let’s be honest. the current sentiment in crypto feels a lot worse than it did after ftx. since 10/10 nothing has really worked the same way.nobody gives a shit anymore. price moves fail almost immediately, participation is negligible, and nothing sustains long enough to rebuild confidence.at the same time, risk appetite is clearly alive elsewhere. capital is piling into mag 7, ai, robotics, and even precious metals that already looks toppish.these trades may seem crowded, but at least they are functional m ...

So crypto had been a leading indicator for for actually most of the last 5 years. But on October 10th, crypto had what I would call Armageddon. You know, a flash event, but it led to a liquidation that was never seen in the 15 years history of Bitcoin. You know, about a third of the market makers went out of business that day.Uh almost 2 million accounts went to zero. Yeah. >> And it was because of a a pricing error, what I would call a glitch.It means crypto represents really a very precise measurement of ...

⚡️ INSIGHT: Fed meets Dec 9–10. A pre-Christmas trim could unlock risk appetite incl. crypto. push yields lower, lift stocks/credit, and add bid to crypto. https://t.co/ysW4yAvrGK ...

Monetary Policy - The Fed is dropping rates, historically leading to increased liquidity and risk appetite [1] Market Outlook - The company expresses a bullish outlook on America and the onchain future [1]

Market Overview & Flows - The bull case for crypto, particularly Bitcoin and Ethereum, is primarily driven by significant inflows observed in the past year, expected to continue [1][2] - ETF flows are identified as the primary catalyst for price movements in both Bitcoin and Ether [2][3] - Digital asset treasuries also contribute to inflows, although their consistency depends on the premium at which their stock is trading above their NAV [2] Correlation & Macroeconomic Factors - Bitcoin's correlation with gold has increased, aligning with its perception as "digital gold" due to its limited supply [3][4] - Equity markets and overall risk appetite remain the primary determinants on the macro side for both Bitcoin and Ethereum [4] Risks & Sentiment - The biggest risk to the bullish forecast for Bitcoin and Ether is a change in sentiment driven by the macroeconomy, particularly a downside in equity risk [5][6] - A downturn in equity markets could reduce inflows and negatively impact prices due to the sentiment-driven nature of Bitcoin and Ethereum [6] Price Targets - The 12-month forecast for Bitcoin is $181,000 and for Ether is $5,400 [5]

Market Trends & Investment Opportunities - Equity market's risk appetite surge may favor momentum-fueled assets, potentially halting gold's rally since November 2022 [1] - Gold's appeal as a safe haven diminishes with rising stock prices driven by optimism and capital flows [1] - Equities signaling economic strength and deflation could create headwinds for gold's extended rally fueled by economic uncertainty and inflation fears [1] Risk Factors & Mitigation - Persistent risk-on sentiment in equity markets could pressure gold's long bullish trend [2] - Gold's role as a portfolio diversifier could limit downside risks if uncertainties linger [2] - Long-term demand from central banks and geopolitical concerns could provide a floor to gold's price [2] Monetary Policy Impact - Federal Reserve's continued focus on rate cuts could limit downside risks for gold [2]