The headlines won’t tell you what really happened. But smart money has already made their move. BTC’s drop is no accident, it’s a setup. Let me walk you through the mechanics.👇🧵

The timing wasn’t random. Trump announced new tariffs on 66+ countries. Every tariff threat added pressure. But instead of a sell-the-news dump, we got slow, controlled bleeding. That’s institutional selling into strength.

Retail traders kept buying dips, thinking the risk was fading. But smart money was already out. This is how exits are done — not with crashes, but with exhaustion.

On top of that, geopolitical tension spiked. US moved nuclear subs closer to Russia. Everyone felt the fear, but nobody panicked. This wasn’t WW3, it was engineered FUD to drain sentiment.

Then came the labor data surprise. NFP revisions were 10x higher than expected. Translation: The Fed isn’t cutting rates any time soon. Credit remains tight, demand keeps falling. Liquidity is pulling back.

ETFs started showing outflows after months of inflows. That’s a key signal. When investors move from assets to cash, momentum dies. This shift in flow is what kills rallies before they even start.

But here’s what matters. Today, a wallet linked to Shraplink bought $36 million in ETH. That’s not retail. That’s big players accumulating during fear. They don’t wait for confidence to return. They buy when others hesitate.

My levels are simple. BTC at $50K is where real buyers step in. ETH around $1,400 is a solid accumulation zone. This is where I’ll be scaling in.

If the Fed pivots later this year, we’ll see capital flow back fast. That’s when altseason returns. But it’s the disciplined who’ll be ready, not the ones chasing late.

Every FUD-driven dip in 2025 has been followed by strong reversals. The pattern repeats: fear, flush, bounce. Markets aren’t random. They’re structured cycles.

Final thoughts: This isn’t a crash. It’s a liquidity setup. If you’re holding illiquid bags, you should be planning exits. For now, I’m only focusing on BTC and ETH. The rest can wait.

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