The Fed will have to print money soon – and Bitcoin is the lifeboat.
🔥 Ivan’s Core Outlook:
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U.S. Bond Market = Crisis Mode
Bond yields keep rising because nobody wants to buy U.S. debt. That means higher borrowing costs for the government, and it becomes a vicious cycle. Ivan sees this as a full-blown emergency. -
Trump Will Push the Fed to Print
Trump is actively trying to bring the Fed under his control (hint: fire Powell) to restart bond-buying and cut rates fast. Ivan believes it’s inevitable that the Fed will soon step in with QE to calm bond markets and lower yields. -
Why That’s Bullish for Bitcoin
More printing = more liquidity = stronger Bitcoin.
Ivan: “This is the exact moment where you want to hold Bitcoin, not fiat. If the Fed loses independence, BTC goes vertical.”
🧠 Macro Narrative Shift:
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Powell Has No Excuse Left
Inflation just dropped to 2.4%, below expectations. Ivan says this removes Powell’s last argument against rate cuts or easing. -
Markets Are Front-Running Action
Despite chaos in stocks and treasuries, Bitcoin is holding up and futures are green. Ivan thinks the market knows the Fed and Trump will intervene, which could unleash the next crypto wave. -
The U.S. Dollar’s Confidence Crisis
When treasuries are no longer safe, global capital flows elsewhere. Gold is ripping, and Bitcoin is next. Ivan draws a straight line: “If treasuries collapse, so do traditional finance models. Bitcoin becomes the alternative.”
⚡ Key Levels & Technicals:
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BTC holding 50-week moving average around $81K
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Needs to break $90K to confirm new bullish momentum
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Double bottom forming on 4H chart with a target of $86K
🚨 Headlines That Matter (According to Ivan):
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Trump may fire Powell by using recent Supreme Court precedent
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Inflation down to 2.4% — “No excuse not to cut now”
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Robert Bessant (Trump’s key economic advisor) is reportedly prepping coordinated action with the Fed
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SEC regime is changing: crypto bills are passing, DeFi taxation rules are being rolled back
🧩 Bigger Picture:
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Institutional Adoption Is Only Just Beginning
Ivan points to the generational shift in government and leadership (young crypto-native advisors now influencing U.S. policy) as the real start of Bitcoin going mainstream. -
Crypto Regulation Momentum Is Building
First pro-crypto legislation passed; new SEC chair confirmed; stablecoin rules incoming. Ivan sees this as the early stages of “regulatory clarity = bullish breakout.”
Final Take:
Ivan believes we’re on the cusp of a historic moment for Bitcoin — not just because of the chart or the halving, but because the global financial system is starting to fracture. Between bond market stress, institutional demand, and regulatory tailwinds, Bitcoin is Ivan’s ultimate play for the months ahead.