In partnership with

Good morning and welcome to the Hodl Report

Jerome finally blinked. After what felt like a never-ending standoff between the Fed and, well, the entire crypto market, rates were cut today—and you could practically hear the collective sigh of relief echo across Discord servers. We’ve been front-running this moment in our minds for months… now the real question is: was this the rocket fuel we’ve been waiting for, or just another head fake in macro disguise?

Also with the year winding down and Uncle Sam sharpening his pencil, I’ve been on a quiet mission: Operation Pay-Less-in-Taxes. One of the best weapons I’ve found is a newsletter called SillyMoney. It’s packed with smart, slightly offbeat ways to shrink your tax bill—and honestly, tax strategy is just as crucial to long-term returns as picking the next moonshot. If you haven’t done a year-end tax checkup yet, now’s the time. A little planning could be the difference between a 10% annual return and a 20% one.

Looking for unbiased, fact-based news? Join 1440 today.

Join over 4 million Americans who start their day with 1440 – your daily digest for unbiased, fact-centric news. From politics to sports, we cover it all by analyzing over 100 sources. Our concise, 5-minute read lands in your inbox each morning at no cost. Experience news without the noise; let 1440 help you make up your own mind. Sign up now and invite your friends and family to be part of the informed.

Editors Corner

🐦 Crypto Twitter Is a Sentiment Indicator, Not an Oracle

If you’ve spent any time on Crypto Twitter during this crash — and let’s be honest, you absolutely have — you’ve probably noticed something interesting:
CT has completely lost its mind.

Every influencer suddenly turned macro expert.
Every chartist discovered a new “final breakdown level.”
Every trader who was euphoric 10 days ago is now posting existential poetry about market structure.

And that’s exactly how CT works.
Crypto Twitter doesn’t predict the market. It reflects the mood of the moment.
It’s not a crystal ball. It’s a sentiment mirror.

When everyone’s euphoric, CT becomes a cult revival meeting.
When everyone’s terrified, CT becomes a doomsday bunker with WiFi.
Either way, it tells you how people feel, not what’s actually going to happen.

Right now, CT is screaming:
“It’s over.”
“Worse is coming.”
“Cash only.”
“See you in 2026.”

This is the same crowd that was shouting “ATH by Friday” just two weeks ago.
It’s cyclical emotional whiplash masquerading as insight.

The mistake investors make is confusing sentiment noise for market truth.
CT is excellent at telling you when fear is high — because everyone suddenly becomes verbose, philosophical, and allergic to holding anything but stables.
But historically?
The louder CT gets during a crash, the closer we usually are to opportunity, not apocalypse.

Smart investors use CT the same way meteorologists use wind direction:
It helps you understand the environment, not the destination.

If CT is euphoric, be cautious.
If CT is terrified, be curious.
If CT is quiet… something big is brewing.

Right now, CT is in full meltdown mode.
That tells you everything about sentiment — and very little about where the market will actually be three months from now.

So by all means, scroll, laugh, engage in the group therapy session.
But don’t confuse the timeline with a trading signal.
The market doesn’t care about tweets.
It cares about liquidity, flows, structure, and incentives.

Crypto Twitter is a vibe, not a forecast.
A thermometer, not a compass.

Treat it that way, and you’ll stop reacting to panic — and start recognizing opportunity hiding behind the noise.

When AI Outperforms the S&P 500 by 28.5%

Did you catch these stocks?

Robinhood is up over 220% year to date.
Seagate is up 198.25% year to date.
Palantir is up 139.17% this year.

AltIndex’s AI model rated every one of these stocks as a “buy” before it took off.

The kicker? They use alternative data like reddit comments, congress trades, and hiring data.

We’ve teamed up with AltIndex to give our readers free access to their app for a limited time.

The next top performer is already taking shape. Will you be looking at the right data?

Past performance does not guarantee future results. Investing involves risk including possible loss of principal.

Crypto Trivia: The Wormhole Exploit

The Wormhole Bridge, which connects Ethereum and Solana, was hacked in February 2022 when attackers minted wrapped ETH without collateral — basically printing money from thin air. What was the value of the stolen assets?

Login or Subscribe to participate

Today’s Report

Is SpaceX About to Launch Bitcoin Into the S&P 500?

🚨 Our Report
So it turns out the world’s “most‑anticipated IPO” might just come with a side of Bitcoin. SpaceX — whose valuation is being floated as high as $1.5 trillion — reportedly holds around $300 million worth of Bitcoin on its balance sheet. If its planned U.S. IPO goes through, that stash could bring crypto into the spotlight for some of the biggest institutional and public investors around. In short: BTC is no longer just fringe alt‑coin world material — it’s becoming part of mainstream corporate finance narratives.

🔓 Key Points

  • SpaceX reportedly owns roughly $300 million in Bitcoin, a nontrivial holding for a major private company.

  • The company is targeting a U.S. IPO by 2026, with a potential valuation around $1.5 trillion — making it arguably the largest private‑to‑public listing in history.

  • If that IPO happens, public investors will effectively gain indirect exposure to Bitcoin via their stake in a mega‑cap company.

  • This marks a shift: Bitcoin isn’t just a speculative or retail asset anymore — it’s creeping into corporate balance sheets (and possibly mainstream stock portfolios).

🔐 Relevance
This could be a watershed moment for crypto adoption. When a high‑profile entity of SpaceX’s scale puts BTC on its books, it normalizes crypto as a legitimate asset class for institutional investors. For retail and traditional investors who hop on once SpaceX goes public, they’ll get indirect Bitcoin exposure — possibly without even realising it. That kind of “stealth BTC allocation” could reframe how we think about risk, diversification, and corporate treasuries going forward.

From a narrative standpoint, this also strengthens the argument that Bitcoin isn’t just for fringe markets or “crypto natives.” When mainstream megacorps treat it like another asset — alongside cash, bonds, or stock — it slowly but surely pulls crypto into the core of traditional finance. For traders and allocators: this could mean less volatility (as big players tend to stabilize), but also more attention, regulatory scrutiny, and a new kind of legitimacy for Bitcoin.

Today’s Top News

HEADLINES

Market Trendline

PRICE ACTION

The crypto market is holding its breath — but it's doing so with posture. Bitcoin has quietly clawed back to the $92–94K range after dipping below $90K earlier in the week. Selling pressure has cooled, with exchange inflows down nearly 76% from November peaks. Meanwhile, Ethereum is flexing: ETH surged past $3,300, up around 6–7% in the last 24 hours, buoyed by a reported $3B whale accumulation spree.

Market-wide, volatility has eased. BTC dominance is steady around 56%, ETH near 13%, and overall volumes have dipped — not out of disinterest, but anticipation. Everyone’s watching the Fed.

Notable movers:

Ethereum (ETH): Strong session as ETH led majors, reclaiming the $3,300 level on the back of large-scale buys. The move signals a potential sentiment shift — or at least, a temporary pivot toward ETH while BTC consolidates.

Bitcoin (BTC): Climbing off the mat with low inflows and a halt in large-seller activity. $93.3K is the technical inflection point; clear that, and $100K isn't just hopium anymore.

Macro backdrop looms large. The Federal Reserve’s next move is imminent, and if rate guidance softens, crypto could catch a bid. The recent calm might be the market squatting before a jump — or bracing for impact.

Bottom Line:
Bitcoin stabilized, Ethereum stole the spotlight. Markets are in wait-and-see mode ahead of the Fed. If dovish signals emerge, ETH looks best positioned for the next leg up. If not, expect choppy waters. The next 48 hours could reset the board.

Today’s Top Meme

MEME GOD

Today’s Top Tweet

TWITTER NEVER SLEEPS

How'd I do this week?

Don't be shy! Give me some feedback. Let me know what you think below or shoot me an email with any suggestions

Login or Subscribe to participate

You made it to the bottom, congrats! I really appreciate you reading. If you enjoyed today’s content please share it with a friend and if you aren’t already subscribed please do!

DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.

Reply

Avatar

or to participate