Despite a recent pullback in the crypto market, Lark remains firmly bullish. He points to a wave of positive macro and crypto-specific developments that continue to build strong upward momentum.

Major Global Trade Deals
A historic $550 billion investment deal between Japan and the US has been announced, expected to bring massive economic benefits. Deals with the EU, China, and the Philippines are also in progress, adding to global optimism.

Institutional Moves into Crypto

Key Highlights:
  • Real estate firm Grupo Murano plans to buy $10 billion in Bitcoin over five years.

  • Trump Media now holds over 18,000 BTC, making it a top corporate holder.

  • Adam Back’s Bitcoin Standard and Marathon Holdings are growing their BTC treasuries, with Marathon seeking $850 million to buy more.

  • Coinbase is partnering with major banks like PNC, enabling millions to access crypto directly.

  • Goldman Sachs and JP Morgan are pushing tokenized finance, including crypto-backed loans and blockchain-based money market funds.

Ethereum Demand Surges
Wall Street is turning its focus to ETH.

Key Highlights:
  • $500 million in ETH inflows in one day

  • Treasury and ETF buyers have accumulated 2.83 million ETH

  • Ethereum’s supply is tightening, with usage expanding and the network raising gas block limits by 25%

 

Despite recent dips across Bitcoin, Ethereum, and popular memecoins like Dogecoin and Pepe, Lark views this as a normal correction within a strong bull trend. He stresses that these pullbacks are expected and healthy, not a reason to panic. Momentum remains intact, key support levels are being watched, and the long-term outlook is still highly bullish.