TRUMP'S TARIFFS CHANGED THE CRYPTO BULL MARKET!

let's take a look at the price a bitcoin right now, currently trading at just over one hundred and nine thousand dollars. So the chop continues, and as we've been saying, we have to be patient here. A lot of different things are playing out. We still have some incredibly bullish milestones coming up on the horizon with the FED ending QT, the US government reopening, so more liquidity starts coming in.

You have the Crypto Market Structure Bill passing in the Senate and of course being signed into law by Trump, in addition to the flurry of all coin ETFs on the SEC's desk to be approved, mainly xrpns ETFs. So there's a lot of things on the horizon, but it's very much a boring chop zone and we could see further volatility. I wouldn't be surprised if bitcoin went down and touched one hundred and six thousand dollars. But nevertheless,

it's all part of the process. And when you zoom out, when in down, zoom out, you see we're still in a bull market. We're still holding key support levels. And you know, of course, other factors are things like bitcoin dominance that has not broken down like we've seen in previous bull market cycles. And right now bitcoin dominance is actually on the rise. It's been showing some strength here, so I do believe eventually it's going to roll over.

And here's a couple of analysts have shared their charts, so Wrecked Capital says bitcoin dominance has monthly closed below sixty point two zero percent, which technically continues to solidify

this level as resistance. As a result, bitcoin dominance remains within the fifty seven point sixty eight percent two these sixty point two twenty percent unless bitcoin dominance is able to reclaim sixty point two zero percent as support in the short term, additional consolidation to the downside within the

ranges on the cards or in the cards. So this is where again, patients, right, the market's going to do with thing you're going to see bitcoin dominance rise again, and then I believe it's going to eventually roll over, and that could be the final phase where I think

this bullmarket runs into twenty twenty six. And in fact, today I tweeted out about it where I said the following I said, I'm not sure why many are overlooking the impact that the tariff situation has had on the crypto market timeline since the crash in early twenty twenty five. I've been saying that the prolonged correction after the Q four twenty twenty four rally is going to shift things.

We saw bitcoin hitting new all time high in August, which is unusual, and then we had another tariff surprise from Donald Trump, you know, in October thirteenth. Of course, that was another row block, and I said, I believe this bullmarket will continue into Q one, twenty twenty six. Now that's not my feelings or emotions, but just based on facts. Right, Like I've said many times, I have skin in the game. I want to make money and I don't want to make foolish decisions here, so I'm

looking at the data. Obviously I don't have a crystal ball, but based on the data. I believe the bullmarket thesis highest, the higher probability of pulling out versus a bear market thesis. Right, some other things that I want to highlight here Crypto currently you can check out his channels that he does some great analysis. Gave a great breakdown of Bitcoin's chart showing three possible scenarios. So he says Bitcoin is still above it's fifty week moving average. Therefore the full reset

scenario remains the bull case. Could the cycle be over, of course, but as long as we maintain the macro structure, I still stick with the trend. This is what I've been sharing, right, that the macro structure is still intact. So on his chart that he provided, he had as a final push as the most possible. So that means bitcoin rallies into the end of the year, which takes

us to about one hundred and forty k ish. He has a full reset, which means additional pullback is necessary and there's a prolonged consolidation, but that allows us to go into higher high so higher prices beyond one hundred and fifty. And the third scenario is the unlikely one, which is it's over and we're going to start seeing

collapse into a down trend. Now, until this macrostructure breaks, we can't say that yet, right, but with the full reset scenario that is playing out into twenty twenty six, so that could He says, that's a likely scenario. So let's see, folks again, no one has a crystal ball, and we're going to look at the data and what we have here and try to navigate the market, not be emotional. Right, people are getting very emotional, very depressed. People are out there saying this bull market sucks and

much more. But I think people are so caught up into four years cycle of well, Bitcoin must have topped at this point because it's x amount of days and the other bull markets are X amount of days. But what we've seen in the top has progressively gone out further each cycle. So that's a fact, right, And we have to expect that things are going to be different.

Just look at what happened in twenty twenty one. We had a double peak, right, You had a major top local top in April I believe it was of twenty twenty one. Then later on in the year Bitcoin rally to new highs. So this is where things can be different, and we want to look at different data sets and different factors that have signaled the top, and we're not seeing a lot of them. Yes, there are bearers things on the charts, but we haven't seen all those respective factors.

And of course one of the things we continue to follow is global liquidity. Here macro Investor Rale Powell gave a great update, shared multiple charts and says I usually like to give you a small fragment of global macro Investor when I sit down to write it, as I did with this weekend. Crypto is driven by liquidity. As you know, for total two ees to break higher, you

need liquidity to make new highs. The government shutdown and the TGA that's the Treasury General Account delayed it, but the everything code is in the process by which the debts get monetized, and due to the extension of the debts to five years, the largest part of the liquidity

lies ahead. The liquidity flood is building and the government reopening will be the start of a multi vector liquidity injection from the Treasury General Account to the PBOC balance sheet, from bank reserves to the end of QT and more. Macro is a long game. You need patients for it

to play out. So I'm in full agreement with this, not because it's just rousing it, but because I've done my own research here and going through all these different things and taking the time and going through it with a fine tooth comb to make sure that I fully grasp all these things and what's happening. And folks, again, I still see we are in a bullmarket. Yes, we are in a correction right now. Yes it's boring, Yes

it feels depressing and all that. Right, but stick to the data and let's make sure we're focused on that as our north star, so to speak. And you know, look, Trump and his situation and the tariffs has thrown a

curveballt in this bull market to us. I think we all have to admit that, right that was a black swan event that we saw at the beginning of this year, and we're still experiencing some of it, Like I said, October thirteenth with Trump and you know, the China announcement and then some whale you know, took a massive shorts some insider trading there, I believe, and I think we're still feeling the after effects of that. So we really got to be patient here. But the macro structure is

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some crazy news coming out here about Trump and Cz. We heard recently that Trump pardoned Binance founder Cz. And there's a report saying that he knows Trump said in an interview that he knows nothing about the Binance CZ's pardon. Now there's a bit of a controversy because the clip is from sixty minutes and it seems to be cut off where Trump continued, you know, maybe saying he does know by the part and he just doesn't know Caz personally. And one user posted a clip. I'm not gonna play

it because sixty minutes keeps copywriting me. But he said, Trump said he doesn't know Caz personally, but not about the part in itself. Here's the clip. They appear to cut him off before he finished his answer. And look, this is messy, man, And this is the double edged sort of Donald Trump. Right, And look, I'm an independent, so I don't have a horse here in a race here necessarily that Okay, I'm a Republican or a Democrat,

and I like to call it like it is. I'll criticize anybody who's not doing something right, and I'll praise anybody who's doing things right right. We want to be logical and reasonable, not to be cult followers here. So Trump has been a double edged sort. I told you guys many times I hate the Trump mean cooin like no president, no political officials, should have that. But I'm very thankful for what Trump has done for the crypto market, you know, with regulations and getting the right people in

play and getting rid of Gary Gancer. I'm very happy and thankful for that. But you know, Trump has taken up advantage a bit of this acid class. Let's be real with that meme coin. We're Liberty Financial, and you're just seeing a lot of controversy now which his political opponents are going to use against him, like people buying the world Liberty Financial stable coin and all kinds of stuff. Right,

and it's it's just messy. It's getting so messy now, right, we're past the kind of the honeymoon phase and it's like, man, just pump the brakes, do just let the crypto legislation get through, you know, do do the right thing. Of course, which he has been doing a lot of right things. But I don't think it's Trump per se doing these things. It's his kids. It's Eric and Don Junior. They're the ones, right. I don't think Trump is up looking at meme coins

and all that stuff. It's the kids. But they they're crossing a line in certain places. And you can see Donald Trump is himself is like, yeah, you know, it's just messy, man. So I hope you guys appreciate it. I'm just being candid, right, I'm being very candid here, and some people are gonna get mad at me because they love politicians, don't. I don't worship politicians. Man. Yes, we vote, yes, we picked the candidate we feel his best. But there are people who just worship politicians, and we

shouldn't be doing that. We should hold our up politicians accountable. They're here, they're in office to serve us the people, right. But man, things are getting really messy here. And you know, we talked earlier about the terriff situation and the impact that it has had on the crypto market. So it's again double edged sword here we're dealing with and it's getting messy. Man. Now, speaking of cz Uh, he himself

has been like pumping Astor to token that's built on the finance marchain. So here Astor token goes flying after a SZI reveals two point five million dollar personal mistake, and today he published that he invested, you know more into the aster token, So people are kind of calling him out on it. Look at the end of the day, man, it is what it is. I didn't even know what to say it anymore. This is why I'm just waiting

for this market to run up. I'll take my profits and I'm and you know, whatever happens after that, and you know, with the bear market and so forth, and they let it be, I'll just be backing up the truck buying to dip again, you know, when when it's bloody and everybody's calling crypto scam again. Right, And so I don't hold the asker token. I don't know if any of you do, but this one's you know, close to binance. Of course, Now look at this coin based

mules two billion dollar bv N case startup acquisition and stable coin push man. The acquisitions, the mergers that are happening is incredible. And of course we've got a lot of companies looking to do IPOs, master the card, you know, just this week did a massive acquisition. It's just it's mind blowing to see these things happen. But it signs up a bull market, it signs of a maturing, growing

acid class. And you know, I recently interviewed I believe it was Brandon mobile Hill excuse me, have crossover markets and he said, once the market Structure Bill has passed, the CLARITIAC You're going to see the big banks and many of the old Wall Street firms go buy up a ton of these crypto native firms, startups and so forth, because they have the capital and they want to, you know, take over as much of the market as possible. So

how do you do that quickly? You go make some acquisitions. Right, So, I think we're going to see a lot of M and A, you know, once that Market Structure Bill passes. And this is why I believe, guys, this bull market is not over. There's just so much on the table with that Market Structure Bill and the impact in addition to other factors that I don't believe this thing is

top yet. Now there will be a top, and you know, that could lead us into a recession, you know everything else that's happening, And maybe that is the catalyst for the Fed to go full on Q where they stop printing, because we've seen this story before, right, if the recession gets too bad, they're going to print their way out of it. And this is why we continue to diversify into assets. And while we put our money in crypto, it's the fastest horse in the race as far as assets.

So let me give it to details. So Coinbase, the world's third largest crypto exchange, is continuing its stablecoin push after key legislation in the United States sparked a renewed wave of corporate interest in blockchain based payments. Coin based exchange is reportedly in late stage talks to acquire stable coin infrastructure startup BVNK in a two billion dollar deal. According to a report by Bloomberg. The two billion dollar acquisition is expected to close later this year or early

twenty twenty six, pending due diligence from the exchange. According to an anonymous source, the staplecoin push could bring an additional source of revenue for Coinbase, which primarily relies on cryptocurrency trading fees to generate profits. So Coinbase continues to make massive moves and and in fact, tomorrow morning, I'll be publishing my interview with one of the coin bas reps where we talk about their bitcoin loan product and their Samsung partnership. So stay tuned for that, make sure

you subscribe. And one of the things I said most recently is we heard rumors that coinbase is planning to launch a token on base, which is there a theorem layer two and I said, I'll buy it a token because all the things that are happening here, and you know they're going to build and push a lot of things on base, so you know that's that's something I'm sharing my thoughts, you know, things that I'm thinking about

and doing, and obviously not financial advice. Do your own research, but I'm sharing what I'm doing and obviously i'll let you guys know if I do take a position. All right, final news item here, and I don't want to play

it because there's this video because I'm going to get copy readed. But trust me when I tell you the IMF today put out an explainer on tokenization and it's just blown I'm just once again, I'm blown away. You got the IMF, you got these central banks, you got the Bank of International Settlements and a lot of these global firms and associations teaching people about crypto and blockchain

and tokenization. Man, We've come a far away, a really really far away, and I think all these governments and central banks are ready to adopt blockchain, so now they're educating people about it. Man, so bullish, So you know, if you're bearish, I don't know what you're looking at You got to look at the full picture here, and I'm bullish man. I'm seeing a lot of things here that are positive. So folks, that's the news. Let me know what you think. Leave your thoughts and comments below

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much for tuning in. I appreciate you all, and I'll talk to you all later.