"I think they're going to cut rates. I think jobs are a bigger worry in the administration than the market has them. Right? This this idea that AI is hitting jobs I think is real. And so watch non-farm tomorrow. But as long as you have job weakness, you're going to have a very doubbish Fed. It doesn't matter what Kevin. I know the market perceives Kevin Morsh is going to be more hawkish. He's not. He wants rates down at two and a half%. That I think is a good story. Do they do QE? I think probably more likely with Hassid than with Worsh. I think the first chapter doesn't matter because it's just getting rates down. And I think what's also going to see is like they're going to allow banks, you already did this, to get more levered up. I said like if you take Fanny and Freddy and make them risk-free assets, it's trillions of dollars of liquidity uh or hundreds of billions of dollars liquid. I should get the I should know the number. What do banks hold on their balance sheet in mortgages? and if those become risk-f free and so you're already you know they did this thing with the SLR which is giving banks a lot more liquidity and so you're already jamming liquidity I think it'll start after the new year right because right now there's year end liquidity that's liquidity gets tight as people want to clean up their balance sheets just for the the snapshot and so I I do think we're going to be in a hyperlquid space"
By Coin Bureau | December 17, 2025 | Pending
From video
Mike Novogratz on BTC's Slide, Altcoins & Big 2026 Predictions 00:20:49 - 00:22:08
Interpreted Prediction
The Fed will cut rates to 2.5% due to job weakness, leading to a very dovish stance. They will also increase bank leverage, potentially by making Fannie and Freddie risk-free assets, which will inject hundreds of billions of dollars in liquidity. This hyper-liquid environment is expected to begin after the new year (2025).

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