Hey everyone and thanks for jumping back into the cryptoverse. Today we're going to talk about why so many people got altcoins wrong this cycle and discuss how we used monetary policy to avoid falling for the alt season narrative. A lot of people sort of viewed my analysis as anti-crypto and whatnot for years, but all I was trying to do was be objective as to why altcoins would spend so many years bleeding to Bitcoin. If you guys like the content, make sure you subscribe to the channel, give the video a thu ...

Core Insights - Rising private healthcare costs are prompting millionaires to reconsider their living locations, as highlighted by Henley & Partners [1] Inflation Concerns - Inflation is a significant concern, with fears that it could spiral out of the Federal Reserve's control by 2026 [2][5] - Recent data indicates that while headline inflation was cooler than expected in November, it remains above the Fed's 2% target [3] Stock Market Observations - The stock market is perceived to be in a bubble, with the "Dr. X's Bubble Detector" indicating all-time high equity prices [3][5] Money Supply Dynamics - The M2 money supply has increased by $3.5 trillion over the past five years, which is viewed as a critical metric for inflation outlook [4] - The Federal Reserve's recent actions, including rate cuts and the cessation of quantitative tightening, are expected to loosen financial conditions, potentially accelerating price growth [6] Factors Contributing to Inflation - Several developments are identified that could exacerbate inflation in the coming year: 1. Fed rate cuts that loosen financial conditions [6] 2. The end of quantitative tightening, which previously aimed to control inflation [6] 3. Easing of lending rules, allowing banks to increase the money supply [7] 4. Increased issuance of T-bills by the US Treasury to fund government deficits, contributing to inflationary pressures [7]

U.S. stock futures rose on Wednesday after Tuesday’s mixed close. Futures of major benchmark indices advanced.November's delayed and distorted jobs report, released on Tuesday, failed to provide clarity, widening the divide among Wall Street economists debating whether the rise to 4.6% unemployment signals a controlled cooling or the start of a “hiring recession.” Meanwhile, the 10-year Treasury bond yielded 4.16% and the two-year bond was at 3.50%. The CME Group's FedWatch tool‘s projections show markets p ...

In crypto news today, a few familiar names are back in the limelight. Fidelity CEO Abigail Johnson said she personally owns BTC and openly called Bitcoin the gold standard. At the same time, as Hal Finney, the creator of Bitcoin, and Satoshi Nakamoto discussions are circulating once again, the current price is still leaving us unsure about what kind of market we are really in. Fidelity has been buying quietly. Over recent months, the firm picked up millions of dollars’ worth of Bitcoin during market weak ...

Hey everyone and thanks for jumping back into the cryptoverse. Today we're going to talk about Bitcoin, a classic case of the bare market blues. If you guys like the content, make sure you subscribe to the channel, give the video a thumbs up, and also check out the sale on Into the Cryptoverse Premium at into the cryptoverse.com. The sale will be ending at the end of the year, so if you do want to lock in the lower rate, make sure you do so before then. I think what we have here is a classic case of the bar ...

Gold pared gains as traders grew cautious on bets of further monetary easing next year after US Federal Reserve officials offered strongly opposing views Friday. Declines in US equities, driven by a selloff in technology shares, also meant some investors may have to exit their positions in metals to cover losses elsewhere. Most Read from Bloomberg Federal Reserve Bank of Cleveland President Beth Hammack said she would prefer interest rates be slightly more restrictive to keep pressure on inflation, whi ...

Core Viewpoint - The investment outlook for 2026 is characterized as a "proud bull" market, focusing on profit growth rather than multiple expansion, particularly in midterm election years which tend to bring more volatility [1]. Market Dynamics - Current market dynamics show small caps at all-time highs while the NASDAQ is lagging, suggesting this may not be a temporary phenomenon but indicative of future market conditions [3][4]. - There is an expectation of increased volatility in the tech and communication services sectors as growth rates are questioned amidst ongoing capital investment buildout [4]. Small Cap Performance - Small caps are gaining traction and have been overweighted since the beginning of the year, with fiscal relief measures such as 100% expensing and lower rates benefiting this segment [5][6]. - The overall sentiment towards small caps is positive, with an overweight position in large cap, midcap, and small cap equities [6]. Federal Reserve Actions - The Federal Reserve's recent liquidity announcement marks a shift from quantitative tightening to increasing liquidity, which is viewed as a risk-on move aimed at stabilizing funding markets [7][8]. - The Fed's proactive measures are expected to support market performance, with a potential adjustment in liquidity levels anticipated [8].

The U.S. Federal Reserve has quietly made a move that markets have not seen in years and one that could have major consequences for risk assets like cryptocurrencies. With quantitative tightening (QT) now officially over, the Fed has confirmed it will begin buying around $40 billion worth of short-term U.S. Treasury bills every month. Fed officials say the move is merely “technical,” meant to keep the financial system running smoothly. But history shows that when the Fed starts adding money back into th ...

Demand for XRP exchange-traded funds shows no signs of ebbing. Spot ETFs backed by the Ripple-linked crypto have attracted $954 million in investment since Canary Capital’s blockbuster November debut, SoSoValue data shows. That is triple the $293 million in Solana products over the same window. By contrast, Bitcoin ETFs saw $2.5 billion in selling, while Ethereum ETFs also bled $471 million, DefiLlama data shows. ETFs are “significant flow machines,” Hyunsu Jung, CEO of treasury firm Hyperion DeFi, to ...

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]