AlpineHodler

Bitcoin. Cycles. Time. Still here since 2015. Less noise. More patience.

[AlpineHodler @alpinehodler]

Most people still don’t understand Bitcoin. So I made a simple 7-episode series explaining why it works.

Start here:
https://t.co/EVuHHC0nzS

[Benjamin Cowen @benjamincowen]

Bitcoin has entered the 3rd and final stage of the bear market.

This is because the guys who mocked the bears in stages 1-2 are now admitting price could go lower.

They were a bull in a bear market, and they will likely turn fully bearish in the bull market

[AlpineHodler @alpinehodler]

I just published What Is Bitcoin, Really? A Simple Guide for Beginners https://t.co/moJU9IssgL

[AlpineHodler @alpinehodler]

Bitcoin News & Market Update

📈 Market Structure: Bitcoin continues to outperform while traditional safe havens weaken. The BTC to gold ratio expands sharply.

🥇 Relative Performance: Gold enters one of its weakest phases in decades as Bitcoin gains strength.

🏦 Institutional Adoption: Morgan Stanley’s Bitcoin ETF receives official NYSE listing approval. Access expands across a vast advisor network managing trillions.

⚖️ Regulation: Momentum builds toward US crypto clarity as regulatory frameworks advance. Disagreements around stablecoin yield structures remain.

🏛️ Policy: The White House completes review of rules allowing alternative assets like Bitcoin in retirement plans.

⛏️ Mining: Bitcoin miner revenues decline over the past month, reflecting recent market conditions.

🧠 Take: Bitcoin strengthens. Institutions move closer.
Outperformance attracts attention before allocation follows.

[AlpineHodler @alpinehodler]

Bitcoin News & Market Update

📉 Market Structure: Bitcoin and equities remain highly volatile as headlines drive short term moves.
Spot volume drops to levels last seen in 2023.

🌍 Geopolitics: Trump signals a temporary pause in Iran operations, while conflicting statements keep uncertainty elevated.

⚖️ Regulation: The CLARITY Act enters final review stages as discussions intensify in Washington. The SEC advances its crypto classification framework for White House review.

🏦 Institutional Activity: Strategy continues accumulating Bitcoin and expands its long term acquisition plan significantly.

📊 Relative Performance: Since the start of the Iran conflict, Bitcoin outperforms gold by a wide margin.

🧠 Take: Volatility rises. Conviction stays low. Bitcoin moves with headlines, not structure.

[AlpineHodler @alpinehodler]

Bitcoin News & Market Update

📉 Market Structure: Bitcoin pulls back to around 70,500 as macro pressure increases.

🏦 Macro & Fed: The Fed keeps rates unchanged and warns about rising geopolitical risks.
New projections show fewer rate cuts ahead than previously expected.

📊 Economic Data: PPI comes in hotter than expected, reinforcing inflation concerns. Private sector job growth remains effectively flat for six months.

🌍 Geopolitics: Escalation in the Middle East intensifies as critical energy infrastructure is hit.
Oil surges back above 100, adding pressure across global markets.

📉 Risk Environment: Stocks, gold, silver and crypto all move lower as recession fears rise. Moody’s places US recession probability near 50 percent.

🏛️ Regulation: Progress continues on US crypto regulation, with movement on the Clarity Act.
Nasdaq receives approval to expand into tokenised securities trading.

🧠 Take: Macro tightens. Risk rises. Bitcoin reacts to pressure, not panic.

[AlpineHodler @alpinehodler]

Bitcoin News & Market Update

📈 Market Structure: Bitcoin holds key support around 73,800, showing continued strength.

⚖️ Regulation: SEC and CFTC introduce the first joint crypto classification framework. Bitcoin is officially treated as a digital commodity.

🏛️ Policy: US lawmakers push forward on stablecoin legislation, with a potential compromise expected soon.

🛢️ Macro: US debt reaches a new all-time high at 39 trillion dollars. Markets watch oil closely as geopolitical tensions remain unresolved.

🌍 Global Adoption: Vietnam accelerates local crypto exchange development while tightening control on offshore trading.

💳 Infrastructure: Mastercard expands deeper into stablecoins through a major acquisition.

🧠 Take: Regulation becomes clearer. Bitcoin remains stable. Structure builds while noise fades.

[AlpineHodler @alpinehodler]

Bitcoin News & Market Update

📈 Market Structure: Bitcoin moved above 76,000 before consolidating around 74,300. Eight consecutive green daily candles mark the longest streak in over two years.

🌍 Geopolitics: The US confirms Iranian oil shipments are allowed to pass through the Strait of Hormuz.
Oil dropped sharply before stabilising as supply concerns eased.

🛢️ Energy & Macro: Oil volatility cools after initial shock, reducing immediate macro pressure on markets.

🏛️ Policy & Regulation: Progress continues on US crypto market structure as discussions around the CLARITY Act advance. Markets expect no change in interest rates at the upcoming FOMC meeting.

🏦 Institutional Activity: Strategy acquires over 22,000 Bitcoin in its largest purchase since late 2024.

🧠 Take Momentum builds. Macro pressure fades. Bitcoin leads while uncertainty declines.

[AlpineHodler @alpinehodler]

Bitcoin News & Market Update

📈 Market Structure: Bitcoin briefly moved above 74,000 after closing the week above 70,000.

🌍 Geopolitics: Tensions in the Middle East escalate as reports suggest possible US ground operations targeting Iran’s Kharg Island. Iran signals the Strait of Hormuz may remain open to most countries.

🛢️ Energy Markets: US oil opened above 102 dollars per barrel after the weekend events. Average US gasoline prices rise to the highest level since April 2024.

📉 Traditional Markets: US equity futures opened lower as geopolitical risk increased.

🏦 Liquidity & Macro: The Federal Reserve balance sheet rises to 6.64 trillion dollars, the highest level in eight months. Markets now focus on upcoming PPI data and the next FOMC decision.

🧠 Take: Geopolitics drive volatility. Liquidity continues to expand. Bitcoin holds strength while macro tension rises.

[AlpineHodler @alpinehodler]

Bitcoin News & Market Update

📈 Market Structure: Bitcoin climbed toward 72,000 as macro fears eased. Crypto strength appears while equities remain under pressure.

📊 Relative Performance: Since the Iran escalation Bitcoin is up about 7 percent. Equities remain down while gold and silver also weakened.

🏛️ Policy Signals: Trump publicly urges the Federal Reserve to cut interest rates immediately.

💰 Institutional Flows: Thirty day Bitcoin ETF flows turn positive again after months of outflows.

🏦 Corporate Accumulation: Strategy is reported to have accumulated roughly 4,038 BTC through STRC financing.

📉 Traditional Markets: Nearly one trillion dollars in market value was wiped from US equities in the previous session.

🧠 Take: Risk assets struggle. Bitcoin shows resilience.
Relative strength often appears before the narrative changes.

[AlpineHodler @alpinehodler]

Bitcoin News & Market Update

📈 Market Structure: Bitcoin holds above 69,000 and begins to show relative strength versus equities and gold.

📊 Market Momentum: The Bitcoin Bull Score Index rises to 30, its highest level since late October.
Social sentiment across major platforms shifts back toward FOMO territory.

🏛️ Regulation: The SEC and CFTC sign a historic agreement to coordinate oversight of crypto markets.

🌍 Macro & Energy: The IEA releases 400 million barrels from strategic oil reserves. The United States contributes 172 million barrels and Japan opens its reserves for the first time in fifty years.

🏦 Financial Infrastructure: Mastercard launches a program connecting blockchain payments with the global banking system. Wells Fargo signals a deeper crypto push and files a trademark for WFUSD.

📊 Macro Data: US CPI inflation for February came in line with expectations.

🧠 Take: Macro pressure eases. Infrastructure keeps expanding. Bitcoin continues to decouple quietly.

[AlpineHodler @alpinehodler]

Bitcoin Market Update | Last 24h

📈 Market Structure: Bitcoin recovered back above 70,000 as risk sentiment improved.

⛏️ Supply Milestone: Bitcoin has now crossed 20,000,000 coins mined. Only one million BTC remain to be issued over the coming century.

🏦 Institutional Activity: Strategy announced its largest Bitcoin purchase since January, acquiring 17,994 BTC worth about 1.3 billion dollars.

🌍 Macro & Geopolitics: Trump signals the Iran conflict may be nearing an end. Oil experienced an extraordinary swing, dropping from 119 dollars to 82 before rebounding above 91.

📊 Market Infrastructure: Nasdaq partners with Kraken to explore 24/7 tokenized stock trading.

📅 Macro Week Ahead. Markets now focus on a heavy US data calendar including CPI, jobless claims, GDP, PCE inflation and JOLTs.

🧠 Take: Geopolitics cool. Liquidity stabilises.
Bitcoin quietly marks another supply milestone. The long game keeps advancing.

[AlpineHodler @alpinehodler]

Bitcoin Market Update | Last 24h.

📈 Market Structure: Bitcoin briefly traded above 73,800.

💰 Institutional Flows: Bitcoin ETFs saw another strong day of inflows. Most spot ETFs are now positive year to date. Morgan Stanley filed new SEC paperwork tied to a spot Bitcoin ETF structure with Coinbase and BNY Mellon as custodians.

🏦 Banking Integration: Kraken becomes the first crypto exchange with access to the Federal Reserve payment system.

🏛️ Policy Signals: Trump says he will not allow banks to undermine the US crypto agenda and wants deals with the industry. Trump submits the nomination of pro Bitcoin Kevin Warsh for Fed Chair to the Senate.
Indiana signs a law allowing crypto exposure inside retirement plans.

🌍 Adoption Under Stress: Reports suggest Iranians are buying more Bitcoin and moving coins into self custody during the conflict. NYT reports Iranian intelligence officials indirectly contacted the CIA to discuss conditions for ending the war.

📊 Capital Rotation: Crypto treasury inflows fell to the lowest level since October 2024.

🧠 Take: ETF demand is steady. Banking rails are opening. Bitcoin is being normalised while headlines stay loud.

[AlpineHodler @alpinehodler]

https://t.co/GofwUUS9RR

[AlpineHodler @alpinehodler]

Bitcoin Market Update | Last 24h.

📉 Market Structure: Bitcoin officially closes five consecutive months in the red. Despite escalating geopolitical tension, on chain data shows no signs of panic selling. Short term holder exchange inflows remain subdued.

🌍 Geopolitics: Conflict between the US, Israel and Iran intensifies, with energy markets reacting sharply.
Oil spiked over 11 percent before retracing much of the move. Equity futures opened lower while gold moved higher.

📊 Historical Context: BlackRock analysis shows that after every major geopolitical escalation since 2020, Bitcoin was higher sixty days later.

🏛️ Policy & Outlook: JPMorgan suggests US crypto market structure legislation could pass by mid year, potentially setting up a broader rally into 2026.

🧠 Take: Five red months. War headlines.
No structural capitulation. Bitcoin reacts to liquidity. Not emotion.

[AlpineHodler @alpinehodler]

Bitcoin Market Update | Last 24h

📈 Market Structure: Bitcoin briefly reclaimed 70,000 before pulling back toward 68,000. Altcoins saw double digit rebounds as 471 million dollars in crypto shorts were liquidated.

📊 Market Dynamics: US equities added nearly 550 billion dollars in value with the Nasdaq hitting a three week high. February is still tracking toward the lowest Bitcoin spot volume since early 2024.

💰 Institutional Flows: Bitcoin ETFs recorded 258 million dollars in inflows. The Coinbase premium index turns positive again after months below neutral.

🔎 Retail Signal: US Google searches for “How to buy Bitcoin” reach a five year high.

🏛️ Policy & Structure: Democratic senators meet on market structure as the White House March 1 deadline approaches. Tether US leadership assigns a high probability to the CLARITY Act passing.

🧠 Take: Short squeeze. Equity strength. Capital returns before conviction does. Momentum improves. Volume still cautious.

[AlpineHodler @alpinehodler]

Bitcoin Market Update | Last 24h

📉 Market Structure: Bitcoin saw a flash move toward 64,000 before stabilising. Fear levels return to historic extremes as weekend gains were erased. Reports linking the sell off to a Satoshi era wallet are likely inaccurate.

📊 Sentiment: Polymarket traders assign a 72 percent probability to Bitcoin trading below 55,000.

🏛️ Macro & Policy: The US raised global tariff rates to 15 percent, increasing macro uncertainty. Tom Lee suggests the upcoming Supreme Court tariff ruling could benefit crypto and tech.

🏦 Institutional & Strategic Signals: Michael Saylor hints at Strategy’s 100th Bitcoin purchase. Missouri lawmakers advance legislation for a strategic Bitcoin reserve.

🧠 Take: High fear. Heavy headlines. Adoption signals quietly persist beneath volatility.

[sunnydecree @sunnydecree]

BITCOIN DISTRIBUTION 2009-2026

[AlpineHodler @alpinehodler]

Bitcoin Daily — last 24h, filtered.
No noise. No hype. Just signal.

📉 Market Structure: Bitcoin is on track for its weakest first quarter since 2018 while price continues to consolidate. Five red months in a row would mark the longest losing streak in seven years.

📤 Fund Flows: Crypto funds record their fourth consecutive week of outflows, signaling cautious capital rotation.

🏛️ Macro & Policy: President Trump urges swift confirmation of Kevin Warsh as Fed Chair. The Fed injects 16 billion dollars in liquidity this week. A heavy macro calendar ahead including FOMC minutes, labor data, Core PCE, GDP and PMI.

🌍 Geopolitical Signal: Vice President JD Vance states that China does not favor Bitcoin and suggests the US should take note.

🏦 Institutional Moves: Harvard reduces part of its Bitcoin exposure but retains the majority of its position.

🧠 Take
Weak quarter. Heavy macro week. Liquidity rises while sentiment stays fragile. Bitcoin remains the variable markets still underestimate.

[AlpineHodler @alpinehodler]

@BitcoinSapiens @MinPres This is how you avoid driving your citizens into poverty and welfare dependency. Respect to the Czech Republic. This is how it’s done! 🇨🇿🙌 #CzechRepublic #Economy #Policy