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$ETH 🇺🇸Командировка Трампа на Ближний Восток Принесла США Инвестиции на Сумму $2,5 трлн

Четырехдневная поездка президента Трампа на Ближний Восток привлекла $2,5 трлн капитала для США.

🏦Отчет по инвестициям: 1. ОАЭ: $1,4 трлн. 2. Саудовская Аравия: $600 млрд. 3. Катар: $500 млрд.
📈Совокупная стоимость этих инвестиций превышает рыночную капитализацию всех, за исключением трех публичных компаний в мире. Это крупнейшее обязательство по иностранным инвестициям, когда-либо принятое президентом в истории США.

$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

#EthereumFuture 🤑China chooses gold and Bitcoin instead of dollars

China may abandon investments in US government bonds in favor of gold and Bitcoin, said Jay Jacobs, head of active ETFs at BlackRock.

🇨🇳According to him, geopolitical tensions and the freezing of $300 billion in Russian reserves are forcing countries, including China, to reconsider their asset storage strategies.

🔼Bitcoin strengthens its status as 'digital gold' — its correlation with the stock market is decreasing, and BlackRock's ETF has already surpassed its gold fund in assets ($34.3 billion vs. $31.4 billion).

#BTCvsMarkets Will BTC return to $100k?

Yesterday BTC surpassed $94,000, bringing short-term holders back into profit. But now a reversal is observed, why?

✔️After breaking the $91,700 level, most short-term investors are back in the black. However, there remains the possibility of profit-taking.

📈Since February, long-term holders have increased their reserves by 363,000 BTC. Activity has also been observed from whales, who during this period acquired an amount equal to 300% of the annual issuance of BTC.

⚡️April showed strong activity from new buyers. This indicates an influx of fresh capital even at high levels.

⛔️About 392,000 BTC were purchased at an average price of $97,000. This creates a strong potential sell-off zone. Consequently, the $95–96k range may become strong resistance.

📊Conclusion: The rise in the Bitcoin price to $95,000 has returned profits to many groups of investors; however, near the maximum of the BTC range, selling pressure remains.
Due to this, before rising to $100k, there is a high probability of several pullbacks.

$ETH 🤩The market capitalization of Bitcoin has surpassed Google for the first time, making it the fifth largest asset in the world by market capitalization

#MarketRebound ✔️Tariffs Against China Will Decrease

President Trump stated that tariffs on China will be significantly reduced, and he will not play hardball. Trump also added that he does not intend to fire the head of the Federal Reserve, Jerome Powell, particularly after news began to emerge regarding the decline in confidence in the US economy.

🔼In the last 24 hours, the US stock market regained $1.5 trillion, while Bitcoin broke the $93.9 thousand level.

⚠️Recent data shows that over $670 million was liquidated in the crypto market overnight. Of course, most of the liquidations were in Shorts.

↗️Yesterday, capital inflow into Bitcoin ETFs was $912 million, while the day before that, this amount reached $381 million. Capital from institutional investors is returning to Bitcoin.

#SaylorBTCPurchase 🪙The Bloomberg edition reports: "Bitcoin acts as a safe haven"

Meanwhile, Bank of America states that it does not expect interest rate cuts this year due to inflation.

#BTCRebound 😛President Trump stated that the chairman of the Federal Reserve, Jerome Powell, is the "main loser".

🥺He is pressuring the Federal Reserve as much as he can; Powell will soon cry and leave.

#TrumpVsPowell 🇺🇸💬🇨🇳US-China Negotiations Have Already Begun

President Donald Trump stated on Friday that the US is having good private negotiations with China amid the trade war between the two countries.
🗣"By the way, we have good
discussions with China," Trump told reporters at the White House. "It's really very good." He did not provide any additional details.

💸The M2 money supply in China has already reached a record $326 trillion, and analysts say that the surge in liquidity could help push Bitcoin to the $90,000 mark.

📈Binance Research reports that in 2025, the US will issue bonds worth more than $31 trillion, which will constitute 109% of GDP and 144% of M2. This is additional liquidity for the markets.

👤The White House states that Trump is considering whether he can fire the head of the Federal Reserve, Jerome Powell.

$SOL Bitcoin Prepares for Active Price Volatility

CryptoQuant Sounds the Alarm:
170,000 BTC — purchased 3–6 months ago — have begun to move en masse on the network. And this, as history shows, is a sure harbinger of tumultuous volatility in the market.

#PowellRemarks Trump wants to fire Powell
but cannot do it yet

Donald Trump criticized Jerome Powell for his delayed actions on interest rates, calling his reports "chaos." According to Trump, rates should have been lowered a long time ago, as the ECB does. "Powell is always late. His dismissal is a matter of time," Trump wrote.

🗣But Trump also added that Powell's dismissal cannot happen very quickly.

#MetaplanetBTCPurchase Money Supply is Growing

Central banks around the world continue to pump liquidity into the system. The money supply is already at historical highs or close to them.

🐷Such growth almost always heralds an economic boom. And for stocks and the cryptocurrency market — this is a clear bullish signal.

📈Everyone is now waiting for a rate cut from the Fed, as this will increase liquidity and boost capital inflow into risky assets.

#BitcoinWithTariffs USA Will Buy Bitcoin with Money from Trump's Tariffs

A representative of the Trump administration stated that the USA could buy Bitcoin using revenue from tariffs. According to some estimates, the revenue from imposed tariffs could amount to $700 billion a year. However, it should be noted that most tariffs are currently suspended.

🗣 Treasury Secretary Scott Bessent stated that the Trump administration is considering candidates to succeed Fed Chair Powell and will begin interviews with candidates this fall.

📈 Demand for Bitcoin shows positive dynamics. After a prolonged period of being in negative territory, the 30-day demand for BTC is starting to rise.

⚡️ Yesterday, Michael Saylor's company MicroStrategy purchased an additional 3,459 BTC for $285.8 million.