Bull Case
π¨GASSNODE FUNDING HEATMAP STILL SHOWS HIGH DENSITY OF BLUE CLUSTERS, FUNDING RATE COMPRESSION ACROSS TOP 500 CRYPTO ASSETS [Blue clusters = capitulation, Red = euphoria. BTFD before the most hated rally of the decade begins!]
π¨CRYPTO SQUEEZE MODE LOADING: FUNDING RATES STILL COMPRESSED ACROSS THE BOARD AHEAD THE MOST DOVISH FOMC OF 2025
[Jpow will send us to Mars tomorrow, BTFD!]
[Jpow will send us to Mars tomorrow, BTFD!]
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Bull Case
π¨JUNK BOND PREMIUMS SMACKED DOWN BELOW 2021 LOWS AFTER A BRIEF SPIKE ON OCTOBER 10 [Green dildo in the ass of bears imminent, BTFD!]
π¨JUNK BOND PREMIUMS SLIDE DOWN FURTHER TO 2.8, BACK TO PRE-OCT 10 LEVELS
[The tariff FUD is officially over. BTFD before everything rips!]
[The tariff FUD is officially over. BTFD before everything rips!]
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π¨ BEARS ARE LITERALLY RETARDED (exclusive analysis by @bullcase)
In the first half of Uptober, BTC and ETH hit new ATHs. In the second half, they pulled back from those highs and found support at the 0.38 Fib.
Meanwhile, the Fed cut rates and Trump struck a deal with Xi. Around the same time, the Treasuryβs account at the Fed hit $1T. Treasury auctions drained liquidity as money flowed from banks into the TGA.
In Moonvember, that flow reverses and QE not QE comes back. $1Tn will start flowing from the TGA into banks. Massive pumps will follow.
Weβve always said: buy spot and chill. Institutions are stacking spot while manipulating price with derivatives as they load up. As liquidity returns and Uptober ends, in Moonvember Big Money will flip back to melt-up mode.
BTFD before the beartardsβ liquidations go brrr! Spot only, don't touch leverage.
In the first half of Uptober, BTC and ETH hit new ATHs. In the second half, they pulled back from those highs and found support at the 0.38 Fib.
Meanwhile, the Fed cut rates and Trump struck a deal with Xi. Around the same time, the Treasuryβs account at the Fed hit $1T. Treasury auctions drained liquidity as money flowed from banks into the TGA.
In Moonvember, that flow reverses and QE not QE comes back. $1Tn will start flowing from the TGA into banks. Massive pumps will follow.
Weβve always said: buy spot and chill. Institutions are stacking spot while manipulating price with derivatives as they load up. As liquidity returns and Uptober ends, in Moonvember Big Money will flip back to melt-up mode.
BTFD before the beartardsβ liquidations go brrr! Spot only, don't touch leverage.
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Bull Case
π¨ BEARS ARE LITERALLY RETARDED (exclusive analysis by @bullcase) In the first half of Uptober, BTC and ETH hit new ATHs. In the second half, they pulled back from those highs and found support at the 0.38 Fib. Meanwhile, the Fed cut rates and Trump struckβ¦
π¨GOV'T DEAL TO END SHUTDOWN INCOMING NOW THAT NYC ELECTION IS ALMOST DONE -sauce
This is the only story that matters for bulls right now.
Moonvember begins as soon as the gov't shutdown ends because that's when the Treasury resumes its spending frenzy.
There is $1tn sitting in Treasury's account at the Fed that will be unlocked once the shutdown ends.
[Take advantage of these prices to BTFD spot if you haven't done it yet. We're going to pump hard!]
This is the only story that matters for bulls right now.
Moonvember begins as soon as the gov't shutdown ends because that's when the Treasury resumes its spending frenzy.
There is $1tn sitting in Treasury's account at the Fed that will be unlocked once the shutdown ends.
[Take advantage of these prices to BTFD spot if you haven't done it yet. We're going to pump hard!]
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Bull Case
π¨ BEARS ARE LITERALLY RETARDED (exclusive analysis by @bullcase) In the first half of Uptober, BTC and ETH hit new ATHs. In the second half, they pulled back from those highs and found support at the 0.38 Fib. Meanwhile, the Fed cut rates and Trump struckβ¦
π¨ALTSEASON HAPPENING RIGHT NOW. WELCOME TO MOONVEMBER!
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π¨IF YOU ARE A BULL, YOU'RE GOING TO MAKE A LOT OF MONEY IN THE NEXT 6β9 MONTHS (exclusive analysis by @bullcase)
Buy more spot and chill. Don't use leverage.
Gold's technical top seems confirmed with today's dump. The rotation from gold to riskier assets like BTC and crypto is about to go full bullgazi. Same set up as in 2020.
That said, block anyone who is bearish here. Tell everyone you care about to follow @bullcase to capitalize on the life changing alt season that has just started and will end in the second half of 2026.
Buy more spot and chill. Don't use leverage.
Gold's technical top seems confirmed with today's dump. The rotation from gold to riskier assets like BTC and crypto is about to go full bullgazi. Same set up as in 2020.
That said, block anyone who is bearish here. Tell everyone you care about to follow @bullcase to capitalize on the life changing alt season that has just started and will end in the second half of 2026.
π€£6π5β€3π3π―1π1π1
π¨NY FED'S WILLIAMS: BALANCE SHEET EXPANSION EXPECTED "NOT LONG FROM NOW"
*Fed plans to resume net bond purchases after QT ends Dec 1
*Not stimulus, just the next phase of managing reserve levels
*Repo volatility signals reserves are near "ample" threshold
[BTFD before the money printer goes brrrrr!]
*Fed plans to resume net bond purchases after QT ends Dec 1
*Not stimulus, just the next phase of managing reserve levels
*Repo volatility signals reserves are near "ample" threshold
[BTFD before the money printer goes brrrrr!]
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π¨WE'RE IN ALTSEASON. BTFD NOW OR FOMO LATER.
BTC.D minus stables has failed every retest of the HL trendline since it broke below in the first week of Moonvember.
BTC.d-s is at 64% and pressing lower, while the TGA liquidity flood looms ahead.
Now is not the time to be scared. Bears will get nuked out of their positions in a fraction of a second.
Listen to @bullcase and BTFD spot: your favorite alt is about to explode (unless youβre holding a proper scam like KDA or AZERO). Altcoin holders will be immensely rich soon. (NFA!)
Final reminder to all our respected readers: altseason begins when BTC.d breaks down, not when news outlets report it. By the time you see it in the news, alts have already gone 50x and whales are looking for EL.
Buy now and sell later in 2026 when FOMO kicks in!
BTC.D minus stables has failed every retest of the HL trendline since it broke below in the first week of Moonvember.
BTC.d-s is at 64% and pressing lower, while the TGA liquidity flood looms ahead.
Now is not the time to be scared. Bears will get nuked out of their positions in a fraction of a second.
Listen to @bullcase and BTFD spot: your favorite alt is about to explode (unless youβre holding a proper scam like KDA or AZERO). Altcoin holders will be immensely rich soon. (NFA!)
Final reminder to all our respected readers: altseason begins when BTC.d breaks down, not when news outlets report it. By the time you see it in the news, alts have already gone 50x and whales are looking for EL.
Buy now and sell later in 2026 when FOMO kicks in!
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π¨WHY 2026 WILL BE THE YEAR OF THE BULL (exclusive analysis by @bullcase)
Yuan liquidity is another factor aligning with our 6β9 month bullish outlook for BTC and altcoins.
In October, new home sales by China's top 100 developers collapsed by 41.9% YoY: the sharpest monthly decline in the past 18 months. This has alarmed the government and prompted it to suspend any further publication of real estate sales data.
In addition, Chinese manufacturing activity has just declined for the eighth consecutive month, indicating a medium term contraction of the economy.
These figures open the door to another massive round of money printing in China. The steady appreciation of the yuan in 2025 allows Beijing to resume unlimited money printing for quite some time, at least until the yuan returns to its early 2025 levels, which are much lower than current ones.
[Take advantage of these dips to load up spot before everything rips!]
Yuan liquidity is another factor aligning with our 6β9 month bullish outlook for BTC and altcoins.
In October, new home sales by China's top 100 developers collapsed by 41.9% YoY: the sharpest monthly decline in the past 18 months. This has alarmed the government and prompted it to suspend any further publication of real estate sales data.
In addition, Chinese manufacturing activity has just declined for the eighth consecutive month, indicating a medium term contraction of the economy.
These figures open the door to another massive round of money printing in China. The steady appreciation of the yuan in 2025 allows Beijing to resume unlimited money printing for quite some time, at least until the yuan returns to its early 2025 levels, which are much lower than current ones.
[Take advantage of these dips to load up spot before everything rips!]
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π¨IN Q4 2025 STOCKS CONSOLIDATED WHILE BITCOIN FELL 25%
Classic divergence that looks bearish short term, but historically sets the stage for capital rotation back into Bitcoin. Santa seasonality is next for stocks, with full blown rotation into crypto primed to start in 2026.
[BTFD spot and chill!]
Classic divergence that looks bearish short term, but historically sets the stage for capital rotation back into Bitcoin. Santa seasonality is next for stocks, with full blown rotation into crypto primed to start in 2026.
[BTFD spot and chill!]
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π¨US UNEMPLOYMENT RATE HITS NEW CYCLE HIGH AT 4.6%. HIGHEST SINCE 2021!
Last week, the Fed's preferred measure of wage pressures, the Employment Cost Index (ECI), posted its weakest increase since mid-2021.
[The Fed is behind the curve, load up spot before they turn on the money printer!]
Last week, the Fed's preferred measure of wage pressures, the Employment Cost Index (ECI), posted its weakest increase since mid-2021.
[The Fed is behind the curve, load up spot before they turn on the money printer!]
π₯2β€1π1
Bull Case
π¨WE'RE IN ALTSEASON. BTFD NOW OR FOMO LATER. BTC.D minus stables has failed every retest of the HL trendline since it broke below in the first week of Moonvember. BTC.d-s is at 64% and pressing lower, while the TGA liquidity flood looms ahead. Now isβ¦
π¨CORE CPI AT JUST 2.62% Y/Y IN NOV, WELL UNDER 3% FORECAST.
Lowest print since March 2021 and lower than all 62 forecasters in Bloombergβs survey predicted. The MOVE index also did a new cycle low yesterday, the Fed is about to get even more dovish!
[BTFD before everything rips and sell in 2026 when FOMO kicks in! We've got at least 6 months of parabolic bull ahead of us]
Lowest print since March 2021 and lower than all 62 forecasters in Bloombergβs survey predicted. The MOVE index also did a new cycle low yesterday, the Fed is about to get even more dovish!
[BTFD before everything rips and sell in 2026 when FOMO kicks in! We've got at least 6 months of parabolic bull ahead of us]
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Forwarded from Techleaks24 π΅πΈ
Tic toc Christmas alpha time.
I donβt know what coin you hold, but I do know that 99% of the crypto people out there hold old, obsolete tech that is either a fork of BTC, Eth or Cryptonote, and are waiting for a 10x pump to break even. You were late to the party and thatβs why you were left behind holding a bag for years praying for a pump to break even.
The next frontier for digital cash DLT tech is privacy, and privacy will be fought on tech and tech alone. If you want to be early in privacy you must study the difference between Pedersen Commitments (old tech everyone has been using to hide amounts) and El Gamal (the future tech nobody uses). Just like those who had mastered blockchains & smart contracts in 2010-2014 got in BTC and ETH early, those who master/understand these primitives well will become the crypto royalty of the next 10-20 years.
But aspiring cypherpunk princesses and princes today are running out of time.
So let me help you save time, one more time.
Pedersen Commitments have 2 huge weaknesses that the big guys (those that have been in crypto since 2010) donβt want you to know about (yet). In their defense, they could have received gag orders from 3 letter agencies to STFU & are not at liberty to speak about this (because how else do you explain that there are NO public posts on this topic by anyreputable devs?!):
1. PCs, contrary to El Gamal, are not public key updatable
2. PCs, contrary to El Gamal, are not public key re-randomizable
This means any privacy chain that uses Pedersen Commitments will always have to opt for UTXO, which means wallet balances will be split among many single-use notes created in incoming transactions. For this reason they will always be traceable because to spend your money you will have to combine different notes forming a UTXO transaction type which when triangulated with your behavioral metadata exposes all your onchain transaction history.
Thatβs why the deep state loves Pedersen Commitments, because anything using them is fragile and can be traced in one way or another. Monero uses PCs to hide balances. Zcash uses PCs to hide balances. Aztec uses PCs to hide balances. MimbleWimble uses PCs to hide balances. ARRR uses PCs to hide balances. Same for Zano, Aleo and any privacy coin you can think of.
El Gamal closes this attack surface completely. When you think of ElGamal you probably think of Dero, but Dero had an inflation exploit as documented here, which is why I sold most of it. Yet not all of it because Dero and only Dero implements ElGamal correctly today. So Iβm confused.
But Iβm sure about ElGamal vs PCs. Study the tech, and be ready for whatβs coming. Once word spreads about this we will see a whole new generation of coins built on ElGamal and only those who know the tech will be able to capture the upside.
Study the tech, and make up your own mind. But study the tech. That's the alpha.
Merry Christmas, fellow plebs!
I donβt know what coin you hold, but I do know that 99% of the crypto people out there hold old, obsolete tech that is either a fork of BTC, Eth or Cryptonote, and are waiting for a 10x pump to break even. You were late to the party and thatβs why you were left behind holding a bag for years praying for a pump to break even.
The next frontier for digital cash DLT tech is privacy, and privacy will be fought on tech and tech alone. If you want to be early in privacy you must study the difference between Pedersen Commitments (old tech everyone has been using to hide amounts) and El Gamal (the future tech nobody uses). Just like those who had mastered blockchains & smart contracts in 2010-2014 got in BTC and ETH early, those who master/understand these primitives well will become the crypto royalty of the next 10-20 years.
But aspiring cypherpunk princesses and princes today are running out of time.
So let me help you save time, one more time.
Pedersen Commitments have 2 huge weaknesses that the big guys (those that have been in crypto since 2010) donβt want you to know about (yet). In their defense, they could have received gag orders from 3 letter agencies to STFU & are not at liberty to speak about this (because how else do you explain that there are NO public posts on this topic by any
1. PCs, contrary to El Gamal, are not public key updatable
2. PCs, contrary to El Gamal, are not public key re-randomizable
This means any privacy chain that uses Pedersen Commitments will always have to opt for UTXO, which means wallet balances will be split among many single-use notes created in incoming transactions. For this reason they will always be traceable because to spend your money you will have to combine different notes forming a UTXO transaction type which when triangulated with your behavioral metadata exposes all your onchain transaction history.
Thatβs why the deep state loves Pedersen Commitments, because anything using them is fragile and can be traced in one way or another. Monero uses PCs to hide balances. Zcash uses PCs to hide balances. Aztec uses PCs to hide balances. MimbleWimble uses PCs to hide balances. ARRR uses PCs to hide balances. Same for Zano, Aleo and any privacy coin you can think of.
El Gamal closes this attack surface completely. When you think of ElGamal you probably think of Dero, but Dero had an inflation exploit as documented here, which is why I sold most of it. Yet not all of it because Dero and only Dero implements ElGamal correctly today. So Iβm confused.
But Iβm sure about ElGamal vs PCs. Study the tech, and be ready for whatβs coming. Once word spreads about this we will see a whole new generation of coins built on ElGamal and only those who know the tech will be able to capture the upside.
Study the tech, and make up your own mind. But study the tech. That's the alpha.
Merry Christmas, fellow plebs!
π5π©2π¨βπ»2π€£1π€¨1