Evening Brief: The Fed, New Rules, Big Buyers — and Why Bitcoin’s Setup Looks Dangerous (In a Good Way)
Let’s talk about why Bitcoin feels boring right now…and why that usually means something big is loading.
Good morning ☕ Folks, Bitcoin continues to do Bitcoin things. Price moves up and then back down, up and down, up and down, sideways is the game right now. Stuck between $80K - $90K and until either breaks, just keep stacking sats. If it breaks below $80K leverage the house; just kidding! THIS IS NOT FINANCIAL ADVICE. If it pops above $90K prepare for ATHs.
🧃 TL;DR (save this part)
Fed adds liquidity
Rules are finally getting clear
Banks open crypto access
Big buyers keep stacking
Supply keeps shrinking
Bitcoin usually reacts later… and violently
The stage is being set.
The crowd just doesn’t see it yet.
📌 Quote of the Day
“The arc of the financial universe is long — and it bends toward Bitcoin.”
(Yeah… that one’s mine.)
🖨️ First: Is the Fed “printing money” again?
Short answer: yeah, kinda.
Long answer (still simple):
The Fed adds digital dollars
More dollars = money is less scarce
Less scarce money slowly loses power
No basement printer.
No red button.
Just spreadsheets and vibes.
This happens every time things get tight.
And every time, Bitcoin quietly says:
“This is literally why I exist.”
📜 Big Deal #1: The CLARITY Act is coming
This one matters. A lot.
The CLARITY Act is basically:
👉 “Here are the rules for crypto. Everyone agree and move on.”
Why that’s huge:
Less confusion
Less regulator fighting
More confidence for big money
Markets hate uncertainty.
They LOVE rules.
Clear rules = more capital entering the space.
🏦 Big Deal #2: Banks can now offer crypto
This is one of the most underrated changes happening right now.
Banks are now allowed to:
Let people buy crypto
Sell crypto
Trade crypto
Hold crypto for customers
Translation:
Bitcoin just moved from “weird internet thing”
to something your bank can offer next to checking accounts.
Bitcoin didn’t change.
Access changed.
That’s how adoption actually happens.
🐳 Big Deal #3: The buyers won’t stop buying
While Twitter argues, the adults are stacking.
Strategy keeps buying
XXI keeps buying
Metaplanet keeps buying
ETFs keep absorbing supply
These aren’t day traders.
They’re not flipping.
They’re removing Bitcoin from circulation.
Reminder:
👉 Bitcoin has a fixed supply.
That’s a problem… for sellers.
😴 “But price still looks sleepy…”
Correct.
And this is always the part people hate.
This is the phase where:
Price chops sideways
Headlines scream “bear flag”
Everyone gets bored
Weak hands exit
Then one random day:
💥 Bitcoin explodes upward
No warning.
No apology.
Bitcoin does not move slowly once it decides to move.
📈 Why 2026 could surprise a LOT of people
Let’s stack the facts:
Fed adding liquidity
CLARITY Act removing fog
Banks onboarding users
Corporates holding Bitcoin
ETFs draining supply
Bitcoin issuance tightening over time
That’s not hype.
That’s structure.
I genuinely believe:
👉 Odds favor Bitcoin being higher next year than lower
Not straight up.
Not without dips.
But directionally?
📍 Up and to the right over time
🧠 Reminder: This is why the long game matters
This is why I keep saying:
Stack slowly
Stay patient
Don’t chase headlines
Don’t panic on boredom
Bitcoin rewards people who:
✔️ show up early
✔️ stay consistent
✔️ ignore the noise
The boring phase always comes first.
❓ Question of the Day
If Bitcoin is still here after everything it’s survived —
what makes you think it won’t be here after this cycle?