TANHA CRYPTO

🚨UNREALIZED LOSSES HIT 19% OF BITCOIN MARKET CAP AT $67,000

Glassnode data shows the current BTC drawdown mirrors the brutal May 2022 pain structure, a level of stress historically seen near major capitulation phases.
$BTC

If Bitcoin drops below $60,000.

Things get very interesting.
$BTC

Bank of America's Michael Widmer still forecasting silver to potentially hit $309 in 2026.
$XAG

🚨🚨 NEW BULL CASE JUST DROPPED 🚨🚨
Analysts are now projecting GOLD NEAR $6,500/OZ IN 2026 as geopolitical instability forces a major reassessment of the metal’s trajectory 📈🌍 �
Let that sink in…
We’re talking about a shift from a base case to a full-blown BULL CASE driven by:
🔥 Global geopolitical flashpoints
🔥 Monetary instability
🔥 Currency debasement
🔥 Structural uncertainty in financial markets
🔥 Ongoing central bank demand
All of which are forcing institutional desks to rethink where gold is actually headed next. �

Meanwhile…
Spot gold is already hovering around the $5,000 level today according to live Kitco pricing 🟡 �

And now analysts are openly discussing a move toward:
💥 $6,000
💥 $6,500
💥 and beyond…
But here’s where it gets interesting 👇
Silver’s market balance is reportedly beginning to loosen after recent speculative excess — a sign that volatility may increase even as the broader precious metals bull market strengthens. �

Translation?
⚠️ Expect turbulence
📉 Expect shakeouts
📈 Expect violent upside moves
Because this is what a real monetary repricing cycle looks like.🏗️🌊
If gold reprices toward $6,500:
➡️ Every recovered ounce becomes exponentially more valuable
➡️ Project IRRs shift dramatically
➡️ Investor appetite for physical supply skyrockets
➡️ Mining margins expand FAST
The King of Assets is moving. 👑
The system is straining.
And the bull case just got louder.
#GOLD #Silver #PreciousMetals #SoundMoney #Inflation #Commodities#Mining
$XAU

$XAG

#GOLD remains near the $5,000 level, which we previously identified as a target zone when gold was around $3,000.

This move aligned with the strategic levels previously shared with premium members, and we continue to monitor the structure into 2026.
$XAU

$SILVER update:

That cute little 4H rising channel broke and price is still pinned under the big downtrend line... That’s not “blast-off”, that’s an initial warning in my book..

Until we reclaim and hold above those recent highs, I’m treating this as distribution, not escape velocity...$XAG

🚨 Gold's 30-day volatility is at the highest level since 2008$XAU

Nothing’s “wrong.”

Bitcoin is just being Bitcoin — volatile.

Liquidations, big sellers, panic… then it stabilizes.

Zoom out. This is normal.
$XAU
$XAG
$BTC

Central banks around the world are buying more gold.

During the 2008 financial crisis, also known as the Global Financial Crisis, many countries saw how risky it was to depend too much on the U.S. financial system.

Before that crisis, central banks had been selling gold for nearly 20 years. But after the crisis, they changed direction. Instead of selling, they started buying gold — and in recent years, they have been buying it at record levels.

Most of this buying has been led by non-Western countries.

Then, after Russia’s assets were frozen and it was removed from the SWIFT payment system, gold purchases increased even more — nearly doubling. This made many countries realize that holding assets like U.S. Treasuries could carry political risk.

Now, we may be seeing gold becoming important again in the global monetary system. The world appears to be splitting into two financial directions:
• Many Western countries are continuing to rely mainly on the U.S. dollar-based system.
• Some Eastern countries are slowly shifting toward a system where gold plays a bigger role.

Because of this shift, gold is once again being viewed as a key reserve asset — a form of protection and financial independence for central banks.$XAU

Hey @grok, where is crypto on this picture right now?$BTC

Get ready for the final $BTC dump to $50,000.

This chart has never been wrong before, and Bitcoin will bottom out in 12 days.

Ignore it if you want, but don’t act like I didn’t warn you.

🚨 Bitcoin buying opportunity may start in about 10 days!

If this “double top” pattern plays out the way it usually does, we could see one last big drop in Bitcoin price — possibly down to around $45,000 in March.

That would likely be the final shakeout before the next move higher.

So instead of panicking, this could be a time to prepare. If the price falls hard, it may offer a strong accumulation zone for long-term investors.$BTC

Over past 12 years, $BTC has followed a nearly identical cycle pattern:

2013
• 9-month cycle
• Bear trap in month 5

2017
• 9-month cycle
• Bear trap in month 6

2021
• 9-month cycle
• Bear trap in month 6

2026
We’re now in month 6 - historically, the next three months have been most explosive for $BTC

Insider buys from the last few days, at least the ones worth paying attention to.

Selling dominates the filings every week, so I had to dig for a while to find these.

Anyway, here you go.

More drops tomorrow. Don’t miss it.
$BTC

🚨 THIS IS NOT NORMAL

$18.5 billion in overnight repos this week.

The Fed just made one of its biggest short-term liquidity moves since the pandemic.

And barely anyone noticed.

4th largest injection since COVID.

Bigger than anything during the dot com bubble.

Repo volumes were basically zero from 2021–2024. Then this spike out of nowhere.

QT ended in december. Balance sheet went from $9T to $6.5T. The reverse repo cushion? Drained to zero.

NO BUFFER LEFT.

FOMC minutes dropped yesterday, and the committee is completely split.

Some want cuts, some want holds. A few are floating rate hikes.

Miran said yesterday the Fed might be underestimating how tight policy already is.

They quietly removed all aggregate limits on the standing repo facility back in december. Built the infrastructure for exactly this.

One-off pressure release or the start of a pattern?

Something is definitely breaking.

I’ll keep tracking this and keep you updated as always.

Btw, I’ve publicly called every market top and bottom over the last 10 years, and when I make a new move, I’ll share it here.

If you still haven’t followed me, you’ll regret it.
$XAU
$BTC

Ignore all other $BTC analysis.

The only thing that’s needed is the Power Law Bottom.

Bitcoin hasn’t broken this support line in 17 years.

Not 2014, Not 2018, Not Covid, Not FTX.

Either it’s going to break for the first time in history, or 50k is the generational bottom.

Position yourself accordingly
$BTC

Gold and gold mining stocks are now very small compared to all global assets.

In the past, from 1921 to 1981, gold and gold miners made up about 24% of total global assets on average.
But in 2025, their share has dropped sharply to only around 4%.

This means gold is far less owned today than it used to be.

For gold and gold miners to simply return to their old historical level, they would need to grow and perform about six times better than other global assets.

Because of this, the current gold bull market does not look crowded or overhyped.
It does not look like the final stage of a rally.

Instead, these numbers suggest the gold cycle may still be early, with much more room to grow.

In simple terms:
This move in gold may be the beginning, not the end.$XAU

🚨 Something unusual just happened in Japan

For the first time since 2005, the Japanese yen and the Topix stock index are moving up together.

This is important because Japan usually works like this:
• Yen down → stocks go up
• Yen up → stocks go down

Now that pattern has broken.

In the last 12 months:
• Yen rose about 1% vs the U.S. dollar
• Japanese stocks jumped about 38%

Both rising at the same time is rare and often signals a major long-term shift, not just a normal trade.

In the past, this happened before big bull markets in several countries.
When the currency and stocks rise together, it means global money is flowing into that market.

I’ve worked in finance for over 15 years.
If I ever fully leave the markets, I’ll say it publicly.
$XAU

The purple line shows how much gold China has been buying.

When the purple line goes up, it means China is increasing its gold purchases. When it goes down, it means China is buying less gold.

The red line shows how many U.S. government bonds (U.S. Treasury securities) China owns.

If the red line goes down, it means China is selling U.S. Treasuries or holding fewer of them. If it goes up, it means China is buying more or keeping more of them.

In simple terms:
• Purple line = China buying gold
• Red line = China holding U.S. government debt

So if you see the purple line rising while the red line is falling, it means China is buying more gold and reducing its U.S. bond holdings.
$XAU

🚨 THIS IS NOT NORMAL

In the last few hours, metals gained over $1.2 trillion in value.
• Silver: +6.57%
• Gold: +2.52%
• Platinum: +4.63%

At the same time, stocks and crypto are falling fast.

Most people panic and think:
• Risk assets are crashing
• Crypto is dead
• The system is ending

But that’s not true.

This isn’t random selling.
Money is simply moving from risky assets to safer ones.

When trust in the system drops, money flows to assets that need less trust.

That’s why:
• Stocks fall first
• Bitcoin falls from low liquidity
• Gold and silver rise as safe places

This is a normal risk-off phase:
→ Funds cut risk
→ Leverage is reduced
→ Volatile assets are sold first

Bitcoin isn’t broken.
It’s just being sold temporarily for cash.

Every big crisis follows the same pattern:
1️⃣ Risk assets drop
2️⃣ Safe havens rise
3️⃣ Liquidity returns
4️⃣ Markets rotate again

So this is not the end.
It’s usually the reset before the next move.

Don’t follow headlines.
Watch where money is flowing.$XAU
$BTC