#MyFirstPostOnSquare Bitcoin rebounded from $86,286 → $93,324, up 8% — while the US Bitcoin stock (ABTC) linked to Trump collapsed by nearly 50% during the session before settling at a decline of about 35%.

Two assets that were supposed to "move together"... moved in opposite directions.
And here's the simple truth 👇
🔥 Why Bitcoin rose
Bitcoin rose because macro factors became positive again:
The Fed officially ended its quantitative tightening policy
Markets are now pricing in nearly a 90% chance of a rate cut on December 10
A major investment giant finally opened access to crypto ETFs to millions of users
Nothing changed in Bitcoin's supply...
Nothing changed in the network...
But people became willing to pay more because the overall macro situation changed.
That's how Bitcoin regained its path to $93K.
🔥 Why ABTC collapsed
ABTC's drop had nothing to do with Bitcoin.
The stock saw its first major lockup expiry, leading to a wave of pre-merger and private shares flooding a thin, hype-driven market.
Early investors sold heavily.
Frequent trading halts.
Trading volume 10x the usual.
The stock now sits about 80% below its September peak.
ABTC didn't collapse because of Bitcoin.
It collapsed because massive new supply hit a small market all at once.
🔍 The proxy deal was just a deal
For months, ABTC moved as a "leveraged Bitcoin with a Trump premium."
But when the lockup expired?
Reality set in.
A politically themed mining stock ≠ Bitcoin.
A small-cap stock ≠ an industrial ETF.
A proxy deal ≠ the asset itself.
✅ The bottom line
Bitcoin rose because macro conditions improved.
ABTC collapsed because supply exploded.
Two completely different stories — happened on the same day.
#MyFirstPostOnSquare