Post degli Strateghi

Crypto Market Pulse 👀

• Given the high demand, Microstrategy upsized their offering of 0% convertible bonds due 2029 from $1.75 billion to $2.6 billion🤑
• They are about to buy $2.6 billion worth of $BTC 💸
• Yesterday, $773 million flowed into $BTC ETFs👀
• Our altcoin holdings continue to impress with development, new highs are just a matter of time🔥
• Injective launched iAgent, a groundbreaking SDK that enables anyone to create their own on-chain AI agent🤖
• Soon they will launch a bridge between Solana and Injective👌

With companies like Injective and Almanack releasing AI agents, the DeFi space is poised for an exciting transformation in the coming months. On-chain activity is expected to surge, driving significant growth in the revenues of decentralized exchanges and AI platforms. The next phase of innovation is upon us, and things are about to heat up!😉

History doesn't always repeat itself, but it often rhymes. 

And history states that the last two #altseasons started after three consecutive weekly closes over the last $BTC weekly high.

$PEPE $BONK $DOGE $SHIB $WIF

Finally took the profits we can have a shallow pullback from BTC. Nothing major but alts can do a -20%

We will position ourselves for the mega Altrun that is coming. Probably beginning of Dec the pivotal timing to go all-in alts.

Our Halal Crypto Index is currently at $98k, with a 46% gain for our earliest investors.

I mentioned this to a friend this morning, who said everythings going up so is not that impresive really. I thought fair enough, this has never been a get rich quick plan so no point comparing against the performance of a handful of outliers. Instead I decided to compare against other portfolios and here is what I found.

The largest portfolio on Iconomi is something called the Blockchain Index (black line on chart), which has over $18 million invested in it and over the past 6 months has returned its investors 14.48%. Our Halal Index (green line on chart) in the same 6 month period has returned 32.03%, more than double!

If you’re still on the fence, dont wait until BTC hits $100k. You may not be in a better position then.

Altcoin versus Bitcoin $BTC observation: liquidity is still moving away from risky bets and into Bitcoin. This may not change until Fed pivots to more dovish stance and money printing.

Another day and another ATH for $BTC .

Normally marginal higher highs are technically weak.

But due to heavy sell-walls and big institutions buying, this might be an 'upward consolidation' before spiking through 100k usd...

Crypto Snapshot: Latest News and Trends  

📈 Market News:  

• Bitcoin ($BTC) surged toward $100,000, propelling the global crypto market cap back to $3 trillion, a level unseen since 2021. The rally is buoyed by speculation over potential nation-state Bitcoin adoption. (Forbes)   
• The global cryptocurrency market’s total market capitalization revisited its peak of over $2.9 trillion from November 2021, reflecting renewed investor confidence. (Forbes)   
• On the other hand, Ethereum ($ETH) struggles with institutional adoption, raising concerns about its ability to maintain competitive momentum against Bitcoin. (Forbes)   

💸 Money Flow:  

• Repaid creditors are speculated to cash out Bitcoin ($BTC) in large volumes, potentially flooding the market and driving prices lower. (Forbes)   

📜 Regulatory News:  

• The SEC approved rule changes for listing Bitcoin ETFs by major players like NYSE and Cboe. This milestone reflects growing mainstream crypto adoption. (CNBC)   
• Despite approving new ETFs, the SEC reminded investors of the risks involved in cryptocurrency investments. (Forbes)   

🌐 Adoption and Usage:  

• The launch of new ETFs marks a win for crypto integration into mainstream finance, cheered by investors worldwide. (Forbes)

🧠 Other Interesting Information:  

• The odds of the U.S. creating a Strategic Bitcoin Reserve jumped from 22% to 38% after a state introduced a bill supporting the initiative. (Forbes)   

What if the future of blockchain lies in space?

Hedera Hashgraph ($HBAR) isn’t just innovating; it’s revolutionizing.

From partnering with SpaceX to enable crypto transactions in orbit, to powering global enterprises with lightning-fast, energy-efficient solutions, Hedera is setting the stage for blockchain 2.0.

What’s next for them? Read our full analysis 👉HERE

The cryptocurrency market has experienced a resurgence since the U.S. presidential elections. The incoming administration is expected to be significantly more favorable toward the crypto space. After enduring four years of regulatory challenges, the landscape is shifting, and we anticipate a stream of positive developments in the coming years.

The reversal of Operation Chokepoint, led by SEC Chairman Gary Gensler, is expected to stimulate increased investment across the crypto economy. It has been just two weeks since the U.S. election, and the crypto market has already responded with a 30% increase in total market capitalization.

This week, the total market cap, represented by $TOTAL, finally surpassed its all-time high from 2021. A deeper analysis reveals that the majority of this growth has been driven by Bitcoin ($BTC), which is now approaching the psychological $100,000 mark. Fueled by the popularity of Bitcoin ETFs and robust institutional buying, Bitcoin's dominance has risen to 60%. With nearly a $2 trillion market cap and a more favorable environment under the new administration, the future looks promising for Bitcoin and the broader cryptocurrency market.

In contrast, the total market cap of altcoins, represented by $TOTAL2, remains 40% below its all-time highs, while the market cap of smaller altcoins, denoted by $OTHERS, still needs to grow by 70% to reach its peak from 2021.

At Incrementum, we remain bullish on Bitcoin’s prospects for 2025 and beyond. However, we are even more optimistic about the potential of smaller altcoins, which have been systematically suppressed under the previous U.S. administration. 🚀

The cryptocurrency market has experienced a resurgence since the U.S. presidential elections.

The incoming administration is expected to be significantly more favorable toward the crypto space.

After enduring four years of regulatory challenges, the landscape is shifting, and we anticipate a stream of positive developments in the coming years.

The reversal of Operation Chokepoint, led by SEC Chairman Gary Gensler, is expected to stimulate increased investment across the crypto economy. It has been just two weeks since the U.S. election, and the crypto market has already responded with a 30% increase in total market capitalization.

This week, the total market cap, represented by $TOTAL, finally surpassed its all-time high from 2021.

A deeper analysis reveals that the majority of this growth has been driven by Bitcoin ($BTC), which is now approaching the psychological $100,000 mark.

Fueled by the popularity of Bitcoin ETFs and robust institutional buying, Bitcoin's dominance has risen to 60%. With nearly a $2 trillion market cap and a more favorable environment under the new administration, the future looks promising for Bitcoin and the broader cryptocurrency market.

In contrast, the total market cap of altcoins, represented by $TOTAL2, remains 40% below its all-time highs, while the market cap of smaller altcoins, denoted by $OTHERS, still needs to grow by 70% to reach its peak from 2021.

At Incrementum, we remain bullish on Bitcoin’s prospects for 2025 and beyond. However, we are even more optimistic about the potential of smaller altcoins, which have been systematically suppressed under the previous U.S. administration. 🚀