Crypto Watchlist: Top Analyst Reveals 5 Altcoins With Major Upside

In his latest market rundown, Amsterdam-based trader and educator Michaël van de Poppe warns that retail isnt here in the markets as of yet and notes that the widely-followed Altcoin Season Index is still languishing around 29well below the 50-point threshold that would signal a rotation out of Bitcoin and into the broader market. Against that still-cautious backdrop, Van de Poppe argues that the recent 3842 percent rebound in the ETH/BTC pair is the first concrete sign of capital rotating down the risk curve, echoing on-chain data that show Ethereum clawing back ground after months of under-performance. Weve had a 40% return against Bitcoin in just a week, he says, and therefore the blue chips or the large caps are the ones to watch. Crypto Watchlist: Top 5 Altcoins Van de Poppes thesis rests on a classic money-flow model: funds move from Bitcoin to Ethereum, then to large-cap altcoins, mid-caps and, finally, into the smallest caps once animal spirits truly take hold. With that framework in mind, he singles out five names that he believes sit at different rungs of the risk ladder, each with a specific macro- or sector-level tail-wind. Related Reading: Crypto Bulls Just Got Their Macro Wake-Up Call: Heres Why The first pick, Chainlink (LINK), is Van de Poppes easiest play on institutional adoption because we require oracles to provide data in the web-3 space to connect between web 2 and web 3. The analyst emphasises that LINKs bitcoin-denominated chart is still at an all-time low, suggesting asymmetric upside if a true altseason materialises. Next on the large-cap list is Aave (AAVE). Van de Poppe calls the decentralised lending protocol a large cap which implies less risk, but adds that the market is under-pricing its role in bringing bank-grade yield products on-chain. Notably, the token has attracted high-profile flows this cycleDonald Trumplinked World Liberty Financial disclosed cumulative AAVE purchases alongside LINK and ETH earlier this year. Moving down the capitalization spectrum, the analyst turns to Wormhole (W), a cross-chain messaging and liquidity layer he describes as being used to transfer between the chains, with revenues that cycle back into the protocol. He flags its selection as exclusive bridge infrastructure for multiple real-world-asset initiatives in which tokenised T-bill funds migrate across networks. Wormholes fundamentals received a liquidity boost when Binance listed the W token with four trading pairs on 3 April 2024, broadening access for retail and institutional desks alike. Related Reading: Analysis: Crypto Heats Up As $35 Billion Enters Market In Under A Month For investors willing to venture further out on the risk curve, Van de Poppe highlights Peaq (PEAQ), a layer-1 focused on DePIN and the machine economy. Its the largest ecosystem within the machine economy and finally waking up again, he says, citing on-chain data that already show more than 50 companies and six-million devices active on the network. He argues that growing transaction counts and cross-industry partnerships make PEAQ interesting for an investment thesis at current valuations. His smallest-cap mention is Alkimi (ADS), which he dubs an advertising project whose revenue has gone 4x from $1.2 million to $5 million even as the token corrected from $0.50 to $0.10 during the recent macro-driven sell-off. Alkimi positions itself as a decentralised ad exchange designed to cut supply-chain fees and provide on-chain transparency, a use-case the company claims can slash CPMs by over 200 percent for advertisers. Van de Poppe closes with portfolio construction advice rather than price targets. The larger the market cap, the longer its in business, the larger your allocation can be because the lower the risk involved. The smaller and newer the project, the smaller the allocation, he says. At press time, the total crypto market cap stood at $3.18 trillion. Featured image created with DALL.E, chart from TradingView.com

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Crypto Bulls Just Got Their Macro Wake-Up Call: Heres Why

An unprecedented surge in the Philadelphia Federal Reserves May Manufacturing Business Outlook Survey has jolted global risk markets and given crypto asset traders their clearest macro catalyst of the year. The Future New Orders diffusion index leapt by forty-plus points, a move that Julien Bittel, head of macro research at Global Macro Investor (GMI), called literally historic. Crypto Bulls Can Rejoice Bittels commentary on X framed the print with statistical precision: Philly Fed data for May dropped yesterdayand the Future New Orders index just made history. Literally. Expectations for new orders posted the largest monthly spike ever recordedgoing all the way back to the indexs inception in May1968. A staggering +4.3 standard deviation move. He underlined the shock with a comparison few macro watchers will forget: For perspective: thats an even bigger move upthan the downside collapse during the depths of the 2008 Global Financial Crisis (-4.1). Let that sink in Bittel then set the surge in a broader narrative that has animated his research since late last year. Q1 growth was weak. The reason is straightforwardfinancial conditions tightened sharply in Q4. The dollar ripped, bond yields surged a classic tightening phase, he wrote. Related Reading: Analysis: Crypto Heats Up As $35 Billion Enters Market In Under A Month The proximate trigger, in his telling, was businesses panicloading inventories ahead of Trump tariffs, and markets frontrunning the inflation narrative. Those dynamics, he argued, are a replay of Donald Trumps first term: Weve highlighted repeatedly: this had all the hallmarks of Q42016 during Trumps first term. Just like early2017, that tightening spilled over into slower growth momentum in Q1. Where 2017 began with doubt and ended in a synchronous global boom, Bittel believes 2025 is rhyming. Those Q1 headwinds have flipped into Q2 tailwinds, he insisted. Everything flows downstream from changes in financial conditions Purchasing managers expectations are shiftingand shifts in thinking eventually translate into action. Sentiment shifts first. Action follows. It always does. Bullish. The crypto market responded muted. Bitcoin reclaimed the $104,000 level in earlyEuropean trade, but lost it later on. Ether steadied near $2,600, and highbeta layerone tokens such as Solana and Avalanche moved in tandem. Related Reading: Ethereum Gains Momentum Amid Flat Funding Rates Is This A Healthy Uptrend? GiancarloCudrig, head of markets at Immutable, said the scale of the shock is less important than how underpositioned investors are for an upside growth surprise. An upside economic shock like this+4.3 on new ordersis rare. But the bigger story is market positioning. Asset prices are not prepared. The meltup is the asymmetric risk. Now its being repriced. Independent analyst MarketHeretic struck a similar note on X: When this dropped, markets didnt even blink. Because the shifts already in motion. This wasnt news, it was confirmation. Thats the real tell, when markets shrug off a foursigma upside shock. It means the turn is already upon usand its just getting started. For crypto investors, the implications are immediate. A softer dollar and retreating realyield expectations reduce the opportunity cost of holding nonyielding assets, while the early phase of a reflationary turn historically favours highbeta exposures. Bittels own playbook is unambiguous: Sentiment shifts first. Action follows. As long as that chain reaction continues, the crypto bulls appear to have both math and momentum on their side. At press time, the total crypto market cap stood at $3.28 trillion. Featured image created with DALL.E, chart from TradingView.com

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China Tariff Jitters Shake Markets, But Qubetics Crosses $16.3M Presale Is It the Best Crypto to Join This Month?

With markets rattled by China tariff news, Qubetics hits $16.3M in presale while EOS eyes recovery and SEI faces legal heat. Explore why its among the best cryptos to join this month.

The post China Tariff Jitters Shake Markets, But Qubetics Crosses $16.3M Presale Is It the Best Crypto to Join This Month? appeared first on Kanalcoin.

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Solana (SOL) Bulls Charge Ahead: Structural Breakout Sparks $200 Target

Solana (SOL) is reflecting renewed bull strength along with the overall market. After several weeks of volatility, SOL is now primed for the next leg up and has started its upward journey. Over the last 24 hours, SOL is up by almost 10% with a trading price of $130.80.  Solana Defies Downtrend, Targets $200 Next […]

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Goldman Sachs Flags 35% Recession Risk What This Means For Crypto

Crypto markets edged lower Monday following a stark warning from Goldman Sachs, which raised its 12-month US recession probability to 35%, citing rising tariffs, weakening growth, and deteriorating sentiment. The reassessment follows the firms second upward revision in March to its 2025 US tariff expectations, signaling an increasingly fraught macroeconomic environment with direct implications for risk assets including cryptocurrencies. In the note titled US Economics Analyst: A Further Increase in Our Tariff Assumptions, Goldman economists Alec Phillips, Tim Walker, and David Mericle outline their rationale: We now expect the average US tariff rate to rise 15pp in 2025 [] almost the entire revision reflects a more aggressive assumption for reciprocal tariffs. Goldman anticipates that President Trump will announce across-the-board reciprocal tariffs averaging 15% on April 2. Adjusted for product and country exclusions, the effective rise in average tariffs is expected to be around 9 percentage points. Related Reading: Crypto Market Cap Evolution Shows Diverging Trends Among Top Digital Asset The impact on the macro outlook is stark: Goldman has downgraded its 2025 US GDP growth forecast by 0.5pp to 1.0% (Q4/Q4), lifted its year end core PCE inflation forecast to 3.5% (+0.5pp), and increased its unemployment projection to 4.5% (+0.3pp). These revisions reflect a stagnating growth environment paired with inflationary pressures a combination that constrains monetary stimulus options. The bank attributes the rise in recession probability to three key factors: a lower growth baseline; deteriorating household and business confidence; and statements from White House officials indicating greater willingness to tolerate near-term economic weakness. Despite historically poor predictive power from sentiment measures, Goldman writes: We are less dismissive of the recent decline because economic fundamentals are not as strong as in prior years. Most importantly, real income growth has already slowed sharply and we expect it to average only 1.4% this year. Implications For Crypto While digital assets have long been viewed as uncorrelated to traditional macroeconomic variables, that narrative has evolved. Bitcoin, in particular, has become increasingly responsive to broader macro conditions particularly liquidity, risk sentiment, and real yields. Related Reading: Meltem Demirors On Crypto Rally: Are We So Back? Not So Fast As the yield curve inverts once again a classic recession signal macro analysts are warning of a unique policy dilemma. As @ecoinometrics noted on X: The yield curve is inverting again, a traditional recession signal. But unlike past cycles, the Fed is unlikely to rush to QE due to inflation concerns. This creates a double challenge for Bitcoin: potential risk-off pressure without the stimulus relief that typically follows. Bitcoin is very much driven by macro these days. It is behaving like a high-beta play on the NASDAQ 100. However, not everyone agrees that a recession poses a net-negative risk for crypto. In a recent interview, Robbie Mitchnick, Global Head of Digital Assets at BlackRock, offered a nuanced view of Bitcoins macro sensitivity: Economic fears. I mean, I don’t know if we have a recession or not, but a recession would be a big catalyst for Bitcoin [] It’s catalyzed by more fiscal spending and debt and deficit accumulation. That happens in a recession. It’s catalyzed by lower interest rates and monetary stimulus. That tends to happen in a recession. Mitchnick acknowledges the short-term constraints the wealth effect, reduced disposable income, and high correlations with equities but maintains that structurally, Bitcoin benefits from the long-term consequences of recessionary policy responses. Bitcoin is long liquidity in the system and to some extent over just fears of general social disorder [] that too, unfortunately, is something that can come up in a recession. He adds that current market reactions may not reflect Bitcoins true positioning: The market has almost, it seems, gotten this in some ways not particularly well calibrated but that’s where the opportunity comes in for education in a market and an asset class that’s still very nascent. At press time, BTC traded at $83,230. Featured image from iStock, chart from TradingView.com

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United States Dominates Global Crypto Market With Massive $9.3 Billion In Profits

In a recent report by market intelligence firm Chainalysis, it has been revealed that global crypto gains in 2023 amounted to a staggering $37.6 billion. This profit surge reflects improved asset prices and market sentiment compared to 2022.  Although this figure falls short of the $159.7 billion gains witnessed during the 2021 bull market, it [...]

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Crypto Markets Monster Cycle: $7.5 Trillion Market Value By 2025, Bitcoin Targets $150,000

In a recent Bloomberg report, it has been revealed that the market value of crypto assets is expected to witness a remarkable surge, nearly tripling to $7.5 trillion by 2025.  Wall Street Firm Predicts Monster Of A Crypto Cycle The next few years are likely to usher in a monster of a crypto cycle, according [...]

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Stellars Strength Amid Market Turbulence Sets the Stage for a 66% Surge

Stellar (XLM) is proving its resilience in the face of ongoing market turbulence, standing out as a beacon of strength even as the broader cryptocurrency market falters. Recent sell-offs, primarily driven by Bitcoins decline, have created uncertainty for many digital assets. However, XLM has managed to hold its crucial support levels, signaling its readiness for […]

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