Sidelev

#CreatorPad 🗓Важные События Августа

Начался август, который будет
нас радовать интересными событиями, вот самые важные:

🟢01.08 Безработица в США
🟢01.08 Число занятых в несельскохозяйственном секторе
🟢01.08 Халвинг HNT
🟢01.08 Разлоки SUI на $162 млн
🟢03.08 Обновление OP
🟢07.08 Заявки по безработице
🟢08.08 Крайний срок Трампа по прекращению огня между Россией и Украиной
🟢12.08 ИПЦ США
🟢12.08 Разлоки APT на $49 млн
🟢15.08 Выплаты FTX
🟢15.08 Разлоки AVAX $38,9 млн
🟢21–23.08 Симпозиум в Джексон-Хоул где будет Пауэлл
🟢29.08 Срок действия ядерной сделки между США и Ираном

#CryptoScamSurge 🪙 Retail Investors Sell, Whales Buy

According to blockchain data, small holders (retail) continue to sell, while large institutional investors quietly accumulate positions.

📊The annual change indicator clearly shows: as the price of Bitcoin rises, the share of retail investors decreases, while the share of large players increases.

😥In other words, funds and whales are buying up all the Bitcoin from the general public.

#TrumpBitcoinEmpire 💸Trump Media has reached fifth place among public companies in terms of Bitcoin on the balance sheet.

It is in Trump's interest to buy Bitcoin and promote cryptocurrency in the USA.

#BTCvsETH Today, Trump Media acquired Bitcoin worth $2 billion for its reserves.

⚡️Also today, as per tradition, Mike Saylor purchased 6220 BTC for ~$739.8 million at a price of ~$118,940 per BTC. To date, Saylor's Strategy holds 607,770, purchased for ~$43.61 billion at a price of ~$71,756 per BTC.

🍸A good start to the week considering that funds are also continuing to buy Bitcoin.

$BTC Trump wrote a big post about the Chairman of the Federal Reserve, Powell: He calls Powell a "dummy" and a "Trump hater" who could save the U.S. $1 trillion a year by lowering rates. Trump concludes by saying that he might change his mind about firing Powell.

❗️Due to the sharp drop of BTC below $103k, over $580 million has been liquidated in the crypto market in the last 24 hours.

📊TRX, DOGE, BTC, NEXO, and DOT dominate cryptocurrency discussions over the past day amid growing activity and hype around the ecosystem.

#XSuperApp Inflation in Japan is Rising

CPI in Japan accelerated to +3.7%, the highest level since January 2023. This is the sixth consecutive monthly figure above 3%.

📊Service prices, closely monitored by the Bank of Japan, rose by 1.4% compared to the April figure of +1.3%.

📊As a result, the inflation rate in Japan has been at or above the Bank of Japan's target of 2% for more than 3 years.

❗️The Bank of Japan will likely have no choice but to raise interest rates in July. Part of the increase was caused by tariffs and premature rate cuts. Despite Trump’s pressure, Powell understands that in such conditions, a rate cut could cause significant problems.

#CryptoStocks 😡Trump Continues to Be Angry at the Fed

"Too Late" — Jerome Powell is costing our country hundreds of billions of dollars! One of the most foolish and destructive people in power, and the Fed board is silently complicit in this.

While Europe has already cut rates 10 times — we have not had a single cut. We should be at least 2.5 percentage points lower and save billions on Biden's short-term debt.

😡We have LOW inflation!
TOO LATE — this is a national disgrace

#FOMCMeeting Urgent Warning
From Donald Trump

Today Trump wrote: "Iran should have signed the 'deal' that I told them about. What a shame and a waste of human lives. Simply put, IRAN MUST NOT HAVE NUCLEAR WEAPONS. I have said this again and again! Everyone must leave Tehran immediately!".

💥Attacks continued throughout the night, and explosions were heard in Tehran and over Tel Aviv. Meanwhile, a report in the US states that Washington is offering negotiations with Iran to end the conflict, while Trump left the G7 summit early to deal with events in the Middle East.

🇺🇸The US is predicted to take inevitable military action against Iran. Probability 67%.

#CardanoDebate BlackRock Captures the Market

BlackRock holds 3% of all Bitcoins, becoming one of the largest institutional holders. Yesterday, BlackRock bought another 2,680 BTC for $282.9 million. Meanwhile, the total inflow into ETFs amounted to $301.7 million.

🇮🇷 Iran has promised to strike against any country that helps protect Israel.

🤑 Fidelity officially files S-1 for its spot Solana SOL ETF, signaling likely approval in the coming months.

🪙 According to the latest data, $3.3 billion in BTC was transferred to long-term wallets, with 30,784 BTC added in one day as whales accumulate near historical highs.

#TradingTools101 China and the USA Signed a Trade Deal

Trump stated that the agreement is ready pending approval from the leaders — US tariffs on Chinese goods could reach 55%, while China will impose a 10% import tariff on goods from the USA.

🇺🇸The USA agreed to lift a number of export restrictions on rare earth minerals and many other goods.

❗️But this is not a complete end to the trade war, but rather a temporary truce. The trade deal requires approval from Trump and Xi. Specific details and timelines have not yet been announced. Nevertheless, the market reacted positively.

#TrumpVsMusk Elon Musk Wants to Create His Own Political Party

Elon Musk asked his followers, "Is it time to create a new political party in America" against the backdrop of his dirty public feud with Trump. More than 4 million people have already responded, with 81% voting for the creation of a third, moderate party. Of course, Musk is hinting at the creation of his own party, which he will lead.

❗️Musk also wrote that Trump's tariffs will cause a recession in the second half of this year. Rumors are circulating that this conflict could lead to Trump's impeachment.

⚡️Amid all these scandals, Tesla's stock has fallen more than 12%, and the decline may continue today.

🔽Meanwhile, BTC has fallen below $104,000, reaching a local minimum of around $100,300, recording a -5% drop. This led to liquidations exceeding $950 million.

😳Due to the drop in BTC, after a threefold liquidation, James Wynn capitulated and closed all his Long positions in BTC. In total, he lost $20.48 million. And how beautifully it all started.

$ETH 🇺🇸Trump's Trip to the Middle East Brought the US Investments Worth $2.5 Trillion

President Trump's four-day trip to the Middle East attracted $2.5 trillion in capital for the US.

🏦Investment report: 1. UAE: $1.4 trillion. 2. Saudi Arabia: $600 billion. 3. Qatar: $500 billion.
📈The total value of these investments exceeds the market capitalization of all but three public companies in the world. This is the largest foreign investment commitment ever made by a president in US history.

$BTC 🕯The Market Reflects on Yesterday's CPI

Yesterday, investors' attention was focused on the CPI in the USA. The data turned out to be below expectations, but this did not provoke strong growth in the crypto market. Now the focus shifts to the PPI data, which will be released on May 15.

🟢The PPI shows how prices for goods and services change at the producer level. This is one of the key indicators of inflation.

👍Analysts at QCP Capital note that the Fed's hawkish stance continues to shape market participants' expectations. The scenario of interest rate cuts in the first half of 2025 is a positive signal for risky assets.

#USStablecoinBill 😳The whale opened a Long Position on Bitcoin $136 million with Leverage x40

This is one of the largest bets on the rise of Bitcoin. Upon entering at the level of $96,642, the liquidation price is $87,638. That is, just 9% down and the position will be wiped out. The risk is huge, but the profit potential is astronomical.

#AppleCryptoUpdate 🗓May Calendar

There are many economic and crypto events in May that will impact the market, here are the most important ones:

⏺05/06 House Financial Services Committee - Digital Asset Hearing
⏺05/07 ETH Pectra Update
⏺05/07 FOMC Meeting
⏺05/08 Unemployment Claims
⏺05/12 US Federal Budget Balance
⏺05/12 3rd SEC Crypto Roundtable
⏺05/12 $62M APT Unlocks
⏺05/13-16 Donald Trump's Middle East Visit
⏺05/15 CPI Data
⏺05/22 TRUMP Holders Dinner
⏺05/28 Second Redemption FTX
⏺27-29.05 Bitcoin 2025 Conference in Las Vegas

$BTC 🤑Currently Forming
Bitcoin Accumulation Phase

According to CryptoQuant analyst, Bitcoin is forming an accumulation period similar to past models that preceded growth, with increased short-term activity from holders, which historically triggered significant price fluctuations.

📈On May 1, BlackRock Spot Bitcoin ETF purchased 3730 BTC for $351.4 million. The total inflow into the ETF amounted to $422 million.

🔽Amazon shares fell by more than 5% following the release of the first quarter 2025 earnings report, which was below expectations.

🍎Apple states that tariffs will cost the company $900 million this quarter. Plus inflation and declining sales.

#StablecoinPayments What's Happening to the US Economy Right Now

1. The economy has fallen by -0.3% instead of the expected growth. Previously, there was growth of 2.4%.

2. People began to spend less: consumer spending growth is only 1.8% versus 4% previously.

3. Prices are growing faster than expected: GDP price index +3.7% (expected +3.1%).

4. Inflation by the key indicator (Core PCE) is +3.5%, which is higher than in the previous quarter.

The main conclusion: the economy is slowing down, but inflation is not going away. This is a classic risk of stagflation.

😥What does this mean? Stagflation is when everything is bad at once: the economy is stalling, and prices continue to climb. In such a situation, both businesses are having a hard time, and ordinary people's money is depreciating, but there is no growth in wages and jobs.

#TrumpTaxCuts

🔴SUI — May 2 Unlocking $317.35M (2.72% of market cap). Average pressure on the price.
🔴OMNI (Omni Network) — May 3 Unlocking $40.73M, which is 83.4% of the market cap! A strong price drop is possible.
🔴ENA (Ethena) — May 3 $32.60M (1.69% of market cap). Low pressure.
🔴OP (Optimism) — May 1 $25.07M (1.94% of market cap). Average pressure.
🔴UDS (Undeads Games) — May 1 $19.62M (34.4% of market cap). Medium risks.
🔴RON (Ronin) — April 28 $18.28M (5.27% of market cap). Moderate pressure may occur.
🔴KMNO (Kamino) — May 1 $13.79M (22% of market cap). High volatility is likely.

🔽The biggest threat of a drop this week is OMNI and KMNO. Be cautious with these projects near the unlock dates.

#XRPETF 🪙Bitcoin Withdrawn from Exchanges

According to the latest data, over 7000 BTC worth more than $500 million have been withdrawn from Coinbase, indicating potential institutional accumulation and bullish sentiment.

📈Bitcoin now accounts for 63% of the total market capitalization of cryptocurrencies, the highest level since the beginning of 2021.

✔️According to CryptoQuant, BTC reserves on exchanges have fallen to a yearly low, as well as below the minimum ranges for 2024.

📊The next week will be the busiest in the earnings report season, with about 40% of U.S. companies expected to report their revenue for Q1. The main focus will be on Wednesday and Thursday with results from META, MSFT, AMZN, and AAPL.

#TariffsPause kl Bitcoin 2016–2017

🔴Growth amid Trump's inauguration
🔴A 34% drop in the first quarter of 2017
🔴April launched a grand bull run

Bitcoin Cycle 2024–2025

🔴Growth amid Trump's inauguration
🔴A 32% drop in the first quarter of 2025
🔴April growth has already begun

🤔It seems that history is repeating itself again