RECAP: PANIC SELLING

OCTA: Panic Selling Uncovers New Opportunities

Today’s Nuggets

• The Largest BTC Sell-Off in 2025

• Pure Panic Selling from Retail as CME Open Interest is Flat

• Bitcoin Slips Back into a Thinly Traded Range

• Bybit Reshuffling Assets

• Sept 2025 Bitcoin Options Analysis

• The McRib Indicator

• GameStop Nudged to Go Full BTC

• RWA is Still Winning

• The Importance of NVDA Earnings

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These are the darkest days and this story is about panic selling.

We will look at some on-chain data to try to figure out exactly what if any, silver linings there might be.

How far is the bottom and what are the odds of a bottom? We will also look at the future bets currently in the market.

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Bitcoin has had the worst February so far since 2014.

Historically, February is a great month for Bitcoin and it sucked, so the trend is broken.

There is no sugarcoating; the trend is down and nasty!

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We had the worst February in 11 years, and Bitcoin had the largest Bitcoin sell-off in 2025.

In the last 24 hours, 79,300 Bitcoin were sold at a loss. This is the largest Bitcoin sell-off of 2025.

The question is, who is selling, and who is fearful?

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The Fear and Greed Index has tanked into the extreme fear zone.

We know what that means historically. I have been saying this for a long time: when