For context, these positions have been locked up for three years, so understandably, we're seeing some selling.
This, in turn, means the selling of Bitcoin, as we saw in Friday's close last week. It is a big day today.
Let's get into it.
What inferences can we draw from TradFi?
To gauge this slightly better, we turn to the TradFi products for an early, pre-market view. For this, we can look at Coinbase, Microstrategy and Marathon Digital stock prices to see how they're trading pre-market.All three have seen major declines over the past 7-10 trading days as TradFi has sold its positions into the ETF. That’s partly why we were more confident that BTC would sell off after the ETF was approved.
What you'd now want to see is for these stocks to bounce to show buying has come back. If they don't bounce back, that would be a concern. It would suggest TradFi is sitting on the sides.
If these stocks don't bounce, it's also possible inflows go into the ETFs (rather than back into those stocks), so this is also something we need to watch out for.
What's also important to note is that the S&P is opening lower today, so it may be the case that it's just a general risk-off environment for today. This is something to also take note of.
What to expect on the macro front
We'll keep this part brief. This week is quiet on the data front, but we do have a lot of Fed speak. Essentially, we see Fed members likely to push back on rate cuts in March just to slightly reset the market’s expectations.We may see rate cuts begin in March, especially if there are issues with liquidity in the Repo markets (this is where we see a problem happening in March/April that'll send the markets lower before the Fed steps in).
However, it's more likely rate cuts begin in the April/May meeting - the meeting is two days and is on the last day of April and the first day of May.
Cryptonary's take
The above outlines the key things we are watching out for today.However, we actually quite like a lot of the altcoin setups here, and our thinking is that if BTC can hold up and not puke out today from the GBTC selling, then alts could have a nice few days of performance here.
If BTC holds up, we like SOL and LINK for further upside in the coming week. But again, that’s only if BTC holds up.
Let's go!!!
Would you like to get the maximum value out of our analysis?Join other Cryptonary members on Discord, discuss the analysis, and gain insights from other traders on the same journey as you.
100% Success Money Back Guarantee
If our approach doesn’t outperform the overall crypto market during your subscription, we’ll give you a full refund of your membership. No questions asked. For quarterly and monthly subscribers this is applicable once your subscription runs for 6 consecutive months.
Take your next step towards crypto success
$799/year
Get everything you need to actively manage your portfolio and stay ahead. Ideal for investors seeking regular guidance and access to tools that help make informed decisions.
For your security, all orders are processed on a secured server.
What’s included in Pro:
Success Guarantee, if we don’t outperform the market, you get 100% back, no questions asked
24/7 access to experts with 50+ years’ experience
All of our top token picks for 2025
Our latest memecoins pick with 50X potential
On hand technical analysis on any token of your choice
Weekly livestreams & ask us anything with the team
Daily insights on Macro, Mechanics, and On-chain
Curated list of top upcoming airdrops (free money)
Our track record speaks for itself
With over 2.4M tokens and widespread misinformation in crypto, we cut
through the noise and consistently find winning assets.
Frequently Asked Questions
Can I trust Cryptonary's calls?
Yes. We've consistently identified winners across multiple cycles. Bitcoin under $1,000, Ethereum under $70, Solana under $10, WIF from $0.003 to $5, PopCat from $0.004 to $2, SPX blasting past $1.70, and our latest pick has already 200X'd since June 2025. Everything is timestamped and public record.
Do I need to be an experienced trader or investor to benefit?
No. When we founded Cryptonary in 2017 the market was new to everyone. We intentionally created content that was easy to understand and actionable. That foundational principle is the crux of Cryptonary. Taking complex ideas and opportunities and presenting them in a way a 10 year old could understand.
What makes Cryptonary different from free crypto content on YouTube or Twitter?
Signal vs noise. We filter out 99.9% of garbage projects, provide data backed analysis, and have a proven track record of finding winners. Not to mention since Cryptonary's inception in 2017 we have never taken investment, sponsorship or partnership. Compare this to pretty much everyone else, no track record, and a long list of partnerships that cloud judgements.
Why is there no trial or refund policy?
We share highly sensitive, time-critical research. Once it's out, it can't be "returned." That's why membership is annual only. Crypto success takes time and commitment. If someone is not willing to invest 12 months into their future, there is no place for them at Cryptonary.
Do I get direct access to the Cryptonary team?
Yes. You will have 24/7 to the team that bought you BTC at $1,000, ETH at $70, and SOL at $10. Through our community chats, live Q&As, and member only channels, you can ask questions and interact directly with the team. Our team has over 50 years of combined experience which you can tap into every single day.
How often is content updated?
Daily. We provide real-time updates, weekly reports, emergency alerts, and live Q&As when the markets move fast. In crypto, the market moves fast, in Cryptonary, we move faster.
How does the success guarantee work?
If our approach to the market doesn’t beat the overall crypto market during your subscription, we’ll give you a full refund of your membership fee. No questions asked. For quarterly and monthly subscribers this is applicable once your subscription runs for 6 consecutive months.
Recommended from Cryptonary
