#WhatWillDriveCryptoandStocksNextRebound? đđ
Both markets are falling together, and the reason is the same - INFLATION + FED.
đ VERIFIED DATA - 13 Nov 2026:
BITCOIN: âŒ$68,937
Down -6.53% in 24h, Down -12.37% in 1 Month
YTD: -17.96%
S&P 500: 7,592.40 (-0.35%)
NASDAQ: 25,366.09 (-0.39%)
DOW: 52,297.09 (-0.36%)
10-Year Treasury Yield: 5.10% - 5.13%
đșđž FED & INFLATION - THE REAL REASON:
October CPI: +0.4% (Expected 0.3%)
Core CPI: +0.3% for 3rd straight month (Expected 0.2%)
Fed Target: Only 2%
That is why the Fed is heading for a Rate HIKE on 8-9 December.
Current Rate: 3.75% - 4.00%
A 25 bps hike in December is almost confirmed, chances of a 50 bps hike have also risen to 14%.
đž MONEY IS LEAVING ETFs:
In the last 30 days, -$4.01 BILLION outflow from Crypto ETFs.
Bitcoin ETFs: -$2.17B in 30 days
Ethereum ETFs: -$1.62B in 30 days
$1.44B left BTC ETFs in just 5 days.
When big money exits, there is no rebound.
đ€ AI STOCKS FEAR:
Amazon, Alphabet, Meta, Microsoft, Oracle spent $230 BILLION on AI in Q3, but Cash Flow was only $199B.
That means -$32B Free Cash Flow.
After Nvidia CEO Jensen Huang's exit, Nvidia fell -4.3%, and the whole Nasdaq fell with it.
đ SO WHAT WILL DRIVE THE REBOUND?
1. Fed's LAST Hike in December - According to Binance Research, BTC always bottoms BEFORE the first rate cut, not after. Tightening speed has been slowing since July.
2. ETF Inflows Returning - Until the $1.44B outflow stops, every rebound will be fake.
3. Nvidia Earnings 17 Nov - If AI earnings are strong, Stocks + Crypto will rise together.
4. PPI Data (Today) - If PPI comes in cool, the Fed will get an excuse to pause hikes.
MY TAKE:
This is not a crash, this is a "Healthy Recalibration". The market needs one clear line from the Fed - "No more hikes."
Until that line comes, every move up will face selling.
What do you think?
Will the rebound come from the Fed, or from Nvidia Earnings?
Comment - FED or NVIDIA đ
#WhatWillDriveCryptoandStocksNextRebound #Bitcoin #Stocks #Fed #Crypto #SP500 #Nasdaq #Inflation #Nvidia
_Not financial advice. DYOR._
