Diversitas

Crypto Market Pulse👀

• Sideways price action continues🤦‍♂️
• Fourth consecutive day of $BTC ETF inflows💰
• Swiss central bank cuts key interest rate by 25 bps👌
• Metaplanet appoints Eric Trump as a strategic advisor😆
• The first-ever Solana futures ETFs are launching today🤔
• Trump's Crypto Czar David Sacks met with the UAE to discuss Bitcoin and crypto🔥

We also got some positive $ETH news from the ETF issuers👇

• Retail negativity is way overdone😱
• Adjustment to include staking will be big👀
• They expect staking change to happen in Q2⌛
• Staking/yield will be a significant for tradfi💪
• They expect staking to drive $ETH ETF adoption🚀

Crypto Market Pulse👀

• Coinbase Preium is positive just like the ETF flows✅
• Fed holds benchmark rate in 4.25%-4.50% target rang🤔
• Fed will start shrinking its balance sheet at a slower pace👀
• The tightening cycle is coming to an end and the markets like it👌
• Trump does not agree and thinks the Fed would need to cut rates😅
• BlackRock head of digital assets "Recession would be great for $BTC "🔥

Looking at the charts, Bitcoin has broken above our trackline on the daily timeframe and is now retesting it as support. Altcoins are following suit, showing strong momentum. To optimize our positioning, we’ll perform a small rebalance—buying the altcoin dip and realigning the strategy to its original weights—preparing for the next phase of this bull cycle🚀

Crypto Market Pulse👀

• New highs in Global M2 money supply📈
• Germany plans ONE TRILLION in new debt🤦‍♂️
• ETF's bought $209.1 million worth of $BTC 🤑
• Japanese Metaplanet buys 150 $BTC for $12.5 million💸
• Long-term holders acquired 167,000 $BTC in a month👀
• 83% of institutions plan to increase their crypto allocations in 2025🤔

P:S. Please do yourself a favor and watch Bo Hines, Executive Director of the President's Council of Advisers on Digital Assets, and see what he has to say about $BTC strategic reserve. It's hard to be bearish, higher prices are very obvious to those paying attention👇

https://x.com/BitcoinNewsCom/status/1902074881065279878

Crypto Market Pulse👀

• Positive Coinbase Premium✅
• $274 million flowed into $BTC ETFs🤑
• Strategy bought $10 million worth of $BTC 💰
• The crowd is scared and there are calls for bear market all over X😱
• Never has the crowd been right about the direction, the markets always move into the opposite direction🤔

The level of fear is so extreme that the market has completely overlooked weeks of bullish news. If Jerome Powell hints at a dovish shift tomorrow, we could see a sharp move higher📈Finally, Looking at the weekly chart, the parabolic uptrend remains intact😉

1. Market Overview

Our holdings continue to consolidate tightly around our trackline, with just a small push needed to regain bullish momentum. A breakout from this range could quickly turn sentiment around.

There are several potential catalysts on the horizon, but two stand out:

• The upcoming FOMC meeting
• The completion of Strategy’s $21 billion raise and the start of their Bitcoin purchases

While the Fed is not expected to cut interest rates this week, Polymarket data shows a 100% probability of a rate cut before May—a move that would be bullish for risk assets🤔

What we need to keep in mind is that markets tend to position themselves ahead of major events. This means a shift into risk-on assets could be closer than most expect. In fact, we don’t even need an actual rate cut at this week’s FOMC meeting—a simple dovish tone from Jerome Powell could be enough to push markets back up👀