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  • šŸ“° Noise, Giveaway Results and Portfolio Reveals šŸ“Š

šŸ“° Noise, Giveaway Results and Portfolio Reveals šŸ“Š

PLUS: Bitcoin Update, Babies and Memes 🐸

GM Legends! Crypto Markets Bleeding, But We've Brought Bandaids—Welcome Back to Chalk Chain Weekly šŸ“

Sad Band Aid GIF by Hopeless Records
This Week:
  • šŸ“¢ It’s all Noise, Macro, Token Review

  • šŸ‘‘ WIC: $BOOE, Giveaway, Trades

  • 🈳 Shoshin: Bitcoin Dips, Portfolio Reveal

šŸ”‡ It’s all noise: Here’s what actually matters

anchorman GIF

We always hear the advice: ā€œIgnore 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 don’t change the bigger picture. Others quietly signal where the industry is headed. The key is knowing which is which.

šŸ‘‡ Here’s how to separate the noise from what truly matters:

NOISE (Short-term Distractions) 🚫

WHAT MATTERS: Big-Picture Trendsāœ…

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

šŸ”‡ Not every headline deserves your attention.
šŸ“ˆ 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.

šŸ” Speaking of Macro… Bullish or Bearish?

It’s wild to see so much bearish sentiment right now because the bigger picture couldn’t be clearer: we’re heading into a strong phase for risk assets.

The Macro Setup Looks Bullish šŸ“ˆ

  • Business cycle & liquidity are both turning up → 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

āœ… Regulatory clarity is coming to the U.S.
āœ… Crypto ETFs are rolling in.
āœ… Bitcoin adoption on corporate balance sheets is surging.
āœ… Fintech & banks are building in crypto, not backing away.
āœ… Stablecoin usage is skyrocketing.

Despite all this, the crypto community are somehow convinced we’re in a bearish phase.

The truth? This is one of the strongest setups crypto has ever had.

šŸ” Coming up: Token Review

From next week, I’m reviewing my favourite tokens I’ve mentioned. The reality for my portfolio, like most, is that some tokens have to go. I’ll be separating the tokens that have real potential from the dead weight.

It’s almost spring in Europe and I’m ready to do some cleaning. 🧹

šŸ—‘ļø Sell: Which tokens are never reaching new ATH’s?
āœ‹ HODL: Which ones are worth keeping, even through the dump?
šŸ’° Accumulate: Where are the real opportunities hiding right now?

No FOMO. No panic selling. Just a clear look at what’s 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?

I’ll deep dive into the current state of affairs to bring you the answers, stay tuned!

🌟Member Shoutout

Not all contributions are memes or profits—some make life-changing contributions to the world… like Scott did this week. šŸ‘¶

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

What is Crypto (Matt)

šŸ™When Markets Bleed, What Do You Booleive In?

Let’s be real—most of us are down bad right now. It sucks. No sugarcoating it.

But… BUT… let’s look at what’s 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 šŸ‘‡

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."

šŸ”„ Closing in on 3K Subs – Giveaway Results!

WIC’s channel has been on fire lately—400+ new subscribers in just the last two weeks! Now, we’re just 89 subs away from hitting 3,000, and to celebrate, Matt has done another special giveaway!

šŸ† And the Winner Is…

With a valiant effort across the community, there could only be one winner..

Utkarsh Ambudkar Waiting GIF by CBS

Congratulation Blue_Bepop šŸŽ‰

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 there’s still time to get involved—drop a comment on any video to boost your chances! šŸš€

Big thanks to everyone who’s been supporting the channel—let’s smash 3K and make the next giveaway happen! šŸ™Œ

šŸ’” KASPA Deep Dive & Market Updates with Matt and Shoshin

For a deep dive into KASPA and market updates, here’s Matt with a guest Shoshin to explain what’s happening and what you should do. šŸ‘‡

This week’s trades:

🚨Buy Alerts

  • $BOOE - Probably my highest conviction play for the cycle - the amount of info I’m 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

āš ļøSell Alerts

  • $PONKE - Swapped for BOOE.

  • $ALU - Swapped for BOOE.

For real-time alpha and trade alerts from Matt at What Is Crypto

šŸ“² Follow on X: WhatIsCrypto
šŸ”” YouTube: WhatIsCrypto 
šŸ—Øļø Join our Discord Community

Shoshin

šŸ“‰ Bitcoin Dominance Dips- Is Alt Season Coming?

Amid the recent market turbulence, a subtle but notable shift is emerging—one 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.

It’s still too early to call, but this could be the start of the BTC-to-alts rotation many of you have been waiting for.

I’m considering looking at some key levels for alts where I can place bids to potentially outperform BTC.

That said, I’ve seen this scenario before—alts 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.

Shoshin

A promising signal or another fakeout? Time will tell, but for now, it’s something worth watching. šŸ‘€

šŸŖ™ 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.

Shoshin

BTC @ TradingView

Patience and planning— we see it playing out. šŸ”

šŸ“Š The Shoshin Portfolio Allocation: Boring? or Smart?

This portfolio is far from sexy, but can I just say, while others chase volatility, Shoshin’s patience is unmatched. His portfolio might not be the most exciting, but it’s undeniably one of the smartest—sitting on a staggering amount of stables (37.3%), ready to deploy at the absolute best risk-reward moment.

Here’s 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 lessons—next time, let’s refine our timing and stay ready for the best opportunities. ā³

I know I’ll be eagerly watching Shoshin’s next moves. Get instant updates in Discord. šŸ‘‡

Stay Up-to-Date with Shoshin

šŸ“² Follow on X: ShoshinTrading_
šŸ”” YouTube: ShoshinTrading
šŸ—Øļø Join our Discord Community

As always. Zoom out. Take a breath. Touch grass. 🌱

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 šŸ˜‚

It’s 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.