⚡The probability of a Fed rate cut in December jumped to 71%
Main factor: Federal Reserve Bank President John Williams stated that there is a possibility for "policy adjustment" in the near future. This has once again raised the question of a rate cut in December.
What this means for cryptocurrencies:
🟢A Fed rate cut typically supports risk assets. 🟢Increased liquidity can become a catalyst for growth after a correction. 🟢Investors are starting to reassess strategies in anticipation of monetary policy easing. $BTC
🚀Arthur Hayes: "The reversal is near, but it's too early to buy back"
Hayes believes that BTC is already oversold — it is falling faster than dollar liquidity is shrinking, which is a sign that the bottom is somewhere nearby:
❗️The main trigger — the US stock market
As AI giants like NVIDIA and Meta keep the indices afloat, the Fed sees no reason to ease policy
🟩The real bullish momentum for BTC will only appear after the launch of liquidity. The "printing press" will only be turned on when American stocks show weakness
💭"BTC is close to a reversal, but it's too early to buy the dip — we are waiting for a signal from the stock market" - said Hayes. $BTC $ETH $USDC
🚀 Starknet hints at a strategy to buy back STRK tokens from the market, using revenue from fees charged for network protection against quantum threats.
Project representatives criticize the approach of token burning, stating that "real protocols do not burn assets; they buy back their own equity with other people's money." According to their plans, 0.1% of the protection fee paid in BTC will be directed towards the continuous purchase of STRK.
This is explained by the real threat that quantum computers pose to existing cryptographic protection.
In response, Starknet is creating a digital shield using quantum-resistant STARKs proofs. $STRK
Bloomberg reports on the risk of excluding Strategy (Michael Saylor's company) from major indices
🔴 Analysts at JPMorgan believe that Strategy may be excluded from the MSCI and Nasdaq indices.
🔴 If this scenario is realized, the market capitalization of MSTR shares could decrease by up to $2.8 billion.
🔴 In October, MSCI discussed the possibility of excluding companies whose digital assets account for more than 50% of their balance.
🔴 MSTR shares have been part of the MSCI World index since May 31, 2024. There is currently no official decision regarding the possible exclusion of Strategy shares, which is expected by January 15, 2026.
🔴 Strategy's growth model was based on selling shares, buying Bitcoin, and increasing capitalization, but now the "premium" has almost disappeared.
🔴 The market value of the company has approached the value of its crypto assets, indicating a decline in investor confidence. $BTC
🇺🇸 SEC will discuss privacy in crypto: the regulator is preparing a round table
The U.S. Securities and Exchange Commission (SEC) has scheduled a closed discussion on privacy and financial oversight in the crypto industry for December 15.
Participants include regulators, analysts, and market representatives. The event does not indicate immediate new rules but shows that the topic of crypto privacy is coming into focus for the regulator, especially after the Tornado Cash and Samourai Wallet cases.
👀 The market is watching closely: further steps by the SEC may affect the availability and movement of liquidity in the privacy project segment. $LTC
Tom Lee: Problems of Market Makers — Cause of Market Decline
On October 10, due to an error with the unpegging of the stablecoin USDe on Binance, there was a mass liquidation of positions. Market makers, acting as the "central banks" of the crypto market, incurred significant losses.
The losses of market makers created a vicious cycle: declining liquidity leads to price pressure and forced position reductions.
In 2022, it took 8 weeks to recover from a similar crisis. It has been 6 weeks since the current incident.
In a day, the market was fully wiped out: liquidations exceeded $900 million, while long positions accounted for about $700 million. A total of 231,346 traders lost their positions.
Total market capitalization fell by $1.35 trillion — from $4.27 trillion over the last 45 days $BTC
🏦 Morgan Stanley updated its forecast on the Fed rates
Morgan Stanley analyst Michael Gapen noted that strong employment data reduces the risk of unemployment rising.
The bank now does not expect a rate cut in December. Three cuts are forecasted for 2026: in January, April, and June. The final rate is still expected to be in the range of 3–3.25%. $LINK $UNI $APT
🇮🇳 India is preparing to launch the ARC stablecoin pegged to the rupee
The project will operate in a two-tier model alongside the RBI digital rupee, fully under regulatory control and fully backed.
The goal is to retain liquidity within the country, reduce dependence on dollar stablecoins, and increase demand for government bonds. The launch is expected in the first quarter of 2026. $DASH
1️⃣March–August 2024: a decline of 33% 2️⃣January–April 2025: a decline of 32% 3️⃣October–November 2025: currently –29%. If we reach –33%, we will get the area of 84–85k$.
As you know, the zone of 83–87k$ — my key support area, from which BTC is highly likely to show a strong rebound. $ETH $BNB $USDC
The capital of Japan topped the ranking of the 300 richest cities in the world by GDP according to CEOWORLD Magazine — its economy is estimated at $2.55 trillion, which is more than New York ($2.49 trillion), which is in second place. Los Angeles took third place ($1.62 trillion). Following are London, Seoul, Paris, Chicago, and Osaka. $SUI
🔸 Illegal activity on Binance has fallen to a record low of 0.007%
In June 2025, only 0.007% of transactions on Binance were associated with illegal wallets — 2.5 times lower than the average level for centralized exchanges (0.018%).
The company notes that the reduction in the share of illegal operations strengthens user trust and contributes to broader cryptocurrency adoption. $BNB