TechDev Newsletter - Market Update Issue #62

It's all about liquidity.

Just another weekend in crypto. This time, we saw the President-Elect of the United States launch a memecoin that reached a fully diluted valuation of $70 billion (yes, billion) in less than 48 hours.

You know I don’t usually comment much on news - I believe it lags and is often more distraction than signal). I won’t linger on this either, except to note the uncanny timing of the liquidity drain experienced by the rest of the alt market. It aligns almost perfectly with where the charts suggest the current market cycle is positioned.

Before diving into that, I’ll start with an update on the BTC roadmap, followed by something far more significant—a deep dive into global liquidity cycle signals and their undeniable connection to Bitcoin. This analysis is the culmination of weeks of research and provides valuable insight into where we stand in the cycle.

Afterward, we’ll turn to the alt market. I’ll explain why the day-to-day noise is insignificant in the context of the high timeframe setup, except for the potentially telling timing of this weekend’s lightning-rod event.

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Today’s topics

Bitcoin

• Roadmap Update

• The Liquidity Cycle Setup

Altcoins

• The 4 Year Crypto Setup

• Meme Liquidity Vacuums

• New Alt Targets

  • SEI

  • DMTR

  • PAAL

  • XRP