November Panic? History Suggests Otherwise

Exactly one year ago, Bitcoin plummeted from $71K to $66K and the market was literally on fire in panic. The consensus: “It's over”. But 45 days later, BTC rose 60% to $108K. Ethereum? +75%. Altcoins? Between 5x and 10x.

Now we are in November again. Red prices, weak sentiment. But the fundamental data paints a different picture:

What the Macro Says

• Fed will cut rates in December — incoming liquidity
• QT ends on December 1 — end of money drain
• QE is back (the Fed is buying assets again)
• U.S.–China trade deal closed — end of geopolitical uncertainty
• Gold hits highs — money seeks where to rotate
• S&P 500 at historic highs — appetite for risk exists

The Pattern

Each cycle has its phase of “noisy capitulation” where the weak leave. It is when fear overcomes reason and volatility creates the best opportunities. The data does not lie — the monetary machine is reignited.

The next 45 days could rewrite the semester. The question is: which side will you be on?