Nicolas Samui
Open Trade
BNB Holder
Occasional Trader
4.8 Years
Créateur de la chaine youtube et de la newsletter "les clefs du marchés" 👉 https://nicolas777.substack.com/
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The Institutional Domino: why the Magnificent 7 might end up stacking Bitcoin!
We may be witnessing the beginning of a silent shift.
Bank of America is leading the way for cryptos.
Vanguard, the temple of financial conservatism, is changing its doctrine and finally listing Bitcoin.
Grayscale predicts a broken cycle and new peaks.
• Bank of America
BoA now allows certain clients to allocate up to 4% of their portfolio to digital assets.
For a bank that spent 10 years repeating that 'Bitcoin has no intrinsic value', this is a total turnaround.
Bank of America is leading the way for cryptos.
Vanguard, the temple of financial conservatism, is changing its doctrine and finally listing Bitcoin.
Grayscale predicts a broken cycle and new peaks.
• Bank of America
BoA now allows certain clients to allocate up to 4% of their portfolio to digital assets.
For a bank that spent 10 years repeating that 'Bitcoin has no intrinsic value', this is a total turnaround.
See original
The market sentiment following the rate cut is mixed.
Markets are relieved in the immediate term with a "hawkish cut" (25 bps as expected), but the ultra-restrictive dot plot (only 1 cut in 2026) and the 3 dissenters dampen the euphoria.
Stocks are moderately up, the 2-year rate is down, the dollar is stable.
Investors are digesting a Fed that is more hawkish than expected, data-dependent, in the face of stubborn inflation and tariff risks.
In the short term: moderate optimism on risky assets. The Fed indicates it will buy $40 billion$ of Treasury bonds and that these purchases will start from December 12.
#FOMC
Markets are relieved in the immediate term with a "hawkish cut" (25 bps as expected), but the ultra-restrictive dot plot (only 1 cut in 2026) and the 3 dissenters dampen the euphoria.
Stocks are moderately up, the 2-year rate is down, the dollar is stable.
Investors are digesting a Fed that is more hawkish than expected, data-dependent, in the face of stubborn inflation and tariff risks.
In the short term: moderate optimism on risky assets. The Fed indicates it will buy $40 billion$ of Treasury bonds and that these purchases will start from December 12.
#FOMC
See original
Key highlights of the December 2025 FOMC decision:
Rate cut:
The Fed has reduced the benchmark rate by 25 basis points, bringing it to a range of 3.50% - 3.75%. This is the third consecutive cut in 2025.
Divided vote:
Decision adopted by 9 votes to 3 dissenting (the largest number since 2019), reflecting disagreements on the priority between employment and inflation.
Future projections (Dot Plot):
Forecast of one additional cut in 2026, then another in 2027, before a long-term rate around 3%. Seven officials do not anticipate any cuts in 2026.
Balance sheet and liquidity:
Announcement of the resumption of Treasury securities purchases to manage reserves; end of balance sheet reduction since December 1.
Economic outlook:
Moderate growth, slowdown in employment, persistent inflation above 2% (influenced by tariff rates). The Fed takes a cautious approach, assessing data on a case-by-case basis.
#FOMC
Rate cut:
The Fed has reduced the benchmark rate by 25 basis points, bringing it to a range of 3.50% - 3.75%. This is the third consecutive cut in 2025.
Divided vote:
Decision adopted by 9 votes to 3 dissenting (the largest number since 2019), reflecting disagreements on the priority between employment and inflation.
Future projections (Dot Plot):
Forecast of one additional cut in 2026, then another in 2027, before a long-term rate around 3%. Seven officials do not anticipate any cuts in 2026.
Balance sheet and liquidity:
Announcement of the resumption of Treasury securities purchases to manage reserves; end of balance sheet reduction since December 1.
Economic outlook:
Moderate growth, slowdown in employment, persistent inflation above 2% (influenced by tariff rates). The Fed takes a cautious approach, assessing data on a case-by-case basis.
#FOMC
See original
Today the #Fed va will give its monetary policy forecasts and will likely lower its rates by 25 basis points.
It will also talk about its balance sheet. This is what the market will be watching.
I have therefore created an infographic to help you understand how the FED's balance sheet works.
Feel free to ask if you have any questions. Subscribe and like this tweet so you don't miss the next ones.
It will also talk about its balance sheet. This is what the market will be watching.
I have therefore created an infographic to help you understand how the FED's balance sheet works.
Feel free to ask if you have any questions. Subscribe and like this tweet so you don't miss the next ones.
See original
Here is why you should take China very seriously in your investments!
China is shocking everyone and preparing a real recovery cycle.
I explain all of this in this video.
Subscribe to my newsletter to not miss any analyses on crypto and finance.
https://nicolas777.substack.com/
#chine #Economie #Exportations #Macro
China is shocking everyone and preparing a real recovery cycle.
I explain all of this in this video.
Subscribe to my newsletter to not miss any analyses on crypto and finance.
https://nicolas777.substack.com/
#chine #Economie #Exportations #Macro
See original
🗓️ To watch this week:
Dec 8–10: release of Chinese data (trade, inflation, monetary)
Dec 9: US report on job openings (JOLTS).
Dec 10: Federal Reserve meeting (FOMC) for rate decision + financial results from Oracle and Adobe.
Dec 11: release of results from Broadcom, among others.
Save to remember.
$BTC
Dec 8–10: release of Chinese data (trade, inflation, monetary)
Dec 9: US report on job openings (JOLTS).
Dec 10: Federal Reserve meeting (FOMC) for rate decision + financial results from Oracle and Adobe.
Dec 11: release of results from Broadcom, among others.
Save to remember.
$BTC
See original
The very first halving of $TAO arrives in a week.
As for the $BTC , the rewards in $TAO will be halved.
In your opinion, what effect could it have on the price?
As for the $BTC , the rewards in $TAO will be halved.
In your opinion, what effect could it have on the price?
See original
ELON MUSK DECLARES WAR ON THE EUROPEAN UNION
A thread to understand the explosive escalation of these last 7 days
ACT I: The bomb of December 5th
120 million euros. That's the fine that the European Commission has just imposed on X (formerly Twitter) for violating the Digital Services Act.
Musk's reaction? A simple word: "Bullshit"
But that was just the beginning of a storm that would shake the internet for 48 hours.
THE EXPLOSION: More than 25 posts in 48 hours
What follows is not just a simple regulatory dispute. It's an ideological declaration of war.
ACT I: The bomb of December 5th
120 million euros. That's the fine that the European Commission has just imposed on X (formerly Twitter) for violating the Digital Services Act.
Musk's reaction? A simple word: "Bullshit"
But that was just the beginning of a storm that would shake the internet for 48 hours.
THE EXPLOSION: More than 25 posts in 48 hours
What follows is not just a simple regulatory dispute. It's an ideological declaration of war.
See original
Buying from $BTC today is like buying gold in 2000.
See original
Larry Fink, CEO of BlackRock, states that sovereign funds are already accumulating Bitcoin as a strategic reserve asset.
Among the notable examples on the list of involved sovereign funds, the one that stands out is the Luxembourg Sovereign Investment Fund (FSIL), which has explicitly allocated 1% of its assets (approximately 7 million euros) to Bitcoin for its national reserve.
$BTC
Among the notable examples on the list of involved sovereign funds, the one that stands out is the Luxembourg Sovereign Investment Fund (FSIL), which has explicitly allocated 1% of its assets (approximately 7 million euros) to Bitcoin for its national reserve.
$BTC
See original
The founder of Binance, CZ, just demolished the gold fanatic Peter Schiff in 30 seconds.
A MUST WATCH!!
A MUST WATCH!!
See original
8 reasons that mark the end of the 4-year cycle for Bitcoin
We are witnessing a historic turning point. For over 15 years, Bitcoin has been trapped in a simple narrative: a halving every four years, a bull run, then a bear market.
But this pattern is starting to crumble, and signals are multiplying at an unprecedented speed.
Jerome Powell himself dropped the phrase that no one was expecting:
“Bitcoin is like gold.”
When the chairman of the Fed officially compares Bitcoin to gold, it is no longer a speculative asset: it is an asset
But this pattern is starting to crumble, and signals are multiplying at an unprecedented speed.
Jerome Powell himself dropped the phrase that no one was expecting:
“Bitcoin is like gold.”
When the chairman of the Fed officially compares Bitcoin to gold, it is no longer a speculative asset: it is an asset
See original
$BTC retrieves the 90k
It's too early to say for sure, but for me, the 80k was indeed the bottom.
The key? The GOLD/BTC ratio
It's too early to say for sure, but for me, the 80k was indeed the bottom.
The key? The GOLD/BTC ratio
See original
I'm going back to the FUDs of this week on the CT :
- BTC made a dead cat bounce → we are heading straight to zero!
- The 4-year cycle is immutable.
- #strategy is about to be destroyed, it's FTX number 2.
- The Japanese carry trade is dead → there is no more liquidity in the crypto market.
- Inflation is about to explode and destroy everything.
- The bursting of the AI bubble will take down $BTC with it.
- Bitcoin is not digital gold, it's just an overvalued technological asset.
- Tether has been insolvent since 2018 but THIS time, it's really collapsing.
- BTC made a dead cat bounce → we are heading straight to zero!
- The 4-year cycle is immutable.
- #strategy is about to be destroyed, it's FTX number 2.
- The Japanese carry trade is dead → there is no more liquidity in the crypto market.
- Inflation is about to explode and destroy everything.
- The bursting of the AI bubble will take down $BTC with it.
- Bitcoin is not digital gold, it's just an overvalued technological asset.
- Tether has been insolvent since 2018 but THIS time, it's really collapsing.
See original
Bitcoin Holdings of the Magnificent 7 :
Alphabet → 0
Amazon → 0
Apple → 0
Meta → 0
Microsoft → 0
NVIDIA → 0
Tesla → 11 509 $BTC
We are early.
Alphabet → 0
Amazon → 0
Apple → 0
Meta → 0
Microsoft → 0
NVIDIA → 0
Tesla → 11 509 $BTC
We are early.
See original
The crypto market is bleeding, everyone swears that $BTC is entering a bear market.
What if Bitcoin is setting a monumental trap?
In the next 3 months, it could BREAK the infamous 4-year cycle that everyone believes is immutable.
Here’s my scenario…
The factors that will decide everything:
- liquidity returning in waves,
- rates preparing something,
- geopolitics ready to flip the market in 48 hours,
- invisible crypto signals for 95% of the market.
Many are looking at the wrong indicators… and are missing the real movement.
Do you want to understand what could really move Bitcoin by March, without spending your evenings sifting through news and charts?
I filter every week.
You save time, you stay clear-headed, and you see movements before they become obvious.
To receive the complete analysis (macro + crypto, clear and actionable), subscribe to my newsletter "The Keys to the Markets".
Link in bio and pinned in the first comment.
What if Bitcoin is setting a monumental trap?
In the next 3 months, it could BREAK the infamous 4-year cycle that everyone believes is immutable.
Here’s my scenario…
The factors that will decide everything:
- liquidity returning in waves,
- rates preparing something,
- geopolitics ready to flip the market in 48 hours,
- invisible crypto signals for 95% of the market.
Many are looking at the wrong indicators… and are missing the real movement.
Do you want to understand what could really move Bitcoin by March, without spending your evenings sifting through news and charts?
I filter every week.
You save time, you stay clear-headed, and you see movements before they become obvious.
To receive the complete analysis (macro + crypto, clear and actionable), subscribe to my newsletter "The Keys to the Markets".
Link in bio and pinned in the first comment.
See original
I see way too many people on X spouting nonsense about how Bitcoin is about to collapse.
Here’s why I am extremely optimistic:
- The US money supply M2 continues to grow each month
- The QT officially ends next week (December 1).
- Several rate cuts already priced in for 2026
- The gold/BTC correlation will only strengthen from now on
→ $BTC embarks on a direct trajectory towards over 140,000.
HODL or stay poor. It’s that simple.
Here’s why I am extremely optimistic:
- The US money supply M2 continues to grow each month
- The QT officially ends next week (December 1).
- Several rate cuts already priced in for 2026
- The gold/BTC correlation will only strengthen from now on
→ $BTC embarks on a direct trajectory towards over 140,000.
HODL or stay poor. It’s that simple.
See original
🟡 Tether, the company behind the USDT stablecoin, has just acquired 116 tons of gold, amounting to 14 billion dollars.
This is more than most countries outside of central banks.
We are talking about a level equivalent to South Korea.
The lines are clearly shifting.
This is more than most countries outside of central banks.
We are talking about a level equivalent to South Korea.
The lines are clearly shifting.
See original
$BTC has just exceeded 90k.
I had suggested that 80k would be the low point, and the market has just confirmed it.
If you want to learn how to read macro, catch the signals that matter, and develop a true investment psychology, my short videos and my newsletter provide the help you need.
The link is in the description of my profile.
I had suggested that 80k would be the low point, and the market has just confirmed it.
If you want to learn how to read macro, catch the signals that matter, and develop a true investment psychology, my short videos and my newsletter provide the help you need.
The link is in the description of my profile.
Bitcoin crash! Why you shouldn't worry! #btc Join my newsletter so you don't panic about the crypto market! Keep calm, click on the link in the comment of the video.
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BTCVSGOLD
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🚨 THE BIG DEBATE: BITCOIN 🆚 TOKENIZED GOLD — CZ vs PETER SCHIFF! 🔥
The clash we all waited for finally happened at Binance Blockchain Week (Dubai) — @CZ and Peter Schiff went head-to-head on the future of money. And the highlights were WILD 👇
I am watching a replay of the livestream "Exclusive LIVE: The Big Debate, Bitcoin VS Tokenized Gold" Binance
🔥 Top Takeaways
✅ CZ: Bitcoin wins with verifiability, digital scarcity, portability, fixed supply, global utility.
✅ Schiff: Tokenized gold is the real deal — “backed by physical metal, not belief.”
✅ Viral moment: CZ’s gold bar demo exposed how hard it is to verify gold instantly… while Bitcoin can be verified on-chain in seconds.
📌 Why It Matters
This debate reignited the Bitcoin vs Gold narrative across markets. Traders are already watching:
• sentiment spikes
• narrative rotations
• tokenized-asset flows
• on-chain behavior
🤔 Quick Trader Notes
• Expect short-term narrative volatility
• Stick to your plan — no emotional trades
• Always DYOR & manage risk
$BTC
$BNB
So tell me…
💬 #TeamBitcoin or #TeamTokenizedGold ?
Drop your pick below!
#BTCVSGOLD •#SoulThunder •#BinanceBlockchainWeek
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