CZ just tweeted, listing five reasons why BTC is falling. But he completely omitted the most crucial one. He listed factors such as funds chasing the Anthropic IPO, ETF outflows, security panic, interest rate hike expectations, and policy uncertainty. He conspicuously omitted the fact that Nvidia's $530.5 billion guarantee system is deleveraging. This is the embryonic form of AI subprime. In the past, Nvidia used its own credit to guarantee cash-strapped data centers, engaging in revolving financing, artificially inflating AI valuations. With Huang Renxun gone, the credit anchor is gone, and the chain is beginning to break. In the first nine months of 2026, the capital expenditures of the five largest US stock market giants have already exceeded their operating cash flow. Four of the seven giants will see negative free cash flow this year. AI expansion is no longer relying on profits, but entirely on debt. The correlation between BTC and the Nasdaq is between 0.6 and 0.8. If the financing chain for AI infrastructure collapses, global liquidity will instantly contract. Loans of 62,000, 60,000, or even 58,000 could be wiped out in an instant by a credit shock. CZ didn't mention this, probably because he didn't want to trigger greater panic. But you need to know this. Therefore, don't rush to buy the dip. Hold onto your wallet and wait for this bomb to explode.