🚨 Powell just dropped the clue everyone was waiting for and most still missed it.
When the Fed Chair openly says “we’ll be adding reserves at a certain point,” that’s not academic jargon…that’s the early echo of QE returning.
This is the playbook every major liquidity cycle has followed: 🔹First comes the language shift 🔹Then comes the balance-sheet pivot 🔹Then markets reprice violently
Adding reserves = injecting liquidity back into the system. And liquidity is the ultimate fuel for: 📈 Equities 🪙 Crypto 🏦 Credit markets 🛡️ Hard assets
Every major rally of the last 15 years has started with this exact tone from the Fed. The pivot doesn’t come with fireworks it comes with a sentence. And Powell just said it.
QE is not here yet…but it’s warming up in the tunnel. Prepare accordingly.
🇺🇸 NOW: The probability of a December rate cut has exploded surging to 80.9%, up from just 42.4% last week.
This is one of the fastest sentiment flips of the year.
Why it matters: • Markets are pricing in a much softer Fed stance • Investors are rotating into risk assets • Bonds are ripping as yields sink • A December cut could set the tone for all of 2025
The question now: Is this a premature celebration or the start of a full Fed pivot?
New Zealand is taking a massive leap into the future of finance. Starting 2026, digital currency education will be integrated into the financial curriculum for Years 1–10, with a full mandatory rollout by 2027.
This is one of the boldest national moves toward preparing the next generation for a world where blockchain, digital assets, and decentralized systems play a central role.
Students will learn: • The basics of blockchain technology • How digital currencies work • Real world applications of crypto • Risks, safety, and financial literacy for a digital world
A major step toward future-proofing young minds and a sign that global crypto adoption is accelerating fast. 🌍💡
🇺🇸 The Fed may pull back on rate cuts as job risk indicators start flashing red.
After months of signaling an easier path ahead, rising labor-market stress is forcing policymakers to rethink the easing cycle. If job risks continue to build, the Fed could slow or even pause its rate-cut trajectory a move that would tighten financial conditions right when consumers and businesses are already feeling the squeeze.
This shift could ripple through: 🔥 Markets (volatility up) 📉 Borrowing costs (higher for longer) 🏦 Liquidity (tightens again) 💼 Hiring (companies defensive)
The big question now: Is the labor market weakening too fast for the Fed to stay dovish or not fast enough for them to ease up?
⚡️ KEY ECONOMIC EVENTS THIS WEEK HIGH-IMPACT DATA LOADED
This is one of the heaviest macro weeks in months and markets will move.
🔹TUESDAY • September PPI Inflation - Early signal for consumer inflation pressures • September Retail Sales - Critical read on the strength (or slowdown) of U.S. consumer spending • November Consumer Confidence - Forward-looking sentiment as holiday season kicks in • October Pending Home Sales - Housing market stress check
🔹WEDNESDAY • US Q3 2025 GDP - Big one. Confirms whether growth is accelerating or cooling • September Durable Goods Orders - Business investment + manufacturing health • September PCE Inflation - The Fed’s favorite inflation metric • September New Home Sales - Housing demand vs. high-rate pressure
🔹THURSDAY 🇺🇸 Markets Closed for Thanksgiving
🔥 The biggest data point to watch?
PCE + GDP - together they’ll dictate the Fed’s next tone and set market direction into December.
China Is Quietly Re-Entering the Bitcoin Mining Game 🇨🇳⚡️
Despite its 2021 crackdown, Bitcoin mining is resurging in China, according to new Reuters reporting and it’s happening under the radar.
🇨🇳 China now accounts for roughly 14% of global hashrate, making it one of the largest players once again.
🌐 Miners are reportedly operating through proxies, underground facilities, and overseas partnerships while still tapping China’s cheap hydro and stranded energy.
Why it matters: 🔹Hashrate = network security, and China’s re-entry reshapes the global mining map. 🔹A shift this large hints at massive capital quietly flowing back into the sector. 🔹It also raises questions about how governments handle decentralized infrastructure they can’t fully control.
The comeback nobody expected…but everyone should pay attention to.
Rumble has officially integrated Bitcoin and multi-crypto wallets directly into its streaming platform a massive step toward creator monetization outside the traditional ad system.
Creators can now receive BTC tips instantly, giving them a censorship-resistant, borderless way to earn. Viewers get a seamless, native crypto flow without leaving the app.
This is more than a feature upgrade it’s a signal that major platforms are preparing for a crypto-powered creator economy, where money moves at internet speed and creators keep more of what they earn.
The White House is quietly assembling a tariff fallback plan as a major court ruling approaches a decision that could reshape U.S. trade policy overnight.
If the ruling limits the administration’s current tariff authority, officials want a rapid-response strategy ready to stabilize markets, protect key industries, and avoid supply-chain shocks. Behind the scenes, discussions include contingency tariffs, sector-specific protections, and rapid coordination with trade partners.
Markets aren’t pricing this in. But depending on the outcome, we could see significant volatility in manufacturing, commodities, and equities tied to global trade flows.
🔥 LATEST: Pi Network Eyes a New Frontier Decentralized AI Powered by Millions of Users
Pi Network is quietly positioning itself for something much bigger than mobile mining. With ~50M users and a growing network of desktop nodes, they’re now exploring whether crowd-sourced compute could fuel a decentralized AI layer reducing reliance on hyperscale cloud giants like AWS, GCP, and Azure.
If they pull this off, Pi could become one of the largest distributed compute networks on the planet.
Imagine millions of devices contributing idle compute to power model training, inference, or on-chain AI services…all without a single data center.
This is the same design space where projects like Render and Bittensor thrive but Pi brings one thing they don’t: mass adoption at scale.
The question now is whether Pi’s nodes can deliver the reliability, throughput, and governance needed for real-world AI workloads. If so, Pi Network might evolve from a “mobile mining app” into a global decentralized AI supercloud.
🚨 JUST IN: The U.S. Senate Is This Close to Passing the First Major Crypto Market Structure Bill 🏦🇺🇸
Washington is heating up and not just with politics. Crypto regulation is finally moving, and the implications are massive.
Coinbase CEO Brian Armstrong has been meeting with lawmakers this week, signaling that the industry’s highest-stakes regulatory moment is now underway.
Lawmakers say the bill is 90% complete, marking the closest the U.S. has ever been to establishing a clear, modern crypto framework. This could unlock institutional participation, stabilize policy uncertainty, and potentially set the stage for the next major wave of adoption.
If this bill passes, it provides: 🔹 Clear rules for exchanges 🔹 Defined oversight between SEC & CFTC 🔹 Stronger consumer protections without stifling innovation 🔹 A path for U.S. crypto companies to stop operating in regulatory fog
For the first time in years, progress feels real. The U.S. might finally be catching up to global crypto leadership and markets are watching closely. 👀⚡️
🔥 Steak ’n Shake Is Going Full Bitcoin And Now They’re Expanding Into El Salvador 🇸🇻⚡️
Steak ’n Shake didn’t just adopt Bitcoin., they leaned in and the results have been explosive.
After rolling out BTC payments across all U.S. locations back in May, the chain saw same-store sales jump 11% in Q2 and 15% in Q3, outperforming McDonald’s, Taco Bell, Starbucks, and Burger King. 🚀
The Bitcoin community showed up. Customers poured in. Hype surged with new BTC-themed items like the Bitcoin Steakburger. And now the company is doubling down globally.
During their visit to the Bitcoin Histórico event in San Salvador, executives said the energy was undeniable leading to today’s announcement:
👉 Steak ’n Shake is opening its first-ever Latin American location in El Salvador officially “Bitcoin Country.”
COO Dan Edwards put it best:
“El Salvador is innovating and leading the way…This is Bitcoin Country, and we want our first restaurant in Latin America to be here.”
The brand isn’t just accepting BTC it’s becoming a Bitcoin company:
⚡ Built a Bitcoin reserve to HOLD all BTC payments ⚡ Partnered with Fold to give customers $5 in bitcoin rewards ⚡ Publicly reaffirmed allegiance to Bitcoiners after backlash over a brief ETH payment poll
This move to El Salvador isn’t a marketing stunt. It’s a signal. A strategy. A bet on the future.
Steak ’n Shake is planting its flag where Bitcoin is native and it’s doing it with momentum that traditional fast-food giants can’t ignore.
On December 1st, the Fed stops draining liquidity QT effectively ends. This is only the second time in history we've seen this setup.
The last time? September 2019. Liquidity tightened…the Fed flinched…QT paused… And crypto was coiled like a spring, consolidating and primed for a massive breakout.
But then COVID nuked the entire macro landscape, and the move never got to play out. We never saw the real endgame of that cycle.
Now we’re about to. Round 2 begins in just 15 days.
Liquidity is the ultimate driver. Markets move when the firehose turns back on. And almost nobody is connecting these dots yet.
Reports are surfacing that the New York Fed quietly held an emergency meeting with major Wall Street banks all centered on growing money-market liquidity concerns.
This isn’t nothing.
When the NY Fed calls the big banks after hours to talk funding stress, it means one thing:
The plumbing of the financial system is flashing red.
Repo rates are rising, reserves are tightening and the institutions that keep the entire system running are suddenly looking for answers.
If liquidity keeps evaporating at this pace, the Fed may be forced to intervene whether they want to or not.
Wall Street is reeling today as the AI stock dump, Disney’s mixed Q4 results, and macro uncertainty from the record-long government shutdown ending combined into a perfect storm and the world’s richest individuals took a major hit.
The Nasdaq plunged 2.5%, the Dow sank 650 points, and the S&P 500 slid 1.6% by Thursday afternoon…and the billionaire class felt every bit of it.
💥 Elon Musk: –$17.1B 💥 Larry Ellison: –$12.5B 💥 Top nine billionaires combined: –$58.6B (by 2 PM EST!)
On the corporate side, Disney got hammered, falling nearly 8% after missing revenue expectations and sounding the alarm over a prolonged dispute with YouTube TV. Meanwhile, tech names like Shopify, Tesla, and Palantir all tanked over 6%.
Markets are sending one message loud and clear: Volatility is back. 👀
The government shutdown fallout is way worse than expected.
The White House just warned that October CPI and jobs data might never be released meaning the Fed and Wall Street are now operating with zero visibility into inflation or employment.
➡️ No CPI.
➡️ No jobs report.
➡️ No economic pulse.
If Powell can’t see the data...does that force a December rate cut? 👀📉
🇺🇸 President Trump: “We’re opening up our country. It should have never been closed.”
After weeks of gridlock, Trump confirms the U.S. government is officially reopening signaling an end to the shutdown and the start of a new political chapter.
Markets and agencies are already preparing for operations to resume within hours. 🔥
Meanwhile:
🚨 HOLY CRAP BOMBSHELL REVELATION!
Just 14 days into the shutdown, a group of Democrat moderates were ready to REOPEN the government…but Chuck Schumer shut it down literally.
He reportedly ordered them into a “backroom meeting” and told them to “Hold out!” even threatening to stand against anyone who tried to end the shutdown. 😳
So while millions of Americans suffered, Schumer chose political pain over progress.