Clarity Act Clears Committee, Sparks Potential Bull Market
The Clarity Act passed the Senate Banking Committee today and moves forward to the Senate. It's the biggest, and historical, bill for the entire industry and can be a strong trigger for the upcoming bull market. What's next? - The committee vote was passed by 15-9. - The bill moves forward to the Senate to be voted on. It will be merged with the earlier version, although a lot of amendments have been applied to it since January. It won't be as easy to be getting it through the Senate, as it will require a lot of Democrats to vote for it. Today, 2 Democrats voted yes during the Committee vote. - If there are 60 votes saying 'Yes' in the Senate, it will move further to the House, which is a formality. - House reconciliation --> House has approved an earlier version, very likely this will be approved too. - Presidential Signature - Agency rulemaking --> which, just like the GENIUS Act, takes 1-2 years before it comes into practice, but ultimately leads to a lot of new innovation and liquidity within the markets. The stablecoin markets have rocketed since the approval of the GENIUS Act. Ultimately, it's not going to bring a vertical bullish market for #Bitcoin and #Altcoins, but it, as a matter of fact, is very bullish for the entire industry. - #Altcoins are clearly classified a commodity or security, which is positive if most of them become a digital commodity rather than a security. - DeFi becomes more safe and must-have protections are written in law, which opens the door for more developers and institutions to be exploring use case within the DeFi sector. - Institutional unlock: pension funds, allocators and more are now able to allocate funds within this market. Price is the one leading the narrative, and this event of today can cascade further onto the markets and provide a short window of upwards momentum. I'll stay fully allocated towards #Altcoins for my personal portfolio, as this is the window where the returns are going to be made.
Volatility Trading Offsets Loss, Beats BTC Since Inception
Over the past month, the fund's return was -5.08%. A challenging month, in which multiple protocols have seen challenges. $TAO, $AAVE, and $SUI all faced their challenges and have shown strong resilience since then, but ultimately ended up with a negative return...
Top Strategist Declares Bitcoin a Failing Speculative Monster
I sat down with Michael Green, Chief Strategist at Simplify Asset Management, former Logica Capital, ex-Thiel Macro. The man who built the passive investing critique that broke Wall Street's biggest assumption now has Bitcoin in his crosshairs. "Bitcoin's system is a failure....
NEAR Poised for Breakout to $2 Despite Altcoin Slump
It's very likely that we'll see a strong continuation of the markets coming period as #Altcoins have been obliterated over the past period. Strong breakout of $NEAR earlier and I would assume that there won't be a clean retest at $1.41. Markets...
SUI Poised for Upward Continuation Toward $1.75
Markets tend to break up in a violent move, and then it stalls for a little bit, so the markets can get back to the new normal. This is what $SUI is doing. It broke upwards massively, strong move, and now...
Price Leads, Narratives Follow in Crypto Markets
Narrative follows price, not the other way around. Price continues to go down for $ETH, so there's a narrative being built up that the CLARITY Act approval will likely end up being bad for Ethereum, so price continues to fall...
Bitcoin Holds Above $76K, 21‑MA Key Support
The daily update on #Bitcoin. Essentially, there's still no change of momentum and trend. Clearly, the markets are heading upwards for more tests there. The 21-MA is a crucial level to look at. The $76K area is a crucial support zone that...
Altcoins Poised for Big Upside as Bitcoin Climbs
There's significantly more upside to come for #Altcoins. Most of them have barely moved against $BTC. Literally almost nothing. Quite often, these moves are violent and fast. They are not gradual as hype cycles are short-lived. That's why you position before the actual move...
Bitcoin Poised to Surge Past $85K, Not Collapse
There's clearly no reason to expect #Bitcoin to fall, out of nowhere. There's the general consensus that we're in a bear flag and that we must see $50K later this year. How so? Didn't we have to see no new ATH before...
BTC and Gold Trade Off: Inverse Correlation Revealed
I think the most valuable chart is the valuation chart for $BTC vs. Gold. Both assets are fighting for the same pie, and when one runs, the other one usually stalls. That's what we saw in Q4 last year: Gold rallied, and...
Hybrid Fund Boosts Bullish Outlook for Early Crypto Era
The fund team traveled to @consensus2026 last week. It's been a fruitful week, and despite not running a market-neutral strategy, I'm very positive about the future of this industry. Our directional hybrid fund is perfectly positioned to navigate the constantly changing market...
Bitcoin's Bear Thesis Overcrowded; Fundamentals Remain Strong
The most overcrowded thesis right now is that #Bitcoin makes a bear flag and that we're going to bottom out in October '26. Literally all over my timeline. I don't think that it's a feasible thesis to expect when everybody expects it. Aside...
NEAR Holds Above $1.41, Eyes $2 Resistance
I've mentioned before that the breakout of $1.41 is important for $NEAR. It broke upwards, and therefore, it's in a new range of support and resistance zones. As long as the price stays above that $1.41 area, the next resistance zone is...
Upward Bitcoin Trend Persists Despite Small CME Gap Corrections
There's still a small CME gap beneath us, so it's not surprising that we're seeing some corrections in the markets for #Bitcoin. Other than that, the trend remains upward. The 21-MA is below the current price; there's still a lot of momentum,...
Bitcoin's Peak Marks the Crypto & AI Bubble
How frightening this might look, I don't think we'll top soon on the $NQ. It's clearly running upwards, and there's still a lot to gain. Compare this period to mid 1928 or 1998. The next #Bitcoin peak is going to be the...
Crypto Poised for Upside as Risk Appetite Rises
I do have reason to believe that literally the only asset class with significant upside is #Crypto. It's been lagging behind heavily, and the reason for that is simple: it has the most risk within the asset classes. Therefore, there's more...
Low Crypto Interest Signals Strong Portfolio Opportunity
Of course, I've been in a terrible place when it comes to my personal portfolio. I've questioned myself many times whether I should continue to hold the #Altcoins. I've been questioned many times whether it would be successful. Overall, I do...
Bullish Crypto Boosts Liquidity, HYPE Targets €49
If the markets turn to be more bullish on #Crypto, more liquidity will come in. More liquidity means that there's more trading, and more trading means more retail people are interested and therefore, trading venues generate more revenue. Clearly a no-brainer...
TAO Shows Rapid Recovery After Major Setback
It's not that often that a protocol is have a significant negative event causing brand damage and network risk, that is having such a strong resilience. $TAO literally proved itself. Price fell down, but within a month, price closed the...
Take Profits: Trim Altcoins to Hedge and Boost Returns
'Why are you considering selling your #Altcoins in the coming run?' Because they won't go up forever. Most of the people are looking to hold them for a 10/20x and refuse to sell atleast a portion when something goes 5x and might...
Bitcoin Faces Key Resistance at $86‑88K and $93‑95K
There are two crucial resistance zones for #Bitcoin to monitor. - $86-88K. - $93-95K (at the 50-Week MA). In any first rally of the bull cycle, you'll see resistance around the previous support level and/or the 50-Week MA. Has been the case in...
Bitcoin's 21‑MA Below Price Signals More Upside, Altcoin Gains
The question is: How long does #Bitcoin continue to go up, to give #Altcoins space to continue to run? Well, as long as the daily 21-MA acts beneath the current price, there's more legroom to go. I do think that...
Altcoin Rally Returns, but Profit‑taking Soon
The fact that #Altcoins are moving upwards, is both good and bad. The good part is that there's finally momentum back in the markets and that opens the door for new interest from investors and therefore more liquidity going into #Crypto....
OP Shows Bullish Divergence, Poised for Multi‑Month Upswing
Multiple projects start to trend upwards, and, I'm quite happy, $OP is one of them. The bottom was made with the bullish divergence earlier in April. After that, a structural higher low and higher high was made, and a clear breakout...
ETH Likely to Stay Low Until CLARITY Act Approval
The markets are still not giving $ETH much value. It broke down, which is understandable, and it might make a potential scenario that we're going to continue falling until the CLARITY Act is approved. The start of the War signaled the bottom...
Realized Value Ratio Signals Bitcoin Bear Market Bottom
This is a fascinating chart. It's the short to long-term realized value ratio on #Bitcoin. It basically signals bear markets and detect when bottoms are on the horizon. If you look at the charts, it's providing signals that are similar to the previous...
Bitcoin Must Stay Above $76K to Sustain Rally
#Bitcoin is doing just fine, however it needs to hold above $76K to avoid a breakdown of this entire upwards structure. I do think that it will hold, and that we'll continue to rally, especially given that there's still the 50-Week...
Sui Enables Cheap, Seamless AI Agent Transactions on Blockchain
$SUI aims to build an ecosystem that's so robust that you don't need to swap between chains and if you want to swap, it's completely seamless. @RaoulGMI beautifully explained the thesis for $SUI earlier today. The future belongs to AI Agents. The...
Crypto Finds Product-Market Fit Amid Bear Market Optimism
It’s been my first time to Consensus Miami. Such an eventful week. - Recorded five episodes. - Went on stage at the main conference twice. - Joined several quality side-events to network & speak at those. First time for the team to be recording...
Crypto's Real-World Use Cases Spark Renewed Bullish Outlook
To be fair, I’m more bullish on #Crypto than ever. There are so many applications and use cases being built that actually make sense, which didn’t make sense previous years. Glorious times are ahead of us, which are well worth...
Bitcoin Consolidates, but Bullish Trend Points to Upside
Yesterday, I mentioned that it wouldn't be a surprise if $BTC consolidates for a second. This is currently taking place. Assets trend in waves. #Bitcoin has seen multiple days of momentum upwards, so it's not strange to expect it to consolidate...
Altcoin Rally Signals Possible End of Bitcoin’s First Surge
Sooner or later we'll be cheering on the strength on #Altcoins again, and there is going to be the debate of #Bitcoin crossing $100,000 soon. That's probably a sign that we're in for a short-term correction. As a matter of fact, the...
AI‑Crypto Protocols Poised to Outpace Struggling DeFi
The money flows back into the protocols that had the momentum prior to the market crash. That's why I expect AI #Crypto protocols to be doing really well. Other than that, DeFi protocols have taken a large hit, so it requires...
NEAR Gains Momentum, Poised for New BTC‑Pair Highs
$NEAR is heating up for more momentum technically. For the first time in a long time, it's creating higher highs, higher lows on the $BTC pair. On top of that, the 21-MA is crossed on multiple timeframes indicating that we'll see more...
NAORIS Gains Momentum with Quantum‑Resistant On‑Chain Solution
$NAORIS is gaining momentum as price starts to go up. They are building a quantum-resistant layer from scratch, which inevitably is required to becoming a solution for the future of on-chain transactions. Of course, it's not clear whether they'll be a winner,...
Nasdaq Leads, Bitcoin Inflows Surge, Altcoins Follow
There we go. Nasdaq moved first, volatility goes down, so #Bitcoin moves. #Bitcoin had more than $1 billion in inflows in the first few days of the month. Now, just days after, #Altcoins are following through.
ARB Correction Temporary; Bullish Impulse Expected Soon
Even though we've seen a strong correction on $ARB, the structure remains intact. I don't think we'll see a strong bear market move. As a matter of fact, I do see that we're going to have another strong impulse to the upside....
Bitcoin Undervalued as Altcoins and Nasdaq Lag
During crashes: - #Altcoins go down first. - #Bitcoin follows. - Nasdaq comes after that. We've had that part. Now, oil is peaking, Gold has peaked. The volatility goes down on Gold, means that the risk of holding that asset is decreased. That means that allocators...
SUI Poised for Mean‑Reversion Breakout, Target $1.75
A lot of protocols are ready to do a 'mean reversion' trade. This means that they'll follow $BTC in its footsteps and have a relatively strong run. Stronger than Bitcoin percentage-wise, as the higher Bitcoin goes, the more confidence there is. One...
Eurodollar Crisis Drives Bitcoin Toward $1 Million
I sat down with Nik Bhatia, ex-Treasury bond trader, USC professor, and author of Layered Money and The Bitcoin Age. While Bloomberg's Mike McGlone is calling Bitcoin to $10,000, @timevalueofbtc says $1 million is coming sooner than anyone thinks. "The US built...
Bitcoin Beats Gold as On‑Chain Trading Cuts Costs
I'm super happy to see traditional assets coming on-chain. The primary reason is that everything is getting cheaper to trade, and swapping or building strategies across multiple assets is way cheaper, especially now that platforms like @GMX_IO enabled 24/7 trading of...
Fearful Bitcoin Dip Is Prime Buying Opportunity
A lot of people don't like to buy #Bitcoin at these levels as they feel scared. The fun part is: that's actually the best period to accumulate Bitcoin. Once you'll feel comfortable buying Bitcoin, a lot of other people feel the same,...
Skip AI Hype, Find Alpha in Crypto Compute Protocols
A lot of people are jumping on the hype bandwagon of AI. However, buying Anthropic, OpenAI, or any of those companies isn't yielding any alpha anymore. It's a crowded, over-hyped trade and then, the alpha is far away and the risks...
ETF Inflows Boost Bitcoin Past $80K, Rotating From Gold
ETF flows are back in the markets, and the markets are turning upwards for #Bitcoin. Clearly above $80K since yesterday, and I assume we'll continue to see more strength coming in over the course of the next few weeks as there's...
Patience Pays: Diversify After Altcoin Gains
I'm not losing any 'faith' in my #Altcoin portfolio. Things require time and patience will be rewarded. Sometimes, the longer you remain patient, the better the reward will be. Regardless of that, I'm completely aware of the risk that I've been...
Stop Timing Markets; Allocate Now Before Bitcoin Soars
People always try to predict bottoms and try to buy at the exact bottom. People also calculate their portfolio value towards their latest ATH. Both of them are incredibly bad for your performance and return overall, as they influence your emotional behaviors...
Bitcoin's $80K Rejection Signals Consolidation, Not Crash
#Bitcoin rejects harshly at the $80K area. That doesn't mean that we're going to crash. Not at all. It seems very likely that we'll consolidate a little bit more and continue to grind upwards after that. The structure on lower timeframes remains...
Don't Chase Trends—Spot Hidden Altcoin Opportunities Now
During extreme periods of price action, the only assumption and crowded view is that the markets continue to trend in that exact same direction. That's also what we see right now. 'Bitcoin must go to $30K.' 'All #Altcoins are shitcoins.' Well, these things could...
Only Revenue‑driven Altcoins Will Thrive, Others Lag
Will #Altcoins make their comeback? I do think so. And I don't think so. Just like any cycle, most of the altcoins that existed from the previous cycle will not come back. Some flawed systems like buybacks were used to inflate the price of...
Bitcoin May Hit $95K, Start Bull, DCA Recommended
What are the odds of a bull market from here? I've tweeted this earlier, however, the crash of #Bitcoin to $60K has been one of the strongest corrections in its existence. Not on percentage dropped, but on the impact on all indicators. In...