C3🛡️ @C3_Insight

I don’t think I you understand. A Corvette and $1 Million doesn’t impress me. I want $100,000,000, and to give 10% of the growth every year to the church and missions. I want to generate a multi-million dollar a year income for the Kingdom of God. I don’t care about fancy cars or I would have bought a lambo 6 years ago when I made my first million. Will I get a fancy car? Probably one day. Not right now. I want to just take care of the fam and stack sats as hard as possible. Coming up on 10 years in Bitcoin. Maybe after my 10th I’ll treat myself. 2 more years to go.

I know no one wants to hear bullish ideas and everyone is scared and wants to fling poo at each other... but the Road to Valhalla is getting very close. If global liquidity is the single most dominant macro factor then we MUST focus on that. REMEMBER - THE ONLY GAME IN TOWN IS ROLLING $10TRN IN DEBT. EVERYTHING ELSE IS A SIDESHOW. THIS IS THE GAME OF THE NEXT 12 MONTHS. Currently the gov shutdown has forced a sharp tightening of liquidity as the TGA builds up with no where to spend it. This is not offset by the ability to drain the Reverse Repo (it is drained). And QT drains it further. This is hitting markets and in particular crypto which is the most liquidity driven. TradiFi asset managers have had one of their worst years of performance vs benchmark and are now having to chase markets and that is allowing tech to be more stable than crypto. 401K flows help too. If this liquidity drain keeps going longer, stocks will get hit hard too. However... As soon as the gov shutdown ends, the Treasury begins spending $250bn to $350bn in a couple of months. QT ends and the balance sheet technically expands. The Dollar will likely begin to weaken again as liquidity begins to flow. Tariff negiotiations will have largely been completed, removing uncertainty Ongoing bill issuance increases, adding more liquidity via bank balance sheets and money market funds (and stable coins). Ongoing rate cuts (we will have economic weakness from the shutdown that will add to the evidence that rates need to come lower but no, there is no recession).. SLR changes free up more of the banks balance sheets allowing for credit expansion. The CLARITY ACT will get passed, giving the crypto regs so deserately needed for large scale adoption by banks, asset managers and businesses overall. The Big Beautiful Bill then kicks in to goose the economy into the midterms. The entire system is now being geared toward a strong economy and strong market in 2026 for these elections. China will continue to expand its balance sheet. Japan will work to strenghten the Yen, and also fiscally stimulate. The ISM will rise as rates fall and tarrif uncertainty drops away. You just need to get through the Window of Pain and The Liquidity Flood lies ahead. Always remember the Dont Fuck This Up rules...and wait out the volatility. Drawdowns like this are common place in bull markets and their job is to test your faith. BTFD if you can. td:dr - When this number goes up, all number go up.

I usually like to give you a small fragment of Global Macro Investor when I sit down to write it as I did this weekend. Crypto is driven by liquidity as you know. For TOTAL2ES to break higher, you need liquidity to make new highs...the Gov shutdown and TGA delayed it ... but 1/

Guys, I've never felt more comfortable being a contrarian crypto bull...I'm seeing peak FUD on the exact day we get an interest rate cut and announcement that QT ends in around 1 month and FED is going to start buying bonds. Altcoins been sideways for 1 year, which is why everyone is frustrated. No patience for gains. Everyone wants 20x now now now. Gold topping. Solana breaking ETF records. Tons of altcoin ETFs on the way. Market structure coming in hot. $7 trillion sitting in money markets will need to find a new place to sit as yields start falling. Majority staring at yesterday’s charts while the next phase is setting up, right here right now. Maybe I'm wrong, and I'm doing my best to prepare for that possibility, but I wonder how risky it is to be a bear right now.

🚨 Jerome Powell hints that they will be approaching end of balance sheet contraction "in coming months". Quantitative tightening is winding down! You're not bullish enough! LOCK IN... Please.

You CAN NOT be bearish on alts. RSI breakout has happened along with the highest 3W close in history. The next few months are going to be massive for our bags. Hope you’re ready? 👀

Nothing to see here ….

"The Debasement Trade" since COVID: In USD: NDX up 165%, SPX up 102%, Home prices up 56%. In gold: NDX up 7%, SPX down 18%, Home prices down 37%. In BTC: NDX down 78%, SPX down 84%, Home prices down 87%.

No where near the top in #Crypto! #Altseason is alive and well. This is insanely BULLISH!

TGA refill almost done - target is $850bn. With this liquidity drain complete, up only can resume.

Some of you are going to make a ton of money this bull market. Especially this last 10% of the bull market. Just remember if all you have is money, you are poor. Find yourself a passion, find a charity you really love, learn a new skill etc… Life is so much more than making money Before I started crypto I loved to surf, go mountain biking, snowboarding, fishing and going to church. I still do all of these. Money hasn’t changed me but it allows me to do the above whenever I want. It’s a tool for freedom and helping others and improving people’s lives

Regarding the markets, don’t try to push too much. Let the market come to you and have confidence you will know what to do when the time comes.

@scottmelker It certainly looks that way🤣

Very much like the response across crypto, so far. Dominance was down all day too. Sentiment feels guarded, which is good. If Bitcoin can just push through this last hurdle think it’s the start of Q4 mania. Still work to be done, but looking good.

Pay attention to the list of coins below... 👀 The SEC just approved generic listing standards for commodity-based trust shares on Nasdaq, CBOE & NYSE. This means crypto ETPs that meet the threshold can go to market in weeks, not months. Here are the 12 that qualify right now: $BTC, $ETH, $DOGE, $LTC, $BCH, $LINK, $XLM, $AVAX, $SHIB, $DOT, $SOL, $ADA These qualify because they already have futures trading on CFTC-designated markets for 6+ months. Cardano specifically launched in March 2025, so currently right at the threshold! Would have to check exact date.

Bitcoin has never had its hockey stick inflection until this global risk index crossed positive, like it just did.

Why do they have to be late - every time? In every cycle? Don't they evaluate - and try to learn?

September FOMC *The Fed cuts rates by 25 bps *A narrow majority of officials pencil in a total of at least 3 cuts this year *Statement changes are dovish *Miran is the only dissent, for 50 bps

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The weighted average maturity of US gov debt extended from 4 years to 5 years from 2022. That increases the chance that the liquidity cycle and the business cycle have extended too. Our lead indicator work at GMI suggests the same using our GMI Fin Conditions Index. Let's see..