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Had coffee last night with a friend who runs market making. What he said flipped how I see this market. 🧠 His take: forget the headlines. Watch token supply flow. What the data says: - $BTC spot liquidity is thinning. Post-halving, new daily issuance is ∼50% less than last cycle. - $ETH staking is locked up tight, and with fee burns it’s often deflationary. - $SOL makers are quietly building positions. - For most alts, the heavy unlocks are over. Old VC rounds are dripping out tens of thousands a week now — not enough to move price. 📉 That’s the base for a real trend. Before we were sideways waiting on unlocks. Now the riverbed is dry, but water is slowly rising. $BTC holding above 60k. $ETH testing resistance. $SOL refusing deep dips. Alts printing higher lows. Next 6–12 months: tightening supply + new capital = a different kind of cycle. Not everything pumps together, but this doesn’t end fast either. 🚀 My play: scale in slowly. Buy the left side, confirm on the right, then add. What scares me isn’t a crash. It’s FOMO — watching others profit and yoloing rent money into one coin for a 100x. Stay patient. Follow the flow, not the noise. #DailyOrbit #30YrYieldTopOrStart #USJapanYenIntervention