Today, the Fed officially opened the floodgates. Now, we have a lot to talk about. Specifically, we are going to go over exactly what I mean by that statement, and we're also going to go over the time frame in which we should be expecting this to affect the market in a very positive way.Now, right off the rip, I do want to start off by looking at the market cap of crypto. So far we have been hovering just above $3 trillion currently at about $3.15% trillion. Fear and greed back to about roughly 30.This has ...

Group 1 - Coinbase reports a significant increase in global liquidity as December begins, with the probability of a Federal Reserve rate cut rising to 92% by December 4, which may support a rebound in risk assets [1] - The custom global M2 money supply index from Coinbase indicates a recovery trend extending into late 2025, suggesting that a softer dollar environment could enhance broader market momentum [1][3] - The report highlights that Bitcoin fell more than three standard deviations below its 90-day trend in November, while US equities remained closer to their norms, indicating potential undervaluation of Bitcoin [3][4] Group 2 - Long-term holders of Bitcoin exhibited a rare period of coin distribution, and digital asset products traded below net asset value for the first time this year, signaling a potential recovery in December [4] - Analyst Ted Pillows notes that the US 10-year bond yield is poised for its largest weekly gain since June 2025, with yields above 4%, which may not bode well for risk-on assets despite anticipated Fed rate cuts [4] - Data from Altcoin Vector indicates a divergence between stablecoin dominance and altcoin performance, with signs of stablecoin strength fatigue and altcoins holding firm, suggesting a possible market shift back to higher-risk assets once Bitcoin stabilizes [5][6]

Core Insights - The Federal Reserve's decision to end its quantitative tightening program has created uncertainty in the crypto markets, with investors contemplating whether this will lead to a resurgence in Bitcoin's value or a repeat of the downturn seen in 2019 [1][2]. Group 1: Market Reactions - Experts suggest that the Fed's pivot could be beneficial for risk assets like Bitcoin, although it may initially cause volatility before capital flows into higher-yielding investments [2]. - Following a 25 basis points rate cut, traders have reduced expectations for further easing, with Bitcoin funds experiencing outflows of $197.5 million and Ethereum funds $66.2 million [3]. Group 2: Historical Context - Current market conditions bear similarities to 2019, including tariff pressures and political interference, but the crypto landscape today is more mature, potentially amplifying positive outcomes for Bitcoin [4]. - The current interest rate of approximately 4% is significantly higher than the 2.5% rate in 2019, indicating that there is more potential energy in the market that could benefit risk-on assets like Bitcoin if rates decrease [5]. Group 3: Future Outlook - A potential leadership change at the Federal Reserve may accelerate rate cuts, creating a more favorable environment for Bitcoin holders [5]. - Despite the possibility of short-term volatility due to U.S.-China trade tensions, the overall easing cycle is expected to support risk assets [5].

Daily update on $ETH.Still the same squeeze and the same momentum being build up.It's all coming down to the business cycle and the decisions made by the FOMC.If that's progressive for risk-on assets, I think $ETH is ready for a new leg upwards and $5,000+. https://t.co/PeC2mcPhVT ...

BREAKING:MONEY-MARKET FUNDS AUM HAS HIT A NEW ATH OF $7.7 TRILLION.AS THE FED CUT RATES, THIS LIQUIDITY WILL FLOW INTO RISK-ON ASSETS LIKE CRYPTO. https://t.co/AZiVNgYzE7 ...

every major stock market index in the US just made a new ATH off the back of yesterday's rate cut announcement- S&P 500: new ATH- Nasdaq: new ATH- Dow Jones: new ATHthe Russell 2000 index, which represents small-cap stocks and is often one of the biggest risk-on indicators for altseason, also made a new ATH and closed the day up 2.51%. guess when it last made an ATH? 2021, which was ironically the peak of the bull run last cycleliterally everything is pointing to an aggressive melt-up in risk-on assets, esp ...

Market Trends - US 10-year bond yield is decreasing significantly [1] - Lower yield suggests increased borrowing activity [1] - Increased borrowing may lead to substantial liquidity flowing into risk-on assets [1] Investment Opportunities - Bullish outlook for a potential parabolic rally in Q4 [1]