With gold sliding, volatility spiking, and credit teetering, current market action reflects something far more serious than sector rotation. According to Oz, this is not a simple pullback or correction — it’s an episode of forced liquidity withdrawal. One where investors sell whatever they can, not what they want to.

As of April 7, 2025, the only asset showing stability under this stress is Bitcoin — not because it is rallying, but because it is surviving. In the context of broad-based volatility and liquidity strain, mere survival signals structural strength.