BTCEURC
Bitcoin / EURC
crypto Composite

Kind of small considering that weekly buys in April averaged 14000 BTC each.

Okay. BTC has underperformed the S&P 500 over the past 5 years. That trend may continue.

I’ve never doubted you NVDA and BTC.
And I will continue to place my entire future in your hands.
Praise allah

BTC MU 640/650 Call spread for 9.23. Total loss about $703.

Alt coins. Stay away. BTC needs to be 90% of your holdings.

Crypto markets are increasingly being shaped by something less speculative and more structural: regulation.
The Clarity Act is back in focus in Washington, and markets are paying attention because it could define how digital assets, stablecoins, exchanges, and parts of DeFi are regulated going forward.
The key issue right now is yield.
Banks are concerned that yield-bearing stablecoins could begin competing with deposits and savings products. If lawmakers and the industry reach a compromise there, the odds of a broader regulatory framework improve significantly.
That matters because the market narrative is shifting:
* From speculation → toward financial infrastructure
* From retail momentum → toward institutional integration
We’re already seeing signs of that transition:
* Stablecoin market cap has surpassed $300B
* Tokenized real-world assets are approaching $31B
* Bitcoin volatility continues to compress toward large-cap equity levels
* Institutional flows remain concentrated in BTC rather than broader altcoins
At the same time, the market structure is changing. Bitcoin’s recovery is being driven less by retail speculation and more by ETFs, corporate accumulation, and infrastructure buildout.
The broader takeaway: crypto increasingly looks less like a separate asset class and more like an emerging financial layer being integrated into traditional systems.
Full weekly analyst by eToro breakdown here: [https://www.etoro.com/en-us/news-and-analysis/market-insights/analyst-weekly-cryptos-next-catalyst/](https://www.etoro.com/en-us/news-and-analysis/market-insights/analyst-weekly-cryptos-next-catalyst/)
Curious how others are viewing this phase: is regulation becoming the next real catalyst, or just another narrative layered onto liquidity and flows?

If India is tightening energy use due to Hormuz disruptions, it could squeeze retail spending and short-term crypto liquidity, but BTC and SOL are still driven more by global liquidity than one country’s demand.

**Daily crypto TL;DR:**
* 🚀 Crypto market bullish: many tokens up, BTC near $81K.
* 🚀 US Senate to vote on crypto's Clarity Act on May 14.
* ⚠️ US CPI expected higher; Fed "higher for longer" likely.
* ⚠️ US rejects Iran peace, causing oil surge and risk-off.
* ℹ️ Bitcoin ETFs face outflows; Ethereum ETFs show inflows.
*News summary from the* [*HODLings app*](https://www.geosystemsdev.com/products/hodlings/)*.*

To be fair, BTC and gold both rely on people agreeing they have value.
Difference is gold has thousands of years of trust behind it, while BTC has portability and fixed supply. Doesn’t really have to be one or the other.

• Total ETH Holdings: 5,206,790 ETH
• ETH Value: \~$12.3 billion
• ETH Supply Controlled: 4.31%
• Newly Purchased ETH: 26,659 ETH (\~$62.18M)
• Staked ETH: 4,712,917 ETH (\~$11.1B)
• Total Crypto & Cash Holdings: $13.4B
• Additional Assets: 201 BTC + $775M cash
• Investments: $200M Beast Industries stake + $88M Eightco (ORBS) stake
Bitmine Immersion Technologies (BMNR) expanded its Ethereum treasury holdings to 5,206,790 ETH worth approximately $12.3 billion, representing 4.31% of Ethereum’s total circulating supply. The company added 26,659 ETH during the latest reporting period and now has 4.71 million ETH staked, valued at roughly $11.1 billion. Total crypto and cash holdings increased to $13.4 billion as Bitmine continues pushing toward its “Alchemy of 5%” Ethereum ownership target.

You do know that gold actually has no value, right? If all the gold mines in the world closed down tomorrow, nobody on earth (unless you worked at one) would even notice. Gold's value is the same as Fiat, BTC, and a $216 million dollar Andy Warhol painting: A group of primates say it has value.
Oil has real value, Electricity has real value, your car has real value, the food you eat has real value. See how long you last without water....Gold is a shiny rock that caught the eye of someone 10,000 years ago when they tripped over it.
There is over 250,000 tonnes of gold sitting above ground today. 1/4 of all the gold 'mined' every year isn't even mined, it is recycled gold. That is the thing: gold never wears out so it simply accumulates year after year, decade after decade and century after century. Maybe that is why it is rigged: nobody really needs it and if the sheeple woke up and realized it, the market would crash 😄

The Strait of Hormuz handles roughly 20% of global daily oil supply. With recent geopolitical tensions disrupting shipping, prices have spiked — and India, which imports over 85% of its crude, is now officially in emergency response mode.
What the government just activated:
\- Fuel allocation cuts across civilian sectors (healthcare and defense kept whole)
\- WFH expansion mandated for government and private companies to reduce commuting demand
\- Energy rationing tightened, renewables pushed as the substitute
Why $SOL and $BTC traders should care:
India is one of the largest retail crypto markets by user count. When living costs spike — fuel, food, transport — retail liquidity dries up fast. Less capital chases risk assets. Historically that's a headwind, and the inflation ripple is just starting.
The political risk layer: Modi's government has to balance public fru...

Yeah the ETH/BTC ratio is really key here - until that starts looking stronger it's hard to get too excited about alt season. I'm watching for sustained momentum above that resistance zone rather than just these quick pops that keep getting rejected

The selective nature of current moves actually makes sense for early stages but we need broader participation to really confirm anything meaningful is happening

Strategy just keeps buying more Bitcoin.
Their confidence in long term BTC is huge.

That’s the key part. If BTC is going to evolve beyond just sitting idle, the systems built around it can’t sacrifice the core reason people trust Bitcoin in the first place.

Feels like the important distinction is that TOTAL3 improving and a confirmed broad alt rotation aren’t necessarily the same thing yet. The recovery underneath definitely looks healthier than a few weeks ago though. Stablecoins improved again, BTC dominance stopped accelerating higher, and TOTAL3 has clearly started repairing structurally.
But at the same time ETH/BTC still looks weak overall and TOTAL3 is still sitting below the bigger long-term confirmation area.
Usually broader rotations start with a smaller group of alts outperforming first before participation spreads wider across the market. So this kind of setup can absolutely be the early stage of a rotation attempt… it just probably isn’t full confirmation yet imo.

Gold boomers still pretending shiny rocks aren’t just a 5k year old memecoin lol. At least BTC settles globally and you can move it without permission.

You only gotta trade the shit coins. Quality coins are buy and hold. I guess that's your answer why I didnt trade LTC, I was misguided and under the assumption it was a quality coin. The eth, BTC, xrp, and bnb I picked up back then are quality coins. LTC is the only shit coin that you gotta trade to make anything of it. Lesson learned.

BTC is headed to the $50k range in the next couple months. It is hovering below the 200ma right now, ready for a nice drop down.

Michael Saylor’s Strategy Acquires 535 BTC for $43M at $80K, Now Holds 818,869 BTC with 9.4% YTD Yield