The QCP Digital Assets Outlook: Q4 report is out.
What looks like calm is really a stalemate. Rates, CLARITY delays and Middle East risk weigh on price, while ETF demand and risk appetite keep absorbing the pressure. All it takes is one side to tire for price to break out.
Our Q4 read: growth slowing without contracting, inflation re-accelerated, Fed tightening again not pausing. BTC base case is range-bound $80K–$90K.
Watch four things: Fed pricing, oil escalation risk, ETF/stablecoin liquidity breadth, and AI capex rotation.
Get the full outlook here: https://campaign.qcpgroup.com/q4-digital-market-report
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