Influencer Stats
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Influencer Stats
@Influencerstat
This is a narrative driven run. AI ,GPU, DEPIN,RWA. Trading narratives for max gain. Every thing else is just noise!
United States Inscrit le Ekim 2022
775 Abonnements6.6K Abonnés

Good news for #GoldX holders.
Binance CZ says crypto could enter a supercycle by 2026, driven by U.S. politics, Fed easing, and institutional adoption.
Anyone understand how seed sale work $GOLDX will be a great opportunity


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The Russell 2000 breakout just happened.
Historically, every major Russell breakout has been followed by a Bitcoin run into its cycle high with alts going vertical.
Not because IWM predicts $btc.
Because it screams risk-on liquidity.
Small caps ripping = investors moving back into risk assets across the board.
This is the second round
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THIS CHART BLOWS MY MIND.
Altcoin dominance has been moving almost exactly with the PMI (Purchasing Managers Index).
We haven’t seen a true 🇺🇸 US business cycle during this Bitcoin run, which is why altcoins have massively underperformed.
BTC.D + ETH.D + USDT.D + USDC.D (inverted) vs PMI highlights this perfectly.
Once the inverted chart starts moving back up, altcoin dominance begins rising again.
Keep your eyes on this.

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Japanese stocks pumping on this news
After all we may not have a rate hike from Japan which is great for Bitcoin and stocks
*Walter Bloomberg@DeItaone
*JAPAN 3Q GDP FALLS 2.3% ON ANNUALIZED BASIS; EST. -2.0%
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Former NY Fed Repo Guru Mark Cabana: "Powell Will Announce $45 Billion In T-Bill Purchases On Wednesday"
crypto noticed
zerohedge.com/markets/former…
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BREAKING: The Federal Reserve Just Ended Quantitative Tightening. What Comes Next Changes Everything.
While markets obsess over rate cuts, Wall Street’s sharpest minds are focused elsewhere.
The real story: Fed officials are expected to announce Reserve Management Purchases at the December 10 FOMC meeting, initiating $20 to $40 billion in monthly Treasury bill acquisitions starting January 2026.
They will not call it Quantitative Easing.
But the math speaks for itself.
At the upper range, this injects $480 billion in fresh liquidity annually into a financial system where bank reserves just touched $3 trillion, their lowest level since the repo crisis of 2019.
Evercore ISI projects $35 billion monthly. UBS forecasts $40 billion. Goldman Sachs expects $20 billion net. The spread reveals uncertainty. The direction reveals intent.
Three years of balance sheet reduction. $2.4 trillion drained from markets. Now the tide reverses.
The mechanism is elegant: maturing mortgage backed securities, running off at $15 to $19 billion monthly, get reinvested into short duration T-bills. Duration shortens. Liquidity expands. The Fed maintains plausible deniability.
Mark Cabana of Bank of America warns investors are “underestimating” what the balance sheet announcement will deliver. Above $40 billion signals accommodation. Below $30 billion signals restraint.
The repo market already knows. SOFR rates have repeatedly breached the Fed’s policy corridor ceiling. The banking system is signaling: reserves are shifting from abundant to adequate, with scarcity looming.
For risk assets, this changes the calculus.
For inflation hawks, this raises the specter of policy error.
For those paying attention, this is the pivot hiding in plain sight.
December 10. Watch the implementation notes.
The era of tighthat ended. The era of managed expansion begins.

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THE CYCLE INVERSION
What if 2025 was the bear market and nobody noticed?
Consider the evidence.
Bitcoin broke its all-time high BEFORE the halving for the first time in history. This was not a bull market signal. This was the cycle inverting.
2024 was not the start of a new bull run. It was political repricing. A pro-crypto administration being priced in. Nothing more.
2025 has shown every characteristic of a bear market:
Bitcoin dominance at multi-year highs while altcoins bleed to death. Three and a half billion dollars in ETF outflows in a single month. A twenty-nine percent drawdown from October highs. Extreme fear readings on sentiment indices.
The paradox that breaks every model: bear market psychology at ninety thousand dollars.
Two years ago this price was euphoric fantasy. Today it generates panic.
The four-year halving cycle is not dead. It has been absorbed. One hundred twenty billion dollars in ETF assets under management has fused Bitcoin to Federal Reserve liquidity cycles. The halving still governs supply. But demand now follows the Fed, not crypto-native narratives.
What does this inversion mean for 2026?
If the bear market already occurred disguised by nominal highs, the next phase is the actual blow-off top. One hundred fifty to two hundred thousand becomes the target as global liquidity expansion forces capital into hard assets.
The crowd is positioned for a crash that already happened.
They are fearful when they should be accumulating.
The cycle did not break. It inverted. Those who recognize the inversion will capture the next leg. Those who wait for the crash they expect will watch it leave without them.
The bear market is behind you.
Act accordingly.

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