Crypto Web3 Today

🚨 BREAKING: 🇺🇸 FED CHAIR POWELL IS STILL SCHEDULED TO GIVE A "BIG" SPEECH DESPITE SHUTDOWN TOMORROW

Markets don’t fear the speech, they fear the signal behind it.

Powell speaking during a shutdown means messaging matters more than policy.

Will he calm markets or test their conviction again?

EXPECT HIGH VOLATILITY!

$NOT
$DF
$DYDX

Someone launched a coin and spent seven hours buying it from… themselves. Waited for others to join, nobody did, then rage-sold it all.

I wonder what that was. A tragic little DeFi drama, or a noble act saving the world from one more shitcoin?

$DOGS
$NOT
$BONK

🇺🇸 Trump says the U.S. economy could generate up to $10 TRILLION in new activity.

Not a promise - but a blueprint for the next macro cycle.

If the liquidity engine fires up,
crypto will be the first market to explode.

A perfect storm is building.

$TRUMP
$SOL
$ZEC

🔥 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.

$BNB

BREAKING: AMD, $AMD, CEO Lisa Su announces that the company will pay a 15% tax on MI308 chip exports to China.

Last night, reports emerged that President Trump is considering allowing Nvidia to sell their H200 chip to China.

This is beginning to sound a lot like the Nvidia and AMD deal with President Trump which was rumored on August 10th.

Under the August 10th rumored deal, Nvidia and AMD could export certain AI chips to China for a 15% tariff.

If the US AI chip market even partially reopens to China, it could be the market's biggest catalyst of the year.

Especially as Nvidia has almost entirely written off their China business in recent guidance.

AI chip policy could change very soon.

$LTC
$ZEN
$BNB

Central banks are ramping up gold purchases:

Global central banks purchased +53 tonnes of gold in October, the most since November 2024.

This marks a +194% jump compared to July, and the 3rd-straight monthly acceleration.

In the first 10 months of the year, central banks have purchased 254 tonnes of gold, on track for the 4th-highest annual purchase this century.

The surge was led by the National Bank of Poland, which re-entered the market in October, buying 16 tonnes of gold.

This pushed its reserves to a record 531 tonnes, or ~26% of their total FX reserves.

Official central bank gold demand is historically high.

$BTC
$ETH
$SOL

We now have:

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

What's the bear case here?

$RED
$TRX
$BTC

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.

And maybe the real bull market starts now!

$BTC
$ETH
$SOL

BREAKING: US initial jobless claims data came in at 191,000

Expectations: 220,000

Yesterday, ADP private payrolls data fell to -32K, which is the largest drop since March 2023.

So despite initial jobless claims data coming lower than expected, the overall labor market is still very weak.

This means Fed will have to do more rate cuts, which is good for markets.

$LTC
$SOL
$ETH

BREAKING: US employers made 71,321 new layoff announcements in November, officially bringing the 2025 total up to 1.17 million layoffs.

This now marks the FIRST year with 1.1+ million job cuts since the pandemic lockdowns in 2020.

American consumers are in trouble.

$TRUMP

With the recent sell off, $BTC fell back to its Summer 2024 lows relative to $GOLD.

BTC was down over 50% relative to hold compared to its 2024 highs.

But it has now traded back down to its Weekly 200MA which is holding as support for the time being.

I would argue that this is a good value area for BTC relative to gold and would be comfortable betting on outperformance from this point. Whether that's due too gold slowing down, or BTC catching up. I just think the value is pretty good, relatively speaking.

$BTC

🔥 Trump-linked American Bitcoin increases its reserves!

American Bitcoin, a company linked to Trump, announced it has added more Bitcoin to its treasury,

bringing its total holdings to:
🏆 4,308 BTC

⚡️ A clear indication of the continued expansion of Bitcoin adoption… especially among those connected to the politically pro-crypto movement.

$BTC
$BCH

JAPAN’S BOND MARKET IS FLASHING A MAJOR WARNING SIGNAL 🚨

Japan’s 30-year bond yield just hit a record 3.43%, the highest ever.

◄ 10 year bond yield is at an 18-year high.
◄ 20 year bond yield is near a 26-year high.

And all of this is happening right after Japan announced a $135B stimulus package, the biggest since Covid.

When a country is printing stimulus and yields are still rising, it means one thing:

👉 The market doesn’t trust the government’s ability to stabilize the economy.

That’s why investors are expecting the BOJ to stay hawkish and continue raising rates. They don’t really have another option left.

This matters because every time BOJ hiked previously, markets reacted violently:

◄ July 2024 hike → global sell-off
◄ January 2025 hike → another dump

If BOJ hikes again in December, the short-term reaction could be similar volatility.

Although in the long-term, everything leads to more printing and currency devaluation which is bullish for BTC and crypto.

$OPEN
$FF
$DOT

UK To HODLers: Congrats, Your Bags Are Now Officially “Property”.

📜 The UK just passed a law saying your coins are legally property, which is great news for anyone who’s ever thought, “I hope my heirs don’t need a Twitter thread to figure out my seed phrase.”
🧑‍⚖️ On the plus side, you can now own, inherit and recover digital assets like any other property; on the minus side, that also means lawyers are going to start asking very pointed questions about your “totally lost” coins.

$BTC
$XRP
$BNB

BlackRock CEO Larry Fink Makes Major Confession as Bitcoin (BTC) Rises!

BlackRock CEO Larry Fink has withdrawn his previous skepticism about Bitcoin (BTC), admitting that his initial view was wrong.

Larry Fink, CEO of BlackRock, the world's largest asset management company managing $12 trillion, made important statements about Bitcoin (BTC).

Larry Fink, who has stated for many years that Bitcoin is not a legitimate asset, has recently been praising BTC.

Speaking at the New York Times' DealBook Summit yesterday, Fink answered questions from journalist Andrew Ross Sorkin about his views on cryptocurrencies and Bitcoin.

Fink has retracted his previous skepticism about Bitcoin, admitting that his initial view was wrong.

Stating that Bitcoin is an important asset for portfolio diversification, Fink compared it to gold.

“My initial perspective on Bitcoin was wrong. I think Bitcoin can be used as a portfolio diversification tool.”

Larry Fink, who later described Bitcoin as a “fear asset,” argued that BTC was an asset that quickly priced in fluctuations in the global geopolitical environment.

Citing its decline during US-China trade tensions as an example, Fink said, “Bitcoin reflects changes in global tensions. This shows how quickly perceptions can change in the cryptocurrency market.”

BlackRock CEO made similar remarks in his previous statements, stating that Bitcoin is an important hedge against fiat currency devaluation and plays the same role as gold.

$BTC

People swear by a 4 year cycle that played out only three times.

Yet they ignore a 200 year old Benner cycle that has been right for generations.

the four year cycle only existed when people though bitcoin could be used as a money. but since people are now realizing that its nothing more than a speculative asset, it follows liquidity cycles like any other speculative asset.

People trust the 4 year cycle because it’s simple.

The Benner cycle is uncomfortable because it forces you to think long term.

This 150-year-old chart predicted:

💥 1929
💥 1999
💥 2007
💥 2020
…decades before they happened.

And its next major signal?

👉 2026 = a peak year
Not doom… a sell-the-top kind of peak.
Stronger than the usual 4-year crypto cycle.

If Benner was right about the last 150 years…
Are we headed for an extended bull run into early 2026? 🤔🔥

$BTC
$ZK
$SOL

The Bank of Japan’s ETF gains are skyrocketing:

The market value of the BoJ’s ETF holdings jumped +18.5% YoY in 6 months, to a record ¥83.2 trillion.

This comes as paper gains on the holdings rose to a record ¥46.0 trillion, driven by the stock market rally.

Unrealized ETF profits in 6 months have already surpassed full-year unrealized gains from fiscal 2023 and 2024.

Additionally, the BoJ’s revenues from ETF dividends surged +18.7% YoY, to ¥1.5 trillion.

In September, the central bank announced it would sell its ETFs at a pace of ¥330 billion per year, a rate that would take over 100 years to liquidate all holdings.

Meanwhile, unrealized losses on its bond portfolio spiked +350% YoY, to ¥32.8 trillion, as bond yields continued to surge.

Japan’s monetary policy is moving in all directions.

$SOL
$ZRO
$TON

🚨 BREAKING

🇺🇸 FED BALANCE SHEET DROPS TODAY AT 4:30 PM ET!

IF BALANCE > $6.52T → ALTS GO PARABOLIC
IF BALANCE = $6.50T-$6.52T → MARKET STAYS FLAT
IF BALANCE < $6.49T → ALTS GET REKT

PRAYING FOR OUR BAGS! 🙏

$XRP
$SUI
$QNT

QT JUST ENDED : WHAT DOES THIS MEAN FOR ALTCOINS?

Altcoins have spent years in a tight compression and accumulation phase, similar to previous cycles that preceded major reversals.

Current charts show price entering key historical support levels that have often signaled strong upside potential.
We’re at a make-or-break moment for the crypto market.

$BTC
$PLUME
$POL

CryptoQuant: Strategy is bracing for a “crypto winter”

CryptoQuant argues that Michael Saylor’s company has switched into defense mode and is preparing for a prolonged BTC bear phase

🟠 Strategy has built a $1.44b USD reserve — the first clear shift in five years from aggressive BTC accumulation toward liquidity
🟠 CQ thinks the bear cycle started back in November, with a worst-case BTC range of $70k–$55k sometime in 2026
🟠 The cash buffer is designed to cover dividends and interest for at least 12 months (target 24+), explicitly pricing in a long sideways or down market
🟠 BTC buying has slowed from 134,000 BTC in November 2024 to just 9,100 BTC in November 2025
🟠 Strategic pivot: Strategy now holds both BTC and USD, and is open to hedging and selective monetisation under stress — the BTC stack is no longer an untouchable “sacred cow”
🟠 Selling BTC is framed as a last resort: at around $92,700 per coin, the new reserve could fund dividends for 3+ years without touching the holdings

$BTC