📈 April Momentum: Is Bitcoin About to Snap to $100K?
Ivan is ultra-bullish in today’s update, saying we’re in the middle of a major breakout. Bitcoin has broken through stubborn resistance and now sits just under the key $90K mark, with Ivan calling for a “snap to $100K” potentially within days.
“Bitcoin moves slow... until it moves fast,” he says. “And when it goes, it really goes.”
✅ Technical Strength Confirmed
-
BTC has bounced hard off the 50-week moving average, a critical support level in past bull cycles.
-
Downtrend resistance has been smashed.
-
A clean break above $90K would set the stage for a very rapid move to six figures.
🌊 Global Liquidity Surge Is Fueling the Run
Ivan draws attention to a crucial macro factor: global M2 (liquidity) is rising sharply, and Bitcoin is following, with a 108-day lag. He cites Colin on Twitter, showing Bitcoin’s price closely tracks the growth in global liquidity.
-
Central banks globally are “quietly easing” via a weaker USD.
-
Ivan calls this the “purest form of global easing.”
🐰 Arthur Hayes’ “Easter Bunny Bounce” + BBC “Bazooka” Metaphor
-
Ivan taps into Arthur Hayes’ view that this current pump is the "Easter Bunny bounce" — the one you don’t want to fade.
-
Mentions Hayes’s essay on U.S. Treasury buybacks: another form of stealth liquidity injection.
💣 Altcoin Landscape: ETH Falls Behind
Ivan is clear that Ethereum is lagging. ETH/BTC is falling, and the Ethereum roadmap (e.g., moving to RISC-V architecture) is slow and unclear. He sees ETH as “splitting its own network effect” by leaning on fragmented Layer 2 solutions.
“Solana has the momentum. ETH is the Nokia of crypto right now.”
📉 Ivan on Altcoin Risk
-
ETH upgrade timeline is 5+ years — too slow for a fast-moving market.
-
More institutional attention is shifting toward Solana, with firms like Galaxy Digital swapping $100M ETH for SOL.
-
Three public companies (including Appexi) are now deploying “MicroStrategy-style” strategies for Solana.
🏛️ Institutional and Political Tailwinds
-
Pro-Bitcoin former SEC commissioner Paul Atkins has been sworn in.
-
Lawsuits against crypto founders (like Richard Heart) are being dropped.
-
U.S. politicians like Trump are pressuring the Fed to cut rates soon. Ivan sees this as bullish for Bitcoin.
“If BlackRock, Trump, and now the SEC are all leaning toward crypto… what are you still waiting for?”
🏦 Crypto Eating Traditional Banking
-
Kraken and Coinbase are moving toward full banking charters.
-
Ivan sees banks as outdated middlemen with bad UX and slow service.
-
Crypto firms are building the financial rails of the future — “crypto will replace the banks, period.”
🕹️ Pixels and GameFi: A Speculation Signal?
-
Ivan notes a huge surge in interest around Pixels, a crypto game revamping its reward mechanics.
-
Market response: +34% rally, suggesting the risk-on appetite is returning to niche plays.
-
“If even gaming coins are pumping, you know the tide is turning.”
🧠 Final Take – Ivan’s Macro and Market View:
-
Momentum is building across the board: Bitcoin is strong, liquidity is rising, and institutions are buying.
-
If BTC breaks $90K with volume, the move to $100K could happen “before you blink.”
-
Ivan is watching Bitcoin dominance climb and believes altcoin dominance won't return until BTC hits a major psychological top.
-
ETH is fading. SOL is rising. But Bitcoin is the king, and this rally is just getting started.
