2025-12-25 22:25:30

Ethereum and Solana have plunged 53% from their peaks, forcing a critical calculation: for every $100k in tax losses investors need to offset, they'd need $200k in notional selling—a brutal math that's reshaping market dynamics heading into year-end. Anyone holding underwater positions since March faces a hard deadline: dump before December 31 or absorb the tax hit. Bitcoin, meanwhile, stays locked in as core holdings while altcoins get selectively trimmed. The recent $180m USDC mint signal adds another layer to the picture—liquidity moves are coming, but the real story remains the tax-driven capitulation forcing investors to choose between harvesting losses now or paying later.

SOL1,35%

BTC1,28%

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LiquidationKing

· 12h ago

ngl, the logic of this tax-loss harvesting is brilliant—losing $100k requires investing $200k to hedge? The selling pressure at the end of this year is really coming.

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SoliditySurvivor

· 13h ago

The end-of-year bottom-fishing wave is coming again. Watch out for the positions where forced selling occurs.

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ApeWithNoChain

· 13h ago

Tax loss harvesting season really drives people crazy, only $200k can offset $100k of losses... Who can handle this math?

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BearMarketSurvivor

· 13h ago

The selling wave driven by tax traps—that's the real story at the end of the year. $200k exchanged for $100k deduction, anyway someone has to take the hit. --- Bitcoin holds firm, altcoins are being slaughtered one after another, the market is speaking through actions—survival is the top priority. --- $180m USDC appears out of nowhere, the liquidity card hasn't been played out yet, but I bet the liquidation has already started this round. --- Those who can't make it past December 31st are already dead; the rest are either true believers or have no choice. --- The loss list is right there—either admit the losses now and cut, or pay off debts during next year's tax season. Neither option is comfortable. --- This move is essentially risk transfer—institutions are clearing their positions, retail investors are forced to follow suit. The battlefield is always like this—some run for their lives, others buy the dip. --- A 50% drop is quite fierce, but that number itself is just a sieve. The real question is: how many people haven't gone bankrupt yet?

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YieldWhisperer

· 13h ago

nah the math here doesn't actually check out... 2:1 selling ratio assumes everyone's liquidating at market prices, which obviously doesn't happen when everyone's doing it simultaneously. seen this exact capitulation pattern before, the TVL numbers always tell a different story than the headline panic

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RektDetective

· 13h ago

Year-end liquidation drama, tax game of who concedes first... Wait, is this 180m USDC really to pave the way for liquidity? Or is it a bait? Should I sell or continue to hold tightly? It's just a gamble. ETH and SOL have fallen so sharply, does anyone still dare to buy the dip?

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