Tag Archives: Crypto market news

Crypto Markets Underestimate A Trump-Style Flood Of Rate Cuts: Expert

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Crypto markets are confronting a fast-moving repricing of US monetary policy expectations, and macro trader Alex Krüger argues that even after last week’s sharp dovish turn, futures curves still fail to discount what a Trump-aligned Federal Reserve leadership could look like. Fed Cut Mispricing Sets Up Crypto Repricing Event In a post on X, Krüger… Continue reading Crypto Markets Underestimate A Trump-Style Flood Of Rate Cuts: Expert→

Crypto Crash Is A Forced Crypto Seller Unwind, Glassnode Co-Founders Claim

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Glassnode co-founders Jan Happel and Yann Allemann, who publish under the @Negentropic handle on X, argue that the current crypto crash is being driven not by a broad narrative turn, but by a single, systematic source of sell pressure whose footprint is most visible in Bitcoin and is spilling into the wider complex. Their core… Continue reading Crypto Crash Is A Forced Crypto Seller Unwind, Glassnode Co-Founders Claim→

Crypto Traders See Bullish Tailwind: Hassett Jumps In Fed Chair Odds

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Donald Trump has pushed the Federal Reserve back into the center of the crypto macro narrative, telling reporters he “already” knows who should succeed Jerome Powell and triggering a sharp repricing in real-money prediction markets in favor of Kevin Hassett. In remarks in the Oval Office, Trump said: “I think I already know my choice,”… Continue reading Crypto Traders See Bullish Tailwind: Hassett Jumps In Fed Chair Odds→

Powell, The FOMC, And Crypto: The Message Everyone Missed

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In a post on X on October 29, Quinn Thompson, CIO of Lekker Capital, argued that Jerome Powell’s post-FOMC messaging was less about macro uncertainty and more about pressure tactics aimed at the political apparatus — with direct consequences for crypto liquidity. Powell’s FOMC Comments Decoded Thompson wrote: “Powell appeared to be playing political games… Continue reading Powell, The FOMC, And Crypto: The Message Everyone Missed→

‘It’s All One Trade’ — Crypto Bull Run Isn’t Done, Says Dan Morehead

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Pantera Capital founder and CEO Dan Morehead argues the core driver of this cycle remains the same “one trade” uniting macro and crypto: fiat debasement pushing capital into scarce, higher-beta assets. In a wide-ranging conversation with Real Vision’s Raoul Pal, the pair frame the current rally—and what comes next—through the lens of policy error, structural… Continue reading ‘It’s All One Trade’ — Crypto Bull Run Isn’t Done, Says Dan Morehead→

Is The Crypto Bull Run Over? Lekker Capital CIO Warns ‘Don’t Miss The Forest’

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Lekker Capital CIO Quinn Thompson says the market just lived through a rare “positioning rinse” that has left crypto consensus facing the wrong direction at precisely the wrong time. “There’s about 1, at most 2, times per year where I feel like I’m seeing things at 180 degree odds with the crypto twitter consensus,” Thompson… Continue reading Is The Crypto Bull Run Over? Lekker Capital CIO Warns ‘Don’t Miss The Forest’→

Crypto Bulls Beware: Friday Could Be Crucial — Here’s Why

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A rare confluence of macro catalysts will put risk assets—and by extension crypto—on edge this Friday. The US Bureau of Labor Statistics (BLS) has confirmed it will publish the delayed September Consumer Price Index at 8:30 a.m. ET on Friday, October 24, even as most federal data remain frozen by the ongoing government shutdown. In… Continue reading Crypto Bulls Beware: Friday Could Be Crucial — Here’s Why→

Crypto Bulls Smell Blood: SOFR–RRP Spread Hints QT Pivot By October

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An obscure spread at the heart of US money markets just flashed a bright warning, and crypto traders are pouncing on the signal. The Secured Overnight Financing Rate (SOFR) printed 4.29% on Wednesday, while the Federal Reserve’s overnight reverse-repo (ON RRP) award rate sat at 4.00%, putting the SOFR–RRP spread at 29 basis points on… Continue reading Crypto Bulls Smell Blood: SOFR–RRP Spread Hints QT Pivot By October→

Crypto Bull Run Ahead: Powell Just Telegraphed End Of QT

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Crypto analyst Kevin (Kev Capital TA) says Jerome Powell has effectively signaled the wind-down of the Federal Reserve’s quantitative tightening program—an inflection he argues has historically unlocked altcoin outperformance and could underpin the next broad crypto rally. In a video analysis posted yesterday, Kevin framed Powell’s appearance at the National Association for Business Economics forum… Continue reading Crypto Bull Run Ahead: Powell Just Telegraphed End Of QT→

December 2024 Crypto Crash Signal Returns As Altcoins Go Wild

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Crypto analyst Maartunn (@JA_Maartun) warned on September 14 that a familiar—and historically unfriendly—market pattern has reappeared: speculative leverage pouring into altcoins while Bitcoin’s derivatives positioning stays conspicuously muted. “History doesn’t repeat, but it often rhymes, and right now a major warning signal is flashing,” he said, stressing that his message is not to incite panic… Continue reading December 2024 Crypto Crash Signal Returns As Altcoins Go Wild→