Market Events & Financial Crisis - The market peaked in early 2000 and dropped approximately 30% within months [1] - Major financial institutions faced collapse, triggered by housing market sell-offs that spread to unrelated sectors [3] - The Fed implemented quantitative easing (QE) three times, restarting after less than a decade due to the COVID-19 pandemic [4] - COVID-19 pandemic caused market plunges of 20% to 30% in about 5 and a half weeks [5] - Headline inflation rates peaked at 9%, the highest in the modern era [6] Market Dynamics & Investment Trends - Individual investors drive the majority of activity in U S public equity markets by 2025, impacting prices and valuations [7] - Discussions of bubbles are resurfacing, with concerns about an AI bubble similar to the tech bubble of 2000 [8] - The US spent approximately $8 trillion on wars on terrorism, leading to budget deficits [9] - Since 2020, large budget deficits and wealth gaps have been monetized, leading to leveraging up of assets in private equity and venture capital markets [15][14] - Geopolitical conflicts necessitate a shift from consumer-based to directed economies, emphasizing infrastructure and energy development [18] Global Economic Factors - Developed countries, including Europe, the United States, and China, face declining populations, while the Global South experiences growing populations and migration linked to climate change [22] - A successful country requires education, productivity, financial resources, and avoidance of internal and international conflicts [26]

Core Viewpoint - The altcoin market is currently struggling, but there is potential for recovery driven by Federal Reserve monetary policy changes, particularly through the Reserve Management Purchases program, which could lead to increased demand for Bitcoin and altcoins [1][3][7]. Group 1: Market Conditions - The altcoin market has faced significant challenges, with a notable liquidation event on October 10 that resulted in the loss of over $19 billion [4]. - Retail traders have largely exited the market, contributing to the decline in altcoin performance, as they previously rotated profits from Bitcoin into altcoins [5]. - Hedge fund investors have been withdrawing capital due to poor returns in October, exacerbating the selling pressure on altcoins [3][4]. Group 2: Federal Reserve Influence - The Federal Reserve's new Reserve Management Purchases program is expected to inject $40 billion a month into the economy, which could mimic quantitative easing and potentially drive Bitcoin prices to $200,000 by March [1][7]. - This increase in money supply is anticipated to create demand for leverage and synthetic dollars, which could aid in the recovery of the altcoin market [3][7]. Group 3: Investment Strategy - Investors are encouraged to take advantage of the current market conditions by selectively investing in undervalued altcoins, as the market is expected to heal over time [2][3]. - The focus should be on understanding how exchanges operate and managing capital wisely during this recovery phase [2].

"Is the Fed doing QE?""If this isn't QE, what is it?""What impact will this have on equities, gold, and Bitcoin?"Had the chance to speak with @LawrenceLepard about all of these questions and more.Give it a watch 👇Horizon (@JoinHorizon):“Gold leads, Bitcoin follows, and it follows harder.” – @LawrenceLepard– Why the Fed’s RMP is still money printing– How the four-year cycle is breaking down– When bitcoin could hit $250kWatch the latest episode of Over The Horizon ↓ https://t.co/Dg1HBgEFJk ...

or you know the geniuses are right and uh everything starts to take off as soon as we get a massive amount of quantitative easing. money printer goes on and the businesses start to fly and then all of a sudden we have a big you know another blowoff we have a blowoff top of 2026 and we go above 125k at that point I'll be selling and uh uh little new plan will have to be used but if that is true and we go above 125k to like 150 200k that's great for Hey. ...

Joining us now with more on that China and maybe even a little touch of Venezuela is Kyle Bass, founder and CIO at Haymon Capital Management. Kyle, I hope you're ready because we got a lot of things that we want to hit with you. Are you ready. >> I'm ready.>> Let's do this. All right, let's kick things off maybe with the Federal Reserve. Obviously, you're very well known for subprime years ago.Some people suggest the Federal Reserve is making a policy mistake by keeping rates too high for too long. What say ...

Quantitative easing is back, baby. Feds announced now that they are going to restart balance sheet expansion. They're going to do $40 billion in monthly Treasury bill buys.So, now that we know QE is coming back and it's going to be fun, what will happen to asset prices. This liquidity wave, it's called, it makes borrowing cheaper. It boosts confidence and it raises demand across all of financial markets.The biggest beneficiaries of QE are almost always risk assets. Stocks, they tend to rise because future e ...

Hello everyone, QE is back. We are starting to print money in this country starting today. We then are going to talk about what's going on with Bitcoin and liquidations and the Trump gold card. Everybody wants one. It's the hottest product out on the street. We're live today from the desk of Anthony Pompiano. Before we get into today's episode, I need your help. We got like 41,000 of you that have all hit the subscribe button, but you you sitting at home, you didn't hit it yet. What are you doing? Hit the s ...

Group 1 - Gold prices experienced a decline as traders became cautious about further monetary easing after conflicting views from US Federal Reserve officials [1] - The selloff in US equities, particularly in technology shares, led some investors to exit positions in metals to cover losses [1] - Treasury 30-year bond yields rose following policymakers' remarks, causing bullion prices to drop by as much as 0.5% before recovering some losses [3] Group 2 - Federal Reserve Bank of Cleveland President Beth Hammack and Kansas City Fed President Jeff Schmid expressed a preference for slightly more restrictive interest rates to combat high inflation, with Schmid dissenting against the recent rate cut [2] - The Federal Reserve announced plans to purchase $40 billion of Treasury bills per month starting December 12, signaling potential easing ahead [5] - There is ongoing debate regarding the effectiveness of the Fed's reserve management purchases program as a form of quantitative easing [6] Group 3 - Silver prices retreated from an all-time high above $64, influenced by inflows into exchange-traded funds and tightness in the physical market [7] - The iShares Silver Trust (SLV) saw total call open interest reach its highest level since 2021, while total put open interest also hit a record [7] - The cost of buying calls relative to puts has surged to a years-long high, indicating increased market activity and speculation [7]

QE starts today.Plan accordingly. ...

The Federal Reserve cuts rates by 25 basis points, but it's not just what the Federal Reserve did. It's what Jerome Pal said. What Jerome Pal says at these meetings tends [music] to move markets.And what did he say. So, I don't think that a rate hike is anybody's base case at this point. And I'm not hearing that.What you see is um some people feel we should stop here. Some people feel like we should cut once or more this year and next year. And this is where we start [music] quantitative easing, QE, but the ...