Inflation SpikeInflation Spike &Tariff Tension

DAILY MARKET OVERVIEW

Crypto on Edge Ahead of April 2

👋 Hey, Crypto Enthusiasts! After a surprise jump in inflation data and rising geopolitical tension around tariffs, markets are feeling the pressure today.

🔥 Inflation Catches Markets Off Guard

Markets were caught off guard today after the U.S. Commerce Department reported a 0.4% jump in Core PCE for February - the biggest monthly rise in over a year. On a year-over-year basis, inflation came in at 2.8%, slightly above the 2.7% economists had expected.

This report matters because Core PCE is the Federal Reserve’s go-to inflation metric, and a hotter print like this suggests the Fed might hold off on cutting interest rates anytime soon. Stocks quickly turned red, bond yields climbed, and crypto didn’t escape the turbulence either, with traders moving into risk-off mode.

📉 Bitcoin Dips, Ethereum Takes a Hit From Sudden Dump

As the broader market reacted to inflation fears, Bitcoin slipped below $85,000, reversing some recent gains. But Ethereum took the bigger hit - and not just because of macro pressure.

On-chain data flagged two new wallets (likely linked to hackers or exploiters) receiving 14,064 ETH through THORChain and Chainflip. Almost immediately, the ETH was dumped for $27.5 million at an average price of $1,956. That wave of sudden selling and panic dragged ETH all the way down to $1,860, spooking traders and adding extra weight to an already shaky market.

🐂 Under the Surface

While price action looks heavy on the surface, several key signals point to long-term strength fundamentals building underneath.

💰 ETF Inflows Keep Building: Bitcoin ETFs have now seen 10 straight days of positive inflows, with over $1 billion added. This kind of consistent demand from institutions shows that appetite remains strong, even in the face of macro stress.

🇫🇷 France Enters the Chat: BPifrance, the state-owned French investment bank, announced a €25 million fund to invest directly in digital assets and support French crypto startups. The move comes as Europe looks to catch up with the United States in digital asset development.

🏛️ SEC Drops More Cases: The SEC officially dismissed enforcement actions against Kraken, Consensys, and Cumberland DRW. Combined with earlier case dismissals involving Coinbase, this suggests a broader de-escalation in regulatory pressure. Robinhood, Uniswap Labs, and others still await resolution, but momentum appears to be shifting.

🗓️ All Eyes on April 2

April 2 is now the most closely watched date on the calendar. President Trump’s reciprocal tariffs are expected to go live, injecting uncertainty into global markets.

The European Union has indicated a willingness to make trade concessions in an effort to ease tensions. However, the final outcome remains unknown. Until there is clarity, traders are staying cautious and managing risk tightly.

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SOCIAL SENTIMENT

Crypto X Braces for April 2

Crypto X is alive with speculation as traders try to make sense of what’s coming next week. The consensus? There’s more happening behind the scenes than meets the eye.

Several high-profile analysts have noted that European officials are preparing responses before anything has even been announced.

• That suggests a major tariff update has already been leaked to key governments and players - possibly explaining the recent market volatility.

👀 Political Strategy in Play?

One growing theory:

The Trump administration may be using a classic political move: start strong, then ease later. By leading with aggressive tariffs, they could pivot closer to the 2026 midterms and frame the narrative as:

This strategy would let them look tough on trade now, then claim progress later, calming markets in time for election season. It also helps build a case that any short-term economic pain isn’t their fault - but the recovery is.

Whether this theory plays out or not, traders are watching closely.

Current Price action suggests that many are positioning for a more aggressive policy rollout than initially expected.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

Nasdaq Files for Grayscale’s Spot Avalanche ETF
Nasdaq submitted a 19b-4 to list Grayscale’s Avalanche ETF, following VanEck’s application and broader crypto ETF momentum under the Trump administration.

Sei Foundation Eyes 23andMe Buy in DeSci Power Play
Sei Foundation explores acquiring 23andMe to protect user DNA data and integrate it with blockchain, in what could be DeSci’s biggest move yet.

Terraform Labs to Open Claims Portal on March 31
Terraform creditors must file claims by April 30 to recover part of up to $500M after the firm’s 2022 collapse and Chapter 11 filing.

Bitcoin Miners Shift to AI to Offset Halving Pressures
As profits drop, miners eye AI data centers for growth. But building complex infrastructure and maintaining uptime brings new challenges.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Ivan on Tech – BITCOIN: DUMPIIING AGAIN!!! (28.03.2025 Summary)

Bitcoin Actually Dumping, or Just Another Trap? Ivan Breaks It Down

Ivan’s stream may be wild, but he’s got some sharp takes buried beneath the chaos. Despite a 2% dip and memecoins bleeding out, he says nothing’s changed structurally. This is classic crypto fear.

1. The Dump Explained – CME Gap Closing

• Bitcoin dropped to close the CME gap around $84.8K

• Ivan says this is normal and expected, just a reset, not a crash

• Key level: $84.8K holds = healthy structure

2. Bitcoin Is Massively Undervalued

• BTC is cheaper now than it was in January, despite:
  ✅ Positive regulatory shifts
  ✅ Dismissed lawsuits (Coinbase, Kraken)
  ✅ ETF inflows (10 straight days)
  ✅ Pro-crypto leadership incoming at SEC

• Ivan: "Price ≠ Fundamentals right now. And that’s a big opportunity"

3. The Supercycle Theory: Borrow Fiat, Buy BTC

• Companies like GameStop and MetaPlanet are raising debt to buy Bitcoin

• Ivan says this fiat-to-BTC arbitrage loop won’t last forever

• Once fiat weakens enough, people won’t sell BTC for dollars

• It’s a race to accumulate while the window is still open

4. Memecoin Madness: Binance vs Solana

• Binance is listing more meme coins to compete with Solana’s dominance

• Meme season isn’t dead, but beware of “sell the news” dumps (like Mubarak coin)

5. Death Cross? Ivan Loves It

• A death cross (50MA crossing under 200MA) is about to form

• Ivan says it’s usually bullish for BTC due to crypto’s fast pace

• “By the time the cross hits, the market’s already reset.”

Final Take:

The panic is fake. Bitcoin is healthy, institutions are quietly buying, lawsuits are dropping, and regulation is turning pro-crypto. BTC is massively undervalued, and Ivan sees this as prime time to accumulate. Ignore the noise and zoom out.

CryptoRUs – Why Today’s Inflation Numbers Make a Strong Case for Bitcoin (28.03.2025 Summary)

Inflation’s Rising, but That’s Exactly Why You Want Bitcoin

George responds to today’s hot PCE inflation print and shows how the macro environment keeps strengthening the Bitcoin narrative.

1. Inflation Surprise Supports Bitcoin's Purpose

• Core PCE came in hotter than expected

• Wall Street is nervous, but this reinforces Bitcoin as a hedge against reckless fiscal policy

• George says it’s a reminder of why Bitcoin was created in the first place

2. U.S. Debt Spiral Accelerating

• U.S. interest payments now over $1 trillion per year

• Government is issuing debt just to pay existing debt

• Bitcoin offers a way out of this endless fiat cycle

3. Institutions Still Accumulating

• Nearly $100M flowed into BTC ETFs yesterday despite the price dip

• Fidelity led the charge while BlackRock took a breather

• George notes whales and big players are quietly re-entering

4. Hash Ribbon Buy Signal Flashes

• Historically strong buy signal triggered again

• Past occurrences preceded major rallies after a short delay

• Timeline aligns with possible Fed rate cuts in May or June

5. Supply Crunch is Real

• BTC on exchanges is at a 7-year low

• Supply is drying up while demand grows

• “You can’t print more BTC” remains the core narrative

6. Bonus Round: Avalanche ETF, Cardano Stablecoin, SEC Softening

• Grayscale filed to convert its Avalanche trust into an ETF

• Cardano working on launching a native stablecoin

• SEC dropped charges against Crypto.com and Kraken

Final Take:

Hot inflation, surging debt, and suppressed supply make Bitcoin look stronger than ever. George urges viewers to zoom out, stay patient, and realize this is the quiet part of the cycle when real accumulation happens.

CRYPTO MEMES