Full BTC Market Report
Bear Market or Still Bullish?
As you know, Bitcoin is King, and the market follows. That’s why I mostly focus on BTC in these market reports.
M2 Money Supply: Everyone’s Watching, Few Understand
Liquidity drives the market, but timing is everything. Bitcoin moves ahead of M2 increases, not after. The 50bps cut in Sept 2024 was the real bullish signal, and smart money acted fast. By the time M2 started printing in Feb 2025, the rally was already underway.
Now, retail is catching up, but Bitcoin doesn’t react instantly. Expect sideways action until May/June before momentum picks up again.
Long-Term Outlook
I still expect the bull run to continue in May/June, targeting 130-150K.
How Does This Affect Meme Coin Trenches?
Meme coin volume is bouncing back, and a new leg up looks close. We’re seeing multiple +10M runners daily (Morning Routine, Ghiblification, Titcoin).
I believe that Solana meme trenches are unstoppable—even in a bear market (which we’re not even close to). Why? Because outside of cult meme coins, it’s all about betting on attention. New metas pop up every day, and people love it.
Best move during these pullbacks? Sharpen your tools. Get better, refine your strategy, and be ready when the next wave hits.
Stay patient. Stay sharp.