All right, we got to start with futures. What do you make of futures turning negative. They were just very slightly higher earlier, but now pretty firmly in the red.>> Yeah, I mean it's not not much to make of it right now. I guess it's a little bit of it's ahead of the Fed meeting today and you know, I I don't really have any kind of don't have any expectation there and I think we're waiting to see. >> All right.Um, looking ahead today, does it matter to you as an investor if we get that hawkish pause that ...

There are multiple factors behind the bullish price movements over the past few days. While sentiment remains uncertain among many traders, today’s FOMC meeting, at which a 25 bps rate cut is expected, will make even the most risk-averse investor bullish on crypto heading into 2026. Right now, the best crypto to buy is likely on the Solana chain, with the SOL ecosystem showing signs of life after a multi-month liquidity drain. Prominent Crypto Twitter trader @TedPillows said yesterday (December 9) that BT ...

Don't quote me on this, but I think that force will be quite strong. So that force may be strong enough to offset the fouryear cycle. Who knows.Uh >> so you're saying next year bull market. >> We may be seeing a super super cycle. So we'll see.Yeah. Uh I'm not sure. >> We'll see.>> Yeah. Um, so, >> and there you guys have, of course, CZ, the founder of Binance, speculating on the fact that the four-year cycle is essentially dead and that we are in a super cycle for crypto. Now, if you guys did watch my prev ...

As of this writing, Dec. 9, the Fed has begun its December meeting and will announce the policy decision tomorrow. It is the last meeting for 2025, and the U.S. central bank is expected to cut rates by 25 basis points, which would be its third consecutive cut. While the inflation number is stubbornly above 2%, which the Fed targets, a cooling labor market builds the case for a cut. Moreover, several leading indicators point to a slowdown in the world’s largest economy, which would mean that Jerome Powell a ...

Federal Reserve and Interest Rates - The market indicates a 90% chance of a rate cut at the upcoming Federal Reserve meeting, a significant shift from a 35% chance just three weeks prior [1][2] - Attention is focused on Chair Powell's comments regarding future rate cuts and the balance sheet, particularly if he reverts to a more cautious stance on inflation [3][4] Oracle Corporation - Oracle's stock has seen a 10% increase in the past week but is down 21% for the quarter, prompting close monitoring of its recovery potential [5] - The company previously announced a substantial revenue deal, but there were concerns about earnings, leading to stock price fluctuations [6][7] - The expected equilibrium price for Oracle's stock is around $255, with a bounce anticipated between $250 and $255 levels [8]

Market Overview - Australian shares are set for their first advance of Week 50, despite the Reserve Bank halting its rate relief cycle and warnings against expecting rate cuts soon [1] - ASX 200 futures indicate a +0.25% rise, while Wall Street has also shown positive movement, although traders remain divided ahead of the Fed's rate decision [2] Economic Indicators - Jerome Powell's potential rate cut in the U.S. is contributing to a more dovish market sentiment, with the S&P 500 approaching all-time highs from October [3] - The ASX is on track to reach three million fund investors by next year, with an additional 411,000 entering the ETF space this year [4] Company News - South32 is considering acquiring the West Musgrave mine from BHP Group, which is divesting most of its nickel assets; Sandfire Resources may also be interested [5] - KKR has reportedly been exploring the option to take Pepper Money private, but a spike in Pepper's value has complicated those plans [5] - Trigg Minerals has received permitting to drill at Antimony Canyon and will begin staging contractors at the site [6] - Wildcat Resources has intercepted mineralization at its Bolt Cutter Central lithium discovery [6] - Tempest is in the process of acquiring the Remorse iron deposit [6] Commodity Prices - The Australian dollar is trading at 66.4 U.S. cents [7] - Iron Ore has decreased by -0.2% to $101.85 per tonne, Brent Crude is down -0.8% to $61.98 per barrel, Gold is priced at $4,215 per ounce, and U.S. natural gas futures have dropped -7% to $4.57 per gigajoule [7]

Core Insights - Bitcoin (BTC) has risen above $94,000, but strategists are cautious about a potential year-end rally due to expectations of a Federal Reserve rate cut and a possible pause in future policy easing [1][2] Market Expectations - The market anticipates a 25 basis point rate reduction from the Federal Reserve at the end of its two-day policy meeting [2] - There are increasing bets that Fed Chair Jerome Powell's remarks post-meeting may indicate a pause in January, as policymakers aim to balance inflation control with a cooling labor market [2] Analyst Perspectives - Investment analyst Nic Puckrin suggests that a hawkish speech from Powell could reduce the chances of a Bitcoin rally, predicting that Bitcoin may end 2025 below $100,000 despite recent purchases by Michael Saylor's Strategy [3][4] - Puckrin believes that a rebound in the crypto market could occur once President Trump announces a replacement for Powell, with Kevin Hassett seen as a favorable candidate for the industry [4] Current Market Conditions - Bitcoin has struggled to recover after a significant drop from its October high of approximately $126,000 [4][8] - Analysts from Compass Point express caution regarding chasing breakouts as Bitcoin trades near the high end of its recent range of $81,000 to $94,000 [5] - Recent buyers of Bitcoin have a cost basis of around $103,000 per token, leading to a tendency to "sell the rip" rather than "buy the dip" when prices fall below this level [6] Yearly Performance - Bitcoin has declined by 2% year-to-date, positioning it for its worst annual performance since the 2022 crypto winter, which saw a loss of over 64% [7] - The token is diverging from stock market performance for the first time since 2014, as the S&P 500 has gained 16% [7]

The crypto market entered December with strong upward momentum, with Bitcoin climbing towards $94,000 and Ethereum nearing $3,250 by late last week, according to a research note from Laser Digital. The rally was fuelled by two key catalysts: Strategy’s purchase of roughly $960 million worth of BTC and anticipation around the Fusaka upgrade scheduled for December 3. However, as those factors passed, bullish sentiment evaporated. Prices quickly reversed during Friday’s U.S. trading session, leading to aggr ...

Core Insights - Bitcoin (BTC) is currently trading above $92,000, but strategists are cautious about the potential for a year-end rally due to rising expectations of a Federal Reserve rate cut [1] - The market anticipates a 25-basis-point rate reduction from the Federal Reserve, with increasing bets on a pause in January [2] - Analysts suggest that a hawkish speech from Fed Chair Jerome Powell could diminish the likelihood of a Bitcoin rally [3] Market Expectations - The Federal Reserve is expected to announce a rate cut at the end of its two-day policy meeting, with investors closely watching Powell's remarks for future policy direction [2] - There is speculation that if Kevin Hassett, viewed as industry-friendly, replaces Powell, it could lead to a market shift from depression to euphoria in 2026 [4] Bitcoin Performance - Bitcoin has struggled recently, having fallen from an October high of approximately $126,000, and is currently near the high end of a recent range of $81,000 to $94,000 [4][5] - The token has declined 2% year-to-date, setting it up for its worst annual performance since the 2022 crypto winter, which saw a 64% drop in value [7] - Bitcoin's performance is diverging from the stock market, with the S&P 500 gaining 16% [7] Investor Sentiment - Analysts note that buyers who purchased Bitcoin in the last six months did so at an average cost basis of around $103,000, leading to a tendency to "sell the rip" rather than "buy the dip" when prices fall below this level [5][6]

Core Insights - The U.S. dollar remains stable as investors await the Federal Reserve's policy announcement and Chair Jerome Powell's comments [1] Group 1: Federal Reserve Rate Expectations - A 25-basis-point rate cut is anticipated with nearly 90% probability, with expectations for two additional cuts next year [2] - Speculation suggests the Fed may adopt a cautious stance regarding further rate cuts, which could negatively impact the U.S. dollar and Treasury yields [2] Group 2: Market Reactions - Any indication from Powell that the Committee is leaning towards a more dovish policy could lead to a decline in both the dollar and long-term yields [3]