Alpha updates. 🪓

Gm

There are no major sell orders until 92,500, the price may attempt to move back toward this level soon.

Binance has now recorded three consecutive weeks of stablecoin net outflows, a sign that short-term buying power is weakening as institutional liquidity continues to exit the exchange.

Breaking above $95K won’t be easy. Orderbook is showing a massive sell wall from $93.5K to $96.5K, nearly $100M sell liquidity stacked in that zone. This is the kind of block where market makers and large holders slow price momentum unless a real spot-driven bid steps in.

The top is not a fixed place It is just a station that more than one player passes through over time Today, Lighter has inched past Hyperliquid. But the real story isn’t the number… It’s how quickly liquidity follows the trader when they find a better experience.

The FOMC did exactly what the market expected, a 25 bps cut. But the real headline is something bigger: the Fed will buy $40B in Treasury bills over the next 30 days, starting December 12. These are “reserve management purchases,” meant to keep liquidity stable and bank reserves in the “ample” zone. Some people are calling this QE because the balance sheet will expand but this is not real QE. True QE is when the Fed pumps hundreds of billions every month. The bigger picture is the U.S. has to refinance nearly $9T in 2026. A rollover of that size can only be managed through some combo of rate cuts, QE, or money printing. During COVID, rates were near 0%. Today they’re still above 3.5%. If the Fed doesn’t bring rates lower and later start QE, U.S. interest costs could cross $1 trillion per year by FY2026, bigger than the entire defense budget. That’s why, in my opinion, QE will definitely start sometime between Q1–Q2 2026, and before that window, we’ll likely see more rate cuts before real QE kicks in.

65 days have passed since the All-time High. After yesterday’s bounce, Bitcoin still needs 36% to break into new ATH territory again. So the big question is, do we see a new peak soon… or is it a next-cycle story? The market is quiet. Sentiment is mixed. Everyone’s waiting for that one spark that sets things off. But if there’s one thing we’ve learned over the years… Bitcoin loves to surprise in both directions.

had an amazing experience at the F1 race last week shared it in the tweet below big thanks to Gate for giving me the pass they’re also giving away a few passes and i’ve explained in the tweet how you can enter if you want to try your luck https://x.com/axel_bitblaze69/status/1998699600589521037

The best thing about this pump is the market structure looks Healthy Compare the spot trading volume at the April bottom vs the November 2025 bottom, it’s clear that spot volume in November has increased compared to that in April. Even more interesting, in November Overall Spot volume grew far more than futures volume, signaling real value-driven buying rather than short-term speculative leverage.

Gn everyone. 💋 tomorrow is the FED meeting… all eyes on the rate cut and whatever Powell decides to say after. markets are pricing an 86% chance of a 25 bps cut, $ETH and $BTC are already moving and it would be nice if this momentum just continued for once. please 🙏 ETH outperforming BTC usually ends with some random bad news ruining the vibe… hoping this time it doesn’t. just let it breathe a bit. please! there’s also that small chance of a surprise. so yeah, expecting the usual 25 bps. hoping for calm… and praying there isn’t that one headline that flips everything red again. goodnight anyway.

https://x.com/axel_bitblaze69/status/1996631094914113823

U.S. PPI & Core PPI data drops in 1 hour. Expected (YoY): Core PPI: 2.7% If the data comes in hotter than expected, rate-cut odds drop. If it comes in as expected or cooler, the soft-landing narrative holds and rate-cut odds go up.