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Howdy, Crypto Cowboys!

Welcome to the Hodl Report, your weekly fix of hot takes and hopium hits, served up with a side of alpha.🔥

This week we cover:

• Macro vibes check 📉

• TradFi & political chess moves 🏛️

• Key headlines you actually care about 📰

• Crypto memes to soothe the pain 😂

Macro’s shifting in our favor.

Liquidity is picking up and we all know what that means: crypto loves fresh money like a degen loves leverage. 🤑

But before the bull really breaks loose, we’ve got to survive two spicy events:

1. 📆 April 2 – Liberation Day
   Trump’s reciprocal tariffs drop, and maybe (just maybe) we get actual details this time. Expect some market jitters leading up to it (unknowns = volatility).

2. 📆 April 15 – Tax Trauma Day
   Everyone’s favorite: crypto holders panic-selling to pay Uncle Sam. Expect some downward chop as folks liquidate to avoid a letter from the IRS.

Meanwhile, some of crypto’s biggest mouths are updating their earlier calls - thanks to last week’s FOMC meeting and a little post-game analysis of Powell’s speech.

And they’re out here pouring gasoline on the altcoin hype train, riling up the loyal holders like it’s alt season already.

And some are painting bullish long-term visions now that we’ve got regulators and politicians suddenly acting like they’ve always been pro-crypto.

Buckle up, this might be the last time we see these sweet, sweet discount prices before liftoff. 🛒🚀

2025 is shaping up to be the year TradFi finally gave in and said, “Fine, we’ll go full crypto.”

We’ve got Robinhood and Circle prepping IPOs, Kraken linking up with NinjaTrader, and Coinbase sliding into Deribit’s DMs with a full-on M&A play.

It's TradFi meets degen energy, and we’re here for it.

Plus, this week:

1. GameStop Hit CTRL+C on the Saylor Playbook 🎮🟠

In one of the most meme-perfect timelines ever, GameStop (the OG meme stock) has officially entered its Bitcoin era to stay alive and stay relevant.

Right after the BTC announcement, they casually dropped a $1.3B convertible note raise…sound familiar? Cough cough MicroStrategy, Michael Saylor, the original Bitcoin debt addict.

After nearly flatlining in 2021, trimming their retail fat, and going digital, GameStop’s clearly flipping through the Saylor survival manual. And speaking of the man himself, this week, Saylor announced another $584M BTC buy for Strategy.

Can’t stop, won’t stop. GameStop.

Their new tagline.

Powered by Bitcoin. 🚀

2. Trump’s Still Making Crypto Headlines 📰🪙

ICYMI: We broke down how stablecoins are the new crypto narrative and the Trump administration’s top crypto priority in this piece.

But now, Trump’s World Liberty Financial is getting in on the stablecoin game directly, launching USD1, which, unlike their other bags, might actually stay pegged and not dump 40%. 😅

And that’s not all. Trump Media also dropped news this week that it's partnering with Crypto.com to launch crypto-related ETFs and other products. Because of course it is.

3. Tether’s Finally Getting Its Receipts Together? 🧾👀

Speaking of stablecoins, word on the street is Tether’s in talks with a Big 4 accounting firm (yes, a real one this time) to finally get those reserves audited.

If true, it could be the moment crypto’s longest-running conspiracy theory gets debunked and the industry finally gets that “see, we told you” moment. No more mystery backing, no more FUD - just cold, hard, Big 4-verified receipts. 

TradFi, politics, memes, stablecoins and Bitcoin - it’s all blending together like the perfect crypto cocktail. 🍸

1.  Crypto Venture Firms Betting on 3 Big DeFi Trends: Top crypto VCs are pouring capital into real-world assets (RWAs), DePIN infrastructure, and DeFi on Bitcoin. These trends are seen as the next growth phase for decentralized finance in 2025.

2. SEC Nominee Paul Atkins Discloses $6M Crypto Ties: SEC nominee Paul Atkins revealed $6 million in crypto-related holdings, including stakes in Securitize and Anchorage. The disclosure raises questions about regulatory neutrality as crypto enters the policy spotlight.

3. Bitcoin Could Surge to $110K Before Correction: Analysts predict Bitcoin could hit $110,000 in a parabolic move before entering a major correction. The rally is driven by ETF inflows, halving hype, and macroeconomic tailwinds.

4. Tether Engaging With Big Four Accounting Firm: Report: Tether is reportedly in talks with a Big Four accounting firm to audit its reserves. If confirmed, this could be a pivotal step toward transparency for the $100B+ stablecoin giant.

5. Studio Ghibli Memecoins Surge Amid OpenAI-Driven Trend: A new wave of Studio Ghibli-themed memecoins is flooding Ethereum and Solana, fueled by OpenAI's Sora 4o content generation. The trend is turning meme culture into hyper-personalized, AI-powered assets.

6. Trump Media Taps Crypto ETFs in New Partnership: Trump Media & Technology Group is partnering with crypto ETF providers to explore blockchain-based investment products. The move aligns with its ongoing embrace of Web3 and retail investor engagement.

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).