Trades
BESOMEBODYFX
CRYPTO GLOBAL MACRO Q4 2025
AGAIN, SIMPLY BULLISH…
At the start of every quarter we do a deep dive into our views for crypto.
Sometimes it’s a real deep dive (long and detailed post)
Sometimes it’s a quick and straightforward update.
The previous one was a quick and straight update.
This will be an even more quick and straightforward one.
Why?
Because all you need to know, is this:
The Federal Reserve next month will cut with CPI at 3%
— BeSomebodyFX (@BeSomebodyFX) August 22, 2025
When a central bank cuts into upside inflation risks, here’s what happens:
1. Domestic currency devalues
2. Debasement trades pump (Bitcoin and GOLD)
It's (again) the Dollar debasement trade
The entire trade is about liquidity and Dollar debasement.
Bitcoin was basically built for this environment:
- The FED is cutting rates with CPI still at 3%.
- GOLD is rocketing.
- Bitcoin will follow.
The Dollar will facilitate that.
And… this is the PERFECT seasonal timing to do so.
Here’s how Bitcoin performs historically in October and November:
Simple, right?
Yes, no need to overcomplicate it right now.
We are long and bullish with the Private Network.
Target sitting near 150k at least.
The macro trend is up, don’t fight it.
Not much else to add…
Quick, simple, and…
Straightforward 😉
WITH THAT SAID…
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