All eyes on Powell. Bitcoin chops sideways. DATs collapse. Liquidity turns. This week’s live stream breaks down the biggest stories driving the crypto markets and what to watch heading into the FOMC meeting. We look at the market’s reaction to macro data, why Digital Asset Treasuries are collapsing, and the single biggest factor that could decide next year’s market direction: global liquidity. Plus: Louis with TA, portfolio competition, tweets of the week, top performers, and major dates for your diary. ~~~ ...

Unless you've been living under a rock, you'll know the US government just wrapped up its longest shutdown in history. During that time, the crypto market tanked and spot Bitcoin ETFs, saw some of their biggest outflows ever. What's surprising, though, is that several spot altcoin ETFs, especially the newer ones, apparently didn't see a single day of net outflows.That's why today we're taking a closer look at these new spot altcoin ETFs to see whether their resilience signals potential altcoin outperformanc ...

Gold's rally to record highs has been one of the biggest recent stories in finance. But during that rally, unbeknownst to many, leading stable coin issuer Tether has turned into one of the biggest gold whales on the planet. Tether has been stacking bullion like a mid-tier central bank. No, literally. Per addestation reports, its holdings rival the reserves of central banks like those of South Korea or Hungary. So, how much gold has Tether actually bought? What is Tether planning to do with all of this gold? ...

Ethereum Upgrade & Technology - Fusaka upgrade, including peer data availability sampling (peer DAS), significantly improves Ethereum's scaling capabilities by reducing data download requirements for validators by approximately 875% (8x efficiency gain) [6][7][8][9] - Blob parameter only forks (BO) will gradually increase data space supply, potentially reducing layer 2 fees by 40% to 95%, making sub-cent transactions more common [9][10][11] - EIP7918 establishes a minimum price for blobs, ensuring Ethereum captures value as layer 2 solutions scale [13] Institutional Investment & Market Dynamics - Ethereum futures volume on the Chicago Mercantile Exchange (CME) has surpassed Bitcoin futures volume, indicating increased institutional activity and rotation into ETH [19] - Institutions are showing interest in Ethereum options, with implied volatility exceeding 60%, signaling potential price movement and opportunity [21] - Potential approval of staking ETFs in 2026 could attract significant institutional investment, positioning Ethereum as a "digital real estate" asset generating yield [26][27] Market Analysis & Price Targets - Ethereum/Bitcoin ratio is at a historical support level of around 0032, with technical indicators suggesting a potential bullish reversal [27][28] - Standard Chartered has revised its ETH price targets, projecting $75000 by the end of 2025 and $25000 per ETH by 2028 [30] - VanEck's base case for 2030 is $22000 per coin, representing approximately 600% upside from current levels [31] Risks & Competition - Fragmentation across layer 2 solutions creates user experience challenges, potentially lagging behind competitors like Solana [36] - Macroeconomic factors, including Federal Reserve meetings, recession fears, and Treasury yields, pose risks to Ethereum's price [37][38] - Regulatory uncertainties surrounding staking rewards and KYC requirements for validators could negatively impact the staking economy [39] - Solana poses a competitive threat with faster, cheaper transactions and a better user experience, potentially capturing market share if Ethereum fails to scale effectively [32][33]

For years, they were the fortress of traditional finance. The gatekeepers who looked at Bitcoin and sneered. While Black Rockck, Fidelity, and practically everyone else on Wall Street was scrambling to build crypto products, this 11 trillion giant stood firm.They blocked you from buying Bitcoin ETFs. They told you crypto had quote no intrinsic value. They effectively told 50 million clients that if they wanted digital assets, they could go take a hike.Well, guess what. They just blinked. In a move that has ...

For the last 5 years, one company has been the main character of Bitcoin. They've bought billions of dollars worth of BTC. They've become the largest corporate holder in history, stacking over 3% of the entire supply, and their main man has become the de facto spokesman for institutional adoption.There is no second best. Famous for his laser eyes and his promise to never ever sell. Yes, I am of course talking about Strategy, the company formerly known as Micro Strategy.But what happens if the main character ...

Market Analysis - Bitcoin experienced volatility in December due to a sharp macro shock triggering a market-wide selloff [1] - Rising Japanese bond yields and yen strength contributed to the Bitcoin crash [1] - Cascading liquidations and weak support amplified the dip into a flash crash [1] Macroeconomic Factors - The market is influenced by upcoming PCE data, rate-cut expectations, the ending of Quantitative Tightening (QT), and Coinbase premium flipping positive [1] Layer-1 Debate - Discussion around Monad's controversial launch and the risks associated with low float, questioning the necessity of another Layer-1 blockchain [1] Key Indicators - Analysis of CME outage, institutional news, top performers, and Technical Analysis (TA) [1]

Many people think that crypto has no real utility and that prices depend purely on speculation, but that couldn't be further from the truth. Dozens of crypto projects are generating billions in fees. And recently, a load of them announced that they'll use that revenue to buy back their own tokens.That's not just utility. That is a built-in catalyst for potential price appreciation. That's why in today's video, we're breaking down which projects are planning on buying back their tokens and what that could me ...

Market Analysis - Bitcoin crashed from six figures to the low 80K range, ETF inflows have stalled, DATs are wobbling, and altcoins are experiencing significant losses [1] - The discussion explores whether the current market situation is a true Bitcoin bear market or a brutal reset before the next upward movement [1] - True Market Mean is explained around 82K as a support level [1] - The analysis covers the potential death of altcoin season, the Zcash marketing pump, and the future of privacy coins [1] On-Chain Analysis - The discussion dives into realized cap, ETF cost bases, and OG whale distribution [1] - Key on-chain signals are examined to determine if the market is in a bear phase [1] - OG whale selling is contrasted with ETF demand, indicating a major rotation in the market [1] Future Outlook - The potential for institutional and sovereign buyers to enter the market by 2026 is considered [1] - The macro outlook into 2026 includes discussions on liquidity cycles and elections [1] - The conversation addresses the quantum-computing threat to Bitcoin, assessing whether it is realistic or overblown [1]

The smartest traders in the world don't trade prices. They trade stories. I mean, think about it.How many times have you seen a project with incredible technology, a doxed team, and a perfect road map absolutely flatline. Meanwhile, a token with a picture of a dog wearing a hat, or a ticker that sounds like a sneeze pulls a 100x in a week. It's frustrating, I know, and it's perplexing.And for all of those trying to apply traditional valuation models to crypto, it's downright maddening. But here is the bruta ...