Nicolas Samui
Open Trade
BNB Holder
Occasional Trader
4.8 Years
Créateur de la chaine youtube et de la newsletter "les clefs du marchés" 👉 https://nicolas777.substack.com/
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146 Followers
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The Institutional Domino: why the Magnificent 7 might end up stacking Bitcoin!
We may be witnessing the beginning of a silent shift.
Bank of America is leading the way for cryptos.
Vanguard, the temple of financial conservatism, is changing its doctrine and finally listing Bitcoin.
Grayscale predicts a broken cycle and new peaks.
• Bank of America
BoA now allows certain clients to allocate up to 4% of their portfolio to digital assets.
For a bank that spent 10 years repeating that 'Bitcoin has no intrinsic value', this is a total turnaround.
Bank of America is leading the way for cryptos.
Vanguard, the temple of financial conservatism, is changing its doctrine and finally listing Bitcoin.
Grayscale predicts a broken cycle and new peaks.
• Bank of America
BoA now allows certain clients to allocate up to 4% of their portfolio to digital assets.
For a bank that spent 10 years repeating that 'Bitcoin has no intrinsic value', this is a total turnaround.
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Since the end of the Federal Reserve's Quantitative Tightening (QT) on December 1, 2025, which prevents a monthly reduction of $25 billion in liquidity in Treasuries, several injections have taken place to stabilize the financial system.
#Fed
#Fed
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#coinbase x402 spotlight will be released on December 17th!
x402 is an open-source protocol supported by Coinbase, adopted by Cloudflare, Google, and others through the foundation.
The sovereignty fees from the transactions of Basenames agents on x402 directly burn $ETHY.
This is accelerating rapidly.
x402 is an open-source protocol supported by Coinbase, adopted by Cloudflare, Google, and others through the foundation.
The sovereignty fees from the transactions of Basenames agents on x402 directly burn $ETHY.
This is accelerating rapidly.
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The total market capitalization of stablecoins has just surpassed 300 billion dollars, with over 210 million holders.
#tetherUsdt holds a dominant market share of about 60% with nearly 188 billion dollars, while USDC fights for second place with 76 billion dollars.
In this game, dominance is not about being the "safest choice", but about being the one that everyone uses.
#tetherUsdt holds a dominant market share of about 60% with nearly 188 billion dollars, while USDC fights for second place with 76 billion dollars.
In this game, dominance is not about being the "safest choice", but about being the one that everyone uses.
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Polymarket currently dominates the prediction market.
In a sector obsessed with probabilities, betting big on Polymarket's airdrop seems to be the wisest strategy.
#Polymarket
In a sector obsessed with probabilities, betting big on Polymarket's airdrop seems to be the wisest strategy.
#Polymarket
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Listen to this! After calling Bitcoin a fraud for a decade,
the CEO of JPMorgan comes to terms with the reality:
"We transfer billions of dollars a day on the blockchain.
It's real. It's faster. It's cheaper."
Jamie Dimon has not joined the revolution.
He understood that his bank would be left behind without it.
Jamie Dimon has shifted from the most virulent critic to the biggest advocate of blockchain.
$BTC $ETH
the CEO of JPMorgan comes to terms with the reality:
"We transfer billions of dollars a day on the blockchain.
It's real. It's faster. It's cheaper."
Jamie Dimon has not joined the revolution.
He understood that his bank would be left behind without it.
Jamie Dimon has shifted from the most virulent critic to the biggest advocate of blockchain.
$BTC $ETH
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Declaration of NATO Secretary General Mark Rutte
"We must prepare for a war on a scale comparable to that endured by our grandparents and great-grandparents"
One understands why the price of gold is exploding!!
"We must prepare for a war on a scale comparable to that endured by our grandparents and great-grandparents"
One understands why the price of gold is exploding!!
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The market sentiment following the rate cut is mixed.
Markets are relieved in the immediate term with a "hawkish cut" (25 bps as expected), but the ultra-restrictive dot plot (only 1 cut in 2026) and the 3 dissenters dampen the euphoria.
Stocks are moderately up, the 2-year rate is down, the dollar is stable.
Investors are digesting a Fed that is more hawkish than expected, data-dependent, in the face of stubborn inflation and tariff risks.
In the short term: moderate optimism on risky assets. The Fed indicates it will buy $40 billion$ of Treasury bonds and that these purchases will start from December 12.
#FOMC
Markets are relieved in the immediate term with a "hawkish cut" (25 bps as expected), but the ultra-restrictive dot plot (only 1 cut in 2026) and the 3 dissenters dampen the euphoria.
Stocks are moderately up, the 2-year rate is down, the dollar is stable.
Investors are digesting a Fed that is more hawkish than expected, data-dependent, in the face of stubborn inflation and tariff risks.
In the short term: moderate optimism on risky assets. The Fed indicates it will buy $40 billion$ of Treasury bonds and that these purchases will start from December 12.
#FOMC
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Key highlights of the December 2025 FOMC decision:
Rate cut:
The Fed has reduced the benchmark rate by 25 basis points, bringing it to a range of 3.50% - 3.75%. This is the third consecutive cut in 2025.
Divided vote:
Decision adopted by 9 votes to 3 dissenting (the largest number since 2019), reflecting disagreements on the priority between employment and inflation.
Future projections (Dot Plot):
Forecast of one additional cut in 2026, then another in 2027, before a long-term rate around 3%. Seven officials do not anticipate any cuts in 2026.
Balance sheet and liquidity:
Announcement of the resumption of Treasury securities purchases to manage reserves; end of balance sheet reduction since December 1.
Economic outlook:
Moderate growth, slowdown in employment, persistent inflation above 2% (influenced by tariff rates). The Fed takes a cautious approach, assessing data on a case-by-case basis.
#FOMC
Rate cut:
The Fed has reduced the benchmark rate by 25 basis points, bringing it to a range of 3.50% - 3.75%. This is the third consecutive cut in 2025.
Divided vote:
Decision adopted by 9 votes to 3 dissenting (the largest number since 2019), reflecting disagreements on the priority between employment and inflation.
Future projections (Dot Plot):
Forecast of one additional cut in 2026, then another in 2027, before a long-term rate around 3%. Seven officials do not anticipate any cuts in 2026.
Balance sheet and liquidity:
Announcement of the resumption of Treasury securities purchases to manage reserves; end of balance sheet reduction since December 1.
Economic outlook:
Moderate growth, slowdown in employment, persistent inflation above 2% (influenced by tariff rates). The Fed takes a cautious approach, assessing data on a case-by-case basis.
#FOMC
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Today the #Fed va will give its monetary policy forecasts and will likely lower its rates by 25 basis points.
It will also talk about its balance sheet. This is what the market will be watching.
I have therefore created an infographic to help you understand how the FED's balance sheet works.
Feel free to ask if you have any questions. Subscribe and like this tweet so you don't miss the next ones.
It will also talk about its balance sheet. This is what the market will be watching.
I have therefore created an infographic to help you understand how the FED's balance sheet works.
Feel free to ask if you have any questions. Subscribe and like this tweet so you don't miss the next ones.
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Here is why you should take China very seriously in your investments!
China is shocking everyone and preparing a real recovery cycle.
I explain all of this in this video.
Subscribe to my newsletter to not miss any analyses on crypto and finance.
https://nicolas777.substack.com/
#chine #Economie #Exportations #Macro
China is shocking everyone and preparing a real recovery cycle.
I explain all of this in this video.
Subscribe to my newsletter to not miss any analyses on crypto and finance.
https://nicolas777.substack.com/
#chine #Economie #Exportations #Macro
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🗓️ To watch this week:
Dec 8–10: release of Chinese data (trade, inflation, monetary)
Dec 9: US report on job openings (JOLTS).
Dec 10: Federal Reserve meeting (FOMC) for rate decision + financial results from Oracle and Adobe.
Dec 11: release of results from Broadcom, among others.
Save to remember.
$BTC
Dec 8–10: release of Chinese data (trade, inflation, monetary)
Dec 9: US report on job openings (JOLTS).
Dec 10: Federal Reserve meeting (FOMC) for rate decision + financial results from Oracle and Adobe.
Dec 11: release of results from Broadcom, among others.
Save to remember.
$BTC
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The very first halving of $TAO arrives in a week.
As for the $BTC , the rewards in $TAO will be halved.
In your opinion, what effect could it have on the price?
As for the $BTC , the rewards in $TAO will be halved.
In your opinion, what effect could it have on the price?
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ELON MUSK DECLARES WAR ON THE EUROPEAN UNION
A thread to understand the explosive escalation of these last 7 days
ACT I: The bomb of December 5th
120 million euros. That's the fine that the European Commission has just imposed on X (formerly Twitter) for violating the Digital Services Act.
Musk's reaction? A simple word: "Bullshit"
But that was just the beginning of a storm that would shake the internet for 48 hours.
THE EXPLOSION: More than 25 posts in 48 hours
What follows is not just a simple regulatory dispute. It's an ideological declaration of war.
ACT I: The bomb of December 5th
120 million euros. That's the fine that the European Commission has just imposed on X (formerly Twitter) for violating the Digital Services Act.
Musk's reaction? A simple word: "Bullshit"
But that was just the beginning of a storm that would shake the internet for 48 hours.
THE EXPLOSION: More than 25 posts in 48 hours
What follows is not just a simple regulatory dispute. It's an ideological declaration of war.
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Buying from $BTC today is like buying gold in 2000.
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Larry Fink, CEO of BlackRock, states that sovereign funds are already accumulating Bitcoin as a strategic reserve asset.
Among the notable examples on the list of involved sovereign funds, the one that stands out is the Luxembourg Sovereign Investment Fund (FSIL), which has explicitly allocated 1% of its assets (approximately 7 million euros) to Bitcoin for its national reserve.
$BTC
Among the notable examples on the list of involved sovereign funds, the one that stands out is the Luxembourg Sovereign Investment Fund (FSIL), which has explicitly allocated 1% of its assets (approximately 7 million euros) to Bitcoin for its national reserve.
$BTC
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The founder of Binance, CZ, just demolished the gold fanatic Peter Schiff in 30 seconds.
A MUST WATCH!!
A MUST WATCH!!
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8 reasons that mark the end of the 4-year cycle for Bitcoin
We are witnessing a historic turning point. For over 15 years, Bitcoin has been trapped in a simple narrative: a halving every four years, a bull run, then a bear market.
But this pattern is starting to crumble, and signals are multiplying at an unprecedented speed.
Jerome Powell himself dropped the phrase that no one was expecting:
“Bitcoin is like gold.”
When the chairman of the Fed officially compares Bitcoin to gold, it is no longer a speculative asset: it is an asset
But this pattern is starting to crumble, and signals are multiplying at an unprecedented speed.
Jerome Powell himself dropped the phrase that no one was expecting:
“Bitcoin is like gold.”
When the chairman of the Fed officially compares Bitcoin to gold, it is no longer a speculative asset: it is an asset
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$BTC retrieves the 90k
It's too early to say for sure, but for me, the 80k was indeed the bottom.
The key? The GOLD/BTC ratio
It's too early to say for sure, but for me, the 80k was indeed the bottom.
The key? The GOLD/BTC ratio
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