🚨FED CUTS RATES BY 25BPS

The FOMC announces plans to conclude QT on December 1, 2025.

[Send everything to Mars!]

🚨ON DEC 1 FED END QT AND MOVES TO FULL T-BILL REINVESTMENT

[BTFD before everything hits escape velocity!!]

🚨 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 Treasury’s 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.

We’ve 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 beartards’ liquidations go brrr! Spot only, don't touch leverage.

🚨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!]

🚨DEMOCRAT ZOHRAN MAMDANI WINS NEW YORK MAYORAL RACE

[Trump in disbelief! BTFD before he ends the shutdown and short liquidations go brrr!]

🚨IF YOU ARE A BULL, YOU'RE GOING TO MAKE A LOT OF MONEY IN THE NEXT 6–9 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.

🚨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!]

🚨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 you’re 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!

🚨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 Bloomberg’s 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]

Tic toc Christmas alpha time.

I don’t 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 that’s 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) don’t 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 reputable 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.

That’s 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 I’m confused.

But I’m sure about ElGamal vs PCs. Study the tech, and be ready for what’s 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!

The Real Objective Behind the Shrinking US Trade Deficit And Why It's Bullish for Crypto (exclusive analysis by @bullcase)

The recent collapse of the US trade deficit, driven in part by tariff policy, has led some to focus narrowly on GDP growth.

Improving GDP is not the ultimate goal of reducing the trade deficit. The deeper objective is monetary: to reduce the net outflow of US dollars abroad.

This is where stablecoins assume a central role, becoming a critical strategic instrument that increasingly rivals, and in some functions outweighs, traditional banking channels.

Stablecoins allow the US to square the circle between domestic monetary control and global dollar demand. Physical and bank held dollars can be repatriated to the US financial system, while foreign users continue to access dollar liquidity through tokenized representations of USD.

In other words, dollars "come home," while dollar dominance is preserved through stablecoins.

🚨DXY’s moving averages and MACD resemble those of 2021 (box on the left). At that time, starting in August, a prolonged rally was triggered.

As we explained in October, DXY tends to strengthen at the beginning of the final phase of a bull market. Strap in before everything rips!

The Russell 2000 index has broken out of a multi-year consolidation. After the minor pullback at the end of 2025, this now represents a definitive upside breakout.

Another indicator that we are at the beginning of an economic expansion. BTFD!