2025-12-23 13:28:07

The real unemployment data has reached a four-year high, yet the authorities claim that they can quickly reverse the situation through policy measures. This huge disparity between the data and statements is undermining the confidence foundation upon which the entire market relies.

The core of the issue is: when the discourse of power conflicts with objective data, the trust in the crypto market for grand expectations will sharply decline. Looking back at several key moments in 2025—whether Bitcoin can be included in the treasury, the October liquidation wave triggered by tariff policies, and the severe market fluctuations caused by each policy statement—these all indicate that the market has taken the promises of a single political figure as the core basis for transactions.

Currently, this figure has lost credibility based on the most fundamental economic data, which means that the risk premium for all his future policy commitments will need to be repriced. The market will be forced to allow for greater volatility for every uncertain statement. This represents a collapse of trust for investors who are accustomed to following grand narratives.

In fact, players need to make several key adjustments:

**From listening to words to observing actions** — Reduce direct bets on the statements of individual political figures, and focus on actual economic data and market liquidity. Policy effects always speak louder than promises.

**Finding True Anti-Fragile Assets** — At a time when traditional authorities are in a crisis of trust, Bitcoin, as a non-sovereign and digital form of asset, may be re-evaluated. However, this process will inevitably be accompanied by significant volatility, and is not a reliable safe haven.

**Preparing for Narrative Collapse** — When the story supporting the rise begins to detach from reality, cash liquidity becomes the best shield. Continuing to heavily speculate on thematic stocks at the peak of uncertainty is like dancing on the edge of a knife.

History always reminds us of the same truth: those who are the first to doubt the market story are often not those who cannot understand the trend, but rather those who wake up the earliest. When "The Emperor's New Clothes" is exposed, the ability to quickly identify the value that the market is truly willing to pay becomes the dividing line for survival.

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LiquiditySurfer

· 21h ago

The unemployment data has reached a four-year high, and yet they still dare to boast about policy rescue. Isn't this just a blatant rhetoric? It should have been clear long ago. --- Listening to rhetoric is not as good as focusing on liquidity; it’s time to really wake up this time. --- Here comes another grand narrative. Players need to recognize reality; the data will speak for itself. --- Cash is king, everyone. Otherwise, you're really dancing on the edge of a knife. --- Let the collapse of trust happen; anyway, the greater the fluctuation, the more opportunities there are. It all depends on who reacts quickly. --- Now it's good; every time there’s an advocate, we have to question it. The risk premium needs to be recalculated. --- Bitcoin has really become a hedging tool; we’ll see how far it can fall this time. --- When the story deviates from reality, then it’s time to play people for suckers. As long as the green mountains remain, there's no worry about firewood. --- Awake people are always in the minority, while most are still following the trend. Sigh.

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MevHunter

· 12-23 13:56

Here it comes again, data contradicting the rhetoric... the market should wake up now --- Hearing promises is not as good as looking at an unemployment report, this time it really crashed --- We haven’t forgotten the October liquidation wave, and now there’s another crisis of confidence, we suckers are really... --- Anti-fragile assets sound nice, but you still have to endure fluctuations, if you don’t have the heart, don’t play --- Simply put, don’t put all your bets on one person, why does this principle always need to be repeated --- Cash is king sounds particularly soothing right now, will Bitcoin be re-evaluated? Not necessarily --- The moment the emperor's new clothes were exposed, everyone rushed to grab the positions at the door, I have to get the upper hand --- The gap between rhetoric and data, is it that simple to collapse market confidence? Quite interesting --- Looking at liquidity is much more reliable than hearing stories, finally realized something this time --- Narrative shattered, preparing in advance... it’s the same old tune of risk management, but it really works

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TooScaredToSell

· 12-23 13:55

Words sound nice, but data is the real truth. It should have been time to wake up long ago. Unemployment is at a four-year high, yet still bragging, this time it's really going to fall, right? Where's the promised Bitcoin treasury? What's the use of just listening to empty talk? Here comes that trap again... every time it’s a set of statements and a set of data, how can there still be people catching a falling knife? Using policy statements as trading basis, these people really need to reflect on themselves. Those still in Heavy Position now are really gambling on luck, haha. Data doesn't lie, but rhetoric does. It's time to exit, everyone. Once or twice is a coincidence, but if it happens every time, it's a trap. The awake ones have long since reduced position, and those still following the trend... To put it bluntly, trust is gone. No matter how much it rises later, it has to be questioned.

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DevChive

· 12-23 13:51

Data doesn't lie, but speeches can be very misleading. Those who still believe in political promises are likely to cut losses now.

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SmartContractWorker

· 12-23 13:49

In plain terms, it's a bankruptcy of trust. Once the floodgates open, it can't be stopped. The official statements and the data don't match up, and we retail investors suffer the most. I am currently reducing my position and waiting to see if I can catch a bottom, but it feels like it will be more awkward. Before, it was possible to pump by telling stories, but now no one believes it. This is the real horror. I have confidence in those projects that don't boast and teams that stick to doing the work.

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