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Bitcoin mendorong keras kali ini! Biarkan ia menembus 92.000 dan perjalanan menuju 95.000 akan mudah!
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Linea’s Core Strengths vs Other L2s
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Why Plasma Is Trying to Steal Tron’s USDT Crown
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The market keeps telling the same story, and people are still pretending not to hear it. Rate cut odds for December are now sitting at 85%. This isn’t a small move — just a few weeks ago these odds were barely above 30%. That’s a full repricing of the macro landscape in real time. And remember: The current target rate is 375–400 bps. The market is now betting heavily that the Fed brings that down to 350–375 bps before the year ends. That’s not tightening. That’s not “cycle topping” behavior. That’s the beginning of an easing cycle. When cycles ended in 2017 and 2021, rate expectations were shooting UP, not DOWN. Liquidity was being sucked out of the system, not injected back in. But today? • QT ending in December • Multiple global central banks preparing cuts • Stimulus packages everywhere • Treasury buybacks returning • Liquidity indicators rolling upward • Bond markets pricing a softer path ahead Every major macro signal is pointing toward easing, not tightening. And easing is the fuel that crypto thrives on. The irony is wild: people are calling a top at the exact moment the macro conditions that start bull markets are aligning again. It’s a preview of the next chapter. High probability rate cut + end of QT = the liquidity cycle finally waking up. And when liquidity wakes up, crypto doesn’t drift — it moves.
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Every big cycle in crypto has ended the same way. 2017 ended with rate hikes. The Fed tightened, liquidity dried up, and Bitcoin topped right into QT. 2021 ended with rate hikes. Inflation spiked, the Fed panicked, and we saw the fastest tightening cycle in history. That’s how crypto tops form — not during liquidity expansion, but during liquidity destruction. And now look at where we stand today: • QT is literally ending in December. • Rate cuts are already being priced in globally. • The U.S., Japan, China, Canada, and Europe are all preparing or executing massive stimulus plans. • Global M2 is hitting new highs. • Treasury buybacks have restarted for the first time in years. • Money markets are expecting multiple cuts in 2026. • Risk assets, historically, bottom when liquidity is tight — not when liquidity is returning. So… I’m supposed to believe the cycle is “over” right when liquidity is turning back on? Not a chance. Crypto doesn’t die in easing cycles. Crypto is born in easing cycles. If anything, the last six months look exactly like every mid-cycle flush before the real move begins. This is not what a blow-off top looks like. This is what a reset looks like. And resets usually come before the biggest leg of the bull run — not after.
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People: Alts are in a bubble Meanwhile Alts/BTC since 2021! 👇🏻 Thoughts?
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