Crytofuturo

#BREAKING The dollar is not dying; it is transforming to survive. While gold hits record highs, today Tether and the U.S. Government have just changed the rules of money forever with the launch of USA₮.

It's not just another stablecoin; it's a federally regulated digital infrastructure in the U.S. under the new framework of the GENIUS Act.

Key points from today's announcement:
🏦 Issuer: Anchorage Digital Bank (the first bank with a federal license for this purpose).
⚖️ Compliance: 1:1 backing, continuous oversight, and banking standards for risk management.
🔍 Transparency: Cantor Fitzgerald acts as custodian and primary dealer, ensuring full visibility of reserves from day 1.

Strategic difference:
While USD₮ remains the global tool, USA₮ is designed for U.S. institutions and its payment system. It is not legal tender but operates within the regulatory perimeter of the U.S.

Why is it a milestone for the monetary system? 🌐
We are facing "digital dollarization" as a defensive weapon. The GENIUS Act allows stablecoins to absorb the debt that other countries no longer want. Being backed by Treasury bonds, each USA₮ issued helps finance the U.S. deficit. It is the State using private entities to maintain the dominance of the dollar against global dedollarization.

The direct impact in Mexico 🇲🇽🇺🇸
This move touches the most sensitive fiber of the country: remittances.
1. The tax factor: With the new 1% tax on physical remittances/checks effective from January 1, 2026, in the U.S., a regulated digital infrastructure like USA₮ is the legal and efficient escape route.
2. Inclusion: Offers the 39 million Mexicans in the U.S. an alternative 90% cheaper than the traditional system.
3. Refuge: Facilitates access for savers in Mexico to a "dollar with federal seal" without going through physical windows.

THE DOLLAR ACCELERATES ITS FALL AFTER TRUMP'S STATEMENTS AND SILVER AND GOLD SOAR

💥TRUMP: I am not worried about the FALL of the DOLLAR. I think it is simply heading towards ITS FAIR VALUE

🗣"Japan and China HAVE ALWAYS DEVALUED their currency. Why don't we? I don't think the dollar has fallen TOO MUCH YET"

👉Basically, it seems that Trump's policy is to DEVALUE THE DOLLAR

Why would Trump want a DEVALUED dollar⁉️

🚢1. The engine of Exports ("Made in USA")
▫️If the dollar is too strong, American products (from an iPhone to soybeans) are expensive for the rest of the world
▫️By devaluing the dollar, U.S. products become "cheap" for foreigners
▫️This boosts local factories, reduces the trade deficit, and creates industrial jobs, a central promise of his economic agenda

⚔️2. The weapon against China and Japan
▫️Trump argues that other countries have kept their currencies artificially low for decades to flood the U.S. with cheap products
▫️His logic is: "If they play to devalue to gain market share, we will do the same to defend ourselves"

💰3. Liquidate the Gigantic Debt
▫️The U.S. has a debt exceeding $38 TRILLION. If you devalue the currency in which you owe that money, technically the debt is "easier" to pay (or at least its real value is liquidated)
▫️It is a subtle way for the State to pass the bill for its excesses to the rest of the dollar holders in the world

🤯Experts claim that, in light of this, a CURRENCY WAR may be looming in which China, the U.S., and other powers COMPETE to DEVALUE their currencies to be competitive

🔥BRUTAL🔥

#BITCOIN HAS NEVER TRADED BELOW ITS PRODUCTION COST FOR A LONG TIME

🧱Today that cost is at $80,000, and historically it has acted as a structural FLOOR for the price

🔹What does this mean⁉️ The chart says it all...

▪️The production cost measures how much it costs to mine 1 BTC (energy + hardware + difficulty)
▪️When the price approaches this level, selling pressure from miners slows down
▪️If BTC drops too far below, the network adjusts, hash rate decreases… and the market finds support

📉In 2015, 2018, 2020, and 2022, it touched that level before a major rebound

📍We are close again. Could this be another opportunity before the next rally?

🔥ATTENTION🔥

JANUARY 1, 2026: A NEW ERA BEGINS IN THE GLOBAL FINANCIAL SYSTEM

📜In July 2024, the BIS (the central bank of central banks) announced a structural change: the new global framework for #CRYPTOCURRENCIES and BANKS

👉Effective today...

What does this change imply⁉️

▪️From now on, all banks worldwide must:
– Publicly disclose their exposure to #crypto
– Maintain capital reserves against risk
– Differentiate between permitted and non-permitted assets

✅ This legitimizes the sector. By establishing clear rules, the BIS is acknowledging that cryptocurrencies are now a permanent part of the global financial system
✅ It also provides security for DEPOSITORS. The goal is that if a bank decides to invest in #Bitcoin, it does so with its own funds and not at the expense of people's savings
✅ Only regulated stablecoins fully backed 100% will be eligible for regulatory benefits

📍This is not a paper. Not a draft. Not a proposal. It is a NEW REGULATORY FRAMEWORK from one of the WORLD'S MOST POWERFUL institutions
📍It marks the launch of a new global regulatory architecture. And it all starts TODAY.
📍2026 will mark the beginning of a new financial order for digital assets.

🚨ATTENTION🚨

THE 4-YEAR FRACTAL PREDICTS WHEN THE NEXT MAJOR FLOOR OF #BITCOIN WILL BE (IF THE CYCLE DOES NOT BREAK)

📉According to the cyclical analysis by Alphfractal, the FLOOR of $BTC could be reached on October 4, 2026

Why that date and what price does it point to⁉️

▪️Bitcoin has had a "fractal symmetry" of 4-year cycles since 2013
▪️Each cycle has similar phases: accumulation, expansion, distribution, and capitulation
▪️And the current pattern suggests that the next major buying opportunity would be between October 6 and October 16, 2026
▪️The CEO of Alphfractal states that if history repeats itself, the drop would be to the zone of $41,500 to $45,000

🧠 Important: This is NOT an exact prediction, but rather a historical pattern that Bitcoin has followed closely

Will Bitcoin return to respect its pattern⁉️
Will this be the cycle that breaks the pattern⁉️

🔥LAST🔥

THIS DATA FAVORS THAT A DISMANTLING OF THE YEN CARRY TRADE DOES NOT OCCUR

🎯Core CPI INFLATION in Japan FELL more than expected, going from 2.8% to 2.3% while a 2.5% was anticipated

Why would this be positive as it reduces the chances of an aggressive dismantling of the YEN CARRY TRADE⁉️

🔸This morning, the BoJ president stated that rising inflation would justify more RATE HIKES
🔸That inflation has DROPPED reduces the urgency for another short-term rate hike
🔸The next hike is expected only for June/July

-Let's remember, why would a rate hike be NEGATIVE for financial markets⁉️

▫️Because Japan lent more than $20 TRILLION to the world at a 0% rate
▫️That money was used in the famous Carry Trade: taking debt in yen and buying more profitable assets like stocks, bonds, and crypto
▫️But if rates rise in Japan, the Yen rises and the loan becomes more expensive
▫️Result: investors are forced to sell their assets (including #Bitcoin and #crypto) to close positions or cover losses,

📍This massive selling would create a domino effect in ALL global markets
📍Therefore, a FALL in inflation reduces the risk that Japan RAISING the rate in a more aggressive manner than expected

🔥 UPDATE: BNB Chain leads all L1s by daily active users in 2025 with an average of 4.32 million per day, followed by Solana, Near, Tron, and Aptos, according to CryptoRank.

⚠️ATTENTION⚠️

THIS FRIDAY $23.600 MILLION IN #BITCOIN OPTIONS EXPIRE

📅 December 26 could be a KEY DAY for the #crypto market

What if I tell you that this is the LARGEST year-end EXPIRATION in the history of $BTC⁉️

🔹 December 2021: $6.000M
🔹 December 2022: $2.400M
🔹 December 2023: $11.000M
🔹 December 2024: $19.800M
🔹 December 2025: $23.600M

This is no longer a market dominated by retail… We are seeing how INSTITUTIONAL RISK is being revalued IN REAL TIME

Why does it matter so much⁉️

▪️ Options are LEVERAGED BETS on the price, which give you the option, but not the obligation, to execute a buy or sell of an asset
▪️ CALLS: bet that BTC will rise
▪️ PUTS: bet that BTC will fall

👉 When options expire, two very different things can happen:

If they end up out of the money ("out of the money", that is, without value), nothing happens
▪️ Example: if someone had a call option at $100K and Bitcoin closes at $95K, that option is worthless
▪️ The market does NOT need to do anything. Simply that option "dies"

But if the price is close to the levels of those options, traders can execute the buy or sell
▪️ This generates real money flows that push the price up or down
▪️ Example: if someone had a call option at $100K and Bitcoin closes at $110K, that option is valid, and allows the trader to BUY BTC at $100K despite it trading at $110K

Why could this Friday be so explosive⁉️
🔸 Dealers are heavily hedged at levels like $85K, $96K, and $100K
🔸 On Friday, when $23.600M in options expire, those hedges become unnecessary
🔸 Then they can start closing those hedges: if they were buying BTC as a hedge, now they sell; if they were selling, now they buy

💥 That adjustment is what generates SHARP MOVEMENTS AFTER the expiration
📍That's why many operators don't just look at what happens before the expiration

🔥BRUTAL🔥

🧨Trump Media PURCHASED 451 $BTC valued at +$40M

Do you think the PRESIDENT of the U.S. knows something we don't, and that's why his company buys #Bitcoin⁉️

80% of Aster Repurchase Starting Tomorrow

🔥BRUTAL🔥

SAM ALTMAN, FOUNDER OF OPENAI BULLISH ON BTC:

"I am excited about Bitcoin"

"This idea that we have a global currency that escapes the control of any government is a highly logical and important step" 🥳🔥

🔥INCREDIBLE🔥

🧨Banks Citi and JPMorgan published short-term BULLISH scenarios for #Bitcoin

-Citi's base target for 12 months is $143,000
-JPMorgan projects approximately $170,000 in a period of 6 to 12 months

🚀Both stated that the market structure and institutional positioning indicate significant bullish potential.

🔥IMPORTANT🔥

IS THE MARKET MIGRATING FASTER THAN EXPECTED TOWARDS BLOCKCHAIN⁉️

👀This is a HUGE STRUCTURAL CHANGE and reflects why we are experiencing a TRANSFORMATION of financial markets

👉For years, the best LIQUIDITY lived outside of blockchain, in centralized exchanges like Binance and Coinbase
👉But something is changing: DEXs are becoming more COST-EFFICIENT in execution

WHAT HAPPENS WHEN DEXs OUTPERFORM CEXs⁉️

🔸A $1M trade of $SOL on the DEX Jupiter of #Solana today moves the price only 5 basis points
🔸On Coinbase, that same trade moves 12 basis points, more than double (you get a worse rate)

📍Institutional-level execution is starting to MOVE ON-CHAIN, and that could accelerate the growth of DEXs and forever change the structure of financial markets
📍It’s no wonder Larry Fink claims that ALL assets will be TOKENIZED

Source: @KobeissiLetter

🔥ATENTO🔥

THE LAST 5 TIMES THAT THE RSI OF BITCOIN REACHED THE MINIMUM POINT, #BITCOIN INCREASED BY 100%

DO YOU THINK WE HAVE ALREADY SEEN THE BOTTOM OF THIS CORRECTION? 🤔

🔥BRUTAL🔥

END OF QT + LATERALIZATION ON SUPPORT = REPEAT OF 2021 FOR ALTCOINS?

💡The crypto market chart (EXCLUDING $BTC and $ETH) shows a pattern we've seen before👇

Are we on the brink of an ALTCOIN EXPLOSION⁉️

🔸The last time the market capitalization of ALTCOINS lateralized on its most important support
🔸And it coincided with the END of QT from the FED…
🔸What followed was a HISTORIC ALTCOIN SEASON
🔸The last time: 2020–2021, the market multiplied

👉Today we see SIMILAR signals again:

▪️Intact historical support
▪️End of QT + start of T-Bills purchases by the FED
▪️Additionally, Wall Street is entering via ETFs

📍If history rhymes… we could be VERY close to another moment like this in 2026

Chart: @AshCrypto

Large Bitcoin whales are estimated to have acquired approximately US$4.600 billion in BTC in a single week, even as the price slid toward the mid-$80,000 range. This suggests that large capital has stepped forward just as many small investors opted for withdrawal.

Data from Glassnode indicates that these whales acquired nearly 54,000 BTC in a week, marking the fastest weekly buying pace since 2012. A crucial detail is that the purchases occurred while the price of Bitcoin was falling, not after a rebound.

🔥IMPORTANT🔥

TODAY #BITCOIN DID NOT PLUNGE FOR THIS REASON

🇯🇵 The Bank of Japan raised the rate to 0.75%, the highest level since 1995. But unlike other times... this time $BTC did not fall.

💥Let’s remember what happened before:
🔻March 2024: End of negative rates ➡️ BTC -23%
🔻July 2024: Surprise increase ➡️ BTC -25%
🔻January 2025: New increase ➡️ BTC -30%

👉But now... Bitcoin remained STRONG and even saw increases. Why?

🔹The increase was already anticipated by the market (98% probability and 50/50 Bloomberg analysts following this issue commented that they would raise the rate)
🔹The yen remained weak, NOT EVEN THE RATE INCREASE WAS ABLE TO STRENGTHEN IT...
🔹This is KEY to prevent the yen carry trade from collapsing (increased cost of borrowing that would force asset sales)
🔹This is because Governor Ueda of the BoJ had a more flexible tone. “We are in no hurry to raise the rate,” he stated.

What did he exactly comment⁉️

🗣"The pace at which we adjust our monetary support will depend on economic, price, and financial developments at that time."
🗣"The pace of future rate increases will depend on the data and economic developments at that time."
🗣"We will make an appropriate decision to not fall behind on inflation and achieve a soft landing towards our inflation target."
🗣"All I can say is that our future policy decision will depend on the information available at that time."

WHAT DOES ALL THIS IMPLY⁉️

📍The “carry trade panic” could be losing strength
📍In fact, now most forecasts expect the next rate increase by the BoJ between April and October
📍And as if that weren't enough, some economists (like Oxford Economics and several at Reuters) expect it to be THE LAST RATE INCREASE by the BoJ

⚠️ATTENTION⚠️

TOMORROW EXPIRES THE LARGEST AMOUNT OF OPTIONS IN HISTORY WILL IT AFFECT #BITCOIN⁉️

💥Japan's rate decision + PCE inflation + the largest options expiration in history = GUARANTEED VOLATILITY

🧨On December 19th, the famous “QUAD WITCHING” occurs (ONLY HAPPENS 4 TIMES A YEAR):

What is this and what happened previously?

👉The "QUAD WITCHING" is when 4 types of derivative contracts expire simultaneously, generating a WAVE of orders in the financial markets.
-Options on individual stocks
-Options on stock indices
-Futures on stock indices
-Futures on individual stocks

Why does it matter⁉️

🔹It is estimated that tomorrow's expiration involves $7.1 TRILLION in derivatives
▫️$5.0T in SP500 options
▫️$880B in individual stock options
🔹This event occurs 4 times a year: March, June, September, and December
🔹It usually amplifies volatility in stocks, indices... and also in #BTC

🧠Why does this AMPLIFY volatility?

▫️Institutional traders must close, roll (sell the expired contract and buy a new one for the next quarter) or hedge positions en masse
▫️This generates a tsunami of orders, especially in the last hour of the market (“witching hour”)
▫️On average, the SP500 tends to close in red on these days, and $BTC is not left out

📉Look at this KEY pattern in the $BTC chart:
▪️March 2025: -16.6% after the quad witching
▪️June 2025: -8.5%
▪️September 2025: -7.9%
👉Each expiration marked strong immediate drops, although BTC recovered afterward

📍Tomorrow, December 19th, this pattern may activate… and it adds the decision of Japan and the PCE inflation data

🔥ATTENTION🔥

BEYOND THE FEAR OF JAPAN, THERE IS A PATTERN WE MUST NOT IGNORE

🩸Everyone is talking about the Bank of Japan's interest rate hike TOMORROW as a risk for #Bitcoin

📉And it may be in the short term... BUT PAY ATTENTION TO WHAT HAPPENS NEXT👇

🔹 July 31, 2024: BoJ raises the rate to 0.25%
▪️ $BTC falls 26% in 8 days
▪️But then... new ATH!

🔹 January 24, 2025: BoJ raises the rate to 0.50%
▪️ $BTC falls 25% in 20 days
▪️And again… new ATH!

🔹 Tomorrow it is expected that they will raise the rate to 0.75%
▪️Will the pattern repeat?

📍The last 2 DROPS caused by the BoJ were followed by a BRUTAL rebound and a NEW HISTORICAL HIGH.

Chart: @BullTheoryio