The bottom is likely in

Germany was right.

Crazy - day after day.

$BTC (4h) - Key support $65.7k (50% retracement). Look for a reaction… If buyers step in - then (most likely) $60k was the “macro” low for now.

What is this price action / volume in ETH that just appeared?

First exit polls suggests landslide victory for Takaichi -> Supportive for monetary / fiscal expansion, and increasing the possibility of larger tax cuts -> Weaker JPY -> Should have a positive outcome for risk / BTC.

$USDT+ $USDC Rejected on horizontal support, trend line, and the 61.8% fib level. If the M candle closes below 50% fib (10.77%) then there is a strong case that stables have topped and we come down from here (which logically means the inverse for crypto prices).

BTC is stealing the show. It carries ALTs with a poor positive correlation the upside, and hammers it down when it stops. Classic long BTC / short ALT in the market.

ALTs funding rates are going negative (fast) during a Sunday session... This either indicates a major correction to the downside is due at the open, or shorts that are piling in will be squeezed during the Asia session... Usually this is a bad sign - let's see...

Bearish weekly close for BTC, and geopolitcal confusion, forced BTC lower, but it seems to be recovering well here (in line w/ EQ). In my previous post, I did fear this to happen. I remain fairly bullish risk as tariff news is net positive and Iran/US will prob de-escalate.

If Jane Street were responsible and attacked the USDt (causing the collapse of Luna), would it then be safe to assume they (potentially) were involved in the USDe depeg that caused the 10/10 crash?

I still believe recent Tariff developments are net positive and that US/Iran will deescalate. This is net-positive for risk (Equities, Crypto, etc.). The Jane Street "news" obviously adds fuel to the fire. Base case is $80k BTC in the coming weeks.

$SEI. Long time - no speak. Ugly chart. Trading well below its 10/10 wick. Been hugging the trendline & the 20d MA on its way down. However, if BTC turns around, I think SEI could break out and bounce to the 0.15-0.20 range. Downside? No clue. Could easily drop another 25%.

Escalation followed by de-escalation (Trump’s playbook) and stock markets to new ATH. Fair?

*UAE TELLS DUBAI RESIDENTS TO SEEK IMMEDIATE SHELTER

$SEI: something is going on here… Binance (perps) seem to be TWAP selling into low liquid weekends - see yellow boxes - it has happened 3 times over the last month… nobody or nothing seem to support the price… ? Makes no sense… ideas?