🚨CRYPTO WILL SURGE! FED CUTS RATES & ENDING QT!

Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:04):
Hey, folks, Welcome into the Thinking Crypto Podcasts through Home
for cryptocurrency news and interviews. I'm your host, Tony Edward
on your way in. Please sit that subscribe button as
well as the thumbsup button and leave a comment below.
If you're listening on a podcast platform such as Spotify
or Apple, please leave a five star rating and review. Folks.
Today we've got a big announcement from the FED. So

(00:25):
we had an FMC hearing of course, and fedcher Jerome
Powell came out and said that they are continuing to
cut rates, and they cut rates by twenty five basis points,
so rates are now at four percent. But the big
news he said, the FED will end quantitative tightening QT
on December first. So from the macro, what have we

(00:46):
seen since November December twenty twenty one. The FED went
into quantitative tightening, raising rates, we went into a bear market,
and then they started pausing rate hikes, and then the
bullmarket started right and then they started cutting rates. And
they've been doing liquidity injections, so kind of a pseudo
or stealth QE along the way, liquidity injections from the

(01:09):
Treasury and much more so global liquidity has been rising,
assets have been rising, and the FED has continue to
cut and now we're at the door of the QT
ending here, So this is very good. It means that
we're headed towards a more easy money cycle and it
will make capital cheaper by the cutting rates. And we

(01:30):
know that the FIAT system requires that they continue printing. Now.
It doesn't mean that they're going to start money printing
in December right as soon as QT ends obviously, right,
I think that starts. The full on money printing will
start maybe sometime in twenty twenty six. And usually the
FED is looking for when something breaks, so whether it's
the banks or something, they have a narrative, they have

(01:52):
an excuse to step in and start some sort of
full on money printing. But like I said, they've been
doing stealth QE and injecting liquidity in different ways, and
obviously the other central banks around the world have been
doing the same thing. That's why global liquidity has been
a leading indicator for this bull market. And all assets
are following global liquidity, snocks, crypto, real estate, precious metals

(02:15):
right all hitting new all time highs. So this all
modes well for assets in the bull market. Continuing, and
today we of course saw a ton of volatility. In fact,
Bitcoin pull back even the stock market as well. And
it's what I said at the beginning of the week.
Any week or day there's an announcement from the Fed,
there's going to be tons of volatility. So we have
to let the dust settle here. I think next week

(02:37):
is when we can really judge what's happening with this market.
But the structure is still in place, folks. Nothing has
been invalidated for the bull market. And Bitcoin, despite its
volatility and pullbacks and so forth, is still holding key
support levels. And you know, we've been sharing multiple data
points and factors about what whales are doing based on
on chain data. We continue to see crypto companies doing IPOs.

(03:02):
We're going to talk a bit about that today. And
the stock market has been hitting new highs. And look,
I'm not saying we're gonna pump tomorrow. We could see
a big pullback later this week or next week, right
before we bottom out and start moving. So the game
here is to be patient and to look at the
market from a macro perspective. I know a lot of

(03:23):
people are getting frustrated right this bullmarket is a bit different.
But once you're paying attention to the data and the
facts and the macro and the on chain data, you
get to see the full picture. That okay, despite certain
movements and the chart and so forth being different, and
the delay being caused by the terrors. Remember I've been

(03:43):
on record saying since the Terrorff crash of earlier this year,
this whole timeline has been shifted, and I've been saying
that this bullmarket can continue into twenty twenty six, into
Q one, but we have to get more confirmation. But
it's looking that way, because I gave the example many times,
bcoin hitting new all time high in August in a
period where it's generally selling may go away, but that's

(04:06):
because the timeline shifted with the delays, and you know,
the Tireff crash and so forth. And then we had
the recent twiff dump and some manipulation with some bear
shorting with some inside information. But I digress. Things are
still on track here. I'm not bearish, I'm not worried.
I think it's just a matter of patience here because

(04:27):
the data in the structure is still in place here.
So folks, this is once again some good news. We
continue to head to the easy money cycle. Now there
will be a top of the market. Maybe something blows up.
We'll have to wait and see. I don't know. I
don't have a crystal ball. But these factors are signals
to the markets, and the markets are forward looking, so

(04:48):
folks know that if you're wrapping up QT at some
point not too far along, you're going to go back
to quantitative easing and the money printing, so that will
drive asset prices higher. Folks. This episode is brought to
you by Treasure. Treasure makes beautiful hardware wallets that make
it easy for you to safely self custody your crypto assets.

(05:08):
Many of you know, I'm a big believer in self
custody folks that have been for years. I believe this
is the safest way to custody your assets. And Treasure
they were the pioneers of hardware wallets. They started this
back in twenty thirteen. They created the hardware walts and
the seed phrase setup and much more. And I'm a
user personally of the Treasure Safe five and I recently

(05:29):
got the new Treasure Safe seven. This was the device
they launched just last week, which is amazing. It has
some really cool features. It's quantum proof, it's waterproof, has
a brand new chip and great design, new touchscreen and everything.
It's pretty amazing. So Treasure supports all the top crypto acids,

(05:49):
Bitcoiny Theorem, Salona, XRP, Cardano, and many others, including new
tokens like black Rocks, Biddled, And they have a software
called Treasure Suite which allows you to easily manage this
and you can buy and sell within that software. And
they also have a handholding service, so if you want
to speak to a Treasure rep to help you get
your device set up, you can speak to someone that's

(06:10):
i mean groundbreaking. You don't get that type of support
from any many crypto companies in this industry. But you
don't have to worry. They don't ask you for your
seed phrase. So I know that's a big concern people,
are they going to take my seedhrase out? They don't
ask for that, and you should never give that to anybody,
of course. So again Treasure, I'm a user and they
just launched the Save seven device. Now you can use

(06:33):
my code thinking crypto all one word thinking crypto to
get five percent off. Just note that that discount is
not available on the Treasure Safe seven, but it is
available on the other products like the Save five and
the other things. So check out Treasure Guys, beautiful hardware
wallets and the safest way in my opinion, to custody
your assets. Link will be in the description. Folks, look

(06:55):
at this news. This is massive MasterCard eyes zero Hash
acquisition for nearly two billion dollar bet on stable coins.
So you know, just this week we reported about Western
Union launching a stable coin on Solana Visa expanding its
stable coins to new blockchains. Right, so, all the payment companies,

(07:16):
all the credit card companies, all the Wall Street firms
are here building. Whether they're tognizing launching stable coins, launching
crypto trading, or custody, they're here. And it's amazing to
see the headlines with these big players getting involved in crypto.
So MasterCard is in late stage talks to acquire blockchain
startup zero hash. We're up to two billion dollars. Fortune

(07:39):
reported stable coins tied to fiat currencies are becoming a
key focus for global payment flows, with projections suggesting payment
volumes could reach one trillion by twenty thirty. Zero hash
specializes in providing stable coin payment infrastructure and raised one
hundred and four million dollars led by interactive brokers Morgan
Stanley in September. So, folks, the race is on all

(08:02):
of these credit card companies and payment companies. They want
to integrate stable coins because you all know the benefits
instant settlement, faster, cheaper movement of money, and you have
the transparency. You don't have the black box wall garden
where nobody can see what's happening. So it's all in
the blockchain. And these companies are recognizing they need to
launch stable coins or integrate stable coins, and they need

(08:26):
to leverage public blockchains as well. Now, don't get me wrong,
many of them will use private blockchains internally, but they
have to bridge to public blockchains. Many of them have
discovered that they try to bypass the public blockchains by
creating the private blockchains, and it didn't work, right because
who the hell would trust the wall garden, Right, it's

(08:46):
going back to the same centralized problems. But of course
they would have a new face, right saying, oh, it's
a blockchain, but no, it's not public. So this is incredible. Guys,
look at the adoption that's happening. It's you are on
the right side of history if you have been investing
in this technology ahead of the masses who are not
paying attention to people who are not educated, and that

(09:09):
will pay off well for you if you're patient. So
you got to be patient. Now. One of the things
I mentioned earlier is we got companies doing IPOs, and
no one IPOs in a bear market. Only a fool
would do that, right, So this is another macro signal
as to why I don't believe the bullmarket's over. So
Consensus plans public debut, taps JP Morgan and Goldman Sachs

(09:31):
to lead the IPO. What a headline. We know Consensus
they work on Meta Mass and Etheroereum of course, and
one of the largest crypto companies in the world. Guys,
And it's just amazing to see these companies saying we're
ready to go public. And you know, just yesterday I
talked about Securitized, the tokenization firm, which you know they're

(09:53):
backed by black Rock. They're going public. So it's just amazing.
So Consensus, the creator of the Meta mass won it,
plans to go public with JP Morgan, Chase and Goldman
Sachs leading its ipo. Axios reported the Ethereum developer also
backs sharp Link, which this week said it will deploy
two hundred million dollars into on chain yield strategies on

(10:14):
linear consensus layer to network. The move follows a wave
of crypto firms including Circle, Gemini and Bullish going public
this year amid improving US regulatory clarity. Again, do you
think they're going public later this year? If the market
has tough? Put your thinking cap on right? Also crack
in Exchange, they're on the horizon to go public. And

(10:35):
I mentioned securitize. So again, if these big banks are
backing these firms to go public, right, do you think
these banks are going to say, yeah, let's go public
as we enter a bear market and the market's about
to crash. Come on, guys, come on right. So this
is where you know some of the chart guys who

(10:56):
are so hyper focused on charts and don't see the
macro market trends and activities. And in addition to on
chain data, they're missing a bigger picture. So you can't
just look at one aspect, Like I can't just look
at the macro and say, oh, yeah, this is it. No,
I have to look at the charts and I have
to look at on chain data. And this is why

(11:16):
we start off the podcast talking about the FED right
and their decisions and how that leads to easy money
and more liquidity because that drives asset prices. So I
hope you appreciate that I'm giving you the holistic view
and different points of views. And it's important that you
not only listen to me, but you do your own
research and you also listen to other people, right, It's

(11:38):
important to get different points of views. Don't follow me
like some cult or something like that, because I'm human
and I make mistakes. But I try my best to
point you to the facts and the data, not my emotions,
not how I'm feeling, and all of that. Right. So, guys,
huge news that Consensus is planning to do this and
once again one of the largest companies. This is one

(11:58):
I would potentially look to invest sin, you know, from
a stock perspective, but in the bear mark not now.
I never buy into pumps, guys, because I know there's
not gonna be much upside and I'm gonna wait for
all these things to crash down and then buy the
blood on the streets and wait for the next bull market.
So that is my strategy. And speaking of securities, you

(12:20):
know I mentioned they're going to go public. They announced
today a new partnership would be and Y Global. We're
talking b and Y the bank here, the largest custodian
bank in the world and the oldest bank in the
United States. Starting with the launch of the token ied
AAA CLO fund that will be seated with one hundred
million dollars, our seventh fund to exceed that AUM from

(12:42):
a Grove finance, it looks like here, let me see
I grow finance part of the sky ecosystem. I've not
heard of these, but look at what's happening. I mean,
you got the major banks here. It's just incredible. Guys,
I'm blown away by this news. The banks here coming in.
And yet if you look at crypto, Twitter and some

(13:04):
of the retail folks, they are feeling depressed. They are
giving up. They're like, this bull market sucks, right. And again,
you can't get emotional. I understand that you can feel annoyed,
but you can't let yourself get too emotional. You got
to check your emotions to the door, and you got
to make sure you look at the data and all
the things that are happening here. Guys, and I see
a lot of bullish things there, despite short term volatility,

(13:27):
despite short term pullbacks and all that, that's just noise.
If you look at the macro everything's still on track.
Now look at this news. Germany's AfD urges government to
treat bitcoin as a strategic asset. Wow, Germany, I bet
they wish they didn't sell off all those bitcoins that

(13:47):
they did. I think was it twenty twenty three or
twenty twenty four, I can't remember, but man, what a
dumb move by the government to do that. If they
had just held onto it, they could have formed a
massive strategic reserve. So the German parliament is set to
review a motion urging the government to recognize bitcoin as
a unique, decentralized digital asset that deserves a strategic approach.

(14:09):
Germany's main opposition party, Alternative for Germany AfD, has submitted
an official motion to the national parliament, the Bundestag, if
I'm saying that right, opposing the overregulation of bitcoin follow
on Tuesday. The motion argues that bitcoin is fundamentally different
from other crypto assets and should not fall under the

(14:29):
europe wide crypto regulatory framework known as Markets in crypto
assets or MECA. Here is a quote. Overregulation of bitcoin
service providers and users in the course of national MECA
implementations jeopardizes Germany's innovative capacity, financial freedom and digital sovereignty.
The motion states, So, folks, I've said it a long

(14:50):
time ago. Any country that bans crypto or goes against
it as writing their economic death sentence because the markets,
the governments, the economies will all be running on blockchain rails.
We're seeing the infrastructure being built out. Yes you have
your laggards, Yes you have your naysayers still hanging around
here and there, but they're all going to capitulate. And
Ben de Knee especially that the banks and the big

(15:10):
traditional players are going all in. And we know those
firms they lobby politicians, right, this is how it works,
and they'll get the naysayers and the politicians on board.
So it's a foregone conclusion. All right, we know where
this puck is heading. Guys. Look at this Bitgo expands
institutional custody to Canton Networks native token. Now, if you

(15:34):
recall I've been beating the drum on Canton network. Watch
this blockchain. It's backed by a ton of banks and
Wall Street firms. It's privacy focused, but it's built as
a public blockchain, and I told you I'm gonna grab
the token for this one. I interviewed the CEO of
Digital Asset, that's the name of the company you've all ruse,
and they're building the Canton Network. So I'm waiting for

(15:56):
this token to go live and I'll be I'll let
you guys know if I take up as I should
say so. Digital asset infrastructure company Bitgo has added support
for Canton Network or Canton Coin CC that's the ticker
the native token of the Canton network, in a move
that could make it easier for US institutions to hold
the asset through a qualified custodian. The companies announced the

(16:18):
integration on Wednesday, saying it will give banks and asset
managers compliant access to a network already processing significant volumes
of tokenized real world assets. The partnership introduces cold storage,
custody and insurance backed security, and could pave the way
for future support of stable coins, token is securities, and

(16:38):
other on chain financial instruments. Now something to mention. Bitco
is also another company that is looking to go public.
So again, anybody going public in the bear market and
when the market's stopped out, so we still got some
room to run here, just got to get through the
volatility in the chop Look at this news. Brazilian solar
firm to open considers bitcoin mining to obs or surplus power.

(17:01):
We've talked a lot about it over the years, guys
that energy companies around the globe will start to mine
bitcoin to monetize the access and wasted energy, right, and
that's going to further boost crypto adoption, secured a network
and much more so. Brazilian solar power producer Thopin is
exploring a move into bitcoin mining to absorb surplus energy

(17:23):
generated by the country's fast growing renewable sector. The company's
CEO to local outlet BN America's Gustavo Ribeiro, who is
the CEO of Thopin and its majority owner Pontol Energy,
told BN America is the company is considering expanding into
bitcoin mining, according to Wednesday report. When asked how Thopin

(17:44):
plans to address Brazil's energy oversupply, Ribeiro said the company's
mitigating the issue through diversification. He added that the company
is also evaluating solutions such as data centers, and bitcoin
mining near the load to absorb locally generated energy. So
I think this trend will continue. I think folks are

(18:05):
going to look to mind bitcoin across the globe again
to monetize that excess or energy that would be wasted.
All right, final news item here. Paolo Ardino, CEO of Tether,
today gave an updated graph showing that Tether is now

(18:26):
number seventeen as one of the largest holders in US
debt you know, sense he treasuries, He says, with one
hundred and thirty five billion of US treasuries, Tether is
now the seventeenth largest holder of US debt, passing also
South Korea, and he says soon Brazil. So Brazil is
right ahead of them. So, guys, we're going to see

(18:46):
more stable corn companies make this list over time. Now
will all of them make the list? No, and Tether
certainly has a large lead, but I think Circle could
be next. But look, maybe the banks, you know, like
you're Jay Morgan or City and so forth, they launch
a stable coin. They've already got a lot of US
treasuries and things that they're doing with you know, the

(19:08):
US debt and so forth, and they could back that
stable cooin, so they could easily pop up on this list.
But we are in another Breton Woods moment, folks. This
is pretty incredible stuff. It's mind blowing to see this.
And I think part of the tariff war and what
Trump is doing is some of the renegotiating with these

(19:30):
countries because we're not as reliant or needy of them
to hold our treasure treasuries. Right So, Japan right now
is the leader, and then the United Kingdom and then China.
So China has been on the decline as far as
the amount of you know, US debt they've been holding.
So if you understand the whole currency set up and

(19:52):
the issuing of debt and other countries holding our debt
and so forth, and how that helps the United States
and the US dollar, you know, do your research on
that and you'll figure out why. The moment that we
live in and what's happening with stable coins and tariffs
and so forth. It's another Brettonwoods moment, a massive change,
and it's incredible. It is incredible what's taking place, folks.

(20:15):
That's the news. Let me know what you think, leave
your thoughts and comments, bell all hit the thumbs up
button if you appreciated this content, please support it the
podcast by subscribing to my free email Loseletter. It is
one hundred percent free on substack. Link would be in
the description. Check out my book on Amazon it's available
in paperback and digital, and my course at Mycrypto course
dot com. Folks, thank you for tuning in. I appreciate

(20:38):
you all, and I'll talk to you all later

All Episodes

Episode Transcript

Popular Podcasts

Stuff You Should Know

Medal of Honor: Stories of Courage

Dateline NBC

.css-15opob5{left:0;position:absolute;top:0.8rem;} All Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}🚨CRYPTO WILL SURGE! FED CUTS RATES & ENDING QT!

Episode Transcript

Popular Podcasts

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}Stuff You Should Know

Medal of Honor: Stories of Courage

Dateline NBC

All Episodes

🚨CRYPTO WILL SURGE! FED CUTS RATES & ENDING QT!

Stuff You Should Know