The Bitcoin Bid Grows Stronger

DAILY MARKET OVERVIEW

Crypto Steady

👋 Hey, Crypto Enthusiasts! Happy Friday and let’s dive into what’s driving today’s price action

It’s one of those days when markets look calm, but the surface hides a lot of tension. Bitcoin remains steady above $100K, but signs of strain are everywhere, from economic data to growing political friction.

💪 BTC Holds the Line, Institutions Still Buying

Bitcoin hasn’t flinched from the $100K zone. Instead of fading, institutional demand appears to be strengthening. Over $400 million in ETF inflows have hit the market in the last 48 hours.

The Fear & Greed Index is sitting at Greed but not Extreme Greed, suggesting we haven’t topped out yet.

According to Glassnode, strong accumulation between $93K and $95K is forming a firm support zone. This isn’t just a retail push, it’s being backed by:

• ETF inflows, led by BlackRock

• Exchange buy pressure, especially from U.S. traders on Coinbase

• Short-term holders are also flipping into unrealized profit, which is a classic setup for continuation.

🐋 Whale Watch: Strategic Buying Ramps Up

📈 Mubadala (Abu Dhabi) has added over $500M in BTC exposure
📈 Citadel Advisors doubled their ETF stake
📈 Avenir (Hong Kong) owns nearly 15 million ETF shares

These aren’t speculators. These are strategic, long-term buyers making macro bets.

🏦 Companies Are Putting Bitcoin on Their Balance Sheets

It’s not just funds. Publicly traded companies are now starting to treat Bitcoin like digital gold.

• Méliuz, a company listed in Brazil, now holds 320+ BTC in its treasury. Since adopting Bitcoin, their stock has more than doubled.
  

• DayDayCook, a U.S.-listed company, has announced plans to purchase up to 5,000 BTC over the next few years.

This trend is important because it shows Bitcoin is being used strategically, not just as a speculative play.

❓️ What the Experts Are Saying

Arthur Hayes, the former CEO of BitMEX, predicts:

• $150,000 Bitcoin by the end of 2025

• $1 million Bitcoin by 2028

He believes countries will continue printing money to cover deficits, which reduces the value of fiat currencies. In that environment, Bitcoin acts as a store of value, like digital gold.

Bottom Line: Market Looks Stable, But It’s Not Standing Still

• Bitcoin is supported by strong buying interest from big players

• ETF flows confirm institutional appetite is still strong

• Businesses are beginning to use Bitcoin as a long-term reserve asset

This isn’t a euphoric market, but it’s far from weak. The current calm may be the market gearing up for its next leg higher.

THIS NEWSLETTER IS BROUGHT TO YOU BY:
OPENWALLET

Next-level security for your digital assets

Experience top security with Open Wallet. Your wallet blends user-friendliness with strong security.

SOCIAL SENTIMENT

Liquidity Is Building, But It’s Selective

📈 Stablecoin market cap continues to grow, hinting that fresh capital is on the sidelines, ready to move. Historically, this has preceded major altcoin cycles.

But for now, BTC dominance is rising, which means traders are still risk-averse and focused on safety over speculation.

Key Focus Areas in the Market

🔵 Solana Is Standing Out: Solana is gaining real-world usage. A new initiative called Internet Capital Markets allows businesses to raise money directly on-chain using Solana. This gives it practical value beyond speculation.

🟣 Ethereum Is Still Trusted: With more stablecoins launching and upgrades on the way, Ethereum remains the go-to platform for serious, institutional-grade projects.

🟢 Hyperliquid (HYPE) had a very good rebound, but newer competitors like Lighter and Ostium are pulling attention away by offering rewards tied to usage, known as airdrop farming. This trend is pulling liquidity away from older players and fueling new ones.

🧠 Sentiment Snapshot

• Liquidity is rising but rotating cautiously

• BTC remains the safety trade

• Altcoin momentum is scattered

• Solana and Ethereum are leading quality plays

💡 Stay nimble, keep exposure tight, and position where the capital is flowing. This isn’t the time for passive trades or blind bets.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

Méliuz Buys 274 BTC, Becomes Brazil’s First Bitcoin Treasury Firm
Brazilian fintech Méliuz purchased $28.4 million in Bitcoin, doubling its stock price since March and adopting a treasury-first BTC strategy.

Solana Token Projects Spark ‘Internet Capital Markets’ Boom
Startups are launching tokens on Solana to fundraise and build community, but many face criticism for delivering little beyond hype.

DOJ Charges 12 in $263M Crypto Fraud Ring With Lavish Spending
U.S. authorities busted a cybercrime ring of young hackers who stole crypto and blew it on supercars, jets, and luxury goods.

Wisconsin Pension Fund Sold $300M Bitcoin ETF Ahead of Tariff Crash
Wisconsin’s state fund dumped its BlackRock Bitcoin ETF in Q1 before U.S. tariffs rattled markets and sent BTC below $75K.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Ivan On Tech – BITCOIN: THE MANIA PHASE ‼️🔥 (16.05.2025 Summary)

Ivan says we’ve officially entered the “mania phase” of the 4-year crypto cycle. With Bitcoin hovering around $103K and testing resistance, the weekly close above this level would confirm what he sees as the final explosive leg of the bull market.

🧠 Key Outlooks & Insights

1. Bitcoin Is Exactly On Schedule

• According to Ivan, Bitcoin is tracking previous cycle behavior almost perfectly.

• Past cycles showed a dip in mid-year followed by an explosive Q4 rally — and he believes we’re seeing the same setup now.

• He says: “This is where everything gets crazy.”

💰 Institutions Are Quietly Loading Up

• UBS clients are asking to allocate up to 5% of portfolios into crypto, particularly Bitcoin.

• ARK Invest’s Cathie Wood predicts just 2% allocation from family offices could send BTC to $1M — and 5% could push it to $3M–$5M.

• Ivan calls Bitcoin’s current price of $103K "criminally undervalued" when compared to the long-term institutional demand and limited supply.

🔄 From Real Estate to Bitcoin: A Paradigm Shift

Ivan highlights a story from Andrew Tate who rejected a hotel investment in Switzerland because, in his words, “I’d rather just buy Bitcoin and go on a boat.”

Ivan uses this as a metaphor: investors are waking up to how inefficient and overcomplicated traditional investing is compared to Bitcoin.

🏦 Banks Are Outdated, Crypto Is the Solution

Ivan criticizes the legacy financial system:

• Currency exchange rates at airports often have 20–25% spreads — "legalized scams," in his words.

• Stablecoins like USDC already offer near-zero slippage and fees for currency exchange.

• Mastercard’s partnership with MoonPay is bringing stablecoin payments to 150 million merchants, making crypto payments mainstream.

🔒 The Coinbase Data Leak Sparks a Larger Debate

• A bribed Coinbase support agent leaked sensitive user data (names, addresses, balances, IDs).

• Ivan warns this incident shows how dangerous KYC and centralization are for user security.

• He calls for an end to mandatory KYC/AML, claiming it harms honest users and fails to catch real criminals.

🪙 Gold Is Losing Its Shine

• New experimental tech has successfully created atoms of gold in labs, albeit briefly.

• Ivan warns that its scarcity narrative will collapse if synthetic gold becomes viable — or if more gold is mined from space.

• Meanwhile, Bitcoin’s supply is mathematically guaranteed, and can’t be duplicated or mined from space.

🌐 Solana and the UAE: The Future of Blockchain Development

• Solana leads in daily transactions, 87% of all crypto transactions this week.

• Solana is partnering with the UAE to launch an economic zone focused on crypto startups.

• Ivan says young developers should move to the UAE and build on Solana, where regulation is clear and pro-innovation.

📉 Coinbase Hack: Real-World Risks of Centralization

• Ivan is deeply concerned about the social and physical risks posed by data breaches.

• He mentions reports of users getting phishing calls, even deepfake scams using leaked info.

• Again, he reiterates: crypto users must stop trusting centralized entities and start using DeFi and non-custodial tools.

🔄 Final Take: Bitcoin Is Still Massively Undervalued

Ivan believes that:

• A weekly close above resistance confirms the next rally.

• With institutional demand, growing real-world adoption, and traditional finance losing credibility, Bitcoin is on track to hit $150K–$200K this cycle.

• The only question left is whether retail investors will recognize this before it’s too late.
  

Lark Davis – Bitcoin & Crypto So Close... (16.05.2025 Summary)

Lark opens with a clear message: Bitcoin is right on the edge of a major breakout. At around $104K, price action is grinding sideways, but a daily close above $105K could trigger the next big move.

He’s watching for a bull flag breakout, possibly leading to a new all-time high. The setup looks similar to past patterns where Bitcoin traded sideways for two weeks, then suddenly jumped 10%+.

📈 Lark’s Bitcoin Outlook: Bullish with Caution

• Key Resistance Zone: Bitcoin is at the $104K–$105K ceiling. If price closes above that on the daily or weekly, momentum could rip.
  

• MACD Bullish Crossover (weekly): Last time this happened, BTC rose 75%.
  

• Golden Cross Approaching: The 50-day and 200-day SMAs are set to cross, often a strong bullish signal.
  

• Sideways Setup: A small pullback is still possible, but even that wouldn’t invalidate the trend.

🏢 Institutional FOMO: Corporate Bitcoin Treasuries Are Taking Off

Lark highlights a flood of companies adopting Bitcoin:

• Meliuz becomes Brazil’s first public company with a BTC treasury.

• Chinese firm DDC Enterprise plans to buy 5,000 BTC.

• A restaurant group in Bahrain also adds Bitcoin to its books.

🪙 Altcoin Outlook: Rotation Is Key, Not Loyalty

Lark says not all altcoins are created equal, and many 2021 coins are never coming back. He stresses that success in altcoins requires being willing to rotate into stronger trends.

• Wormhole: A “nerdy” cross-chain infrastructure play used by major institutions like BlackRock and Apollo.

• Litecoin: Technically breaking out of a bull flag above $102.

• Sui: Solid retest of the 20-day EMA. Lark notes that it's becoming a hub for Bitcoin DeFi via projects like BitLayer.

• Pepe: “Probably one of the chosen memes of this cycle.” He’s eyeing a 30% pullback for an entry, but also watching for breakout levels.

💡 Lark’s Key Principles for the Market

• Technical Analysis ≠ Certainty: It's like poker — it gives you a statistical edge, not a crystal ball.

• Market Moves = Emotion: Price action reflects mass psychology more than anything else.

• Global Liquidity > Fed Policy: While QE would help, he believes altseason doesn’t need it to happen global M2 is rising anyway.

• Don't Wait for the Fed: Even ending QT (quantitative tightening) would be a strong signal for risk assets to rise.

🧠 Final Take: Close to Liftoff, But Be Smart

Lark is overall bullish but not blindly so. He says the market is close, but the actual breakout still depends on reclaiming resistance. With corporate Bitcoin adoption surging and retail still hesitant, the setup for upside is strong.

CRYPTO MEMES