$900 billion has been wiped from stocks, cryptocurrencies, and precious metals since the start of the U.S. market due to Iran’s statement of non-delivery.
🚨 China cuts its holdings of US Treasuries to the lowest level in 18 years 🇨🇳🇺🇸
China continues to reduce its exposure to US Treasury securities...
📉 China’s holdings reached $618 billion in July, down from more than $1.3 trillion at the previous peak.
What’s notable is that this trend comes as part of China’s ongoing diversification of its reserves, with some funds shifting into other assets. Also, some of China’s holdings may be kept through custodians outside the United States, so Treasury figures don’t necessarily reflect all of its true exposure.
💰 Why does it matter to markets?
Lower foreign demand for Treasuries could contribute to downward pressure on bond prices and higher yields, but the impact doesn’t depend on China alone; July data also showed continued foreign inflows into US assets, with net TIC flows of $83.7 billion.
👀 So investors are watching:
🇺🇸 US bond yields 💵 The dollar 🥇 Gold 📈 Stocks ₿ Bitcoin
💬 Today’s question:
If China continues to reduce its holdings of US Treasuries, which asset do you think will benefit the most?
Urgent: 🇺🇸 Elon Musk says there are "hundreds, perhaps thousands, of fraud gangs belonging to nearly all nationalities, and they steal money from American taxpayers."
Inflation is over 30%, while bond yields are exploding.
And now, a liquidity crisis has hit its private investment funds.
Reports indicate that investors withdrew $1 billion in a single day, and the authorities ordered the liquidation of 131 funds worth $18.3 billion, affecting about 350,000 investors.
Turkey is now cutting margin requirements from 35% to 20%, providing more liquidity and using government-linked funds to support stocks.
A currency crisis. An inflation crisis. A bond crisis. A stock sell-off.
And now, a liquidity crisis.
Turkey is getting hit from almost every direction at the same time, and that usually ends very badly.
Urgent: 🇸🇦🇨🇳 Saudi Arabia withdraws from the Chinese system for digital currency and blockchain technology, which aims to reduce dependence on the US dollar.
🚨 Is the world heading toward a global bond crisis? Japanese government bond yields for 10 years have reached 3.03% for the first time since 1996. Yields for 20 years hit their highest levels in 30 years, while yields for 30 and 40 years reached record levels. UK bond yields for 10 years are the highest since 2008. Bond yields for 30 years are the highest since 1998.
Digital Spot ETFs saw positive net inflows on September 14, signaling continued investor interest in the market.
💰 Flows:
🟠 Bitcoin ETF: +$160.04 million 🔵 Ethereum ETF: +$121.02 million 🟣 Solana ETF: +$11.01 million ⚫ XRP ETF: +$11.26 million
📊 Total flows: more than $303 million in a single day.
👀 Notably, Bitcoin and Ethereum captured the largest share of the flows, making ETF fund movement one of the most important indicators to watch in the current period.
💬 Question:
Are these inflows the start of a new buying wave in crypto?
🟢 Yes, the rally is coming 🟡 It’s still too early to judge 🔴 The market may drop despite the flows
🚨 Next week could be decisive for cryptocurrencies and global markets! 🌍📊
Three major events will put markets to important tests:
📅 September 15 — the CLARITY Act Any positive surprise in the vote could push digital currencies higher sharply, especially if markets have already priced in a rejection scenario.
🏦 September 16 — the U.S. Federal decision Markets will watch the interest-rate decision and the accompanying statements, because any change in expectations for monetary policy may immediately impact Bitcoin, stocks, and gold.
🇯🇵 September 18 — the Bank of Japan decision Any signal that interest rates will continue to be raised may increase fears of unwinding yen carry trades, while a more dovish tone could give markets some support.
👀 Summary
3 events in 4 days... and markets face a week full of surprises.
However, it can’t be said that volatility is “guaranteed”; the size of the move will depend on the actual results and whether they differ from investors’ expectations.
💬 The most important question:
Which event do you think will move Bitcoin the most?
🟠 CLARITY Act 🏦 The Fed decision 🇯🇵 The Bank of Japan
🚨 Bitcoin under pressure... Is the correction over? 📉₿
Things have become more sensitive for **$BTC**.
Bitcoin is currently facing an important test at the **50-week moving average**, and all eyes are on the **weekly candle close**.
📌 **Why is this level important?**
Because reclaiming the moving average and holding above it may give buyers a positive signal that the **57,000$** zone might have been the correction bottom.
But a close below it could bring the selling-pressure scenario back into focus.
### 📊 Key Levels:
🔴 **75,500$** — important support if the decline continues.
⚠️ **65,000$ approximately** — the 200-week moving average zone, which could become a key watch area if the previous support is broken.
👀 History provides worrying signals, but **repeating the same pattern earlier doesn’t necessarily mean the same scenario will repeat this time**.
### 💬 Now the question for you:
**Will Bitcoin reclaim the 50-week moving average before the close?**
🟢 Yes — the start of a new uptrend wave 🟡 Choppy price action and waiting 🔴 No — deeper downside ahead
👇 **Write your prediction in the comments, and we’ll return to this post after the weekly close.**