The Cut Arrived...

DAILY MARKET OVERVIEW

FOMC Aftermath

👋 Hey, Crypto Enthusiasts! The waiting game is finally over. Let’s explore what happened during yesterday’s FOMC meeting.

✂️ The Fed delivered the expected 0.25% rate cut to the 3.5–3.75% range. Crypto reacted with a quick spike, but the move faded fast once Powell took the mic. The cut wasn’t the problem. His tone was.

Powell said the job market is weaker than expected and warned that inflation is still too high. 

• He stressed that future cuts will be decided one meeting at a time with no preset path, and even hinted that policy is already near neutral.

• In short, getting more cuts from here won’t be easy. The vote itself showed how divided the Fed is, with two members wanting no cut at all and one pushing for a larger move.

Markets responded immediately. Odds for a January cut have slumped to 18%. But the Fed also dropped a surprise: starting December 12th it will buy $40 billion in Treasury bills and keep purchases elevated for a few months. It’s not full QE, but it is fresh liquidity after years of draining the system.

🤔 Sentiment is split. Bears point to Powell’s caution and the uncertain path for more cuts. Bulls focus on renewed Treasury buying and softer labor data.

On top of that, traders are watching for year end tax loss harvesting. Since the tax year closes in December, investors often sell losing positions to lock in deductions. When many do this at once, it creates extra selling pressure and can make markets look weak until January.

All in all, December could stay choppy and uncertain. Another key question is whether crypto keeps lagging stocks into year end or sets up for a stronger rebound in 2026.

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SOCIAL SENTIMENT

Metals Soar

After the meeting, crypto continues to slump even with the Fed injecting fresh liquidity. The real interest right now is in hard assets like silver and gold, both of which have been strong for several weeks.

Crypto hasn’t captured that momentum. The BTC to gold chart remains weak on the weekly timeframe after forming a large head and shoulders pattern, and at the moment there’s no clear sign of a reversal.

We expect gold to keep outperforming BTC through December, and ideally we’d like to see that flip in January, but for now metals are the clear winners in the social interest cycle.

The good news for crypto traders is that access to metals is easier than ever. Platforms like Lighter and Hyperliquid now offer simple, direct ways to trade them alongside coins

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

Tom Lee’s BitMine Adds $112 Million in ETH, Declaring 'Ethereum Has Already Bottomed' 
BitMine, Tom Lee's Ethereum treasury firm, reportedly bought $112 million in ETH, with Lee declaring the asset has bottomed and predicting a super cycle reversal in early 2026 driven by macro factors.

UK Financial Authority Prioritizes Stablecoin Payments in 2026 
The UK's FCA announced stablecoin payments will be a top priority for 2026, launching a regulatory sandbox for UK-issued sterling stablecoins as part of its strategy to finalize digital asset rules.

Grayscale’s Bittensor Trust Hits Public Markets Ahead of Halving 
The Grayscale Bittensor Trust (GTAO) is now publicly trading on OTCQX, offering investors the first U.S. publicly quoted exposure to the AI-focused TAO token days before its first supply-reducing halving event.

Binance Launches Private IOI Feature for Institutional Crypto Traders 
Binance introduced a private Indication of Interest (IOI) system through its OTC desk, allowing institutional traders moving $200,000+ to signal large spot and loan interest without disrupting public market prices.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

CoinBureau – Ben Cowen: 2025 Review & What’s Coming for Crypto in 2026 (11.12.2025 Summary)

Crypto analyst Ben Cowen believes the crypto market is entering its predictable "winter" phase, following patterns seen in past cycles. His main message is simple: stop watching the news and start watching the big economic drivers to understand what comes next.

Key Things to Know

• The Peak Already Happened (The "Apathy Top"): The major high point for the market likely occurred in late 2025, just when historical cycles suggested it would. This peak wasn't full of excited retail buyers (no "euphoria") but was a quieter high, which means the market will likely fall slowly, not crash dramatically.

• Altcoins Will Struggle: If you're holding smaller coins ("altcoins"), expect them to perform poorly. Cowen says they struggle when the US Federal Reserve keeps interest rates high and restricts cash flow. For a while, Bitcoin (BTC) is the safer place to be because it's the "blue chip" that holds up best in this economic climate.

• Expect a "Sucker's Rally" Soon: In early 2026, there will likely be a brief, strong bounce in prices. This is a "sucker's rally" because it tricks people into thinking the market is fixed, but it will only lead to a slightly lower high before the drop continues .

• Slow Decline for Months: After that small rally, the market will likely see a slow, frustrating decline that could last until mid-to-late 2026. This waiting game is typical for a crypto bear market.

• The Real Fix is Macro: The market won't truly recover until the US central bank changes its mind and starts cutting interest rates aggressively. This change, which might happen later in 2026, is the only thing powerful enough to restart the "animal spirits" (excitement) needed for the next big boom.

The Takeaway

Don't get fooled by short-term price bumps in early 2026. The economic climate says the market needs to cool off. The best strategy is to be patient and focus on saving up to buy strong assets like Bitcoin when they hit rock bottom later in 2026.

AltcoinDaily – Tom Lee: The Cryptocurrency Supercycle Has Begun (11.12.2025 Summary)

The video argues that the cryptocurrency market has entered a rare, powerful "supercycle" a multi-year bull run driven not by hype, but by major moves from big institutions and the US government. Analyst Tom Lee believes the economic environment has flipped, making this a time when you absolutely do not want to sell your strongest assets.

Key Points Explained Simply

• Big Banks Are Buying In: Forget what financial news anchors are saying. The sixth-largest US bank, PNC, is now letting its richest clients buy and sell Bitcoin right from their bank accounts. This is a massive stamp of approval, proving that the "elites" are quietly building crypto into the system (watch what they do, not what they say).

• The Fed is Injecting Cash: The US Federal Reserve just cut interest rates and signaled that rate hikes are officially off the table. More importantly, the Fed is starting to buy US Treasury bills, which means they are injecting fresh cash (liquidity) back into the financial system. This is traditionally rocket fuel for Bitcoin and Ethereum.

• The "Never Sell" Rule: Because of these two big shifts (institutional adoption and easy money policy), Tom Lee argues that if you have high confidence in an asset like Bitcoin or Ethereum, you should never sell. This is not a short-term trade; it's a long-term, structural boom.

• Price Dips are a Gift: Any time the price drops significantly is a golden buying opportunity. Lee compares it to getting a discount on a great stock like Nvidia if the company isn't fundamentally broken, you should be happy to buy it cheaper.

• Watch the 2026 Privacy Trend: Beyond the big coins, the video highlights that privacy features in crypto will be the hot trend of 2026, encouraging investors to keep an eye on projects that allow you to make your transactions private.

The Takeaway

The market narrative has completely changed: institutional money is in, and the central bank is making cash flow easier. If you believe in the future of Bitcoin and Ethereum, treat any price drop not as a panic signal, but as a discount opportunity to buy more.

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