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Hello friends, I hope you are well, that you are in shape, that you are full of energy. Very happy to reconnect with you for this breaking news video this Sunday, October 26, 2025, in front of a green crypto market, but well, that doesn't mean much. On the other hand, be careful, it has been contracting severely since yesterday. This means there will be a significant movement, a very strong movement that will go up or down. And then you'll have to be solid on your feet because, in addition, technical analysis tells us that yes, there will be a violent movement. But this violent movement, when you look at the liquidity map, you say to yourself, okay, it could be upwards, downwards. After that, on our side, we are closer to this liquidation cluster here, which is between approximately 112,000 and 119,000 dollars. So, can we have an explosion, boom, to liquidate all of that up to 119,000? Yes, clearly. After that, if the sellers are too mean, because here, you have a red line, look, I'll zoom in, you see this red line here that isn't nice, that extends far to the left, these are buy/sell orders, and so it's a big whale that wants to protect its position above. You have another big sell order here around 117,700. So if the selling pressure from these sell orders is too strong compared to the buying pressure, it will rather be a descent to look for this cluster between 106,600 and approximately 102,500, or big buy orders are waiting around 102,000 dollars. So tonight I will do the analysis, plus a long-term analysis in addition to the daily one, because it's Sunday, and on Sundays we always do a long-term analysis. So I will talk about that. Also, tonight I will be live from 9 PM to 10 PM, so we can talk about all of that. We'll have to hang on because there's going to be a rather violent movement coming. It could be today, at the end of the day, on Sundays, some people like to push the markets up or down because you have less of the order book, you have less liquidity, it's a bit less liquid because, well, the big players are less present, it's normal, it's the weekend.
Well, this morning's news is rather bullish, rather positive. You'll see here an analysis from Colintals Crypto, who says, "Well, listen, the market, the cycle, the bull market, the bull run, call it what you want, is definitely not over. Why? Because, basically, he gave us an analysis where he compares the ISM PMI manufacturing, which is basically the health of the factory sector in the United States. To know if it's running or not. And look, his analysis is very interesting. Every time we've had bull run tops here in 2014, 2018, it was made on tops here of the American factory market. Basically, it's when the American factories are running well and then it starts to decrease. It's over, it's the top. Basically, it's about how is the American economic health? That's clearly the idea. And why is he talking about it? Because for him, we haven't started the cycle yet, and this cycle would be the longest cycle because, you see, usually cycles, well, they're not exactly the same in terms of timing, but it's roughly the idea, whereas this cycle could be much longer because here we see that since Trump came to power, the manufacturing sector hasn't managed to take off because usually, okay, it falls, it recovers, it falls again, it recovers, and here it fell and hasn't taken off yet, you see. So some will say, crazy, there's a channel, it doesn't look good, and so for, in any case, Coline, well, the market isn't over, the cycle isn't over, and as soon as Trump finishes bothering everyone with his trade war, it will start going up again, you see. Well, so what he says is quite interesting. Basically, the PMI index has remained below the 50 mark for 7 months. That's why, well, the health of the manufacturing sector isn't great. Well, we know very well that it's not great. It's perfectly logical. Why? Well, because, well, at the beginning there was a small rebound at the start of the year, it went up slightly because the new Trump administration arrived, Trump came to power, and people said, "Yeah, there will be a favorable policy for businesses." So you had that little rebound, you see, December, January. Yeah! And on the other hand, tariffs arrive and boom, he throws in the story of tariffs. And then everyone collapses, the tariffs also collapse, the factories, immediately the order books stop, they decrease enormously. So tariffs and aggressive trade policy equal a hit to the American factory sector. So prices increase, exports and imports contract, decrease. So you've understood why the American manufacturing sector isn't very, very good. We also have a purchasing director for transport equipment who stated that business continues to be severely depressed. Yes, it continues, one after another with China, with Canada, he bothers us with everyone, with the Russians too. Well, there's a decrease in profits, and the extreme taxes from tariffs have increased costs all along the supply chain. That's what this purchasing director tells us. He says, "We have increased price pressure as companies pass on tariffs through surcharges and increase prices by 20%." So yes, are Trump's tariffs causing the big mess? Clearly, in any case, that's what directly impacts the manufacturing sector. On the other hand, the good news is that when it's over, when the factory sector can resume and regain some vigor, that's when the boom cycle will also regain vigor. So it's quite an interesting analysis.
Second analysis, here, African countries are increasingly adopting cryptos, with solid legal frameworks that will allow crypto companies and crypto exchanges to offer cryptos to people, or to the population, regulated exchanges, simply like we have here to buy, sell, and trade. And so crypto adoption is progressing a lot in Africa, in South Africa, Kenya, Tanzania, Nigeria, you see, pretty much everywhere, Rwanda. So, I'll quickly go over things. Some regulations arrived not long ago, a few days, a few weeks ago, others have been around for a long time. For example, in Ghana, it was a few days ago, the governor of the Bank of Ghana said that his country will implement a regulation by the end of the year, to strengthen registration requirements for incoming exchanges. And that's rather interesting. Why? Because there are 3 million Ghanaians, so 9% of the population, who use cryptos. So you need laws, you need a clear framework so that exchanges can come, boom, set up, and then the population can calmly buy and sell cryptos. So it's regulated and everything is fine, and the exchanges are licensed. In South Africa, it was in 2022 that there were laws for financial products including cryptos. And so since 2022, the FSCA, which is the financial watchdog there in South Africa, has issued licenses for companies setting up, and so everything is fine, everything is regulated. Mauritius, it was in 2022, Botswana it was in 2022. So some have already done this well in advance. Nigeria, well, it's in April 2025, not long ago, they recognized cryptos as securities, as financial assets like the rest. And last month, you see, it's very recent, the Nigerian SEC refined its definitions of tokens into four categories for oversight. And so they will also issue licenses to welcome exchanges and companies. In Namibia it was in 2023, Tanzania 2024, Eswatini it was 2024, in Kenya very recently, on October 13th, the Kenyan Parliament adopted a bill on service providers to simply give licenses. It's the Central Bank of Kenya that will issue licenses for service providers, well, crypto exchanges, you see. And so the population will be able to invest. They say that most young people aged 18 to 35 use cryptos for commerce, for payments, for investing too. So there are millions and millions of people who use cryptos and who would like to use them otherwise. And so you just need to provide a clear framework to attract companies. In Rwanda too, to finish, it was very recent. In March 2025, the Capital Markets Authority and the National Bank of Rwanda presented a bill to create licenses for PSAVs, which are, well, regulated exchanges. So adoption is progressing. It's extremely interesting, extremely bullish because the African population, when there are a lot of people there, there are people who want to use cryptos. And so for adoption, you need a clear framework and for companies to set up with a clear legal framework.
And to finish, Ferrari also wants its slice of the crypto pie. And no, Ferrari is entering the world of cryptos. So entering the world of cryptos. Ferrari is already in the world of cryptos. Okay. So let's say it's taking another step into the world of cryptos. It wants to launch a digital token that will allow its richest fans, if you have to target people, target the richest, right? So on one of the most iconic racing cars, the Ferrari 499P, basically they will issue a token, the Ferrari 499P token, you see? Well, no, they didn't go looking for it, it's exclusively for partners, for members, sorry, of the Hyperclub. It's a private network of 100 elite passionate clients. I don't know anything about cars, but anyway. Well, and so it's Enrico Galliera, Ferrari's Chief Marketing and Commercial Officer, who tells us, "It's about strengthening the sense of belonging for our loyal blue-chip clients." Give people, yes, give me a break, please. Well, and so if you're going to target clients, target clients who have money by creating a token and saying, "Buy our token." Well, you're a Ferrari fan? Here's a token. So, I'll say it clearly, all these past years, there have even been big names, very well-known brands all over the world, that have released their tokens. It never ended well, never, you see. Well, so I don't see this going too well. Well, they tell us that token holders will be able to trade among themselves. Yeah, trading among ourselves, too great. Or it's lame. Well, and participate in exclusive auctions, including one for the Ferrari 499P. Well, but on the other hand, what does that mean? You're going to buy the token. If you buy the token, you'll be able to participate in the auctions, but you'll still buy the Ferrari. And after that, what do you do? Tokens. I find it lame. But you'll tell me what you think. Maybe I'm the one who's pessimistic. Well, so Ferrari already in 2023, that's when it opened up to cryptos because it started accepting Bitcoin, Ethereum, USDC as payment methods in the United States. Now, it's in Europe to buy a small Ferrari. So, if you want to buy a small Ferrari, well, you can do it directly with cryptos. On the other hand, I think you'll still have to go through the flat tax process, you see. I don't think you can buy a Ferrari directly. And then the government says, "No, no, it's fine." Well, I think yes, the money you used to buy the Ferrari, did you have a capital gain or not? Because yes, you have to go through the payment process.
Well, that's it friends, this little news video. I hope you enjoyed it. We'll meet again tonight for the analysis, of course, and after 9 PM for the little live stream like every Sunday evening. I send you kisses and see you tonight. Bye bye. [Music]