WHY IS THE MARKET DUMPING?

Bitcoin has just fallen below $66,000 while altcoins are bleeding.

1. There is no ceasefire 🔥🔥🚀

- The U.S. continues to attack Iran

- Iran continues to detain ships

- Uncertainty is only increasing

And when that happens, risk assets suffer.

2. Bond market crisis

- Japanese bond yields are reaching new highs

- U.S. long-term bond yields are skyrocketing

- The MOVE Index is rising

This is due to rising inflation expectations due to the energy crisis, and markets hate this.

3. Aggressive Fed 🤔🤔🤔

- The market now does not expect rate cuts in 2026

- The odds of a rate hike in 2026 have increased to 48.6%

- This means that the market now expects a more aggressive Fed

An aggressive Fed is bad for risk assets, as it drains liquidity from the market.

My thoughts

- I am paying attention to Trump's language here

- Yesterday he said that the stock market hasn't dropped much.

- This means he is not very worried about the stock market.

- Once his tone changes to undervalued market or BEST TIME TO BUY, a reversal could occur $BTC $ETH 🧐🧐🧐🔥.#TrumpSeeksQuickEndToIranWar #OilPricesDrop