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Greetings, Alpha Addicts!

Welcome to the Hodl Report, your no-BS crypto briefing, because if you’re gonna drink the Kool-Aid, it might as well be ours - spiked with hopium and garnished with green candles. 🍸💊

This week we’re cutting through the noise to look at:

• Macro vibes 🌎

• Trends yelling “something’s happening” 📢

• News worth your scroll 📰

• Memes to ease the FOMO 😂

Short, sharp, and spiked with hopium - let’s go. 🚀

It’s loud out there, fam.

One minute it’s “Bitcoin’s headed for a new ATH!”
Next, it’s “We’re crashing to the $70Ks.”
Some say the bull run is just getting started. Others are calling it already over. 🙃

And just when you think the chaos couldn’t get louder, Trump starts to do his thing…flip-flopping harder than a degen trader after a 10% pump.

(Yes, we saw the tweet. Yes, we rolled our eyes too.)

So what do markets do when everything sounds like a hype-fueled mess?

They go risk-off.

They chill. They wait for clarity. They wait for the noise to die down.

But you?

You’ve got us. 😎

We’re here to help you cut through the noise, decode the chaos and make smart moves even when the market’s spinning in circles. And while we’ve been spot-on more often than not (shoutout to our trade receipts 📈), we also know the short-term is messy and unpredictable.

That’s why this week, we’re breaking down the data, the trends, the signals, and where they’re pointing in the coming weeks and months.

So let’s get into it, and figure out how to actually play this market while everyone else is yelling into the void. 👇

🔥 Signals Screaming Through the Noise 🔥

Time to cut through the noise and see what's really shaking the markets. BitWise just dropped their 2025 Q1 Crypto Market Review, filled with juicy data, impressive stats, and some killer predictions. 

They kick things off with a quick rundown of the year's biggest bombshells (yeah, some massive ones), but if you've been paying attention here, you're already ahead of the game. 😏 Still, here's your quick refresher in case you spaced out.

Now, let's dive into the big trends and signals that are impossible to ignore right now:

1️⃣ Supply Crunch is Real (And It's Happening NOW!) 🚨

Supply crunch alert - Bitcoin is becoming scarcer than good Wi-Fi at a Starbucks. We've got fewer BTC available while demand is skyrocketing faster than your last crypto meme. As we go through the following, let’s remember that there are only 450 new BTC minted daily.

Here's what's fueling this squeeze:

🟠 MicroStrategy Going HAM (Again!)

Michael Saylor just threw another $1.42 billion into Bitcoin, adding 15,355 BTC to their already massive stack, which now hodls 553,555 BTC.

And he's not even close to done as he casually announced plans to raise $84 billion (yep, more than DOUBLE their current BTC holdings value) to buy even more Bitcoin. 🤯

🐳 New Whale in Town = 21

Bitcoin OG Jack Mallers is launching "21," debuting via SPAC with a hefty 42,000 BTC treasury. They're adopting MicroStrategy’s playbook of buy-and-hodl. Translation: More coins off the market indefinitely. 🟠

👔 Corporate Bitcoin Treasuries Stacking Heavy

Corporations now hodl over 750,000 BTC collectively, and the number keeps climbing. These diamond hands are here for the long haul. 💎🙌

💼 ETF Flows Locking Up Supply

ETFs are buying Bitcoin faster than TikTokers jump on trends. In the past 3 weeks there have been major net inflows meaning ETFs are vacuuming up available supply, intensifying the crunch. 💸

🏦 BTC Exchange Reserves at Record Lows

Bitcoin available to buy on exchanges? Basically non-existent. Less supply means tighter markets and more explosive price action. 🚀

😴 Retail Still Asleep

Google searches for “Bitcoin” are still chilling down low, but the second normies remember Bitcoin exists and FOMO kicks in again, expect that retail tsunami to come crashing back in…hard! 🌊

🥷 Governments Quietly Stacking

After the U.S. flexed their official Bitcoin Strategic Reserve policy, you can bet that governments around the world are stacking sats quietly. Yeah, a few countries flashed their BTC bags publicly, but most are hoarding Bitcoin undercover before this turns into a full-blown, global Bitcoin arms race. 🏁

Simple math:

Rising demand + shrinking supply = Moon mission inbound! 🌕

2️⃣ Bitcoin Chart: Technical Analysis Turning Bullish (Kinda) 📊

Look, we're not TA junkies, but the daily Bitcoin chart is screaming something clear - after a brutal three-month downtrend, we've officially reversed. TLDR: trend flip confirmed, and the narrative is shifting bullish. Let's go. 🐂

3️⃣ M2 Global Liquidity Flooding Markets 🌊

Macro experts know the drill - global liquidity drives Bitcoin’s price more than Elon Musk drives Dogecoin hype. With fiat dollars flooding the markets looking for a home, guess what? They eventually end up in Bitcoin and crypto, boosting prices. Dirty fiat inflates, Bitcoin appreciates. Simple economics, fam. ₿

📉 But Wait...The Bearish Buzz 📉

Alright, let's flip the script and look at the bearish noise out there - mostly mainstream media doom-and-gloom. They’re pushing recession fears, Trump-driven tariff chaos, and even throwing around "Great Depression" comparisons. 🤡

Here's the deal…mainstream media loves blaming Trump when markets dip but conveniently ignores him when they rally. 🤔

Despite the doom narratives, markets are smarter - they see clarity emerging on tariffs (trade deals and lower rates incoming!), and they’re pricing it all in. Sure, there might be short-term volatility (think leverage build-ups leading to cascading selloffs), but recession fears typically mean one thing: the Fed starts printing money, which historically sends Bitcoin soaring after a brief dip.

So what's it gonna be, fam? Are you buying into the media's doom spiral, or are you betting on the greatest economy ever built - powered by innovative, tech-driven giants?

Stack wisely, friends. 💪

1. Arizona Approves First-Ever U.S. State Bitcoin Reserve: Arizona has become the first U.S. state to create a Bitcoin reserve, allocating 10% of its $31.5 billion in assets. The move marks a major milestone in public sector crypto adoption.

2. Morgan Stanley to Offer Crypto Trading to E*Trade Clients: Morgan Stanley is preparing to roll out crypto trading for E*Trade users. This would bring digital asset access to millions of retail investors through a major brokerage platform.

3. Ripple’s $4.5B Bid for Circle Reportedly Rejected: Ripple’s $4.5 billion acquisition offer for Circle was reportedly turned down as Circle moves forward with IPO plans. The rejection reflects Circle's confidence in its independent growth trajectory.

4. SEC Delays XRP and Dogecoin ETF Decisions: The SEC has postponed decisions on proposed XRP and Dogecoin spot ETFs. The delay pushes back key timelines amid growing political and regulatory pressure on ETF approvals.

5. FTX Repayments Put Pressure on Solana Market: FTX’s upcoming creditor repayments are creating sell pressure on Solana, one of its largest holdings. Analysts warn the liquidation could temporarily impact SOL’s price despite bullish fundamentals.

6. 21Shares Files Spot Sui ETF, Eyes Strategic Expansion: 21Shares has filed for a spot SUI ETF with the SEC, signaling further institutional interest in emerging layer-1s. The firm also hinted at upcoming strategic partnerships to support SUI’s growth.

7. El Salvador Pauses Public Bitcoin Buys Amid IMF Talks: El Salvador has paused public Bitcoin purchases as it negotiates a new deal with the IMF. President Bukele emphasized that private BTC holdings remain unaffected during the talks.

8. Coinbase Launching Institutional Bitcoin Yield Fund: Coinbase is set to launch an institutional fund offering yield on Bitcoin, aimed at asset managers and family offices. The product will use staking and lending strategies to generate passive BTC income.

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)