Публикации от стратези

Average Open-Close BTC price, Bi-LSTM 14d TA Index, Action (Strategy exposure)

To keep up with the latest crypto industry news, read the January 24th edition of the 2100NEWS WEEKLY CRYPTO REPORT

https://www.2100news.com/2025/01/28/2100news-weekly-crypto-report-300/

Prihaja zlato obdobje za Bitcoin in kriptovalute

🚨Po zadnjih podatkih je kar 52% američanov prodalo delnice ali zlato, da bi kupilo Bitcoin, 38% jih je po Trumpovi zmagi povečalo naložbe v kriptovalute, 77% pa jih namerava leta 2025 povečati naložbe v kriptovalute.🚨

Donald Trump je javno napovedal, da bodo ZDA postale globalno središče za kripto in umetno inteligenco. Izpolnjuje obljubo kripto skupnosti za hrambo kriptovalut in prepoveduje ustanovitvi CBDC (Central Bank DigitalCurrency)✅

SEC je uradno razveljavil dokument SAB 121, kar bankam omogoča skrbništvo nad Bitcoinom brez bremena evidentiranja digitalnih sredstev v lasti strank kot obveznosti v bilanci stanja.✅

Eric Trump, sin predsednika Trumpa, je nedavno podal idejo o "ničelni davčni politiki kripta" za ameriške kovance. S tem bi lahko odprava davkov na dobičke v kriptovalutah spodbudila inovacije, pritegnila naložbe in postavila ZDA na vodilno mesto.🚀 V ta namen smo povečali ponder kovancev baziranih v ZDA ter kovancev za katere je večja verjetnost odobritve spot ETF skladov.🚀

Prihaja zlato obdobje za Bitcoin in kriptovalute

Po zadnjih podatkih je kar 52% američanov prodalo delnice ali zlato, da bi kupilo Bitcoin, 38% jih je po Trumpovi zmagi povečalo naložbe v kriptovalute, 77% pa jih namerava leta 2025 povečati naložbe v kriptovalute.🚨

Donald Trump je javno napovedal, da bodo ZDA postale globalno središče za kripto in umetno inteligenco. Izpolnjuje obljubo kripto skupnosti za hrambo kriptovalut in prepoveduje ustanovitvi CBDC (Central Bank DigitalCurrency)✅

SEC je uradno razveljavil dokument SAB 121, kar bankam omogoča skrbništvo nad Bitcoinom brez bremena evidentiranja digitalnih sredstev v lasti strank kot obveznosti v bilanci stanja.✅

Eric Trump, sin predsednika Trumpa, je nedavno podal idejo o "ničelni davčni politiki kripta" za ameriške kovance. S tem bi lahko odprava davkov na dobičke v kriptovalutah spodbudila inovacije, pritegnila naložbe in postavila ZDA na vodilno mesto. V ta namen smo povečali ponder kovancev baziranih v ZDA.🚀

Po zadnjih podatkih je na voljo za narudarjenje le še 1,056.700 Bitcoinov od skupno 21.000.000. V naši strategiji Basic smo tudi naredili rebalans in povečali naložbo v Bitcoin in Solano.🚀

Another way to look at it from @CryptoJelleNL on X

Post 1/2

Despite very few updates from our side we are still active. The reason for the lack of new posts is that we are just sticking to our thesis that we have formed prior to the start of the bull market. Our conviction has been that there will be an alt coin season, which may or may not be true, only time will tell. However, we do believe that the time is at least somewhat running out. In our view we are in the last leg of the bull cycle and it will be a determining factor of how we will look back on this bull market.

There are multiple possible outcomes in our view. Either we get an alt coin season as we are expecting, similar to previous bull runs or there will be a huge disappointment in terms of how this bull run played out. Basically, if you are not one of the few people who have had a large majority of their holdings in a few coins such as $BTC, $XRP, $SOL, $BNB, $SUI, etc., then there is a good chance that you are either very far from your all time high in this bull run or even in the red, depending on when you have purchased your coins.

With this being said, we do realize that our holdings have been underperforming, because our thesis – at least so far – has been incorrect. The problem is that there are so many new token launches and meme coins that spread the liquidity between them, then there’s always “shiny new coins” that the liquidity goes to and the older projects or even projects that are actually building real products get left behind and forgotten. The latest offenders are $TRUMP and $MELANIA, which we see as a net negative for crypto markets in general, because they are just draining retail liquidity to the hands of the few and that liquidity most likely never returns to the market. 

Post 2/2

We will need huge amounts of liquidity for the alt season to properly start, multiples compared to previous bull runs, and even then it will be important where this liquidity flows. The problem in the end are the investors themselves, because they are impatient and want 100x or even 1000x returns over night instead of trying to grow their portfolios incrementally and that's why at least so far the liquidity has not flowed into major alt coins.

If anyone tells you at this point that they know where the market will go they are either lying on purpose or are overconfident in their truth. We can just try to predict, we cannot know, but in our view we have a few months left for the alt season to play out, before the period of low summer liquidity kicks in. If there will be an alt season we think it either happens in Q1/start of Q2 or towards the end of the year in late Q3/Q4. A lot depends on Jerome Powell’s speeches (one is happening tomorrow) and how traditional markets will react, we do not see a scenario where traditional markets go down and crypto markets go up.

There has been a lot of different talks, from pro-crypto administration in the US to the Strategic Bitcoin Reserve, ETF for $ETH staking and so on. The big picture has been the same when we zoom out, the global liquidity is still increasing and will continue to at least for the next few months, after that it is a bit more blurry, because the FED has already started reducing their balance sheet, but liquidity is coming from other sources.

As stated multiple times, we still believe in alt season, that is why we have not rebalanced our portfolio a lot, we still believe in $INJ the most, but only time will tell where we will end up. We will be switching $RUNE to $LDO, because Thorchain’s future is somewhat unclear at this moment and if $ETH staking ETF will happen then $LDO should perform well in theory.

We are keeping track on what is going on in the market on a daily basis, but as stated in the posts from the past, until our thesis changes we will not be making any major changes to the portfolio and are staying hopeful for the potential alt season.

Bitcoin video update.

https://youtu.be/YQYgwlaHdkA

Crypto Market Pulse 👀

• Markets started to recover👌
• Coinbase Premium is again positive ✅
• Bitcoin. exchange reserves continue to drop📉
• Turns out the DeepSeek panic was overblown😅
• MicroStrategy has acquired 10,107 $BTC for ~$1.1 billion🤯
• Japan’s Metaplanet plans to raise $745 million via stock warrants to buy more $BTC 💸
• Trump-backed World Liberty Financial bought another 3,247 $ETH worth $10 million💰
• After the rescinding of SAB 121, all global systemically important banks (g-sib's) entered a race to create Bitcoin product 👀
• US Senate confirms pro-crypto Scott Bessent as new Treasury secretary😉
• DeepSeek calls for a $180k - $220k bitcoin cycle top price by November 2025🚀

P.S. The fact that Trump continues to buy $ETH is extremely bullish for altcoins🔥

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