Luc Jose A.

Fueled by a speculative surge, Bitcoin crosses critical thresholds while global markets remain under pressure. Indeed, on-chain analysis reveals a sharp acceleration in "hot supply," these freshly moved bitcoins that indicate the arrival of new short-term players. The signal is strong, and the momentum powerful. However, behind the bullish trend, one question persists: does this rise rely on solid foundations or on a fragile frenzy?

In the unstable universe of cryptos, every economic statistic can reshuffle the cards. After a jump of over 10% in a week, bitcoin is entering a critical phase. Upcoming releases in the United States (inflation, employment, industry) could reshape market sentiment. In an environment already weakened by the turbulence of April, the slightest surprise could reignite volatility or extend consolidation. This week is poised to be decisive for BTC's trajectory and investor appetite.

As Bitcoin approaches historic highs, some institutional players are displaying unprecedented boldness. Strategy, led by Michael Saylor, has just announced the acquisition of 15,355 BTC for $1.42 billion, as the price surpassed $90,000. This massive new investment confirms the company's resolutely offensive strategy and illustrates the dynamics of a market where institutions are rapidly reshaping the balance, despite the ongoing volatility.

Ripple is preparing a major move. With the acquisition of broker Hidden Road for $1.25 billion, the crypto company is not just strengthening its arsenal. According to attorney John Deaton, Ripple aims much bigger: to capture a share of an institutional market estimated at $16 trillion. Behind this discreet operation lies a titanic ambition: to become one of the pillars of tomorrow's finance.

In a rapidly changing financial market, the boundary between traditional finance and cryptocurrencies continues to blur. The latest milestone is the launch in Brazil of the first XRP-backed ETF, initiated by Hashdex. This initiative provides investors with regulated access to one of the most traded cryptocurrencies in the world, thereby reinforcing Brazil's position as a driver of crypto innovation in Latin America.

Under the pressure of sluggish growth and enduring geopolitical instability, the government is implementing an unprecedented austerity measure. By official decree, 3.1 billion euros in credits are being canceled for 2025, indicating a determined budgetary reorientation. The objective is to maintain the course of restoring public finances in the face of a weakened economic context. The cuts will severely impact key sectors such as ecology, the economy, and research, revealing the priorities of a public management that is now under strain.

The uncontested reign of the dollar in global reserves is wavering. In the face of geopolitical tensions and economic sanctions, powers like China are reassessing the security of their sovereign assets. A breaking dynamic is beginning, driven by a quest for financial independence and the desire to escape Western influence levers. This strategic realignment could permanently reshape the global monetary balance and open a new era for alternative assets like gold… and bitcoin.

As Bitcoin breaks through new psychological thresholds, it reshapes the landscape of digital economic cycles. A consensus is now emerging among experts: support around $90,000 could become a sustainable strategic base. Between validation from on-chain data and projections from recognized valuation models, this hypothesis is gaining traction and fueling market expectations, already buoyed by the rise of institutional adoption.

In a constantly bustling crypto market, XRP has stood out with a rare significant movement. In just a few hours, the break of the resistance at $0.57 and a massive wave of liquidations disrupted the balance of forces. This double event, combining buying pressure and selling capitulation, puts XRP back in the spotlight.

While cryptocurrencies are shaking up the global monetary order and pushing states and central banks to rethink their strategies, Switzerland chooses the path of caution. The Swiss National Bank (SNB), the guardian of the country's economic stability, has just firmly rejected the idea of integrating bitcoin into its reserves. This clear positioning comes at a time when a citizens' initiative is trying to force the adoption of crypto at the highest institutional level.

As international monetary tensions intensify, China is ramping up its offensive against the dominance of the dollar. Beijing is formalizing the launch of a strategic plan to impose its own international payment system. This initiative marks a major turning point in the redefinition of global financial flows, reinforcing China's ambition for a multipolar economic order. By directly targeting traditional networks dominated by the West, this maneuver is now capturing the attention of markets, governments, and major financial institutions.

The apparent calm of the crypto market could well shatter. At stake: over 8 billion dollars in Bitcoin and Ethereum options are set to expire this Friday, one of the largest volumes of the year. With each expiration, volatility looms. However, this time, the gaps between current prices and pain points could trigger unexpected rebounds. In a climate of macroeconomic hesitation, this massive expiration could well hasten a new fundamental movement.

Despite a bleak market climate, Ethereum is sending a strong signal: 449,000 ETH have been transferred in one day to accumulation addresses, an all-time record. This strategic movement, observed amid falling prices, reveals a persistent confidence among some long-term investors. Contrary to the prevailing sentiment, this operation raises questions about a possible cycle change, as volatility remains high and economic uncertainties continue to weigh on the entire crypto sector.