1) Tapped $870B 2) Wicked just under the 17 May low 3) Popped back to base
- Targets stay the same: eye a $950B-$1T retest. Once there, I'll judge the retest print and candle muscle, trimming part of the stack.
No fresh alpha. Only kicker: everything rips quicker if BTC nukes that daily RSI bear-div today/tomorrow — needs a clean close above $111 000, no nasty dips.
The market is moving and has reached a new high... but what's next?
⭐️O Allah, we know nothing except what we have done. Throughout the past period, I have been calling for positivity in the market and sharing with you all the data behind the charts, linking them to the reality on the ground, and the result, praise be to God, is before us.
⭐️ When the market corrections occurred and everyone was afraid, we confirmed and said that these corrections were positive so that the rise would continue, and the result is also before us.
⭐️ If we compare the current rise of BTC with the rise of 2021, then according to these movements, the strong resistance for Bitcoin is 115-118, and from there we will see a little calm in the market before the movement continues for currencies.
⭐️ Liquidity will not remain in Bitcoin all the time and will gradually move to alternative currencies, including ETH, which is considered the leader of alternative currencies. Its exit from the 2800 area will give greater rise to the market currencies.
#total #total2
⭐️This represents the liquidity of the market as a whole and We notice how it has bounced back from previously identified areas, but more importantly for #total2 currencies.
⭐️ Currently, we are close to strong resistance areas, and a breakout above them is likely to maintain FOMO in the market. We must see an acceleration in the pace of positive events.
Conclusion: All current movements are positive and in favor of altcoins, and we will see a greater acceleration in currency movements.
For those with small capital and fearful of the current movements, you can gradually raise your stops on your currencies so that you do not lose a large portion of your capital in the event of a sharp and sudden drop in the market.
Standard Chartered: Governments are investing in Bitcoin via Michael Saylor’s Strategy shares.
▪️In Q1 2025, government entities increased their holdings in Strategy (formerly MicroStrategy, ticker MSTR), which holds around 2.6% of all existing Bitcoin, according to a Standard Chartered report citing newly filed SEC disclosures.
▪️The bank called positions in U.S. Bitcoin ETFs “disappointing,” while the increase in investments in Strategy was described as “encouraging.” For example, the Wisconsin state pension fund fully exited its position in BlackRock’s Bitcoin ETF (IBIT), equivalent to 3,400 BTC. Meanwhile, Abu Dhabi’s sovereign wealth fund Mubadala increased its IBIT holdings from the equivalent of 4,700 BTC to 5,000 BTC.
▪️The report focuses on Strategy shares as a proxy investment in Bitcoin. In some jurisdictions, this serves as a workaround to restrictions on direct crypto ownership, the bank notes.
▪️In Q1, increased holdings in Strategy came from the Norwegian sovereign fund, Swiss National Bank, South Korean state funds, and state pension funds of California, New York, North Carolina, and Kentucky, totaling around 1,700 BTC in equivalent value. France and Saudi Arabia acquired Strategy shares for the first time — a sign, analysts say, of expanding sovereign interest in Bitcoin.
▪️Standard Chartered analysts believe this trend supports their forecast of Bitcoin reaching $500,000 by the end of Donald Trump’s presidential term in 2029.
▪️“As Bitcoin becomes more accessible and less volatile, investors will gradually move toward an optimal allocation [of Bitcoin] in their portfolios,” they write.
▪️The chart shows the growth of combined sovereign positions in U.S. Bitcoin ETFs and Strategy shares (in 1,000 BTC equivalents) from late 2023 to Q1 2025. Source: Standard Chartered.
Record Institutional Inflows into Bitcoin and Ethereum!
Cryptocurrency ETFs had a historic week with net inflows of $785 million:
• $557 million inflows into Bitcoin funds • $205 million into Ethereum funds
Year-to-date inflows have exceeded $7.5 billion, a clear sign of continued institutional momentum in the crypto market.
⏺️ BlackRock's IBIT Fund Exceptional Performance The IBIT Fund recorded an estimated daily trading volume of $3 billion, reflecting the strong demand for Bitcoin from major investors and financial institutions.
$BTC One of the better "indicators" this cycle are ETF flows to determine strength or weakness at local tops or bottoms.
Generally, when we see big inflows after a big run, but price is refusing to move up further, we tend to make a local top.
The opposite is true when we see big outflows after a large correction and price is not dropping further on those outflows.
In both cases this means that there's a lot of absorption going on and there's participants using these ETF flows to fill only for price to reverse when the buying pauses.
So yes, ETF flows can be good for momentum, but also be on the look out for price actually following through.
tl;dr Big inflows and no price continuation up = Bearish Big outflows and no continuation down = Bullish.
Besides the recent $ETH outperformance against $BTC, we can see on the TOTAL3/BTC chart that most alts are still struggling heavily against BTC and have barely bounced.
It really is a game of rotations and quick narratives this cycle. There's simply too many coins for a market wide outperformance against BTC for a prolonged duration.
This is why I think a portfolio should always have a base allocation into BTC and when necessary, you can hop onto momentum and high conviction plays with some of your BTC stack.
When Bitcoin dominance rises, it means that funds are moving toward Bitcoin and neglecting other altcoins. This often happens when:
•Altcoins fall or fluctuate weakly •Investors prefer the relative safety of BTC during periods of fear or correction
When dominance declines, it's an indication that: •Liquidity is shifting from BTC to altcoins •We may witness an "altseason" wave and strong gains for a number of projects
Always monitor the dominance indicator, as it charts the market's liquidity!
Please manage your risk and don't rush into waves without technical confirmation ✨.
$BTC Has slowly been crawling back up into the green area on the Rainbow Chart 🌈
With lower highs each cycle, I think we could already be very happy if price were to visit the green-yellow region this time around. Especially seeing how mature and large the market has become.
Cycles are slower and less extreme than before. This does make it easier to weather the volatility but it also diminishes the insane gains we might have seen in previous cycles.
During the past month, 57 out of the top 100 altcoins have outperformed $BTC .
So even with an insane 1-2 weeks like we've seen, you can see how the outperformance still isn't as broad as it might have been during previous cycles during altcoin runs.
The past year, only 27 out of the top 100 coins have outperformed Bitcoin.
🇺🇸🤝🇨🇳 Trump expresses willingness to travel to China.
In a move that could reshape trade relations between the world's two largest economies, President Trump stated that he is willing to travel to Beijing for direct negotiations with the Chinese president. ✈️📉📈
Will we see a breakthrough in the trade war soon? 🌍💼.