After a rocky start to 2025, Bitcoin has bounced back in a big way—climbing back above $90,000. Just a few months ago, we saw it dip as low as $80K after its January peak of $108,786. But what stands out to me isn’t just the price recovery—it’s the resilience. While equities have been in turmoil, Bitcoin seems to be finding its own path. The 30-day correlation with the S&P 500 has dropped to 0.65, which is a strong sign that BTC is maturing into a true alternative asset, not just a risk-on trade tied to tech stocks or a weakening dollar.$ETH
What’s also catching my eye is the deepening involvement from traditional finance. Morgan Stanley just announced plans to bring crypto trading to its E-Trade platform—which manages $1.3 trillion in assets. That’s a major move. Couple that with the resurgence of interest in Bitcoin ETFs—$381.4 million in inflows in a single day this past April—and it’s clear that institutions aren’t sitting on the sidelines anymore. We’re past the phase of “will they or won’t theyâ€â€”they’re in, and they’re playing for real.$BTC
Stablecoins are another area I’ve been tracking closely. USDT and USDC now have a combined market cap north of $200 billion. Regulatory pressure is heating up too—especially in the UK, which seems determined to lead the charge in crypto oversight. It’s a critical area to watch because how governments handle stablecoins could shape the entire future of crypto payments and DeFi adoption.
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Beyond Bitcoin and the majors, I’ve been digging into some emerging altcoin narratives. Solana and XRP remain solid contenders, but names like BlockDAG are generating serious buzz—over $217 million raised in presales isn’t something to brush off. I’m also watching the AI-token space and the growing interest in real-world asset tokenization. These are the kinds of trends that often start small and explode seemingly overnight.
All in all, 2025 is shaping up to be a defining year for crypto. Between institutional momentum, regulatory shifts, and new tech trends, the space is evolving fast—and I’m here for it.