This recent crash really stunned everyone—Bitcoin plunged from $120,000 all the way down to just over $80,000, and the community is filled with wailing and panic. But K33 analyst Vetle Lunde recently said, "December will be a turning point," so I’m wondering if this panic is a bit overblown.
Let’s talk about the two things people fear the most. The quantum computing threat? It’s real, but the NIST’s post-quantum cryptography standards won’t actually be deployed until 2035, and today’s quantum tech can’t even touch Bitcoin’s encryption algorithms—basically, it’s a case of crying wolf too many times. As for the MSTR sell-off rumors? Come on, they’re holding 650,000 BTC and sitting on $1.4 billion in cash to cover debt. Saylor’s “never sell” mantra isn’t just talk. Unless the company collapses, there’s no way they’re dumping their bags—this market panic is just people scaring themselves.
But there are two major pieces of news the market seems to be ignoring: 401(k) retirement accounts can now allocate to crypto, which means American retirement funds are about to enter the space—we’re talking hundreds of billions in new capital. And the Fed, even though they’re not saying it outright, quietly injected $13.5 billion in liquidity in December and is even working on building compliant trading platforms. Isn’t that basically a safety net for the market?
At these prices, it’s pure emotional capitulation creating a golden buying opportunity, with no real connection to fundamentals. Looking at the charts, there’s already money starting to bottom-fish around $80k, volume is up, but the selling pressure is clearly narrowing—a classic sign of panic bottoming out. I’ve already opened a small position myself, and if it really drops to $75k, I’m planning to add more. Institutions are quietly accumulating—retail investors shouldn’t get dragged around by fear. Don’t miss out on this year-end window to build your position.
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StablecoinGuardian
· 16h ago
Another round of "the boy who cried wolf"—I can't really tell if it's real or not, but I'm definitely tempted to buy the dip.
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Dropped from 120K to 80K, I've averaged down three times and I'm still losing money. Now I'm too scared to even look at my account, haha.
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Wait, are you saying the Fed is quietly backstopping? Was I an idiot for selling at a loss before...
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650K BTC just sitting there untouched? Somehow, I feel like anything is possible.
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Alright then, since institutions are accumulating, I'll throw in some too—it's all a gamble anyway.
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If 75K really comes, I'm going ALL IN, or I'll regret it for the rest of my life.
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401k getting in sounds impressive, but it'll take another six months before it actually hits accounts.
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Quantum algorithms are coming in 2035; by then I'll either be financially free or liquidated, so why worry?
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This wave of panic selling is basically people without cash being forced to sell at a loss, while those with dry powder are secretly accumulating.
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OnchainGossiper
· 16h ago
Uh... to be honest, this drop really scared me, but after reading your analysis, I don't feel so hopeless anymore. I used to worry about quantum computing too, but it turns out it's really not that urgent.
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PositionPhobia
· 16h ago
Damn, 401k can allocate to crypto now? This is the real catalyst. The current market panic is just scaring itself.
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FloorPriceNightmare
· 16h ago
The quantum threat is just another scare tactic, it won't be relevant until 2035, so there's no need to panic now.
Those 650,000 Bitcoins held by MSTR haven't moved, so stop worrying unnecessarily.
401(k) entering the market and the Fed quietly injecting liquidity—that's the real core, but unfortunately, no one is noticing.
The $80,000 level is definitely a golden opportunity; I've already positioned myself, and if it drops to $75,000, I'll increase my position.
Institutions are accumulating; retail investors shouldn't be swayed by emotions. The year-end window is too important to miss.
View OriginalReply0
WalletsWatcher
· 16h ago
Hmm... wait, is it true that the Fed quietly injected $13.5 billion in liquidity? Feels a bit sketchy.
If institutions are accumulating, should we really just follow and buy the dip? That logic doesn’t quite add up.
Adding more at $75,000? Bro, you’ve really got guts.
Quantum threat won’t come until 2035? So what am I worried about now, haha.
Will MSTR cash out those 650,000 coins in batches? The key depends on the pressure from the US stock market.
Seeing signals of panic bottoming out feels great, just hope it doesn’t backfire.
Retail investors like us tend to buy the dip halfway up the mountain—looks like a golden opportunity, but it’s actually a meat grinder.
401k entering the market is a big deal, but who knows when it’ll actually happen.
This price is definitely tempting, but I think I’ll wait a bit longer and see.
View OriginalReply0
SnapshotBot
· 16h ago
It’s all because the news has been too chaotic these past couple of days, otherwise the drop wouldn’t have been this harsh.
Wait, has the 401k really opened up? How much of American aunties’ pension funds will enter the market?
Saylor would never sell, I bet he won’t sell in his lifetime, seriously.
80,000 at this price is really tempting, just don’t have any bullets left, haha.
The Fed is secretly injecting liquidity; this round is actually pretty interesting.
I believe the panic has bottomed out, just worried about another round of draining.
Small position ambush +1; if it really hits 75,000, I’ll go all in.
Retail investors have it tough—just following institutions to get a little soup.
This bottom-fishing window is truly rare, only comes around every few months.
This recent crash really stunned everyone—Bitcoin plunged from $120,000 all the way down to just over $80,000, and the community is filled with wailing and panic. But K33 analyst Vetle Lunde recently said, "December will be a turning point," so I’m wondering if this panic is a bit overblown.
Let’s talk about the two things people fear the most. The quantum computing threat? It’s real, but the NIST’s post-quantum cryptography standards won’t actually be deployed until 2035, and today’s quantum tech can’t even touch Bitcoin’s encryption algorithms—basically, it’s a case of crying wolf too many times. As for the MSTR sell-off rumors? Come on, they’re holding 650,000 BTC and sitting on $1.4 billion in cash to cover debt. Saylor’s “never sell” mantra isn’t just talk. Unless the company collapses, there’s no way they’re dumping their bags—this market panic is just people scaring themselves.
But there are two major pieces of news the market seems to be ignoring: 401(k) retirement accounts can now allocate to crypto, which means American retirement funds are about to enter the space—we’re talking hundreds of billions in new capital. And the Fed, even though they’re not saying it outright, quietly injected $13.5 billion in liquidity in December and is even working on building compliant trading platforms. Isn’t that basically a safety net for the market?
At these prices, it’s pure emotional capitulation creating a golden buying opportunity, with no real connection to fundamentals. Looking at the charts, there’s already money starting to bottom-fish around $80k, volume is up, but the selling pressure is clearly narrowing—a classic sign of panic bottoming out. I’ve already opened a small position myself, and if it really drops to $75k, I’m planning to add more. Institutions are quietly accumulating—retail investors shouldn’t get dragged around by fear. Don’t miss out on this year-end window to build your position.