$BTC | $SOL | $INJ
đ¨ MARKET UPDATE â READ CAREFULLY đ¨
đ¨ Macro Noise vs Real Money Flow
The JPY rate-hike drama is almost done.
đ Any remaining downside likely plays out into Dec 21, then attention shifts back to U.S. fundamentals.
What the data is actually telling us đ
âď¸ Rate cuts are already in the system
âď¸ Rising unemployment = liquidity tightening
âď¸ Repo market stress hasnât gone away
âď¸ Fed is quietly absorbing ~$40B/month in T-bills
âď¸ $2,000 stimulus checks being discussed for early 2026
đ One message is getting louder:
Labor weakness historically precedes QE.
And QE has always started near market bottoms â not tops.
Yes, price action looks rough right now:
â BTC bear-flag breakdown â ~$60K zone
â USDT dominance breaking higher
â BTC dominance flashing a golden cross
But remember đ
đ Charts react. Fundamentals decide direction.
đ Put it into perspective:
đŻđľ Japanâs total investment exposure: < $600B
đşđ¸ U.S. market depth: $70+ TRILLION
First comes the pain.
Then comes the liquidity.
Then comes the run. đđ