Valéria Garcia

🇧🇷 Lula vs. Bolsonaro: What could change for cryptocurrencies?

With the elections approaching, many people want to know how each candidate plans to deal with the crypto market.

🔴 Lula

During his administration, the Central Bank made progress on cryptocurrency regulation, introducing more requirements for exchanges and overseeing transactions more closely.

The goal is to make the market safer and combat financial crime. On the other hand, these rules also increase the obligations of companies in the sector.

🔵 Flávio Bolsonaro

He supports an economy with less bureaucracy, lower taxes, and greater freedom for businesses.

But keep in mind: despite this economic stance, no specific proposal has yet been confirmed on cryptocurrency taxes or a national Bitcoin reserve.

And what really matters to investors?

The next government could influence crypto taxes, exchange regulations, and how easy it is to invest in this market.

💬 In your opinion, does Brazil need more regulation or more freedom for the crypto market?

This isn't a chart of AI stocks or altcoins.

This is Bitfinex whales' long position in ETH, which is going absolutely vertical.

Do they know something?

$750 billion wiped off the U.S. stock market in the last 3 hours, as oil hits a 3-week high.

Brutal.

The rotation of money from Silver to Bitcoin has begun.

Solana is forming a bullish triangle pattern on the monthly timeframe.

If this breakout occurs, we could see the next leg up.

URGENT: 🇺🇸 Injective's CEO met with White House, SEC, and CFTC officials to bring regulated tokenized assets to the U.S.

URGENT

🇺🇸 US PPI BASE CAME IN AT 5.2%

EXPECTATIONS: 4.3%

Bitcoin is getting rejected from the $81k mark repeatedly. On the flip side, we could see a correction in the stocks at any moment.

This is NOT looking good, fam.

We need a US-Iran peace deal ASAP.

🚨 LATEST NEWS: @Solana co-founder @toly has been appointed to the U.S. Innovation Advisory Committee @CFTC, along with other industry founders, including Ripple CEO Brad Garlinghouse and Uniswap founder Hayden Adams.

🇧🇷 LATEST NEWS: Brazil reintroduces a bill to create a Strategic Bitcoin Reserve, allowing the country to acquire up to 1 million $BTC.

Now it makes more sense

🚨 The US employment data shocked everyone.

After Kevin Hassett's comment yesterday, everyone expected a release of weak results.

But exactly the opposite happened.

The unemployment rate was 4.3%, compared to the expected 4.4%.

The US economy created 130,000 jobs in January, the highest number since April 2025.

The US private sector created 172,000 jobs in January, the highest number in a year.

This was a quite positive employment report, which means that interest rate cuts in March are likely off the table.

Bitcoin is holding above its long-term support channel.

Pray that this holds, otherwise we're screwed.

Bitcoin NEVER closed January and February in decline.

🚨URGENT: Michael Saylor's Strategy is just 1.8% away from going into the red with its Bitcoin holdings. The Strategy holds 712,647 $BTC worth US$ 55.72 billion, acquired at an average price of US$ 76.038. At the peak of US$ 126 thousand, its holdings were valued at US$ 81 billion, although it had 70 thousand Bitcoins less.

BINANCE WILL BUY $1 BILLION IN BITCOIN🚨

According to the company's official announcement, Binance will convert the stablecoin reserves of the SAFU fund, estimated at around US$ 1 billion, into BTC, and the process will be completed in the next 30 days.

Will it be enough to contain the drop?

For those who just arrived, know that drops of 30%, 50%, or even more are normal for Bitcoin.

The biggest challenge was never buying. It was having enough conviction not to sell and to continue investing — even when everything indicated that the most sensible thing was to exit.

Global liquidity continues to reach new highs.

Whenever this has happened in the past, the ETH/BTC pair skyrocketed.

Optimist: The Fed will inject US$ 55.36 billion in liquidity over the next 3 weeks.

📉 REAL INFLATION IN THE USA HAS ALREADY FALLEN — BUT ALMOST NO ONE NOTICED

Real-time inflation in the USA is already at ~1.6% (Truflation), while the official CPI/BLS data still shows 2.7%.
This lag matters a lot.

The official CPI looks to the past.
Truflation measures prices in real-time.

Historically, Truflation anticipates the movement of the CPI. In 2021, it warned before the inflation explosion. Now, it signals the opposite: inflation has already fallen below the Fed's target.

At the same time:
• Economy slowing down
• ISM below 50
• Bankruptcies on the rise

Result: the Fed may be reacting to old data, while the market is already pricing in monetary easing in 2026, with interest rate cuts and more liquidity.

That’s why the narrative changes before the official data.
Markets look ahead. The Fed looks back.