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Hey hey, Happy Hodlers!

This is the Hodl Report, your weekly hit of hopium, speculation and insights. Side effects may include moon talk and spontaneous portfolio checks. 🌙

Today we’re checking in on:

• Macro Moves & Market Vibes 🌎

• Where We’re Headed (besides emotional instability) 🔮

• The Big Headlines, Minus the Boring 📰

• Memes to Cope, Cope to Meme 😂

Boring Week? Good.

Boring = Bullish.

Well maybe not, but after the chaos we’ve been through lately?

We needed this.

Bitcoin’s been sideways chopping between $80K–$85K, not doing much… which is actually great. Why?

Because it’s perfectly following the trend we’ve been predicting.

In fact there are multiple trends at play here.

So let’s break down what’s happening under the hood and what’s coming next.

🥇 Gold vs. Bitcoin

Since Jan 1st:
🔻 Bitcoin is down ~10%
🟢 Gold is up ~20%

Yeah… weird, right?

The reason?

Massive capital flows into gold from central banks and big institutions. These guys are spooked by global instability and want a store of value - but they’re still not cleared to buy Bitcoin, so they’re defaulting to the shiny yellow rock.

Once those same institutions get greenlit for BTC… well, we know what happens next. 😏

💧 M2 Liquidity vs. Bitcoin

We’ve been screaming it for months and our favorite chart still holds. Bitcoin is tracking Global M2 money supply like a loyal little lagging dog.

Liquidity up → wait a few months → Bitcoin up.

That’s the rhythm.

And countries have been printing (ie. liquidity goes up). 💸

The only debate?

Is the delay 84 days (Raoul’s theory)? Big run starts now!

Or 108 day delay (Collin’s call)? Big run starts in early May!

Either way, the math says launch time is very, very soon. 🚀

🟠 Bitcoin vs. Bitcoin

Long-term chart? Still up and to the right.

Dominance? Sitting at 63% - a level we haven’t seen in 4+ years.

ETFs? Had a rough few weeks with high net outflows, but that only sets up the next massive reversal wave.

Tying this all together, what does it mean for the short term?

TLDR: Enjoy the boredom now, because it won’t last. 🔥

Longer version. 👇

The Calm After the Chaos: Hopium Fully Recharged 💊🚀

After weeks of chaos, uncertainty, and tariff-triggered panic, things are finally starting to settle down. Liberation Day came and went, tariffs are now on pause for 90 days, and the fog is starting to lift.

Markets are still subdued thanks to the Fed’s lingering quantitative tightening stance, but Powell and the Fed have started to signal the pivot.

Liquidity is ramping. Interest rates are coming down.

And the setup for a face-melting bull run is right in front of us.

After months of nonstop pro-crypto news, it’s shocking the market hasn’t gone vertical already!

But that’s just short-term fear blinding long-term opportunity.

Once the dust settles - and it’s starting to - we’re going up.

🟠 Bitcoin Is Now Officially Digital Gold

It’s no longer just crypto Twitter calling BTC digital gold - it’s now U.S. government policy.

Crypto isn’t going away.

It’s written into the playbook now.

Remember all those old anti-crypto talking points?

• “It’ll never catch on.”

• “Just internet funny money.”

• “Criminals only.”

• “Uses too much energy.”

• “Gold is better.”

Yeah… all that’s gone real quiet lately. Well, except for that gold one.

Sure, we’re not yet at gold’s 5,000-year track record, but Bitcoin’s on the path.

Crypto’s infrastructure is stronger than ever, and with a fixed supply + endless money printing… it’s not rocket science where this goes.

🔮 So What’s Next?

• In the short term, expect more trade war tension with China, which will keep things choppy and prices at bay.

• But resolution is coming - and when it does, crypto markets are primed to rip.

• We’ve got ~90 days of relative calm before tariffs come back into the spotlight.

• That’s our window. This is the moment to front-run the frontrunners.

First Bitcoin pumps, then as calm returns and dominance falls, alts start their catch-up run.

We’ve already hit the bottom.

Now’s the time to back up the truck and deploy that dry powder.

Want to play it safe? Go with Bitcoin.

Feeling spicy? Grab some high-cap alts.

Feeling full degen? You know what to do - just don’t repeat your memecoin mistakes from the last round. 👀

Has your hopium kicked in yet? 💊

Upgrade to Pro and see exactly how we’re trading this next leg up.

1.  Solana Surges 4.5% After Canada Approves Spot ETFs: Solana jumped 4.5% following the launch of Canada’s first spot Solana ETFs. The approval signals growing institutional interest in SOL as a long-term asset.

2. ECB Cuts Rates as Growth Outlook Worsens: The European Central Bank has cut interest rates amid signs of slowing economic growth tied to global trade tensions. Analysts warn the move could shift capital flows toward riskier assets like crypto.

3. Binance Advises Governments on Bitcoin Reserves: Binance is actively advising several governments on how to manage sovereign bitcoin reserves. The move highlights growing institutional trust in the exchange's strategic expertise.

4. Panama City to Accept Crypto for Taxes, Permits, and Fines: Panama City will begin accepting crypto payments for municipal services through a bank conversion system. The program aims to streamline local transactions and modernize payment infrastructure.

5. Bo Hines: U.S. Has 'Countless Ways' to Stack Bitcoin Reserves: Congressional candidate Bo Hines says the U.S. has numerous tools to grow a strategic bitcoin reserve. He argues that public-private partnerships and mining incentives could accelerate accumulation.

6. VanEck Proposes Bitcoin-Linked Treasury Bonds: VanEck has pitched a new class of bitcoin-linked treasury bonds as a hedge against U.S. debt. The firm says the hybrid instrument could attract crypto-native investors to traditional finance.

7. Trump Exempts Select Tech Products From Tariffs in Crypto Boost: Trump has signed off on tariff exemptions for tech products that support crypto infrastructure. Industry groups say the decision could reduce costs for U.S.-based blockchain developers.

8. Mantra CEO Responds After Historic Token Drop: Mantra’s CEO issued a statement after OM’s historic crash, calling for community resilience and transparency. The platform is now reviewing its tokenomics and governance structure.

9. Experts Dispute Harvard Bitcoin Mining Study: Energy analysts are challenging a recent Harvard study that criticized bitcoin mining’s environmental impact. They say the study ignored key data on renewable energy usage in mining operations.

10. Trump Coin Team Unlocks Large Token Holdings: The Trump Coin project has unlocked a significant portion of its token supply, sparking community concerns over price impact. Developers claim the release is part of a long-planned roadmap.

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

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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)