NewsSignalsAI
NewsSignalsAI analysis·Stocktwits·

Jordi Visser Sees December Fed Decision As Bitcoin’s Next Catalyst, Questions Wall Street’s Nvidia Downgrades

Grade Abullish AI signal$BTC$NVDA
Jordi Visser sees the Fed’s December rate decision as a potential catalyst for Bitcoin’s next rally, arguing that a smaller rate hike could improve liquidity conditions and reverse recent weakness. Visser highlighted the sharp rise in two-year Treasury yields and said inflation fears remain central to Bitcoin’s direction, while questioning Nvidia analyst downgrades that came without lower earnings forecasts. A December rate increase smaller than 50 basis points could boost BTC, while continued tightening and AI-related market liquidations may prolong crypto market pressure.

Bullish strength: 65/100

  • A December rate increase smaller than 50 basis points could improve liquidity conditions and trigger a Bitcoin rally.
  • Visser expects Nvidia earnings growth to hold despite Wall Street price-target reductions.
  • Brent crude returning to its March price and inflation swaps reaching yearly lows could ease inflation concerns.

Bearish strength: 35/100

  • Visser expects at least two additional Fed rate hikes.
  • The sharp rise in two-year Treasury yields has contributed to Bitcoin weakness.
  • AI-related liquidations and margin calls may continue pressuring crypto markets.
  • Bitcoin fell more than 3% over the past 24 hours.

This is automated NewsSignalsAI analysis of third-party reporting, not independent original reporting or investment advice. AI scores are not price predictions.

Read the original source ↗

← Browse more news analysis

Trade on MEXC

More recent source-attributed AI analysis in crypto.

Arthur Hayes Says Fed Rate Hikes Will Prompt Wealthy Investors To Buy More Bitcoin, Real Estate, Watches And Wine

Arthur Hayes argues that Federal Reserve rate hikes could increase liquidity rather than drain it, giving wealthy investors more money to buy Bitcoin, real estate, watches and wine. He estimates every 25-basis-point hike generates approximately $25 billion in additional annual liquidity through higher interest payments to banks and Treasury bill holders, while Bitcoin recently fell to $62,100. If Hayes's liquidity thesis holds, further Fed rate hikes could boost demand for Bitcoin and other hard assets despite tighter monetary policy.

Tom Lee Says Retail Investors May Be Cashing Out Ahead Of Anthropic’s Nasdaq Debut

Tom Lee says retail investors may be selling crypto to raise cash for Anthropic’s upcoming Nasdaq IPO, potentially adding to pressure on digital assets. Lee also cited AI and chip-stock weakness, Nvidia-led selling and margin calls among retail traders in Asia as possible drivers of crypto's recent slump. The IPO-related selling could intensify short-term pressure on ETH and other crypto assets, although Lee maintains that Ethereum remains positioned for a long-term supercycle.

Bitcoin Faces Final Capitulation Risk: Could $40,000 Be Next?

Bitcoin has fallen below $70,000, while analyst Benjamin Cowen warns that a final capitulation may still occur. His scenario suggests a possible 30% decline to $40,000, with a potential market bottom in December or January. The source provides no additional information about ETH or XRP, trading volume, capital flows, liquidations, or other market indicators.

Trader Liquidated Seven Times in 10 Hours for $16.47M in BTC and ETH

Trader 0xc05b was liquidated seven times over the past 10 hours, according to Lookonchain monitoring cited by PANews. The liquidations involved 172 BTC valued at $11.03 million and 2,984 ETH valued at $5.44 million, for a combined $16.47 million. The event highlights the exposure of high-leverage BTC and ETH positions to rapid volatility. A single account does not establish a broader market trend, but further liquidations and deleveraging data are the key signals to monitor.

Browse more historical news from November 2026 →