An exceptional week in every sense of the word
The last week of 2025 carries three critical political meetings
from three major central banks, with three different decisions: the
Bank of Japan raises interest rates, the European Central Bank
holds interest rates steady, and the Bank of England cuts interest rates.
In addition, there are American employment data for October
and November following the impact of the government shutdown
along with the effects of CPI and a semi-official end of the year before the Christmas and New Year holidays 🦋
Potential weakness in employment data may reflect a real deterioration in the labor market
This brings interest rate cuts back to the table, but for the wrong reasons. A cut
resulting from economic weakness is often negative for crypto, because
the Federal Reserve is chasing a slowdown and not balancing policy.
On the other hand, the interest rate increase from the Japanese bank itself is calculated, but the aggressive future guidance is not accounted for, and history is clear: every time it has raised rates, BTC has declined by varying percentages.
The real opportunity comes not during strength, but when high fear meets value areas: True Market Mean, ETF cost, and Michael Saylor's cost.
