Economic Outlook - The American economy is not overheating, and there are no immediate signs of a hot economy that would lead to significant inflation [1][2] - The Employment Cost Index (ECI) report suggests that inflation is not being driven by a tight labor market [2][3] Federal Reserve Actions - The Federal Reserve announced a mild quantitative easing (QE) program, starting with Treasury bill purchases, which was above market expectations [3][4] - There is a shift from quantitative tightening (QT) to QE, indicating a more accommodative monetary policy [4][11] Inflation and Tariffs - Powell indicated that the effects of tariffs on inflation are temporary, and if no new tariffs are imposed, inflation could decrease in the latter half of next year [5][8] - The recognition that tariff impacts are one-time increases rather than ongoing inflationary pressures is seen as a positive development [10] Employment Data - Powell suggested that payroll numbers may be revised to show slight negative growth, which aligns with recent ADP data [11][12] - The discussions within the Fed are characterized as thoughtful and respectful, reflecting a range of opinions on monetary policy direction [18] Corporate Engagement - President Trump is engaging with CEOs from major companies like IBM and Qualcomm to discuss the impact of AI on the economy, which Powell acknowledged as beneficial [13]

So the Fed is now buying Treasuries again. $40 billion of bills a month...@FTAlphaville covers it well. And with a sense of humor - Sure John LOL. And we have a "new" acronym to learn RMPs - Reserve Management Purchases. The last line of the article is notable.“However, given the stubbornness of the recent repo market volatility, Alphaville would be surprised if the Fed doesn’t unveil a dose of “temporary open market operations” before then — just to make sure Christmas isn’t ruined by an end of year fundin ...

RT Mayne (@Tradermayne)This isn’t QE lol.Ending QT doesn’t mean QE starts, the Fed can just pause and sit neutral.QE is when they buy long-duration assets in size, usually trillions, to push down long-term rates.Right now rates are still high and markets are near ATHs.The last times QE began, rates were at or near 0% and markets were cooked. ...

Group 1 - The Federal Reserve's potential rate drop of 25 basis points is already anticipated and priced in, with a focus on the balance sheet maintenance post-quantitative tightening [2][3] - Private companies are increasingly influencing public market dynamics, shifting the perception of software investments from cash flow machines to utility-like entities [4] - Significant infrastructure investment is required for AI development, with Morgan Stanley estimating a need for approximately $3 trillion over the next five years, half of which will need to come from debt markets [6] Group 2 - Companies like Alphabet are issuing substantial debt, such as $25 billion, partly for AI infrastructure, indicating a trend towards leveraging debt for growth in this sector [5] - Concerns exist regarding the potential for an AI bubble, with some arguing that lowering rates could exacerbate borrowing conditions for companies already able to secure favorable terms [7] - Oracle's financial positioning is under scrutiny, as it hovers near junk status while making significant bets on AI infrastructure, with market reactions reflected in rising credit default swap spreads [10]

ORACLE. THEY'VE ISSUED $108 BILLION IN DEBT THIS YEAR. THAT IS A 500% INCREASE FROM JUST LAST YEAR.AND WITH THE FED ENDING QUANTITATIVE TIGHTENING LAST WEEK MY NEXT GUEST SAYS SIGNALS AROUND WHAT COMES NEXT ARE JUST AS IMPORTANT AS THE POLICY RATE. SOUNDS LIKE OUR EARLIER DISCUSSION LOW TONY IS FOUNDING MANAGING PARTNER AT PLEXO CAPITAL AND A CNBC CONTRIBUTOR. IT'S GOOD TO HAVE YOU HERE.THANKS FOR HAVING ME. SO THE FED, SOME SAY, NEEDS TO MAKE SURE THAT IT DOESN'T FURTHER STOKE AN AI BUBBLE HERE. DO YOU SHA ...

On this episode of Market Sense, we are talking about interest rates and whether this rate cutting cycle could continue in 2026. We also delve into the end of quantitative tightening and how it may impact the bond market. Plus, what's next for Fed and monetary policy as Chair Powell's term ends in May. 02:12 Latest market news 05:03 Market Resiliency 06:54 AI 09:42 Tariffs 12:58 International stocks 14:54 Weaker dollar 17:49 Federal Reserve & interest rates 19:38 Gold rush 21:03 Bitcoin boom or bust? 22:21 ...

Core Insights - BitMine Immersion Technologies has expanded its Ethereum holdings to over 3.86 million ETH, valued at approximately $13.2 billion, and has increased its weekly buying pace by 156% [1][2][3] Group 1: Company Holdings and Strategy - The company's total assets, including crypto, cash, and other investments, amount to about $13.2 billion, comprising 3,864,951 ETH, 193 BTC, a $36 million stake in Eightco Holdings, and roughly $1 billion in cash [2] - BitMine controls more than 3.2% of the circulating ETH supply, making it the largest corporate treasury for Ethereum and the second-largest crypto treasury globally, following Strategy Inc. [4] - The company aims to achieve a 5% ownership stake in the ETH supply, supported by institutional backers such as ARK Invest and Pantera [4] Group 2: Market Activity and Stock Performance - BitMine remains one of the most actively traded US stocks, with an average daily dollar volume of about $1.8 billion, ranking approximately 37th by turnover [5] - On December 8, the stock price increased by over 4%, with volatility rising by 2% from the previous day [5] - Despite experiencing a significant rally earlier in 2025, followed by a pullback, the stock continues to trade at high volumes, indicating strong interest from traders [6] Group 3: Ethereum Market Context - As of December 8, 2025, Ethereum is trading in the $3,050–$3,150 range, down from nearly $4,000 a year ago, but showing slight daily gains [7] - Current ETH price levels provide opportunities for BitMine to optimize operations and strategically position itself for both short-term mining profitability and long-term growth [7]

Hey everyone and thanks for jumping back into the cryptoverse. Today we're going to talk about Bitcoin and we're going to be looking at the onchain risk metric. If you guys like the content, make sure you subscribe to the channel, give the video a thumbs up and check out the sale on into the cryptoverse premium at into the cryptoverse.com. You can get access to this chart via the website. check out the link in the description below or the pinned comment.Let's go ahead and jump in. So, there's a lot of oncha ...

Market Performance - The S&P 500 has increased by 82% over the past three years, despite the Federal Reserve reducing its balance sheet by 27% [1][3] - The current market rally challenges traditional liquidity theories, indicating that factors beyond central bank policies are influencing investor confidence [2][4] Economic Indicators - Corporate bankruptcies are approaching 15-year highs, and consumer delinquencies on credit cards, auto loans, and student debt are rising [7] - The commercial real estate sector is facing challenges due to declining property values and stricter refinancing terms, which are not reflected in major equity indices [8] Sector Performance - Gains in the stock market are concentrated among a few mega-cap technology companies, masking weaknesses in other sectors tied to core economic fundamentals [6] - The performance of equity markets primarily reflects the strength of large firms, while smaller companies and those reliant on credit or discretionary spending are facing headwinds [9] Federal Reserve Dynamics - There is growing skepticism regarding the Federal Reserve's direction and effectiveness, with some investors urging less reliance on Fed commentary for market signals [10]

Group 1 - Coinbase reports a significant increase in global liquidity as December begins, with the probability of a Federal Reserve rate cut rising to 92% by December 4, which may support a rebound in risk assets [1] - The custom global M2 money supply index from Coinbase indicates a recovery trend extending into late 2025, suggesting that a softer dollar environment could enhance broader market momentum [1][3] - The report highlights that Bitcoin fell more than three standard deviations below its 90-day trend in November, while US equities remained closer to their norms, indicating potential undervaluation of Bitcoin [3][4] Group 2 - Long-term holders of Bitcoin exhibited a rare period of coin distribution, and digital asset products traded below net asset value for the first time this year, signaling a potential recovery in December [4] - Analyst Ted Pillows notes that the US 10-year bond yield is poised for its largest weekly gain since June 2025, with yields above 4%, which may not bode well for risk-on assets despite anticipated Fed rate cuts [4] - Data from Altcoin Vector indicates a divergence between stablecoin dominance and altcoin performance, with signs of stablecoin strength fatigue and altcoins holding firm, suggesting a possible market shift back to higher-risk assets once Bitcoin stabilizes [5][6]