Understand this:
- binance and all centralized exchanges want a bear market. They make a lot of money in bear markets as people buy dips to death, and they get to liquidate every long in their order book. This is also where they accumulate their holdings and create dominance.
- MicroStrategy, BlackRock, and the Strategic Reserve and Treasury companies and sovereign nations don't want a bear market. Their value proposition is Store of Value.
This is what is going on right now.
The cycle has changed. The participants have changed. The US
CMEGroup, NasdaqExchange, regulated by the CFTC, will push back on binance, Bybit_Official, okx, and all unregulated leverage platforms from creating the bear markets we have seen in the past. The creation of artificial volatility by unlicensed offshore market makers will be regulated out of mainstream crypto.
This means the bear markets will shrink in spread. The super cycle begins because the participants have changed.
Over the next year we will share this experience together. I will report on all pertinent regulation, events, alpha, and significant geo political news as we navigate this new dynamic.
- binance and all centralized exchanges want a bear market. They make a lot of money in bear markets as people buy dips to death, and they get to liquidate every long in their order book. This is also where they accumulate their holdings and create dominance.
- MicroStrategy, BlackRock, and the Strategic Reserve and Treasury companies and sovereign nations don't want a bear market. Their value proposition is Store of Value.
This is what is going on right now.
The cycle has changed. The participants have changed. The US
CMEGroup, NasdaqExchange, regulated by the CFTC, will push back on binance, Bybit_Official, okx, and all unregulated leverage platforms from creating the bear markets we have seen in the past. The creation of artificial volatility by unlicensed offshore market makers will be regulated out of mainstream crypto.
This means the bear markets will shrink in spread. The super cycle begins because the participants have changed.
Over the next year we will share this experience together. I will report on all pertinent regulation, events, alpha, and significant geo political news as we navigate this new dynamic.
2 days ago
