Ivan On Tech – BITCOIN: GLOBAL FOMO STARTING!!!!! (29.04.2025 Summary)

🚀 Bitcoin holding strong at 94–95K, pushing toward 100K

🌍 Global financial order shifting, trust in USD and treasuries fading

🏛️ Arizona and North Carolina advance Bitcoin reserve legislation

📈 ETF inflows bounce back with $3.4B entering BTC and ETH

🧮 Not enough Bitcoin for all millionaires, demand will outpace supply

⚙️ Ethereum plans to scale Layer 1, shaking up the L2 landscape

💳 Mastercard to support stablecoin payments for global usage

🪙 Solana and Suie gain traction as treasury assets

💼 Solana startups showing early profitability with minimal overhead

🔁 Suie token unlock incoming, market watching closely

Ray Dalio says the old monetary system is over, crypto is rising

Nations are reducing reliance on US treasuries and turning to gold and Bitcoin

Arizona leads the way with Bitcoin reserve legislation, followed by North Carolina

Swiss economists urge their central bank to directly hold Bitcoin, not just through equities

58 million millionaires exist, but only 21 million Bitcoin

Even if each millionaire wanted one BTC, supply falls far short

Bitwise highlights this mismatch as the key long-term bullish case

ETF demand returning fast after weeks of outflows, signaling renewed appetite

Ethereum Foundation wants to scale L1 directly, sparking debate

L2s may lose relevance if L1 becomes scalable and affordable

Critics question whether ETH is undermining its own ecosystem

Ivan sees this as a bullish narrative since markets price in future potential

Mastercard will enable stablecoin payments across its network

This unlocks crypto spending in retail without the need to convert to fiat

Ivan sees this as the final missing piece for real-world crypto adoption

Multiple public firms now hold Solana on their balance sheets

Ivan compares this to the early days of MicroStrategy's Bitcoin buying

Suie is following a similar path, aiming to challenge Solana’s dominance

A $200M unlock on Suie this week could create volatility but also opportunity

Solana-based startups are lean and profitable due to low fees

Tether is used as an example of high-margin, low-cost crypto business success

1inch is moving into the Solana ecosystem to compete with Jupiter

Bitcoin dominance remains high at 64 percent

Market is flat, but all eyes are on BTC approaching 100K

Altcoins like Cookie and Lisk are showing early signs of reversal

Ivan believes a breakout above 100K could trigger massive upside momentum