessly, creating an interconnected DeFi environment. By supporting cross-protocol interaction, Plasma reduces friction and increases adoption potential.
Security and Risk Mitigation
DeFi applications are vulnerable to risks like flash loan attacks, oracle manipulation, and network congestion. Plasma mitigates these risks through:
Execution-first processing: Reduces latency and prevents bottlenecks that attackers often exploit.Secure background settlement: Ensures that finality is reached without compromising execution speed.Verified oracle integration: Provides reliable external data for DeFi operations.
These mechanisms allow DeFi developers to focus on innovation rather than dealing with unpredictable network issues.
Developer Empowerment and Ecosystem Growth
Plasma empowers developers with tools to:
Monitor transactions in real timeOptimize gas usageDeploy multi-protocol applications confidentlyBuild sustainable, scalable financial products
XPL incentivizes both developers and users to participate actively, reinforcing a positive feedback loop: more usage strengthens network utility, which attracts more developers and users.
Long-Term Impact
By solving the fundamental challenges of DeFi infrastructure, Plasma positions itself as a backbone for next-generation financial applications. Its execution-first, congestion-free approach ensures that:
DeFi applications remain predictable and reliable under real-world loadToken utility aligns directly with network activityDevelopers and users gain confidence in long-term adoption
Plasma is not chasing hype cycles or benchmarks; it is building the infrastructure that DeFi needs to thrive sustainably. Every interaction on Plasma, powered by XPL, contributes to a network that grows stronger as it is used.
@Plasma #Plasma #plasma $XPL
As decentralized finance (DeFi) continues to expand, the pressure on blockchain networks grows exponentially. Many networks boast high throughput in theory, yet crumble under real-world usage. Delays, unpredictable fees, and failed transactions are common when multiple DeFi protocols interact simultaneously. Plasma tackles this problem head-on, combining an execution-first architecture with congestion-free settlements to provide a robust, reliable foundation for DeFi ecosystems. This approach ensures that financial applications function predictably, securely, and efficiently, even under extreme demand.
The Challenge of Real-World DeFi
Traditional blockchains often struggle to support multiple DeFi protocols at scale. Applications like decentralized lending, yield farming, liquidity pools, and derivatives trading require instantaneous execution and predictable transaction costs. On many networks, simultaneous heavy usage leads to congestion, elevated gas fees, and failed transactions. This not only frustrates users but also discourages developers from building or scaling applications.
DeFi’s promise of decentralized, transparent finance fails when networks cannot handle the complexity of multiple active protocols. Plasma recognizes that DeFi is only as reliable as the underlying infrastructure and designs its network to remove these bottlenecks.
Plasma’s Execution-First Advantage
Plasma’s execution-first design separates execution from settlement. Transactions are processed instantly at the execution layer, allowing applications to respond immediately. Settlement happens securely in the background, ensuring network integrity without slowing user-facing interactions.
This architecture provides multiple benefits:
Instant responsiveness: DeFi applications, like lending platforms or automated market makers, can execute trades or adjust positions in real time.Predictable fees: Users know costs upfront, avoiding unexpected spikes during high activity.Congestion-free operation: Multiple protocols can run simultaneously without slowing the network.
$XPL powers every transaction and interaction, ensuring that network activity directly aligns with token utility, creating a sustainable ecosystem where usage drives real value.
Cross-Protocol Compatibility
A unique feature of Plasma is its ability to support interactions across multiple DeFi protocols without performance degradation. Users can move assets between protocols, swap tokens, or participate in lending markets without waiting for network confirmations. Developers benefit from predictable execution, enabling complex financial products to be deployed safely.
Plasma’s architecture ensures that transactions dependent on other protocols or data feeds execute seamlessly, creating an interconnected DeFi environment. By supporting cross-protocol interaction, Plasma reduces friction and increases adoption potential.
Security and Risk Mitigation
DeFi applications are vulnerable to risks like flash loan attacks, oracle manipulation, and network congestion. Plasma mitigates these risks through:
Execution-first processing: Reduces latency and prevents bottlenecks that attackers often exploit.Secure background settlement: Ensures that finality is reached without compromising execution speed.Verified oracle integration: Provides reliable external data for DeFi operations.
These mechanisms allow DeFi developers to focus on innovation rather than dealing with unpredictable network issues.
Developer Empowerment and Ecosystem Growth
Plasma empowers developers with tools to:
Monitor transactions in real timeOptimize gas usageDeploy multi-protocol applications confidentlyBuild sustainable, scalable financial products
XPL incentivizes both developers and users to participate actively, reinforcing a positive feedback loop: more usage strengthens network utility, which attracts more developers and users.
Long-Term Impact
By solving the fundamental challenges of DeFi infrastructure, Plasma positions itself as a backbone for next-generation financial applications. Its execution-first, congestion-free approach ensures that:
DeFi applications remain predictable and reliable under real-world loadToken utility aligns directly with network activityDevelopers and users gain confidence in long-term adoption
Plasma is not chasing hype cycles or benchmarks; it is building the infrastructure that DeFi needs to thrive sustainably. Every interaction on Plasma, powered by XPL, contributes to a network that grows stronger as it is used.
@Plasma #Plasma #plasma $XPL
WAL today
🚨 U.S. WILL CRASH THE GLOBAL MARKET THIS WEEK!!
Markets are not prepared for what’s coming.
Trump just announced another government shutdown starting January 31.
This shutdown is different - it will crash the financial system.
If you hold any assets now, you MUST read this:
The risk isn’t obvious at first glance.
It builds quietly, then hits all at once.
Here’s where things start to break:
1⃣ The Data Blackout (VIX)
The Fed is fully data-dependent.
A shutdown turns the data off:
→ BLS
→ BEA
→ CPI
→ Jobs reports
No data = no transparency.
When models and algorithms lose their inputs, uncertainty spikes.
And when uncertainty spikes, volatility gets repriced higher.
The VIX isn’t pricing in a sudden loss of macro data.
2⃣ The Collateral Hit (Repo Markets)
U.S. Treasuries are the backbone of global collateral. But:
→ Fitch already downgraded the U.S.
→ Moody’s has warned political dysfunction is credit-negative
A downgrade during a shutdown would force higher repo haircuts immediately.
Higher margins = less liquidity.
That’s how funding stress starts.
3⃣ The Liquidity Freeze (RRP Drain)
When uncertainty rises, dealers pull back and hoard cash. We’ve seen this before:
→ Repo stress
→ Balance sheet tightening
→ Slower lending
But now it’s worse.
The Reverse Repo facility is basically drained - there’s no liquidity cushion left.
If dealers hesitate to lend against Treasuries because of political risk, short-term funding markets can lock up fast.
4⃣ The Growth Drag (GDP)
Each week of shutdown cuts about 0.2% from GDP.
In a strong economy, that’s manageable.
In 2026, growth is already slowing.
That could be the difference between a soft patch and a recession.
The real risk isn’t the shutdown alone.
It’s the combo:
→ Data disappears
→ Collateral gets questioned
→ Liquidity is already thin
All happening at once.
That’s how small political events turn into market problems.
Ignore it if you want, but don’t say you weren’t warned.
I’ve been calling major tops and bottoms for over a decade.
I warned you before, and I’ll warn you again in 2026.
If you’re not following yet, that’s on you.
Follow now or become exit liquidity.#WAL $WAL #walrus #Walrus @WalrusProtocol
Markets are not prepared for what’s coming.
Trump just announced another government shutdown starting January 31.
This shutdown is different - it will crash the financial system.
If you hold any assets now, you MUST read this:
The risk isn’t obvious at first glance.
It builds quietly, then hits all at once.
Here’s where things start to break:
1⃣ The Data Blackout (VIX)
The Fed is fully data-dependent.
A shutdown turns the data off:
→ BLS
→ BEA
→ CPI
→ Jobs reports
No data = no transparency.
When models and algorithms lose their inputs, uncertainty spikes.
And when uncertainty spikes, volatility gets repriced higher.
The VIX isn’t pricing in a sudden loss of macro data.
2⃣ The Collateral Hit (Repo Markets)
U.S. Treasuries are the backbone of global collateral. But:
→ Fitch already downgraded the U.S.
→ Moody’s has warned political dysfunction is credit-negative
A downgrade during a shutdown would force higher repo haircuts immediately.
Higher margins = less liquidity.
That’s how funding stress starts.
3⃣ The Liquidity Freeze (RRP Drain)
When uncertainty rises, dealers pull back and hoard cash. We’ve seen this before:
→ Repo stress
→ Balance sheet tightening
→ Slower lending
But now it’s worse.
The Reverse Repo facility is basically drained - there’s no liquidity cushion left.
If dealers hesitate to lend against Treasuries because of political risk, short-term funding markets can lock up fast.
4⃣ The Growth Drag (GDP)
Each week of shutdown cuts about 0.2% from GDP.
In a strong economy, that’s manageable.
In 2026, growth is already slowing.
That could be the difference between a soft patch and a recession.
The real risk isn’t the shutdown alone.
It’s the combo:
→ Data disappears
→ Collateral gets questioned
→ Liquidity is already thin
All happening at once.
That’s how small political events turn into market problems.
Ignore it if you want, but don’t say you weren’t warned.
I’ve been calling major tops and bottoms for over a decade.
I warned you before, and I’ll warn you again in 2026.
If you’re not following yet, that’s on you.
Follow now or become exit liquidity.#WAL $WAL #walrus #Walrus @WalrusProtocol
A további tartalmak felfedezéséhez jelentkezz be