MAJOR ROTATION FROM GOLD & SILVER TO BITCOIN & CRYPTO IS COMING!

Episode Transcript
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Speaker 1 (00:04):
If folks, welcome into the Thinking Crypto Podcasts. You're home
for cryptocurrency news and interviews. I'm your host, Tony Edward.
On your way in. Please let that subscribe button as
well as the thumbs up button and leave a comment below. Folks,
we got lots to get into because we're seeing some
very interesting action here on the charts. So first up,
Ted Pillows on x highlighted that the big point three

(00:26):
day mac D, so this is a three day chart
has crossed. The bullish cross has happened. This is very
good and this will lead into, of course the weekly chart,
which yesterday I was highlighting to you guys, the weekly
The bears are losing momentum on that weekly mac D.
Ted says this marked the bottom and reversal in April
twenty twenty five. Will it happen again? Now we know

(00:48):
markets are cyclical, so I absolutely believe this is going
to happen again because you're seeing the cross. But we're
gonna have to give it time. You know, we were
talking about in yesterday's podcast that we're going to have
to let this play out maybe till late in January.
We're going to start to see some strong price movements
and that will lead into February. The big question is
will it be a relief rally, simply a relief rally,

(01:11):
or the bullmarket continuation. I am leaning more towards the
bullmarket continuation, with Bitcoin hitting new all time highs and
all coins following, and this is based on the macro
and a big signal we've been seeing, of course is
gold and silver have being ripping, and silver has been
breaking all time highs every week, and these assets are
indicating to us that the macro bullmarket for all assets

(01:34):
is not over. You know, this is something I've been
telling you guys for years now, right since the beginning
of twenty twenty three, that we are in a macro bulmarket.
These acid classes are following global liquidity as the debasement
of currency is happening across the globe, and we are
seeing rotation between them, from precious metals to the stock
market to crypto. Even real estate has been hitting new

(01:54):
all time highs, so they all have their turn and
we see new all time highs being hit now. The
other factor is that the stock market is still looking strong,
the SMP five hundred, and that's that their charts are
also looking good. So you got this combination of factors here,
which is why I'm leaning more towards the probability being
that this bull market's not over. Here's another example of

(02:16):
that is the bitcoin bottom officially in This was tweeted
out by Bitcoin News on x They said, the Bitcoin
slash gold RSI is currently testing a historic purple downtrend.
This has happened only four times before, each marking the
absolute cycle low for bitcoin. This includes twenty eleven, twenty fifteen,

(02:36):
twenty eighteen, and twenty twenty two. Each touch point confirmed
a higher low on the Bitcoin slash gold pair. The
twenty twenty five low is now being tested. History suggests
a major reversal could be looming. So again you have
these chart patterns, you get the macro, you these other
acid classes still showing strength. So that's why, folks, I

(02:57):
am leaning more towards again the thesis that the higher
probability is going to play out, that this is going
to go to a new all time high. Now I
could be wrong, right, I don't have a crystal ball.
I'm just using the data and what I'm seeing here
and a lot of the fundamentals and the macro information
to for my thesis, so I'm not guessing. I'm using

(03:17):
those factors as we've been discussing. So we're gonna have
to be patient to see how this all plays out.
Now here's what analysts coins Kid had to say regarding
the rotation of liquidity to these different asset classes. And
by the way, issues check out his channel. He has
a great channel during a lot of great analysis and
many if you know, I listened to a variety of people,
not just one, because no one person is right all

(03:40):
the time.

Speaker 2 (03:40):
He says.

Speaker 1 (03:41):
We have been tracking global liquidity in the crystal ball
and that's his indicator, that's what they call it all year.
In October, I was looking at a pullback for crypto
and then a big run for bitcoin and all coins
to go into the crystal ball liquidity. We got the pullback,
but not the follow through. So this is where on
the chart you're seeing Bitcoin deviate from global liquidity, even

(04:04):
though global liquidity continues to rise. He says, I did
think into the year and we would see the push
in bitcoin, XRP and l coins, but the liquidity shot
into these stock market and metals. I think we have
to be patient for the rotation here and I'm patiently
waiting for the clues with you. So again, you have
things on the table that are screaming bull market, but

(04:27):
yet there are some bear signals on the charts. And
that's the big debate that's happening on x and amongst
different analysts and YouTubers and much more.

Speaker 2 (04:35):
And like I said, I could be wrong.

Speaker 1 (04:36):
Guys, and I'm just sharing my thesis and you know,
you may agree with it, you may not, and that's fine.
But I don't think anyone can definitively say we are
still in a bull market or that the billmarket has
topped and we are now in a bear market, right
because certain support levels are not broken, and you have
these two conflicting data points, and it's a big debate

(04:57):
right now. So it's kind of like what coinskit is
saying here, we have to wait and be patient to
see what the market will show us. Again, I'm leaning
more towards the probability of the bullmarket continuing based on
these macro factors, and I think come late January to February,
we might get some of those answers. And I think

(05:19):
once Bitcoin starts rallying, you will see people who are
highlighting the bear market saying, hey, this is just a
relief rally. It's just a dead cat bounce or whatever
you call it, right, while the permeable people will say, hey,
this is the continuation of the bullmarkt but we don't
know that yet, right, We don't know which one's going
to play out. So this is where patients is the key.

(05:40):
And here's another example that's on our side here on
the bullish side, at least long term holders sold just
twenty seven hundred bigcoin yesterday, the lowest daily amount recorded
so far in twenty twenty five. So what we're seeing
is that these sellers are becoming exhausted. Right, There's only
so much they can sell as the market's going to

(06:01):
keep getting weaker and much more. And one of the
things I've been highlighting to you guys is that on
chain data from Sentiment shows that whales have started to
slowly accumulate. They're not rapidly accumulating, but slowly, but they're
not distributing anymore. So the selling is cooling off, right,
And these are cyclical things, right. We know that in
pumps and rallies they don't go up forever. Right, there's

(06:22):
buyers become exhausted as well. There's just it hits those
sentiment levels and the market has to reset and go
the opposite way. And this is how the market makers
and the whales play the market. So again we're seeing
sellers getting exhausted here, which is a very good sign.
So we could see long start to open up again

(06:45):
and people getting ready for the market to go the
opposite direction, especially as we are still in extreme fear.
So when you have these things in place, the market
usually does the opposite. And the same thing applies again
when we are pumping and everybody's your four and greedy,
the market gets ready to do the opposite, right, because
markets are cyclical, and once you understand that, it really

(07:08):
helps you to navigate markets and to help you to
be patient as well. Now I'm not saying it's easy.
I'm not saying it's not painful to watch your portfolio
go down. You know, as we go through these cyclical patterns,
and some of them can be brutal, right, big shakeouts. Right,
just look at what happened in October. We had the
largest leverage flush out in the history of the market.

(07:31):
But this is the nature of markets, and obviously crypto
still relatively young to the other asset classes, and you're
going to see a lot more volatility. But guys, medals
are leading the case here gold and silver. And we've
seen throughout this bull market of the past two years
as Goal rallies cools off, Bitcoin rallies and vice versa. Right,

(07:53):
so the stock market is also looking very strong, and
let's see, let's.

Speaker 2 (07:58):
See how things play out.

Speaker 1 (07:59):
It's going to be a very interesting Q one of
twenty twenty six, that's for sure. And you know your
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Speaker 2 (10:14):
It's a great one, Okay.

Speaker 1 (10:17):
Moving forward, Coinbase says three areas will dominate the crypto
market in twenty twenty six. Coinbase giving some predictions here.
Coin Based Institutional argues that the crypto markets behaviors is
being reshaped by structural forces rather than traditional boom and
bus cycles. So they're essentially saying, you know, the fourier
cycles is being disrupted by institutional investors who are buying

(10:41):
incredible amounts of the assets and of course using the technology.
The firm highlights several fast moving growing areas where activities
accelerating despite tighter financial conditions. Coinbase believes these ships could
redefine how crypto markets function in twenty twenty six and
beyond so. The report, written by global head of Research

(11:03):
David Deuong and research associate Colin Basco, argues that familiar
crypto psychomodels built around retail speculation, token launches, and protocol
specific catalysts are becoming less reliable as institutional participation and
market plumbing play a larger role in shaping price behavior,
so perpetual features increasingly anchor price discovery. Coinbase identifies perpetual

(11:27):
features as a central pillar of crypto market activity, noting
that derivatives now account for the majority of trading volume
across major venues. According to the firm, this has shifted
the mechanics of price information toward positioning, funding rates, and
liquidity conditions rather than relying solely on retail driven momentum.

(11:48):
The report states the leverage was sharply reduced following liquidation
events in late twenty twenty five, particularly in derivatives markets.
Coinbase characterizes that drawtong as a structural reset rather than
a retreat, arguing that speculative access was removed while participation
in perpetual features remain resilient. Duang and Basco write that

(12:12):
the tighter margin practices and improve risk controls are contributing
to markets that absorb shocks more efficiently, even as the
derivatives continue to dominate liquidity. So essentially, they're saying that,
you know, the dynamic of the what's driving the market
is changing, and that makes sense with all the institutions
coming in, a lot of new derivatives markets being launched

(12:34):
by different folks, institutions themselves as well as crypt native firms,
you know, like coinbase, they themselves launch perpetual futures. And
I think they're saying that, you know, the more liquidity
that comes in, the largity infrastructure in the players, it's
going to help damp in some of the liquidity shocks
like what we saw in October, right with the largest

(12:55):
liquidation in the history of the market. Those things are
not going to happen as frequently moving forward. They're going
to be absorbed very easily. And now it's not to
say volatility is going to be completely removed, obviously not right.
I mean, we see volatility in the stock market, but
it's not as volatile as crypto, right because the stock
market has those things which I'm talking about a lot

(13:17):
of liquidity, a lot of players, so even if you
have some sort of black swan event, there's a recovery
pretty easily. Prediction markets, Coinbase says, are evolving from experimental
products into more durable financial infrastructure. To firm points to
rising notional volumes and deeper liquidity as signs that these
markets are increasingly being used for information discovery and risk transfer.

Speaker 2 (13:39):
So I think this one.

Speaker 1 (13:40):
Should come as no surprise. We've seen lots of prediction
markets being launched by different folks, and of course Calshi
and polymarket are leading to charge with their data being
used for elections and much more. They said here stable
coins and payments underpin real rural activity, so the final
pillar of growth for twenty twenty six, coin Base highlights

(14:03):
centers on stable coins and payments, which the firm describes
as crypto's most persistent source of real world usage. Duang
and Basco write that stable coin transaction volumes continue to
grow through settlement, cross border transfers, and liquidity management rather
than speculative trading. So this is also another one that's
not a surprise here. And I do believe that once

(14:25):
the Genius Act is fully implemented, because it's taking time
for that to be put into place, and you have
banks and these other folks launch their own stable coins,
the stable coin market cap easily cross a trillion potentially,
you know, late twenty twenty six or early twenty twenty seven.

Speaker 2 (14:41):
You know, I think.

Speaker 1 (14:42):
That's certainly possible, especially with the dovetailing of the crypto
market structure getting passed.

Speaker 2 (14:48):
It's just going to allow for.

Speaker 1 (14:49):
People to issue stable coins on more blockchains because you'll
have clarity as to what blockchains you can use and.

Speaker 2 (14:56):
Much more so.

Speaker 1 (14:58):
Great predictions here, some addition to come as no surprise,
and all of it makes sense here, Okay, moving ahead,
look at this. Murray Assets in talks to buy Korean
crypto exchange Corbet in a one hundred million dollars deal.
So the mergers and acquisitions, the company's going public, expansion

(15:18):
and much more continues, right. These are healthy signs of
the market, guys, and will allow for more capital to
come in. So Maray Asset Group is in talks to
acquire Corbet, South Korea's fourth largest crypto exchange, in a
deal valued at roughly one hundred billion to one hundred
and forty billion Korean one or seventy million to one
hundred million dollars. The potential acquisition would be led by

(15:42):
Murray Asset Consulting, a non financial affiliate of the group,
which has reportedly signed a memorandum of understanding with Corbet's
major shareholders. According to a Sunday report from The Chosen Daily,
Corbet is primarily owned by NXC and is a subsidiary
of Simple Capital Features, which together hold about sixty point

(16:05):
five percent of the exchange sk square owns and additional
thirty one point five percent STEAK. So Corpet holds a
full operating license and compliance infrastructure, which could make it
an attractive entry point for a major financial group seeking
regulated exposure to digital assets. So pretty big moves happening here, guys,

(16:26):
and again this is a sign of things to come.
This acid class will only continue to grow. Right now,
it doesn't feel that way. I know, the price is
down and everybody is feeling down right. Ah, it sucks
we didn't get this bulloffs on.

Speaker 2 (16:39):
But I mean, look at the moves being made here.

Speaker 1 (16:42):
They are massive building out the infrastructure which will again
allow more capital equity to come in more big players. Really,
the on ramps are not being built for retail, but
for institutional investors. Retail it's pretty easy for them to
get crypto now. I mean, you got ETFs, you got
mainstream traditional finance platform launching crypto trading and much more.

Speaker 2 (17:02):
It's not really retail. It is for institutional money.

Speaker 1 (17:05):
So what do you think is going to happen when
they start putting big capital into this market?

Speaker 2 (17:10):
Right?

Speaker 1 (17:10):
Things are the evaluations are going to skyrocket?

Speaker 2 (17:13):
Final news item here.

Speaker 1 (17:15):
Ethereum's Hey gooda upgrade slated for late twenty twenty six
as devs accelerate roadmap. So Etherorem continues to get major upgrades.
It certainly needs it, right, you know, as a layer
one has great security, but obviously it's not great from
a speed and fee standpoint. That's why you have so
many layer twos. So let me give you the details here.

(17:35):
Etherorem developers earlier this month agreed on the name and
rough timing of the network's second major upgrades schedule for
twenty twenty six, settling on Hegoda A as the next
milestone in the blockchain's development Roadmapgoda will follow Glamsterdam Etherorem's
next major upgrade, which is currently expected to roll out

(17:57):
in the first half of twenty twenty six. The decision
reflects a relatively new approach to Etherorem development, with core
contributors aiming to ship network changes more frequently, rather than
building or bundling large numbers of upgrades into releases that
happen roughly once a year. So let's see how these
all roll out, guys. But you know, could the timing

(18:21):
work out with some of the potential rallies that may
be ahead, we shall see. It might help because you know,
one of the things we've seen historically, we need etherorem
to do really well. And a lot of all coins
are built on Etherorem as ERC twenty and you know,
a lot of liquidity. If it hits etherorem then makes
its way to the all coin or the different all coins.

(18:41):
So this is something to watch how Etherorem performs, because
we've seen the pattern and of the rotational liquidity from
Bitcoin to ether and then the rest of the all
coin markets and much more small cap, large cap, MidCap
and so forth. All right, folks, that's the news. Let
me know what you think. Leave your thoughts and comments below. Oh,
if you appreciate this content, please support the podcast by

(19:03):
subscribing to my free email newsletter. It is one hundred
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Be sure to grab a copy and check out my
course at mycryptocurse dot com. Folks, thank you so much
for tuning in. I appreciate you all. Thank you for
your support throughout the year twenty twenty five. As we
wrap up the air, I'm wishing you all a happy, healthy,

(19:25):
and prosperous twenty twenty six. I'll catch you in the
next one

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