My Gold prediction:
July → Complacency
August → Anxiety
September → Denial
October → Panic
November → Capitulation
December → Disbelief
Gold already followed the first part of the cycle.
Everything is going according to plan.
I've studied macro for 10 years and called almost every major market top, including the October BTC ATH.
Follow and turn notifications on.
I'll post the warning BEFORE it hits the headlines.
I think #ALT / #BTC pairs will continue to head down into the end of the year. Remember, last cycle, ALT / BTC pairs capitulated and found a low about 1 month after QT ended.
While everyone is discussing whether this is QE, Not QE-QE, or NOT QE at all… and trying to guess if this will send Bitcoin to new highs, I’ve been explaining that this is precisely NOT the liquidity injection people are expecting.
If you want to call it QE because the Fed will technically add new liquidity into the system… fine.
But understand this: it has nothing to do with the previous periods of real Turbo QE (like during Covid), when the Fed was injecting $800 billion per month.
What was announced yesterday is a short-term liquidity measure ($40bn/month) designed to manage reserves (RMO) and stabilize the monetary system.
I was surprised at first because I only expected the Fed to buy up to 2-year bills, but purchases will go up to 3-year. Still, this will not move the needle. It is more of a supportive type of liquidity injection.
REAL QE is when the Fed buys coupons (long-term), and buys a lot of them.
That is what frees up balance-sheet capacity in the private sector and drives meaningful flows into financial assets.
This is sadly not Lambo QE. More like my Uber is 7 minutes away QE
So my take on $BTC hasn't really changed much. Perhaps we dip into a lower low to test April's low, and I will buy. Most probably, I will start accumulating on every opportunity, and perhaps take less profits on each bounce.
QE isn’t the next stop.
Historically, the sequence is end QT → rate cuts → rule tweaks → crisis → QE.
We’re only at the first steps now.
Real QE doesn’t arrive during routine pullbacks. It arrives when something breaks.
History makes it very clear:
Nov 2008 (QE1): Lehman collapse, credit markets froze
Nov 2010 (QE2): Deflation risk, 9%+ unemployment
Sept 2012 (QE3): Recovery too weak to stand alone
Mar 2020 (QE4): COVID shut down the global economy
So if you’re positioning for QE, you’re also positioning for the drawdown that forces it.
Survive THAT and you could be rewarded.
#Gold Update
My buying average is $4070 and I'm going to use that level as support.
If I see signs of weakness around this level, I will close my long position.
So far, #Silver is the one to follow.
In any case, I'll be insterested to jump in again at 3-Day + Weekly support level.
🧐 Chuyện ngược đời:
Đồng USD suy yếu -> Giá tài sản giảm?
Report của @Globalflows đưa ra một quan điểm rất ngược đời: 12 tháng tới có thể biến động còn lớn hơn 2022 hay COVID, và cú sốc đến từ việc đồng USD suy yếu.
📌 Lý do:
Nhiều năm qua, Mỹ nhập hàng của cả thế giới và trả bằng USD. Các nước lại dùng số USD đó mua tài sản Mỹ. Dòng tiền quay vòng quá lâu đã khiến dòng vốn ngoại dồn vào Mỹ ở mức cực lớn.
Kết quả: định giá S&P500 cao bất thường, giống kiểu bong bóng hình thành do cấu trúc dòng tiền – chứ không phải do doanh nghiệp tăng trưởng mạnh.
🎯 Vấn đề nằm ở chỗ:
Nhà đầu tư nước ngoài không chỉ nhìn vào giá cổ phiếu mà còn nhìn tỷ giá. Nếu cổ phiếu Mỹ giảm còn đồng USD cũng giảm, họ bị mất vốn kép và sẽ nhanh chóng rút vốn. Cú rút vốn này là điểm yếu giống kiểu “mồi lửa” của khủng hoảng 2008.
Các yếu tố sắp tới khiến đồng USD suy yếu:
- Chính quyền Trump theo đuổi mục tiêu làm yếu đồng USD để phục vụ chiến lược thương mại và cạnh tranh với Trung Quốc.
- Lãnh đạo mới của Fed được kỳ vọng sẽ nới lỏng dòng tiền để hỗ trợ mục tiêu đó.
👉 Tóm lại:
Thị trường đang chủ quan. Mọi người nghĩ USD yếu thì giá tài sản rủi ro sẽ tăng, nhưng đồng USD yếu lại khiến dòng vốn ngoại rút khỏi Mỹ, kéo theo chứng khoán giảm và ảnh hưởng lan sang crypto.
Anh em nghĩ sao về góc nhìn này?
✍️ Qing
🚨 ALTCOIN SEASON STARTING SOON?
@benjamincowen shared a chart showing ALT/BTC pairs bottomed at 0.25 the last time QT ended.
With QT ending tomorrow (Dec 1), a move toward 0.25 could mark the start of the next major #altcoin rally.
$BTC - I’m sorry Bitcoiners, but this isn’t looking great.
The fact that Bitcoin keeps struggling around the same price level as in January this year is not a great sign of strength.
As a trend trader, you want to see higher highs and higher lows forming, and we’ve had that since the bull market started in early 2023.
But each rally from the 50-Week EMA has been weaker, showing clear signs of trend exhaustion.
Of course, we still have 10 days until the monthly candle closes… but if it closes red, it could form a bearish engulfing candle, and the next likely target would be the major support zone in the 75k–85k range.
A break below the 50-Week EMA would confirm that scenario.
However, if Bitcoin continues moving sideways within this compressed range and keeps finding support around 100k–105k, I’d turn bullish again.
I am going to keep buying dips, and still holding a spot bag.. But I decided to take a big chunk of profits in the last couple of weeks..
I'll get back in when there is a more clear direction.
#Bitcoin #Crypto
$HHT @HHTToken
TAKE : Crypto market will top in Q4 2025.
Until then, I abide by this tier list for different reward and risk levels.
High 🟥
$PROPC $RIO $OCTA $DIONE
$SAL $PROPS $NCDT $SPECT
Medium 🟧
$CPOOL $QUBIC $CKB $CGPT
$KTA $NEURAL $ORAI $ANYONE
Medium To Low 🟨
$TAI $ALGO $AKT $INJ
$ZBCN $RENDER $NEAR $TEL
Low 🟩
$SUI $KAS $HBAR $SEI
$TAO $LINK $VET $ONDO
Whilst upside potential looks tempting with the ones above, the green ones provide you the much needed stability.
The tier list is based on :
➝ The price strength shown by these Altcoins during the previous downtrend in Q1.
➝ How much prices are down from their ATHs.
➝ Potential of their Altcoin narratives.
➝ Recent developments and updates.
➝ Roadmap analysis and communities.
Would you change anything in this tier list?
👇
🤦♂️ Everyone’s watching $TOTAL 3 or $BTC.D to predict altseason.
They’re looking at the wrong chart.
This ratio👇
(TOTAL3 - $USDT) / $BTC is where real alpha lives.
It’s flashing the same signal as 2018 & 2021…
right before altcoins exploded.
Let me show you 🧵
#Ethereum is the best crypto to buy right now🧠
$ETH hasn’t pumped like the others.
But the fundamentals haven’t changed and neither has my conviction.
Here’s my updated timeline and price target 🧵👇
Updating this
#BTC dominance goes back over 60% ✅
Market sells off / #ETH goes home ✅
Fed ends QT ⌛️
Market Rallies
Macro Gets Worse later in year
Recession (typical midterm year bear market in 2026)
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Today, an ambitious proposal was published for voting on the Cronos POS governance forum.
The community is invited to vote on a bold plan to restore Cronos' Golden Age, with a massive investment allocated to support Cronos Roadmap (incl. its ETF) and America’s ambition to become the World Capital of crypto. To support this goal, the Cronos Strategic Reserve will be established, via a reversal of the February 2021 token burn.
The Strategic Reserve will be subject to a new 5 year lockup, on top of the 5 years lockup that has already passed since CRO's original issuance on Ethereum, bringing the total vesting period to 10 years.
Read the blog post to learn more: https://t.co/LrpDSnGa4i
2025 Roadmap — January update:
✅ 5 out of 6 Q1 items delivered
✅ Institutional custody launched ahead of schedule
✅ 2 NEW products built: Crypto Baskets and Sports Contracts
We’re just getting started.