WEBVTT

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<v Speaker 1>The Federal Reserve cuts rates and we'll start money printing

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<v Speaker 1>on December twelfth. This is huge, a breakdown what this

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<v Speaker 1>means for the markets and much more. Let's get into it. Hey, folks,

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<v Speaker 1>welcome into the Thinking Crypto podcast, your home for cryptocurrency

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<v Speaker 1>news and interviews. I'm your host, Tony Edward. On your

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<v Speaker 1>way in. Please let that subscribe button as well as

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<v Speaker 1>the thumbsup button and leave a comment below. If you're

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<v Speaker 1>listening on a podcast platform such as Spotify or Apple,

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<v Speaker 1>please leave a five star rating and review. Folks, I'm

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<v Speaker 1>sure many of you saw the news, but today the

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<v Speaker 1>Fed announced they are cutting rates by twenty five basis points.

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<v Speaker 1>This is what the market was expecting, and overall it's

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<v Speaker 1>great because it makes capital cheaper. In addition, as they

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<v Speaker 1>continue to lower rates, people are going to move away

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<v Speaker 1>from money market accounts where they are earning interest and

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<v Speaker 1>now they're getting less because the rates are cutting, and

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<v Speaker 1>they're going to move to risk assets. So that's one

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<v Speaker 1>benefit here. But what Jerome Powell said today is that

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<v Speaker 1>the Fed will begin per sing US treasury bills on

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<v Speaker 1>December twelfth. He said they will buy forty billion dollars

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<v Speaker 1>of US treasury bills in thirty days. They're not even

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<v Speaker 1>waiting for twenty twenty six. They're starting right away. Remember,

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<v Speaker 1>quantitative tightening just ended nine days ago on December first.

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<v Speaker 1>This is the thesis I've been sharing with you all

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<v Speaker 1>for a long time now, right, But of course it

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<v Speaker 1>takes time, and we're seeing it play out, folks, And

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<v Speaker 1>that is liquidity. The return to easy money is here.

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<v Speaker 1>So what does this mean. It means increase liquidity. Globally,

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<v Speaker 1>we see Japan is also doing stimulus, and you can

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<v Speaker 1>expect other central banks are going to do the same

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<v Speaker 1>thing because this is the only playbook they have. They

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<v Speaker 1>have to keep printing money. This is the debt based

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<v Speaker 1>fiat system. Once you understand that, you understand how that

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<v Speaker 1>correlates the asset prices. So as they continue to debase currency,

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<v Speaker 1>that drives acid prices higher. Now, this is not full

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<v Speaker 1>on Kiwi. And the name Jerome Powell gave for this

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<v Speaker 1>move is reserved management. So you know, for a long

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<v Speaker 1>time I said, look, it doesn't matter what they call it, right,

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<v Speaker 1>They may call it something different from quantitative easing, but

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<v Speaker 1>the outcome is still the same thing, and that's good

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<v Speaker 1>for the markets. Now, some of you're gonna say, Tony,

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<v Speaker 1>why isn't the markets pumping patients patients patients patients? Right,

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<v Speaker 1>we have to let the market do its thing. Remember,

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<v Speaker 1>markets are cyclical. We are coming out of a very

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<v Speaker 1>deep correction here, which was really crazy, right. I think

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<v Speaker 1>back to October tenth when Trump tweeted out about the

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<v Speaker 1>China tariffs, and we have the biggest liquidation in the

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<v Speaker 1>market ever in the crypto market. So we got to

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<v Speaker 1>be patient. But we are seeing some signs of strength

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<v Speaker 1>for Bitcoin, higher highs and higher lows. In addition, the

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<v Speaker 1>stock market is looking good. The S and P five

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<v Speaker 1>hundred is on the move, so is the rustle. It

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<v Speaker 1>is starting to break out. It actually made new highs.

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<v Speaker 1>Now it has to enter into full price discovery. So

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<v Speaker 1>I don't want to get too excited. We want the

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<v Speaker 1>market to show us strength and break through those key

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<v Speaker 1>resistance levels because you know, bears are still going to

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<v Speaker 1>fight here, right. But this is a very positive sign.

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<v Speaker 1>We're seeing the bullish momentum building here. But we got

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<v Speaker 1>to exercise a lot of patients. It will take time

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<v Speaker 1>to climb out of this hole. But what's on the

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<v Speaker 1>horizon with the FED going back to quantitative easing light

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<v Speaker 1>if you want to call it that, right, is very

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<v Speaker 1>bullish and means more liquidity will come into the markets.

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<v Speaker 1>Now we also see that many big digital ascid treasury

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<v Speaker 1>companies are buying. So today we've got announcement that Vivek

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<v Speaker 1>Ramaswami strive to raise five hundred million dollars to purchase

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<v Speaker 1>more bitcoin. In addition, Eric Trump's America Bitcoin buys four

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<v Speaker 1>hundred and sixteen bitcoin worth thirty eight million dollars. So

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<v Speaker 1>again I present the question to you, why are these

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<v Speaker 1>guys buying here? According to some people, Rickoin's going to

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<v Speaker 1>roll over and go into straight into a bear market. Right?

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<v Speaker 1>Are they dumb? Are these guys stupid? They're buying at

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<v Speaker 1>these prices that they're going to lose money. Why would

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<v Speaker 1>they not wait for bitcoin to go lower if we're

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<v Speaker 1>going to a bear market, to buy at the bottom

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<v Speaker 1>and then wait. So it does an add up with

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<v Speaker 1>what the bears are saying. And one of the things

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<v Speaker 1>I highlighted in my newsletter today is that bitcoin whales

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<v Speaker 1>on chain data according to from Sentiment shows whales are

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<v Speaker 1>starting to accumulate again. So they were in distribution for

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<v Speaker 1>the past two months and now they're accumulating. That's a

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<v Speaker 1>very positive sign. So we're seeing on chain data show

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<v Speaker 1>is whales buying. You got digital acid, treasury companies buying bitcoin,

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<v Speaker 1>even etherorem I've been highlighting what Tom Ley's bitmine has

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<v Speaker 1>been doing. And not to mention, you see the launch

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<v Speaker 1>of crypto services. Yesterday we talked about P and C

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<v Speaker 1>bank launching crypto trading. We got Vanguard recently opened up

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<v Speaker 1>the ability for their clients to access crypto ETFs. You

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<v Speaker 1>have Charles Schwab getting ready to launch crypto trading in

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<v Speaker 1>twenty twenty six, So wouldn't those guys want to do

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<v Speaker 1>that before the ball off top? Again, something doesn't add

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<v Speaker 1>up here, and you know in my newsletter I also

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<v Speaker 1>highlighted that we're heading into twenty twenty six with some

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<v Speaker 1>very big narratives and let me quickly run through that.

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<v Speaker 1>So once again QI from the Fed and global central banks,

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<v Speaker 1>in addition, lower rates which equals cheaper capital, US market

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<v Speaker 1>structure bill on deck to be passing Q one to

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<v Speaker 1>twenty twenty six, if not early Q two. You got

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<v Speaker 1>crypto and tech companies looking to do IPOs again, who

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<v Speaker 1>to hell IPOs and a bear market if liquidity is

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<v Speaker 1>drying up. So you see, the facts are not aligning

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<v Speaker 1>here with the narratives and the bears. In addition, Trump

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<v Speaker 1>is going to appoint a new FED chair, so Jerome

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<v Speaker 1>Powell is going to be gone by May. And you

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<v Speaker 1>know Trump is going to put in someone who's going

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<v Speaker 1>to do his bidding and you know, be aligned with

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<v Speaker 1>his economic goals, right guys. So I mean, look, and

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<v Speaker 1>it's not guarantee that we're going to see new all

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<v Speaker 1>time highs for bitcoin, but definitely we're going to see

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<v Speaker 1>a rally. And I'm curious what the all coins do?

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<v Speaker 1>You know, the best scenario is that Bitcoin heads to

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<v Speaker 1>a new all time high, to a blow off top

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<v Speaker 1>along with the stock market, and all coins follow and

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<v Speaker 1>you know, we get that euphoric blow off top. So

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<v Speaker 1>we're gonna have to wait and see in and you know,

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<v Speaker 1>be patient. And here's some very interesting news along the

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<v Speaker 1>lines of Wales buying survey fines six in ten of

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<v Speaker 1>Asia's rich plan to ramp up crypto buying. So more

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<v Speaker 1>than half of wealthy Asian investors in a recent survey

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<v Speaker 1>say they plan to increase their portfolio exposure to cryptocurrency

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<v Speaker 1>over the next few years. Signum's APAC HNWI Report twenty

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<v Speaker 1>twenty five found that six and ten of these surveyed

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<v Speaker 1>Asian high network individuals are prepared to increase their crypto

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<v Speaker 1>allocations based on a strong two to five year outlook.

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<v Speaker 1>It polled two hundred and seventy high net worth individuals

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<v Speaker 1>with more than one million dollars in investable assets and

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<v Speaker 1>professional investors with over ten years of experience across ten

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<v Speaker 1>APAC countries, mainly in Singapore, but including Hong Kong, Indonesia,

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<v Speaker 1>South Korea, and Thailand. So this is spot on. The

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<v Speaker 1>regulations are coming in the guardrails, the traditional institutions are

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<v Speaker 1>offering crypto, so you can imagine a lot of people

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<v Speaker 1>are gonna get it, more exposure to crypto and they're

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<v Speaker 1>gonna put more money into the market. So, folks, we

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<v Speaker 1>do have a bullish set up here, but you know,

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<v Speaker 1>nothing is guaranteed, so let's see how the market plays out.

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<v Speaker 1>Be patient again. Some of you are going to say

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<v Speaker 1>Tony's supposed to pump on Jerome Powell saying this, No,

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<v Speaker 1>it's not. Markets don't necessarily have to do that. It

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<v Speaker 1>depends where they're at in this cyclical pattern. What's the

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<v Speaker 1>sentiment much more. So just be patient and let's see

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<v Speaker 1>how this all plays out. Folks. This episode is brought

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<v Speaker 1>a user of the Treasure devices. I use the Treasure

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<v Speaker 1>hardware wallets back in twenty thirteen, so they were the pioneers.

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<v Speaker 1>private key, So that's a great feature for people who

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<v Speaker 1>are new to the market and new to these type

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<v Speaker 1>of devices. And folks, they have a holiday sale going

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<v Speaker 1>on right now where you can get some big discounts.

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<v Speaker 1>Many of you know they had the Black Friday Cyber

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<v Speaker 1>Monday deal. Right now they got a kind of like

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<v Speaker 1>The link will be in the description. Once again, I'm

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<v Speaker 1>the user of the devices, so it's a really really

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<v Speaker 1>great product, so check it out. Link will be in

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<v Speaker 1>a description. Now, folks, look at this news. This is

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<v Speaker 1>pretty big. Gemini Exchange receives CFDC license to offer prediction

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<v Speaker 1>markets in the US. So Gemini now publicly traded company.

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<v Speaker 1>Of course, their stock price jumped on this news. And

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<v Speaker 1>the prediction market race is heating up here, folks. So

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<v Speaker 1>competition is, you know, very healthy. It's very good for

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<v Speaker 1>the market. It's great to have different options. So let's

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<v Speaker 1>see what Gemini is able to launch here, and looks

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<v Speaker 1>like they're on the up and up. You know, for

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<v Speaker 1>years they've been kind of the smaller exchange hanging around,

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<v Speaker 1>but I think they're going aggressive now now that we

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<v Speaker 1>have clarity in the United States. Now, speaking of the CFTC,

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<v Speaker 1>we got an update here that CFDC Acting Chairman Caroline

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<v Speaker 1>Fam announced CEO Innovation Council participants to discuss market structure

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<v Speaker 1>developments in the derivatives' markets. Participants include CEOs from Polymarket,

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<v Speaker 1>Calshiecrypto dot Com, Gemini, and Kraken. So this is really great.

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<v Speaker 1>Caroline Fam has been doing an amazing job. I mean,

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<v Speaker 1>she's the loan commissioner there in the acting chair, and

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<v Speaker 1>I'm blown away at the work she's doing. So shout

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<v Speaker 1>out to her. Kudos to her. Man. I wish you

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<v Speaker 1>know she would have been the selected chair, but Mike

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<v Speaker 1>sea leg is, of course Trump's nominee, and that's no problem.

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<v Speaker 1>But Caroline Fam, she's knocking it out of the park.

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<v Speaker 1>Just doing some amazing things here. Okay, moving ahead, payments,

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<v Speaker 1>Giant Stripe acquires team from crypto wallet app Valora. So

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<v Speaker 1>a lot of trad fi payment companies and tech companies

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<v Speaker 1>are building their crypto divisions and teams now. It's so bullish.

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<v Speaker 1>I mean years ago you couldn't even imagine this and

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<v Speaker 1>you're seeing a lot of titles on LinkedIn that are

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<v Speaker 1>head of crypto, head of digital assets, and it's amazing.

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<v Speaker 1>So payments giant Stripe has acquired the team from the

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<v Speaker 1>crypto wallet firm Valora, just a day after launching its

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<v Speaker 1>test net for its stable coined focused blockchain project Tempo.

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<v Speaker 1>According to Valora CEO Jackie Bona, the acquisition will see

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<v Speaker 1>Valora team join Stripe and work on the firm's blockchain initiatives.

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<v Speaker 1>Valora was founded in mid twenty twenty one after spinning

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<v Speaker 1>out of Cello development group Sea Labs and raising twenty

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<v Speaker 1>million dollars in a Series A funding in the process.

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<v Speaker 1>So the Velora app is a mobile app that supports

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<v Speaker 1>stable coins and other assets like Cello, ethereum based optimism,

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<v Speaker 1>and arbitrum. Apart from the wallet, the team has also

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<v Speaker 1>developed an open protocol launch pad for Web three apps,

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<v Speaker 1>geared toward a mobile native experience. Incredible stuff, folks. So

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<v Speaker 1>you see again these big players making massive moves, whether

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<v Speaker 1>it's investments, expansions, mergers and acquisitions, some going public. Incredible stuff.

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<v Speaker 1>Now Pantera Capital and coinbase back serfs fifteen million dollar

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<v Speaker 1>push to build crypto native AI models. So again just

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<v Speaker 1>examples of the investment in the capital that's being deployed here. SURF,

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<v Speaker 1>an AI platform built for digital asset analysis, raised fifteen

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<v Speaker 1>million dollars in a round led by Pantera Capital with

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<v Speaker 1>participation from Coinbase Ventures and DCG to expand its AI

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<v Speaker 1>models and enterprise tools. The company offers a domain specific

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<v Speaker 1>model used by exchanges and research companies to analyze on

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<v Speaker 1>chain activity, market behavior, and sentiment. The funding will go

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<v Speaker 1>toward SERF two point zero, which will introduce more advanced models,

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<v Speaker 1>broader proprietary data sets, and additional agents designed to handle

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<v Speaker 1>multi step analytical tasks. Serf said its platform has seen

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<v Speaker 1>rapid uptakes since its launch in July, generating more than

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<v Speaker 1>one million research reports and claiming millions in annual recurring

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<v Speaker 1>revenue with the usage of a large share of major

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<v Speaker 1>exchanges and research firms. So the infrastructure being built out

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<v Speaker 1>here for the crypto asset class folks as it matures

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<v Speaker 1>and they're using AI, and that absolutely makes sense. Now

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<v Speaker 1>look at this eth Zilla, the digital asset treasury company

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<v Speaker 1>that is of course focus on Ethereum moves into on

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<v Speaker 1>chain housing finance with fifteen percent Zippi acquisitions. So this

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<v Speaker 1>is interesting. Former biotech company eth Zilla is doubling down

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<v Speaker 1>on its bush into real world assets markets, taking a

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<v Speaker 1>fifteen percent steak in a digital housing lender Zippy to

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<v Speaker 1>bring manufactured home loans on chain. To deal marks the

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<v Speaker 1>company's second acquisition in a week. So they're going beyond

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<v Speaker 1>just simply holding the ether asset on their balance sheet.

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<v Speaker 1>They're doing some venture here and look at the company

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<v Speaker 1>they're investing in, which is bringing home loans, manufactured home

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<v Speaker 1>loans on chain. So, folks, we know the future. As

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<v Speaker 1>I've been saying, I'm beating the drum, it's all running

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<v Speaker 1>on chain. The government's, the economies, and the market, it's

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<v Speaker 1>all running on chain. According to Wednesday's announcement, e Zilla

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<v Speaker 1>will pay five million dollars in cash and sixteen point

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<v Speaker 1>one million dollars in stoff for a fifteen percent steak

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<v Speaker 1>in Zippy, a US based lender founded in twenty twenty

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<v Speaker 1>one that originates manufactured home loans through a digital platform.

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<v Speaker 1>The company's plan to link Zippy's loan origination in AI

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<v Speaker 1>powered systems with eat Zilla's tokenization stack for on chain

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<v Speaker 1>distribution of manufactured home chateel loans, including potential forward flow

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<v Speaker 1>sales to institutional investors. Incredible what's being built here, folks.

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<v Speaker 1>And once again, this is not getting the big headlines

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<v Speaker 1>on CNBC and MSNBC or whatever it is, Fox and

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<v Speaker 1>so forth, And you got to really take the time

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<v Speaker 1>to go through to see what these folks are building.

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<v Speaker 1>It's really exciting. Final news item here, Mike Novograt's Galaxy

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<v Speaker 1>expands to UA as part of Middle East push so again, investments,

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<v Speaker 1>mergers and acquisitions, global expansion, and much more so. In

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<v Speaker 1>a Wednesday notice, Galaxy said it would establish an entity

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<v Speaker 1>under the registration authority of the Abu Dhabi Global Market,

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<v Speaker 1>the area's international financial center. According to Galaxy Digital founder

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<v Speaker 1>and CEO Mike Novograts, the move was part of a

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<v Speaker 1>strategy to expand the company's existing partnerships and acquisitions. Here's

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<v Speaker 1>what he said. The Middle Eases a rapidly growing financial

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<v Speaker 1>hub that is home to some of the world's most

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<v Speaker 1>sophisticated investors and innovators. It has become partly an influential

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<v Speaker 1>region for our investors' clients and portfolio companies, and we

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<v Speaker 1>believe this office will establish new opportunities as a leading

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<v Speaker 1>global digital Assets Investment and Infrastructure firm. So it absolutely

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<v Speaker 1>makes sense. This is a smart move. There's a lot

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<v Speaker 1>of capital there, a lot of people that want to

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<v Speaker 1>invest in crypto, and a lot of the infrastructure they

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<v Speaker 1>have built here in the United States. They can just

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<v Speaker 1>simply take that over there, right and again, all of

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<v Speaker 1>this is really great to bring in more capital and

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<v Speaker 1>to allow more adoption of the asset class. So bullish

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<v Speaker 1>times are head folks. I know a lot of you

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<v Speaker 1>are waiting for prices to go hire, be patient, have

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<v Speaker 1>the macro view, and make sure you're not investing with

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<v Speaker 1>your emotions, right, you leave your emotions at the door.

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<v Speaker 1>Look at the data, look at the macro, look at

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<v Speaker 1>the unchain information to charts in much more, folks, be

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<v Speaker 1>sure to subscribe to my email newsletter. Once again, I

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<v Speaker 1>put out a write up today. Check it out. It

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<v Speaker 1>breaks down a lot of details and charts and so forth.

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<v Speaker 1>It's free. It's on substack link with being a description.

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<v Speaker 1>Also check out my book on Amazon it's available in paperback,

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<v Speaker 1>in digital, and my course at mycryptocurse dot com. This

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<v Speaker 1>is a comprehensive course that teaches you everything you need

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<v Speaker 1>to know about crypto. So expand your knowledge. Knowledge is power, folks.

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<v Speaker 1>Thank you so much for tuning in. I appreciate you all,

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<v Speaker 1>and I'll talk to you all later