A lot has shifted in the last 48 hours. Markets still feel noisy, sentiment is confused, and price action looks shaky… but the macro structure of this cycle is finally becoming clearer.
1️⃣ QT Has Officially Ended
On Dec 1, the Federal Reserve froze the balance sheet. QT is done.
This doesn’t pump liquidity overnight, but historically the 3–9 months after QT ends are where crypto begins its mid-cycle acceleration.
Sequence we’ve seen in past cycles:
• QT ends → liquidity tightening stops
• RRP + reserves stabilize
• Treasury markets calm
• Credit spreads ease
• Risk assets move last
We are now

$BTC is pumping to ~$91,000 resistance.
Bitcoin reclaimed the ~$87,750 resistance I posted is my analysis this morning, and is now pumping.
The confirmation is there, so the long retest is legit. Be careful if price already tested too high, then the retest is also after ltf reversals only.
The $91,000 resistance area is nice for shorts after confirmation. It's a very obvious level, price loves to sweep that and reverse after.
If we gain ~$92,000, BTC will probably do another attempt on gaining key ~$93,000 resistance.
Again, I'm looking for longs after the gain or shorts after the failure her

Alts are down nearly 50% in two months, and I won’t pretend it doesn’t hurt — because it does. Watching your portfolio bleed every single day messes with your mind in ways people don’t talk about enough. You start questioning your entry, your strategy, even your belief in the market itself.
Anyone claiming they feel nothing? They’re lying. This kind of drawdown humbles everyone.
But I’ve been here before. And this exact emotional pain… it shows up every single time right before a major altseason.
This is the pattern:
• Fear takes over
• People start quitting
• Bullish narratives flip bearish
•