Bull Case
🚨WRESBAL (the reserve balances of commercial banks held at the Fed) dropped another $21B this week, to $3,160B. WRESBAL outflows will accelerate when the Fed starts cutting rates next week. [$3tn are about to flood markets and go risk on, BTFD!]
🚨Goldman: Major central banks are cutting rates from their cycle peak, but yields are still rising.
This is what happens when you cut rates with high inflation, the liquidity freed up from Central Banks doesn't go to buy Treasuries but flows into gold, bitcoin and riskier assets down the risk curve to hedge against inflation.
[The inflation hedge trade is about to send crypto ballistic, BTFD before everything blows up!]
This is what happens when you cut rates with high inflation, the liquidity freed up from Central Banks doesn't go to buy Treasuries but flows into gold, bitcoin and riskier assets down the risk curve to hedge against inflation.
[The inflation hedge trade is about to send crypto ballistic, BTFD before everything blows up!]
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Bull Case
Altseason Index is at 20. Historically, levels this low have signaled strong buying opportunities for altcoins.
🚨Altseason Index: 78.
Days above 75 (current streak): 2 days
Average alt season streak: 17 days
Longest alt season streak: 117 days
[Alt season has just begun, BTFD before everything moons!]
Days above 75 (current streak): 2 days
Average alt season streak: 17 days
Longest alt season streak: 117 days
[Alt season has just begun, BTFD before everything moons!]
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Bull Case
🚨WHY STABLECOIN ISSUERS HAVE EFFECTIVELY BECOME SIFIs (exclusive analysis by @bullcase) The GENIUS act makes holding a regulated stablecoin safer than keeping dollars in a bank through the following provisions: 1) Requires stablecoin issuers to hold an official…
🚨Tether launches GENIUS compliant USA₮ stablecoin project, names former Trump crypto adviser Bo Hines as CEO
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Bull Case
🚨Goldman: Major central banks are cutting rates from their cycle peak, but yields are still rising. This is what happens when you cut rates with high inflation, the liquidity freed up from Central Banks doesn't go to buy Treasuries but flows into gold, bitcoin…
🚨Fitch downgrades France's "AA-" rating to "A+" citing political instability.
[This adds more fuel to the inflation hedge trade. Load up spot before big money floods crypto!]
[This adds more fuel to the inflation hedge trade. Load up spot before big money floods crypto!]
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🚨Altseason is intensifying: the gap between open interest between BTC and altcoins has just reached a new record high.
When institutions or whales buy spot, they hedge with futures pushing up the OI.
[This is evidence that institutions have been buying alts. Load up before everything goes ballistic!]
When institutions or whales buy spot, they hedge with futures pushing up the OI.
[This is evidence that institutions have been buying alts. Load up before everything goes ballistic!]
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🚨The IRS reportedly moving toward near-real-time crypto monitoring by combining 1099-DA exchange reports, John Doe summons results, and blockchain analytics to create continuous financial profiles.
*In the last parabolic bull year, 2021, the IRS reported $3.5B in crypto related seizures driven largely by John Doe summonses alone.
-sauce
[For this year they're going to confiscate 100x times that. Load up spot before big money floods crypto!]
*In the last parabolic bull year, 2021, the IRS reported $3.5B in crypto related seizures driven largely by John Doe summonses alone.
-sauce
[For this year they're going to confiscate 100x times that. Load up spot before big money floods crypto!]
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Bull Case
🚨YOU ARE NOT BULLISH ENOUGH: DXY down, gold ATH, uncertainty index higher than during Covid, trade war escalating, short term inflation expectations UP, EMs imploding, China easing and dumping USTs to keep the Yuan afloat, EU easing, the Fed about to ease…
🚨In 2016–2017, Ethereum formed a classic bear trap before soaring to new ATHs. Now in 2024–2025, the chart shows a very similar setup. [We told you at the pico bottom and we're telling you again now, BTFD!]
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Bull Case
🚨The MOVE index hasn’t set a new low since August 15, closing yesterday at 85.28. With money also flowing out of the long end, it looks increasingly likely that Jackson Hole marked the peak of the Fed’s dovish rhetoric. [At least 3 months of bull left from…
🚨The MOVE index has resumed making new lows closing Friday at 73.3, the lowest since January 2022.
Fed rhetoric is about to get even more dovish than at Jackson Hole.
[There is no end in sight for this bull, load up spot before everything explodes!]
Fed rhetoric is about to get even more dovish than at Jackson Hole.
[There is no end in sight for this bull, load up spot before everything explodes!]
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🚨In FT interview, SEC Chair Paul Atkins signals shift to warning over fines.
*Atkins FT interview: No more surprise crackdowns for technical violations. Companies will get warnings for technical slip-ups before any action.
[This will send risk appetite through the roof. Load up spot before everything moons!]
*Atkins FT interview: No more surprise crackdowns for technical violations. Companies will get warnings for technical slip-ups before any action.
[This will send risk appetite through the roof. Load up spot before everything moons!]
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Bull Case
🚨BULL BASE CASE UPDATE (exclusive analysis by @bullcase) Bitcoin has closed 100 days above $100K, supported by $16bn inflows into spot ETFs since May. Saturday the 200DMA reached $100K for the first time. Strategic ETH reserves by corporate entities have…
🚨BULL BASE CASE UPDATE (exclusive analysis by @bullcase) Following the latest batch of US data (NFP, CPI, jobless claims), the 2Y Treasury yield (red curve on the chart) has been falling sharply, increasing the gap with the rates set by the Fed (black curve).
Every time 2Y yields diverged from Fed's rates (red bars), the Fed triggered a rate-cutting cycle that further lowered actual market rates as well. These cycles trigger bull markets that end when the Fed starts hiking again.
The MOVE index also keeps making new lows, confirming the Fed is only going to get more dovish soon. Therefore there are no hikes in sight for now.
In August we updated our base case from a top for Oct-Nov 2025, to Q2 2026. Inflation denial and recessionary signals across bankruptcies, housing, and labor markets indicated the Fed was likely going to get more dovish.
One month later, our base case has been confirmed again by 2Y bond yields. We're expecting 9 months of bull left from here.
Load up spot before it's too late!
Every time 2Y yields diverged from Fed's rates (red bars), the Fed triggered a rate-cutting cycle that further lowered actual market rates as well. These cycles trigger bull markets that end when the Fed starts hiking again.
The MOVE index also keeps making new lows, confirming the Fed is only going to get more dovish soon. Therefore there are no hikes in sight for now.
In August we updated our base case from a top for Oct-Nov 2025, to Q2 2026. Inflation denial and recessionary signals across bankruptcies, housing, and labor markets indicated the Fed was likely going to get more dovish.
One month later, our base case has been confirmed again by 2Y bond yields. We're expecting 9 months of bull left from here.
Load up spot before it's too late!
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🚨$39.9T corporate treasury assets are starting to spill over into altcoins.
BTC & ETH DATs are already massive. Alt DATs is where the opportunity is at.
We're expecting a lot of new alt DAT announcements in the coming months.
[There will be a DAT for every alt coin, BTFD before Wall Street starts aping!]
BTC & ETH DATs are already massive. Alt DATs is where the opportunity is at.
We're expecting a lot of new alt DAT announcements in the coming months.
[There will be a DAT for every alt coin, BTFD before Wall Street starts aping!]
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