Bitcoin Dominates as Ethereum Stumbles - What’s Driving the Shift?
Governments, Institutions, and Investors Are All Eyeing Crypto - What Happens Next?
Hey Alphafellaz,
The crypto market has been wild this week.
Bitcoin is flexing its dominance while Ethereum stumbles—raising big questions about where things are headed next. Meanwhile, meme coins are making (and losing) billions, with Trump’s TRUMP token profits surpassing Bored Ape’s Otherside launch, and Elon Musk is throwing his weight behind blockchain to help the U.S. Treasury fight fraud.
On the policy side, Trump’s new tariffs just triggered $2 billion in liquidations, shaking up the market in ways we haven’t seen before. At the same time, new meme coin listings on major exchanges are starting to look bearish, with insiders suggesting the hype cycle may be breaking down. Analysts are also pointing fingers at PumpFun for wreaking havoc on the altcoin market, and let’s not forget; memecoins have shed $47 billion in market cap since TRUMP launched.
For those of you in Europe, NFT Paris is happening this week! If you’re looking for side events, check out sheeets.xyz, and don’t forget to join the Telegram group for last-minute alpha.
See you there?
— 🩸💀 AMERICAN RADASS
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📰 New U.S. Policies Could Redefine the Bitcoin Market Cycle
Trump is continuing to shake up the crypto space. His recent IEEPA tariff orders and EU tax reversals could fuel less global reliance on the US Dollar, increasing Bitcoin’s appeal as a hedge. Meanwhile, Trump Media is pushing plans for Bitcoin and America-First-themed ETFs, which may accelerate mainstream adoption even more.
Adding to the momentum, this 2025 Bitcoin cycle is looking quite different from past cycles, hinting that new dynamics are unfolding in how BTC trades over time. On the legislative front, Utah is moving ahead with its Bitcoin Reserve Fund, while other States continue to propose similar bills despite critics on the matter, suggesting that state-level governments might soon use Bitcoin for fiscal and strategic purposes.
📰 Ethereum’s Future: Big Drops and Bold Upgrades
Ethereum just weathered its worst single-day price drop in four years, sending shockwaves through the broader crypto market. Yet, even amid this volatility, the network is pressing forward technologically, having increased its gas limit to enable more transactions per block.
Meanwhile, research from Sygnum suggests that, once regulatory frameworks become clearer, Ethereum may emerge as the biggest winner, outpacing other blockchains due to its robust developer ecosystem and enterprise adoption. Hong Kong is also now even allowing the possibility of visa support for Ethereum investors, alongside Bitcoin.
At the same time, co-founder Vitalik Buterin is doubling down on his vision of the blockchain rejecting the “Degen Casino” approach, emphasizing the importance of real-world use cases and sustainable growth over speculative mania.
📰 Europe is Speeding Up Crypto and Blockchain Adoption
European nations and companies are starting to embrace crypto at a rapid pace. Blocksquare has now introduced an EU-compliant framework for real estate tokenization, a sign of real-world asset integration.
The Czech Republic is especially active, with the national bank considering a $7.3B Bitcoin allocation, and President Petr Pavel approving a law eliminating capital gains tax on long-term BTC holdings.
Also, Sweden saw the launch of the world’s second staked Cardano ETP, expanding institutional-grade crypto offerings.
📰 OTHER NEWS FROM THE PAST WEEKS
US Treasury Faces Legal Action Over D.O.G.E’s Access to Financial Data
UAE Taps Shiba Inu for Blockchain Integration Across Government Services
Solana Became The Most Used Blockchain In Jan As Trading Volume
US Marshals missed deadline for report on Silk Road Bitcoin to Senator Lummis
Bitcoin Eyes $100K After Market Crash, Trump Approves US Sovereign Wealth Fund: Weekly Crypto Recap
SEC Opens Door to New Wave of Crypto ETFs with Multiple Application Reviews
Japan’s crypto policy shift: PM Ishiba calls digital assets ‘extremely important’
Coinbase demands action from US bank regulators in a move to clarify crypto banking rules
Solana celebrates a year without network failures as ecosystem thrives
South Korea’s crypto seizure crackdown: will it stop tax evasion?
✨ NEW IN THE SPACE
Trump Approves US Sovereign Wealth Fund, Will it Buy Bitcoin?
MetaMask Introduces a Feature Allowing Users to Pay Gas Fees with Tokens
Coinbase Wallet to Integrate Farcaster Feed, Tapping 800,000 Ethereum Wallets
Binance Pay Collaborates with xMoney to Boost Crypto Payments Across Europe
Trivago Integrates Travala's 2.2 Million Hotels, Enabling Crypto Payments for Millions
JPMorgan Survey Finds 29% of Institutional Traders Will Trade Crypto This Year
Winklevoss-owned Gemini considering going public as regulatory tides shift
XRP Ledger’s hour-long halt sparks debate over consensus tradeoffs
Binance Test Token Pumps to $37M After Accidental Name Reveal
💀 RUG PULLS & LEGAL UPDATES
Kanye West Rejects $2 Million Offer to Promote Fake ‘Ye’ Token
Good News for Crypto? US SEC to Scale Back Its Enforcement Division
Crypto Fraudster Antonia Hernandez Sentenced to 30 Months for Forcount Scam
FTX Settles $700M Lawsuit With K5 Global to Maximize Creditor Recoveries
Pumpfun hit with federal lawsuit over alleged $500M pump-and-dump scheme
Former Malaysian PM’s X Account Hacked to Promote Scam Meme Coin
Ransomware extortion drops 35% in 2024 amid crypto exchange crackdowns and increasing refusal to pay: Chainalysis
Canadian Hacker Charged in $65M Cryptocurrency Platform Thefts
EmpiresX founders fined over $130M for fraudulent crypto scheme
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🤓 DISCLAIMER: NFA & DYOR
This newsletter is a curated overview of the most exciting things I’ve read the past week, the projects I’ve researched, and the Coins or NFTs I’ll be trying to buy.
This means I’m - per definition - biased, so don’t consider this as financial advice, and keep doing your own research if you see something you like.