The crypto world never has a dull moment. I’ll walk you through everything that happened this past week. Then, we’ll look at the state of the crypto and stock markets, zoom in on the corporate world, and step into the courtroom. Time for a quick look back and a look ahead.
Is “We never sell” a thing of the past for this billion-dollar company? #
Let’s talk about Strategy. For years, Michael Saylor has proclaimed, “We never sell Bitcoin.” Yet, his company is now backtracking slightly. The company has indicated that it might indeed sell bitcoin if necessary, for example, to pay dividends or repay debts.
This creates a potentially dangerous scenario. If the bitcoin price falls, Strategy’s stock performs poorly. If they then have to sell BTC to meet their obligations, the price could fall even further. This could lead to a negative spiral that could significantly impact the crypto market. Keep a close eye on this.
Housing Market Locked Down: How About Spain? #
I always like to cover a bit of macroeconomics, and the housing market is an important part of that. Rabobank expects home prices to rise by 4.8 percent next year and another 5.5 percent the year after.
That increase is larger than the growth of collective labor agreement (cao) wages. The conclusion? The market is locking up even further. It’s almost unbelievable.
My advice? Come on over to Spain. For the price of a terraced house in the Netherlands (half a million), you can get a detached house with a pool here.
News from the Courtroom #
Good news from the courtroom: Do Kwon, the man behind the $40 billion Terra (LUNA) crash, has been sentenced to 15 years in prison. Justice is finally served. There’s more news from the world of crypto and crime: Europol has dismantled a network that made €700 million through fake crypto websites and scam accounts on Instagram and YouTube.
I unfortunately see this too often with new clients. People are approached on Instagram or YouTube with promises of riches. Don’t fall for it. If you have to deposit money to withdraw your ‘winnings’, it’s 100 percent a scam.
Stocks, the Fed, and Crypto #
The indexes are in the red. The Nasdaq closed at its lowest point since November. Why is this important to us? Because bitcoin, despite hopes of a decoupling, often still falls when stocks drop significantly.
By decoupling, we mean that bitcoin breaks away from the stock market and charts its own course, instead of moving in the same direction. We’re not there yet, because technically, the Nasdaq looks weak, forming a new lower low.
The Federal Reserve has lowered interest rates by 0.25 percent, but Powell warns that there is no risk-free path. For 2026, only one rate cut is now expected. That’s much less dovish than the market had hoped. Dovish means that a central bank is accommodating and wants to stimulate the economy with lower rates and less stringent measures.
However, they have begun buying government bonds. Some call it liquidity management; I personally see it as a harbinger of ‘quantitative easing’ (money printing). That should be bullish in the long run. In other words: a positive sign for the crypto market.
Enormous Buying Pressure from the ‘Big Players’ #
Despite the price action, the big players keep stacking. The balance of public companies has grown to over 1 million bitcoin. Strategy bought another 10,000 BTC this week. And note: Brazil’s largest private bank is now advising investors to allocate 3 percent of their portfolio to bitcoin in 2026.
This is the trend for the coming years: banks and institutions are making big moves. We are also seeing enormous steps in tokenization (RWA). Banks are testing with Swift, and even the U.S. financial markets seem to be moving towards the blockchain. Ethereum remains the dominant player for infrastructure here.
Outlook: A Busy Week Ahead for Stock and Crypto Markets #
What awaits us in the coming week? It promises to be an explosive week. First, on Thursday, we’ll get the important CPI figures from the U.S.; inflation data that can move prices significantly.
Additionally, it’s an exciting time for the financial world: no fewer than nine central banks, including the ECB and the Bank of Japan, will announce their interest rate decisions.
What does this mean for you? Expect volatility. Although spot volumes on exchanges are currently low and the ‘average person’ (retail) seems to be absent, the institutional train continues to roll on relentlessly in the background.
Disclaimer: My videos are based solely on my personal experiences and knowledge. Always do your own research. My videos are NOT financial advice.