Market Trend Analysis - Bitcoin's performance is increasingly tied to the macro environment with each cycle [1] - Bitcoin surges when financial conditions loosen and drops when they tighten, with a 4-6 week lead/lag based on the NFCI financial conditions index [1] - The Fed is expected to end QT in early December, with asset purchases likely to resume soon after [1] - Easing financial conditions are expected to establish a local bottom and initiate higher highs in mid-late December [1] Technical Indicators - Bitcoin is currently oversold across all timeframes [2] - Backtesting 10 years of Bitcoin data against 105 financial indicators reveals a handful of signals predicting BTC 4-6 weeks out [2]

Core Insights - Bitcoin has experienced a significant decline, trading around $87,319, down approximately 4% in the last 24 hours and nearly 13% over the week, following a drop from highs above $103,000 [1] Market Sentiment - The Fear and Greed Index indicates extreme fear at a reading of 11 for the second consecutive week [2] - In the past 24 hours, 221,588 traders were liquidated, totaling $794.11 million, with Bitcoin accounting for $118.47 million of this amount [2] Price Predictions - A Bloomberg analyst warns that Bitcoin could potentially crash to $10,000 if the current market pattern resembles that of 2018, when prices fell from $10,000 to nearly $3,000 [3] - The analyst cites factors such as expanding token supply, late-cycle ETF inflows, and a deteriorating macroeconomic environment as contributing to this potential decline [4] Market Dynamics - The analyst notes a lack of clear catalysts to stop Bitcoin's downward momentum, highlighting rising volatility signals and market fragility [4][5]

Market Trends & Dynamics - CME (芝商所) 现在提供 24/7 全天候交易，这可能会消除 CME 缺口 [1] - 机构投资者正在进入加密货币领域，这与之前的周期非常不同 [2] - Coinbase 对第四季度持乐观态度 [3] Regulatory & Macroeconomic Factors - 行业认为加密货币牛市仍有上涨空间，但对 10 月 10 日的事件后更加谨慎 [3] - 行业仍然看到有弹性的流动性条件、强大的宏观背景和支持性的监管动态 [3]

We had @fejau_inc on the show to reflect on the 'trade after the trade' earlier this year, why this is such an incredibly bullish macro backdrop, and what he's seeing for the rest of Q4 into next year.Great convo for all investors.https://t.co/ZCmi1ZOjd5 ...

Crypto Defies Inauspicious Macro Backdrop https://t.co/f65MXCkqYW ...