Transcription
Hello friends, I hope you are well, that you are in good shape, that you are very happy to see you again for this breaking news video of Monday, October 20, 2025, in front of a green crypto ape that is pleasing. Look at that. It's 24 hours, Bitcoin, the altcoins have pushed well since the opening of the candle here at 2 am. We also see that it's pushing well. It's very pretty, it's pleasing. If we take a little tour of the traditional market. So Friday it closed moderately green, it's not too bad. But especially the futures above there are in the green. So there are still strong probabilities that Wall Street will open rather buyer and in the green this afternoon. If we look at the macro indices, the macro announcements we will have this week, but it will especially be inflation that will fall on Friday. Now, that can make or break things. Be careful, rising inflation will not be good at all. Well, knowing that we will have to hold on and be very solid or flexible on our supports, as you wish, because here the consensus, the entire market expects general inflation, which includes everything, that is to say especially food and energy rising above 3%. Ah! Ah! My heart! Oh! So if unfortunately I'm joking, but it's the kind of laughter where you want to cry, like the laughter in the movie Joker, you know. So if general inflation goes above 3% and core inflation, which excludes energy and food, remains above 3%, well then the structure is well validated in zoom mode, everything is on the ground, you see. Well, we will have to monitor that closely at the microeconomic level, which are the quarterly company balance sheets. It's also very, very well supplied this week with big ones that will show their balance sheets, like here we have Tesla, like we have Intel. Well, so we will also look at that. We don't have, we have, we have Tesla among the Magnificent S, but we don't have the FAANGs here. We especially don't have Nvidia, which will make or break things. So we will still monitor. What will we monitor? Well, if the majority of these balance sheets are bad, it will mean that it doesn't smell good. It smells of economic slowdown. It smells like investors, like Americans, are spending less. And so if there are many bad balance sheets, investors will sell, they will sell the stock market, take profits in "Oh dear, that's it, it's starting to smell bad." At the level of many companies' balance sheets, well, some are taking their profits because they are only looking at the balance sheets, you see. And it could be, perhaps, if the balance sheets don't go well, that it's the beginning of a small correction on the stock market, which is in moon mode, the stock market is doing well. At a quick level here of the liquidity cluster, as usual, we will do the analysis tonight. Well, our little darling is trying, I think, to attack this little cluster up to 119,000. This morning on the VIP Telegram channel, I showed you the little video. We can make this little bullish wave to nibble it above the previous high. And so yum yum yum yum yum yum yum up to 119,000. It's very possible. Why is the crypto market pushing like this? Well, news broke yesterday, yes, you understood correctly, it's Trump who confirmed yesterday, Sunday, that he met Chinese President Xi during the Asia-Pacific Economic Cooperation summit. It will be in South Korea on October 31st. And so he declared yesterday to Fox News, Trump: "We will meet in a few weeks. We will also meet in South Korea with President Xi and other personalities." And remember for a laugh, last week, on Friday when I did the live at midnight, we started it at midnight during the nuclear crypto crash where some altcoins dropped by 80%. Well, I told you it would be the same music, you know, like Trump attacks and then a few days later, he'll say, "Ah, President Xi is wonderful, he's my new best friend." We played a round of golf yesterday, you see, it didn't fail. Yesterday Trump said Xi is a very strong leader, an extraordinary man. We can see what he has accomplished, where he is in life. It's an incredible story, a narrative worthy of a great film. I think we will get along with China. But we need a fair deal. It will be fair. There you go. And yes, now, there you go, Xi, his new best friend. He's wonderful. He's in love with X, with XY, sorry. And there you go, the same joke, unfortunately. And so the cleaning flash crash last week, well, it will soon be erased, you see. So it's sad for those who lost a lot, you see. Well, and so Trump, who had said last week, ah, President Xi is not nice, I'm putting tariffs on him, he's not nice because he wants to put licenses on rare earths. Knowing that rare earths are used for a lot of things. The manufacturing of chips, military level in the United States, they used a lot of rare earths, and China produces 90% of the world's rare earths. So you understand well that he says, ah, I'm going to get you with rare earth licenses, Trump says "one fly," he's not happy at all, boom, his tariffs, boom - 80% on cryptos, a week later, Xi is a wonderful man, I love him. There you go. Well, in any case, well, all this has lowered trade tensions. Markets like that, of course. Second positive news, New York. Ah, New York, an anti-crypto city for a long time because of its anti-crypto mayors. But since Trump came to power, well, he's trying to be a bit like the president, and it's the former governor of New York, Andrew Cuomo. Be careful, he's a Democrat, but a Democrat who wants to bet big on AI and crypto, so crypto, Democrat, Republican, we don't care, that's good news. To be the next mayor of the city, he plans to make New York the global center of the future of blockchain and AI. Well, that makes us happy that you are Republican or Democrat, we don't care. As long as you like cryptos and you try to develop them in New York, which is a strong capital. Well, and so he wants to modernize the city by integrating these new technologies with AI and cryptos. I say, well, that's very good, you see. Well, he also wants to create a new position, Director of Innovation, to stimulate innovation. He tells us he will advise on adoption, workforce development for AI and cryptos, reducing red tape for these emerging industries. Well, it would be good after years and years of attacking it. In short, New York was a bit of an ally of Gary Gensler, you see, it was really anti-crypto to death, you see. So it would be good if that changed a little. And so if he is appointed mayor of New York, Cuomo, you see, well, he could move New York from a ruthless crypto regime to a new regime that is more favorable to cryptos, and we would like that to happen. Now, for a little story, New York is a hub with a lot of money. I think you know that very well. The stock market caps of the New York Stock Exchange and Nasdaq are 30,000 billion. The third is Shanghai, far behind, 8,000, 8,000 billion dollars, the Shanghai Stock Exchange, so between 30,000 billion for New York and Nasdaq and 8,000 billion for Shanghai, you see, it's not the same category, you see. So yes, New York matters enormously, cryptos, we need to take New York, revolution, we will take New York. Well, so the current mayor of New York, Eric Adams, also took measures on Tuesday, for example, he created a municipal office for digital assets and AI. In short, well, he wants to take steps, so I say, don't worry, I'm setting up a small office for you. He put Robert there. Robert, who said, hey, we're doing crypto from today. Robert, who was previously in charge of accounting, you see. Well, and so the new office declared, the office will encourage the responsible use of digital assets and blockchain technologies. It will increase economic opportunities, blah blah blah. Vote for me, I'll keep you, damn it. There you go. Well, that's the idea. So the mayoral election in New York is on November 4th, and Andrew, he is competing with other Democrats. So, there's the anti-technology one called Zoran Mamdani. Yes, there's Techno. Well, he doesn't like technology or tectonite, apparently. Well, and the Republican Curtis Sliwa to replace Adams as well as the new mayor. So they are competing, and to compete to win, you have to win voters. So they do what they want, they give them what they want. Except that some, well, like Zoran Monodique, are anti-crypto, anti, he won't give that. Well, that's a shame, you'll miss votes. Well, and last news from Nippon. Ah yes, we're doing the rounds, we're taking a plane around the planet, and so it's the Japanese Financial Services Agency that's doing this. You see, they're the Gary Genslers of Japan, but they're rather nice, rather cute. Well, who will review their regulations to allow banks to acquire and offer cryptos like Bitcoin to start with, maybe then others. That's very good news because in 2020, banks were forbidden, which had been signed, to hold cryptos because of volatility. Well, that's especially the reason for the volatility last Friday, well, you took a hit, but Bitcoin held up, but the rest took a hit. Well, so the FSA plans to examine a new reform that they will propose to the Financial Services Council, which is a body under the Prime Minister, and so if this proposal is approved, well, they will then have requirements, of course, in terms of own funds and risk management for banks, but banks could hold and offer digital assets. That's always interesting. Okay. And isn't it also logical that instead of having exchanges, you see, sometimes a bit like, you see, well, it's the banks that are exchanges. Banks, banks, they already offer trading, buying, selling, stocks, well, they could also offer cryptos. There you go. You just need to have regulations that are a bit, well, solid on the supports, you see. But well, people, someone who buys Bitcoin, the bank tells them, be careful, it's a very volatile asset, and cryptos too, be careful, then everyone does what they want with their money, you see. Well, well, at least it stays within the bank, it will be easier for adoption for Tata and Uncle Michel, you see. You buy through the bank. Tata Jackie and Uncle Michel won't create a crypto account to buy cryptos if it doesn't go through the bank, they might never buy cryptos in their lives, you see. And so the FSA is considering authorizing banking groups to register as licensed crypto exchange operators. You see what I was saying? Isn't the future that banks become exchanges? But it's still possible, you see. Well, however, the fees are likely to be hot potatoes, as usual. Well, and so to directly offer crypto trading and custody services. That's good for Tata Jackie, Uncle Jacquel, or Uncle Michel, or Uncle whoever you want. There you go. For us, well, no. For my PEA, I don't go through my bank, it's too expensive to buy stocks. I go through a broker, it's the cheapest. For me, when I did the comparison a few years ago, it was the cheapest to be exposed to the stock market, like Binging, it was the cheapest to be exposed to cryptos. There you go. And so the Japanese market, you should know that it is growing rapidly in terms of cryptos. There are 12 million registered accounts in February 2025, 3.5 times more than 5 years ago. So the Japanese want cryptos. That makes us happy. Well, and you should also know that the main Japanese banks have launched a stablecoin indexed to the yen. We're talking about the three largest Japanese banks. Okay. So they're not jokers. It's Mitsubishi Bank, Sumitomo Mitsui Bank, and MUFG Bank. I speak fluent Japanese, you know that. What? And so they have joined forces to issue a stablecoin, the DC yen. Why? Well, for many reasons we know, to streamline settlements, reduce transaction costs, 24/7 stuff. Well, there you go, that's very good. So they are adopting stablecoins, they are adopting blockchain, the banks, and so now they want to offer buying and selling too, it's normal. So they are pushing the banks, and I think at some point they will succeed. Well, there you go friends, for this little news this morning. I hope you enjoyed it. We'll find each other on social media all day as usual. I send you kisses. See you later. Bye bye. [Music]