🇺🇸 Stress Fractures in the System — Is This the Flush Before the Move?
Bond-market shockwaves and structural selling pressure hit crypto, yet positioning and flow suggest this may be another engineered washout rather than trend failure.
🪙 Crypto Market Overview
Bitcoin briefly slipped below $88,000 as crypto absorbed heavy pressure from broader risk-on dislocations. The main driver wasn’t crypto-specific: Japan’s bond market experienced an extreme move, with 10-year yields registering a six-standard-deviation swing in just two days — the kind of stress event that forces global de-risking.
Adding to the noise, a technical incident on a decentralized perpetuals venue caused temporary pricing dislocations, further amplifying fear-driven selling.
Markets are now watching two potential stabilizers:
whether the Bank of Japan steps in to calm bond volatility
and whether messaging from Trump in Davos cools tariff and macro tensions
Without stabilization on those fronts, crypto remains vulnerable to further whipsaws.
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