Bitcoin Holds $90K. Institutions Double Down.
24.04.2025 21 Capital Enters the Chat. ETF Inflows Explode.
DAILY MARKET OVERVIEW
BTC Strength Meets Institutional FOMO.
š Hey, Crypto Enthusiasts! Bitcoin is holding the $90K line like a boss, institutions are diving in headfirst, and altcoins are getting reshuffled hard. Let's break it down.

š BTC stays strong, Wall Street keeps buying
Another strong day across the board. Bitcoin is comfortably above $90,000, and the longer we hover here, the more confident the market becomes. Traders are seeing this as a sign of strength and potential continuation.
Whatās really fueling the fire is the ongoing BTC ETF inflow madness.
$917 million in ETF inflows hit yesterday alone
In the past 3 days, Bitcoin ETFs have pulled in $2.2 billion
Total BTC ETF inflows now sit at $37.686 billion

The numbers are insane, and the message is clear: institutions are not just testing the waters. Theyāre diving in.
Meanwhile, Ethereum is still lagging. Total ETH ETF inflows are only $2.2 billion, and the past 3 days have seen $12 million in outflows. The market is clearly favoring BTC as the institutional play of choice.


šļø ENTER 21 CAPITAL
A new heavyweight has entered the field. 21 Capital, backed by Tether, Bitfinex, SoftBank, and Cantor Fitzgerald, has launched with a $3.9 billion Bitcoin treasury. Thatās around 42,000 BTC, instantly making them the third-largest corporate holder after MicroStrategy and Mara digital.

Our mission is simple: to become the most successful company in Bitcoin, the most valuable financial opportunity of our time.Weāre not here to beat the market. Weāre here to build a new one.A public stock, built by Bitcoiners, for Bitcoiners.ā

This isnāt a one-time treasury move. 21 Capital is signaling long-term commitment and positioning itself as a strategic pillar in Bitcoinās institutional era. With this kind of conviction and backing, BTC's narrative as a sovereign-grade reserve asset just got a major boost.

š NEAR-TERM WATCH: EYES ON $88K
Weāve seen this before. When ETF inflows hit around the billion mark in a day, it often signals a short-term local top. So while things look strong, traders are cautious.
Eyes are on the $88,000 support level. If it holds, the rally remains on solid ground. If it breaks, we could see a correction before the next leg up.
Right now, weāre in a wait-and-see mode. Key questions being asked:
Will $88K hold?
Will macroeconomic conditions improve?
Will the Fed cut rates in June?
Can the trade war cool off?
Weāre not in a confirmed bull market yet. Traders are evaluating, not overcommitting.
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SOCIAL SENTIMENT
Risk rotation, narrative shifts, and some big surprises.

Hereās what the community across X, Discord, and Telegram is watching right now:

š½ļø Trump Coin Pulls a 180
Last week, traders were shorting the TRUMP token in anticipation of large token unlocks. But the Trump team flipped the script; they extended the lock by another 3 months and announced an exclusive dinner event with Donald Trump for the top 220 holders.
The token price skyrocketed, and short sellers were wiped out. One of the most brutal short squeezes of the week.

š„ Hyperliquid (HYPE) Keeps the Spotlight
HYPE has recovered well and remains a focal point of trader attention. Despite competitors emerging, HYPE is likely to hold a strong position throughout this cycle.

š Solana Outperforms Ethereum
SOL is not just holding steady, it's outperforming ETH yet again, and many believe this will continue for the rest of the cycle. Traders are rotating out of ETH and into SOL in search of alpha.

š Meme Coins: Pain and Squeeze
Memecoins have been having a rough time. Liquidity dried up, and traders took big hits. However, certain small-cap memes with low liquidity, like Zerebro, are now seeing short squeezes to the upside. If you're shorting these, be careful. Things can turn fast.

š§ DeFi Remains Quiet, Except Curve (CRV)
Most DeFi tokens are underperforming, but Curve is getting some attention thanks to the rising stablecoin narrative. CRV could be an exception if stablecoin momentum builds.

š® CredibleCrypto: $150K to $250K Bitcoin?
Well-known analyst CredibleCrypto expects the next big push to begin soon. His cycle targets:
Minimum: $150,000
Maximum: $230,000 to $250,000
If that happens, BTC dominance could hit 70%, a level that usually marks the start of altcoin season. Thatās when we could finally see real breakouts across alts.


š WRAPPING UP
Weāre in a critical zone right now. BTC is strong, institutions are stacking, and narratives are aligning. But this isnāt the time for blind risk, itās the time for smart positioning.
NEWS OVERVIEW
The Latest Crypto Headlines š°

Revolut Reports $1.4B Profit, Citing Crypto Trading as Major Growth Driver
UK fintech giant Revolut saw its profits surge in 2024, with crypto trading helping push wealth division revenues up 298% year-over-year.
Metaplanet Hits 5,000 BTC as Race for Corporate Bitcoin Dominance Heats Up
Japanese firm Metaplanet has now accumulated 5,000 BTC, halfway to its 2025 goal, as new competitors join the corporate Bitcoin treasury race.
Coinbase Expands to Charlotte, Adds 130 Jobs in Pro-Trump Domestic Push
Coinbase will open a new office in Charlotte, hiring 130 employees in a move aligned with Trumpās domestic economic agenda and crypto growth plans.
SOL Strategies Secures $500M to Boost Solana Holdings Amid Meme Coin Boom
Canadian firm SOL Strategies raises $500 million to aggressively buy Solana, aiming to lead institutional staking in the booming Solana ecosystem.
YOUTUBE INFLUENCER SUMMARY
Summary From The Top Influencers š·ļø

Lark Davis ā Crypto Is Missing Something Very BIG (24.04.2025 Summary)
Weāve had ETF hype. Weāve had meme coin rallies. But according to Lark Davis, the real bull market hasnāt even started yet.
In his latest video, Lark breaks down whatās missing from this cycle, why ETH is underperforming, and what signals could unlock the explosive phase everyoneās waiting for.

š Quick Summary
Altcoin season hasnāt arrived yet
Bitcoin is seeing massive ETF inflows, ETH is being ignored
Pullbacks are healthy, and Bitcoin could still hit 140K or higher this summer
Macro conditions are slowly turning risk-on
Lark believes the biggest upside is still ahead

š Whatās Missing From the Cycle?
Thereās been no real altcoin mania. No runaway trend. Just a couple of big event-driven pumps like the ETF launch, followed by corrections.
"This hasnāt been a true bull market yet. The best part might still be coming."
Lark points to CryptoConās chart showing weāre still early in the Puell Multiple phase. No cycle top indicators. The full bull market structure hasnāt played out.

š Bitcoin vs Ethereum
Hereās how things look year over year:
Bitcoin: $66K ā $90K
Ethereum: $3,200 ā $1,600
Wall Street is pouring in:
Bitcoin ETFs: $2 billion of inflows in 3 days
Ethereum ETFs: $10 million in outflows
Lark says ETH just isnāt catching bids. Itās lagging heavily, and institutions arenāt showing interest yet.

š” Why It Matters
If ETH canāt bounce soon, it risks falling even further behind. Meanwhile, Bitcoin continues to lead, and Lark expects a healthy pullback to $89K before potentially pushing to $140ā150K around May or June.
Heās also watching macro catalysts like:
A possible Fed rate cut in June
Ongoing USāChina negotiations
A weaker dollar, which tends to lift crypto

š§ Meme Coins and Small Cap Rotation
Lark is rotating more into meme coins and lower-cap altcoins for better upside. Some names he mentioned:
Fartcoin: Watching for a pullback before re-entering
SUI: Huge breakout through key EMAs
TrumpCoin: Surged after a dinner invite utility was announced
Brett: 75% move in 2 days, likely needs a cool-down
He warns not to chase pumps. Wait for confirmation, pullbacks, or support retests.

ā ļø What Could Go Wrong?
Larkās cautiously optimistic, but heās watching for:
Possible stock market correction later in the year
Trade tension escalation
August and September, which are historically volatile
Even so, he believes weāre in a clear risk-on period until late 2025 at least.

š¢ Final Thoughts
āAltcoin season hasnāt happened. Retail isnāt back. And the best part of the cycle still looks like itās ahead of us.ā

Josh Olszewicz ā Alt Coins: Finally Have Evidence of a Bottom (24.04.2025 Summary)
š Altcoins: Finally Showing Signs of a Bottom? Josh Olszewicz Breaks It Down
After months of pain, altcoins are starting to flash signs of life. In his latest market update, Josh Olszewicz explains why we may be at a turning point. Using Ichimoku Cloud analysis and other technical signals, heās spotting actual confirmation that many alts have bottomed.
Letās break it down.

š TL;DR
Altcoins are finally flashing bullish reversal signals
Pepe, Sol, and SUI are leading the pack with strong setups
Stablecoin supply is rising, fueling liquidity
Bitcoin dominance is still high, but starting to show cracks
Weāre not fully bullish yet, but confirmation is finally here

š The Big Picture
Joshās outlook focuses on momentum shifts. He uses cloud indicators and market structure to spot trends early. Right now:
BTC is back above the cloud on higher timeframes, which is constructive
Alts are still lagging, but improving fast on the 12h and daily charts
Stablecoin printing (USDT and USDC) is injecting fresh capital into altcoins
The Total2 chart (altcoin market cap) is forming a possible inverse head and shoulders pattern
"This is the most bullish altcoin charts have looked in months."

š§ Alts to Watch
Altcoin | Signal | What to Know |
---|---|---|
Pepe | 12h TK cross, closing in the cloud | First bullish signal since major breakdown |
Sol | 12h cloud flip, IHS pattern forming | Joshās top confidence play right now |
SUI | +25% move, breaking cloud resistance | Momentum + confirmation equals high confidence |
Popcat | Daily breakout, strong meme coin setup | āThis is what dreams are made ofā - Josh |

āļø Mixed Setups
Coin | Outlook | Comment |
---|---|---|
XRP | Mixed - H&S vs. inverted H&S | Too early to call, watching for confirmation |
ETH | Trying to bottom, still weak vs. BTC | Josh prefers ETH beta (Pepe, SUI) over ETH itself |
ADA | Still in a wide range | Has a 12h setup, not fully confirmed |

š« Charts to Avoid (For Now)
Pair | Reason |
---|---|
ETH/BTC | Multi-year downtrend, no confirmation |
XRP/BTC | Bearish pattern forming, cloud rejection |
LTC/BTC | At all-time lows, zero strength |

š§ Strategy Tips
Wait for confirmation. Donāt guess bottoms, use indicators like TK crosses and cloud flips.
Use edge-to-edge trades. Many 12h charts are setting up for these high probability moves.
Rotate smart. As Josh says, rotate out of strength once it plays out. For example, if Soul/BTC hits 0.02, it may be time to take profits.

š Looking Ahead to May
Josh expects a bigger altcoin move to develop through May if:
Bitcoin continues to range or drift upward
Dominance stalls or pulls back
Liquidity continues flowing into DeFi and alts
āAlts love stability. BTC doesnāt have to moon for alts to run.ā

The information provided in this newsletter is for general informational and educational purposes only. It should not be considered financial advice or a recommendation to buy or sell. Please consult a qualified financial advisor for personalized advice that considers your individual financial situation and goals.