On Sunday evening, everything seemed to be calm, but here it is – an unexpected catalyst.

Donald Trump said that the United States will create a crypto reserve, which will include:

• Bitcoin
• Ether
• Solana
• Ada
• Ripple
(and maybe something else).

So far, of course, this is semi-official, but if the US president himself has stated this, then the chances that they will be accepted are very high.

The market immediately began to pump: volumes jumped, BTC rushes to $ 93k, closing the CME gap.

Tomorrow, most likely, a new gap will form, which will also be a magnet (for correction).

What does this mean for us?

• The market is ahead of events – a cool narrative has emerged, and against the background of low liquidity, even small news will accelerate prices.

• I expect $200k worth of BTC by the end of the year – this is my baseline scenario.

• The United States will formally accept the Bitcoin reserve, and this will further heat up the market.

• M2 growth is already underway, but it will take time for it to work out.

• Banks are increasingly introducing bitcoin custody services, which provides additional liquidity to the market.

• In the coming months (March-April), economic data may push the Fed to turn around. Perhaps they will announce new incentives or a reduction in the TGA balance sheet – the main thing for the market is to hear that they are "ready to pour money in."

In general, we are moving according to plan, we are not discouraged – there are still many positive movements ahead, apparently.