BITCOIN DUMPS ON EU-US TARIFF WAR BUT WHALES KEEP BUYING!

we got to start with Bitcoin because we had a little bit of a pullback. Bitcoin currently trading at ninety two, five hundred and twenty one dollars. Nothing to be concerned about. We are still forming higher highs and higher lows as we continue to work our way out of the correction we've been in since Q four. Now, of course, the narratives are going to be attached to the price, right

narrative followers price. We got some tariff war fears continuing between US and EU, things we've seen before, but I don't believe it's at the critical level where markets are all going to dump right now, though gold and silver are ripping, Gold hitting new all time highs and silver as well. It's pretty wild, but like I said, for Bitcoin,

we're just forming higher highs and higher lows. You know, credible Crypto Great Analysts shared a chart showing he was actually anticipating this pullback, and he's saying that, you know, we could see a pullback between the zone of eighty nine thousand two ninety two thousand, so we may find a bottom there and then continue. The big question is, you know, the rally that has started but and will continue.

Is that just simply a dead cat balance that will roll over into a bear market to new lows or is this a move to new all time highs? And that's the big question everyone has. However, a very great

sign that we've seen that has preceded previous bull market rallies are big whales are continuing to accumulate. So large bitcoin holders buy the most coins since the FTX collapse of twenty twenty two. That's pretty significant, folks. All the distribution we saw last year, now we're seeing a high volume of accumulation that is at the FTX collapse level back in twenty twenty two, which was the bottom of the bear market. That's pretty significant, and I think we

can rule this out. So let me give you some details. So, over the past thirty days, entities holding between ten to one thousand bitcoin commonly referred to as fish to Shark cohort, have accumulated approximately one hundred and ten thousand bitcoin according to Glass Note that's the largest such increase since bitcoin fell to the fifteen thousand dollars area just three years ago.

This renewed accumulation has occurred as bitcoin remained stuck in tight range, roughly twenty five percent below its October record high, though also about fifteen percent above its November low of around eighty thousand dollars. So the fish to Shark cohort think high net worth individuals, trading desks and some institutional sized entities now control nearly six point six million coins,

up from about six point four million two months ago. Now, I've been sharing data from six stimate which also validates this, guys, right, I've been highlighting it over the past few weeks. Also, I've been putting the charts in my newsletter, so data from sentiments showing whalle it's with ten or more bitcoin and even going up to about ten thousand coins have been accumulating. Debde on the rise and again this has

driven price. Historically, we've seen crashes throughout this market or this bull market, and as the whales started accumulating, the price went up. You know, one of the things I was highlighting is that they were distributing back in Q four and then towards the end of December they paused and then they started accumulating since then, So data from multiple sources are confirming the whales are accumulating. What do

you think is going to happen? Folks? And you know, we've been tracking USDT dominance which was breaking down, and obviously right now it's rising a bit with this mini sell off, but I believe that the trajectory is down. I think it's going to continue to go down. But look, we're gonna have to wait and see. I don't know what truck is going to throw into the mix. More terrorists, more this and that that could drive the market's nuts. We've seen this before. We just got to get through

it and be patient. Now, speaking of Trump, Animoka's Yat

Sue says Crypto's Trump moment is over now. Many of you may recall I've interviewed Yatsu a couple of times. He's the founder and CEO of Animoka Brands, which is over in Hong Kong. They're a massive fund that is investing in Web three and crypto. So as twenty twenty five progressed, the crypto market realized that political expectations tied to Donald Trump's presidency we're not materializing, leading to a

shift in focus towards structural changes. Yat Sue, co founder of Animocha Brands, highlights the growing influence of institutional capital in crypto markets, likening bitcoin to a reserve asset akin to gold. Sue argues that the convergence of crypto and AI is reshaping the financial landscape, with Hong Kong position as a key hub for this technological evolution. So he's essentially saying, look, the narratives going to shift away from Trump,

which I think is a very good thing. It should not be tied to a president or political figure, right. Obviously it made sense that it was initially tied to it because Donald Trump came in and issued and ordered to change right to get rid of Gary Ginster and all these folks and the attack on crypto. So certainly thankful for that right, because we wouldn't have the crypto

friendly environment you know that we have now without Donald Trump. However, I keep it real with you guys, as an independent I have no dog in the fight, right, so it's easy for me to look at things and call things as they are. I can say what's right and what's wrong. Well, you know, people in either camp, they can't do that. They must say everything is right, it's you know, it's crazy.

But anyway, this is the world we live in. But you know, Trump then launched terrorists that crash markets, delayed liquidity, and much more so, he launched his main coin, which I believe was a very bad idea, and I think that really stole a lot of credibility from the market and stole liquidity from all coins as well. But I digress. We're getting crypto legislation through and we are of course

in the process of getting market structure going. But I agree with yet here the narrative is starting to shift, which is great. We need people to not focus on Trump because if we're looking for adoption, it needs to move away from political figures and so forth, and it needs to focus on the building again, the technology, the adoption, how it makes things better for people and much more so.

I think that that change is happening, and hopefully once the market Structure bill is done here in the United States, we can not have to look towards Trump or the administration and any political figure for that matter. But rather let's start building. Let's get more capital to come in and much more. Okay, folks, this episode is brought to you by Treasure. Treasure makes beautiful hardware wilets then make it easy for you to safely self custom to your assets.

I'm a user of the Treasure devices. I use the Treasure Save five and the Treasures are Saved seven. They have top of the line security. Their new device, the Treasure is Saved seven is quantum ready has the top level security with an updated chip and much more. And folks, they were the ones who started all this. They created the hardware, the first hardware wallet and the seed phrase setup, so they have an incredible pedigree. And folks, the device is the code is open source, so anyone can view

the code out there. It's on GitHub and so forth, so that's how much they trust what they've built. And Treasures devices support all the major coins Bitcoin, xrp Ethereum, Solana, Cardano, and go on, so on and so forth, right and even new tokens. They also have a great software called Treasure Suite which helps you to easily manage your assets within the app on mobile as well as desktop. You

can buy and sell and so forth. They even have a handholding service, so if you buy the device, you can also get these handholding service to talk to a Treasure rep to help you set it up. And don't worry, they don't ask you for your private keys. So Treasure once again great devices. They're just beautiful, easy to use, and once again, I'm a user, so I can vouch

it is. So if you'd like to learn more about Treasure, please check out the link in the description and you can use my code thinking Crypto all one where Thinking Crypto to get five percent off your purchase. Okay, folks,

look at this news. Wall Street integration will power cryptos. Next phase says fidelity digital assets. So with Wall Street coming in, they're building a lot of the infrastructure. Now, don't get me wrong, there are crypto native companies doing that, but Wall Street, you know, they have a lot of experience in different areas. They build a lot of the infrastructure for the tradfi assets like stocks and equities and so on and so forth, and now they're going to

help to do that for crypto. So digital assets are nearing a structural inflection point similar to the shipping container's impact on global trade. Institutional adoption is expanding through custody derivatives, tokenization, and slow moving capital pools like pensions and endowments. According to Fidelity Digital Assets, Chris Cooper, wealth advisors could become a major, underestimated source of long term demand as crypto

access broadens. He said, So, folks, again, the infrastructure being set up here, the white glove service, the insurance, the assurance, the things we've talked about for years, and I believe once the Crypto Market Structure Bill is passed, we're going to see an explosion of innovation in building. I've often talked about mergers and acquisitions there. You know, there's going to be a lot of tradifi companies looking to acquire crypto companies and vice versa. So things are really going

to take off. The ball is rolling. I think everybody recognizes that this is the future. This asset class is here to state. The technology is clearly going to power the markets, the governments, and the economies moving forward. So all of these Wall Street banks and institutions are all setting up and we've seen it. Black Rock State Street, Fidelity, Franklin, Templeton and much more. And most recently, you know, you

had the big capitulation Morgan, Stanley and Vanguard. So even the naysayers, the people who were hesitant, they were sitting on the fence, they are all in now, all right, moving ahead. Ethereum daily transactions searge to all time high

as gas fees fall to record lows. So this is really great news and I'm hoping that this could help contribute to Etherorem doing a major move following Bitcoin, of course, and depending on if Bitcoin hits new highs or you know, it just does a debt cat bounce. But we know all coins are going to follow, and we need Etherrem to do well for the all coin market. I don't make the rules. This is not an emotional take. It's

just how we've seen the market run. And there's a lot of coins that are built on Etherorem's blockchain that use the EVM and much more so. The fact that eth is seeing this type of activity is very good. It's I think one of the contributing factors to price appreciation. So the seven day moving average of transactions on Etherorem is nearing two point five million a record high that's nearly doubled its value from one year ago. Average gas fees have dropped to fifteen cents per the block's data,

the lowest in the network's recent history. Stable Coin transfers now account for thirty to forty five percent of all etherorem transactions, according to Standard Charter. The December twenty twenty five Fudsaka upgrade, which introduced peer das and expanded blob capacity, has driven down Layer two costs, while a doubling of Ethereum's gas limit has helped keep mainnet fees low. Very

great news here, folks. Again, this can contribute. It's one of the factors that can contribute to Etheroreum really doing well. And we want to see that with the rotation of liquidity from Bitcoin down to ethan the rest of the all coin markets, right, you have the rotation into the large cap, midcaps, small caps and so forth. So we've talked a lot about these things, and you know, these are things that you want to see in and it's very good. It's setting against setting the table for a

big move all right. Final news item, Throve Markets announces

sudden pivot to Solana hours before token is set to go live, so throw Markets one week after raising eleven point five million dollars and a public token sale to build a decentralized perpetuals exchange for collectibles on hyper liquid, announced Sunday it's pivoting to Solana. Pseudononymous team member Unwise blamed the move on a liquidity partner losing faith in the project. Unwise said the team will now be rebuilding the PERP decks on Solana from the ground up, garnering

scorn from critics. The token generation event for the Throve token was rescheduled from Sunday at seven pm UTC to nine pm, then moved to Monday at four pm UTC. So this is interesting, and look, Solon is getting a lot of adoption folks, most recently just big, big things happening. It's pretty incredible, and you know, it looks like it's going to continue to get more adoption and do well

price wise. Its chart still looks very bullish. There's a lot of ETFs out there now, so I do whole Solona in my portfolio and I am bullish on it. So it looks like it's going to be one of the big winners coming out of this bullmarket. Now, it won't be the only winner. You know, we just talked about the theorem. I believe XRP is going to be a big winner as well. So we got to be patient.

We've got to go through the volatility, right. Volatility is par for the course, and hopefully we you know, find some real strength and liquidity soon and we see some parabolic move I don't think it's far away, but you know,

just be prepared. You know, when you see the volatility, just accept it, just accept don't fight it, just accept it, and you could use it to your advantage, you know, if you swing trade, not leverage, swing trade from a spot trading perspective, and it could give you some great dip buying opportunities as well. Not financial advice, do your own researcher, of course, So learn to embrace the volatility, folks. Anyway, folks, that's the news. Let's let me know what you think.

Leave your thoughts and comments below, hit the thumbs up button subscribe if you haven't as yet, Please support the podcast by subscribing to my free email newsletter. It is one hundred percent free. Link will be in a description. Check out my book on Amazon. It's available in paperback, in digital, and my course at mycrypto course dot com. This is a comprehensive course that teaches you everything you need to know about crypto folks, thank you so much

for tuning in. I appreciate you all, and I'll talk to you all later