CipherX

What else a Bullish market looks like 🔥 $TAO

Silver is the next gold

Copper is the next silver

Gold already ran on monetary fear

Silver is now catching the same bid, but with industrial demand added on top

And copper sits one step behind both quietly absorbing demand from electrification, AI data centers, EVs, and grid expansion.

This is how commodity cycles rotate.

First the store of value.

Then the hybrid metal.

Then the industrial backbone.

Happy New year Crypto FAM ❤️

No Rate Cuts in January ‼️

FOMC minutes confirm no interest rate cuts are expected in January.

Rates remain restrictive

Liquidity stays tight

Position accordingly.

Grayscale files S-1 for $TAO

Grayscale has submitted an S-1 registration to the SEC for the Grayscale Bittensor Trust

Signaling potential institutional access to TAO through a regulated structure

What chart says 👇

TAO continues to sit near a key demand zone and I’m buying more here setting the targets all above 500$

While long-term narratives around AI + decentralized compute quietly strengthen

Watching structure

Watching adoption.

$SOL 👀

Superb Day🔥

Federal Reserve just injected $25.9 billion into the economy 🇺🇸

This isn’t random.

Liquidity injections ease funding stress and quietly support risk assets.

When liquidity expands, markets usually shift from defense to positioning.

Crypto tends to react faster once this capital starts circulating

We are preparing for a massively bullish 2026.

I don’t usually stop to look back but this one actually made me pause 👇

#Binance just dropped its 2025 Year in Review and seeing the full picture of my year in crypto

▸ the activity
▸ the shifts
▸ the learning curve

It all hit differently than I expected.

You forget how much happens over 12 months when you’re always focused on the next move

Some decisions worked.

Some didn’t.

But every phase taught me something.

If you’ve been active on Binance this year, I genuinely recommend checking your #2025withBinance report

It’s not about flexing results it’s about understanding your journey and how your mindset evolved

Crypto isn’t a straight line

Growth rarely is

Take a look at your report reflect on your own story and carry those lessons forward into 2026

💛

🤝🔥

GMM $ETH

THIS WEEK’S MACRO -
QUICK TAKE 🚨

• Fed Meeting Minutes (Tuesday) → biggest mover for crypto

• Jobless Claims → can shift rate expectations fast

• Thin liquidity on Thursday (US markets closed) → exaggerated moves possible

• PMI data → confirms or rejects slowdown narrative

Zoom out and look at leadership in 2025 👇

Capital has rewarded hard assets and traditional growth while digital assets have gone quiet

That divergence is unusual not because crypto must always outperform but because it usually reacts earlier to liquidity and risk shifts not later

When an asset class that thrives on speculation, leverage and liquidity stays muted while everything else trends higher, it tells you one of two things:

Either

• The market is pricing in a risk that hasn’t been publicly acknowledged yet

OR

• positioning has been systematically reduced, setting up a future imbalance

Markets rarely stay this asymmetrical for long.

They resolve through information or reallocation.

Right now, crypto isn’t confirming strength but it also isn’t behaving like a structurally dead market.

That tension is the signal.

BTC and ETH trading volumes declined by approximately 70% 🚨

Major altcoins recorded similar volume contractions

Price action remains relatively stable despite reduced participation

Indicates a broad slowdown in market activity rather than directional conviction

The Federal Reserve injects $2.5B into the banking system 👇

Small number on the surface but the signal matters

Liquidity stress doesn’t announce itself loudly it shows up quietly through repo operations like this.

This is why I keep a close eye on liquidity flows, not headlines

When liquidity starts creeping back in risk assets pay attention.

Early signs matter more than big announcements.

Ethereum’s 2026 upgrade cycle is starting to feel real 🚨

Validators moving toward ZK-proofs is exactly why I’m bullish on $ETH

It sets the foundation for exponential scaling and a realistic path to ~10,000 TPS without compromising decentralization.

No hype

Just long-term execution.

Four all-time highs are already on the board

Gold at record levels

Silver at record levels

S&P 500 at record levels

Global liquidity at record levels.

Only one major asset class hasn’t caught up yet

▸ $BTC

Bitcoin and crypto are still trading below what this liquidity regime historically justifies

When liquidity expands capital doesn’t move everywhere at once.

It rotates.

First into safe assets.
Then into equities.

And eventually into the most reflexive assets in the system.

Crypto sits at the far end of that curve.

Same money supply.
Same excess liquidity.
Very different pricing.

That gap doesn’t stay open forever.

Something important is happening beneath the surface 👇

A broad basket of commodities is moving higher simultaneously, something that statistically occurs less than 5% of the time outside of stress regimes

Gold is acting defensive

Copper is acting late-cycle

Energy is being bid despite slowing demand indicators

That combination doesn’t show up during acceleration phases

The last three times capital behaved this way

• Early 2000
• Mid-2007
• Late-2019

Equity markets stayed calm for months after the signal

What changed wasn’t inflation or supply constraints it was risk tolerance.

When real assets absorb capital across the board, it means portfolios are being re-positioned for fragility, not expansion

Bond volatility stays elevated.

Growth expectations compress.

Liquidity starts to matter more than earnings.

Macro data will lag this move, as it always does.

Price is the signal.
Everything else is commentary.

BREAKING 🚨

Donald Trump is set to announce the new Federal Reserve Chair in the first week of January 2026

Markets are already connecting the dots.

BABY things 🔥

$ETH