Say I’m doom postingOr fear mongeringWhatever you wanna call it.What I am ACTUALLY trying to do is convince myself to continue to wait on deploying capital into risk on assets.There will be short term trades…But the reality is clear.Lower before higher across the board. ...

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]