March 2025
π The crypto cycle has always been a machine for crushing the impatient... and rewarding those who read the timing, not the noise.
It's the end of March 2025. Bitcoin is now evolving in the midst of the post-halving phase, historically considered the hard core of bullish cycles (cf. 2013, 2017, 2021).
But this time the context is different:
π» Global liquidity remains constrained, central banks arbitrate between stability and recovery
𧱠Institutional flows are present, but compartmentalized in structures like spot ETFs or OTC desks β not yet unleashed
And yet, signals are gradually aligning.
β‘οΈ 2025 is the final phase of our cyclical crypto asset strategy - the period of maximum asymmetry, but zero margin for error.
The priority: capturing momentum without burning your wings.
π The transition to our US equities strategy, guided by a proprietary database of listed companies and a backtested sector selection engine, is scheduled to ramp up gradually by the end of 2025.
Markets change, but the method remains the same: identify pockets of strength and concentrate exposure on them.
π§ This is a personal reading of the cycle based on a structured market framework.... Show More
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Fri Nov 14 2025 08:15:11 GMT+0000 (Coordinated Universal Time)
