JezzaBTC

🚨BREAKING: $BTC JUST CLOSED ABOVE THE 50-WEEK MA. Bitcoin is trading around $81,500 after reclaiming the 50-week MA near $78,200. At the end of previous bear markets, reclaiming this level marked the beginning of a major trend reversal. This could be the first sign the new bull phase is starting. Now we need multiple weekly closes above the 50W MA and a clean reclaim of $84,000 resistance to confirm further expansion.

🚨 ALTCOIN LEVERAGE IS FLASHING A MAJOR WARNING. Altcoin open interest has climbed to its highest level since December 2024. It's now even higher than before the October 10 flush. Leverage is getting crowded again. We all know what happened the last two times...

🇺🇸🇮🇷 U.S. TREASURY SECRETARY SCOTT BESSENT JUST DROPPED A MASSIVE MACRO UPDATE. The Treasury plans to make buybacks routine, with operations potentially exceeding $4 BILLION, while Bessent also signalled a bigger push to reduce the U.S. deficit. At the same time, core inflation is coming down, while Bessent says maximum economic pressure on Iran is unlikely to lead to renewed hostilities. Treasury buybacks. Cooling core inflation. Lower geopolitical escalation risk. Three major developments markets wanted to hear.

🇺🇸 TODAY’S WHITE HOUSE CRYPTO SUMMIT WAS HUGE. Trump brought regulators, Wall Street and crypto leaders together in one room. Here’s what came out of it: • Trump pushed Congress to pass a “fair” version of the CLARITY Act. • The administration doubled down on making the U.S. the global leader in Bitcoin and crypto. • The CFTC is working on bringing Hyperliquid into the U.S. legally and compliantly. • Trump again called for lower interest rates. • Regulators are moving ahead with new frameworks designed to make it easier for crypto companies to operate in America. One correction: I couldn’t verify the claim that the U.S. is considering buying “sizable” amounts of Bitcoin/crypto, so I’d leave that out rather than risk posting misinformation. The bigger picture is clear: The White House isn’t talking about whether crypto has a future in America anymore. They’re talking about how to build that future in America. This could end up being one of the most important weeks for U.S. crypto regulation yet.

🇺🇸 TODAY: FOMC decision, then Warsh's press conference at 2:30 PM ET. Six meetings since the top. Six times Bitcoin bled after. Does today make it seven?

THE MARKET JUST PASSED A MAJOR STRESS TEST. Strategy sold 3,588 Bitcoin. The news hit the market and Bitcoin immediately dropped around 2.5%. More than $150 million in leveraged long positions were liquidated as traders rushed for the exits. The headlines turned bearish. The panic spread fast. Then something changed. Buyers stepped in and absorbed the entire selloff. Bitcoin recovered every loss and rallied more than 4% from the lows, adding roughly $2,600 in just a few hours. Think about what that means. The market had every reason to keep falling. Instead, it erased the move completely. Strong markets don't ignore bad news. They absorb it. That's exactly what Bitcoin just did.

📉 THE JUNE SWOON IS PLAYING OUT ALMOST TO THE DAY. Since 1950 the S&P does the same thing nearly every June. Strength into the 17th. Then a sharp slide that bottoms around the 26th. That is 75 years of the same shape. Right now we are sitting in the deepest part of it. Here is the part most people miss. We are nearly through the worst of it. The seasonal low tends to land around the 26th. Then the market usually turns back up to close the month. The weakness is real. So is the bounce that follows.

BITCOIN JUST BROKE BELOW $60,000!

THIS SETUP LOOKS PERFECT! Oil is falling fast. The stock market is setting new ATHs. And Bitcoin is starting to follow. The next few weeks will decide everything. If there ever was a time to lock in, now is the time.

Trump just said "The world is a casino" when asked about insider trading on prediction markets Let that sink in. Trump admin insiders are front-running every policy move. Billions extracted from the markets. The President doesn't seem to care.

The majority of liquidity sits on top. $BTC will likely squeeze higher here!

🚨 SELL IN MAY & GO AWAY The summer is usually rough in crypto, especially during midterm years. -19% in 2018 -16% in 2022 I doubt this time will be different.

Oil drops. $BTC pumps. Keep a strong eye on this pair. More important than ever.

BREAKING: 🇺🇸🇮🇷 US Hormuz blockade is now live.

The 🇯🇵 Bank of Japan is about to do a rate hike on Friday the 19th, creating massive fear surrounding the Yen carry trade. Bitcoin dumped hard the last time they hiked rates: But why is this exactly? Let’s break it down 👇 What is the Yen Carry Trade? For decades, the Yen has been the #1 currency people would borrow & convert into other currencies & assets, to arbitrage the low cost of borrowing Yen: That carry trade is diminishing now, as Japanese bond yields are rising rapidly, and the 🇯🇵 BOJ will raise interest rates by another 25 bps on the 19th. So why should we care? Trillions are sitting in risk assets & bonds because of this carry trade. What happens if the trade unwinds? If Japanese 🇯🇵 rates go too high, more and more of this borrowed money needs to be paid back, as the arbitrage shrinks. The borrowers would start selling off assets to repay the debt, and once they start doing this, a massive snowball-effect would kick in. Sellers create more sellers... But what happens to Bitcoin? Bitcoin is extremely liquidity & macro-sensitive. The last 3 times the 🇯🇵 BOJ hiked rates, Bitcoin price did the following: March 2024 - down -23% July 2024 - down -27% January 2025 - down -32% I doubt this time will be different...

The last 2 time when we had a pump into the FOMC, we dumped immediately after. Will this time be different?

Bitcoin has already topped out this cycle. Here’s 18 reasons why: A thread 🧵

BREAKING: 🇷🇺 RUSSIAN MILITARY BOMBERS DETECTED IN ALASKA. THE 🇺🇸 US JUST DEPLOYED FIGHTER JETS TO INTERCEPT THE BOMBERS. MARKETS ARE DUMPING…