12/21/2025 - Bank of Japan Rate Hike, Fed Easing Expectations, 401k Crypto Access, Stablecoin Markup Delayed

12/21/2025 - Bank of Japan Rate Hike, Fed Easing Expectations, 401k Crypto Access, Stablecoin Markup Delayed

Episode description

This episode covers December twentieth market action driven by the Bank of Japan’s twenty five basis point rate hike and U.S. inflation data showing headline CPI at two point six percent. We examine correlation mechanics between crypto and equity markets, technical resistance levels near ninety four thousand dollars, and Polymarket positioning around year end Bitcoin price action with over one hundred thirty three million dollars in volume. The briefing also addresses President elect Trump’s signal on four oh one k retirement account access for crypto assets, procedural constraints around ERISA fiduciary standards, and the Senate Banking Committee’s confirmation that stablecoin markup hearings are delayed until early twenty twenty six due to unresolved issues on DeFi regulation, stablecoin yield treatment, and ethics provisions.