🇺🇸🇻🇪 “LEAVE NOW OR ELSE”: TRUMP GIVES MADURO FINAL WARNING AS TROOPS CLOSE IN
The Trump administration just handed Maduro what looks a lot like his final exit ramp: leave Venezuela immediately, and you get safe passage for yourself, your wife, and your son. That’s not a warning, it’s a countdown. The high-stakes phone call between Washington and Caracas, reportedly brokered by Brazil, Qatar, and Turkey, was meant to defuse the crisis. Instead, it collapsed under the weight of Maduro’s familiar playbook: offer fake reforms while keeping real power. Maduro offered to let the opposition take over the government, but only if he and his inner circle could keep control of the military. In other words, Maduro wanted to stay in charge behind the scenes, while pretending to hand over power. The U.S. saw right through it, and said no. What came next was silence. Maduro called back. The White House didn’t answer. Then Trump took to Truth Social to deliver the message in typical Trump fashion, loud, blunt, and meme-ready: “TO ALL AIRLINES, PILOTS, DRUG DEALERS, AND HUMAN TRAFFICKERS... THE AIRSPACE ABOVE AND SURROUNDING VENEZUELA IS CLOSED.” If that sounds like the prelude to military action, that’s because it is. The legal groundwork is already laid. The State Department just labeled Maduro’s inner circle, the so-called Cartel de los Soles, a Foreign Terrorist Organization. That’s not just branding. It unlocks sweeping legal authority, possibly even under the 2001 Authorization for the Use of Military Force, the same law that’s kept the U.S. in a global war footing since 9/11. And the military buildup? It’s not subtle. The USS Gerald R. Ford, the world’s largest aircraft carrier, is now in the Caribbean, backed by a fleet of destroyers, F-35s, and even a nuclear submarine. Officially it’s “counter-narcotics,” but no one’s fooled, not Caracas, not Wall Street, and certainly not the families of the 7 million Venezuelan refugees watching this unfold. Some in D.C. still hope for a deal. But if there is one, it’s likely going to happen with Maduro on a tarmac, not a Zoom call. Maduro had his moment. Now he has a decision: jet fuel or fireworks. Source: Miami Herald
THIS IS THE REASON WHY WE DIDN’T SEE ALTSEASON YET.
The most reliable altseason indicator just came in and the number isn’t great for now.
The U.S. ISM Manufacturing PMI for November came in at 48.2, below expectations of 49.
That means manufacturing activity is still contracting.
Quick reminder of what ISM PMI actually measures:
It’s a monthly survey of 400+ manufacturing companies, where they answer basic questions like:
➠ Did new orders increase or fall this month? ➠ Is production rising or slowing down? ➠ Are you hiring or cutting staff? ➠ Are supplier deliveries faster or slower? ➠ Are inventories building up or running low?
🇺🇸🇻🇪 TRUMP TO HOST VENEZUELA WAR ROOM IN OVAL OFFICE: SANCTIONS?
Trump is convening his inner circle in the Oval Office tonight, and Venezuela is the main course on the menu.
Defense Secretary Pete Hegseth, Gen. Dan Caine, Secretary of State Marco Rubio, plus Susie Wiles and Stephen Miller, are all expected to be in the room where the pressure gets turned up.
So far, the “strategy” includes strikes on alleged drug vessels, a military buildup in the Caribbean, and a vaguely threatening tweet warning pilots and “criminal networks” to avoid Venezuelan airspace.
The meeting’s agenda? Tighter sanctions, expanded surveillance, and something being called “non-traditional enforcement tools,” which sounds like a euphemism looking for a headline.
The White House insists it’s about restoring order.
🇺🇸 TRUMP ALREADY PICKED JEROME POWELL'S REPLACEMENT, AND HE'S GRINNING EAR-TO-EAR WHEN REPORTERS GUESS KEVIN HASSETT
Caught walking through the halls today, reporters swarmed him:
"Mr. President, have you decided on Powell's replacement?"
Trump, with the biggest shit-eating grin: "I know who I'm gonna pick!"
Reporter yells: "Kevin Hassett?!"
Trump just smiles even wider and keeps walking: "I'm not telling you... We'll be announcing it!"
Then he dropped the hammer: Powell ("Too Late") is finally on his way out, and we're getting the aggressive rate cuts the economy actually needs.
Trump has been hammering Powell for years over slow cuts, and now he's clearly got his guy locked and loaded, someone who will actually slash rates fast instead of moving at glacial Fed speed.
Hassett (former CEA chair, super sharp, total Trump loyalist) is the name everyone’s betting on after that smirk.
Markets are going to go absolutely nuclear when the name drops.
ALTCOINS ARE ENTERING THE SAME SETUP THEY HAD BEFORE THE 2019–2021 RALLY
For the last 4 years, liquidity has been tight. Rates were high, QT was draining the system, and high risk assets struggled. But now the cycle is starting to turn. ✦1) QT ends on December 1st Every time QT has ended, risk assets recovered. The last time this happened in 2019: • Alt-BTC pairs rose 80%-90% • BTC moved down 50%-60% • Even the 2020 crash didn’t erase that strength Once QE began, altcoins entered a long uptrend. The same structure is forming again. ✦2) Phase 1: Altcoins outperform BTC (alt-BTC strength) Over the next 6–8 months, alt-BTC pairs can strengthen like they did in late 2019. This usually happens before USD pairs start moving. ✦3) Phase 2: USD outperformance If macro conditions stay supportive, the next 12–18 months can see alt-USD pairs outperform as well. This is where returns compound: BTC rises → alts outperform BTC → liquidity expands. Historically, this is where altcoins deliver their best performance. ✦4) Macro tailwinds are lining up • Mid-term elections → more stimulus expectations • Possible new Fed leadership → more easing friendly • Rate cuts coming in 2026 • QE is possible if growth slows • Household liquidity improves due to tax benefits • Global liquidity starts rising again This environment always benefits high beta assets first. ✦5) Not every alt will benefit This cycle favors quality altcoins, the ones with: • Real product market fit • Real revenue • Real users • Sustainable business models Narrative only tokens won’t survive a multi-year cycle. ✦6) What this means for the next 2–3 years If this liquidity cycle plays out like past cycles: • Alt-BTC pairs strengthen • Alt-USD pairs rise • High beta assets outperform • Smallcaps and quality alts lead risk-on sentiment • This becomes a multi year move, not a short pump The market isn’t at the end of a cycle. It’s entering the beginning of a new one. ➯ Quality alts + improving liquidity + supportive macro = a strong setup most people overlook until it’s already underway.