"IT'S OVER! This HUGE News Just SHATTERED All Expectations for 2026" - Michael Saylor & Raoul Pal

Описание: The crypto market just suffered a brutal liquidity-driven unwind. Bitcoin, Ethereum, and major altcoins collapsed in a cascading liquidation event that erased over $500 billion in market value in days. This wasn’t a rotation — it was forced selling.

In this video, we break down what really caused the crash, why institutional positioning around Michael Saylor and Strategy matters here, and how Ben Cowen’s macro framework explains the deeper risk-off regime forming beneath the surface. We also connect the dots to Raoul Pal’s liquidity warning, the Treasury General Account, and why government shutdown dynamics are quietly draining markets.

0:00 – Crypto Market Capitulation

0:37 – $500 Billion Erased in 72 Hours

1:11 – Weekly Losses Reveal Broad Risk-Off Shift

1:55 – Why Rising Volume Signals Panic

2:36 – Michael Saylor & Strategy Near Break-Even

3:18 – Strategy’s $55B Bitcoin Position

3:48 – Michael Saylor Epstein Files Mention Explained

5:04 – Ben Cowen: Why Falling Metals Trigger Risk Asset Selloffs, Not Crypto Rotation

6:05 – S&P 500 vs Gold Breakdown: Lessons From 1973 and 2008 (Ben Cowen Analysis)

7:31 – Ben Cowen on “Apathy Tops”: Why Bitcoin Drawdowns Become Slow and Grinding

9:00 – Bitcoin vs Silver: Why Silver Has Outperformed Bitcoin This Year

10:25 – Bitcoin’s Historical Bear Market Pattern: 50, 100 & 200-Day Moving Averages

11:23 – Ben Cowen Warns: Why Timing Counter-Trend Rallies Destroys Capital

13:44 – Raoul Pal on Liquidity: Government Shutdowns, TGA & Market Stress

15:14 – When Liquidity Returns: Why the TGA Is Key to a Real Crypto Market Bottom

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Sources:
https://x.com/BullTheoryio/status/201... https://x.com/BullTheoryio/status/201...
https://x.com/BullTheoryio/status/201...    • Bitcoin: Damage Report   https://x.com/AutismCapital/status/20... https://x.com/RaoulGMI/status/2017752...

Benjamin Cowen
Bitcoin: Damage Report
   • Bitcoin: Damage Report  

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