💸 Powell's Printer: BRRR-ish

63+ Cheat Sheets | Advertise | SuperAI x Crypto | Free One-Shot Guides

Red alert, fam. 🩸 Over $400M got liquidated & $BTC ( ▲ 0.58% ) dumped $4K overnight.

Powell announced a "temporary" $40B T-bill buy, but it wasn't the full QE party the market priced in. 😒 Just another classic "sell-the-news" flush to reset leverage. Don't panic!

Here’s what we got for you today:

• 👀 Top 5 leading Crypto Companies this quarter

• ⭐ Fed cuts, Market flushes, & The $40B secret

• ⭐ Gemini joins the Prediction Wars

• 🔥 Burning hot takes for the road

While everyone was watching Bitcoin chop sideways, a quiet revolution happened in the stock market. We analyzed the Top 5 Publicly Traded Crypto Companies over the last quarter, and the results were shocking.

Why are some crypto stocks exploding while others bleed? And what massive institutional catalyst (involving PNC Bank & JPMorgan) did the market completely ignore?

🦅 FED CUTS. MARKET DUMPS. BUT THE REAL STORY IS ABOUT LIQUIDITY

We knew the rate cut was coming. The market priced it in. But what happened during the meeting is why your portfolio is flashing red this morning.

In the early hours, the Fed cut interest rates by another 0.25%, bringing them down to the 3.5% - 3.75% range. This is the third cut in a row.

Normally, this is bullish. So why did Bitcoin tap $94k and immediately flush back to $90k? Because the bullish headline hid a very hawkish subtext.

1. Internal Division & The "Hawkish" Outlook

For the first time since September 2019, the decision was not unanimous. The meeting witnessed 3 dissenting votes, highlighting a growing split among officials:

• Some urged for more aggressive cuts due to a softening labor market.

• Others feared that continued cuts could cause inflation to spiral out of control again.

Looking ahead, the Fed signaled a "Hawkish" stance for 2026. The majority of officials expect only one more cut next year, targeting a rate of 3% – 3.5%, which is expected to persist through 2027 and 2028.

2.The Part Nobody Read: $40B Liquidity Pump

While everyone panicked over the dot plot, they missed the most critical line in the report. The Fed officially announced they will begin purchasing $40 Billion in T-bills per month.

Call it what you want 😀 the Fed calls it “technical balance sheet management.” Crypto natives call it QE Lite.

When the buyer of last resort steps in to buy government debt, liquidity flows.

And history is clear: when the Fed expands its balance sheet (even "temporarily"), risk assets like BTC eventually catch a bid. The plumbing is being flooded with cash, even if the interest rates stay flat.

3. Powell on the Economy & Trump’s Tariffs

Chairman Jerome Powell emphasized that the U.S. economy remains resilient. The GDP growth forecast for 2025 has been upgraded to 2.3% (up from 1.8% in September).

However, inflation remains sticky at 2.8%, well above the 2% target. Powell noted that the Trump administration's tariff policies are a primary driver of recent price pressures, though he characterized the impact as a "one-time" effect that the Fed is working to contain.

4. The Political Pressure

The tension between the White House and the Fed remains high. President Donald Trump has frequently criticized Powell for keeping rates high, arguing it harms the economy. Despite previous threats to dismiss Powell, Trump is expected to let the Chairman finish his term in May 2026.

Here’s my take:

This is a classic "Sell the News" event. Traders front-ran the cut, and now they are taking profits because the 2026 outlook is "Hawkish."

But zoom out.

1. Rates are trending down.

2. The Fed is printing $40B/month.

3. The US Government is openly discussing a Strategic Bitcoin Reserve.

The short-term price action ($90k) is noise. The macro reality is that the liquidity spigot just got turned back on. The flush is just clearing out the over-leveraged longs before the real move begins. 💎🤲

Stop waiting on your agency. While they're perfecting decks, your competitors are shipping wins.

Traditional agencies are killing your momentum. Week-long approval chains. Strategy decks that never ship. By the time they're ready to execute, your window has passed.

Distractive doesn't work like that. We're builders who do marketing - embedded in your stack, moving at your speed, shipping live campaigns while others schedule kickoffs. No bottlenecks. No approval theater. We test fast, kill what doesn't work, and scale what does. Built for Web3 velocity because we live in it.

Need community growth that compounds? Content that converts? Campaigns that move as fast as your code drops? We're already shipping.

Book a free call to get your 2026 GTM plan ready today.

🔮 GEMINI ENTERS THE CHAT: PREDICTION MARKETS GO MAINSTREAM

If you needed more proof that betting on everything is the new meta, here it is.

Gemini (the exchange run by the Winklevoss twins) just got the green light from the CFTC to launch its own prediction market, Gemini Titan. This is a massive deal. After a grueling 5-year wait (they filed in March 2020), Gemini is now one of the few fintech companies legally allowed to operate a national prediction exchange in the US.

The stock market loved it: $GEMI ( ▼ 11.81% ) popped 15% in after-hours trading.

So what is Gemini Titan?

It’s starting simple with "Yes/No" binary contracts on future events (like Polymarket, but fully regulated).

It launches on the web first, using USD from your Gemini account.

→ But here is the kicker: This isn't just about election betting. Gemini stated they plan to expand Titan into crypto futures, options, and perpetuals.

These are the "holy grail" products that have been largely off-limits to US retail traders due to regulations.

2. The "Trump Era" Tailwinds

The regulatory winds are shifting fast. Under the acting CFTC Chair Caroline Pham, the agency is pivoting from "ban everything" to "let’s regulate it." 😁

Prediction markets like Kalshi and Polymarket have seen record volumes post-election. The CFTC realizes they can't stop the demand, so they might as well license the players.

Acting Chair Pham even admitted: "Prediction markets have potential equal to or greater than traditional capital markets."

3. The Race is On (And It’s Crowded)

Gemini isn't alone. The prediction market sector is turning into a battle royale:

• Robinhood already drove massive volume to Kalshi during the election.

• Crypto.com is running its own betting markets.

• Coinbase is testing betting features in its wallet.

• CZ just teased Predict.Fun on BNB Chain.

• Even Truth Social (Trump's media co.) is planning a platform.

So, what do our team think?

Don't get distracted by the betting aspect. The real story here is the DCM (Designated Contract Market) license.

By securing this license, Gemini has a legal pathway to offer Perpetual Futures to US customers; a product that prints money for offshore exchanges like Binance and Bybit.

If Gemini can successfully bring regulated Perps to the US market, this prediction market was just the Trojan Horse to get through the regulatory gates. The sleeping giant of US retail leverage is waking up, guys! 🚀

Unlock Amazon Prime Perks You Never Knew Existed

Amazon Prime offers much more than just free shipping! Ensure you're getting the most out of your membership with help from our deal experts. Discover 9 Prime benefits you should be using.

🔥 BURNING HOT TAKES FOR THE ROAD

Wall Street just bent the knee. A bronze statue of Satoshi Nakamoto landed right at the NYSE. If that’s not a sign of the times, I don't know what is. Read more

American Bitcoin just scooped up another 416 BTC ($38.3M), cementing their spot in the Top 25 corporate treasuries. Read more

$SEI ( ▼ 0.88% ) just unlocked a massive cheat code for adoption. Their wallets will come pre-installed on millions of Xiaomi phones. Read more

The Kingdom of Bhutan is putting its gold on-chain. They just debuted "TER," a gold-backed token on $SOL ( ▲ 0.94% ) . RWA race is heating up! Read more

🤡 SPICY MEME

💌 SHOUTOUT FROM OUR FIRESTARTER

We read your emails, comments, and poll replies daily

Hit reply and say Hello, we'd love to hear from you!

And if you’ve got a friend deep in crypto (or just getting started), feel free to forward this to them. They can sign up here. Cheers!

⚠ This newsletter is for informational purposes only and should not be considered investment advice. Traders should conduct thorough research, understand the risks, and carefully evaluate their decisions before investing in cryptocurrency.