FixDis

🌍 Chart update of #Bitcoin vs Global Liquidity (M2)

💰 The price of $BTC (blue line) closely follows the expansion of global M2 liquidity (green line), with a 3-month lag.

📈 In the current zone, the liquidity bounce anticipated the bullish movement we are seeing today.

💰 More liquidity = More buying pressure, and the data confirms it.

🔥 IMPORTANT 🔥

Is the market moving to blockchain faster than many imagine? 👀

🧨 This is no longer a trend: it is a structural change in the way financial markets operate.

For years, the best liquidity was outside of blockchain, concentrated in CEX like Binance or Coinbase.
But that is starting to change… and quickly 👇

💡 DEXs are already becoming more efficient in execution

🔹 A $1M trade at $SOL on the Jupiter DEX (Solana) moves the price only 5 bps
🔹 The same trade on Coinbase moves 12 bps → worse price, greater impact

📍Institutional-level execution is starting to migrate on-chain
📍Lower costs, more efficiency, and less friction
📍This could accelerate the mass adoption of DEXs and redefine the entire market structure

It is no coincidence that Larry Fink says all assets will end up tokenized 🔥

🔥 IMPORTANT 🔥

With this data, projecting only 1 rate cut in 2026 makes less and less sense.

👀 The market is already starting to price in up to 3 cuts in 2026, beginning in January.
What's the reason? More unemployment + less inflation.

📉 Inflation (CPI) surprises to the downside

U.S. CPI falls from 3.0% to 2.7% (vs 3.1% expected)

One of the largest monthly drops since 2023, when an increase was even expected

📉 Core CPI also declines

Drops from 3.0% to 2.6% (it was expected to remain at 3.0%)

Lowest level since March 2021

It is the closest point to the Fed's 2% target since the pandemic

📊 Labor market cooling

Unemployment rises from 4.4% to 4.6% (vs 4.5% expected)

Highest since 2021

👉 Clear conclusion:
Lower inflation + weakening employment = green light for more cuts.

📍 Citi already projects 3 cuts in 2026 (January, March, and September)
📍 Futures today price in 2, but if the data continues this way, 3 will be the new consensus
📍 More cuts = more liquidity and credit = weaker dollar

🔥 THROWBACK 🔥

⏳ In July 2025, inactive wallets since 2010 awakened and moved over $8.6 TRILLION in $Bitcoin 😳

🔹 Coins mined when $BTC was worth less than $0.10
🔹 Capital from the early days of the network
🔹 Movements that always catch the market's attention

📍Does not mean automatic sale, but rather historical redistribution.
📍When the OGs move, the market listens.

🔥 IMPORTANT 🔥

📊 Understanding how large institutions think changes everything

👀 Grayscale no longer believes in the classic 4-year cycle of $BTC and talks about a possible regime shift in Bitcoin.

🔹 Fewer parabolic rises
🔹 More orderly and sustained advances
🔹 Market influenced by spot ETFs, institutional capital, and clear regulation

🗓 According to Grayscale, new all-time highs could be reached in the first half of 2026, in a macro environment favorable for scarce assets like #Bitcoin.

💡 What would be driving this change?
1️⃣ ETFs and ETPs that open the door to institutional money
2️⃣ GENIUS Act approved in 2025
3️⃣ New crypto market structure law expected for 2026

📍Less speculation, more structural adoption.
📍Bitcoin maturing as a global asset.

🚨🔥 BREAKING 🔥🚨

🏦 Strategy, the company led by Michael Saylor, has just purchased 10,645 $BTC
💰 The operation was for $980 MILLION dollars

This is not just any purchase 👀
▪️ It is aggressive accumulation
▪️ It is long-term conviction
▪️ It is less Bitcoin available in the market
▪️ And it is another clear signal of real institutional demand

📊 Saylor does not buy peaks, he buys structure
Each move reinforces Bitcoin as a corporate treasury asset

📍 While many doubt and wait for corrections,
📍 the big players keep buying quietly

When nearly a billion enters at once, the message is clear:
the thesis has not changed, it has strengthened 🔥

🔥 BOMBAZO 🔥

🚀 The ETH/BTC pair has finally broken the bearish trend that held it back for MORE THAN 100 DAYS.
A technical movement that many analysts were waiting for 👀

📈 This breakout is not only highly positive for Ethereum, but it is also often an early signal of rotation towards altcoins, as BTC's dominance starts to loosen when ETH shows strength.

🔹 ETH regaining ground against BTC = more risk appetite
🔹 And more risk appetite = better context for altcoins

🔥 ATTENTION 🔥

THE U.S. DEBT IS AT THE LIMIT… AND THAT EXPLAINS WHY TRUMP WANTS AGGRESSIVE RATE CUTS ⚠️

🇺🇸 In 2026, nearly $10 TRILLION in Treasury debt will mature: an impossible wall to refinance with high rates. This pressure could completely change the macro landscape… and directly affect Bitcoin.

🔹Each 0.25% cut saves about $25,000M a year in interest
🔹With sufficient cuts, the U.S. could reduce its interest spending by half
🔹Hence the political pressure for lower rates, even with inflationary risk
🔹And everything could accelerate if a new FED president is appointed in May 2026

📉 How does this impact $BTC ?

💵 To relieve the debt, the U.S. needs to lower rates → which devalues the dollar
💵 More debt + more issuance = less confidence in the currency
💥 When the dollar weakens… Bitcoin and crypto tend to take off

📍If the dollar faces a new cycle of degradation, Bitcoin could become the biggest beneficiary.

📊 MARKETS: Short-term holders of #Bitcoin are in a real pain zone, according to data from CryptoQuant. Most are operating below their purchase price, indicating selling pressure, silent capitulation, and fragile sentiment in the market.

These types of scenarios usually appear in phases where the market is redefining key levels and impatient investors start to give in. Sometimes, these simultaneous loss zones act as turning points that precede stronger movements when new liquidity enters.

🔥 NEW:

BitMine has just added 138,452 ETH in the last week, raising its total reserves to 3.86 million of $ETH 💥

This level of massive accumulation by a single entity reinforces institutional buying pressure and adds strength to the bullish narrative that Ethereum has been experiencing in recent days.

📈 When players of this size continue to accumulate… something is brewing.

🔥 ADOPTION MODE ON

According to data from River, ETFs and public companies now hold more Bitcoin than all exchanges combined.

💥 This marks a historic change:

The supply on exchanges continues to decline

Institutional accumulation is increasing

Selling pressure is decreasing while "slow and steady" demand is growing

When the big players have more $BTC than the platforms themselves… the narrative of mass adoption stops being theory and becomes reality. 🟧📈

🔥 SAYLOR ALERT 🔥

"₿ack to Orange Dots?"
And yes... another week, another purchase seems to be Saylor's vibe. 👀🟧

Every time he leaves these phrases, he ends up accumulating more BTC as if it were an Olympic sport.
Is it possible that another massive purchase announcement is coming?

⚡️ BIG

The increase in the liveliness of Bitcoin ($BTC ) is sending a key signal: the bull market could still be alive.

🔹 Liveliness increases when more BTC moves after long periods of inactivity
🔹 Indicates that whales and old holders are participating more
🔹 Historically, this spike has coincided with advanced phases, but not final, of bull market cycles

📌 In short: the cycle's momentum may not have ended yet.

💰 MSTR/USD 1D

Michael Saylor's strategy has been declining for 12 months.

What if this is another sign that the 1-year bear market has already ended?

In macro, everything plays in favor: end of QT, new ETFs, interest rate cuts, new pro-bitcoin Fed chair in May, expanding liquidity, approval of new policies, increasingly clear regulation, continuous adoption, banks launching crypto services, large liquidation zones at higher prices, big companies buying, whales accumulating, SP, gold, silver, MAGS at ATHs. And all of this without going into technical levels, and on-chain where the bias is also bullish.

The only thing that makes us doubt whether we are at the beginning of a bear market is the almost blind faith in the famous 4-year cycles.

Will the data win or will faith win?

I don't know Rick, everything is positive. Is this good or bad? Draw your own conclusions...

🔥 3 KEY TECHNICAL SIGNALS

Three historical indicators were activated simultaneously, signaling a possible turning point for #Bitcoin and the crypto market.

1️⃣ VELOCITY RSI (3D)

It marked its lowest level since 2018, 2020, and 2022.

Every time it fell to this zone → a strong rebound came.
✔️ Indicates extreme bearish exhaustion.

2️⃣ MVRV Bollinger (Short-Term Holders)

It is at its 3rd most oversold level in history.

Similar levels only in 2018 and 2021, both market bottoms.
✔️ Short-term holders are capitulating → typical floor signal.

3️⃣ ALTCOINS Dominance

The monthly MACD is turning upward after almost 2 years.

This turn often anticipates major altseasons (2017 and 2020).
✔️ A new impulse of altcoins vs BTC could begin.

📌 Conclusion:
The combination of bearish exhaustion in BTC + capitulation of holders + macro turn in altcoins suggests that the crypto market may be very close to a significant trend change.

⚠️ BREAKING NEWS ⚠️

🩸 The latest rise of #Bitcoin caused more than $140,000,000 in LIQUIDATIONS of leveraged positions to the DOWN… in less than 1 hour.

📉 Traders betting against BTC were swept off the map, showing once again how dangerous the current volatility is.

🎯 The "liquidation carnival" continues without brakes… and now it's hitting hard in both directions.

🐋 WHALE ALERT: A newly created wallet withdrew 42,225 $ETH (≈ $120M) from Binance.

👀 Giant movement — typical signal of accumulation or cold storage.

🚨 Over $636 MILLION in crypto positions were liquidated in the last 24 hours 😵‍💫

🔻 $567.35M came from long positions
🔺 $69.54M from short positions

💥 Volatility is ON FIRE and leverage has hit the market again. Is more blood or a bounce coming? 👀

🚨 ATTENTION 🚨

JAPAN TRIGGERED THE FLASH CRASH OF #BITCOIN

😱 Yesterday $BTC plummeted more than $4,000 in 1 hour, and the #crypto market erased $150 billion in capitalization.
More than $600 million in leveraged traders were liquidated.

🔥 What triggered the drop?

🇯🇵 The Bank of Japan (BOJ) went from "all calm" to a 76% probability of raising rates this December 19.
This caused the yield on 2-year Japanese bonds to rise to 1.84%, its highest level since 2008.

⚠️ Why does it affect #bitcoin and crypto?

🔹 Japan kept rates at 0 for decades
🔹 Allowed massive yen loans for over $20 TRILLION
🔹 Investors used those cheap yen to invest in higher-yielding assets = Yen Carry Trade

👉 But if Japan raises the rate, the carry trade breaks.
Investors reduce risk → sell → recover yen → pressure global markets (including crypto).

Good morning, Here we leave you the reason why cryptocurrencies fell on this Monday... do you think they will continue to fall? Are you prepared to buy back? 😱💪🏽🚀