BitMon

Bitcoin | Crypto cycles | Market observations

[BitMon @BitMonCrypto]

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[BitMon @BitMonCrypto]

Crypto Morning Brief | Mar 31

$BTC $67,825 (+1.81%)
$ETH $2,073.27 (+3.18%)
$SOL $83.67 (+1.25%)

Majors bounced slightly, but sentiment remains cautious.
The market is still focused on institutional positioning, payment adoption, and on-chain infrastructure.

Headlines
1. CoinShares filed for three Bitcoin volatility ETFs.

2. Square auto-enabled Bitcoin payments for millions of U.S. merchants, with automatic USD conversion.

3. ETH funds saw $222M in outflows last week, while total digital asset fund outflows reached $414M.

4. BitMine added 71,179 ETH last week, worth around $146M.

5. The Ethereum Foundation staked another 22,517 ETH, worth about $46.2M.

6. MARA previously sold 15,133 BTC to fund debt buybacks.

7. CoinShares said nearly half of BTC supply is currently sitting at a loss.

[BitMon @BitMonCrypto]

Alpha is often just picking the right coin early.

Not every chart deserves your attention.
I’d rather watch a few names with structure + narrative than force random trades.

Right now I’m watching:
$TRX — pushing highs after breakout
$SKY — one of the cleanest trends
$TAO — retest looks interesting
$PENDLE — sitting on key support
$HYPE — market is watching

Before entry, before risk management, before targets—
pick the right asset.

What’s your highest conviction setup recently?

[BitMon @BitMonCrypto]

A classic strategy to trade in a ranging market 👇

[BitMon @BitMonCrypto]

In an uptrend, don’t chase green candles.
Let price come to you.

EMA21 = aggressive entry
EMA55 = safer entry

Simple rule:
trend first, pullback second, entry last.

[BitMon @BitMonCrypto]

BitMon Morning Brief | Mar 30, 2026

$BTC $66,548.72 -0.5%
$ETH $2,007.68 +0.3%
$SOL $82.52 +0.4%

👉Majors remain range-bound, with BTC hovering around $66K as the market continues to absorb selling pressure and cautious sentiment.

Top Headlines
1⃣Bitfinex’s BTC long positions rose to 79,343 BTC, the highest level in 28 months.

2⃣ETH saw a net supply increase of about 81,790 over the past 30 days. Total supply has risen to 121,570,566 ETH, with an annualized supply growth rate of around 0.82%.

3⃣A whale transferred 3,246 ETH to an exchange, raising concerns over potential selling pressure.

4⃣CEXs recorded a net inflow of about 6,033 BTC over the past 24 hours, pointing to continued short-term sell pressure.

5⃣Several major token unlocks are due this week: SUI will unlock about 42.94M tokens on Apr 1, while EIGEN and ENA will unlock about 36.82M and 40.63M tokens, respectively.

6⃣El Salvador’s strategic Bitcoin reserve increased to 7,605 BTC.

7⃣A Worldcoin-related address transferred another 75M WLD, raising concerns over circulating supply and potential sell pressure.

[BitMon @BitMonCrypto]

Crypto Morning Brief | Mar 27, 2026

$BTC: $68,988 (-3.15%)
$ETH: $2,072.24 (-4.24%)
$SOL: $86.82 (-5.38%)

Majors pulled back after a failed rebound, with BTC falling below $70K as markets faced pressure from Middle East tensions, rising rate expectations, and lower risk appetite ahead of large BTC options expiry.

Headlines
1. CoinShares filed for a suite of Bitcoin volatility ETFs tracking the CME CF Bitcoin Volatility Index.

2. Around $15B in BTC options will expire on Deribit this Friday.

3. The U.S. CLARITY Act debate over stablecoin yield continues; Citi says the restrictions could weigh on USDC circulation short term, but not Circle’s core revenue.

4. David Sacks stepped down as the White House’s AI and crypto czar.

5. Today’s market drop came with about $330M in liquidations, including roughly $290M in longs.

6. The Worldcoin team moved 89.65M WLD to a new address and continued transferring tokens to centralized exchanges.

7. MARA sold 15,133 BTC in March, raising about $1.1B to fund debt buybacks.

[BitMon @BitMonCrypto]

BitMon Morning Brief | Mar 26, 2026

$BTC: $71,250 (+1.48%)
$ETH: $2,175.21 (+1.49%)
$SOL: $91.54 (+1.53%)

👉Majors posted mild gains, but BTC remains capped near $72K as the market balances regulatory tailwinds, institutional adoption, and weak on-chain demand.

Top Headlines
1. BTC remains below $72K, with four on-chain indicators pointing to weakening demand.

2. The U.S. CLARITY Act debate is centered on stablecoin yield, with potential impact on stablecoin business models and distribution logic.

3. Circle faced pressure from stablecoin yield concerns, but Bitwise remains bullish on its long-term valuation.

4. Around $15B in BTC options will expire on Deribit this Friday, raising the risk of weekend volatility.

5. Franklin Templeton and Ondo launched tokenized ETFs tradable 24/7 in crypto wallets, covering equities, fixed income, and gold.

6. Interactive Brokers now supports transfers of BTC, ETH, SOL, and other crypto assets from external wallets and platforms into linked crypto accounts.

[BitMon @BitMonCrypto]

NYSE working with Securitize on tokenized securities is not just another RWA headline.
It’s a sign that core market infrastructure is taking onchain capital markets seriously.

For years, crypto framed the future as disruption:
blockchains would replace legacy finance.

But the more likely path may be this:
Wall Street doesn’t reject crypto rails.
It absorbs the parts that improve issuance, transfer, settlement, and market access.

That’s why this matters.

If tokenized securities move closer to regulated exchange infrastructure, the value won’t accrue evenly across crypto.
It may concentrate in:
· compliant issuance
· custody
· transfer agent infrastructure
· onchain settlement
· stablecoin-linked capital rails

So the big takeaway is:
Crypto may not replace Wall Street.
Wall Street may tokenize itself using crypto infrastructure.

That is massively bullish for the space long term — but also a reminder that infrastructure may outperform narrative.

[BitMon @BitMonCrypto]

You think it’s consolidation.
It’s actually distribution before a breakdown.

This is a Descending Triangle 👇
• Lower highs → sellers getting more aggressive
• Flat support → buyers getting weaker
• Volatility compressing → pressure building

👉 The reality:
Demand is fading.
Supply is pressing.

When support breaks:
It’s not the start of the move —
it’s the release of built-up pressure.

📍 Trading edge:
Don’t trade the chop — wait for the break
Breakdown > prediction
The tighter the structure, the faster the move

💡 Remember:
Support doesn’t hold forever —
it gets tested until it fails.

[BitMon @BitMonCrypto]

The Solana headline isn’t “more partnerships.”
The real story is that Solana is trying to get repriced from a fast chain into financial infrastructure.

Mastercard, Worldpay, and Western Union joining the Solana Developer Platform changes the framing.

For most of the cycle, SOL traded on:
speed, cheap fees, user growth, meme velocity.

But enterprise payment and settlement integrations point to something bigger:
· stablecoin rails
· merchant flows
· cross-border settlement
· token issuance workflows
· actual financial activity

That matters because a hot ecosystem asset is valued on momentum.
A network carrying real economic flow can be valued on infrastructure relevance.

So the key question for SOL isn’t just TPS anymore.
It’s whether these integrations turn into persistent transaction volume.

The market used to value Solana like a high-beta chain.
Solana now wants to be valued like a financial network.

Huge difference.

[BitMon @BitMonCrypto]

Tether hiring a Big Four firm for a full audit is bigger than a headline.
It signals that stablecoins are entering a transparency war, not just a scale war.

For years, the winning formula was simple:
distribution, liquidity, exchange integrations.

Now the next phase looks different:
· audit quality
· reserve clarity
· redemption confidence
· regulatory compatibility

Pair that with Delaware’s proposed payment stablecoin framework, and the direction is obvious:
onchain dollars are moving deeper into the formal financial system.

That matters because the next wave of capital won’t care only about supply growth.
It will care about whether stablecoins can plug into banks, payments, corporates, and regulated markets.

The biggest upside may not go only to issuers.
It may go to the rails around them — custody, settlement, payments, treasury infrastructure, and RWA connectivity.

This isn’t just a Tether story.
It’s a signal that stablecoins are becoming system infrastructure.

[BitMon @BitMonCrypto]

Crypto Morning Brief | Mar 25, 2026

$BTC: $70,648.43 (+0.2%)
$ETH: $2,157.64 (+0.9%)
$SOL: $91.14 (+0.8%)

👉Majors are stabilizing. Market focus remains on regulation, stablecoin transparency, tokenization, and Solana’s institutional push.

Top Headlines
1. Tether signed a Big Four firm for its first full audit.

2. Delaware proposed a stablecoin bill covering licensing, reserves, custody, and disclosure.

3. CFTC launched an Innovation Task Force for crypto, AI, and prediction markets.

4. Solana launched SDP with Mastercard, Worldpay, and Western Union.

5. NYSE partnered with Securitize on tokenized securities infrastructure.

6. Bernstein kept its $150K BTC target for end-2026.

7. Hostplus is considering Bitcoin and crypto options for members.

[BitMon @BitMonCrypto]

Most people see a breakout.
I see pressure that’s been building for a while.
That’s an Ascending Triangle 👇

• Equal highs → sellers defending a level
• Higher lows → buyers getting more aggressive
• Volatility compression → energy loading

👉 What it really means:
This isn’t consolidation.
It’s accumulation under pressure
The edge is not the pattern itself —
it’s understanding:

when pressure finally releases

📍 Trading insight:
Don’t front-run — wait for confirmation

Fakeouts happen — structure matters
The cleaner the setup, the stronger the move

💡 One thing to remember:
Trends don’t start suddenly —
they get squeezed into existence.

By the time you see the breakout,
smart money was already positioned.

[BitMon @BitMonCrypto]

the altcoins I'm DCA for the next cycle:

$HYPE — best futures DEX out there
$ZEC — privacy isn't dead, it's undervalued
$TAO — AI + crypto that actually works
$VIRTUAL — betting on AI agents narrative
$AAVE — DeFi lending king, survived everything

could be wrong. but this is where i'm putting money.

[BitMon @BitMonCrypto]

Altcoins outperforming BTC — XRP, ADA, DOGE up 10%+ over 7 days

7-day performance:
$XRP: +11.57%
$ADA: +11.27%
$DOGE: +10.26%
$ETH: +9.35%
$BTC: +6.41%
When alts outpace BTC, it usually means risk appetite is healthy.

But here's the thing I keep reminding myself:
When BTC sneezes, alts catch pneumonia.

If we retest $68K (or worse, $64.7K), these gains could vanish fast.

[BitMon @BitMonCrypto]

BitMon Daily Brief

Market:
$BTC $70,478 (+3.36%)
$ETH $2,137 (+3.86%)
$SOL $90 (+4.25%)

👉Iran de-escalation + CME gap filled = risk-on rally, alts leading.

Headlines:
1⃣Trump says "very good" Iran talks, 48h threat passes without action

2⃣ BTC reclaims $70K, fills CME gap, eyes $72-75K next

3⃣Alts surge: XRP +11.57%, ADA +11.27%, DOGE +10.26% (7d)

4⃣ $400M weekend liquidations washed out over-leveraged longs

5⃣Gold retreats from Jan highs, DXY above 100

6⃣ETH near $2,154 resistance, $998M shorts at risk

[BitMon @BitMonCrypto]

Bloomberg:
SEC may process Morgan Stanley's BTC ETF starting today (75-day window).

MS manages ~$8T AUM.
Even 1% allocation = $80B potential inflow.

This is what "institutional adoption" actually looks like.

[BitMon @BitMonCrypto]

Uncomfortable truth:
38% of #altcoins are trading near ALL-TIME LOWS. Not "cycle lows." ATH lows. This is worse than post-FTX. (CryptoQuant data)

Meanwhile BTC chills around $70K.

The lesson? "Rising tide lifts all boats" might be dead. Stock-picking > index-hodling in this cycle.
DOYR.📊

[BitMon @BitMonCrypto]

Market brief today 3/23

1⃣ SEC & CFTC launch joint crypto rules — Most tokens = commodities, not securities. Exempt from strict oversight. Bullish short-term.

2⃣ Morgan Stanley BTC ETF may be processed today — SEC could approve starting 3/23. MS manages $8T AUM, recommending 0-4% BTC. 1% = $80B inflow.

3⃣ Bitcoin miners losing $19K per coin — Cost: $88K, Price: ~$69K. Difficulty -7.8%. Oil >$100 squeezing margins.

4⃣ 38% altcoins near ALL-TIME LOWS — CryptoQuant: Worse than post-FTX. Liquidity concentrated in BTC.

5⃣ March 2026 could shape next rally — Watch: Fed, Clarity Act, summits, BTC nearing 20M mined.

6⃣ G7 meets to discuss Iran war — Paris 3/24-25. De-escalation = bullish risk assets.

7⃣ Token unlock: Humanity (H) 3/25 — 105M tokens (~$10.2M), 4.19% of supply.

8⃣ Polymarket teasing major news today — Fundraising or token launch?

[BitMon @BitMonCrypto]

BitMon Daily Brief 3/21

$BTC $70,719 (+0.50% 24h)
$ETH $2,155 (+0.10% 24h）
$SOL $90.04 (+0.76% 24h）

👉Consolidation continues. BTC defending $70K, ETH outperforming weekly. Regulation = 2026 narrative, macro = short-term headwind.

Top news
1. Trump's SEC Drops Major Crypto Cases
SEC under Paul Atkins abandons Ripple, Binance, Coinbase lawsuits. Shift from "regulation by enforcement" to cooperative approach.

2. Kalshi Raises $1B at $22B Valuation
Prediction market doubles valuation in 3 months. Polymarket valued at $9B last year.

3. Morgan Stanley Files Bitcoin ETF
Ticker MSBT, $1M seed capital. TradFi continues crypto adoption.

4. Senate Compromise on Crypto Clarity Act
Stablecoin yield provision resolved, bill heads to hearing.

5. Coinbase Launches Stock Perpetual Futures
24/7 trading, 10x leverage (20x ETFs), USDC settled. Non-US only.

6. Iran-Israel Tension Drives Hyperliquid Oil Trading
JPMorgan: 24/7 crypto derivatives as hedge during traditional market closures.