BREAKING: THE FEDERAL RESERVE JUST BLINKED. QUANTITATIVE TIGHTENING IS DEAD.
December 1, 2025 will be remembered as the day the illusion cracked.
After draining $2.4 trillion from the system since June 2022… After crushing markets with “higher for longer”… The Fed just ended Quantitative Tightening.
Here’s the number they pray you won’t see:
- The Overnight Reverse Repo Facility has collapsed from $2.3 trillion to $34 billion in 18 months. - That’s a -98.5% drain in liquidity. - The Fed’s buffer is gone.
This wasn’t a pivot. This was the final lever. Pulled in panic.
In 2019, repo markets froze. In 2020, $6 trillion was printed. Now in 2025, the Fed stands cornered once more.
Why?
- Treasury auctions are failing. - Foreign demand is evaporating. - The debt machine is starving.
So here’s the question no one dares to ask:
What happens when the central bank of the global empire runs out of ammo but keeps pretending it holds the high ground?
This is not a return to normal. This is the start of permanent liquidity injections.
Hard assets will rise from the ashes. Paper promises will turn to dust.
The final unwind has begun. The temple of fiat is cracking. And time is running out.
Yesterday in Dubai, Peter Schiff held a gold bar on stage.
CZ asked one question: “Is it real?”
Schiff’s answer: “I don’t know.”
The London Bullion Market Association confirms there is only one method to verify gold with 100% certainty: fire assaying. You must melt it. Destroy it to prove it.
Bitcoin verifies itself in seconds. No experts. No labs. No destruction. A public ledger secured by mathematics that 300 million people can audit simultaneously from anywhere on Earth.
For 5,000 years, gold’s scarcity was its value proposition. But scarcity means nothing if authenticity cannot be proven.
The numbers no one is discussing:
Gold counterfeiting affects 5 to 10 percent of global physical markets. Every vault, every bar, every transaction requires trust in someone.
Bitcoin requires trust in no one.
Gold market cap: $29 trillion built on “trust me.” Bitcoin market cap: $1.8 trillion built on “verify it yourself.”
This is not speculation versus stability. This is the 21st century verification cost inversion.
When the world’s most famous gold advocate cannot authenticate gold in his own hands, the thesis writes itself.
Physical assets that cannot prove their own existence will lose monetary premium to digital assets that prove themselves every ten minutes, every block, forever.
The question is no longer “Is Bitcoin real money?”
The question is: “Was gold ever verifiable money?”
Watch institutional flows. The reallocation has begun.
JUST IN — INDIA’S BIG CRYPTO SHAKE-UP! Parliament’s Finance Committee has summoned top platforms like 𝐂𝐨𝐢𝐧𝐒𝐰𝐢𝐭𝐜𝐡 and 𝐂𝐨𝐢𝐧𝐃𝐂𝐗 to discuss one massive question:
𝐇𝐨𝐰 𝐈𝐧𝐝𝐢𝐚 𝐰𝐢𝐥𝐥 𝐛𝐮𝐢𝐥𝐝 𝐢𝐭𝐬 𝐜𝐫𝐲𝐩𝐭𝐨 𝐫𝐨𝐚𝐝𝐦𝐚𝐩.
This meeting could shape India’s crypto future for the next decade.
1. Pemilik tidak dapat mengenakan biaya lebih dari dua bulan sewa sebagai deposit.
2. Penyewa tidak dapat diusir tanpa proses hukum yang jelas.
3. Semua perjanjian sewa harus sekarang distempel secara digital dan terdaftar secara online dalam waktu 60 hari.
4. Seorang pemilik dapat merevisi sewa hanya setelah 12 bulan dan harus memberikan pemberitahuan tertulis setidaknya 90 hari sebelum kenaikan.
5. Seorang pemilik harus memberikan pemberitahuan tertulis setidaknya 24 jam sebelum memasuki properti untuk inspeksi atau perbaikan.
6. Jika perbaikan penting diperlukan, penyewa harus memberitahu pemilik. Jika tidak ada tindakan dalam 30 hari, penyewa dapat memperbaikinya sendiri dan mengurangi biayanya dari sewa.
7. Tindakan apa pun seperti mengganti kunci, mematikan listrik atau air, atau mengancam penyewa sekarang dapat dihukum.
"we'll automate your workflows" "AI will handle the repetitive stuff" "you'll save 20 hours a week"
close rate? maybe 15%
businesses heard "automation" and pictured: → robots replacing their team → systems they don't understand → becoming dependent on tech that breaks
fear kills deals
so i changed the pitch completely
now i sell "employee amplification"
same exact service completely different frame
here's how it works:
old pitch: "we'll automate your invoice processing"
new pitch: "tinky winky spends 6 hours a day matching invoices. what if tinky winky did that in 11 minutes and spent the rest of the day on supplier negotiations—the thing you actually hired him for?"
old pitch: "AI will handle your customer emails"
new pitch: "po answers 200 emails a day. 180 of them are the same 12 questions. what if po only handled the 20 that actually needed a human brain, and spent the rest of the time closing deals?"
the client doesn't want fewer employees they want better employees
they hired tinky winky because tinky winky is brilliant at negotiation but tinky winky is drowning in data entry
they hired po because po closes deals but po is buried in inbox management
automation isn't about replacing tinky winky and po it's about unleashing them
when you pitch replacement, you trigger fear when you pitch amplification, you trigger excitement
"your team is about to become superhuman" "same headcount, 3x the output" "tinky winky finally does what you hired tinky winky for"
close rate went from 15% to over 60%
same service same price same delivery
different story
stop selling automation start selling what automation enables
comment "AMPLIFY" and i'll send you the exact pitch framework + the discovery questions that uncover who tinky winky and po are in every business
🇮🇳 Karnataka govt signs an MoU with Coinbase to boost blockchain & cybersecurity across the state, from developer training to startup support to real-world use cases.
A massive step toward a stronger, smarter, innovation driven crypto ecosystem.
Jika Anda berpikir untuk menjual di sini karena “siklus sudah berakhir”, Anda sedang berbaris untuk menjadi likuiditas keluar bagi institusi.
Tidak berlebihan. Taruhannya sebenarnya sangat besar.
Jika Anda menjual BTC sekarang karena Anda berpikir pasar bearish berbasis waktu *harus* dimulai setelah halving, ada kemungkinan besar Anda menjual:
> dekat dengan titik terendah > dengan kerugian > tepat sebelum gelombang likuiditas terbesar yang pernah kami lihat
Ya, dalam 3 siklus terakhir BTC mencapai puncaknya sekitar Q4 tahun setelah halving. Ya, setiap kali itu turun ~80% setelahnya. Itulah asal mula agama “siklus 4 tahun”.
Tapi inilah yang hampir semua orang lewatkan:
Halving tidak *menyebabkan* siklus tersebut. Itu hanya sejajar dengan **penggerak nyata**:
> likuiditas global + siklus bisnis.
Setiap lonjakan besar BTC memiliki pola yang sama:
> Bank sentral membanjiri sistem dengan uang (QE, impuls kredit). > Likuiditas berkembang. > PMI (indeks siklus bisnis) mencapai titik terendah, lalu mendorong di atas 50 → 55 → 60 > BTC dan kemudian altcoin melambung.
2013: Fed QE. 2017: ECB, BoJ, China semuanya mencetak uang. 2020–2021: QE global rekor setelah COVID.
Setiap kali, halving “cocok dengan cerita”. Tapi **likuiditas** yang melakukan kerja berat.
Sekarang lihat siklus ini:
> 2 tahun terakhir = QT, suku bunga lebih tinggi, likuiditas ketat. > PMI datar/turun. > BTC *seharusnya* berada dalam bull textbook, tetapi kenyataan mengatakan “belum saatnya”.
Inilah baliknya:
> QT akan berakhir. > Pemotongan akan datang. > Ketua Fed baru kemungkinan besar akan hadir. > AS + sisa dunia diinsentif untuk **memperluas** lagi (utang, pemilu, perlombaan senjata AI, dll.).
Kami **tidak pernah** memasuki pasar bearish yang sebenarnya sementara likuiditas sedang berkembang. Tidak sekali pun.
Dan kali ini, kami juga memiliki:
> ETF Spot > Arus TradFi yang besar > Algoritma yang memperdagangkan likuiditas, bukan grafik pelangi
Larry Fink tidak sedang memperhatikan meme “siklus 4 tahun” Anda. Dia sedang memperhatikan M2, neraca Fed, PMI, dan sinyal risiko.
Jadi jika Anda menjual BTC Anda sekarang karena “di sinilah siklus selalu berakhir”: Anda kemungkinan besar menjual koin Anda kepada institusi **tepat sebelum** siklus likuiditas nyata bahkan dimulai.
SEC Chair Paul Atkins just went on Fox Business and called tokenization “the way the world will be” -- not in 10 years, but maybe in just a couple 🤯
After years of the SEC standing in the way of innovation, he’s now saying regulators must embrace it to keep the U.S. at the forefront of global markets.
The quiet part was just said out loud: The modernization of markets isn’t optional - it’s key to survival.
Need to catch up on the news? Here's our top 10 from today:
🔸 Solana Mobile to launch its native token SKR in January 2026, unveils tokenomics with 10B supply.
🔹 BlackRock CEO Larry Fink now sees Bitcoin as an "asset of fear," calling it a big shift in his opinions after previously associating crypto primarily with money laundering.
🔸 Sports apparel giant Fanatics has launched a new prediction market platform in partnership with Crypto. com.
🔹 Senator Cynthia Lummis hinted the U.S. could soon make a move to buy Bitcoin.
🔸 The Fusaka upgrade has gone live on Ethereum’s mainnet, introducing new enhancements designed to improve scalability, efficiency, and security.
🔹 Coinbase CEO Brian Armstrong says major U.S. banks are partnering with the exchange on pilots involving stablecoins, custody, and trading.
🔸 $LINK gets its first US spot ETF as Grayscale’s GLNK opened with $37M in net inflows and $52M+ in assets.
🔹 $LINK gets its first US spot ETF as Grayscale’s GLNK opened with $37M in net inflows and $52M+ in assets.
🔸 CNN will integrate Kalshi’s prediction markets across its news coverage, bringing real-time event forecasting to its broadcasts.
🔹 Binance has introduced Binance Junior, a parent-controlled crypto savings account for kids and teens.
The Federal Reserve tidak akan terlalu banyak memotong suku bunga
Mereka tahu jika mereka mulai memotong suku bunga, itu akan merusak
Perdagangan Yen Carry
Karena sekarang suku bunga akan lebih murah di sini, sementara di Jepang suku bunga akan naik
Seluruh inti dari perdagangan Carry adalah mengambil uang Jepang dengan suku bunga rendah dan datang ke Amerika Serikat untuk mendapatkan hasil suku bunga tinggi
Apa yang terjadi sekarang adalah SEBALIKNYA
Jepang sedang menaikkan, Amerika sedang menurunkan
Merusak perdagangan mereka dan membuat mereka harus melepaskannya.
POLYMARKET DROPS U.S. APP: THE PREDICTION KING GOES MAINSTREAM
Polymarket just launched its U.S. beta to waitlisters, triggering a frenzy that shot it to #1 on the App Store overnight.
No more VPN hacks or offshore headaches; this is your shot to bet on NFL nail-biters, NBA buzzer-beaters, and every wild play in between, trading in and out faster than a Hail Mary.
The $3B/month prediction behemoth is diving headfirst into football frenzy and basketball bonanza, with geopolitics, elections, tech, and culture markets hot on the heels.
After acquiring QCX for CFTC compliance, they're gunning for sports domination... with geopolitics, elections, and tech markets close behind.
Why the hype?
Bigger wins, no limits, USDC-fueled smarts, Polymarket's not gambling; it's the future of crowd-sourced truth, and with Trump-era deregulation vibes, this launch screams mainstream takeover.
PRESIDENT TRUMP WEIGHING A ROBOTICS EXECUTIVE ORDER FOR 2026
Commerce Secretary Lutnick has been meeting with robotics CEOs & is pushing to accelerate the industry with the administration now evaluating a formal robotics order for next year.
How robotics is quietly getting built out across the economy:
1. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA, $AVGO & $QCOM are the engines & nervous system that let the robots sense and act.
2. $AVAV, $ONDS, $RCAT & $UMAC are building the UAV drone fleets that feed into the autonomous defense networks run by $LMT, $RTX & $GD
4. $GOOGL, $AMZN & $MSFT supply the AI data layer that connects every machine, while $ROK & $ZBRA provide the controls, scanners & mobile robots that keep factory lines/warehouses moving.
5. $MBLY, $LIDR, $LAZR & $INVZ supply the perception stack that lets robots see & navigate the world.
6. $ISRG, $PRCT, $SYK & $MDT bring surgical robotics that are reshaping operating rooms.
7. $RR, $OII, & $FARO push robotics into underwater, field & customer-facing service roles.
8. $AMZN deploys hundreds of thousands of warehouse robots to move & pick goods, while $SYM & $SERV build the autonomous mobile robots that power fulfillment & last-mile retail logistics.
BARU: Mengikuti penerimaan Vanguard terhadap ETF kripto, SEI kini menjadi bagian dari sekumpulan altcoin terpilih yang dapat diakses oleh 50M pelanggan Vanguard melalui DIME ETF.
Vanguard adalah salah satu manajer aset terbesar di dunia, dan pengelola terbesar aset 401(k) AS, dengan lebih dari $11T dalam AUM.