In partnership with

Ahoy, Blockchain Buccaneers!

You’ve boarded the Hodl Report, where we plunder the best crypto insights and leave the FUD walking the plank. ☠️

Here’s what we’re breaking down today:

📉 Macro & market mood
🏛️ Trump’s latest crypto moves
📰 Biggest crypto headlines
😂 Memes to survive the madness

Markets got their fuel from this week’s FOMC meeting, and here’s the signal in all the noise:

• 📉 Rate cuts are back on the menu. Two are now expected this year, with the first one likely hitting in May.

• 📊 Fed Funds Rate should drop to 3.9% by December.

• 💸 QT (Quantitative Tightening) is being slashed from $25B/month to just $5B starting April 1.

Translation?

Cheaper money is coming. Bitcoin loves that.

And guess what?

M2 money supply has already been heating up, setting the stage for a rocket to new all-time highs in the coming weeks. The correlation between M2 and Bitcoin is as clear as day.

The only mystery left is whether BTC lags by 70 or 107 days. Either way, liquidity goes brrr, Bitcoin goes up. 💸

How are we trading this?

We’re prepping for one final dip (possibly just under $80K), before going full send and ditching stablecoins.

It’s always nice when Arthur Hayes steps in to validate our crystal ball. 🔮

He doubled down on his (and let’s be honest, our) prediction this week - and we’re feeling extra smug about it. 😎

Builders Gonna Build: Memecoin Wars Begin

While the macro gods do their thing, the memecoin trenches are heating up too.

When devs stop tweeting and start building, you know things are about to get spicy.

This week we learned that:

1. Pump.fun is launching its own DEX instead of handing tokens off to Radium.

2. Radium clapped back by announcing their own version of a token launcher, straight-up copying Pump.fun’s homework.

The timing of those announcements?

Perfectly in sync with the market’s mood swing from meh to moon. 🌕

Also stoking the bullish fire this week was some seriously pro-crypto talk coming out of this week’s Digital Asset Summit. 👇

Digital Asset Summit Recap 🎤

Hits, Hype & Heavy Bags

This week’s Digital Asset Summit pulled together a wild mix of crypto degens, TradFi suits, and political power players, and yeah, it definitely gave sentiment a boost.

But the real headline?

For the first time ever, a sitting U.S. President spoke at a crypto conference.

Let that sink in.

Trump stepped up and delivered the crowd-pleasers like a guy who’s done this a few times before - all charm, all soundbites, all gas.

He drove home his talking points with:
✅ Operation Chokepoint? Gone.
✅ Stablecoins? The key to keeping the dollar king.
✅ U.S. Bitcoin holdings? Diamond hands forever.

Then he dropped the mic with this zinger:

“Together, we will make America the Bitcoin and crypto capital of the world.” 🔥

Say what you will, he knows his audience.

Meanwhile, Saylor was Preaching the 21 Commandments of Bitcoin 📜

Michael Saylor gave a presentation titled “21 Truths of Bitcoin,” which basically felt like a TED Talk meets Bitcoin church revival.

He’s chugging the orange Kool-Aid and trying to get the entire TradFi crowd to sip it too.

Check out Saylor’s 21 Truths of Bitcoin for yourself!

PS: It’s almost time to watch ETH again. 👀

We’ve got our eyes back on Ethereum - and we’ll explain why in next week’s deep dive.

It’s gonna be yuge!

1. SEC Drops Ripple Case, Finalizes $125M XRP Settlement:
   The SEC has officially dropped its lawsuit against Ripple execs and agreed to a $125 million settlement. Ripple calls it a major win, closing a multi-year legal battle over XRP’s security status.

2. SEC: Proof-of-Work Crypto Mining Doesn’t Trigger Securities Laws:
   The SEC has clarified that proof-of-work crypto mining activities do not fall under securities regulations. This ruling provides major regulatory relief for Bitcoin miners and other proof-of-work chains.

3. Ethereum to Hit $4K in 2025, Says Standard Chartered:
   Standard Chartered forecasts Ethereum will surge to $4,000 this year, citing strong fundamentals and ETH ETF momentum. The bank also sees long-term potential tied to Ethereum's role in tokenized assets.

4. Canary Capital Files for First-Ever Sui ETF:
   Canary Capital has submitted an SEC filing for what could become the first SUI-based ETF. The move signals growing institutional interest in layer-1 alternatives beyond Ethereum and Solana.

5. Raydium Launching Pump.fun-Style Meme Token Platform:
   Solana DEX Raydium is launching its own version of Pump.fun, enabling fast creation and trading of meme tokens. The platform aims to ride the wave of viral token trends with low-friction tools for creators.

Big thanks for making it to the end of this week’s Hodl Report! 👊

If you enjoyed the ride, had a good laugh or learned a thing or two, feel free to share the love! Just copy/paste this link over to anyone:

HodlReport.com/Subscribe

The more, the merrier - because who doesn’t love a bigger party? 🥳

Happy Friday!

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).