MikybullCrypto

$ACE pumping 🚀

US-Iran tensions are heating up again. Tehran is preparing for a potentially wider confrontation, while Trump has issued fresh threats over the Strait of Hormuz. Iran has warned of further escalation if Washington fails to reach an interim deal within weeks. With Hormuz already disrupted, the risk of a broader regional conflict is rising. Oil markets are reacting. Brent crude pushed above $91 as fading hopes of a U.S.-Iran deal raised fresh concerns over global supply. Bitcoin held the $62K level and has bounced back above $64K, showing renewed strength despite the rising geopolitical pressure. Bitcoin critic Peter Schiff questioned why BTC had not sold off amid the latest market uncertainty. The U.S. Strategic Petroleum Reserve has fallen to 293.4 million barrels, its lowest level since 1982, adding further pressure to an already fragile energy market. Trump’s approval rating has dropped to 33%, matching the lowest level of his presidency, according to Reuters/Ipsos. Nasdaq is set to introduce overnight trading from 9 PM to 4 AM ET starting December 6, moving the exchange closer to 23-hour trading. Meanwhile, U.S. net interest payments are projected to hit 3.3% of GDP in 2026, surpassing the previous historical peak of 3.2%. Rising debt and borrowing costs are making the U.S. fiscal burden increasingly difficult to ignore. Geopolitical risk is rising, oil is climbing, and Bitcoin is fighting to reclaim higher levels.

$ACE is breaking out. Expecting a bigger move

$EVAA expecting a bigger if it breaks out

Volatility is the cost of higher returns.

U.S. consumers now expect inflation of roughly 4.5% over the next 12 months, down from earlier highs. If this trend continues, it could reduce pressure on Treasury yields and the Fed, improve liquidity conditions, and support growth stocks, Bitcoin, and other risk assets. The key is confirmation. Watch the next CPI and PCE reports alongside the 10-year yield. Are markets about to get a liquidity boost? 🤔

Polymarket now prices a 75% chance of no change at the Fed’s September meeting, while the odds of a 25 bps hike have dropped to 25%. Following last week’s CPI and PPI data showing cooling inflation, expectations for a September rate hike have weakened. This Wednesday: FOMC Meeting Minutes. They will reveal how hawkish or dovish Fed officials were. A dovish tone could further strengthen the case for a September pause and give crypto another bullish catalyst. Eyes on Wednesday.

THIS IS GETTING WORSE. SAFEPAL just disclosed a data breach affecting nearly 40,000 users. Three hardware wallet incidents occurred in just one month: - COLDCARD: $100+ million drained from 5,200 wallets - TREZOR: 14,000 users' data leaked - SAFEPAL: A data breach affected 40,000 users What the fuck is happening lately?

Since Trump became the first pro-crypto US president: Bitcoin: -41% Ethereum: -45% Altcoins: -80% S&P 500: +30% Nasdaq: +42% Russell: +35% Gold: +65% Silver: +123%

CPI - bullish PPI - strongly bullish S&P 500 is at ATH Fed hike expectations are falling Yet crypto is still weak! Crypto feels increasingly disconnected from the broader market, with every pump short-lived and even positive news struggling to generate meaningful pumps. The truth is, crypto hasn’t felt the same since October 10, 2025, when the largest liquidation event in crypto history saw over $500B in market value wiped out within hours. Traders were liquidated, portfolios were crushed, and retail confidence took a major hit. Even today, the full story behind that historic event remains unclear. This is why regulatory clarity matters. The Senate needs to pass the CLARITY Act and restore confidence, transparency, and a clear path forward for the crypto industry. This coming crypto season will be driven by clarity, supportive macro conditions, liquidity, and a decisive technical breakout. The CLARITY Act will pass, confidence will return, liquidity will flow back into the market and your bags will pump really hard. 🔥

Wasted best years of my life in crypto. S&P 500 hits 3,800, ETH $1,900. S&P 500 hits 4,800, ETH $1,900. S&P 500 hits 5,800, ETH $1,900. S&P 500 hits 6,800, ETH $1,900. Today S&P 500 broke 7,800 for first time in history and ETH is still at $1,900.

🇺🇸 The S&P 500 just hit a new all-time high and broke 7,800 for the first time in history. Meanwhile, Bitcoin is down -50% from ATH. This is why everyone in crypto is depressed

Core PPI m/m - 0.2 PPI m/m - 0.0% Unemployment Claims - 209 Inflation pressure is cooling. Bullish 🚀

Yesterday’s CPI print was a relief for markets, with inflation continuing to cool without delivering the upside surprise traders feared. With inflation moving in the right direction, attention now shifts to whether upcoming data can reinforce expectations for a more supportive Fed stance. That could provide a stronger tailwind for $BTC and risk assets. $SPCX is the standout mover. SpaceX is now trading at $146.5, up 33.3%, after briefly touching $149.3. It is now above its $135 IPO price, with strong momentum pushing the stock toward fresh highs. Trump is being sued over a plan to charge up to $100,000 for early access to Truth Social posts. The U.S. budget deficit hit $432B in July, taking the fiscal-year gap to $1.8T. Rising debt and borrowing needs are reinforcing Bitcoin’s long-term scarcity narrative. Today’s Economic Calendar: - Core PPI m/m - PPI m/m - Unemployment Claims What are your expectations for today’s PPI: bullish, bearish, or neutral?

The SEC is preparing major crypto rule changes. The agency set to consider its first crypto-specific rulemaking this Friday as the CLARITY Act remains stalled. The White House remains fully committed to passing the CLARITY Act next month, according to crypto adviser Patrick Witt. The CFTC says it is prepared to advance crypto regulations even if Congress fails to pass the CLARITY Act. Anthropic, the company behind Claude, is reportedly targeting an IPO as early as September or October. Trump confirmed he secretly switched to a military aircraft during his Turkey trip after a credible security threat, while another aircraft continued as Air Force One. The U.S. military fired on a Panama-flagged ship’s rudder after its crew ignored warnings from American personnel, according to U.S. officials. BTC and altcoins remain quiet and boring, but tomorrow’s CPI report is set to bring volatility back to the market.

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The White House remains fully committed to passing the CLARITY Act next month, keeping U.S. crypto regulation firmly in focus. MARA has reportedly sold a large portion of its Bitcoin holdings, marking another major move by a publicly traded miner. Trump again says the Strait of Hormuz is open and fully under U.S. control, adding that U.S. forces have cleared the strait of mines. Ukraine is demonstrating an expanding long-range strike capability, reaching increasingly deep targets inside Russia. Oil is back near recent highs, with Brent around $88 and WTI above $82 as uncertainty over the Strait of Hormuz persists. $BTC remains under pressure, while $Alts are still struggling. Crypto feels unusually quiet right now, but we’ve seen periods like this before. The key is to endure the short-term pain and stay ready for the years of opportunity that are about to begin.

We are currently in the hardest phase of crypto and possible the worst bear market ever. Not because our bags are down, but because everything else is pumping to all time high while crypto is down -80%. I have seen the same happen in 2018 and 2022, and the crypto market exploded after that. We just have to survive a few more months of pain to enjoy years of gain.

This week brings the next major catalyst. CPI, PPI, jobless claims, and retail sales all drop, each one capable of moving Fed expectations and market sentiment.