🚀 Buy In May And Walk Away? Here's The Catch:

GM, bullish propaganda continues.

To some, our upside calls from $76k sounded downright retardio. Nevertheless, just as macro podcast views started hitting all-time highs (by the way, check this new one with Michael Howell), Bitcoin bottomed.

Right now, Bitcoin started off May so strongly that it seems it won’t give bears even a retest of the $91k level. In fact, if BTC closes today’s candle firmly above $95k, it’s possible it will break through into hundred kek levels faster than most expected.

How is that possible? Isn’t the world spiraling thanks to tariff wars? Kinda—but it also means measures must be taken to keep the fiat Ponzi world spinning. Yesterday’s clue: we received a hint: the U.S. Treasury announced an ongoing evaluation regarding enhancing a buyback program, while ensuring everyone it’s “not QE”. Suuure.

Since about February, we’ve mentioned the U.S. as the missing piece of otherwise growing global liquidity. Once tariffs are applied, many messy things start happening, and that’s why a lot of people are calling for a recession. Well, how do you stop a recession? Stimulate. Stimmies saved the global economy during a global pandemic shutdown, so why not now?

Looking at the SPX monthly, it seems pretty excited about the outlook as well.

Naturally, this won’t unfold overnight. As noted yesterday, May could still morph into a bull trap with plenty of chop through summer. Keep in mind this plan by Luke, making May a perfect bull trap.

But, if everything aligns, there’s a good chance the bull returns in full force, Q4 2025.

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The important bits.

• Premia explains the new Kyan’s strategy builder for options trading, read here

• Shadow Exchange whitelisted BEETS for Sonic points

• Tanssi launched a journey to mainnet, join 200,000 users here

• Somnia announces Uprising, earn 50% Somnia Points here

• Looped Hyped announces season 1 airdrop, check your eligibility

Even more important bits.

• Tether reports over $1b in operating profits

• Ethena is bringing USDe and sUSDe to Telegram with TON

• Ripple reportedly offered $4–$5B to acquire Circle, but the deal was rejected

• New Solana proposal could bring tokenized stocks onchain

• BlackRock filed to tokenize its $150bn Treasury Trust money-market fund with a new “DLT Shares” class

• DeFiLamma announces new subscription type combined with yield

• Visa launches crypto stablecoin payments in Latin America

• US Treasury released a research paper on stablecoins, read here

Charts and stats of the day.

• Tether is approaching $120B in U.S. Treasuries

• Felix Protocol just crossed $200M in total collateralized assets

• ETH is attempting a breakout into Ichimoku cloud

• HyperEVM reached 10,000 users

• Gold is retracing, signaling a top

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AAVEUSD 3D Coinbase Log Chart

AAVE is a strong mover today, and it could be close to done with the big pullback. It is healthy after the huge move to $400 that started in mid-2024. Ape now if you trust this BTC move or wait for a pullback—that’s what the purple box is for. A retest of this level would make sense, given that price is claiming a high timeframe (multi-year) VWAP here.

Here’s a playbook for this BTC move. Use it for long or short entries, or just as a yardstick to judge whether your other bags are safe. If BTC keeps up momentum towards the highs, we should see ongoing upside in quality alts.

Come by the Lucky Luke Discord channel for comments, to roast my picks or to pump your own bags. All banter is welcome any time!

Smart money movements on Solana showing nice interest in Popcat today. Cat season comeback?

Smart-money movements on Ethereum:

HyperUnit, all day, every day.

HyperUnit is quickly becoming my favorite airdrop to farm. It has the potential to become an absolute beast and one of the main structural parts of the Hyperliquid ecosystem.

Not only is HyperUnit currently providing the cheapest way to acquire spot BTC and ETH, but the team is on a roll, quickly deploying ways to transfer spot SOL or even spot Fartcoins to Hyperliquid. Later, you will see spot markets for NVDA, TESLA, spot gold, and more. Yes, it’s a biggie.

Total BTC deposits through HyperUnit are exponentially growing, currently at ~ 1033 BTC ($87.13M USD).

My strategy? Take my yield from other chains (mostly from Berachain), swap it into ETH or BTC, deposit to my Hyperliquid account through Hyperunit, and put those assets back to work and get more yield on HyperSwap.

This quickly became my favorite morning ritual.

• Paddle Finance (Berachain NFTfi)

• JOY (GameFi hardware)

• HyperAnons (Hyperliquid NFT)

• Fuse Card (Stablecoin Visa card)

• PocketPro (Telegram copy trading platform)

• HLFund (Hyperliquid) - FUND token listing announced

Just as I’m finishing this, ISM data was released showing a growth of real GPD in the U.S. of about 1.8%. Recession callers rekt again? Puzzle pieces are falling together nicely.

By the way, read this thread if you enjoy some good old hopium. It’s a good one.

stay safe homies,

Hix0n 🫡