$BTC - 1W
We've reached a second supplementary zone for the red sequence, whose target has still not been hit, but we noticed attempts around $120k.
What I think is that this zone will be difficult to break.
(Thread🧵) ⤵️
$btc $eth
The falling FED balance sheet (down to $6.53T) sucked liquidity out, making alts & stocks go RED this week.
QT tightening hit hard riskoff vibes everywhere.
QT ends Dec 1 and government shutdown is OVER today.
All This means more liquidity can flow back in.
1/ $BTC $ETH $SOL #crpyto
To understand the current crypto market situation, you need to look at the future of liquidity. Will we have more liquidity or less? Here are some facts: The FED ends QT on December 1st. That will release more liquidity. The US government shutdown is blocking the flow of liquidity. They will soon find a solution, because it affects not only the markets but also the paychecks for government workers. Those are the two known things. Other catalysts that are not yet clear: an interest rate cut in December. Also, the end of QT will make us think about QE. These are all things about liquidity... And because the crypto market has always depended on liquidity, not just on timing... I think after this correction, there will be a rebound to ATH for BTC, or at least a stabilization of prices. But not necessarily in Q4 2025. The delay in liquidity might only hit the market in Q1 2026
🚨 Stablecoins hit a new ATH!🔥
According to The Defiant, the total stablecoin market cap just crossed $280B, up 65% YoY. 🚀
🔹 USDT (Tether): ~$164B
🔹 USDC (Circle): ~$65B
🔹 USDe (Ethena): >$12B
#Crypto#Stablecoins#Bitcoin#Ethereum