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Bitcoin and the End of Quantitative Tightening

2025-12-01 Entertainment
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Benjamin Cowen
Benjamin Cowen
995.0k subscribers

Bitcoin Price Action vs. Quantitative Tightening End Date

Understand why the scheduled end of Quantitative Tightening (QT) might not immediately trigger a major Bitcoin rally, referencing historical precedent to set realistic expectations for Q4 maneuvering.

Short Summary

  • The official end date for QT (December 1st) often lags the actual technical reversal date of the Federal Reserve balance sheet.
  • Historical analysis of 2019 indicates Bitcoin dropped upon the QT surrender announcement but continued bleeding until the balance sheet reversal materialized months later.
  • Expect necessary counter-trend rallies (like testing the 200-day MA) but the underlying macro environment suggests a continuation of bear market mechanics until true Quantitative Easing accelerates.
  • The key determinant for a true market turn is not merely the end of QT, but when the Fed balance sheet significantly expands (explodes).

This analysis leverages the 2019 cycle structure to manage expectations around the end of monetary tightening, warning against premature bullishness based solely on schedule announcements.

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Description

Let's talk about #Bitcoin and the end of quantitative tightening (QT). Into The Cryptoverse Premium SALE: https://intothecryptoverse.com To contact me about speaking, etc: https://www.benjamincowen.com/ Into The Cryptoverse Newsletter: https://newsletter.intothecryptoverse.com/ LIFETIME OPTION: https://intothecryptoverse.com/product/subscription-to-the-premium-list-lifetime/ Alternative Option: https://www.patreon.com/intothecryptoverse Merch: https://store.intothecryptoverse.com/ Disclaimer: The information presented within this video is NOT financial advice. Telegram: https://t.me/intocryptoverse Twitter: https://twitter.com/intocryptoverse TikTok: tiktok.com/@benjamincowencrypto Instagram: https://www.instagram.com/bjcowen/ Discord: https://discord.gg/UGwc6eR Facebook: https://www.facebook.com/groups/intothecryptoverse Reddit: https://www.reddit.com/r/intothecryptoverse/ Website: https://intothecryptoverse.com/

Top Comments (10)

@vk5869 2025-12-01

My risk management strategy is gaslighting myself into thinking I never bought anything to begin with

184 4 replies
@OnnGustaChannel 2025-12-01

i'm not tired anymore , I'm ded boss.

151
@Bct.Marius 2025-12-01

Retail will disappear in the next 2-3 years from this crypto market. 90% of altcoins will disappear too

100 6 replies
@dune7824 2025-12-01

We did have an altseason. You just need to invert the chart to see it.

59 2 replies
@tlou2296 2025-12-01

Anyone who didn't sell ALTs in december 2024 is fooked now

58 2 replies
@nqkoi159 2025-12-01

By the time QE saves us, it will just be a normal bear market. I realized that months ago and sold all.

41
@intothecryptoverse 2025-12-01

Into The Cryptoverse Premium SALE: https://intothecryptoverse.com

19 6 replies
@MindBlownPapers 2025-12-01

It would be a miracle if any altcoin survives the next cycle. I have become a TRUE believer in the bitcoin-only movement. Not even Eth is worth holding. I appreciate the investment lesson this cycle. 😩

14
@giosanchez90 2025-12-01

6:47 “you could argue we haven’t even established the down trend line” terrifying words

12
@PartyofSixPY 2025-12-01

Trade the market you have, not the market you want. Wise words

9

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