📉 BTC: -$194.64 million 📉 ETH: -$41.57 million 🟩 SOL: +$4.59 million 🟩 XRP: +$12.84 million
⚡️ The shift in institutional sentiment continues… with declining interest in Bitcoin and Ethereum yesterday, while buying into Solana and XRP increased.
BlackRock’s iShares Bitcoin Trust just posted its longest run of weekly outflows since launching in January 2024. Investors pulled more than $2.7 BILLION from the fund.
even after five outflow weeks, IBIT still manages over $71B in assets after nearly touching $100B at its peak, and another ~$113M left Thursday, putting it on track for a sixth straight week of redemptions as BTC sits ~27% off highs.
A rapid surge in ZEC's market capitalization from $6.3 billion to $6.7 billion in a very short time forced short sellers to cover their positions, resulting in:
💥 $710 million in short liquidation in just one hour!
🔴Multiple sources are now circulating rumours that the Bank of Japan is expected to raise interest rates in December, potentially bringing them to the highest level in 30 years.
According to these reports, the BOJ is likely to hike rates by 25 basis points to 0.75% at its 19 December meeting – the highest level since 1995. Recent comments from Governor Ueda have led markets to price in roughly a 90% probability that the decision to hike is effectively “sealed”, especially as the economic outlook has improved on the back of strong corporate profits and expectations of wage growth.
The BOJ still describes this as a move away from ultra-easy policy rather than outright tightening, but signals it could continue raising rates if incoming data supports it. This scenario is putting upward pressure on the yen, as markets are seen as not fully pricing in the next phase of the BOJ’s rate-hike cycle.
A statement from Kevin Hassett is shaking the markets.
The leading candidate for the Federal Reserve chairmanship hints that an interest rate cut could happen next week… and market expectations are already pricing in a 90% probability of a 25-basis-point cut!
⬅️ Why is this important?
Because any move towards easing monetary policy means one thing:
🔺 US stocks: Stronger upward momentum
🔺 Crypto and high-risk assets: An ideal environment for any potential price rally
Next week… could be very different. 🚀
Do you think the market has priced in the next rate cut?
Solana Phone Drops A Token… And An Unfixable Exploit.
📲 Solana’s Seeker ships with SKR token, guardians, dApp store and all the Web3 buzzwords, so your phone can finally farm governance while you scroll. 😬 Tiny catch: Ledger says the Dimensity 7300 chip has a built-in hardware hole that lets someone with your phone in hand basically own it - and your keys - in minutes, no software patch possible.
🔥 CZ WON THE BITCOIN DEBATE IN LESS THAN A MINUTE.
CZ pulled out a gold bar during the Bitcoin v. Gold debate and asked Peter Schiff to verify if it was real. Schiff was unable to verify it without having extra tools.
CZ seized the moment to push the point that Bitcoin transactions are verified instantly, on the blockchain— while gold still struggles with basic authentication.
1. The biggest technological boom since the internet 2. Ongoing Fed interest rate cuts into the AI boom 3. Trump's impending new Fed Chair announcement 4. $700B+ in annual technology CapEx 5. The end of Quantitative Tightening (QT) 6. Widespread deregulation initiatives by SEC 7. The most market-conscious US President ever 8. $2+ trillion in annual deficit spending 9. 13% YoY earnings growth in the S&P 500 10. The return of global fiscal stimulus
THE 4-YEAR CYCLE WAS A LIE! THE REAL BULL MARKET ONLY STARTS NOW!
Even though the Bitcoin top happened exactly at the end of the “4-year cycle”, the data shows it was a lie and that there was another driver that coincidentally lined up at exactly the same time!
The uncomfortable truth in the data is that the halving didn’t drive the last 3 bull markets. It only lined up perfectly with the real driver: global liquidity expansion.
See the chart below.
2013: Fed QE 2017: ECB, BOJ & China pumping 2020: The biggest QE in history Bitcoin followed liquidity, not the halving clock.
Every time there was a global liquidity surge, the economy expanded, and this flowed into crypto!
The one metric that exposes this clearly: PMI. PMI < 50 = contraction PMI > 50 = recovery PMI > 55 = Bitcoin liftoff PMI > 60 = altcoin mania
That sequence matched every bull market.
The reason this cycle was so disappointing is that this cycle broke the pattern. The halving happened… Liquidity didn’t. PMI never recovered. The Fed was still draining money through QT.
That’s why 2025 was messy; the liquidity cycle never started.
But, this is all changing!
QT ended Rates going down Liquidity turning PMI bottoming Institutions flowing in via ETFs + DATS
And historically, we’ve never entered a bear market while liquidity is expanding.
So maybe the 4-year cycle didn’t “break.” Maybe it never existed to begin with; it just happened to overlap with the liquidity cycle.