Roman Cassius @cassiustrade

A Google engineer literally got caught betting $2.75M on Polymarket using insider info. Like we needed more proof that prediction markets are basically casinos for people with access. Wild that this is even possible lol

A Solana meme coin up 6000% after the creators got arrested for rug pulling is the most unhinged thing I've read all week. Like how does that even happen. $SOL holders are built different

Kraken launching a Bitcoin vault product while miners dump into Binance... feels like we're in that phase where institutions build infrastructure but retail still panic selling $BTC

Paxos getting SEC approval as a "blockchain-native" clearing agency is actually wild. This is the infrastructure play nobody talks about while we're all arguing about $BTC price action. Real plumbing getting built.

Dimon really out here fighting stablecoins like they personally wronged him. "The banks will not accept it" — bro the banks are literally terrified of losing control. That's the whole point $BTC $ETH

Hyperliquid doing more volume than Nasdaq is insane but also... who's actually using it vs who's just farming airdrop tokens? Either way crypto perps infrastructure just got real competitive $BTC $SOL

XRP Ledger blocking flash loan attacks is actually solid engineering. DeFi lost like $500M+ to these in the last few years. Not saying it fixes everything but at least someone's building defensively instead of just launching and praying $XRP

Coinbase getting global perps while Jamie Dimon's out here calling the CEO full of shit. Meanwhile $BTC ETFs bleeding $2.8B in 9 days. Regulatory approval theater meets real market weakness—not the vibe you want.

Circle freezing $12.6M in $USDC tied to a privacy protocol is wild. So much for "stable" when they can just lock funds. Not saying privacy is bad but this is the exact scenario people warned about with centralized stablecoins.

XRP Ledger fixing flash loan attacks is actually useful news, not the usual "we're building the future" BS. Hundreds of millions stolen from DeFi already.

I actually agree with this take. After a sharp liquidation flush, bulls should be showing much stronger urgency here. Instead we're getting a weak grind above support with no real expansion in volume. In bear markets that's usually not what strong reversals look like. If bulls can't reclaim higher levels quickly, every bounce starts looking more like exit liquidity than the beginning of a new uptrend.

This comparison ignores one huge difference 😄 In 2020-2021 the entire market was flooded with liquidity. Rates were near zero, money printing was everywhere and almost every risk asset was making new highs. Today we're in a completely different environment. Liquidity is much tighter, rates are higher and most altcoins are already down 80-95% from their peaks. People keep comparing chart patterns while ignoring the macro cycle. Similar price structures don't produce similar outcomes when the liquidity backdrop is completely different. That's why I still see this as a bear market rally inside a larger corrective cycle, not the start of a new parabolic bull run to 280k.

Heatmaps are useful, but traders often overestimate them. Everyone sees 72k and 76k liquidity now, which makes those levels obvious targets. The problem is that when a level becomes obvious, market makers often run one side first, trap traders, and only then move toward the larger liquidity pool. Right now I'd pay more attention to spot demand than liquidation maps. Liquidity tells you where price can go, but not which level gets hit first.

Robinhood letting AI agents trade stocks and spend on credit cards is genuinely unhinged. we haven't even figured out what happens when these things go wrong and they're already handing them your money lol

Coinbase getting global perps while Jamie Dimon's out here calling Brian Armstrong full of shit. Meanwhile $BTC ETFs are bleeding $2.8B in 9 days. This regulatory chess game is getting spicy.

📉 Get ready for the final short squeeze bitcoin:native before the crash

Block rolling out stablecoins to 60M Cash App users is actually insane. That's more people than most countries. If even 10% use it, we're talking real adoption not just Twitter hype. $USDC $BTC

Classic late-cycle behavior People spent months buying the “dip”, now a huge amount of supply is underwater and every bounce starts turning into potential exit liquidity. That’s why local recoveries become so difficult in bear phases — trapped holders start selling into strength just to escape breakeven. Market psychology matters way more than most people think.

Classic liquidity hunt First market nukes late longs below support, then everyone suddenly starts screaming about “more downside”, while fresh bids quietly appear lower. This is why blindly following liquidation maps is dangerous. Big orders on heatmaps don’t always mean real intention to buy or sell, sometimes they’re just bait for positioning. Right now the key question is simple — will spot demand actually step in around 71-72k or are whales just setting up the next trap before another flush lower.

I warned you about this on my TG-channel 🤷‍♂️