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Strate𝔾 Update - Week 20 | Q2 | 2025

Strate𝔾 Update - Week 20 | Q2 | 2025

Dawn of Alt Season: BTC nears ATH while dominance falls

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Gert van Lagen
May 13, 2025
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Strate𝔾 Update - Week 20 | Q2 | 2025
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The information and insights are based on my knowledge; don’t take it as financial advice.


Summary

  • Bitcoin nearing ATH: the built-up tension is starting to unwind!

  • Altcoin market cap confirmed breakout; BTC dominance breaks down.

  • Dollar in a strong downtrend, prints lower high.

  • Stocks most likely topped out, pre-recession dead-cat move into Fib Resistance.


Key Metrics

  • Current status 100% Winning strategy: 🔵—> ALL-IN

    • a weekly candle close below $79k would flash the black signal.

  • 10Y-2Y Yield Spread is well above zero

    • market top before recession has been printed.


Economic Calendar

  • May 13th, 12:30 UTC: Core CPI MoM/YoY

    • The Core CPI YoY is more stable and less noisy than the MoM figure. It is often the market-moving data point that shapes Fed policy expectations until PCE is released later in the month.

  • May 15th, 12:30 UTC: Core PPI MoM/YoY

    • If CPI is already high, a hot PPI can stoke fears of persistent inflation. If CPI is cooling, but PPI comes in hot, it can undermine confidence in inflation falling.

  • May 30th, 14:30 UTC: PCE Inflation YoY

    • The Fed’s preferred inflation gauge.


Content

  1. BITCOIN

  2. ALTCOINS

  3. STOCKS

  4. FOREX

  5. SUPERMACRO CONTEXT (BTC/STOCKS/FOREX)


1. BITCOIN

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