KEYTAKEAWAYS
- PIPPIN defies market weakness with a 61% surge driven by concentrated accumulation and aggressive bull control.
- SocGen expects the Fed to cut rates again next year, projecting continued downside in U.S. Treasury yields through 2026.
- Matrixport flags rising global tightening pressure that is capping Bitcoin at 92,000 and prompting institutions to further reduce exposure.
CONTENT
PIPPIN Jumps 61% Against Market as Analysts Flag Strong Bull Control
GMGN data shows Solana meme token PIPPIN is surging against the broader market weakness, now trading at 0.1798 USDT, up 61% in 24 hours.
Analyst @frontrunnersx notes concentrated accumulation activity, with several wallets continuously buying and showing no major sell-offs. This aggressive positioning has repeatedly forced short liquidations and pushed the price higher.
One wallet accumulated around 200k USD worth of PIPPIN six days ago and exited after a full price doubling. The same wallet is now applying a similar strategy to ARC.
SocGen: Fed Likely to Cut Rates Again Next Year, UST Yields Have Room to Fall
Societe Generale strategists said upcoming data should continue to show a resilient US economy, sticky inflation, and a slightly weakening labor market. Despite this backdrop, they expect US Treasury yields to keep drifting lower through the end of 2026.
Following the December rate cut, the bank forecasts two more Fed cuts in 2026, with the 2-year yield easing to 3.20% and the 10-year yield sliding to 3.75% by late 2026.
Matrixport: Global Policy Shift Caps Bitcoin at 92,000 as Momentum Fades
Matrixport says Bitcoin has once again stalled at the 92,000 USD resistance level, with upward momentum slowing. Despite expectations of a Fed rate cut next week, related ETFs are seeing only modest net inflows, leaving overall demand too weak to support the idea of strong institutional re-entry.
At the same time, Japan’s tightening signals are adding stress to global markets. The 2-year JGB yield has climbed above 1 percent for the first time since 2008, prompting investors to reassess whether major central banks can maintain a synchronized easing cycle.
In this environment, even a dovish message from the Fed may be insufficient to offset tightening expectations elsewhere. The policy backdrop remains tilted toward caution, giving institutions a clear rationale to keep reducing Bitcoin exposure.
