Bitcoin Momentum Building: Key Indicators Flash Bullish
Bitcoin remains stuck just under $95K, but Ivan says don't let the calm fool you. According to the weekly MACD, momentum is about to flip from red to green. Historically, this shift has triggered massive breakouts, and Ivan believes we’re right at that threshold.
“Bitcoin is a pressure cooker. The beach ball can only stay underwater for so long before it explodes up.”
Short-term, technicals also look strong. Ivan points to an ascending triangle on the 4-hour chart suggesting a breakout target of $100K is imminent. This could happen within days, not weeks.
Stablecoin Supply: The Strongest Bull Signal?
Ivan hammers home the point: Tether and USDC supply is still surging.
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Tether market cap is well above previous cycle highs
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USDC is now growing much faster than in the last cycle
“As long as stablecoins are printing, the bull market is alive. Period.”
A shrinking stablecoin supply signals trouble. That’s not happening. Both USDT and USDC are growing, showing deep liquidity inflow into the market.
US Bitcoin Policy: A Strategic Shift in Motion
Ivan discusses new comments from the Trump administration’s crypto leadership, particularly Bo Hines, who now openly calls Bitcoin “digital gold”. The key message:
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The U.S. wants to front-run other nations in accumulating BTC
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A Bitcoin Strategic Reserve is actively being developed
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The administration is confident it can acquire BTC without spending taxpayer money — through creative budgeting or indirect accumulation
“Budget neutral or not, if Trump wants Bitcoin, the U.S. will get Bitcoin.”
This policy shift includes clearing regulatory hurdles. For example, the SEC dropped its PayPal stablecoin investigation, another step in ending the war on crypto.
Arthur Hayes & Michael Saylor: Macro Tailwinds Are Strong
Ivan references Arthur Hayes, who has turned ultra-bullish, predicting $1 million BTC by 2028, and believes massive money printing is inevitable. Michael Saylor adds that traditional investors dismissing Bitcoin are simply slow to adapt to new paradigms.
“The only way out of the current mess is to print more. And Bitcoin wins in that environment.”
Code Drama: OP_RETURN Sparks Bitcoin Ideological Debate
Ivan explains a brewing technical debate about Bitcoin’s future:
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A proposal to remove the limit on OP_RETURN, which allows embedding arbitrary data in transactions
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Supporters say this could improve Bitcoin Layer 2 development and bridging
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Critics argue it opens the door to spam and storage bloat, undermining Bitcoin’s role as hard money
Ivan leans pragmatic:
“You already have spam on-chain. This just makes it easier to manage. And the block size limit still exists.”
More Adoption & Global Movement
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Bank (EU challenger to Revolut) is integrating crypto features
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Circle (USDC) is now licensed to operate in the UAE
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UAE moves forward cautiously, balancing crypto access with currency control
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Sharia-compliant BTC staking is emerging to tap into Middle Eastern capital flows
Final Take:
Ivan’s message is clear:
Bitcoin is coiled for a move. The signs are all around — from technical momentum, stablecoin growth, and U.S. political alignment to global adoption. The only thing missing is the breakout.
“It’s the calm before the storm. When Bitcoin moves, it’s going to move fast.”
