BREAKING: The odds of Kevin Warsh becoming the next Fed Chair surge to 37% as President Trump says he is "leaning towards Warsh or Hassett," per Polymarket.
This comes just hours after President Trump said he wants rates to be "1% or lower."
Federal Reserve's Rate Cut Backlash: The Fed's widely anticipated 25-basis-point cut yesterday (to 4.25–4.50%) was meant to ease borrowing costs and support risk assets. However, it triggered a reassessment of future liquidity: markets now see fewer aggressive cuts ahead (only ~40% odds for December), signaling persistent inflation and a cooling labor market. $BTC dropped below $90,000 as traders rotated out of high-volatility assets like crypto into safer bets. As Blueprint Finance CEO Nic Roberts-Huntley noted, while the cut "boosts risk-asset sentiment," crypto's reaction was "cautious" due to hawkish undertones in Fed Chair Powell's remarks on "stagflation risks." This "sell the news" dynamic wiped out $437 million in leveraged positions in the last 12 hours alone. #Fed
The global bull market is making history: The MSCI All Country World Index (ACWI) is up +20% year-to-date, on track for its best annual performance since 2019. This is nearly double the last 10-year's average of +11%. This also marks the 3rd consecutive annual gain, matching the 2019-2021 streak. Since January 2023, global stocks have added +$42 trillion in market cap, on pace for the strongest 3-year run in history. This was particularly driven by the US market, which reflects nearly a record 65% of the MSCI ACWI index. Asset owners are winning. $BTC
BREAKING: President Trump calls for CNN to be "sold." PRESIDENT TRUMP: "The people that have run CNN into the ground... I don't think they should be entrusted with running CNN any longer." $BTC #TRUMP
BREAKING: There is now a 94% chance that the Fed will cut interest rates on Wednesday, per Polymarket. $BTC $ETH #Fed The 3rd rate cut of 2025 is coming.
The cryptocurrency market is experiencing a mild pullback today, with the total market capitalization sitting at $3.05 trillion, down 2.01% over the past 24 hours. This reflects broader risk-off sentiment amid macroeconomic uncertainties, including fading hopes for aggressive Federal Reserve rate cuts and ongoing volatility in tech and AI-related assets. Bitcoin dominance remains strong at 58.7%, indicating BTC's continued influence over altcoins, while the altcoin season index is low at 21/100, suggesting limited outperformance from smaller tokens. Trading volume has seen a 2.82% dip, pointing to reduced speculative activity.Key Market DriversBitcoin's Performance: BTC is trading at $89,528.50, up 2.01% in the last 24 hours but down nearly 30% from its October all-time high of around $126,000. Analysts attribute this to heavy leverage liquidations (over $19 billion erased in late November) and correlation with Nasdaq volatility.
Despite the dip, long-term holders are accumulating, and JPMorgan maintains a bullish $170,000 target tied to gold-like safe-haven status. Ethereum and Altcoins: ETH is up 3.44% at $3,030.69, showing resilience with strong 24-hour volume of $20.66 billion. Altcoins like Solana (+3.64%) and Dogecoin (+3.95%) are outperforming BTC, but the market RSI of 42.05 signals oversold conditions that could lead to a rebound. Recent Trends: Q4 2025 has been volatile, with Bitcoin's quarterly return marking its second-worst since 2022 due to over-leveraged positions unraveling.
News highlights include investor Kevin O’Leary calling most altcoins "worthless" and predicting only BTC and ETH will endure long-term.
"US reliance on China’s rare earths is set to decline: The US is now on track to meet ~94% of its rare earth demand from domestic sources by 2030. This percentage is expected to more than quadruple from the 20% seen in 2024. By comparison, the rest of the world will only meet 38% of demand locally by 2030, up from 18% last year. Overall, China is expected to supply ~60% of the world’s rare earth elements used to produce high-performance magnets by 2030. However, Western economies will still rely on China for 91% of heavy rare earths processing through 2030, down from 99% in 2024, according to Benchmark Mineral Intelligence. Rare earths are more strategic now than ever. $BTC