Transcription
Hey, it's your boy, the Crypto Goon. And shout out to all my crypto goons for pulling up once again. What happened to Krypto in 2025? Some of that strong cocaine.
But before we get to it, make sure you all head over to the cryptoon.com and click on the crypto features course, and you can sign up to get notified when it comes out. Now, on to that strong cocaine.
Somebody on X actually summed it up perfectly, perfectly written. Shout out to whoever this guy is. And I'm going to read it.
"What killed crypto in 2025? A speculative reflection for investors, not gamblers. 2025 was supposed to be the year of fat bank accounts, retail euphoria, millionaires on every corner. Instead, we got timid traders, exhausted holders, and a market that flinched at every headline. Crypto didn't die in 2025, but its momentum did. And the reasons had little to do with the charts.
The macro monster. No one could trade except for us, by the way. We actually killed it. Um, and I'll show you all proof of that. Uh, so if you see right here, oops, let me move this over. And I'll get back to that strong cocaine. So, as you can see, um, we did 14,000 the other day. Uh, 358, 200. So, we did pretty good.
Now, back to that strong cocaine. Bitcoin volatility wasn't organic. It was macro-driven, headline-driven, and institution-controlled. The Japanese carry trade unwound, draining global liquidity. Cheap yen-funded risk trades vanished almost overnight. Capital didn't rotate into crypto. It fled to safety. At the same time, global interest rates stayed restrictive. Risk assets repriced downward, and liquidity became selective, not abundant. Crypto thrives on excess liquidity. 2025 had none.
[clears throat] War premiums and fear markets. Markets don't price peace, they price uncertainty. Mid-2025, we had escalating geopolitical conflicts, persistent war rhetoric, supply chain threats, energy and commodity instability. Investors didn't want innovation, they wanted defense. Crypto, still labeled risk-on, became collateral damage.
Tariffs, trade wars, and the death of the growth narrative. Tariffs returned not as policy tools, but as weapons. Trade friction reduced global growth expectations, pressured emerging markets, strengthened the dollar, crushed speculative assets. Crypto depends on global cooperation and capital flow. Trade wars choked both.
Institutions didn't save crypto, they controlled it. Retail expected institutions to be saviors. Instead, institutions became liquidity providers on the way up, exit liquidity on the way down. They sold narratives: ETF adoption, digital gold, long-term store of value. Then they distributed into strength, dumped into rallies, and left retail holding the drawdown. Institutions trade cycles, retail trades hope.
The 2x to 5x crowd got wiped first. Most people weren't here for financial revolution. They were here for 2x, 3x, 5x, quick returns, but short patience. When volatility increased and momentum died, they exited, not because crypto failed, but because time failed their expectations. A market without retail belief becomes fragile. Fear replaced conviction. 2025 didn't kill crypto. It killed overconfidence.
Tick-tock price targets. The up-only mentality. The idea that adoption is linear. Every rally was sold. Every dip felt dangerous. Every breakout was questioned. That's not a bull market. That's a transition phase.
The truth most won't admit: Crypto isn't dead. It's growing up. Infrastructure kept building: payments, tokenization, on-chain finance, real-world assets, compliance rails. But speculation divorced from fundamentals finally paid the price.
What 2025 really was: 2025 was the year liquidity mattered more than hype. Macro crushed narratives. Institutions showed their hand. Weak conviction left the market. It wasn't the end. It was the purge before the next regime.
The final thought: Markets don't reward impatience. They punish it publicly. If 2025 killed anything, it wasn't crypto. It killed the illusion that wealth comes fast, easy, and without understanding the world you're investing in. The survivors won't be louder. They'll just be early.
Again, shout out to whoever put this up. That's strong cocaine."
Now, this guy is absolutely 100% correct. And this is one of the reasons why I got into trading futures is because it just wasn't smelling right. And also, it's a lot easier to short these coins than it is to buy them, in my opinion. But, you know, that's just me. Um, and it is what it is. You know, a lot of people's wallets are in the red. And I've been telling people for the past couple months, hey, you need to get into futures and start shorting. And most people have been losing money. And there's a small percentage of us that have been making money. Like this guy put perfectly in this thesis, crypto isn't the same. People still think it's 2019, 2020, 2021. It is not. Okay? The players are different. The government is no longer printing money and handing it to the citizens for them to invest in crypto. It is totally different. The institutions have 100% control and they have their own agenda. Whether people like it or not, most of these institutions are not investing in cryptos. They're putting money in stablecoins because they have [clears throat] guaranteed returns. And then they have shadow banking going on where they can then take those returns and reinvest them and get more returns on those returns, and then reinvest those returns and get more returns on those returns. That's where the money is for a lot of them. But what do I know? This is just some of that strong.