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.

šŸ‘‹ 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.

šŸ“ˆ 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.

What’s 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. They’re 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.

šŸ›ļø 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. That’s 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.We’re not here to beat the market. We’re here to build a new one.A public stock, built by Bitcoiners, for Bitcoiners.ā€

Jack Mallers, Co-Founder and CEO of Twenty One

This isn’t a one-time treasury move. 21 Capital is signaling long-term commitment and positioning itself as a strategic pillar in Bitcoin’s institutional era. With this kind of conviction and backing, BTC's narrative as a sovereign-grade reserve asset just got a major boost.

šŸ“‰ NEAR-TERM WATCH: EYES ON $88K

We’ve 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, we’re 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?

We’re 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.

Here’s what the community across X, Discord, and Telegram is watching right now:

šŸ½ļø 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.

šŸ”„ 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.

šŸ“ˆ 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.

šŸ’€ 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.

🧊 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.

šŸ”® 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. That’s when we could finally see real breakouts across alts.

šŸ WRAPPING UP

We’re in a critical zone right now. BTC is strong, institutions are stacking, and narratives are aligning. But this isn’t the time for blind risk, it’s the time for smart positioning.

NEWS OVERVIEW


The Latest Crypto Headlines šŸ“° 

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 Trump’s 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 šŸ“·ļø 


Lark Davis – Crypto Is Missing Something Very BIG (24.04.2025 Summary)

We’ve had ETF hype. We’ve had meme coin rallies. But according to Lark Davis, the real bull market hasn’t even started yet.

In his latest video, Lark breaks down what’s missing from this cycle, why ETH is underperforming, and what signals could unlock the explosive phase everyone’s waiting for.

šŸ” Quick Summary

  • Altcoin season hasn’t 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

šŸ“‰ What’s Missing From the Cycle?

There’s been no real altcoin mania. No runaway trend. Just a couple of big event-driven pumps like the ETF launch, followed by corrections.

"This hasn’t been a true bull market yet. The best part might still be coming."

Lark points to CryptoCon’s chart showing we’re still early in the Puell Multiple phase. No cycle top indicators. The full bull market structure hasn’t played out.

šŸ“Š Bitcoin vs Ethereum

Here’s how things look year over year:

  • Bitcoin: $66K → $90K

  • Ethereum: $3,200 → $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 isn’t catching bids. It’s lagging heavily, and institutions aren’t showing interest yet.

šŸ’” Why It Matters

If ETH can’t 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 $140–150K around May or June.

He’s also watching macro catalysts like:

  • A possible Fed rate cut in June

  • Ongoing US–China negotiations

  • A weaker dollar, which tends to lift crypto

🧠 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.

āš ļø What Could Go Wrong?

Lark’s cautiously optimistic, but he’s watching for:

  • Possible stock market correction later in the year

  • Trade tension escalation

  • August and September, which are historically volatile

Even so, he believes we’re in a clear risk-on period until late 2025 at least.

šŸ“¢ Final Thoughts

ā€œAltcoin season hasn’t happened. Retail isn’t back. And the best part of the cycle still looks like it’s ahead of us.ā€

Josh Olszewicz – Alt Coins: Finally Have Evidence of a Bottom (24.04.2025 Summary)

šŸ“ˆ 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, he’s spotting actual confirmation that many alts have bottomed.

Let’s break it down.

šŸ” 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

  • We’re not fully bullish yet, but confirmation is finally here

šŸ“Š The Big Picture

Josh’s 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."

🧠 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

Josh’s top confidence play right now

SUI

+25% move, breaking cloud resistance

Momentum + confirmation equals high confidence

Popcat

Daily breakout, strong meme coin setup

ā€œThis is what dreams are made ofā€ - Josh

āš–ļø 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

🚫 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

🧭 Strategy Tips

  • Wait for confirmation. Don’t 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.

šŸ“… 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

ā€œAlts love stability. BTC doesn’t 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.