Blunt is blunt - the crypto savings plan continues unchanged. Although I have already reached my target allocation of 10 % through special tranches, I am now deliberately continuing to disproportionately invest in the crypto position.

Why? Because I am overriding the logic of my head (which is calling for a rebalancing) in order to continue collecting the favorable entry prices of the crypto winter. If it goes even lower in the next execution: gladly! In the long term, the current EK doesn't matter anyway.

Crypto savings plans:

$BTC (-0,32%) 250,- €

$ETH (+0,27%) 50,- €

$SOL (+0,87%) 50,- €

Monday, May 11

17:00: Inflation expectations of the New York Fed

Tuesday, May 12

14:30: US consumer price index (CPI) 🌶

Wednesday, May 13

14:30: US Producer Price Index (PPI)

Thursday, May 14

14:30: US retail sales 🌶

14:30: US import and export prices

16:30: CLARITY Act vote 🌶

Friday, May 15

14:30: Empire State Manufacturing Index

15:15: US industrial production & capacity utilization

16:00: University of Michigan Consumer Sentiment (preliminary)

$HIMS (+1,67%)
$ASTS (+6,95%)
$QBTS (+24,77%)
$OKLO
$ONON (+1,06%)
$NBIS (+15,45%)
$BABA (-3,2%)
$CSCO (+2,63%)
$AMAT (-0,78%)
$NU (+2,09%)
$BTC (-0,32%)
$ETH (+0,27%)
$SOL (+0,87%)
$XRP (-0,09%)

It may not itch you, as you are not invested anyway. But after that comes gold & silver. Then comes real estate (10 years). Finally come watches, art, vintage cars, spirits, wines and everything else.

In 1999, the speculation period for securities was extended from 6 to 12 months by the SPD and the Greens. In 2009, it was completely abolished by the CDU and SPD and replaced by today's flat-rate withholding tax + solidarity surcharge. More than 14 million small investors and savers are affected by this today. The greedy state is hindering your prosperity and private pension provision.

$BTC (-0,32%)
$ETH (+0,27%)
$XRP (-0,09%)
$SOL (+0,87%)
$BNB (+0,59%)
$DOGE (+1,02%)
$HYPE (+20,16%)
$AAVE (+0,41%)
$ZEC (-2,09%)
$WLFI (-0,13%)
$ADA (-0,22%)
$DOT (+0,89%)$TRX (+1,21%)
$XMR (-1,12%)$LINK (+0,48%)
$XLM (+1,4%)
$DAI (+0,35%)
$PAXG (-0,46%)
$LTC (+0,02%)
$AVAX (+1,46%)
$SUI (+3,63%)
$HBAR (-0,22%)
$SHIBA (+0%)
$TAO (+1,23%)
$CRO (-0,09%)

$BTC (-0,32%)
$ETH (+0,27%)
$XRP (-0,09%)
$SOL (+0,87%)
$TRX (+1,21%)

$BTC (-0,32%)
$ETH (+0,27%)
$XRP (-0,09%)
$SOL (+0,87%)
$TRX (+1,21%)

Investable via:

$BITC (-0,45%)
$CETH (-0,18%)
$XRRL (-0,91%)
$SLNC (+0,46%)
$CTEN (-0,43%)

The CLARITY Act has been stuck in the Senate for months - now things could move quickly. A vote in the Banking Committee is scheduled for May, but the tight schedule (Memorial Day, summer break, election campaign) is putting the project under massive pressure.

What does this mean for the market?

- $ETH (+0,27%) & Altcoins: biggest winners if passed, as regulatory clarity (especially for staking and DeFi)

- $BTC (-0,32%): hardly any additional effect, status already largely clarified

If the law fails or is postponed to 2027, there is a clear risk-off for altcoins (-15 to -25% vs. BTC).

Macro situation remains tense:

- Outflows from crypto ETPs (USD 605 million this week)

- At the same time, strong inflows into #bitcoin & blockchain stocks (USD 624 million in four weeks)

Interpretation:

Investors reduce direct crypto exposure but build structural positions via equities (e.g. beneficiaries of stablecoins and AI)

Conclusion:

Caution in the short term - clear capital rotation into the sector continues in the long term.

(Text: James Butterfill, CoinShares' Head of Research)

$CETH (-0,18%)
$BCHS (+0,75%)

Spotify

https://open.spotify.com/episode/3FhLyIa4kkOtCXt1weC4ot?si=CxtZ40r8S5S5BfoH9HIi_g

YouTube

https://www.youtube.com/watch?v=Ol3QdWM-JIY

Apple Podcast

https://podcasts.apple.com/de/podcast/142-alphabet-tesla-bitcoin/id1695869891?i=1000765739984

$TSLA (+0,28%)
$GOOG (+0,79%)
$GOOGL (+0,78%)
$BTC (-0,32%)
$ETH (+0,27%)
$SOL (+0,87%)
$XRP (-0,09%)

so that he can give away and burn even more money. Old-age provision is to be made more difficult. Poverty in old age is encouraged. 11 million people own BTC / cryptos in Germany. SPD = They are plundering Germany .

Austria collected exactly EUR 33.84 million in 2024 as a result of the abolition of the one-year holding period and the introduction of the flat-rate crypto tax (27.5% capital gains tax), which corresponds to just 0.57% of total capital gains tax revenue. This means that the actual tax revenue falls massively short of the government's initial expectations, which had originally hoped for new revenue of up to 300 million euros; the hoped-for big windfall for the state budget by putting cryptocurrencies on an equal footing with traditional shares has therefore definitely failed to materialize.

$BTC (-0,32%)
$ETH (+0,27%)
$XRP (-0,09%)
$SOL (+0,87%)
#krypto
#crypto

Link to the video: https://youtu.be/EijNrsRfPbU

The majority of $ETHs (+0,27%) circulating supply is no longer freely tradable. Around 30 % of the total #ethereum are in validator contracts - a record figure. A further 5.8% is on the balance sheets of listed digital asset treasury companies, led by Bitmine with 4.98 million tokens - this corresponds to around 4.1% of the total supply and is therefore within reach of the 5% target. US spot$ETH (+0,27%)-ETFs hold a further 5%. Net inflows into these products amounted to around USD 560 million in the first three weeks of April, led by BlackRock's ETHA and the staggered ETHB. Taking into account the overlap between staking and DAT pools, the actual tradable free float on the exchanges is at its lowest level since the merger.

This has not yet been reflected in the share price. $ETH (+0,27%) DAT is still trading 52 % below its August high of $ 4,950. But the $ETH (+0,27%)/$BTC (-0,32%)-ratio has started to slowly work its way up from the February low - a first indication that capital is rotating back into $ALT (+2,59%) - beta again. If this rotation gains momentum, there will be less supply to absorb it than in any previous cycle.

$CETH (-0,18%)