La ley GENIUS (julio 2025) y los avances legislativos dan el espacio regulatorio que esperaban.
Mientras recibíamos cripto como nicho, ahora lo vemos integrado a nuestras finanzas.
#crypto#TradFi#blockchain#empleo#regulación
TradFi entra al cripto con paso firme
Charles Schwab y Fidelity están reclutando talento cripto senior (gestión de productos, on-chain, análisis de riesgo). Schwab se alista para lanzar trading spot de BTC y ETH en abril de 2026.
Bitcoin cae tras golpe de inflación en EE.UU.
Tras un inesperado aumento del 3,3 % en el PPI, Bitcoin retrocede desde los máximos (~US $123 400) hasta <US $118 000. Las expectativas de recorte de tasas por la Fed cayeron del 99,8 % al 90,5 %.
"El crecimiento de #Bitcoin sigue siendo excepcional:
• Un CAGR histórico del 42,5 %, muy superior al Nasdaq (16 %) y al oro (~12 %).
• Modelos proyectan ⚡ entre USD 150k–200k a finales de 2025, y hasta USD 1,2–1,5 millones hacia 2035.
• Respaldado por patrones históricos (R² > 0,95), adopción en cadena y contexto macro favorable. ¿Estamos apenas al inicio del ciclo alcista más fuerte de BTC?"
#BTC, #Criptomonedas, #InversiónDigital
¿Cuál crees que será el precio final de BTC en 2025?
Las caídas en el precio de #bitcoin hacen parte del camino al 3er pico alcista del ciclo 🤷🏻
La 2da parte del año trae un aumento de liquidez global; impulsado por la FED🇺🇸 y otros bancos centrales… entender eso es clave para intentar capturar la zona más alta de $BTC en 2025🎯
Tener una estrategia para comprar caídas es importante, en mi video de ayer en YouTube explique la mía 🫡
Trump está impulsando el precio de #bitcoin 🚀, dice:
🟢 Los aranceles a #China no serán tan altos como el 145% y “bajarán sustancialmente, pero no serán cero”
🟢 No tengo intención de despedir al presidente de la Reserva Federal, Powell
🎯Estas noticias las recibes 1ro en el grupo de Telegram: https://t.co/RVVTssXjwj
El desacople de #bitcoin se mantiene mientras los índices 🇺🇸 no hagan nuevos mínimos✅
Apoyado a corto plazo por los compradores empresariales de $BTC y los vendedores LTH🎯
El tema arancelario sigue complicado... $BTC anticipa acuerdos❓👇🔥
https://t.co/Jfa1HqKsac
#Bitcoin bull cycle is over — here’s why.
There’s a concept in on-chain data called Realized Cap. It works like this: when BTC enters a blockchain wallet, it's considered a "buy," and when it leaves, it's treated as a "sell." Using this idea, we can estimate an average cost basis for each wallet. Multiply that by the amount of BTC held, and you get the total Realized Cap. It’s often seen as the total capital that has entered the Bitcoin market through actual on-chain activity.
Market Cap is based on the last traded price on exchanges. Many people misunderstand this concept. When someone buys just $10 worth of BTC, the market cap doesn’t increase by only $10. Instead, prices are determined by the balance between buy and sell pressure in the order book.
When sell pressure is low, even a small buy can push the price—and therefore the market cap—significantly higher. $MSTR took advantage of this. By issuing convertible bonds and using the proceeds to buy BTC, the paper value of their holdings grew far more than the actual capital they deployed.
But when sell pressure is high, even large purchases fail to move the price. There are simply too many sellers. For example, when Bitcoin was trading near $100K, the market saw massive volumes, but the price barely moved.
So how can we tell if market cap is likely to rise relative to the capital being invested? Realized Cap shows how much actual money is entering the market, while Market Cap reflects how the price is reacting. If Realized Cap is growing but Market Cap is stagnant or falling, it means capital is flowing in, but prices aren’t rising—a classic bearish signal. On the flip side, if Realized Cap is flat while Market Cap is surging, it suggests that even a small amount of new capital is driving prices higher—a bullish sign.
Right now, we’re seeing the former—capital is entering the market, but prices aren't responding. That’s typical of a bear market.
Some people argue that on-chain data has limitations in capturing all capital flows, but in reality, most major flows are reflected on-chain—whether it's exchange deposits and withdrawals, custodial wallet activity, or ETF-related transactions.
In short: when small capital drives prices up, it's a bull market. When even large capital can't push prices upward, it's a bear. Current data clearly points to the latter. Sell pressure could ease anytime, but historically, real reversals take at least six months—so a short-term rally seems unlikely.
Guerra Comercial! un recordatorio para las naciones de desarrollar mas su industria y producción nacional y no depender tanto de las importaciones #aranceles#TrumpTariffs#guerracomercial
"📉PIB de EE.UU. cae a 2.3%, desempleo sube a 242K. Aranceles de Trump generan incertidumbre, dólar fuerte presiona emergentes. A corto plazo: bonos cortos (4.5%-5%) y cautela en equities. #Mercados#Economía"