Capitulation Signals Strengthen as Fed Shows Openness to Easing and SOL Gains a Potential Supply-Side Tailwind

Discussed in today's video:

Record IBIT and Hyperliquid Volumes: A combination of (1) BTC’s sharp overnight drop and constructive rebound, (2) all-time-high IBIT volumes, and (3) record BTC-denominated volume on Hyperliquid collectively points to sellers being absorbed and a potential capitulatory backdrop forming. Policy Easing Signals: Fed President John Williams signaled openness to further rate cuts, and both Fed Funds Futures and Polymarket repriced December cut odds to >50%, helping ease recent concerns that the Fed might be making a policy error. Equity Market ...