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Hashmeta_x
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The Macro Setup
Last year, it was a tariff tweet.
This year, the risks are stacked differently:
• 10-year Treasury yield: 5.31%, near multi-decade highs
• 30-year yield: 5.686%
• Iranian attacks in the Strait of Hormuz pushed Brent above $101
• 10x leverage wiped out yesterday 97% longs
The anniversary isn't just psychological. It's a real calendar risk crowded longs, thin liquidity, and a market that hasn't recovered from its last worst day.
CPI drops October 14. That's the next detonator.
Hashmeta_x
去年，10月10日是加密货币历史上难忘的一天。
$BTC 从122,000美元暴跌，导致190亿的杠杆头寸被清算。160万交易者被强制平仓。这是2020年3月新冠疫情暴跌的19倍，是FTX事件的12倍。导火索是特朗普在美国市场收盘后、周五晚间突然宣布对中国进口商品征收100%关税，而当时加密市场流动性稀薄且全天开放。
