🚨CRYPTO WILL SURGE! FED CUTS RATES & ENDING QT!

we had an FMC hearing of course, and fedcher Jerome Powell came out and said that they are continuing to cut rates, and they cut rates by twenty five basis points, so rates are now at four percent. But the big news he said, the FED will end quantitative tightening QT on December first. So from the macro, what have we

seen since November December twenty twenty one. The FED went into quantitative tightening, raising rates, we went into a bear market, and then they started pausing rate hikes, and then the

bullmarket started right and then they started cutting rates. And they've been doing liquidity injections, so kind of a pseudo or stealth QE along the way, liquidity injections from the Treasury and much more so global liquidity has been rising, assets have been rising, and the FED has continue to cut and now we're at the door of the QT ending here, So this is very good. It means that we're headed towards a more easy money cycle and it will make capital cheaper by the cutting rates. And we

know that the FIAT system requires that they continue printing. Now. It doesn't mean that they're going to start money printing in December right as soon as QT ends obviously, right, I think that starts. The full on money printing will start maybe sometime in twenty twenty six. And usually the FED is looking for when something breaks, so whether it's the banks or something, they have a narrative, they have an excuse to step in and start some sort of

full on money printing. But like I said, they've been doing stealth QE and injecting liquidity in different ways, and obviously the other central banks around the world have been doing the same thing. That's why global liquidity has been a leading indicator for this bull market. And all assets are following global liquidity, snocks, crypto, real estate, precious metals right all hitting new all time highs. So this all modes well for assets in the bull market. Continuing, and

today we of course saw a ton of volatility. In fact, Bitcoin pull back even the stock market as well. And it's what I said at the beginning of the week. Any week or day there's an announcement from the Fed, there's going to be tons of volatility. So we have to let the dust settle here. I think next week is when we can really judge what's happening with this market. But the structure is still in place, folks. Nothing has

been invalidated for the bull market. And Bitcoin, despite its volatility and pullbacks and so forth, is still holding key support levels. And you know, we've been sharing multiple data points and factors about what whales are doing based on on chain data. We continue to see crypto companies doing IPOs. We're going to talk a bit about that today. And the stock market has been hitting new highs. And look,

I'm not saying we're gonna pump tomorrow. We could see a big pullback later this week or next week, right before we bottom out and start moving. So the game here is to be patient and to look at the market from a macro perspective. I know a lot of people are getting frustrated right this bullmarket is a bit different. But once you're paying attention to the data and the facts and the macro and the on chain data, you

get to see the full picture. That okay, despite certain movements and the chart and so forth being different, and the delay being caused by the terrors. Remember I've been on record saying since the Terrorff crash of earlier this year, this whole timeline has been shifted, and I've been saying that this bullmarket can continue into twenty twenty six, into

Q one, but we have to get more confirmation. But it's looking that way, because I gave the example many times, bcoin hitting new all time high in August in a period where it's generally selling may go away, but that's because the timeline shifted with the delays, and you know, the Tireff crash and so forth. And then we had the recent twiff dump and some manipulation with some bear shorting with some inside information. But I digress. Things are

still on track here. I'm not bearish, I'm not worried. I think it's just a matter of patience here because the data in the structure is still in place here. So folks, this is once again some good news. We continue to head to the easy money cycle. Now there will be a top of the market. Maybe something blows up. We'll have to wait and see. I don't know. I

don't have a crystal ball. But these factors are signals to the markets, and the markets are forward looking, so folks know that if you're wrapping up QT at some point not too far along, you're going to go back to quantitative easing and the money printing, so that will drive asset prices higher. Folks. This episode is brought to you by Treasure. Treasure makes beautiful hardware wallets that make it easy for you to safely self custody your crypto assets.

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at this news. This is massive MasterCard eyes zero Hash acquisition for nearly two billion dollar bet on stable coins. So you know, just this week we reported about Western Union launching a stable coin on Solana Visa expanding its stable coins to new blockchains. Right, so, all the payment companies, all the credit card companies, all the Wall Street firms are here building. Whether they're tognizing launching stable coins, launching

crypto trading, or custody, they're here. And it's amazing to see the headlines with these big players getting involved in crypto. So MasterCard is in late stage talks to acquire blockchain startup zero hash. We're up to two billion dollars. Fortune reported stable coins tied to fiat currencies are becoming a key focus for global payment flows, with projections suggesting payment

volumes could reach one trillion by twenty thirty. Zero hash specializes in providing stable coin payment infrastructure and raised one hundred and four million dollars led by interactive brokers Morgan Stanley in September. So, folks, the race is on all of these credit card companies and payment companies. They want to integrate stable coins because you all know the benefits instant settlement, faster, cheaper movement of money, and you have

the transparency. You don't have the black box wall garden where nobody can see what's happening. So it's all in the blockchain. And these companies are recognizing they need to launch stable coins or integrate stable coins, and they need to leverage public blockchains as well. Now, don't get me wrong, many of them will use private blockchains internally, but they

have to bridge to public blockchains. Many of them have discovered that they try to bypass the public blockchains by creating the private blockchains, and it didn't work, right because who the hell would trust the wall garden, Right, it's going back to the same centralized problems. But of course they would have a new face, right saying, oh, it's a blockchain, but no, it's not public. So this is incredible. Guys,

look at the adoption that's happening. It's you are on the right side of history if you have been investing in this technology ahead of the masses who are not paying attention to people who are not educated, and that will pay off well for you if you're patient. So you got to be patient. Now. One of the things

I mentioned earlier is we got companies doing IPOs, and no one IPOs in a bear market. Only a fool would do that, right, So this is another macro signal as to why I don't believe the bullmarket's over. So Consensus plans public debut, taps JP Morgan and Goldman Sachs to lead the IPO. What a headline. We know Consensus they work on Meta Mass and Etheroereum of course, and one of the largest crypto companies in the world. Guys, And it's just amazing to see these companies saying we're

ready to go public. And you know, just yesterday I talked about Securitized, the tokenization firm, which you know they're backed by black Rock. They're going public. So it's just amazing. So Consensus, the creator of the Meta mass won it, plans to go public with JP Morgan, Chase and Goldman Sachs leading its ipo. Axios reported the Ethereum developer also backs sharp Link, which this week said it will deploy two hundred million dollars into on chain yield strategies on

linear consensus layer to network. The move follows a wave of crypto firms including Circle, Gemini and Bullish going public this year amid improving US regulatory clarity. Again, do you think they're going public later this year? If the market has tough? Put your thinking cap on right? Also crack in Exchange, they're on the horizon to go public. And

I mentioned securitize. So again, if these big banks are backing these firms to go public, right, do you think these banks are going to say, yeah, let's go public as we enter a bear market and the market's about to crash. Come on, guys, come on right. So this is where you know some of the chart guys who are so hyper focused on charts and don't see the macro market trends and activities. And in addition to on

chain data, they're missing a bigger picture. So you can't just look at one aspect, Like I can't just look at the macro and say, oh, yeah, this is it. No, I have to look at the charts and I have to look at on chain data. And this is why we start off the podcast talking about the FED right and their decisions and how that leads to easy money and more liquidity because that drives asset prices. So I hope you appreciate that I'm giving you the holistic view

and different points of views. And it's important that you not only listen to me, but you do your own research and you also listen to other people, right, It's important to get different points of views. Don't follow me like some cult or something like that, because I'm human and I make mistakes. But I try my best to point you to the facts and the data, not my emotions, not how I'm feeling, and all of that. Right. So, guys, huge news that Consensus is planning to do this and

once again one of the largest companies. This is one I would potentially look to invest sin, you know, from a stock perspective, but in the bear mark not now. I never buy into pumps, guys, because I know there's not gonna be much upside and I'm gonna wait for all these things to crash down and then buy the blood on the streets and wait for the next bull market. So that is my strategy. And speaking of securities, you

know I mentioned they're going to go public. They announced today a new partnership would be and Y Global. We're talking b and Y the bank here, the largest custodian bank in the world and the oldest bank in the United States. Starting with the launch of the token ied AAA CLO fund that will be seated with one hundred million dollars, our seventh fund to exceed that AUM from a Grove finance, it looks like here, let me see I grow finance part of the sky ecosystem. I've not

heard of these, but look at what's happening. I mean, you got the major banks here. It's just incredible. Guys, I'm blown away by this news. The banks here coming in. And yet if you look at crypto, Twitter and some of the retail folks, they are feeling depressed. They are giving up. They're like, this bull market sucks, right. And again, you can't get emotional. I understand that you can feel annoyed,

but you can't let yourself get too emotional. You got to check your emotions to the door, and you got to make sure you look at the data and all the things that are happening here. Guys, and I see a lot of bullish things there, despite short term volatility, despite short term pullbacks and all that, that's just noise. If you look at the macro everything's still on track.

Now look at this news. Germany's AfD urges government to treat bitcoin as a strategic asset. Wow, Germany, I bet they wish they didn't sell off all those bitcoins that they did. I think was it twenty twenty three or twenty twenty four, I can't remember, but man, what a dumb move by the government to do that. If they had just held onto it, they could have formed a

massive strategic reserve. So the German parliament is set to review a motion urging the government to recognize bitcoin as a unique, decentralized digital asset that deserves a strategic approach. Germany's main opposition party, Alternative for Germany AfD, has submitted an official motion to the national parliament, the Bundestag, if I'm saying that right, opposing the overregulation of bitcoin follow

on Tuesday. The motion argues that bitcoin is fundamentally different from other crypto assets and should not fall under the europe wide crypto regulatory framework known as Markets in crypto assets or MECA. Here is a quote. Overregulation of bitcoin service providers and users in the course of national MECA implementations jeopardizes Germany's innovative capacity, financial freedom and digital sovereignty. The motion states, So, folks, I've said it a long

time ago. Any country that bans crypto or goes against it as writing their economic death sentence because the markets, the governments, the economies will all be running on blockchain rails. We're seeing the infrastructure being built out. Yes you have your laggards, Yes you have your naysayers still hanging around here and there, but they're all going to capitulate. And Ben de Knee especially that the banks and the big

traditional players are going all in. And we know those firms they lobby politicians, right, this is how it works, and they'll get the naysayers and the politicians on board. So it's a foregone conclusion. All right, we know where this puck is heading. Guys. Look at this Bitgo expands

institutional custody to Canton Networks native token. Now, if you recall I've been beating the drum on Canton network. Watch this blockchain. It's backed by a ton of banks and Wall Street firms. It's privacy focused, but it's built as a public blockchain, and I told you I'm gonna grab the token for this one. I interviewed the CEO of Digital Asset, that's the name of the company you've all ruse,

and they're building the Canton Network. So I'm waiting for this token to go live and I'll be I'll let you guys know if I take up as I should say so. Digital asset infrastructure company Bitgo has added support for Canton Network or Canton Coin CC that's the ticker the native token of the Canton network, in a move that could make it easier for US institutions to hold

the asset through a qualified custodian. The companies announced the integration on Wednesday, saying it will give banks and asset managers compliant access to a network already processing significant volumes of tokenized real world assets. The partnership introduces cold storage, custody and insurance backed security, and could pave the way for future support of stable coins, token is securities, and

other on chain financial instruments. Now something to mention. Bitco is also another company that is looking to go public. So again, anybody going public in the bear market and when the market's stopped out, so we still got some room to run here, just got to get through the volatility in the chop Look at this news. Brazilian solar

firm to open considers bitcoin mining to obs or surplus power. We've talked a lot about it over the years, guys that energy companies around the globe will start to mine bitcoin to monetize the access and wasted energy, right, and that's going to further boost crypto adoption, secured a network and much more so. Brazilian solar power producer Thopin is exploring a move into bitcoin mining to absorb surplus energy

generated by the country's fast growing renewable sector. The company's CEO to local outlet BN America's Gustavo Ribeiro, who is the CEO of Thopin and its majority owner Pontol Energy, told BN America is the company is considering expanding into bitcoin mining, according to Wednesday report. When asked how Thopin plans to address Brazil's energy oversupply, Ribeiro said the company's

mitigating the issue through diversification. He added that the company is also evaluating solutions such as data centers, and bitcoin mining near the load to absorb locally generated energy. So I think this trend will continue. I think folks are going to look to mind bitcoin across the globe again to monetize that excess or energy that would be wasted. All right, final news item here. Paolo Ardino, CEO of Tether,

today gave an updated graph showing that Tether is now number seventeen as one of the largest holders in US debt you know, sense he treasuries, He says, with one hundred and thirty five billion of US treasuries, Tether is now the seventeenth largest holder of US debt, passing also South Korea, and he says soon Brazil. So Brazil is right ahead of them. So, guys, we're going to see more stable corn companies make this list over time. Now

will all of them make the list? No, and Tether certainly has a large lead, but I think Circle could be next. But look, maybe the banks, you know, like you're Jay Morgan or City and so forth, they launch a stable coin. They've already got a lot of US treasuries and things that they're doing with you know, the US debt and so forth, and they could back that stable cooin, so they could easily pop up on this list. But we are in another Breton Woods moment, folks. This

is pretty incredible stuff. It's mind blowing to see this. And I think part of the tariff war and what Trump is doing is some of the renegotiating with these countries because we're not as reliant or needy of them to hold our treasure treasuries. Right So, Japan right now is the leader, and then the United Kingdom and then China. So China has been on the decline as far as the amount of you know, US debt they've been holding.

So if you understand the whole currency set up and the issuing of debt and other countries holding our debt and so forth, and how that helps the United States and the US dollar, you know, do your research on that and you'll figure out why. The moment that we live in and what's happening with stable coins and tariffs and so forth. It's another Brettonwoods moment, a massive change, and it's incredible. It is incredible what's taking place, folks.

That's the news. Let me know what you think, leave your thoughts and comments, bell all hit the thumbs up button if you appreciated this content, please support it the podcast by subscribing to my free email Loseletter. It is one hundred percent free on substack. Link would be in the description. Check out my book on Amazon it's available in paperback and digital, and my course at Mycrypto course dot com. Folks, thank you for tuning in. I appreciate you all, and I'll talk to you all later