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Crypto Watch – Beneath the Surface, a Rotation Begins

Crypto Watch – Beneath the Surface, a Rotation Begins

While equities and bonds wrestle with volatility and policy noise, crypto is quietly setting up for a rotation. Beneath the surface, macro resilience, expanding credit, and receding liquidity stress are realigning the playing field. With Bitcoin consolidating, the path is opening for altcoins to take the lead into summer.

Crypto Watch: Markets Brush Off Geopolitics, Growth Surprises Ahead

Crypto Watch: The Best (Worst) Outcome for Risk Assets

Trump’s latest U-turn is arguably the best worst-case scenario for risk assets. Why? Because up until yesterday’s announcement, the most likely path forward involved a forced and reactive Fed intervention—stepping in to provide emergency liquidity in a worst-case scenario where funding markets completely broke down.

Crypto Crisp: Did Trump Call For an Altcoin Season?

Crypto Crisp: Did Trump Call For an Altcoin Season?

Last week was a whirlwind for the crypto market. While the impact may not yet be evident in digital asset prices, it is only a matter of time. U.S. President Trump’s call for a potential crypto stockpile, rather than a U.S. strategic Bitcoin reserve, could pave the way for stronger performance among altcoins, some of which may emerge as future candidates for such a reserve.

Meanwhile, the DeepSeek news rattled the market, triggering a broad sell-off across risk-on assets, including crypto. However, we believe this reaction will be short-lived, especially for cryptocurrencies that are largely unaffected by the matter.

Crypto Moves #60 – What’s Actually Going On in Ethereum-land?

Crypto Moves #60 – What’s Actually Going On in Ethereum-land?

The Ethereum community has experienced significant turmoil in recent weeks, driven largely by widespread dissatisfaction with the Ethereum Foundation, which is seen as overly inactive and lacking ambition. However, the community now seems to be regaining its footing as many voices have spoken out, and it appears those concerns are being heard. I cannot recall a similar moment where the culture has shifted so dramatically for the better in such a short time—about a week. As a matter of fact, this development is highly encouraging.

Crypto Crisp: Did Trump Call For an Altcoin Season?

Crypto Crisp: What Now, President Trump?

Donald Trump has officially returned as President of the United States. Although neither he nor his administration has made any statements about digital assets or issued any executive orders concerning this asset class yet—despite earlier speculation that this might happen today—there is absolutely no cause for concern. Over the weekend, Trump and his family doubled down on their commitment to cryptocurrency. It is only a matter of time before positive developments emerge from the Oval Office.

Crypto Crisp: Did Trump Call For an Altcoin Season?

Crypto Crisp: Everything Is About the U.S.

The crypto market’s downturn largely stems from two key concerns, both tied to developments in the United States. The first is the potential liquidation of a significant portion of seized Bitcoins by the U.S. government ahead of Trump’s inauguration. The second is the ongoing repricing driven by an unfavorable macroeconomic environment, with inflation once again taking center stage. While we do not view the first issue as a major concern, we believe the latter could further pressure the crypto market, likely worsening conditions before prices eventually return to green.

Crypto Crisp: Did Trump Call For an Altcoin Season?

Crypto Crisp: QQQ’d MicroStrategy

MicroStrategy, the U.S.-based intelligence software provider, has been included in the Nasdaq 100 index. This inclusion is expected to trigger a significant one-time purchase, as well as continuous accumulation by ETFs and other index-linked investment vehicles. Meanwhile, the U.S. Federal Reserve is widely expected to cut interest rates this week, while momentum continues to drive both the U.S. equities market and, arguably, the crypto market.


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