Transcription
Hello friends, I hope you are doing well, that you are in good shape, and that you are all happy to see you again for this breaking news video of Thursday, October 16, 2025. We are looking at a crypto market that is a little red because unfortunately, it corrected yesterday. So, since this morning, we've had a very gentle little rise, right? That's why we have the cryptos in the green here on the right. However, it's rising on small bullish channels, and unfortunately, that doesn't mix well. It has a higher probability of breaking downwards. We'll need to be cautious today. Regarding traditional finance on Wall Street, which closed mixed yesterday. We see that futures are slightly in the green, but that can change quickly. So we'll see what we're in for today.
If we take a quick look here at the large liquidity clusters, well, we have this small bullish channel on Bitcoin. If it breaks well downwards, Bitcoin might want to go and eat up this entire cluster around $105,000. Knowing that the largest buy orders are waiting here at $105,000. And right now, there are also large buy orders here at $110,000. We know that $110,000 is a significant rampart, which is why we have large orders, and the next order will be $105,000. We also note a large cluster between $116,000 and $120,000, which at some point will be consumed with the largest sell orders waiting around $123,450.
So, what are the latest news? Well, it's already starting well. The good atmosphere continues. Anyway, when you see Trump in a picture, you know it doesn't smell very good. Well, so yesterday Trump confirmed that the United States was engaged in an active trade war with China. Well, at least it's clear, you see. Yesterday he said, "We are in a difficult situation now." This is to journalists in the White House, and he added, "If we didn't have tariffs, we would be exposed as worthless. We would have no defense." So, for him, tariffs are the defense tool for the United States. Well, that's why he's attacking everyone with them. It's mainly an attack tool, you see, because, well, anyway.
And so for now, the tariffs that hurt crypto so much last Friday, we're asking ourselves, well, if it comes back on the table, will it still hurt? Will we retest the wicks? Will we fall back into hell to go and look for the bottom of the wicks? Well, we don't know, but we'll see. In any case, Trump is still pushing to impose 100% tariffs on China because China has increased its rare earth exports to make computer chips. Well, and since it's the AI era right now, we want equipment quickly to feed the AI, to cut the AI's kibble a bit, well, immediately Trump is not happy because he can't give kibble to the AI. Well, we also have the Treasury Secretary, Scott Besson, who added yesterday to create a good atmosphere, you see, that he criticized China's commercial actions and that it will backfire on China if it continues. And in this code, BIN said, "If some members of the Chinese government want to slow down the global economy through disappointing actions and economic coercion, the Chinese economy will be the most affected." And make no mistake, it's China against the world. He added, "We and our allies will be neither commanded nor controlled by a department, by a group of bureaucrats in Beijing." So the good little atmosphere is there. There you go. And the good little atmosphere means that the markets, well, they don't like the good little atmosphere in the White House, you see. So that's why it's not great right now.
Afterward, we also know how it works. That is to say, all it takes is a call, a meeting, and then the speech, Trump, who does as usual, "I love the Chinese president, and he's a great man, by the way. I love his wife, we'll go eat together, we'll play a little golf." Well, and then all of a sudden, well, it's over. So, in short, trade wars with Trump, they start very quickly, they can end very quickly, they can escalate very quickly, you see, but they can end very quickly. Well, and so, in short, it's chaotic, you never know how it's going to be with him, and what degree of nervousness it will cause, you see. Well, that's what's unfortunate.
And so, faced with all this, well, people, investors, are in cautious mode, well, they are de-risking from the markets, so they are taking some profits. Well, however, despite this, it's still quite good. Why? First of all, the $110,000 is holding well. So $110,000 is a big rampart. We understood that well. If $110,000 breaks, it's heading towards $105,000. In short, if $105,000 breaks, it's heading towards $100,000. There, to put it crudely. Well, so for now, we know that the Americans are the big players here who are supporting the crypto world. Why? Because we have the Coinbase premium, which measures the difference between Bitcoin on Coinbase and on other global exchanges, which is very positive. This means that since last Friday, when we had the little flash crash, Americans, whether professional, institutional, or individual, have been, in short, buying the dip heavily. Clearly, this is good news. We have the Coinbase premium reaching a level we haven't seen since March 2024, in boom boom boom boom mode, there is demand for American purchases for Bitcoin, in any case. So this is good news. It means that despite the big panic we had, the big flash crash we had, well, it's very well supported by American Bitcoin buyers.
Well, here's the second piece of news, it comes from CryptoCom, which tells us that short-term investors have also been big buyers since Friday. They have increased their holdings to 1.87 million Bitcoins. You went from 1.6 to 1.87. That is to say, short-term holders, those who have been here for less than a month, took advantage of the drop to do their shopping. Well, good news. However, we know that if things go wrong, these same short-term holders are the first to sell. So, we'll have to be careful. And CryptoCom also points out to be careful because some old Bitcoins, dated 2 or 3 years ago, have moved, 7343 Bitcoins. And when old Bitcoins move, well, either it's because they're fed up and taking profits, or it's perhaps to reposition themselves, perhaps to sell to buy something else, I don't know. So here too, when the old ones wake up, it's not exactly good news, but still, we'll stick with good news because CryptoCom tells us that there is a growing and constant accumulation of Bitcoin because if we look at the 30-day moving average of net flow, which is basically outflows from exchanges, well, we are at a level we haven't seen in quite some time, since December 2024. So this shows long-term confidence from people and a decrease in supply on exchanges. In short, the dip has been bought up a lot, and Bitcoins have been taken off exchanges to be put away safely, as your beloved Finou did. I bought my little Satoshis on Bings and then I removed them, I put them managed, there you go, and in the safe. There you go. So, so this is rather good news, you see. So, in short, there is demand. The dip is being bought, which is very good. Now, well, that doesn't mean it can't continue to correct a little, but in any case, the dip is being bought. So that's rather good news. The bad news would be, well, that there are no buyers, you see, that would not be good.
Well, and speaking of buying, there's one thing that continues to explode the ceiling: gold, which made another all-time record yesterday at $4,200 an ounce. It's starting to get strong. There is strong demand from retail consumers, professionals, institutions, and also central banks, who are accumulating gold to fight against monetary inflation a bit, to hedge against it. I want to say, isn't this the natural cycle of life? That is to say, at the beginning, you start, I won't go back to the very beginning of money, but when gold was there, banks only held gold, and so you gave gold, you got gold back, and you just did that, you see. Then they said, "Okay, let's create a currency backed by gold, but we'll have a ceiling, we'll be proportional to the gold we have in reserve." So, that means if you have X gold in reserve, you can issue 10X the currency. Well, but you had a ceiling, and at some point, the ceiling went in the trash, we print as much as we want, we don't care about the reserves we have. It's no longer tied to the reserves we have, we do what we want. Well, and from that moment on, is the logical consequence, when you have a currency that circulates, that can be created at will without any limit, is the logical consequence not that at some point it will be worth nothing and that it will return to things that have value, that have value, well, like gold, for example.
Well, anyway, more and more people are looking to buy gold. Why? Well, global uncertainty, currencies devaluing, all that. And we had a queue. It's quite funny, this morning very early, you see, in Sydney, Australia. The local newspaper Night News reported it. You see in front here, a store called ABC Bullion, which sells precious metals. A queue that stretched for 200 feet. Now, 200 feet, I took my little feet, I did 200, it's about 60 meters. No, I'm kidding. I'm checking with Google. So a 60-meter queue to buy gold. And you see, it looks like it's Mr. and Mrs. Everyone, right? You have a young person here, an older person there, a very young person here, a very young lady. Anyway, people are rushing. Well, here, be careful, it's not the whole planet rushing, but in any case, here, well, in Sydney, there's a 60-meter queue in front of a store to buy gold.
Now, some will say FOMO. I agree, FOMO is that since gold is exploding and all the newspapers in the world are saying, "Oh, look, gold is exploding." People are saying, "Oh, quickly, we have to buy gold, it's exploding." That's how people who don't understand finance too well think. Well, it's not their fault, because they haven't been taught. Well, and so when something explodes and is talked about a lot, people rush to it. Doesn't that remind you of something? Bitcoin. When Bitcoin explodes during a bull run, newspapers all over the world say, "Look at Bitcoin, it's reaching such a value, such a value." People say, "Oh, Bitcoin is exploding, quickly, we have to buy." And they rush. And that's where the bull run starts even stronger. Well, so it's the same if people start rushing to it because everyone is saying, "Oh, gold is exploding," it can continue to rise clearly. Well, here people are buying. There are two types of buyers. Those who say, "Oh my god, gold is rising fast, I have to buy it." Who don't understand too well. But then, you have the traditional finance players who are buying gold because there is strong macroeconomic uncertainty. The devaluation of the US dollar, unprecedented in 50 years, you see. Distrust also regarding all the institutions that govern us with the dollar behind them. Well, gold has increased by 61% since the beginning of the year, which is enormous. Well, you should know that in August, gold surpassed US Treasury bonds in central bank reserves, for the first time since 1996. So central banks are saying, "American debt, we'll leave it a bit, we'll take gold instead." You see? Well, it's perfectly logical to have more confidence in gold than in a debt that keeps growing, growing, growing, growing, growing. The problem is, you buy American debt because you have confidence in the American state to repay you, and when you buy debt, it's very safe investment. You have a yield, and at the end of the contract, boom, you get all your money back. But if you start to have less confidence in the state, in its money management, and less confidence in the dollar, you have less desire to buy debt. You have less confidence in buying debt, and therefore you buy something you have confidence in, well, that's gold, you see.
Well, and so gold now represents 25% of central bank reserves worldwide. I've never seen that since '96, which is quite something. Well, anyway, now we have Cobill, who tells us, where are we with Bitcoin? He tells us that gold, silver, and Bitcoin are among the 10 largest global assets. They are often considered safe-haven assets that rise when stocks fall, especially when the dollar falls. And so Cobessi, a major American analysis firm, tells us that the dollar is having its worst year since 1973, which shows that people have less and less confidence in the dollar. Will the dollar rebound because there will be a regain of confidence, or will the dollar continue to collapse? A falling dollar is rather positive for cryptos. Well, and so depreciation, currency, loss of confidence in traditional institutions, but these are positive values, positive catalysts for safe-haven assets. Gold, silver, can we say Bitcoin is a safe haven? Now, that's debatable, some will disagree. My personal opinion is yes, Bitcoin is a safe haven. You see why? Because the supply is limited. Resistance to censorship, decentralization, you see, that's already quite good. We have gold, which has taken a big leap on Wall Street with ETFs. So, it has been accepted. There are hundreds of billions of dollars lying around on Wall Street. Well, the problem is that Bitcoin's market capitalization is $2.2 trillion. Gold is $29 trillion. You see, so Bitcoin is still young, it remains very volatile because it is small. $2 trillion, well, that's small. That's why we can have Bitcoin fluctuations of -15% like last Friday. And the problem is that because of its small market capitalization, there isn't enough liquidity to cushion when there are big drops, upwards or downwards, especially downwards. And because of the volatility, many are a bit reluctant. Yes, you can say Bitcoin is a safe haven, but when it drops by -15% in the same day like last Friday, it calms down quite a bit, the big institutional players. You see, that's the idea.
Well, so now what we also know is that Bitcoin is highly positively correlated with gold, and many analysts agree. I think it's the same thing, that at some point Bitcoin will catch up to gold. You just need to be patient. So, what is your beloved Finou doing? Well, I continue to quietly accumulate my little Satoshis, and then I trust Bitcoin to be able to take off again. Even if Bitcoin goes to $100,000, even if it goes to $90,000, I'll still be here because I trust Bitcoin, its value as a safe-haven asset, and so you just need to be patient, that's all. Gold is exploding. Well, that's also good news for Bitcoin, clearly.
Friends, this little news video this morning. I hope you enjoyed it. We'll see you this afternoon on social media, and tonight for the analysis. I'm sending kisses. Have a good day, see you later. Bye bye.