It seems that the pain is ALMOST over for Bitcoin and even if we do see one more pullback, the worst is likely behind us.
Tariffs on Mexico, China and Canada are going to be implemented on April 2nd but have already priced in and have been for a while now.
The FED is slowing down QT (balance sheet run-off) aggressively, particularly for Treasuries, from $25bn/month to $5bn/month.
It is very likely that we will see QT entirely come to a halt in the May's FOMC meeting, coupled with a Fed rate cut, latest in June's FOMC.
The global M2 money supply has already broken out to new ATH's and has been up only since January. It is now just a matter of time until Bitcoin and risk assets in general start to feel the effects of this.
We have now seen a 30% pull back in the price of $BTC which is very typical of a bull market and all the signs are now pointing to a very positive Q2 and H2 of 2025.
Tariffs on Mexico, China and Canada are going to be implemented on April 2nd but have already priced in and have been for a while now.
The FED is slowing down QT (balance sheet run-off) aggressively, particularly for Treasuries, from $25bn/month to $5bn/month.
It is very likely that we will see QT entirely come to a halt in the May's FOMC meeting, coupled with a Fed rate cut, latest in June's FOMC.
The global M2 money supply has already broken out to new ATH's and has been up only since January. It is now just a matter of time until Bitcoin and risk assets in general start to feel the effects of this.
We have now seen a 30% pull back in the price of $BTC which is very typical of a bull market and all the signs are now pointing to a very positive Q2 and H2 of 2025.
BlockTalk
It seems that the pain is ALMOST over for Bitcoin and even if we do see one more pullback, the worst is likely behind us. Tariffs on Mexico, China and Canada are going to be implemented on April 2nd but have already priced in and have been for a while now.…
Remain careful at least in the short term as Bitcoin formed a massive CME gap around over the course of this weekend at $84,000.
Historically, these CME gaps tend to get filled sooner or later.
Historically, these CME gaps tend to get filled sooner or later.
ONE OF THE BIGGEST BITCOIN BUY SIGNALS JUST FLASHED!!!
https://youtu.be/SGgCZy0Zx3g?si=RvBlgLCTTuECyVcO
https://youtu.be/SGgCZy0Zx3g?si=RvBlgLCTTuECyVcO
YouTube
MASSIVE BITCOIN BUY SIGNAL FLASHING!!! [DO NOT BE LEFT BEHIND]
A major Bitcoin buy signal has just flashed, and it could spark the next massive pump. Discover the key indicators, market psychology, and what I’m doing right now to stay ahead. Don’t miss it!
The chart of the 10-week lead of the Global M2 money supply shared by Raoul Pal suggests we’re in a bottoming zone for Bitcoin and that liftoff begins today.
However, the bearish and more realistic case is if we place the global M2 money supply with a 109-day lead over Bitcoin rather than a 70-day lead.
This would suggest that the mini rally from $76K to $89K was a failed rally—with a pullback to around $74K, re-testing the prior ATH from March last year, chop around there for a few weeks whilst altcoins continue to bleed lower ($ETH to $1.4k…)
Before some kind of a bottom is formed.
However, the bearish and more realistic case is if we place the global M2 money supply with a 109-day lead over Bitcoin rather than a 70-day lead.
This would suggest that the mini rally from $76K to $89K was a failed rally—with a pullback to around $74K, re-testing the prior ATH from March last year, chop around there for a few weeks whilst altcoins continue to bleed lower ($ETH to $1.4k…)
Before some kind of a bottom is formed.
Circle, the issuer of $USDC, just filed for an IPO.
Circle to List Class a Common Stock on NYSE Under Symbol 'CRCL': Filing
Number of shares or price range not yet disclosed in the filing. Circle targeting a market debut as early as June per Fortune.
JPMorgan, Citi, Oppenheimer are some of the underwriters and Circle is seeking a $4 billion to $5 billion valuation per multiple reports.
Here’s why it’s huge:
• Circle leverages public blockchains (Ethereum & Solana), so they have virtually zero infrastructure costs
• Every $USDC transaction earns them fees + yields from short-term US Treasuries
• Compare that to Amazon burning billions on data centers—Circle’s overhead is minimal
• This positions them (and potentially Tether next) as “super banks” of the 21st century
Circle to List Class a Common Stock on NYSE Under Symbol 'CRCL': Filing
Number of shares or price range not yet disclosed in the filing. Circle targeting a market debut as early as June per Fortune.
JPMorgan, Citi, Oppenheimer are some of the underwriters and Circle is seeking a $4 billion to $5 billion valuation per multiple reports.
Here’s why it’s huge:
• Circle leverages public blockchains (Ethereum & Solana), so they have virtually zero infrastructure costs
• Every $USDC transaction earns them fees + yields from short-term US Treasuries
• Compare that to Amazon burning billions on data centers—Circle’s overhead is minimal
• This positions them (and potentially Tether next) as “super banks” of the 21st century
We’re hours away from President Trump announcing new tariffs on Liberation Day...
https://youtu.be/JmpuS4Y3wt4?si=nELRCyRWlaKNEMu4
https://youtu.be/JmpuS4Y3wt4?si=nELRCyRWlaKNEMu4
YouTube
URGENT: Tariffs Incoming!!! [VOLATILITY INCOMING]
President Trump’s new tariff announcement on Liberation Day is set to unleash massive volatility in both crypto and traditional markets. In this video, I’ll show you how I’m positioning myself to navigate these wild swings. Watch now—don’t be caught off guard!
💥BREAKING: US to impose 10% base tariff on all countries.
Reciprocal tariff rate will be half other countries tariff rates.
Reciprocal tariff rate will be half other countries tariff rates.
BlockTalk
💥BREAKING: US to impose 10% base tariff on all countries. Reciprocal tariff rate will be half other countries tariff rates.
All of President Trump's reciprocal tariffs:
🇨🇦🇲🇽 Canada and Mexico exempt from reciprocal tariffs for now.
🇨🇦🇲🇽 Canada and Mexico exempt from reciprocal tariffs for now.
BlockTalk
All of President Trump's reciprocal tariffs: 🇨🇦🇲🇽 Canada and Mexico exempt from reciprocal tariffs for now.
🇺🇸🇨🇳 US raises total tariffs on Chinese goods to 54%.
6.1 million Americans are behind on their mortgage, the highest in 20+ years.
The only way to fix this issue is for interest rates to come down, Trump and Bessent have made this a clear aim of theirs.
Yesterday the US10 year rate has come all the way down to 4%, off the 4.8% high from the week before President Trump came into office.
The way rates are being forced lower by the Trump administration is by injecting uncertainty into financial markets and cutting government spending, via DOGE.
The only way to fix this issue is for interest rates to come down, Trump and Bessent have made this a clear aim of theirs.
Yesterday the US10 year rate has come all the way down to 4%, off the 4.8% high from the week before President Trump came into office.
The way rates are being forced lower by the Trump administration is by injecting uncertainty into financial markets and cutting government spending, via DOGE.
Bitcoin is getting DESTROYED right now...
Markets across the board are melting down thanks to Trump’s tariffs.
👉 https://youtu.be/LvYJWRoL0uI?si=4SegjZQnExokJETB
Markets across the board are melting down thanks to Trump’s tariffs.
👉 https://youtu.be/LvYJWRoL0uI?si=4SegjZQnExokJETB
YouTube
Markets Are DUMPING… [How to Avoid Total Wipeout]
Bitcoin is plunging, and the entire financial market is on edge due to Trump’s tariffs.
This chart of USM2 / US Government Debt ratio needs to pick back up as the ratio is too low.
Indicating there’s too much government debt and not enough liquidity in the system.
Bessent’s moves to reduce the deficit might help—but it won’t be enough to monetise existing debt.
The Fed will be left with no choice!
Indicating there’s too much government debt and not enough liquidity in the system.
Bessent’s moves to reduce the deficit might help—but it won’t be enough to monetise existing debt.
The Fed will be left with no choice!
The Bitcoin Death Cross has arrived (200D SMA crossing above 50D SMA)!
But before you panic… the previous 2 Death Crosses this bull run were merely followed by consolidation and then a strong continuation up.
This isn’t the start of a bear market, just worst case another pit stop before the next leg towards the upside!
But before you panic… the previous 2 Death Crosses this bull run were merely followed by consolidation and then a strong continuation up.
This isn’t the start of a bear market, just worst case another pit stop before the next leg towards the upside!
We’ve just been hit by a shocking new twist in the markets: the US Debt crisis.This could make—or break—financial markets.
👉 https://youtu.be/9LGEVJvmXs0?si=1PnMdGfb_o4fKIwr
👉 https://youtu.be/9LGEVJvmXs0?si=1PnMdGfb_o4fKIwr
YouTube
NEW SHOCK HITS FINANCIAL MARKETS [US DEBT CRISIS ALERT]
A sudden blow to global markets threatens to trigger a chain reaction. Discover how this new US debt shock could reshape crypto and beyond.
BlockTalk
We’ve just been hit by a shocking new twist in the markets: the US Debt crisis.This could make—or break—financial markets. 👉 https://youtu.be/9LGEVJvmXs0?si=1PnMdGfb_o4fKIwr
FED MINUTES: MAJORITY SAID INFLATION COULD BE MORE PERSISTENT
This is decision time for the Dollar...
We’ve just seen a break down from multi-year support, and if we sustain this breakdown it, the $DXY should continue rolling lower.
This is an aim of Bessent in an attempt to goose the business cycle and boost US exports, aligning perfectly with the push to incentivize corporations to bring their supply chains and factories back to the US.
A weaker dollar is a big tailwind for risk assets as it should cause an easing of financial conditions.
We’ve just seen a break down from multi-year support, and if we sustain this breakdown it, the $DXY should continue rolling lower.
This is an aim of Bessent in an attempt to goose the business cycle and boost US exports, aligning perfectly with the push to incentivize corporations to bring their supply chains and factories back to the US.
A weaker dollar is a big tailwind for risk assets as it should cause an easing of financial conditions.