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Research Says Bitcoin Beats All Assets after US Election
NYDIG research shows that the price of Bitcoin (BTC) experienced a significant increase in the fourth quarter (Q4) of last year. The reason is simple, thanks to the victory of US President-elect Donald Trump in the last presidential election.
The reason is, before the presidential election, Bitcoin only recorded a growth of 12%. However, then, the election results became the main catalyst that caused the value of Bitcoin to soar 47.2%, outperforming all other asset classes.
When compared to Bitcoin, the US dollar and stocks in the financial sector only rose by 7.1% each. In fact, the Nasdaq Composite only recorded an increase of 6.3%. Meanwhile, gold and silver weakened by -0.8% and -7% respectively.
Then, immovable property in the US also weakened by -7.8%. Followed by long-term US bonds which fell by -9.5%.
In addition to Trump, the dominance of the Republican Party in the Senate and House of Representatives is also known to be a trigger for the Bitcoin surge. However, this achievement only ranks 6th in the best Q4 performance since 2011.
On the other hand, research also shows that Bitcoin is increasingly considered an independent store of value, different from traditional macroeconomic trends. In addition, the current geopolitical climate, Bitcoin is increasingly attracting the attention of traditional market investors because it is considered independent of stock market dynamics.
NYDIG research shows that the price of Bitcoin (BTC) experienced a significant increase in the fourth quarter (Q4) of last year. The reason is simple, thanks to the victory of US President-elect Donald Trump in the last presidential election.
The reason is, before the presidential election, Bitcoin only recorded a growth of 12%. However, then, the election results became the main catalyst that caused the value of Bitcoin to soar 47.2%, outperforming all other asset classes.
When compared to Bitcoin, the US dollar and stocks in the financial sector only rose by 7.1% each. In fact, the Nasdaq Composite only recorded an increase of 6.3%. Meanwhile, gold and silver weakened by -0.8% and -7% respectively.
Then, immovable property in the US also weakened by -7.8%. Followed by long-term US bonds which fell by -9.5%.
In addition to Trump, the dominance of the Republican Party in the Senate and House of Representatives is also known to be a trigger for the Bitcoin surge. However, this achievement only ranks 6th in the best Q4 performance since 2011.
On the other hand, research also shows that Bitcoin is increasingly considered an independent store of value, different from traditional macroeconomic trends. In addition, the current geopolitical climate, Bitcoin is increasingly attracting the attention of traditional market investors because it is considered independent of stock market dynamics.
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In the US Market, ETF Volumes Are Much Higher Than Exchanges
This chart compares Bitcoin ETF trading volumes (in dark blue) with trading volumes on Centralized Exchanges (CEXs) in the US (in orange) from January 2024 to January 2025.
This data only covers trading volumes on weekdays since the launch of Bitcoin ETFs in January 2024. The exchanges analyzed include Coinbase, Bitstamp, Gemini, Kraken, and LMAX, while ETF volumes include products such as IBIT, FBTC, GBTC, and others according to Refinitiv data.
At the beginning of the Bitcoin ETF launch in January 2024, there was a significant increase in ETF trading volumes, reflecting the initial high investor interest in ETFs.
ETF volumes dominated compared to CEX volumes during the initial months, with a major spike occurring in March 2024 reaching around $9B, indicating strong momentum from institutional adoption.
However, after the peak in March, ETF volumes fluctuated, but remained at high levels until mid-year, despite a decline.
Meanwhile, volumes on CEXs have remained relatively stable in the $1B to $3B range, indicating retail trading dominance and continued good liquidity on CEXs despite competition from ETFs.
This chart shows a shift in the Bitcoin market paradigm as ETFs bring new liquidity and attract a different type of investor than CEXs.
ETFs facilitate easier access for institutional investors who want to participate in the crypto market without directly holding the underlying asset. On the other hand, CEXs continue to play a significant role in crypto trading for retail investors, but competition from ETFs could impact their market share in the future.
ETFs have higher volumes than US exchanges and provide exposure to new investors.
Data source: Kaiko.
This chart compares Bitcoin ETF trading volumes (in dark blue) with trading volumes on Centralized Exchanges (CEXs) in the US (in orange) from January 2024 to January 2025.
This data only covers trading volumes on weekdays since the launch of Bitcoin ETFs in January 2024. The exchanges analyzed include Coinbase, Bitstamp, Gemini, Kraken, and LMAX, while ETF volumes include products such as IBIT, FBTC, GBTC, and others according to Refinitiv data.
At the beginning of the Bitcoin ETF launch in January 2024, there was a significant increase in ETF trading volumes, reflecting the initial high investor interest in ETFs.
ETF volumes dominated compared to CEX volumes during the initial months, with a major spike occurring in March 2024 reaching around $9B, indicating strong momentum from institutional adoption.
However, after the peak in March, ETF volumes fluctuated, but remained at high levels until mid-year, despite a decline.
Meanwhile, volumes on CEXs have remained relatively stable in the $1B to $3B range, indicating retail trading dominance and continued good liquidity on CEXs despite competition from ETFs.
This chart shows a shift in the Bitcoin market paradigm as ETFs bring new liquidity and attract a different type of investor than CEXs.
ETFs facilitate easier access for institutional investors who want to participate in the crypto market without directly holding the underlying asset. On the other hand, CEXs continue to play a significant role in crypto trading for retail investors, but competition from ETFs could impact their market share in the future.
ETFs have higher volumes than US exchanges and provide exposure to new investors.
Data source: Kaiko.
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How to Screen Memecoins on DEX
Memecoins, especially those traded on Decentralized Exchanges (DEXs), are in great demand by many market participants today. The fame they have is too good to miss for some people. So, how do you screen memecoins on DEX?
#1Focus on the Narrative.
Narrative is also everything in memecoin trading. When the narrative is moving to AI agents, then various other themes such as animals or normal memes will not be glanced at. In the watchlist section, we can sort which themes are currently hot and we focus on those hot themes.
#2Make sure Liquidity is Locked.
Various platforms such as DexScreener always show the liquidity section of the memecoins that we are going to buy. Memecoins with liquidity <$50K have a high risk. In addition, check whether the liquidity is locked or not. Make sure you buy memecoins with locked liquidity.
#3Check the Holder.
Holders that continue to grow indicate that the memecoin community is very healthy. While a small number of holders indicate a newly formed community. Avoid tokens that have 10-20% ownership in only one wallet. This indicates centralization and a high possibility of loss.
#4Evaluate Smart Contracts.
Use TokenSniffer or StaySafu to evaluate smart contracts. Make sure the smart contract has been verified, avoid suspicious contracts that: Tokens can be printed at any time, Contract owners can prevent certain wallets from selling tokens, and Fees can be changed unilaterally.
Memecoins, especially those traded on Decentralized Exchanges (DEXs), are in great demand by many market participants today. The fame they have is too good to miss for some people. So, how do you screen memecoins on DEX?
#1Focus on the Narrative.
Narrative is also everything in memecoin trading. When the narrative is moving to AI agents, then various other themes such as animals or normal memes will not be glanced at. In the watchlist section, we can sort which themes are currently hot and we focus on those hot themes.
#2Make sure Liquidity is Locked.
Various platforms such as DexScreener always show the liquidity section of the memecoins that we are going to buy. Memecoins with liquidity <$50K have a high risk. In addition, check whether the liquidity is locked or not. Make sure you buy memecoins with locked liquidity.
#3Check the Holder.
Holders that continue to grow indicate that the memecoin community is very healthy. While a small number of holders indicate a newly formed community. Avoid tokens that have 10-20% ownership in only one wallet. This indicates centralization and a high possibility of loss.
#4Evaluate Smart Contracts.
Use TokenSniffer or StaySafu to evaluate smart contracts. Make sure the smart contract has been verified, avoid suspicious contracts that: Tokens can be printed at any time, Contract owners can prevent certain wallets from selling tokens, and Fees can be changed unilaterally.
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XRP Overtakes USDT, Returns to Become the Third Largest Crypto in the World
XRP has again made history by surpassing the stablecoin Tether (USDT) to become the third largest cryptocurrency by market capitalization, Friday (03/11). According to CoinGecko, XRP's market capitalization value has soared to US$138.86 billion, surpassing USDT which has fallen by US$1.6 billion since December 30.
The decline in USDT's market capitalization is thought to be related to the implementation of strict regulations in the European Union through the Markets in Crypto-Assets Regulation (MiCA). This regulation requires stablecoin issuers to have full reserves and operating licenses in the European Union.
The increase in XRP was also influenced by speculation surrounding the launch of the XRP Exchange-Traded Fund (ETF) proposed by several companies, including WisdomTree and Bitwise. In addition, the launch of RLUSD, a new stablecoin from Ripple Labs, also strengthened XRP's momentum.
Despite this, Tether remains the stablecoin market leader with a 67.21% share of the $204 billion market, according to DefiLlama data. Despite its declining market share, USDT users grew 11.7% in December, with a significant increase in activity on the Tron network.
XRP has again made history by surpassing the stablecoin Tether (USDT) to become the third largest cryptocurrency by market capitalization, Friday (03/11). According to CoinGecko, XRP's market capitalization value has soared to US$138.86 billion, surpassing USDT which has fallen by US$1.6 billion since December 30.
The decline in USDT's market capitalization is thought to be related to the implementation of strict regulations in the European Union through the Markets in Crypto-Assets Regulation (MiCA). This regulation requires stablecoin issuers to have full reserves and operating licenses in the European Union.
The increase in XRP was also influenced by speculation surrounding the launch of the XRP Exchange-Traded Fund (ETF) proposed by several companies, including WisdomTree and Bitwise. In addition, the launch of RLUSD, a new stablecoin from Ripple Labs, also strengthened XRP's momentum.
Despite this, Tether remains the stablecoin market leader with a 67.21% share of the $204 billion market, according to DefiLlama data. Despite its declining market share, USDT users grew 11.7% in December, with a significant increase in activity on the Tron network.
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Bitcoin-Ethereum Spot ETF Experiences Outflow in Early 2025
The Bitcoin-Ethereum Spot Exchange Traded Fund (ETF) recorded an outflow of US$247.80 million and US$77.50 million respectively on Thursday (02/01). This happened when Bitcoin was experiencing a sideways price at US$93 thousand to US$96 thousand per coin.
BlackRock's iShares Bitcoin Trust (IBIT) Bitcoin Spot ETF experienced the largest outflow of US$332.60 million. Then, followed by Grayscale (GBTC) with an outflow of US$23.10 million.
Meanwhile, Bitwise (BITB), Fidelity (FBTC), Ark 21 Shares (ARKB), and Grayscale Mini Trust (BTC) experienced inflows of US$48.30 million, US$36.20 million, US$16.50 million and US$6.90 million respectively on the same day.
On the other hand, Bitwise Ethereum Spot ETF (ETHW) and Grayscale (ETHE) experienced outflows of US$56.10 million and US$21.40 million respectively. Meanwhile, the rest of the ETF institutions experienced no inflows at all.
Additional information, Bitcoin and Ethereum are currently at US$96,153 per coin and US$4,443 per coin in the last 24 hours.
The Bitcoin-Ethereum Spot Exchange Traded Fund (ETF) recorded an outflow of US$247.80 million and US$77.50 million respectively on Thursday (02/01). This happened when Bitcoin was experiencing a sideways price at US$93 thousand to US$96 thousand per coin.
BlackRock's iShares Bitcoin Trust (IBIT) Bitcoin Spot ETF experienced the largest outflow of US$332.60 million. Then, followed by Grayscale (GBTC) with an outflow of US$23.10 million.
Meanwhile, Bitwise (BITB), Fidelity (FBTC), Ark 21 Shares (ARKB), and Grayscale Mini Trust (BTC) experienced inflows of US$48.30 million, US$36.20 million, US$16.50 million and US$6.90 million respectively on the same day.
On the other hand, Bitwise Ethereum Spot ETF (ETHW) and Grayscale (ETHE) experienced outflows of US$56.10 million and US$21.40 million respectively. Meanwhile, the rest of the ETF institutions experienced no inflows at all.
Additional information, Bitcoin and Ethereum are currently at US$96,153 per coin and US$4,443 per coin in the last 24 hours.
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How to Profit from AI Memecoin Trading?
Artificial Intelligence (AI) currently has a very high mindshare (more than 40%) in the overall market, indicating very high AI adoption with various breakthroughs such as the birth of AI Agents and now AI Agents with utility. So, how do you make a profit trading AI memecoins?
#1Choose the Solana Chain.
Currently, memecoin trading and DEX volume are dominated by Solana. Cheap transaction costs and high transaction speeds make this chain still the choice for everyone. There is also a base chain that can be used. However, we can see many large AI memecoins such as $GOAT, $AI16Z, $FARTCOIN, and others that were born from the Solana chain.
#2Use Proper Money Management.
AI memecoins are included in the "asymmetric bet" which means that the amount of profit that we (may) receive is much higher than the potential loss that we get. One win can cover the others who experience losses. Therefore, do not risk more than 3% of the total capital owned.
#3New Listing Will Form a Burj Khalifa Pattern.
It is very rare for new listed AI coins after launching to immediately experience a significant increase without correction. Even a few days after the launch, Fartcoin dropped 70% before finally experiencing a thousand-fold rally. In the short term, new listed AI will experience a deep correction and when we miss the moment to buy during listing, we can scale in after the price corrects.
#4Focus on Hype, Not Utility.
High increases are always driven by the hype created by the community. Although now it is widely echoed about "utility", according to the greatest fools theory, something that is considered "stupid" will continue to increase as long as there are new fools who buy. Don't forget to always take profits, not take pictures!
Artificial Intelligence (AI) currently has a very high mindshare (more than 40%) in the overall market, indicating very high AI adoption with various breakthroughs such as the birth of AI Agents and now AI Agents with utility. So, how do you make a profit trading AI memecoins?
#1Choose the Solana Chain.
Currently, memecoin trading and DEX volume are dominated by Solana. Cheap transaction costs and high transaction speeds make this chain still the choice for everyone. There is also a base chain that can be used. However, we can see many large AI memecoins such as $GOAT, $AI16Z, $FARTCOIN, and others that were born from the Solana chain.
#2Use Proper Money Management.
AI memecoins are included in the "asymmetric bet" which means that the amount of profit that we (may) receive is much higher than the potential loss that we get. One win can cover the others who experience losses. Therefore, do not risk more than 3% of the total capital owned.
#3New Listing Will Form a Burj Khalifa Pattern.
It is very rare for new listed AI coins after launching to immediately experience a significant increase without correction. Even a few days after the launch, Fartcoin dropped 70% before finally experiencing a thousand-fold rally. In the short term, new listed AI will experience a deep correction and when we miss the moment to buy during listing, we can scale in after the price corrects.
#4Focus on Hype, Not Utility.
High increases are always driven by the hype created by the community. Although now it is widely echoed about "utility", according to the greatest fools theory, something that is considered "stupid" will continue to increase as long as there are new fools who buy. Don't forget to always take profits, not take pictures!
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ETF Demand Booms But Liquidity Shrinks: Bullish Signs for Bitcoin
$BTC : Liquidity Inventory (exc Non-US exchanges) and US Spot ETF Demand.
This indicator is an indicator that shows the dynamics of Bitcoin liquidity outside of non-US exchanges and demand for spot Bitcoin ETFs (Exchange-Traded Funds) in the US.
The pink color is the accumulator address demand which shows a surge in demand indicating that more investors or institutions are accumulating Bitcoin, which tends to reduce selling pressure in the market.
While the purple color below shows a decrease in this line means that Bitcoin liquidity is getting thinner, which can indicate a potential price increase due to limited supply.
Currently, the demand for ETFs to accumulate is very high, but it is not supported by adequate liquidity which can be a bullish sign.
This shows that there are fewer Bitcoins available for sale on CEXs. With constant or increasing demand, this creates upward pressure on prices due to the basic law of economics: low supply, high demand = higher prices.
Data source: Crypto Quant.
$BTC : Liquidity Inventory (exc Non-US exchanges) and US Spot ETF Demand.
This indicator is an indicator that shows the dynamics of Bitcoin liquidity outside of non-US exchanges and demand for spot Bitcoin ETFs (Exchange-Traded Funds) in the US.
The pink color is the accumulator address demand which shows a surge in demand indicating that more investors or institutions are accumulating Bitcoin, which tends to reduce selling pressure in the market.
While the purple color below shows a decrease in this line means that Bitcoin liquidity is getting thinner, which can indicate a potential price increase due to limited supply.
Currently, the demand for ETFs to accumulate is very high, but it is not supported by adequate liquidity which can be a bullish sign.
This shows that there are fewer Bitcoins available for sale on CEXs. With constant or increasing demand, this creates upward pressure on prices due to the basic law of economics: low supply, high demand = higher prices.
Data source: Crypto Quant.
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Today's PNL
2025-01-02
+$5.24
+2.36%
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155082508 present
If you don't have a Binance ID, I'll give you a gift as needed😁