Bitcoin Just Puked 30% and You're Still Here? Good.

So, Bitcoin decided to nosedive from its $126k high down to $80k this month. That’s a 30% haircut. If you bought the top, my condolences. If you’re panic selling right now, you’re an idiot.

Let’s get real. This isn't the end of crypto. It’s a Tuesday.

The "Disaster" Explained

Here’s what happened while you were crying in the shower.

1. Trump’s Tariffs: The 100% tariff on Chinese imports spooked the entire global market. Stocks bled, and crypto—being the risk-on asset it is—bled harder.
2. Fed Talk: The Fed is still yapping about "higher for longer" rates to curb inflation. Boring, but it kills the vibe.
3. ETF Outflows: BlackRock’s IBIT saw $523 million leave the building in a single day. Paper hands at the institutional level.

But here’s the thing: The fundamentals haven’t changed. The network is secure. The halving happened. The supply shock is still real.

Who is Buying While You Sell?

You know who isn’t selling? The people who actually understand this game.

• Texas: The state of Texas just threw $10 million into Bitcoin. They aren't day trading. They’re stacking.
• Abu Dhabi: Mubadala Investment Company tripled their IBIT holdings. Do you think they like losing money? No. They see a discount.

The tourists are leaving. The "get rich quick" crowd is going back to their 9-to-5s. This flush was necessary. We needed to shake out the leverage and the weak hands to reset the board.

What You Should Do (Not Financial Advice)

Stop looking at the 1-hour chart. Zoom out.

If you believe Bitcoin is going to zero, sell it all and go buy gold or bonds or whatever makes you feel safe. But if you think digital scarcity is the future, then $80k is a steal compared to where we were three weeks ago.

We are seeing stabilization around $90k-$92k. The fear index is at 30. Everyone is scared. That is literally the buy signal.

Don't be the guy who buys at $126k and sells at $80k. Be the guy who buys the blood.

The Bottom Line

November sucked. It was ugly. But we’re still here. Ethereum is holding $3k (more on that later). The tech is still building.

Take a breath. Touch grass. And maybe, just maybe, buy the dip.