The Wolf Of All Streets Bitcoin CRASHES To $85K As Global Recession Fears Set In! What's Next?
Dec 1, 2025
A sudden flash crash in Bitcoin has stirred global markets, with tightening liquidity and warnings from Japan's bond market. Gold is on the rise, at six-week highs, while discussions point to the growing influence of BlackRock’s Bitcoin ETF. The panel delves into the implications of the Fed’s policy shifts and how the yen carry trade is impacting crypto. With Bitcoin liquidations escalating, experts warn of potential manipulative behavior in the market. Long-term holders are advised to reduce leverage and keep an eye on hash rate fundamentals for strategic buying.
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Japan Bond Move Signals End Of Free Money
- Japan's 10-year yield rising from negative territory signals the end of structurally free global capital and forces a global risk repricing.
- Bitcoin, trading 24/7, acted as a leading indicator where leveraged positions were quickly repriced during this shift.
QT End ≠ Instant Firehose
- Markets misread the end of Fed QT as immediate 'firehose' liquidity, but James warns liquidity coming won't be QE-style and timing matters.
- The era of Fed tightening is over, yet markets must still wait to see how much and when liquidity arrives.
Bitcoin Loses Momentum Versus Gold
- Bitcoin's price sits below its 50-week moving average and lacks the usual momentum, while gold is strengthening versus its trend.
- The Bitcoin-to-gold ratio has broken down, implying capital may be rotating toward gold.