PREPARE! FED MONEY PRINTING WILL PUMP CRYPTO!

Episode Transcript
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Speaker 1 (00:00):
The Federal Reserve cuts rates and we'll start money printing
on December twelfth. This is huge, a breakdown what this
means for the markets and much more. Let's get into it. Hey, folks,
welcome into the Thinking Crypto podcast, your home for cryptocurrency
news and interviews. I'm your host, Tony Edward. On your

(00:22):
way in. Please let 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, I'm
sure many of you saw the news, but today the
Fed announced they are cutting rates by twenty five basis points.
This is what the market was expecting, and overall it's
great because it makes capital cheaper. In addition, as they

(00:45):
continue to lower rates, people are going to move away
from money market accounts where they are earning interest and
now they're getting less because the rates are cutting, and
they're going to move to risk assets. So that's one
benefit here. But what Jerome Powell said today is that
the Fed will begin per sing US treasury bills on
December twelfth. He said they will buy forty billion dollars

(01:07):
of US treasury bills in thirty days. They're not even
waiting for twenty twenty six. They're starting right away. Remember,
quantitative tightening just ended nine days ago on December first.
This is the thesis I've been sharing with you all
for a long time now, right, But of course it
takes time, and we're seeing it play out, folks, And
that is liquidity. The return to easy money is here.

(01:30):
So what does this mean. It means increase liquidity. Globally,
we see Japan is also doing stimulus, and you can
expect other central banks are going to do the same
thing because this is the only playbook they have. They
have to keep printing money. This is the debt based
fiat system. Once you understand that, you understand how that
correlates the asset prices. So as they continue to debase currency,

(01:51):
that drives acid prices higher. Now, this is not full
on Kiwi. And the name Jerome Powell gave for this
move is reserved management. So you know, for a long
time I said, look, it doesn't matter what they call it, right,
They may call it something different from quantitative easing, but
the outcome is still the same thing, and that's good
for the markets. Now, some of you're gonna say, Tony,

(02:12):
why isn't the markets pumping patients patients patients patients? Right,
we have to let the market do its thing. Remember,
markets are cyclical. We are coming out of a very
deep correction here, which was really crazy, right. I think
back to October tenth when Trump tweeted out about the
China tariffs, and we have the biggest liquidation in the
market ever in the crypto market. So we got to

(02:33):
be patient. But we are seeing some signs of strength
for Bitcoin, higher highs and higher lows. In addition, the
stock market is looking good. The S and P five
hundred is on the move, so is the rustle. It
is starting to break out. It actually made new highs.
Now it has to enter into full price discovery. So
I don't want to get too excited. We want the
market to show us strength and break through those key

(02:54):
resistance levels because you know, bears are still going to
fight here, right. But this is a very positive sign.
We're seeing the bullish momentum building here. But we got
to exercise a lot of patients. It will take time
to climb out of this hole. But what's on the
horizon with the FED going back to quantitative easing light
if you want to call it that, right, is very

(03:16):
bullish and means more liquidity will come into the markets.
Now we also see that many big digital ascid treasury
companies are buying. So today we've got announcement that Vivek
Ramaswami strive to raise five hundred million dollars to purchase
more bitcoin. In addition, Eric Trump's America Bitcoin buys four
hundred and sixteen bitcoin worth thirty eight million dollars. So

(03:37):
again I present the question to you, why are these
guys buying here? According to some people, Rickoin's going to
roll over and go into straight into a bear market. Right?
Are they dumb? Are these guys stupid? They're buying at
these prices that they're going to lose money. Why would
they not wait for bitcoin to go lower if we're
going to a bear market, to buy at the bottom
and then wait. So it does an add up with

(04:00):
what the bears are saying. And one of the things
I highlighted in my newsletter today is that bitcoin whales
on chain data according to from Sentiment shows whales are
starting to accumulate again. So they were in distribution for
the past two months and now they're accumulating. That's a
very positive sign. So we're seeing on chain data show

(04:21):
is whales buying. You got digital acid, treasury companies buying bitcoin,
even etherorem I've been highlighting what Tom Ley's bitmine has
been doing. And not to mention, you see the launch
of crypto services. Yesterday we talked about P and C
bank launching crypto trading. We got Vanguard recently opened up
the ability for their clients to access crypto ETFs. You

(04:43):
have Charles Schwab getting ready to launch crypto trading in
twenty twenty six, So wouldn't those guys want to do
that before the ball off top? Again, something doesn't add
up here, and you know in my newsletter I also
highlighted that we're heading into twenty twenty six with some
very big narratives and let me quickly run through that.
So once again QI from the Fed and global central banks,

(05:06):
in addition, lower rates which equals cheaper capital, US market
structure bill on deck to be passing Q one to
twenty twenty six, if not early Q two. You got
crypto and tech companies looking to do IPOs again, who
to hell IPOs and a bear market if liquidity is
drying up. So you see, the facts are not aligning
here with the narratives and the bears. In addition, Trump

(05:29):
is going to appoint a new FED chair, so Jerome
Powell is going to be gone by May. And you
know Trump is going to put in someone who's going
to do his bidding and you know, be aligned with
his economic goals, right guys. So I mean, look, and
it's not guarantee that we're going to see new all
time highs for bitcoin, but definitely we're going to see
a rally. And I'm curious what the all coins do?

(05:50):
You know, the best scenario is that Bitcoin heads to
a new all time high, to a blow off top
along with the stock market, and all coins follow and
you know, we get that euphoric blow off top. So
we're gonna have to wait and see in and you know,
be patient. And here's some very interesting news along the
lines of Wales buying survey fines six in ten of
Asia's rich plan to ramp up crypto buying. So more

(06:12):
than half of wealthy Asian investors in a recent survey
say they plan to increase their portfolio exposure to cryptocurrency
over the next few years. Signum's APAC HNWI Report twenty
twenty five found that six and ten of these surveyed
Asian high network individuals are prepared to increase their crypto

(06:32):
allocations based on a strong two to five year outlook.
It polled two hundred and seventy high net worth individuals
with more than one million dollars in investable assets and
professional investors with over ten years of experience across ten
APAC countries, mainly in Singapore, but including Hong Kong, Indonesia,
South Korea, and Thailand. So this is spot on. The

(06:55):
regulations are coming in the guardrails, the traditional institutions are
offering crypto, so you can imagine a lot of people
are gonna get it, more exposure to crypto and they're
gonna put more money into the market. So, folks, we
do have a bullish set up here, but you know,
nothing is guaranteed, so let's see how the market plays out.
Be patient again. Some of you are going to say
Tony's supposed to pump on Jerome Powell saying this, No,

(07:16):
it's not. Markets don't necessarily have to do that. It
depends where they're at in this cyclical pattern. What's the
sentiment much more. So just be patient and let's see
how this all plays out. Folks. This episode is brought
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great product, so check it out. Link will be in
a description. Now, folks, look at this news. This is
pretty big. Gemini Exchange receives CFDC license to offer prediction
markets in the US. So Gemini now publicly traded company.
Of course, their stock price jumped on this news. And

(09:04):
the prediction market race is heating up here, folks. So
competition is, you know, very healthy. It's very good for
the market. It's great to have different options. So let's
see what Gemini is able to launch here, and looks
like they're on the up and up. You know, for
years they've been kind of the smaller exchange hanging around,
but I think they're going aggressive now now that we
have clarity in the United States. Now, speaking of the CFTC,

(09:27):
we got an update here that CFDC Acting Chairman Caroline
Fam announced CEO Innovation Council participants to discuss market structure
developments in the derivatives' markets. Participants include CEOs from Polymarket,
Calshiecrypto dot Com, Gemini, and Kraken. So this is really great.
Caroline Fam has been doing an amazing job. I mean,

(09:49):
she's the loan commissioner there in the acting chair, and
I'm blown away at the work she's doing. So shout
out to her. Kudos to her. Man. I wish you
know she would have been the selected chair, but Mike
sea leg is, of course Trump's nominee, and that's no problem.
But Caroline Fam, she's knocking it out of the park.
Just doing some amazing things here. Okay, moving ahead, payments,

(10:13):
Giant Stripe acquires team from crypto wallet app Valora. So
a lot of trad fi payment companies and tech companies
are building their crypto divisions and teams now. It's so bullish.
I mean years ago you couldn't even imagine this and
you're seeing a lot of titles on LinkedIn that are
head of crypto, head of digital assets, and it's amazing.
So payments giant Stripe has acquired the team from the

(10:35):
crypto wallet firm Valora, just a day after launching its
test net for its stable coined focused blockchain project Tempo.
According to Valora CEO Jackie Bona, the acquisition will see
Valora team join Stripe and work on the firm's blockchain initiatives.
Valora was founded in mid twenty twenty one after spinning
out of Cello development group Sea Labs and raising twenty

(10:59):
million dollars in a Series A funding in the process.
So the Velora app is a mobile app that supports
stable coins and other assets like Cello, ethereum based optimism,
and arbitrum. Apart from the wallet, the team has also
developed an open protocol launch pad for Web three apps,
geared toward a mobile native experience. Incredible stuff, folks. So

(11:21):
you see again these big players making massive moves, whether
it's investments, expansions, mergers and acquisitions, some going public. Incredible stuff.
Now Pantera Capital and coinbase back serfs fifteen million dollar
push to build crypto native AI models. So again just
examples of the investment in the capital that's being deployed here. SURF,

(11:43):
an AI platform built for digital asset analysis, raised fifteen
million dollars in a round led by Pantera Capital with
participation from Coinbase Ventures and DCG to expand its AI
models and enterprise tools. The company offers a domain specific
model used by exchanges and research companies to analyze on

(12:04):
chain activity, market behavior, and sentiment. The funding will go
toward SERF two point zero, which will introduce more advanced models,
broader proprietary data sets, and additional agents designed to handle
multi step analytical tasks. Serf said its platform has seen
rapid uptakes since its launch in July, generating more than

(12:24):
one million research reports and claiming millions in annual recurring
revenue with the usage of a large share of major
exchanges and research firms. So the infrastructure being built out
here for the crypto asset class folks as it matures
and they're using AI, and that absolutely makes sense. Now
look at this eth Zilla, the digital asset treasury company

(12:47):
that is of course focus on Ethereum moves into on
chain housing finance with fifteen percent Zippi acquisitions. So this
is interesting. Former biotech company eth Zilla is doubling down
on its bush into real world assets markets, taking a
fifteen percent steak in a digital housing lender Zippy to

(13:07):
bring manufactured home loans on chain. To deal marks the
company's second acquisition in a week. So they're going beyond
just simply holding the ether asset on their balance sheet.
They're doing some venture here and look at the company
they're investing in, which is bringing home loans, manufactured home
loans on chain. So, folks, we know the future. As

(13:30):
I've been saying, I'm beating the drum, it's all running
on chain. The government's, the economies, and the market, it's
all running on chain. According to Wednesday's announcement, e Zilla
will pay five million dollars in cash and sixteen point
one million dollars in stoff for a fifteen percent steak
in Zippy, a US based lender founded in twenty twenty
one that originates manufactured home loans through a digital platform.

(13:53):
The company's plan to link Zippy's loan origination in AI
powered systems with eat Zilla's tokenization stack for on chain
distribution of manufactured home chateel loans, including potential forward flow
sales to institutional investors. Incredible what's being built here, folks.
And once again, this is not getting the big headlines

(14:14):
on CNBC and MSNBC or whatever it is, Fox and
so forth, And you got to really take the time
to go through to see what these folks are building.
It's really exciting. Final news item here, Mike Novograt's Galaxy
expands to UA as part of Middle East push so again, investments,

(14:34):
mergers and acquisitions, global expansion, and much more so. In
a Wednesday notice, Galaxy said it would establish an entity
under the registration authority of the Abu Dhabi Global Market,
the area's international financial center. According to Galaxy Digital founder
and CEO Mike Novograts, the move was part of a

(14:54):
strategy to expand the company's existing partnerships and acquisitions. Here's
what he said. The Middle Eases a rapidly growing financial
hub that is home to some of the world's most
sophisticated investors and innovators. It has become partly an influential
region for our investors' clients and portfolio companies, and we
believe this office will establish new opportunities as a leading

(15:16):
global digital Assets Investment and Infrastructure firm. So it absolutely
makes sense. This is a smart move. There's a lot
of capital there, a lot of people that want to
invest in crypto, and a lot of the infrastructure they
have built here in the United States. They can just
simply take that over there, right and again, all of
this is really great to bring in more capital and
to allow more adoption of the asset class. So bullish

(15:39):
times are head folks. I know a lot of you
are waiting for prices to go hire, be patient, have
the macro view, and make sure you're not investing with
your emotions, right, you leave your emotions at the door.
Look at the data, look at the macro, look at
the unchain information to charts in much more, folks, be
sure to subscribe to my email newsletter. Once again, I
put out a write up today. Check it out. It

(16:01):
breaks down a lot of details and charts and so forth.
It's free. It's on substack link with being a description.
Also check out my book on Amazon it's available in paperback,
in digital, and my course at mycryptocurse dot com. This
is a comprehensive course that teaches you everything you need
to know about crypto. So expand your knowledge. Knowledge is power, folks.
Thank you so much for tuning in. I appreciate you all,

(16:23):
and I'll talk to you all later

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PREPARE! FED MONEY PRINTING WILL PUMP CRYPTO!

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