Was semi "offline" for a few days. Busy with year end, book, family, etc.
BTC will be fine.
BNB will be fine.
CZ will be fine.
Crypto will be fine.
Happy New Year!
THE FED COULD START QE FROM JANUARY 2026
And that’s the real pivot the market is quietly preparing for.
Everyone is focused on the next rate cut, but stocks are already telling a different story.
The S&P 500 closed right below its all-time high this week. That’s happening even though rates are still restrictive, which means investors are positioning for future liquidity, not today’s conditions.
And that’s where the balance sheet comes in.
The US economy is split right now:
• Households with assets are doing fine because rising stocks boost spending.
• Small businesses and lower income consumers are under pressure from high borrowing costs.
• Layoffs are picking up and credit stress is rising at the bottom end.
Rate cuts alone can’t fix this gap.
Markets want to see what the Fed plans to do with its $6.5T balance sheet after the December 9-10 FOMC meeting.
That’s why expectations for early 2026 matter so much.
Some banks already expect the Fed to start buying around $45B/month in bonds from January 2026. It’s not a QE like 2020, but it acts like early liquidity support.
And markets always move before the announcement, not after.
So here's the current market setup:
• Stocks near record highs
• December rate cut almost certain
• Balance sheet becoming the key policy tool
• Pressure on small businesses building
• Pressure on consumers rising
• Expectations of liquidity expansion forming for 2026
If the Fed hints at the beginning of QE, it could set the tone for the next liquidity cycle.
And historically, once liquidity expectations turn, risk assets lead the move, especially crypto.
December just got major for altcoin traders.
December 5: 24/7 trading goes live for all altcoin monthly futures from Coinbase Derivatives
December 12: New US perpetual-style futures launch for all altcoins
Assets launching:
→ Shiba Inu $SHIB
→ Avalanche $AVA
→ Bitcoin Cash $BCH
→ Cardano $ADA
→ Chainlink $LINK
→ Dogecoin $DOGE
→ Hedera $HBAR
→ Litecoin $LTC
→ Polkadot $DOT
→ SUI $SUI
→ Stellar $XLM
These futures contracts are offered by Coinbase Derivatives and will be available to both retail and institutional traders via approved FCM partners listed on https://t.co/TbTCRmV2L6
🔥 BULLISH: Taiwan's central bank will formally assess holding Bitcoin in its strategic reserves while Sony launches Soneium, an Ethereum L2 "super app" linking users to DeFi.
Is Taiwan about to join the Bitcoin reserve race?
⚡️JUST IN: 🇨🇿The Czech National Bank (CNB) is launching a $1 MILLION pilot digital asset portfolio featuring #Bitcoin, a USD stablecoin, and a tokenized deposit.
FEAR CLICK BAITING:
Many You Tube jockeys, vs old time Radio Disc Jockies….lure you in with “Fear Click Baits.”
They state such predictions as “Bitcoin to crash.” Or “Gold and silver to crash.”
Then they say “ Subscribe to my website.”
How phoney. How fake?”
If the Bitcoin, Ethereum crash…. I will buy more at lower prices.
Why?
The real problem is Fake Money and incompetent leaders… and a national debt in the trillions or quadrillions.
Fact: America is biggest debtor nation in world history.
Stick with real. “F” fake.
Take care.
Love you guys.
*CHINA TOP TRADE NEGOTIATOR: REACHED CONSENSUS WITH US
*CHINA TOP TRADE NEGOTIATOR: TALKED ABOUT TARIFF AND EXPORT CONTROL
*CHINA TOP TRADE NEGOTIATOR: WILL ENHANCE COMMUNICATION WITH US
🇨🇳🇺🇸
Telegram Founder, Pavel Durov on @elonmusk:
"I believe that certain traits that Elon Musk demonstrates, that people criticize about him, are also the sources of his strength, for example, his emotionality is derived from the fact that he cares about issues deeply, and he is willing to start as many wars and as many fights as it takes to change the world in the direction that he thinks is right.
If we are talking about the richest person in the world and the most famous entrepreneur in the world, you have to wonder, how does he motivate himself?
It's one of the main traits of a successful entrepreneur not agreeing with things, and every time somebody like Elon Musk, but there is no somebody like him, it's just Elon. He's unique in the sense that he keeps launching new things, running them in parallel, and he doesn't seem to be stretched too thin."
🔥 TODAY: Trump Jr.-backed Thumzup announces approval of its $10M share repurchase program through Dec. 2026 and currently holds 19,106 $BTC and 7.5 million $DOGE.