Bitcoin rebounded directly from the position of 83000 to above 93000 with a leap, boosted by the Bank of Japan's hawkish stance, regaining morale and repeating the rebound script before the Federal Reserve's interest rate cuts.

It is highly likely to benefit from the Federal Reserve's official cessation of balance sheet reduction on December 1st. This specifically refers to stopping the active reduction of the balance sheet and rolling over maturing government bonds and MBS, which means reinvesting, this move will prevent market liquidity from further decreasing and strongly support the prices of various assets, especially risk assets like Bitcoin.

Because at 3 a.m. on December 3rd, Trump shouted that a significant statement would be announced, with mainly three things worth mentioning.

Firstly, it has threatened to possibly launch ground strikes against Venezuela. Any country that sells drugs to the US will be hit. Back then it was anti-terrorism; now it’s a drug sweep. Those who trade gold and silver particularly like this.

Secondly, they evaluated 10 candidates, and there is only one person left for the Federal Reserve chair position, but the announcement will have to wait until early 2026. The market expects it is highly likely to be the dove, Hasset. If it really is Hasset, all markets will go crazy.

Thirdly, after witnessing Sleepy Joe, I stayed up until 3 AM to witness Sleepy Donald.

Next, the core focus is the Federal Reserve's interest rate decision at 3 AM Beijing time on December 11. If they cut rates, then there will be a good week ahead.

From now on, focus on the Japanese interest rate decision on December 19. Recently, the Bank of Japan has released hawkish signals. If they raise interest rates in December, the significant short-term narrowing of interest rate differentials will lead to concentrated unwinding of carry trades, which will be a major negative factor for both Bitcoin and US stocks.

Currently, the market predicts a more than 70% probability of Japan lowering interest rates. However, logically, the probability of the Bank of Japan delaying the rate cut in December is still quite high, as it would be absurd to directly squeeze in a rate cut alongside the Federal Reserve. The Americans' Christmas tree might not stand stable.

If the Bank of Japan delays raising interest rates, then the snot slug and US stocks will have a nice 'Christmas rally'.

Pray, boys.

This is the logic; there cannot be a definitive script for price movements. When variables change, the script will change along with it. If you cannot understand this, it is recommended not to play, as the amoeba cannot handle the predatory capital market.

Above all, keep an eye on Lao Xu for possibly ongoing updates.

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