JOJO Exchange

**Bitcoin's Q4 2024 disappoints** despite historical trends showing the fourth quarter as typically the strongest period for the cryptocurrency. - This quarter marks Bitcoin's **2nd weakest Q4 performance** on record - The underperformance contrasts sharply with Q4's reputation as Bitcoin's best quarter historically - Previous data shows Q4 typically delivers strong gains for BTC The weak showing raises questions about Bitcoin's seasonal patterns and whether traditional Q4 strength is becoming less reliable. Market participants are watching closely as the quarter concludes.

**Bitcoin ETFs recovered** after November's $4.35B outflows, flipping back to positive territory. **Fed policy shift incoming**: Quantitative tightening officially ends December 1st after two years of liquidity drainage. Powell speaks the same day with 87% odds of rate cuts priced in. **BlackRock milestone**: Bitcoin now generates more revenue than any other BlackRock product, highlighting institutional adoption. **Market signals**: Coinbase premium turned green after a month in negative territory, suggesting renewed US demand. Traders are watching for the Fed's pivot from restrictive to accommodative policy as Bitcoin targets $90K.

**Arthur Hayes projects Bitcoin reaching $500,000** following what he believes was November's final market flush. The former BitMEX CEO's bullish forecast centers on expectations of **renewed U.S. money printing** driving the next major breakout. - November dip viewed as last major correction before bull run - $500,000 target represents significant upside from current levels - Prediction tied to anticipated monetary policy shifts Hayes previously suggested Bitcoin could drop to low $80,000s before potentially reaching $250,000 by year-end, showing his evolving outlook on market timing.

**ARK Invest revises Bitcoin forecast downward** Cathie Wood's ARK Invest has adjusted its Bitcoin bull case from $1.5M to **$1.2M by 2030**. The revision reflects changing market dynamics in the cryptocurrency space. **Key factors behind the adjustment:** - Stablecoins gaining traction in emerging markets - Reduced expectations for Bitcoin's role as primary digital currency - Market adoption patterns shifting toward alternative crypto assets The $300,000 reduction represents a notable shift in ARK's previously bullish stance. Wood had earlier predicted Bitcoin would reach $1 million well before 2030, making this a more conservative outlook. **Market implications:** - Institutional forecasts becoming more measured - Stablecoin competition affecting Bitcoin's utility case - Long-term crypto adoption taking different paths than initially expected Despite the downward revision, the $1.2M target still represents significant upside from current levels.

**Rich Dad Poor Dad** author Robert Kiyosaki issued a stark warning about an impending market collapse tied to Japan's carry trade ending. **His recommendation:** Buy Bitcoin and Ethereum to potentially profit during the economic downturn. This follows Kiyosaki's **consistent pattern** of viewing crypto dips as buying opportunities: - Previously recommended Bitcoin purchases during price drops to $58,400 - Continues advocating crypto as hedge against traditional financial system instability Kiyosaki's advice reflects growing **distrust in conventional markets** and positions crypto as a potential safe haven during economic turbulence.

**Market volatility patterns reveal clear timing correlation** Data analysis shows nearly every significant market decline since October 10 has occurred during US trading hours. This pattern suggests **American market sessions are driving global volatility**. The timing correlation indicates: - Major dips consistently happen during US market hours - Pattern has persisted for over two months - Global markets may be following US-led movements This trend highlights the **outsized influence of US trading activity** on worldwide market stability and investor sentiment.

**South Africa is building momentum in crypto adoption** with an expanding network of businesses now accepting Bitcoin payments. - Growing number of merchants integrating BTC payment options - Builds on previous expansion efforts by companies like Strike - Part of broader African crypto adoption trend This development follows Strike's 2024 expansion into African markets including South Africa, Nigeria, and Zambia. The payment infrastructure growth signals **increasing mainstream acceptance** of cryptocurrency in the region. The expansion reflects South Africa's position as a key player in Africa's digital currency landscape, with businesses recognizing Bitcoin's potential for streamlined transactions.

**Tether's massive gold buying spree** has officially surpassed central bank purchases in the latest quarter. The stablecoin issuer acquired **26 tons of gold in Q3 2025**, bringing total holdings to **116 tons** - more than most central banks worldwide. This aggressive accumulation strategy positions Tether as a major player in the global gold market, rivaling traditional monetary authorities in scale and impact. The move signals Tether's commitment to backing its reserves with hard assets beyond traditional cash equivalents.

**Kazakhstan is developing a $1 billion national cryptocurrency reserve fund**, marking a significant move by the Central Asian nation into digital assets. The funding strategy includes: - Utilizing seized assets from criminal activities - Leveraging proceeds from cryptocurrency mining operations - Potentially **trading gold reserves for crypto** **Investment approach** will focus on ETFs and partnerships with digital asset firms rather than direct cryptocurrency purchases. The timeline targets **completion by 2026**, positioning Kazakhstan among the first nations to establish such a substantial sovereign crypto reserve. This initiative reflects Kazakhstan's growing embrace of digital assets, building on its position as a major cryptocurrency mining hub following China's mining ban.

**Major blockchain networks are implementing post-quantum security measures** as quantum computing advances threaten current cryptographic systems. **Key developments:** - L1 blockchain teams are proactively upgrading security protocols - Current elliptic curve signature schemes could become vulnerable - Focus on post-quantum cryptography to ensure long-term resilience **The quantum threat** centers on the potential for advanced quantum computers to break existing digital signature methods that secure most cryptocurrencies today. **Blockchain teams are taking preventive action** rather than waiting for quantum computers to reach the scale needed to compromise current systems.