Bitcoin
What we’re witnessing now is the beginning of a full-blown liquidity crisis
Tim Talks Finance
Crypto didn’t just “dip.” It didn’t just correct. — the kind that wipes out leveraged traders, breaks market structure, and triggers cascading liquidations across the entire ecosystem.
A trillion dollars in value doesn’t “vanish” without a reason.
Today, I break down the real causes, based on macro pressure, derivatives data, ETF flows, and on-chain sentiment.
In this video you’ll learn:
✔ Why $1.27B in longs were liquidated in a single day
✔ The hidden leverage towers propping up the market
✔ How liquidity is evaporating even as market cap stays high
✔ Why whales and funds are triggering cascading sell-offs
✔ The perfect storm: macro, regulation, derivatives, fear
✔ Why ETF flows are now the biggest driver of volatility
✔ Why this crash is fundamentally different from 2018 and 2022
✔ The dominoes to watch next: BTC levels, stablecoins, DeFi markets
✔ How institutional rebalancing is now dictating crypto’s fate
This is the most important video I’ve released all year if you hold ANY crypto.
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QUESTION:
Do you believe the worst is over — or are we just getting started?
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The FED Just Triggered the Biggest Bank Run in History
Timestamps:
00:00 Intro
00:22 What’s At Risk for Investors
00:46 5 Specific Moves to Protect and Profit
01:58 Inflation and Rate Hikes (2022)
02:37 Rate Cuts Begin (September 2024 to October 2025)
03:09 The Damage Was Already Done
04:25 Pandemic Shopping Spree ($9 Trillion Balance Sheet)
05:05 $2 Trillion Drained from the System
05:36 Connecting the Dots to Bank Collapse
06:13 Problems Still At Play (Band-Aid Solution)
07:10 The Story of Silicon Valley Bank (SVB)
08:16 $15 Billion in Unrealized Losses
09:16 89% of SVB’s Deposits Were Uninsured
09:45 Signature Bank Collapses (Systemic Risk Exception)
10:35 JP Morgan Swoops In
11:08 The Problem Hasn’t Changed (It’s 2025 Now)
11:19 Problem 1: $400 Billion in Unrealized Losses
11:32 Problem 2: Commercial Real Estate (CRE) Exposure
12:48 Divergence: Big Banks vs. Regional Banks
13:09 FDIC’s Secret Problem Bank List (66 Banks)
13:52 Action Steps: How to Protect and Profit
13:59 Action 1: Protect Your Cash ($250k FDIC Limit)
14:32 Using Ownership Categories to Maximize Coverage
14:52 Action 2: Move Money to Safe Havens
15:00 Safe Haven 1: U.S. Treasury Bonds
15:15 Safe Haven 2: Money Market Funds (VMFXX Example)
15:39 Safe Haven 3: Gold (The 5,000-Year-Old Safe Haven)
16:04 Easiest Way to Buy Gold (ETFs like GLD/IAU)
16:42 Action 3: Be Selective About Bank Stocks
17:00 Systematically Buy Too-Big-To-Fail Banks (JPMorgan, Citigroup)
17:48 Stable Regional Banks to Consider (USB, TFC, HBAN)
18:37 Five Actions to Take This Week
20:14 Why You Must Prepare Now (Too Late During a Crash)
20:40 Outro
Felix & Friends (Goat Academy)
Die Bitcoin Lüge
Angesichts des Preises eines bitcoins, der 2017 neue Höchststände erreicht hat, könnte ein bullisches Szenario für Investoren so offensichtlich erscheinen, dass man es nicht grundlegend in Frage stellen müsste. Andererseits mag es dümmlich erscheinen, in einen digitalen Vermögenswert zu investieren, der weder durch einen physischen Gegenstand oder eine Regierung gedeckt wird und dessen Preisanstieg einige dazu veranlasst hat, ihn mit der Tulpenmanie oder der Dotcom-Blase zu vergleichen. Keines von beidem ist wahr. Das bullische Argument für Bitcoin ist überzeugend, aber keineswegs offensichtlich. Ein Investment in Bitcoin birgt erhebliche Risiken aber auch enorme Chancen.
