The Crypto Voice

Sometimes we find ourselves in market situations that seem to be undefined at first glance. But there are helpful tools to get an idea.

One of the most reliable indicators to measure at which state of the Bitcoin cycle we are, is the CBBI Index.

It's basically an index of several selected indicators which all represent different technical and fundamental ideas about current state of the Bitcoin market. This makes CBBI comparably resilent because it doesn't focus on just one aspect at a time but many.

Every single time CBBI confidence was closing in on 100, a major cycle top happened.

And everytime CBBI was below 10, the market offered the best buying opportunites.

Right now we are sitting at a CBBI confidence level of 77. So there is still some air.

I'm finally back.

So the bullmarket on altcoins can continue now. Especially Solana should again become one major driver in anticipation of a SOL Spot ETF in July. Approval odds are at 95% now. So floodgates to be opened up for further institutional capital.

SOL Chart is already showing momentum with a clean cup & handle formation. RSI & MACD also forming bullish crossings.

If resistance at ~175 USD is broken, then there is a lot of clear sky ahead.

I have seen many failed launches in recent months.
But $ZORO showed that there still is high potential for success when things are being managed the right way, meaning:
enough liquidity, good social support, good marketplaces, a strong narrative and smooth execution of all distributions.

Obviously there was selling pressure too, but that got absorbed quickly and created a nice floor, comfortly about 2x above launch price.

Even in today's weak market $ZORO further establishes the current support level.

Very healthy.

Recently bought a decent $SEI bag.

With the Giga upgrade on the horizon, SEI will harness 5 gigagas per second—fifty times faster than any mainnet today.

Its parallelized EVM in Sei v2 promises a flourishing ecosystem for DeFi and gaming, already boasting over $200M in total value locked. Only Sonic is capturing TVL in higher magnitude recently.

Race for Layer 1 is in. I‘m sure this will be a main narrative.

Would you buy this? Asking for a friend. $OM 👀

Let’s talk about @zorotechnology.

$ZORO aims to fuse AI, robotics, and blockchain into something groundbreaking. Think decentralized machine learning with a twist of zero-knowledge proofs (ZKPs).

Imagine a system where machines learn and operate securely, powered by blockchain for transparency and ZKPs to keep data private. It’s like giving robots a brain that’s both smart and discreet.

And behind that machine brain stands a highly talented team around CEO Chetana Desai with roots in NEAR and Microsoft.

Exciting setup imo. 🧐

Markets are bleeding, but here’s the bull case:

Trump’s tariffs could spark a short-term price pop, forcing the Fed to slash rates. Why should they do this? Inflation numbers alow it (under 2% according to Truflation).

Lower borrowing costs + resilient consumer spending = rocket fuel for stocks.

Also: $BTC and Crypto as a whole showing surprising resilience.

For me buying-time just sparked after dust settling.
"Buy when there is blood in the streets"*

*no financial advise

Arguably one of the biggest bets on $BTC is being made by Michael Saylor. Hence it makes sense to monitor his movements on the market. There are some interesting metrics that can provide an idea.

Especially the correlation with $MSTR provides some insight. The chart below shows that, Saylor likes to buy Bitcoin when premium of $MSTR is above 1.8 and holds off when premium sinks below that mark.

That indicates profitability as long as premium stays at these current levels.

Means, currently we are holding around 1.8 level: Very likely that more big buys are incoming.

$ENA looks similar here to $PENDLE with a rounded bottom forming and bullish divergence on RSI.

Strong play in general considering stable coin hype and a very solid case for it's synthetic $USDe.

Looking for an entry below 0.4.

Currently checking out daily chart of $PENDLE. I think it has a fair shot of being a high performer in a last emering leg of this bull market.

Its innovative yield tokenization and trading platform lets users split and trade future yields with a unique AMM designed for time-decaying assets.

Perfect for stablecoin yield-farming with already high TVL on Sonic $S.

Chart looks nice, forming a clear double bottom. Looking for entry in the mid- to lower BB ends. Then reclaim and confirmation of first Fib level as support.

Bullish divergence on RSI already confirmed before.

Got introduced to @LEARN_Brainedge:

- AI-powered, gamified edtech platform from ex-Coursera/Udemy pros

- Learn in-demand skills with 100+ expert-led courses & earn $LEARN tokens

- 30-40% payback as rewards in $LEARN

- Learn to earn narrative

- TGE: April 2nd, self-funded, low IMC

Gonna have an eye on it. 👀

While observing the altcoin market I also like to always peek at those dino coins, that just have value because they were there from the beginning.

Too big to fail, too insignificant to make a huge impact. Usually they are pretty nicely to predict because they follow that typical retail driven cycles.

One example: $XLM Not sure what this shit really does these days. But it's chart works like a heartbeat.

Definetly gonna add some at next bearmarket around .1 levels.

So this week now will be a very important week to find directions in the market with the last FOMC meeting before may.

To give you a perspective of some important Crypto related events, here is a schedule for the rest of the year:

- March 18: Digital Asset Summit New York (March 18-20)

- March 19: FOMC Meeting: No rate cut is expected but markets will be watching for dovish signals, like quantitative tightening

- March 20: BNB Chain Pascal Hardfork

- March 26: Ethereum’s Pectra will be activated

- April 10: US CPI data

- April 28: Token2049 Dubai (April 28-May 4)

- April 30: Deadline on Jupiter airdrop claiming

- May 1: Coinbase earnings

- May 5: MicroStrategy earnings

- May 7: FOMC meeting, Riot Platforms earnings

- May 8: Marathon earnings

- May 13: US CPI data

- June 11: US CPI data

- June 18: FOMC meeting, first rate cut priced in (?)

- July 15: US CPI data

- July 30: FOMC meeting

- August 12: US CPI data

- September 11: US CPI data

- September 17: FOMC meeting

- October 1: Token2049 Singapore (October 1-2)

- October 15: US CPI data

- October 29: FOMC meeting

- November 13: US CPI data

- December 10: US CPI data, FOMC meeting

Bookmark it 📌

Disclaimer: No guarantee of completeness!