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- š° Noise, Giveaway Results and Portfolio Reveals š
š° Noise, Giveaway Results and Portfolio Reveals š
PLUS: Bitcoin Update, Babies and Memes šø


GM Legends! Crypto Markets Bleeding, But We've Brought BandaidsāWelcome Back to Chalk Chain Weekly š

This Week:
š¢ Itās all Noise, Macro, Token Review
š WIC: $BOOE, Giveaway, Trades
š³ Shoshin: Bitcoin Dips, Portfolio Reveal


š Itās all noise: Hereās what actually matters

We always hear the advice: āIgnore the noise.ā But what does that actually look like in crypto right now?
The space is flooded daily with hype, FUD, and distractions. Some stories make headlines but donāt change the bigger picture. Others quietly signal where the industry is headed. The key is knowing which is which.
š Hereās how to separate the noise from what truly matters:
NOISE (Short-term Distractions) š« | WHAT MATTERS: Big-Picture Trendsā |
---|---|
The President & First Lady launching rugged memecoins | The SEC dropping enforcement cases against Coinbase, Robinhood, OpenSea, and Uniswap |
CAR & Argentina launching rugged memecoins | Clearer US regulations = safer onchain innovation |
Kanye launching a memecoin | Institutional adoption continues to grow |
North Korea hacks ByBit for 1.4B of ETH | More Layer 2 solutions scaling Ethereum |
CZ creates a memecoin for his dog | Major projects moving toward real-world utility |
The Ethereum Foundation losing favour with the ETH community | Governments and corporations integrating blockchain tech |
The current market dip | Long-term accumulation opportunities |
The current sentiment of crypto Twitter | The macro climate turning bullish |
THE BOTTOM LINE
š Not every headline deserves your attention.
š The real opportunities come from spotting long-term trends. i.e. smart money.
2025 is about cutting through the noise and staying focused on what actually moves the market forward.
š Speaking of Macro⦠Bullish or Bearish?
Itās wild to see so much bearish sentiment right now because the bigger picture couldnāt be clearer: weāre heading into a strong phase for risk assets.
The Macro Setup Looks Bullish š
Business cycle & liquidity are both turning up ā Altcoin season is brewing, even if no one believes it yet.
The market has been distracted by fraud & memecoin drama, but zoom out.
Key Catalysts Lining Up
ā
Regulatory clarity is coming to the U.S.
ā
Crypto ETFs are rolling in.
ā
Bitcoin adoption on corporate balance sheets is surging.
ā
Fintech & banks are building in crypto, not backing away.
ā
Stablecoin usage is skyrocketing.
Despite all this, the crypto community are somehow convinced weāre in a bearish phase.
The truth? This is one of the strongest setups crypto has ever had.
š Coming up: Token Review
From next week, Iām reviewing my favourite tokens Iāve mentioned. The reality for my portfolio, like most, is that some tokens have to go. Iāll be separating the tokens that have real potential from the dead weight.
Itās almost spring in Europe and Iām ready to do some cleaning. š§¹
šļø Sell: Which tokens are never reaching new ATHās?
ā HODL: Which ones are worth keeping, even through the dump?
š° Accumulate: Where are the real opportunities hiding right now?
No FOMO. No panic selling. Just a clear look at whatās worth your time and money.
For example: $COW of CoW Protocol
Entry | Current Price | PnL |
---|---|---|
$0.59 | $0.38 | -34.48% |

Red = Entry, Grey Box = Current Range
Should you Sell, HODL, or accumulate?
Iāll deep dive into the current state of affairs to bring you the answers, stay tuned!

šMember Shoutout
Not all contributions are memes or profitsāsome make life-changing contributions to the world⦠like Scott did this week. š¶

Congratulations Scott on the new addition, I predict great returns from this one!

What is Crypto (Matt)
šWhen Markets Bleed, What Do You Booleive In?
Letās be realāmost of us are down bad right now. It sucks. No sugarcoating it.
But⦠BUT⦠letās look at whatās going up.

BOOE CoinMarketCap
Matt has been extremely bullish on Book of Ethereum for over 6 months, and it appears it is now catching a bid, being one of the best performing assets this week.

@Mattyboi9619
First- What is the Book of Ethereum and should you buy in? Find out š
Take a look at the potential setup. BOOE is bouncing nicely from historic lows and has broken the declining trend line, at the same time as the entire market is bleeding.

BOOE Dexscreener Setup
"When markets bleed, boolieve in conviction, not fear."
š„ Closing in on 3K Subs ā Giveaway Results!
WICās channel has been on fire latelyā400+ new subscribers in just the last two weeks! Now, weāre just 89 subs away from hitting 3,000, and to celebrate, Matt has done another special giveaway!

š And the Winner Isā¦
With a valiant effort across the community, there could only be one winner..

Congratulation Blue_Bepop š

How to Enter Future Giveaways?
Matt keeps a running log of commenters across recent videos, and the winners will be randomly selected from YouTube comments. That means thereās still time to get involvedādrop a comment on any video to boost your chances! š
Big thanks to everyone whoās been supporting the channelāletās smash 3K and make the next giveaway happen! š
š” KASPA Deep Dive & Market Updates with Matt and Shoshin
For a deep dive into KASPA and market updates, hereās Matt with a guest Shoshin to explain whatās happening and what you should do. š
This weekās trades:
šØBuy Alerts
$BOOE - Probably my highest conviction play for the cycle - the amount of info Iām still uncovering on this one is insane!
$BARRY - A base meme - high-risk DYOR.
$PEPECOIN - Took a fairly Large Pepecoin Spot Position - BasedAI integration, Pepecoin deflationary burns and FBB4's largest backing - I think this cooks
PEPECOIN @ Trading View
ā ļøSell Alerts
$PONKE - Swapped for BOOE.
$ALU - Swapped for BOOE.
For real-time alpha and trade alerts from Matt at What Is Crypto
š² Follow on X: WhatIsCrypto
š YouTube: WhatIsCrypto
šØļø Join our Discord Community

Shoshin
š Bitcoin Dominance Dips- Is Alt Season Coming?
Amid the recent market turbulence, a subtle but notable shift is emergingāone that traders have been anticipating, Shoshin explains:
While still minor and inconclusive for now, BTC dominance has actually dipped during this latest leg down.
In other words, alts are holding up relatively better compared to BTC on this drop.
Itās still too early to call, but this could be the start of the BTC-to-alts rotation many of you have been waiting for.
Iām considering looking at some key levels for alts where I can place bids to potentially outperform BTC.
That said, Iāve seen this scenario beforeāalts showing strength initially, only to get wrecked when BTC took another leg down.
Caution is always wise, but I know some of you will appreciate a bit of positive news.
A promising signal or another fakeout? Time will tell, but for now, itās something worth watching. š
šŖ Bitcoin Outlook
Credit where credit is due: Shoshin called this in the community Discord.

Amid the market volatility, strategic bidding is starting to pay off.
Finally, I have had 50% of my bids filled here!
The rest are down at $74K in case we go there.

BTC @ TradingView
Patience and planningā we see it playing out. š
š The Shoshin Portfolio Allocation: Boring? or Smart?
This portfolio is far from sexy, but can I just say, while others chase volatility, Shoshinās patience is unmatched. His portfolio might not be the most exciting, but itās undeniably one of the smartestāsitting on a staggering amount of stables (37.3%), ready to deploy at the absolute best risk-reward moment.
Hereās the breakdown of the current holdings, by category:

A Moment for Reflection
This is a great time to step back and assess your own strategy. Did you have the right balance of patience? Were you too eager to deploy capital too early?
I know I, like many of you, wish I had waited a little longer before loading up. These moments are lessonsānext time, letās refine our timing and stay ready for the best opportunities. ā³
I know Iāll be eagerly watching Shoshinās next moves. Get instant updates in Discord. š
Stay Up-to-Date with Shoshin
š² Follow on X: ShoshinTrading_
š YouTube: ShoshinTrading
šØļø Join our Discord Community

As always. Zoom out. Take a breath. Touch grass. š±

If you want more market analysis and for the most up-to-date alpha
Join the community Discord
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MEMES OF THE WEEK š



Itās back again :(

DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.