The INEVITABLE Bitcoin Catch Up Trade Started Yesterday! [You Have 24H]

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Dec 11, 2025

A major crypto catch-up trade is underway, with Bitcoin poised for a significant rally. Ran dives into how global liquidity shifts and Fed policy are reshaping the market landscape. He highlights Bitcoin's lag compared to altcoins like Ethereum, which are outperforming. Key indicators like silver's breakout and favorable institutional movements suggest a rising risk appetite. With predictions hinting at a potential Bitcoin price surge over $100,000 by year-end, the excitement in the crypto space is palpable!

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ADVICE

Be Cautious Around FOMC Reaction

Expect a 25 basis point Fed cut and prepare for a 'hawkish' tone from Powell.
Treat immediate post-FOMC moves cautiously because prior cuts often saw short-term sell-offs.

INSIGHT

Political Picks Shift Rate Expectations

Market bets on Kevin Hassett as Fed chair boosted optimism and yesterday's pump.
Ran links political appointments to market rate expectations and risk appetite.

INSIGHT

Japan Rate Moves Can Drive Asset Flows

A BOJ rate rise plus US cuts could unwind Japan's cash-and-carry trade that funded US asset purchases.
Ran thinks that unwind previously marked Bitcoin lows and could now support a bottom and rebound.

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