Ran says crypto isn't reacting to good news because we’re deep in a correction. Despite bullish headlines - rate cuts, QT ending, and strong earnings - markets are still falling. Why? Because bottoming is a process. Ran explains that this is all part of the cycle and a setup for one final push.
Ran’s Outlook – Key Points
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FOMC was actually bullish - We got a 25 bps rate cut and confirmation QT ends by December. But Powell’s comments about stagflation and uncertain rate cuts spooked markets.
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Powell vs. Trump - Ran believes Powell is pressuring Trump to reopen the government, saying he can't cut rates without economic data. The shutdown is starting to affect the markets.
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Market isn’t reacting to news - Even with positive developments (Trump-Xi meeting, rate cut, strong earnings), Bitcoin keeps dropping. Ran says this proves markets don’t follow fundamentals in corrections.
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We’re in a shakeout - The market is trying to convince everyone the bull run is over. Only after that will the next big move begin.
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Bottoming is a slow process - Like in 2017 and 2021, corrections feel endless before massive upside. Ran expects BTC to touch 95K-98K and altcoins to find strong support.
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Final run coming - Once everyone gives up, crypto will surprise with a strong rally, especially into 2026.
Final Takeaway
Ran says don't let headlines distract you. The Fed meeting wasn’t bearish - we’re just in a correction that needs time to play out. Once sentiment bottoms out, the next big leg up will catch most investors off guard.
