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[@Catherinehengyu](/creator/twitter/Catherinehengyu)
"Every reserve currency eventually falls Since 1250: Florentine Florin ➔ Dead Venetian Ducat ➔ Dead Spanish Real ➔ Dead British Pound ➔ Dethroned US Dollar ➔ XX years and counting Only GOLD survived XXX years. Now there's Bitcoin: Digital gold with a hard cap"  
[X Link](https://x.com/Catherinehengyu/status/1978622399399510232) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-16T00:41Z XXX followers, XX engagements


"📊 Bitcoin: 19.93M circulating (95% issued) 1.07M left to mine 4M lost forever 15.9M actually available ETFs buying 7500/week Daily issuance: XXX Supply: Shrinking ✓ Demand: Growing ✓ The math is simple"  
[X Link](https://x.com/Catherinehengyu/status/1979126054313967711) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-17T10:03Z XXX followers, XX engagements


"Bitcoin's "Investor Mood Thermometer" is heating up 📈 SOPR: XXXX (up from XXXX prev) Spent Output Profit Ratio = Sell Price / Buy Price X Profits flowing in bull runs healthy growth X Panic losses bottom signals ahead. Slight rise signals easing sell-off. #SOPR"  
[X Link](https://x.com/Catherinehengyu/status/1979131522289668345) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-17T10:25Z XXX followers, XX engagements


"Bitcoin's "Happiness Index" dipping NUPL: XXXXX% (down from XXXXX% prev) Net Unrealized Profit/Loss = (Market Cap - Realized Value) / Market Cap X Average holders in profit (bull vibes). X Losses & capitulation bottoms XX% Neutral steady but watch for euphoria (75%"  
[X Link](https://x.com/Catherinehengyu/status/1979133417792077993) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-17T10:32Z XXX followers, XX engagements


"Cooling sentiment or healthy reset Thoughts 👇 #Bitcoin #NUPL #CryptoMacro"  
[X Link](https://x.com/Catherinehengyu/status/1979133469985747246) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-17T10:32Z XXX followers, XX engagements


"US Debt Bomb: $98.9T Total Govt Grabs XX% ($35.6T) 💣 From $30T in '07 to near $100T now. Printing money = inflation rocket. BTC as hedge Digital gold vs. fiat mess. With BTC at $110K time to stack Your move 👇 #Bitcoin #USDebt #CryptoMacro"  
[X Link](https://x.com/Catherinehengyu/status/1979135474489815547) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-17T10:40Z XXX followers, XX engagements


"@EricBalchunas @Todd_Sohn $12.5B in GLD volume = institutional panic buying or repositioning. When gold ETF trades more than most Mag X stocks it's not retail FOMOit's big money hedging something. What do they see that we don't"  
[X Link](https://x.com/Catherinehengyu/status/1976470043929215013) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-10T02:09Z XXX followers, 2014 engagements


"VanEck Bitcoin ETF HODL 2025-10-13 XXXX 2.06(Prev) Franklin Bitcoin ETF EZBC 2025-10-13 XXXX 0.73(Prev) ARK 21Shares Bitcoin ETF ARKB 2025-10-13 XXXX 5.29(Prev) WisdomTree Bitcoin Fund BTCW 2025-10-13 XXXX 0.19(Prev)"  
[X Link](https://x.com/Catherinehengyu/status/1978763544410693722) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-16T10:02Z XXX followers, XX engagements


"@robin_j_brooks Spot ongold's +30% rally screams fiat jitters. BTC's up XX% in the same window shrugging off skepticism too. IMF debt talks = more #Bitcoin upside Stacking sats amid the chaos 📈 #CryptoMacro"  
[X Link](https://x.com/Catherinehengyu/status/1979141124540481566) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-17T11:03Z XXX followers, XXX engagements


"@CaitlinLong_ @JamesDa47116905 @JDMikeJ Popcorn readySilvergate filings could expose the full reg trap playbook. Post-FTX it's why BTC's +25% YTD: decentralized hedge vs. fiat-bank house of cards. Oct XX catalyst for more inflows 📈 #Bitcoin #CryptoMacro"  
[X Link](https://x.com/Catherinehengyu/status/1979335569764421953) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-17T23:55Z XXX followers, XX engagements


"@AltcoinDaily Nailed itgold's the training wheels BTC's the rocket. +25% YTD while gold lags on portability. In $99T debt era investors want scarcity *plus* speed. NUPL XX% says neutral ground for leg up. Gold bugs converting 📈 #Bitcoin #CryptoMacro"  
[X Link](https://x.com/Catherinehengyu/status/1979342482128490809) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-18T00:23Z XXX followers, XX engagements


"@mrofwallstreet Spot on107-110k holds as EMA50 looms at 98k SOPR XXXX confirms profit relief. Gold FUD from shutdown BTC/gold ratio unbreakable floor. Dovish Fed = leg to 120k FVG. Accumulating patiently. 📈 #Bitcoin #CryptoMacro"  
[X Link](https://x.com/Catherinehengyu/status/1979345139421290865) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-18T00:33Z XXX followers, XXX engagements


"Bitcoin mining costs dipping to $107Kalmost break-even at XXXX ratio 📉 Avg Cost: $107353 (down from $108K prev) BTC Price: $108634 Ratio: XXXX (prev 0.97) 30-day MA: XXXX steady Low costs = miner influx strong support. When costs price weak hands exit. #MiningCosts"  
[X Link](https://x.com/Catherinehengyu/status/1979350347299885461) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-18T00:54Z XXX followers, XX engagements


"ON RRP at $80B: TGA rebuilds could drain $590B reserves sparking 2019-style repo chaos. My new framework uses Z-score signals + regime detection for alpha in equities FX & vol. Backtested Sharpe XXX 3-8% ann. alpha. #FinTwit #MacroTrading #TGA"  
[X Link](https://x.com/Catherinehengyu/status/1980215840936276303) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-20T10:13Z XXX followers, XX engagements


"RRP plunging to 348B + TGA bloat at 852B = QT cliff strong signal. Liquidity "black hole" from shutdown squeezes banksechoes Zions storm. BTC Strong digital reserve at 107k support (SOPR XXXX relief). QT end = strong leg up 📈 #Bitcoin #CryptoMacro"  
[X Link](https://x.com/Catherinehengyu/status/1979396004622537097) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-18T03:55Z XXX followers, XX engagements


"Fed's "Liquidity Black Hole": TGA Locked at 852B Amid ShutdownDraining Reserves 📉 TGA Replenishment = Market Squeeze (RRP 348B Reserves 3T warning). Formula: Net Liquidity = Fed Sheet - RRP - TGA. Shutdown "trap" pulls 700B from circulation. #Bitcoin #FedQT #CryptoMacro"  
[X Link](https://x.com/Catherinehengyu/status/1979577259049799805) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-18T15:56Z XXX followers, XX engagements


"🧵 Put Spread Collar: Protect Bitcoin gains without selling Sitting on profits but scared of crashes Here's how to define your risk/reward for $400: The setup (you own X BTC at $115K):"  
[X Link](https://x.com/Catherinehengyu/status/1979851130277638621) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-19T10:04Z XXX followers, XX engagements


"Buy $100K put: -$3800 (downside protection) Sell $150K call: +$2200 (cap upside) Sell $90K put: +$1200 (fund the protection) Net cost: $XXX for XX days Your BTC is now protected between $90K-$150K Outcomes in XX days:"  
[X Link](https://x.com/Catherinehengyu/status/1979851274297516493) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-19T10:05Z XXX followers, XX engagements


"📊 Retail Asset Allocation Survey (AAII) showing early-cycle setup Current positioning: Stocks: XXXX% Cash: XXXX% Bonds: XXXX% For perspective: 2021 peak: Stocks XX% Cash X% (euphoria) 2022 bottom: Stocks XX% Cash XX% (fear) Now: Conservative middle ground"  
[X Link](https://x.com/Catherinehengyu/status/1979857596183109676) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-19T10:30Z XXX followers, XX engagements


"The insight: Markets near all-time highs Bitcoin above $115K But retail allocation still cautious Translation: This rally driven by institutions (ETFs Strategic Reserves) not retail FOMO yet. Historical pattern matters: When retail cash drops 5%+ risk assets rally hard"  
[X Link](https://x.com/Catherinehengyu/status/1979857801192284545) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-19T10:30Z XXX followers, XX engagements


"2020: Cash 23%8% = BTC $10K$69K (+590%) 2016: Cash 18%10% = BTC $600$20K (+3233%) Current setup: $15T in money markets (record) Retail XX% under-allocated vs 2021 Bitcoin in institutional accumulation phase When retail rotates cash risk that's next fuel"  
[X Link](https://x.com/Catherinehengyu/status/1979857869723099491) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-19T10:31Z XXX followers, XX engagements


"🧵 BTC Macro Alert: TGA surges $100B+ in a weekliquidity drain echoing 2022 QT patterns. How might this impact BTC structured plays"  
[X Link](https://x.com/Catherinehengyu/status/1980201544504275179) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-20T09:16Z XXX followers, XX engagements


"BTC Hedge Short-term vol but unlock = leg to 120k. Thoughts 👇"  
[X Link](https://x.com/Catherinehengyu/status/1979577336069771450) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-18T15:56Z XXX followers, XX engagements


"@Jamie1Coutts FICC view: RRP $1.2T buffers; layer put spreads for defined squeeze risk. '25 debt rollover flip Swap models #BTCMacro"  
[X Link](https://x.com/Catherinehengyu/status/1980264054250770882) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-20T13:25Z XXX followers, XX engagements


"@onechancefreedm @JacobKinge Provocative takeKing's Tether loop thesis nails the reflexive fragility la pre-'08 shadows. El Salvador's XXX% Bitfinex-sourced BTC adds fuel. Update: Spot ETFs $599M outflows Oct XX capping 91%+ drop since '21 highsexit ramps widening"  
[X Link](https://x.com/Catherinehengyu/status/1980266111582060636) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-20T13:33Z XXX followers, XX engagements


"1/ Key metric: TGA hits $900B (up from $796B on Oct 10) as Treasury ramps bill issuance. RRP steady at $1.2T but this cash vacuum tightens bank reserveswatch for reserve scarcity signals in Fed data"  
[X Link](https://x.com/Catherinehengyu/status/1980201623717872004) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-20T09:17Z XXX followers, XX engagements


"@Jamie1Coutts Spot-onfiat debt treadmill nailed. CBs as endless market makers Core Alpha. Love '13 regimes. Oct '25 update: Global M2 $96T (up X% YTD) expansion XX% time (Lyn Alden BTC match). BTC $107K w/ steady DXY (98.5) but repo risks via TGA ($852B surge)"  
[X Link](https://x.com/Catherinehengyu/status/1980264002656850342) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-20T13:25Z XXX followers, XX engagements


"@onechancefreedm @JacobKinge Sys risk play: Collar strikes around $100K for loop unwind hedges ($400 prem). RRP's $1.2T buffer hold Model swap #BTCMacro"  
[X Link](https://x.com/Catherinehengyu/status/1980266162366844975) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-20T13:33Z XXX followers, XX engagements


"@astronomer_zero Masterplan rehash spot-onparabolic hold + 10wk signal = macro conviction. Time price FTW. Oct 20: BTC $111K BTC.D XXXX% (from XX% top)alt dom rising fast. FICC lens: TGA $900B surge squeezes liq RRP $1.2T cushions; layer collars for rotation hedges ($400 prem). #BTCMacro"  
[X Link](https://x.com/Catherinehengyu/status/1980267623804964937) [@Catherinehengyu](/creator/x/Catherinehengyu) 2025-10-20T13:39Z XXX followers, XX engagements