Beiträge von Strategen

Crypto Market Pulse👀

Despite a wave of macro uncertainty, crypto continues to show remarkable strength.

• 📉 New data shows that the U.S. economy contracted by -0.3% in Q1 2025, sharply missing expectations of +0.3% growth. This surprise miss has pushed the odds of a recession to 74%, the highest in this cycle.

• 📈 Meanwhile, Bitcoin shrugged off a brief correction and is already trading back above $95K, once again proving its resilience in the face of economic weakness.

• 💸 While minor ETF outflows were recorded yesterday, the Coinbase Premium remains positive, signaling continued underlying demand.

• 🏥 Semler Scientific added another 165 BTC to its balance sheet (worth ~$15.7M), continuing its steady accumulation strategy.

• 📞 All eyes are on Strategy's earnings call later today, where they're expected to outline new capital raise plans aimed at further growing their Bitcoin treasury.

• 💼 In a major adoption development, four of the largest U.S. wirehouses, collectively managing over $10 trillion, are set to begin offering crypto ETFs to clients this year, according to Bitwise CIO Matt Hougan. The wall of institutional money continues to form.

Monatsbericht der "FENERATOR Crypto Strategy" per 30. April 2025:

MTD: +9.30% / YTD: -25.31% / ALL: +67.74%

Donald Trump hat am «Liberation Day» wieder die Finanzmärkte erschüttert, indem er die Zölle noch höher und breiter angesetzt hat als angekündigt. Den Zollhammer treffen 185 Länder individuell in der Höhe von 10% - 50%. Tage später revidierte er die Zollankündigungen wieder, indem er die Zölle um 90 Tage verschob, um zu verhandeln. Aktien, Rohstoffe, Krypto und USD verloren zuerst 2-stellig an Wert, um sich im Monatsverlauf wieder zu erholen. 

Mit seinem Slogan «Make America Great Again» will Trump die Weltmachtstellung der USA verteidigen, v.a. gegen Herausforderer China. Mittels Zolldrohungen will er Investitionen und Arbeitsplätze in die USA holen und geopolitisch versucht er China gezielt zu schwächen, indem er Eingeständnisse für china-freundliche Staaten aus dem BRICS-Block anbietet. Russland bietet er die Annexion der besetzten Gebiete in der Ukraine an und Vizepräsident Vance verhandelt mit Indien über ein Handelsabkommen. Um aber den Chinafreund Iran in Schach zu halten, lässt er Israel gegen Palästina und den Iran freie Hand. Zudem hat Trump einen weiteren Widersacher, den US-FED Chef Jerome Powell, welcher sich weiterhin weigert, die Leitzinsen zu senken. Auch ihn hat er angegriffen, indem er Powell «Mr. too Late, a major Looser» genannt und zum Rücktritt aufgefordert hat, was er aber wieder relativiert hat.

Trumps Hin und Her lehrt, auf seine Ansagen nicht panisch zu reagieren, was immer mehr Investoren beherzigen. Die Kurse und Stimmungsindikatoren steigen wieder und der Volatilitätsindex fällt. Sollte Trump zu lange mit den Zöllen spielen und Powell die Zinsen zu spät senken, ist eine Rezession im 2. Halbjahr realistisch.

Das Portfolio bleibt zu 100% in Krypto investiert. Im April haben wir zwei neue Titel mit RENDER und PENDLE gekauft und SONIC verkauft. Nach Bitcoin (Digitales Gold) ist Layer-1 mit ETH/XRP/BNB/SOL/TRX/SUI der zweitgrösste Sektor, gefolgt von DeFi mit AAVE/CRV/PENDLE, RWA mit LINK/ONDO sowie KI mit RENDER.

Mit Freude können wir bekanntgeben, dass wir mit dem ICONOMI-Plattform Betreiber ein EU-reguliertes «Services Agreement» unterzeichnet haben. Damit bekräftigt Triaconta B.V. einerseits das Vertrauen in die professionelle Verwaltung unserer seit über 4 Jahren bestehenden Strategie und sorgt andererseits für eine rechtskonforme Weiterführung auf der Plattform für uns und unsere Investoren.

Alen

StrategieManager

Kunst

Crypto Market Pulse👀

• Coinbase Premium remains elevated, signaling persistent U.S. spot buying demand and institutional interest that continues to support the underlying strength of the market📈

• ETF flows stay positive and substantial, with consistent daily inflows into both $BTC and $ETH products. The appetite from institutions remains firm, even as price remains stuck in a tight range💪

• Arizona Senator Wendy Rogers made headlines by backing Bitcoin publicly: “I do not have any concerns about the volatility of #Bitcoin simply because if you zoom out on all of the charts, it always increases in value.” Another strong sign that political support for Bitcoin is becoming more vocal and mainstream🤔

• Trump’s 60-day executive order on the Strategic Bitcoin Reserve expires on May 5 — potentially opening the door to new capital or structural developments around BTC reserve allocation⏳

• Only ~165,000 new $BTC will be mined over the next year, while public companies alone purchased 95,000 $BTC in Q1 2025. Supply is shrinking fast — and demand isn’t going anywhere👀

P.S. Based on our updated algorithmic strategy, $AVAX closed its daily candle below our trackline, so we’re temporarily removing it from our structure. We're rotating those funds into $BTC for now and will reassess if the setup improves👌

🚀 Daily Crypto Signals 🚀

Here are SYGNAL's latest, short-term trend-following signals for the top 5 cryptos:

Date: April 30, 2025

📈 $BTC : Max Bullish (1.0)

📉 $ETH : Bearish (-0.538462)

📈 $XRP : Max Bullish (1.0)

📈 $SOL : Neutral (0.230769)

📈 $BNB : Neutral (0.230769)

Our signals are generated daily to help you make informed trading decisions.

This material by SYGNAL is for informational purposes only and does not constitute an offer to buy cryptocurrencies; past performance does not guarantee future results.

Crypto Market Pulse 👀

• Coinbase Premium remains elevated, showing continued demand from U.S. institutions and investors👀

• ETFs continue to accumulate both Bitcoin and Ethereum, further tightening available supply and reinforcing the trend of institutional adoption💪

• Arizona’s Bitcoin Reserve Bill has passed its final vote and now heads to the governor’s desk. If signed into law, this could mark the beginning of state-level BTC adoption in the U.S.🇺🇸

• Strategy isn’t slowing down—the firm added 15,355 $BTC for ~$1.42 billion, boosting its already massive stack and doubling down on its conviction🔥

• In Brazil, Itaú, the country’s largest bank, is backing a Strategy-style initiative called Oranje, which will begin with a $210 million Bitcoin allocation. This signals deepening global corporate interest in BTC🤔

• Ethereum Foundation announced plans for the Fusaka hard fork, expected in Q3/Q4. Apart from boosting transaction speed, the foundation revealed plans to increase real-world utility and strengthen Ethereum’s resilience—a notable step forward as the network gears up for broader adoption🛠️

• Despite all this activity, Google searches for "Bitcoin" have dropped to their lowest level since October 2024, according to Google Trends. Retail remains asleep while institutions are front-running the next move😉

Gm

1. Market Overview

Crypto market continues to quietly strengthen under the surface. Exchange reserves are steadily dropping as accumulation by the long-term holders remains strong. At the same time, ETFs and corporations have maintained a steady buying pace, tightening the available supply even further💪

This week, we also saw a major new player enter the arena: Twenty One, a new public company backed by Tether, Softbank, and Cantor Fitzgerald, officially launched with the goal of aggressively accumulating Bitcoin.

After months of price suppression caused by tariff drama and geopolitical tensions, this week finally brought a strong rebound across the crypto market. With those headwinds starting to ease, it feels like the market is ready to catch up. Looking ahead, with the prospect of rate cuts and the beginning of a broader monetary easing cycle, the setup for the crypto market looks as promising as ever🤔

2. ETF Flows

After weeks of muted activity, this week we witnessed one of the strongest inflow weeks since the launch of the ETFs. Both Bitcoin and Ethereum products saw significant demand, signaling a potential shift in sentiment as institutional interest picks up once again.

• BTC ETFs: +$3.06 billion🤑
• ETH ETFs: +$157.1 million💸

🚀 Daily Crypto Signals 🚀

Here are SYGNAL's latest, short-term trend-following signals for the top 5 cryptos:

Date: April 28, 2025

📈 $BTC : Max Bullish (1.0)

📉 $ETH : Bearish (-0.538462)

📈 $XRP : Max Bullish (1.0)

📈 $SOL : Neutral (0.230769)

📈 $BNB : Neutral (0.230769)

Our signals are generated daily to help you make informed trading decisions.

This material by SYGNAL is for informational purposes only and does not constitute an offer to buy cryptocurrencies; past performance does not guarantee future results.