$BTC Bitcoin in times of trade war: BTG sees strategic window to position itself in the world's largest cryptocurrency
BTG Pactual's report analyzes the impacts of tariffs on the cryptocurrency market and points out that there is still room for investors to profit, even amid volatility.
Calm seas never made a good sailor — and when it comes to navigating market storms, cryptocurrency investors are already seasoned from the clouds of volatility.
The trade war scenario between China and the United States and the new wave of tariffs initiated by Donald Trump pose risks to both traditional and less orthodox markets. Nonetheless, according to a report by BTG Pactual, the moment can be strategic for crypto-assets, hiding valuable opportunities.
Amid the uncertainties of recent days, analysts see signs of resilience in the crypto market, with a focus on bitcoin (BTC).
According to the document, in adverse economic times, the asset tends to initially follow the decline of traditional markets, but historically tends to recover with above-average intensity.
Despite the recent devaluation, which led BTC to lose 30% compared to its historical highs, the asset reached a new record when compared to the “Magnificent 7” index, which reflects the performance of the seven largest technology companies.
And bitcoin is not alone. The advancement of decentralized finance (DeFi) and the growth of stablecoins have also caught analysts' attention. For them, these mechanisms represent increasingly viable alternatives for financial transactions less subject to trade barriers.
#BTCRebound Saylor announces new Bitcoin purchase after the wave of purchases of $$ 7.69 billion from Strategy in the first quarter
The Strategy suspended Bitcoin (BTC) purchases due to the drop in Bitcoin in the first quarter, but Saylor indicated that additional purchases may be coming.
Bitcoin (BTC) advocate Michael Saylor hinted that the company he co-founded, Strategy (MSTR), may announce an additional BTC purchase this week, shortly after revealing that it expects a net loss in the first quarter of the year due to unrealized losses on its huge BTC assets.
The company added 80,785 BTC to its balance sheet since the beginning of the year, after raising a total of $$ 7.69 billion in the first quarter, with more than half coming from sales of common stock. Most, if not all, of those funds were used to buy Bitcoin.
On Sunday, Saylor published a BTC holdings tracker for X, a move that typically precedes a purchase announcement, commenting that "there are no fees on orange points." The comment suggests that the company's BTC purchases were not impacted by the reciprocal tariffs that Donald Trump introduced earlier this month and the subsequent trade war between the US and China.
The company halted its purchases during the week ending April 6. Its cryptocurrency holdings are currently worth about $$ 44.59 billion and were acquired for $$ 35.63 billion.
Strategy currently holds 528,185 BTC purchased at an average price of $$ 67.458, according to data from Bitcointreasuries, equivalent to 2.515% of the total supply of the cryptocurrency.
$BTC Inspired by the USA, the proposal for a strategic bitcoin reserve ($BTC ) gains momentum with a Brazilian deputy's speech at an event
The President of the United States, Donald Trump, initiated a debate on the creation of a strategic bitcoin (BTC) reserve for the country. A similar idea emerged here with the bill (PL) proposed by Deputy Eros Biondini (PL-MG) at the end of 2024.
In the wake of the American debates, the proposal aims to diversify the financial assets of the National Treasury and protect Brazilian reserves against currency fluctuations and geopolitical risks, in addition to “ensuring backing for the issuance of the Brazilian digital currency (Real Digital – Drex).”
The PL, however, is only expected to begin having its amendments debated in the Chamber of Deputies starting next Thursday (27), according to the schedule of the Legislative House.
But the proposal gains renewed momentum here in Brazil following the remarks by Pedro Giocondo Guerra, chief of staff to Vice President Geraldo Alckmin (PSB).
Guerra stated, at an event this Wednesday (26), that it is relevant to discuss the creation of a national strategic reserve in bitcoin. The chief of staff was representing President Luiz Inácio Lula da Silva at an event.
“Debating rigorously the constitution of a sovereign reserve of value in bitcoin is in the public interest and will be decisive for our prosperity. After all, bitcoin is digital gold, the gold of the internet. It is a technology that allows for the swift transmission of wealth from one end of the planet to the other and stores the fruits of our labor efficiently and securely,” he stated.
$BNB BNB traders use a wide range of trading signals and technical indicators to predict the trajectory of a price.
Although not all methods are necessary to accurately forecast the direction of the market, some key indicators carry more weight. Identifying BNB's support and resistance levels gives traders insight into market supply and demand, while helping to determine trend reversals.
Additionally, chart patterns are also widely used by traders to form trend lines that help predict the next candlestick movement.
Various indicators, such as the RSI, Moving Averages, and MACD, can be used to determine the direction of the long-term trend and attempt to forecast the future price movement.
Fundamental Analysis of BNB
Fundamental analysis aims to assess the intrinsic value of an asset, while technical analysis involves examining statistical patterns in the price and volume of that asset. Both techniques are employed to analyze and predict potential developments in the future price of that asset.
In the case of BNB, the most direct way to conduct fundamental analysis is to observe supply and demand dynamics. Additionally, it is possible to observe the market capitalization value (R$520.20 billion) and the circulating supply (145.89 million) to arrive at reasonable price assumptions for the future. On the demand side, it is possible to examine on-chain data related to the number of active and new addresses, and transaction count.
What drives the price of BNB? There are a number of variables in the cryptocurrency market that can drive the price of BNB up or down. The main force behind the asset value of BNB is market supply and demand. Whether the demand for more BNB increases or decreases largely depends on the growing adoption. Furthermore, significant events, such as protocol updates or hard forks, can also play a significant role in the price of $BNB .
$BTC Michael Saylor wants to invest an additional $42 billion in bitcoin; the move could help create 1,000 new millionaires in Brazil
The billion-dollar purchase of bitcoin could boost the crypto market in the coming months and help elevate the wealth of a thousand Brazilians.
Billionaire Michael Saylor is possibly the biggest advocate of bitcoin (BTC) when it comes to investing and 'putting his own skin in the game' for the cryptocurrency.
After all, the businessman announced in October the plan of his company, Strategy, to invest $42 billion in BTC by 2027.
The move is part of the so-called Plan 21/21, which aims to raise capital to accumulate BTC. The goal is to raise:
$21 billion through stocks; $21 billion through fixed income securities.
It may seem crazy at first, but Michael Saylor's saga as a market visionary is not new — and the market is paying attention to his new 'investment play'.
Going further, the crypto asset specialist from Empiricus Research, Valter Rebelo, identified a window of opportunity that could help create a thousand new millionaires in Brazil through this market optimism. Continue reading to understand the details.
Crazy or visionary? Michael Saylor has anticipated innovations before and has a chance to get it right again, but the specialist indicates that beginners should go beyond $BTC
Michael Saylor's investment is the largest global contribution regarding bitcoin, attracting curiosity about the entrepreneur's thesis — and his story is that of a prodigy.
Graduated in Aeronautical and Astronautical Engineering from MIT. Graduated in History of Science, Technology & Society, also from MIT. And with this enviable academic background, young Michael Saylor founded his technology company, MicroStrategy, in 1989, when people hadn't even mastered the computer yet.
$ETH Strong demand from investors for Ethereum ETF staking Fidelity Investments originally filed for staking for its Ethereum spot ETF in November 2023 to provide investors with direct exposure to ETH without requiring direct ownership.
The SEC approved the ETF in May 2024, along with similar offerings from other asset managers, leading to its official launch in July 2024. Since then, the Fidelity Ethereum ETF has attracted strong interest from investors, accumulating approximately $1.45 billion in net inflows.
However, the fund faced challenges due to the SEC's previous stance on staking. When the SEC approved Ethereum ETFs in May 2024, it required issuers to exclude staking provisions from their filings.
The restriction prevented asset managers from offering staking rewards, resulting in estimated annual yield losses of about 3% for these funds.
The regulatory landscape began to change in early 2025. In February, the SEC acknowledged a proposal from NYSE Arca that sought to amend regulations and allow participation in the Grayscale Ethereum ETF.
See my returns and portfolio details. Follow me for investment tips$SOL
Donald Trump's recent post on platform X about the creation of a strategic cryptocurrency reserve in the United States has filled the market with optimism. In addition to promising to make the U.S. the global crypto capital, the American leader stated that the reserve will be made up of Cardano (ADA), XPR, which is a Ripple token, and Solana (SOL), in addition to Bitcoin and Ether.
The announcement, which reinforces the growing adoption of crypto assets in the global economic landscape, could directly benefit promising blockchains like Solana. Additionally, the creation of the new layer 2 solution for the network could make Solana a key player in the financial revolution that is to come.
Trump praises record: President Donald Trump repeated tonight discredited claims about unnecessary spending, touted divisive executive actions, and said he is "just getting started." His speech was the longest first speech to a joint session of Congress or State of the Union address. Here are the takeaways and fact-checks from his speech.
• Tariff agenda: The president doubled down on his tariff agenda, causing stocks to plunge, companies to struggle, and consumer confidence to plummet. Trump is expected to speak with Canadian Prime Minister Justin Trudeau tomorrow morning, a day after the two leaders engaged in an extraordinary discussion about an ongoing trade war.
Disruption in the chamber: Shortly after he began speaking, Trump was interrupted by Democratic lawmakers, leading House Speaker Mike Johnson to order the House sergeant-at-arms to remove Democratic Representative Al Green from Texas. Several other House Democrats walked out wearing shirts that read “Resist.”
• Democratic rebuttal: Freshman Senator Elissa Slotkin of Michigan criticized Elon Musk during her party's rebuttal, saying that the country did not need the chaos of his DOGE-led cuts. She also stated that Trump's economic plan would only benefit billionaires and cost average Americans.
$ADA Cardano (ADA) surges 20% after strong recovery and technical buy signal
Optimism around Cardano gained momentum last Sunday after former President Donald Trump's announcement regarding crypto reserves.
The price of Cardano (ADA) surprised investors by registering a significant recovery during the session, after having fallen to $0.75 at its lowest point. By the end of the day, the cryptocurrency was trading around $0.93. This is an increase of over 20% from the day's low, triggering an important technical buy signal.
Additionally, the performance rekindled optimism in the market. As a result, analysts speculated about the possibility of ADA returning to levels above $1.30, a mark reached in December of last year.
The improvement in the sentiment of financial markets on Tuesday (04/03) may have helped boost Cardano, even with the global scenario facing challenges such as the imposition of tariffs by the U.S. on Mexico, Canada, and China announced by former President Donald Trump.
Another factor that may be contributing to the market's recovery is the positive speech by Ukrainian President Volodymyr Zelenskyy. This portrays the possibility of a mineral deal with the United States, which could accelerate the end of the conflict between Russia and Ukraine.
Expectation of interest rate cuts in the U.S. strengthens Cardano
Cardano continues its recovery, driven by growing market confidence that the Federal Reserve (Fed) may implement additional interest rate cuts throughout this year.
According to the CME Fed Watch Tool, the prevailing market expectation now is for three interest rate cuts in 2025. This is a considerable increase from projections of only one or no cuts made a few weeks ago. The expectation of a more dovish monetary policy has reinforced investors' appetite for riskier assets, benefiting ADA.
#OnChainInsights What is onchain analytics and how to use it as a crypto trader?
Onchain analytics is the examination of blockchain data to understand transaction patterns, asset movements, and network health.
It offers unique insights into market movements that are absent in traditional finance, providing participants with a different approach to research and due diligence.
Onchain analytics can be a new framework for evaluating cryptocurrencies that allows users to establish an edge.
Understanding onchain analytics
Blockchain analytics, also known as blockchain analytics, involves examining blockchain data, such as transactions and wallet address holdings, to understand the actions of market participants on their respective blockchains in real-time. This unique insight into market movements, absent in traditional finance, provides participants with a different approach to research and due diligence.
Public blockchains, such as Ethereum, Solana, and Bitcoin, are transparent digital ledgers that are auditable by anyone and everyone. Every transaction and event on these chains is visible and publicly accessible, allowing anyone, anywhere, at any time to access and analyze them.
This transparency brings a different paradigm to trading. It allows real-time monitoring of transactions, providing a deep understanding of market activity. Consequently, users who effectively utilize onchain analytics can make more informed decisions and identify opportunities earlier.
Onchain Data and Its Importance On-chain data refers to transactions that have been verified and recorded on a blockchain. On-chain data can be openly accessed through block explorers, and users can use this information to determine potential price movements.
#LitecoinETF Litecoin steals the show as Bitcoin recovers from 2-week low
The crypto market has added nearly $100 billion in value since yesterday’s low.
Bitcoin’s disappointing price action took the asset to a two-week low of $93,500 yesterday, but it has bounced back and is now nearly $3,000 above that level.
Most altcoins have also recovered after yesterday’s crash, but Litecoin has taken the lead by outperforming the rest of the market.
BTC Rebounds Since bouncing to $99,000 on Valentine’s Day, the leading cryptocurrency has struggled to maintain stability. At that point, bears quickly rejected the breakout attempt and pushed the price down to $97,000, where it spent most of the weekend.
Monday started with another price drop, but the $95,000 support held firm. After another failed attempt to break above $97,000 on Tuesday, Bitcoin suffered another slump, falling below $93,500. This was its lowest price mark since the early February crash, when it fell below $92,000.
Although there are several bearish signs at the moment, BTC has managed to recover and is now above $96,000. This is a small daily increase, but it has helped its market cap surpass $1.9 trillion.
Its dominance over altcoins has fallen slightly to just under 58%, as some have posted impressive gains in the past 24 hours.
Litecoin steals the spotlight
As mentioned earlier, many altcoins suffered sharp declines yesterday. However, on a daily scale, most of them are slightly in the green, including ETH, SOL, BNB, TRX, and XLM. In contrast, XRP, ADA, DOGE, LINK, and AVAX have seen minor declines.
Litecoin stands out once again. LTC has surged over 10% in a day and is now close to $140, with even more bullish predictions. Other notable gainers among large-cap altcoins include APT (13%) and TAO (7.5%).
# MileiMemeCoinControversy Is it a scam? How does memecoin, the cryptocurrency promoted by Milei, work
Memecoin, the controversial cryptocurrency promoted by Argentine President Javier Milei, is a digital asset with viral behavior and high volatility. Therefore, anyone who chooses to acquire it must be aware of the risks involved. "It cannot be considered an investment," says José Cassiolato, partner at RGW Investimentos.
The problem is when those who hold the majority of the currency put it up for sale all at once. That's what happened with $Libra, the cryptocurrency promoted by Milei. The value of the memecoin reached US$$ 4,978 (R$$ 28,375, at the current exchange rate) after the Argentine president's propaganda. With the surge, the developers of the virtual currency began to sell their assets and encouraged the downfall of $Libra.
A similar case occurred with the memecoin of an American influencer. Influencer Haliey Welch launched a cryptocurrency after a meme of hers went viral. The cryptocurrency quickly reached a value of US$$ 500 million, only to lose more than 90% of its value shortly thereafter.
In these cases, the creators of the cryptocurrency are the main beneficiaries. They only make a small percentage of the virtual coins available at the beginning. As demand increases, they put the remaining assets into circulation. This happens when a few people hold a large portion of the asset in circulation. For Cassiolato, these are cases of fraud that should be analyzed by the government. "It's like insider trading and needs to be regulated," he says.
Even so, memecoins are not necessarily pyramid schemes. Even though acquiring this type of cryptocurrency involves extremely high risks, they are not necessarily financial pyramids, in the view of analysts interviewed by UOL. "Simply raising or lowering the price of an asset is not in itself a pyramid scheme," says Gotke.
$SOL Crypto Morning: Bitcoin drops to US$ 95 thousand and Solana drops 8% with the memecoin crisis
Solana ($SOL ) is the cryptocurrency in the top 10 that has fallen the most this day, week and month. The declines in the cryptocurrency market continue this Tuesday (18), with Bitcoin falling another 0.6% in the last 24 hours, to be traded at the moment in the range of US$ 95,685 – its worst price in a week. In the last 30 days, the accumulated drop by BTC has already reached 9%.
In real terms, the price of Bitcoin is around R$ 550,363 this morning, according to data from the Bitcoin Portal.
Virtually all digital assets in the top 100 are following Bitcoin and are in the red, including Ethereum (-2.1%), XRP (-3.5%) and Dogecoin (-4.2%).
The biggest losses, however, are recorded by Solana (SOL), which is down 8.2% this morning, falling to US$ 168.64. At this rate, SOL is also the worst-performing cryptocurrency in the top 10 this week and this month, losing 16% and 38% in each period.
Solana may be negatively impacted at the moment by the proliferation of controversial memecoins on its network, whose sudden drops have caused losses to many users. The most recent and controversial among them is LIBRA, promoted last Friday (14) by the president of Argentina, Javier Milei.
The Solana memecoin craze had already begun to unravel following the launch of the TRUMP token in January and the resulting “liquidity drain” it caused.
#LTC&XRPETFsNext? Nasdaq requests authorization to list XRP and Litecoin ETFs
With the change in stance at the United States Securities and Exchange Commission, the SEC, Nasdaq has decided to request permission to list XRP and Solana (SOL) ETFs. This listing involves CoinShares ETFs, which are still under review by the US regulator.
However, Nasdaq decided to get ahead of the game and give its approval in an attempt to speed up the approval of the funds. To this end, the technology exchange filed two 19b-4 forms requesting the listing of the funds.
These listings allow investors to take advantage of new investment opportunities in XRP and Litecoin, boosting institutional adoption. In other words, if the SEC approves the two CoinShares applications, Nasdaq could become the first exchange to list the new funds.
CoinShares filed applications to create Solana and XRP ETFs in January, as reported by CriptoFácil. Both applications are under review by the SEC, but the agency recently approved the analysis of Grayscale's Solana ETF application. With this, the market became more excited about the possibility of the agency approving the fund in 2025.
Nasdaq wants to list ETFs According to an official registration filed this Monday (10), Nasdaq sent two 19b-4 forms to the SEC to list and trade two CoinShares exchange-traded funds, of XRP and Litecoin.
CoinShares filed applications to create Solana and XRP ETFs in January, as reported by CriptoFácil. Both applications are under review by the SEC, but the agency recently approved the analysis of Grayscale's Solana ETF application. With this, the market became more excited about the possibility of the agency approving the fund in 2025.
Nasdaq wants to list ETFs According to an official registration sent this Monday (10), Nasdaq sent two 19b-4 forms to the SEC to list and trade two exchange-traded funds from CoinShares, of XRP and Litecoin.
$XRP XRP Forecast: What to Expect from the Coin Today, 02/11/2025?
XRP has dropped 25% in a week but remains above the $2.33 support.
The Mean Coin Age (MCA) indicator suggests HODLing behavior, reducing downside risks and aiding recovery. A break above the $2.70 resistance could take XRP to $2.95.
XRP has a chance of recovery The sentiment around XRP remains predominantly bearish. Recent price action, including the failed attempt to form a new all-time high (ATH), has left investors feeling discouraged. The altcoin’s sharp drop last week has only deepened skepticism, with many opting to take a wait-and-see approach.
However, if market conditions improve, there is potential for a change in sentiment. Should the weighted sentiment indicator break above the neutral line, it would mark a return to bullish sentiment for the first time in a month. Such a move could encourage renewed investor interest and trigger a positive price movement.
$BTC Bitcoin Volatility Hits All-Time Low; Stablecoin Transactions Outperform Visa
ARK Invest has released its “Big Ideas 2025” report, revealing significant milestones in the digital asset space. In 2024, Bitcoin’s annual volatility fell to an all-time low, with its one-year annualized volatility falling below 50%, in stark contrast to the 80% seen in 2022 and over 100% in 2018. This drop in volatility was accompanied by a remarkable 122.2% return for Bitcoin in the same year.
The report attributes Bitcoin’s successful year to several factors, including the launch of 11 spot exchange-traded funds (ETFs) in the United States in January, which ARK Invest described as the “most successful ETF launch in history.” By the end of 2024, these US spot Bitcoin ETFs had accumulated over $100 billion in net assets.
Furthermore, following the quadrennial halving event in April, Bitcoin’s inflation rate slowed to 0.9%, marking the first time its issuance rate has lagged behind the long-term growth in gold’s supply.
According to CoinTelegraph, stablecoins also had a banner year in 2024, with their annualized transaction value soaring to $15.6 trillion. This figure surpasses the transaction values of Visa and Mastercard by approximately 119% and 200%, respectively. While the number of monthly stablecoin transactions reached 110 million, just a fraction of those processed by Visa and Mastercard, the value per stablecoin transaction was significantly higher than that of the card networks.
#USBitcoinReserves Trump’s Crypto Czar Is Studying Feasibility of US Bitcoin Reserve
create a national reserve of Bitcoin is still being studied by officials in the administration, White House crypto czar David Sacks said as he met with lawmakers to advance the new president’s policies on digital assets.
“That is one of the first things we’re going to look at as part of the internal working group in the administration,” Sacks said of a potential Bitcoin reserve at a press conference in Washington on Tuesday. “We’re still waiting for some cabinet members who are on the working group to get confirmed, so we’re still in the very early stages of this. But that is one of the first things we’re going to look at.”
$BTC Bitcoin survives high interest rates in the US and flirts with US$ 104 thousand again
Statement by the chairman of the Federal Reserve (Fed, the US central bank), Jerome Powell, this Wednesday (29) helped the cryptocurrency to recover value.
The day of monetary policy decisions in the US is always a moment of tension for bitcoin (BTC) and cryptocurrencies in general, and this time was no different. Despite the expected maintenance of interest rates, the words of the chairman of the Federal Reserve (Fed, the US central bank), Jerome Powell, brought a breath of relief to the market.
Without missing a beat, the largest cryptocurrency in the world managed to recover part of the losses accumulated over the last week in a few hours, returning to close to US$ 104 thousand.
At around 7:20 pm, bitcoin was trading up 3.07%, trading at around US$ 103 thousand, according to Coin Market Cap, at the time of this publication.