🔥 Turbulent April: geopolitics, markets, and a new role for crypto
April was a true roller coaster for global markets.
It all started with what some are already calling "Liberation Day", when Donald Trump announced an aggressive tariff package applicable to almost all countries in the world. The announcement, far from bringing clarity, unleashed a wave of uncertainty. In the following days, adjustments, postponements, and new threats were communicated, initiating what seems to be a renewed tariff war between the United States and China.
The market reaction was immediate and forceful:
📉 The S&P 500 fell more than 13% 📉 The Nasdaq lost nearly 16% 📉 Bitcoin fell 13% 📉 Ethereum fell 23% $BTC $ETH #NewsAboutCrypto #TradeWarEases
🍌 The Banana Zone: Are we on the verge of the next big cycle?
In this context of economic slowdown, lower inflation, and expectations of lower rates, signs begin to emerge that remind us of the beginnings of previous bullish cycles. This is the framework in which Raoul Pal, macro analyst and founder of Real Vision, introduces his concept of the “Banana Zone”: a phase of the market where extremely favorable conditions converge for risky assets, especially crypto assets and emerging technology.
In his presentation at Sui Basecamp 2025, Pal describes this zone as the moment when:
Central banks begin to lower rates
Liquidity is reactivated via QE or indirect stimulus
Crypto technology enters a phase of accelerated adoption
The narrative shifts from fear to euphoria (often without warning) According to Pal, we are not yet in the Banana Zone, but the pieces are already falling into place: high rates for the last time, contained inflation, monetary policy in transition, and markets beginning to show divergences (like Bitcoin decoupling).
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Analyst Predicts XRP, KASPA, and Solana Could Lead the Next Altcoin Cycle As bullish momentum intensifies in the cryptocurrency market, leading analysts are highlighting four outstanding assets they believe could spearhead the next big altcoin rally: XRP, Kaspa (KAS), Solana (SOL), and the rising new participant MAGACOIN FINANCE (MAGA). With strong fundamentals, technical strength, and increasing community interest, these coins are quickly becoming must-have plays for traders and investors. XRP: Capitalizing on Legal Victories and Institutional Demand Following Ripple's own legal battle against the U.S. in a judicial victory, XRP has captured many headlines. SEC. XRP trading above $2.21 sees whale accumulation. According to Santiment data, XRP whale accumulation has reached extreme levels. #XRP #KAS #SOL
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Surprise in the total supply of USDt 🔥 📊 The supply of USDT exceeds 150 billion dollars with Tron surpassing Ethereum. DeFiLlama announced that the supply of the stablecoin USDT has exceeded 150 billion dollars. The Tron network now represents 48.57% of the market share, surpassing Ethereum to become the dominant network. #USDT #Tron #BinanceAlphaAlert #DeFi #ETH $ETH
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