INSIDE THE SELLOFF: Bitcoin, Sanctions, & The Liquidity Drain

In this episode, Nik breaks down Bitcoin’s sharp fall through $100,000 and explains how a surge in volatility across stocks, bonds, and the dollar has triggered a broad liquidity drain. He explores the Luke Oil divestiture pressure, Treasury sanctions, and why forced asset sales are pulling capital out of risk markets. Nik walks through the TBL Liquidity Index, the new sell signal triggered in late October, and the critical $87,000 to $88,000 support area on Bitcoin that will define whether the bull trend stays intact. He compares Bitcoin with gold, reviews stock market stress, and looks ahead to income-driven liquidity tailwinds expected in 2026.

Links:

• https://x.com/LeveredUSTs/status/1990500503848095833?s=20
• https://www.bloomberg.com/news/articles/2025-11-14/lukoil-talks-to-bidders-for-global-assets-to-avert-supply-issues?sref=ieet9cdI
• https://www.reuters.com/business/energy/us-paves-way-talks-sale-lukoils-foreign-assets-2025-11-14/

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Researcher Demian Schatt's Twitter: https://x.com/demianschatt
Lead Statistician Augustine Carrasco Twitter: https://x.com/AugustineCarrB

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