Bias: Stay tactical—fade relief, buy panic. Setup: Oct 30 FOMC cut 25bps; QT halts Dec 1; Nov 1 Trump–Xi tariff framework cools headline risk; U.S. Gov. shutdown and data blindness tilt stagflation risk up. Timing: November seasonality supports BTC, but December FOMC path is uncertain and housing/labor stress raises demand risk. Positioning & Flows: Barbell BTC core + selective cash-flow tokens; no catch-all alts until BTC >$116k, ETH >$4k, SOL >$200.
This report is reserved for our Pro members. Upgrade your plan to gain access to in-depth analysis, actionable insights, and the tools you need to stay ahead in the crypto space.
Not ready for Exclusive Content? Sign up for free
