Here’s the bigger picture: global M2 money supply has reached a record $137 trillion.

Japan is preparing $110B+ in stimulus, and $2,000 tariff “dividends” are on the way.

This entire downturn is more of a “growing pain” than a collapse for crypto.

Jump to the first post to read the full thread from the start.

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BREAKING: Japan’s 20-year Government Bond yield has jumped to 2.75%, the highest level ever recorded, as the government moves forward with a $110 billion stimulus package.

This chart is absolutely wild.

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BREAKING: Bitcoin has dropped below $93,000 for the first time since April 28th.

The isolated crypto selloff has now wiped out -$1.2 TRILLION in market cap over the past 5 weeks.

Liquidations continue to climb.

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BREAKING: Crypto liquidations have surpassed -$800 million over the past 24 hours as total crypto market cap losses approach -30% since October 6th.

Once again, this comes down to leverage and liquidations.

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BREAKING: Ether, $ETH, has fallen below $3,000 for the first time since July 2025.

ETH is now down nearly -40% since October 6th.

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Crypto liquidations continue:

Another $1 billion in levered crypto positions has been liquidated in the past 24 hours.

This pushes total liquidations to -$4.5 billion over the last 7 days.

Notably, liquidations jumped by $300 million in just the last 4 hours.

It almost looks like a major player was liquidated today, triggering Bitcoin’s drop into $91,000 at 3:00 PM ET.

Wild times for crypto, to say the least.

🛫@MarketMatrixAI

BREAKING: The Dow drops nearly -700 points as the decline in US equities accelerates.

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US executives and US consumers are looking at inflation from completely opposite angles:

Mentions of “inflation” on S&P 500 earnings calls fell to 4,300 this quarter, the lowest level since Q4 2020.

Over the last three years, mentions have dropped by -32,700, or -88%.

For comparison, in the first quarter of this year, there were 11,700 mentions.

This stands in stark contrast to consumer expectations, which see inflation rising 4.7% over the next 12 months.

Households expect a 3.2% increase in inflation over the next year, according to the New York Fed survey.

Corporate America has largely moved past inflation, while Main Street is still worried.

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BREAKING: The odds of “no rate cut” at the Fed’s December 2025 meeting have jumped to 53%, according to Polymarket.

This means the probability of no change in Fed policy is now higher than the odds of a 25 bps rate cut for the first time.

Markets are worried about inflation.

🛫@MarketMatrixAI

Silver still appears relatively cheap despite its historic rally:

The gold-to-silver ratio is now above 80 on an annual basis, near its highest level since the 1980s.

According to Crescat Capital, this is roughly 2.58 standard deviations above its long-term historical mean.

This ratio has remained above that threshold for about 5 years since 2020.

For comparison, during the 1930s and the 1980s, it stayed elevated for 3 years and 2 years, respectively.

In simple terms, silver is still historically cheap relative to gold.

History suggests silver may eventually catch up to gold.

🛫@MarketMatrixAI

BREAKING: Japan’s economy contracted -1.8% in Q3 2025 on an annualized basis, its first decline in six quarters.

This represents a sharp reversal from the +2.3% expansion in the previous quarter.

The downturn was driven by private residential investment and exports, affected by new construction regulations and ongoing US tariffs.

Housing investment dropped -9.4%, the steepest decline since the -9.8% slump in Q2 2009.

Japan’s economy is losing momentum.

🛫@MarketMatrixAI

Current situation:

1. The US is preparing $2,000 stimulus checks.
2. Japan is preparing a $110 billion stimulus package.
3. China has approved a $1.4 trillion stimulus package.
4. The Fed is officially ending QT on December 1st.
5. The US is issuing ~ $1.9 trillion in treasuries per year.
6. Canada is restarting its Quantitative Easing program.
7. Global M2 money supply is at a record $137 trillion.
8. Global rate cuts total 320+ over the last 24 months.

In what world is another wave of inflation not on its way?

🛫@MarketMatrixAI

BREAKING: President Trump says $2,000 tariff stimulus checks will be distributed by the “middle of 2026.”

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It's safe to say that crypto just experienced its "2025 bear market."

Since October 6th, in 42 days, crypto has erased -$1.2 trillion in market cap, or -28% of its entire value.

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Small caps are being left behind:

Right now, only 25% of the S&P 500’s industry groups are trading above their 10-week moving average, the lowest level since the April sell-off.

That means just 6 of the 25 sub-industries are still above that threshold.

This share has fallen by roughly 60 points over the past few weeks.

As a result, about 44% of S&P 500 stocks are trading above their 50-day moving average, one of the lowest readings since April.

Market participation is deteriorating.

🛫@MarketMatrixAI

🚫 The internet worldwide went down due to a major outage at Cloudflare — a company that provides a significant part of the global internet infrastructure (CDN, DNS, traffic protection and routing).

Social networks, online games, and various services are massively unavailable — from Twitter and Spotify to OpenAI and AWS.

I guess crypto went down so much it took the internet down too 🤣

🛫@MarketMatrixAI