The Cut Arrived... - 11.12.2025 but the Market Didn’t Celebrate?

This episode untangles the post‑FOMC market reaction: a priced‑in 0.25% cut, Powell's cautious tone, a surprise $40B T‑bill purchase, and heavy tax‑loss selling that sent capital into gold and hard assets. We explain why the crypto spike faded and what the BTC/gold technicals imply. We also break down major behind‑the‑scenes institutional moves—large Ethereum buys, new trusts, and private IOI systems—and the central debate between Tom Lee’s supercycle thesis and Ben Cowan’s ‘apathy top’ winter, ending with the strategic choice for investors heading into 2026. Subscribe to our daily Free Crypto Newsletter: https://crypto.report