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CPI Blowout

THIS IS NOT A DRILL. Bitcoin just DETONATED from $90K to $95K in ONE DAY—and we're not even close to done. The CPI just handed us the PERFECT setup: inflation cooling but not crashing, Fed paralyzed, and institutions SCRAMBLING back in. That $1.13B ETF bleeding? REVERSED. $95K isn't the top—it's the LAUNCHPAD. Ethereum CRUSHED Bitcoin with +7% (altseason alarm bells SCREAMING). Privacy coins going PARABOLIC—Monero just printed a NEW ALL-TIME HIGH at $700. Meanwhile, the biggest catalyst of 2026 drops TOMORROW: The CLARITY Act vote that could send Bitcoin to $100K by Friday. Our positions? Up +5.5% on BTC, +4.8% on ETH, and we're just getting started. The Bollinger Bands squeeze we called? RELEASED. The breakout we positioned for? CONFIRMED. The $100K target everyone thought was months away? DAYS AWAY. Miss this and you'll spend 2026 watching everyone else get rich. This is your LAST CHANCE to load up before the real madness begins.

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The $90K Rejection

Bitcoin at $87,511 after BRUTAL $90K rejection Monday. Meanwhile, GOLD EXPLODES to $4,497. MicroStrategy PAUSED Bitcoin buying: Despite raising $747.8M, bought ZERO BTC last week. US-VENEZUELA CRISIS: Trump ordered naval blockade of Venezuelan oil tankers, seized vessels, threatens war. This geopolitical shock sent gold/silver to records while Bitcoin DUMPED—proving once again BTC is risk-on, NOT safe haven. WORST Q4 SINCE 2018: Bitcoin down -22% in Q4 2025—worst fourth quarter performance outside major bear markets.

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BoJ Hikes, BTC Rallies

Former BitMEX CEO Arthur Hayes tweeted hours before decision: ‘Don’t fight the BOJ: -ve real rates is the explicit policy. $JPY to 200, and $BTC to a milly.’ Hayes was RIGHT. He understood what market missed: BoJ policy is STILL loose in real terms. Negative real rates = currency debasement = capital flows to hard assets like Bitcoin. The rate hike was BULLISH because it confirmed BoJ can’t actually tighten without breaking Japanese economy.

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The Whipsaw - CPI Turns Nightmare

Markets realized the CPI is FAKE, Fed rate cut odds DIDN'T BUDGE (still 24% for January), and BTC gave back ALL gains plus more. Now at $86K heading into BoJ tomorrow—the REAL catalyst. Wednesday's $457M ETF inflows reversed meaning. Whales who bought Wednesday got REKT today. This market PUNISHES conviction. Tomorrow's BoJ decision will decide: $70K breakdown or $95K breakout.

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