🇯🇵 JAPAN'S 2-YEAR INTEREST RATE RISES TO 1% ⚠️
🔸 The 2-year yield rising to 1% signals that borrowing in yen is no longer free after decades of zero interest rates.
🔸 The market believes that the BOJ may keep interest rates positive, but Japan's economy is still weak, so it is difficult to tighten too much.
🔸 If the global economy slows down or is at risk of deflation, Japan will quickly loosen because they are very afraid of deflation.
🔸 The BOJ will not repeat the old mistakes such as yield curve control or negative interest rates but will adjust more flexibly.
🔸 Higher inter

MICROSTRATEGY FOR THE FIRST TIME ACKNOWLEDGES IT MAY SELL BTC IN AN EMERGENCY SITUATION
🔸 MicroStrategy CEO Phong Le confirmed that they may sell a portion of the 649,870 BTC if faced with an extremely tight financial situation in order to protect shareholders.
🔸 This is in stark contrast to the "never sell" philosophy of Chairman Michael Saylor and shows that previous skepticism about this statement is well-founded.
🔸 CEO Phong Le stated that they will only sell BTC when two conditions occur.
➤ The market value of MicroStrategy is lower than the value of the BTC they are holding (mNAV belo

ECONOMIC EVENT SCHEDULE NEXT WEEK (ACCORDING TO US TIME)
The focus of this week will be the ADP jobs report and PCE inflation ahead of the next FED interest rate meeting on December 10.
🗓️ MONDAY, DECEMBER 1
- FED Chairman Jerome Powell speaks
🗓️ TUESDAY, DECEMBER 2
- FED Vice Chair for Supervision Michelle Bowman testifies
🗓️ WEDNESDAY, DECEMBER 3
- ADP employment report of the US
🗓️ THURSDAY, DECEMBER 4
- The number of weekly unemployment benefit applications in the US
- FED Vice Chair Michelle Bowman spoke
🗓️ FRIDAY, DECEMBER 5
- The PCE and Core PCE inflation index of the US (data for

S&P DOWNGRADE STABLE TETHER USDT
🔸 S&P downgraded the stable rating of ( maintaining the peg) of the stablecoin USDT to the weakest level as Tether is holding too many risky assets like bitcoin and gold.
🔸 Bitcoin currently accounts for about 5.6% of USDT reserves, higher than the collateral portion of 3.9%, so if the price of Bitcoin drops significantly, USDT may not have enough assets to back it.
🔸 Besides bitcoin, USDT also holds gold, corporate bonds, and risky loans, but lacks detailed reporting, raising concerns among analysts.
🔸 Tether opposes the assessment of S&P and argues th

After the ban in 2021, Bitcoin mining activities in China unexpectedly bounced back strongly. According to Hashrate Index, China has returned to the 3rd position in the world, accounting for about 14-20% of the total hashrate.
Sales of mining machines in China have also surged, indicating that mining activities are recovering. Although the government has not lifted the ban, the attitude towards crypto is becoming softer, as evidenced by Hong Kong having stablecoin legislation and China considering the issuance of a stablecoin linked to the Renminbi.#GateChristmasGiveaway #NonfarmPayrollsBeatEx

MICHAEL BURRY WARNS OF AI BUBBLE IN NEWLY LAUNCHED NEWSLETTER
🔸 Michael Burry, the famous investor known for accurately predicting the 2008 crisis, closed his hedge fund last week and launched a paid newsletter named "Cassandra Unchained" to detail his pessimistic views on AI.
🔸 He compares the current AI frenzy to the dot-com bubble of 2000 when investors were overly optimistic about mythical growth and overlooked profit risks, similar to how people poured money into Amazon before it was profitable.
🔸 Burry recalls history when the Fed previously denied the housing bubble in 2005 and short

WHY THE CRYPTO COMMUNITY IS CALLING FOR A BOYCOTT OF JP MORGAN
🔸 CEO Strike Jack Mallers stated that JPMorgan closed his account without a clear explanation, only replying "not allowed to say" and noting "concerning activity," while also banning him from opening an account in the future.
🔸 The crypto community believes this is similar to Operation Chokepoint 2.0 during Biden's time — exerting pressure for banks to deny services to the crypto industry. President Trump signed sanctions against "debank" crypto organizations, making the Mallers case even more suspicious.
🔸 U.S. Senator Cynt

ANTHONY POMPLIANO (Founder & CEO of Professional Capital Management): BITCOIN IS LESS VOLATILE
🔸 Pomp said that the volatility of Bitcoin has now decreased by half compared to a few years ago.
🔸 In the past, each Bitcoin cycle could drop by 80%, but now it might only decrease by about 40%.
🔸 The recent drop was around 36–37%, so it may be near the bottom.
🔸 When volatility decreases, Bitcoin will experience fewer "sharp increases" but also fewer "heavy drops" than before.
🔸 The Fear & Greed index has dropped to an extremely low level, indicating that the fear sentiment is at its bottom an

Cardano recently experienced a rare incident where a faulty transaction caused the blockchain to split into two branches. This error originated from an old piece of code that has been in existence since 2022, allowing a misformatted transaction to pass the checks and causing the nodes to process differently.
The culprit is a staking pool operator named Homer J, who stated that he was only "experimenting out of curiosity" and used AI to create faulty transactions. However, Charles Hoskinson believes this was a deliberate attack that disrupted the entire network and affected validator rewards. H

Cardano recently encountered a rare issue when a faulty transaction caused the blockchain to split into two branches. This error stemmed from an old piece of code existing since 2022, which allowed a misformatted transaction to pass the checks and caused the nodes to process differently.
The culprit is a staking pool operator named Homer J, who said he was just "experimenting out of curiosity" and used AI to create faulty transactions. However, Charles Hoskinson believes this was a deliberate attack, disrupting the entire network and affecting the rewards of validators. He also revealed that t

SECRETARY OF THE TREASURY BESSENT: THE US WILL NOT RECESS IN 2026
🔸 Mr. Scott Bessent affirmed that the U.S. is not at risk of a recession in 2026 and that citizens will soon benefit from President Trump's economic policies.
🔸 Many tax reduction policies, incentives for workers, and reductions in medical costs are still being implemented, so the positive impact has not yet appeared.
🔸 Some sectors are still struggling, such as real estate and areas affected by high interest rates.
🔸 Bessent believes that the decrease in energy prices will help reduce inflation in the near future#TopGai

ECONOMIC EVENTS CALENDAR THIS WEEK (BY US DATE)
This week doesn't have many important events as it is Thanksgiving week in the US.
🗓️ TUESDAY, NOVEMBER 25
• US PPI and Core PPI (wholesale price inflation index)
• S&P Case-Shiller Home Price Index in 20 major US cities
🗓️ WEDNESDAY, NOVEMBER 26
• US Weekly Unemployment Claims#TopGainersInADownMarket #FOMCMeetingMinutesComingUp #ShowMyAlphaPoints $BTC $ETH

WHAT IS HAPPENING WITH MICROSTRATEGY (MSTR)?
🔸 MSCI – a major provider of stock indices – is considering removing companies whose Bitcoin holdings account for 50% or more of their assets
🔸 MicroStrategy (MSTR) is affected because the value of their Bitcoin holdings exceeds that of their traditional business assets
🔸 If removed from the index, funds tracking MSCI would be forced to sell MSTR shares
🔸 JPMorgan estimates that at least $2.8 billion worth of MSTR shares could be sold automatically, potentially rising to $8.8 billion if other index providers follow suit
🔸 This could put downwar

PROBABILITY OF INTEREST RATE CUTS RISES AS NEW YORK FED PRESIDENT HINTS AT FURTHER CUTS
🔸 US government bond yields simultaneously fell after New York Fed President John Williams signaled that the Fed might cut interest rates at the December meeting
🔸 He stated that the current policy has become “less restrictive” after recent rate cuts and that the Fed still has “room for further adjustments”
🔸 The probability that the market expects the Fed to cut rates in December has risen to over 70%, compared to below 40% before his statement#TopGainersInADownMarket #FOMCMeetingMinutesComingUp #ShowMy

TOM LEE (BITMINE CHAIRMAN) SAYS THE CRYPTO MARKET WEAKENED SINCE OCTOBER 10 DUE TO A HUGE LIQUIDATION SHOCK THAT "BROKE THE MARKET MAKERS' legs"
🔹 Market makers in crypto are like "central banks" providing liquidity, so when they lack capital, they have to sell assets, causing prices to drop further
🔹 The liquidation stemmed from a stablecoin price error on a stablecoin exchange that should have maintained a $1 USD peg but dropped to $0.65, triggering automatic ADL mass liquidation
🔹 The liquidation spread to other exchanges, wiping out nearly 2 million accounts in just a few minutes, despi