Bitcoin Leads, Altcoin Season Looms

DAILY MARKET OVERVIEW

Weekend Surge

👋 Hey, Crypto Enthusiasts! Markets are heating up just in time for the weekend. Let’s dive into everything you need to know.

Bitcoin Blasts Through $95K as Bullish Momentum Accelerates

Another powerful day for crypto! Bitcoin punched above $95,000 with impressive strength, dragging altcoins cautiously higher behind it.

💪 ETF Flows Remain Relentless

Bitcoin ETFs saw a massive $442 million in inflows yesterday, a clear signal that institutional interest is still ramping up.

🔹 Bullish But Watchful

While momentum is strong, uncertainties still linger. Chief among them is the confusing and escalating U.S.-China trade tension. Trump claims negotiations are happening, while Chinese officials deny it.

Some speculate that the U.S. is managing the media narrative to dampen panic. So far, the market doesn't seem to care. As long as there’s no disastrous headline, the bull trend looks set to continue.

🔹 Regulatory Winds Turn Favorable:

The Federal Reserve announced Thursday evening that it will no longer require advanced notice from member banks engaging with crypto or stablecoin activities. Banks' crypto involvement will now be treated like any other business line, signaling a more normalized, less hostile stance toward digital assets.

The crypto community welcomed the news with open arms. Many had hoped that the Trump administration would bring a regulatory pivot, and it’s finally materializing.

🎏 Caution Flags:

Rising inflation and the uncertainty around delayed rate cuts remain risks. May and June economic data will be critical to watch. For now, though, bulls are in control.

🌟 Vibe Check:
The market is long. Sentiment is turning more optimistic by the day. Stay sharp, but enjoy the ride. Happy weekend, everyone!

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SOCIAL SENTIMENT

Traders Smell Altseason on the Horizon

Market sentiment is rapidly improving. Traders, even some of the more conservative ones like Hansolar, are now openly calling for Bitcoin to break $100K.

🔹 Altcoin Market Cap Signals Opportunity:

Altcoin market cap, excluding the top 10 coins, currently sits at just $241 billion, far below the $450 billion peak from December 2024. This gap suggests serious upside if money starts rotating out of Bitcoin and into smaller caps.

🔹 The Big Question:
Everyone is asking: What’s the next big trend?

• Memecoins?

• AI agents?

• Or something totally new?
  No one knows for sure, but expect rapid rotations and volatility.

🔹 Pepe Eyes New Heights:

Analyst Max, aka the Pepe Whisperer, sees major upside potential for PEPE, predicting a breakout that could challenge and even surpass Shiba Inu (SHIB).

🔹 Setup for a Final Altseason?

With valuations so low across altcoins, conditions are ripe. If Bitcoin dominance starts to drop, expect fireworks. We’ll be monitoring closely and updating you on any emerging trends.

🧠 Sentiment Summary:

• Traders are increasingly bullish.

• Altcoin setups look promising.

• New trends could ignite a fast stay alert.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

North Korean Hackers Set Up Fake U.S. Crypto Companies, Report Finds
New research links North Korean hackers to fake companies BlockNovas and SoftGlide used to target crypto developers with malware.

SEC Delays Decisions on Polkadot and Hedera ETFs Until June
The SEC extended deadlines for Polkadot and Hedera ETF proposals, signaling a cautious but evolving stance toward crypto assets.

Federal Reserve Lifts Crypto Restrictions for Banks
The Fed reversed previous crypto guidance, allowing banks to engage in crypto activities without prior notification requirements.

Crypto User Loses $700K in Address Poisoning Scam
A crypto user mistakenly sent nearly $700,000 USDT to a scammer’s wallet, highlighting the growing threat of address poisoning attacks.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Brian Jung – My Plan to Make Millions in the Next 2025 Crypto Bull Run (25.04.2025 Summary)

After months of reflection, Brian is back, speaking raw and honest about what it will take to survive and win in the next crypto cycle.

In this video, he shares his updated mindset, the tough lessons he learned, and a real strategy for how he plans to capitalize on the 2025 bull run.

🔍 Quick Highlights

• Crypto today is harder, rougher, and filled with insiders and scams

• Brian stays bullish long-term despite the setbacks

• The big winners next cycle will move fast, stay young at heart, and build real communities

• Trading will be key for serious gains, not just holding and hoping

• Skill-building and finding early narratives are critical

💬 The Hard Truth About the Market

• Crypto isn’t as "fun" as it used to be

• Rugpulls, greed, and fast token dilution have crushed retail investors

• Many altcoins have already bottomed, making risk vs reward very attractive right now

• Trying to perfectly time bottoms or tops is a mistake

• Building a real system matters way more than chasing hype

💡 Brian’s Plan for the Next Bull Run

• Level up skills constantly (trading, researching, adapting to new metas)

• Stack cash now during the slow, choppy market

• Wait for confirmation before going heavier, instead of gambling on the bottom

• Focus on building, trading, or staying deep in the trenches catching early runners

• Take profits quicker. Holding too long gets punished harder in faster markets

📈 Narratives Brian is Watching

• Stablecoin projects will become huge (massive revenues and adoption)

• AI and virtual agents will return with better tech and stronger fundamentals

• A new emerging blockchain could take over and outperform old leaders

• Younger, tighter communities will dominate the next wave

⚡ Final Thoughts

• This next cycle will reward skill, community, and quick decision-making, not luck

• Crypto is a mental game. Stay sharp, stay patient, stay grateful

• The biggest wins will come to those preparing right now, not those waiting for the bull run to start

"Work while the candles are red. Thrive when the bulls come back."

Benjamin Cowen: Bitcoin Social Risk - Why Retail Never Returned (25.04.2025 Summary)

In his latest deep dive, Benjamin Cowen explains why retail interest in crypto never came back like it did in 2021, despite Bitcoin hitting new highs.

He uses hard data from his "social risk" metrics to show the truth about the current market.

🔍 Quick Highlights

• Social risk measures crypto interest across YouTube, X (Twitter), and exchanges

• Retail interest never returned to 2021 levels

• Bitcoin dominance keeps rising while altcoins bleed

• True retail mania needs loose monetary policy, which still hasn’t arrived

• Right now, we are stuck in the "pain" phase

💬 Why Retail Didn't Return

• Views, followers, and engagement are way lower than in 2021

• Every spike in attention was short-lived and tied to volatility, not sustained growth

• Altcoins continue to bleed against Bitcoin, keeping overall social interest low

• The current market mirrors 2019 much more than 2020 or 2021

📊 Social Risk vs Market Reality

• Bitcoin’s price rising alone isn’t enough to bring back retail

• Social risk correlates more closely with Ethereum and the altcoin market

• No real altseason means no real return of retail hype

• Without altcoin pumps, the broader public stays disinterested

⚡ What Needs to Change

• Monetary policy must shift to being much more loose

• That usually only happens after enough pain in the markets

• More pain increases the odds of rate cuts and liquidity returning

• Until then, social risk will stay low and Bitcoin dominance will likely stay high

📢 Final Thoughts

• The retail crowd is still missing

• Bitcoin dominance is strong, but altcoins need to wake up for true mania

• Big changes come after real market pain, not before

"Welcome to the pain. It’s part of the process."

CRYPTO MEMES