GM to the winners club. Crypto Nutshell Pro #58 bunkerin’ down… 🪖🥜

If you’re new here, each Crypto Nutshell Pro is broken down into 3 sections:

The goal?

Help you understand exactly where we are in the cycle.

By now, you should have read through the following page: Read This First

(Click the button at the bottom of the page to continue the welcome series - there are 4 pages in total to read)

These give you a broad overview of the Crypto Nutshell Pro Portfolio and how we’re looking to play the second-half of this bull run.

And in case you missed last weeks Nutshell Pro, you can check that out here.

Now, let’s jump in…

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Please note that this information is exclusive to Crypto Nutshell Pro members, so refrain from sharing it. You are free to use it as you wish—whether as a starting point for your own research, as a tool to enhance your research skills, or simply to track how things unfold.</sub>

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After nearly four years of draining liquidity, the Fed just flipped the switch.

Balance sheet expansion is back baby.

But this time, they're calling it "Reserve Management Purchases" instead of QE, but the result is the same: they're printing money again.

On Wednesday, the Fed delivered the expected 25 basis point rate cut, bringing the federal funds rate down to 3.5 - 3.75%.

The real story came in the announcement that the Fed will begin purchasing at least $40 billion in Treasury bills every month starting December 12, tapering to $20–25 billion per month after April.

For the first time since 2020, the Fed is directly buying assets and expanding its balance sheet.

Is this actually bullish or not?

The answer is yes, but not instantly.

Let's unpack what just happened, what it means, and why the setup for 2026 just got a lot more interesting. 👇

When people hear "the Fed is doing QE," they picture 2020:

$800 billion per month in asset purchases, markets ripping higher every day.