My Thoughts on Today’s FOMC Meeting

The Fed meeting is today, and the expectation is a 25bps rate cut. But honestly, the real action is going to be in Powell’s speech afterward—and even more importantly, how the market reacts to it.

Looking ahead to 2025, the Fed will probably slow things down with rate changes. Why? The economy’s flashing some warning signs: unemployment is creeping up, and inflation is still too high (and probably worse than they admit).

For now, I think the market could have a short-term bounce, even if Powell comes off dovish. The recent dip likely baked in these expectations, so this could end up being a classic "sell the rumor, buy the news" situation, even if the news isn't great.

I remain bullish short-term on the AI narrative, with many solid setups presenting opportunities. On the other hand, memecoins and many altcoins likely have already hit their local tops.

As always, the best play is to stay flexible and adjust as things develop. Let’s see how this plays out!

Expecting a strong bounce from here.

$ENA is showing incredible strength here.

GM!

The next few days should be bullish for altcoins.

$ETH view

Currently consolidating between two key levels.

If it can flip the $4,000 resistance, it could go to the ATH. This is a likely scenario in my opinion.

I'm buying the panic. This is part of the dip I was waiting for to deploy more capital on the way down.

Currently 30% exposed to the market, mostly $ENA (avg. entry price $0.98) and $AIOZ (avg. entry price $1.00), but also a few other strong AI low caps that I'll share soon.

Time will tell.

This was the time to sell, when everyone was euphoric.

Now is the time to buy, when everyone is panicking.

Needless to say, buys should be spot. Avoid leverage.

#TOTAL2 - Htf view

Major htf support here.

Very decent bounces so far. The market should keep going up over the next few days.

Enjoy the weekend!

I believe the next bullish wave will primarily favor altcoins. Many ALTS/BTC charts are looking bullish.

Most L1s, AI, RWA, and DeFi tokens could reach new swing highs. Coins like XRP and ETH might even hit new ATHs.

However, I’m not as bullish on Bitcoin. While it might reach a new high and touch $110k, altcoins would outperform as mentioned before. And I’m even less bullish on memecoins. The vast majority have already hit local tops, and although they might bounce in the coming days, I don’t think they’ll break their previous highs.

I'll share some more strong setups this week.

$ALGO

Clean htf setup.

$AXS

Another strong htf setup. I've been adding some exposure to the gaming narrative as well.

The first target would be the range high ($11-13). If it manages to break cleanly above that level, we could then look toward the second target. However, it's important to take it step by step.

I’ve spent the past few days analyzing everything in detail. With my targets and invalidation levels set, I’ve positioned myself accordingly.

Here’s how my current portfolio looks:

-15% ENA
-10% AIOZ
-10% AI low caps
-10% L1s
-5% Gaming

The remaining 50% is still held in stablecoins.

Now it’s time to set alerts, step back, and let the market take its course over the next few days.

Wishing you all a very Merry Christmas. Take some time to disconnect, relax, and enjoy the holidays!

Phanomenal performance of $PHA, which could be a leading indicator of what's next in the AI narrative.

I've increased my low-cap AI exposure, adding $PHB (same setup as in September: https://news.1rj.ru/str/CryptoCapoTG/878), $DATA, and a few others.

Lots of interesting charts. AI season incoming imo.

GM!

New week, almost a new year. Let’s finish strong and get ready for what’s next.

$ETH / BTC

Basically, this pair has been holding at the same key high time frame (HTF) support level for weeks. It appears to be forming a local bottom, which could indicate a potential reversal.

If it manages to break above 0.041, that could be a very bullish sign for ETH and also for altcoins.

#ALTCOINS

Bullish.