April 25, 2025
Market overview:
Bitcoin continues to soar, with the current price surpassing $90,000, showing strong momentum with no signs of slowing down.
Market sentiment is generally optimistic, with many analysts predicting the upcoming Altcoin Season, as BTC's market share may begin to decline.
Current market sentiment survey:
-Bullish: 65%
-Bearish: 20%
-Neutral: 15%
Market focus:
-Exchange Bitcoin balances drop to the lowest since the end of 2018
-Total market cap of stablecoins hits a new high, reaching about $236 billion
-Retail buying speed is the fastest in the past 12 months
Today's headlines;
1️⃣ Institutions are entering the market frantically
-BlackRock increases Bitcoin holdings to $644 million
-Hong Kong Asia Holdings raises HKD 650 million to continue buying BTC
-Riot Platforms secures a $1 billion Bitcoin staking credit line from Coinbase
“Institutions are no longer testing the waters; they are diving headfirst into this ocean!”
Impact: Large-scale institutional capital entry may further drive up Bitcoin prices while enhancing market stability.
2️⃣ Global economic game
-China denies restarting trade talks with the U.S., demands full cancellation of tariffs
-The White House considers reducing tariffs on China to the range of 50%-65%
-Brazil states: China and BRICS nations will maintain global order, taking over the role of the U.S.
“The global economic chessboard is being reshaped, and the crypto market may become the biggest beneficiary.”
Impact: Escalating geopolitical and economic uncertainties may prompt more funds to flow into crypto assets as a safe haven.
3️⃣ Ethereum ecosystem is booming again
-Active addresses surge 10% within 48 hours
-Community predicts: “The year of Ethereum's revival” is approaching
-Cardano founder claims: “Ethereum can only survive for another 10 years” (controversial statement)
“Ethereum's growth is astonishing, but competitors are eyeing it closely.”
Impact: Increased activity may boost ETH demand and drive up prices, while the developer ecosystem will continue to expand.
4️⃣ Solana's silent resurgence
-PumpSwap processes $10 billion in transaction volume in ten days, accounting for 67.4% of total major DEX volume
-SolStrategies secures $500 million convertible bonds for Solana staking
“Solana is quietly building a kingdom that can compete with giants.”
Impact: Increased Solana ecosystem activity is expected to drive up SOL prices and attract more developer attention.
In-depth interpretation: The institutional Bitcoin era
From BlackRock's large stake increase to the concentrated layout of global institutions, the recognition of Bitcoin as “digital gold” is accelerating.
Underlying logic:
-Global uncertainties surge: Institutions need safe-haven assets to protect capital
-Regulatory clarity is increasing: Entry barriers are lowering, compliance paths are clear
-Infrastructure is increasingly improving: Custody, trading, and financial products are fully upgraded
Key Insight:
-Long-term capital entry can enhance market stability
-Bitcoin supply may experience a “shortage” effect
-Regulatory trends will determine the pace of institutional capital entry
Tomorrow's focus:
1. Bitcoin conference in May 2025 (BTC Vegas)
2. Large enterprises may announce including BTC in their balance sheets
3. XRP futures expected to launch on May 19
4. Japan drafts national-level Bitcoin strategy
5. The wave of layoffs at Intel and its ripple effect on the tech sector
Although the outlook is bright, cautious investment is still necessary.
Wishing you successful trades, always keep DYOR!
