A whale has three open longs totaling $730 million.
He believes the market will move upward shortly. He is extremely confident.

Trump wants interest rates at 1% or below.
And he already has the candidates to make it happen: Warsh or Hassett.
One of these two will be the next Fed President.
Impact on crypto?
Total Win-Win. Bullish no matter how you look at it.
If Hassett wins: Open faucet. Aggressive rate cuts, immediate massive liquidity. Direct fuel for Bitcoin and the sector.
If Warsh wins: Structural option. Critic of CBDCs that fully validates the thesis of solid Bitcoin money.
Whoever it is, Trump’s mandate wants the same thing: cheap money.
Both scenarios benefit the sector through different channels, but both ar

The most important cost basis zone is at $102,500.
Until Bitcoin recovers that level and establishes itself above, any excuse will be good to see:
- Rapid declines
- Sharp recoveries
- Strong resistance hits
This volatility and ease of retracement won't be resolved until we surpass $102k.
In the meantime, we are building a bottom. Slow, heavy, with sideways ranges and tough resistances to break through.
I believe we'll see a very interesting Q1 2026.

Why are we falling if yesterday we had the most bullish FED meeting since 2021?
Here's a simple summary:
1- The whales have been in for days. The 25 basis point cut was almost certain (95% probability) and in the end, it was the typical sell the news. They bought at lows of 80k, took profit when the news came out, and that's it. Simple market nature.
2- Powell didn't help much. He created uncertainty with the possibility of future cuts. Now the market only prices in a reduction in 2026, and the rest will depend on whether the labor market remains weak and how inflation turns out. Not well rece

This makes me want to go short on MAG 7.
But on the other hand, we have Michael Burry shorting with his Substack.
It's like the train situation... Does pregnant beat elderly?
We'll see.

Today we have a rate decision + FOMC press conference.
The 25 basis point decrease is already priced into BTC. What matters is not today's cut, but Powell's tone and any signals about future cuts in 2026.
If the market perceives a hawkish message = possible dump.
I will keep updating any news.

Altcoin volume has plummeted. Nobody wants to buy.
And to me, this shows that there’s an opportunity.
I find it interesting to start buying with a view toward Q1 2026, but only in altcoins I have conviction in.
When there’s no interest and nobody wants to buy, those are usually the best times to do so.

This table was created many years ago. And the truth is that it has been quite accurate in marking market timings historically.
According to this table, 2026 will be a great year with high prices and a time to sell assets of all kinds.
We'll see if it continues to be right.

COMPLETE CRYPTO ANALYSIS 👇
End of the correction?
Bitcoin:
There was an attempt to break the previous high, but momentum was lost and a correction is starting. The first point of the correction was to target the previous best price zone. That area has already been reached.
If we use Fibonacci on the engulfing candle and set it at 50%, one of the most interesting first levels to look for a bounce would be 89,106.
The price will likely seek out that zone (89,000-88,000) to then break the high with strength and target 98,000.
Probable scenario: over the weekend, Monday, or Tuesday, see those 89,

In the short term, $BTC is at a strong resistance level that we have already tested four times without being able to break it.
This time could be the one, because a lot of liquidity has accumulated above.
That squeeze could push $BTC toward the 98-100k zone.
This is exactly what we have been anticipating and working on in the club this week.

Rate cut practically confirmed for December.
The ADP data came out spectacularly bad. And in the current context, bad employment data is good for the market.
Why? Because it increases the likelihood that the Fed will cut rates next week.