Everyone thinks DATs stopped buying Bitcoin. They didn’t.
They just stopped buying loudly.
This chart shows how companies are still adding BTC to their balance sheets, even though the price has been volatile.
The buying is smaller than late 2024.
But it hasn’t disappeared.
Earlier, a few big names were buying aggressively.
Now, the buying is spread across miners, tech firms, and financial companies.
That matters.
It means Bitcoin is not being treated like a quick trade anymore.
It’s being treated like a long-term asset.
Miners are holding instead of selling everything.
Tech companies are keepi

Fed is about to begin stealth QE.
CZ is hinting towards a crypto supercycle.
Large institutions are offering Bitcoin and crypto trading.
Clarity Act is expected to be approved soon.
BlackRock CEO is saying that sovereign funds are buying BTC now.
You can be bearish on the crypto market in the short-term, but I think 2026 is going to be really good for markets.

The chatter around Fed resuming QT is heating up.
And this is due to obvious reasons.
First of all, bond yields are moving higher despite rate cuts.
This is a sign that the market believes Fed can't control inflation.
Additionally, Labor market and consumer sentiment is at its worst level since 2020 pandemic.
This is another sign that the Fed has tightened too much.
The only way now is to add some reserves to control the rising bond yields.
This is why the market expects $40B-$45B in bond buying per month from Jan 2026.
If bond yields are still not in control, the Fed will have to ramp up QE.

Major Events This Week:
1. 9th December: September JOLTS Job Openings data
2. 10th December: Fed Interest Rate Decision and Powell's press conference
3. 11th December: OPEC Monthly Report, Initial Jobless Claims, PPI and Core PPI data
4. 11th December: US 30Y Bond Auction
5. 12th December: Fed balance sheet release and Fed governors speech
Keep an eye on these.