Amidst the Weekend Chaos, We Found What Really Moves Crypto 🚀

Short-term hype moves markets, but this indicator decides the trend. We showcase a huge revelation from Crypto Twitter and dive into the market-moving indicator.

March 04, 2025

In partnership with

Hey there, Hodlers!

And just like that, Bitcoin’s back in the low $80Ks.

Right where we were only days ago after that brief joyride to $95K on Sunday.

But alas, the crypto gods (aka liquidity) weren’t feeling generous, and now we’re clutching onto a very shaky $83K BTC like a degen holding an overleveraged long.

Such is crypto. 🤷

By now, you know the deal - Sunday’s big Trump announcement lit the spark. Turns out, he can move markets with a single statement.

But what you probably missed? A quiet admission that flew under the radar.

Plus, we’ve locked in on the trend that’s gonna guide our trades. 🚀

We cover both below. 👇

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Well folks, unless you’ve been living under a rock (or just don’t care about crypto - so why are you here?), you’ve heard the news:

  • Trump named SOL, ADA, and XRP for the U.S. Crypto Reserve, likely for their "American-made" status.

  • Crypto Twitter lost its mind asking why Bitcoin wasn’t included.

  • Trump doubled back, adding BTC & ETH because, in his words, he loves them.

  • All this way ahead of the 100-day proposal deadline, proving Trump is as impatient as the crypto crowd.

Our take?

  1. Announcing this on a Sunday, while TradFi was closed, was classic Trump chaos.

  2. Crypto Twitter is furious about altcoins being in the mix (and fair point - tax payers become the exit liquidity for alts with centralized supply).

  3. This feels like a negotiation tactic - Trump may walk back altcoins and settle on just Bitcoin as the process unfolds.

  4. Trump’s presidency is like crypto itself: volatile, impatient, and moving at warp speed. It’s only been six weeks, but it feels like ten years.

But the real shocker?

Peter Schiff - THE Bitcoin hater - just admitted that:

  1. Bitcoin is digital gold, and…

  2. It’s better than gold. 🤯

Can we just take a moment to appreciate this historic Peter Schiff admission? 🎉

Now, time to blast this all over Crypto Twitter and watch Schiff squirm under a tidal wave of "told you so" energy and see how he scrambles. 😆

Through all the weekend chaos and market whiplash, one indicator emerged as the real MVP.

So… does this change how we trade? 👇

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We’re officially locked in on M2 Money Supply as our go-to indicator.

📊 When charted against Bitcoin, BTC reliably lags M2 by ~10 weeks - liquidity pumps, and Bitcoin follows. More fresh cash = more fuel for crypto.

Rubbing salt in the wounds, we saw this pullback coming back in January but didn’t follow our own advice. Lesson learned. 😢

The difference this time? What’s throwing the correlation off in the past few weeks?

Tailwinds are stronger than ever with a pro-crypto White House, regulatory easing, and institutions going all-in.

This short-term hype along with announcements like Trump’s Sunday one can shake things up temporarily.

But when the dust settles, Bitcoin always finds its way back to its true driver: liquidity.

So, according to the chart, for now we’re holding tight - waiting for the downward trend to reverse before making any moves.

If the M2/liquidity correlation holds true, the real rally is still yet to come. 🚀

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Disclaimer: The content from Hodl Report should not be taken as trading, investment or financial advice or solicitation to buy or sell any assets. This newsletter is for informational and educational purposes only. Please be careful out there and DYOR (do your own research).