Market Outlook - Arthur Hayes suggests capital preservation until stealth QE begins [1] - Expect market volatility, especially until the US government shutdown concludes, contributing to crypto market softness [1] - The four-year cycle anniversary of Bitcoin's 2021 all-time high may lead to misinterpretations of market weakness and potential selling [1]

"Hallelujah" is an essay that describes how the Fed's Standing Repo Facility will usher in stealth QE.https://t.co/wsBC4zrqFg https://t.co/c0HqUvxtPW ...

If you are scared, read this.In the first few days of November 2024, Bitcoin dumped from $71k to $66k, and everyone said the market was done, but then $BTC pumped 60% from $66k to $108k in just 45 days.From Nov 4th 2024 to Dec 15th 2024, ETH pumped 75%, and the altcoin market cap jumped 138%, sending many alts 5x-10x in less than 2 months.So this tells you the market only needs 45 days to give explosive parabolic returns.Today we are at the same spot, Nov just started and we are dumping.But all the data is ...

Market Analysis - The market is unlikely to experience an "everything rally" similar to the 2020-21 alt season due to the current era of fiscal dominance [1] - Select altcoins might experience valuation increases, but this is considered difficult given the current economic environment [1] - The current environment differs from 2020-21 due to central banks not engaging in quantitative easing (QE) and maintaining high interest rates [2] Economic Factors - During 2020-21, near-zero interest rates, massive QE, and cash handouts injected broad-based liquidity, causing a Cantillon effect where financial markets and asset holders saw price surges [1] - Today's fiscal spending is targeted at reindustrialization and infrastructure to outgrow debt and reduce the debt-to-GDP ratio [2] - Fiscal dominance involves fiscal policy setting the tone, with the central bank accommodating, but without creating base money in the same broad sense as QE [3] Investment Strategy - Fiscal-driven capital expenditure (capex) cycles affect real economy investment, leading to dispersion instead of "everything up" [4] - Sectors, commodities, and store of value assets like gold and Bitcoin may perform well, along with stablecoins as an escape valve amid capital controls [4] - Altcoins, which rely on central bank-induced excess liquidity, may lag or fail to participate fully [4] Future Outlook - An "alt season" like 2021 is unlikely unless central banks pivot back to aggressive monetary easing [4] - The market is in a "wait and see" mode to observe future developments [4]

RT Milk Road (@MilkRoadDaily)The Crypto Bull Run No One Is Ready For w/ @CryptoHayes$250K $BTC by year-end? Arthur still believes it.Why? The Fed just admitted QT is ending.Liquidity is coming back fast.QE is around the corner. This is just getting started.Tune in to know more⏱ TIME POINTS ⏱00:00 – Intro02:23 – Arthur on the Crash05:24 – Why the Crypto Market Collapsed12:02 – What Liquidations Say About Alts14:36 – How to Prep for Black Swan Events16:05 – Nexo16:38 – Figure Markets17:13 – Arthur’s Macro Bul ...

🇺🇸 The Fed will start QE soonParabolic run is comingIgnore the news, Trust the data. https://t.co/UhgtoksEit ...

Banksters got the hint led by the Grand Master Jamie Dimon, time to create credit and lend to US industry. More dollars, more $BTC number go up! QE 4 Poor People in action. https://t.co/dBI4fuiDoT ...

Market Trends & Monetary Policy - The FED is expected to implement two more rate cuts in 2025 [1] - Quantitative easing (QE) money printing is anticipated to resume soon [1] Fiscal Policy & Economic Stimulus - A $2,000 stimulus plan is reportedly being considered [1] Cryptocurrency Market - Trillions of dollars are projected to flow into the cryptocurrency market [1] - Over 30 Altcoin ETFs have been filed with the SEC [1] - Altcoins are predicted to experience significant growth, with potential increases of 10x to 50x [1]

Mark, let's find out what top of mind for you. We're working towards a Fed meeting. Of course, markets seem pretty peaceful with that still on the horizon, but you're spotting some dollar softness that you're putting down to the to the migrant story. We'll be back to talking about steepness and dollar softness on the back of that then. We very much are talking about that.I think one of the problems going into this week's Fed meeting, which is what everyone is eyeing, is that the trades have already played o ...

The reversal is looking better every single day. When we are looking at the market right now on the daily, it doesn't look all that good because we still have a lot of old coins that are down like XDC, HAR, Onondo, XLM, and many others. However, we are still seeing a big bounce across the board for a few old coins.And we're seeing still Ethereum and Bitcoin trying to bounce back from the lows as well. Uh, currently speaking, Bitcoin hovering around almost 112K still. Ethereum around 4,400.XRP around $2.84% ...