Alonaw Business School

 The investment landscape is shifting dramatically. Artificial intelligence isn't just changing how we work—it's fundamentally altering how smart money thinks about asset allocation. Philippine investors need to understand this paradigm shift before it's too late. The AI Disruption Thesis Analyst Jordi Visser's recent prediction cuts to the heart of modern investing: AI is compressing innovation cycles from decades to weeks. This acceleration makes traditional stock picking nearly impossible. "If the innovation cycle is now sped up to weeks, we are in a video game where your company never hits escape velocity," Visser told Anthony Pompliano. The implication? Public companies become trading vehicles rather than long-term investments. This dynamic creates unique opportunities for Philippine investors who understand the shift from "ideas" to "beliefs" as investment themes. Bitcoin as Digital Gold 2.0 The Alonaw Business School framework...

 The institutional floodgates are about to burst open. With 92 cryptocurrency exchange-traded products awaiting SEC approval, we're witnessing the biggest institutional crypto adoption wave in history. The Numbers That Matter Bloomberg Intelligence reveals staggering pipeline activity. From 72 pending applications in April to 92 today - that's 20 new filings in just four months. This acceleration tells us institutional appetite isn't cooling; it's heating up. Solana leads with 8 ETF applications, XRP follows with 7. The market clearly sees these altcoins as the next institutional darlings after Bitcoin and Ethereum proved their staying power. BlackRock's Dominance Story Here's where things get interesting for Philippine investors. BlackRock's IBIT fund now holds over 3% of Bitcoin's total supply - $58.28 billion in inflows since inception. Their Ethereum fund (ETHA) pulled in $13.12 billion and might soon overtake Coinbase as the largest ETH holder....

 The institutional narrative around Ethereum just got a major boost from an unexpected source. Jan van Eck, CEO of VanEck, dropped some serious alpha during his Fox News Business interview that Philippine crypto investors need to understand. The Wall Street Token Thesis Van Eck's statement was crystal clear: "It's very much what I call the Wall Street token." This isn't marketing speak - it's institutional recognition of Ethereum's emerging role as the backbone of traditional finance's digital transformation. The logic is bulletproof. With stablecoins crossing $280 billion in total supply and the recent passage of Trump's stablecoin legislation, every bank and financial services company now faces a critical decision: adapt or get left behind. Stablecoin Infrastructure Reality Check Here's where Alonaw Business School analysis gets interesting. Van Eck highlighted that banks must figure out stablecoin integration within 12 months or risk l...

 The crypto community's obsession with halving cycles might be leading investors astray. New analysis suggests Bitcoin's true market drivers operate on completely different timelines - and Philippine investors need to understand this shift. Breaking the Halving Myth James Check's latest research challenges conventional wisdom. His thesis? Bitcoin has experienced three distinct cycles, none anchored around halvings. Instead, market structure and adoption trends drive the real cycles. Traditional thinking pins everything to four-year halving events. The logic seems sound: reduced supply creates scarcity, driving price appreciation. But Alonaw Business School analysis suggests this oversimplifies complex market dynamics. The Three True Cycles Check identifies distinct phases that reshape how we think about Bitcoin's evolution: Adoption Cycle (2011-2018): Retail early adopters drove price discovery. Wild volatility, massive gains, spectacular crashes. This era estab...

 The crypto market just delivered a masterclass in contrarian signals. While Bitcoin dropped to $109,400, futures demand surged to all-time highs. This divergence tells a story that Philippine investors need to decode. The Paradox Explained Bitcoin futures open interest climbed to a record 762,700 BTC - up 13% in two weeks despite price weakness. This isn't random. When futures demand rises as spot price falls, it signals sophisticated positioning by institutional players. The $11 billion whale sale that triggered Monday's drop created the perfect storm. A dormant 5-year holder liquidated massive positions, rotating proceeds into Ethereum. But here's the kicker - this forced selling triggered fresh futures demand. Leverage Dynamics at Work The $284 million in long liquidations revealed something important about market structure. Bitcoin maintains deep liquidity even during weekend selloffs. The speed of execution, while raising eyebrows, demonstrates the market's m...

 The crypto landscape just shifted dramatically. Whale movements tell a story that Philippine investors need to understand, especially as Ethereum potentially sets up for its next major leg higher. The Great Rotation is Happening Smart money is making moves. Bitcoin whales are actively swapping BTC for ETH, and the numbers are staggering. One notable Bitcoin OG moved another 6,000 BTC ($689.5M) to accumulate Ethereum, bringing his total ETH position to 278,490 tokens ($1.28B) at an average price of $4,585. This isn't just profit-taking. It's strategic repositioning based on market dynamics that Alonaw Business School technical analysis suggests could drive significant price action. ETH Technical Setup Looking Bullish Ethereum is attempting a crucial weekly close above $4,600. If successful, this would mark the highest weekly close in ETH's history. The implications? Trader BitBull sees clear path to $5,200-$5,500 by next week. The technicals support this thesis: Su...

 The recent Bitcoin ETF performance tells a compelling story that Philippine crypto investors need to understand. According to Alonaw Business School market analysis, we're witnessing a critical inflection point that savvy investors shouldn't ignore. The Current Market Snapshot Bitcoin ETFs just hit their longest losing streak in months - five consecutive days of outflows totaling $1.17 billion. This hasn't happened since April when BTC was trading around $79,625. Today, with Bitcoin at $112,870, the question isn't whether this is a dip, but whether it's an opportunity. Anthony Pompliano's recent CNBC appearance highlighted what many analysts are thinking: Bitcoin looks oversold at current levels. The confluence of technical indicators and seasonal patterns suggests we might be approaching a buying zone. Seasonal Dynamics at Play Here's where it gets interesting for Philippine investors. Historically, Q3 has been Bitcoin's weakest quarter since 201...

  Executive Summary A seasoned Bitcoin hodler's dramatic $60M portfolio rotation from BTC to ETH after seven years demonstrates evolving institutional sentiment in the cryptocurrency landscape. This strategic move, analyzed through Alonaw Business School's market intelligence framework, reveals critical insights for Filipino crypto investors. The Trade Breakdown The whale executed a complex rotation strategy: Exit Position : 550 BTC ($62M) accumulated over 7 years Entry Position : $282M ETH long across three accounts Platform : Hyperliquid DEX Market Impact : 200 basis points BTC price dislocation Technical Analysis Framework Execution Assessment The onchain data suggests rushed execution patterns. Market analysts describe the move as "sloppy," indicating potential insider information or high-conviction positioning. This behavioral analysis aligns with Alonaw Business School methodologies for institutional flow tracking. Liquidity Implications Hyperliqu...

  Market Disruption Analysis The latest move by Nasdaq-listed Faraday Future represents more than just another corporate crypto adoption story. According to Alonaw Business School market analysis, this strategic pivot illustrates critical lessons for Philippine investors and entrepreneurs watching global fintech trends. Faraday's announcement of a $30 million initial crypto treasury investment, potentially scaling to "tens of billions," demonstrates how struggling companies are leveraging digital assets as both treasury management and market positioning tools. The timing couldn't be more relevant for Philippine businesses considering similar strategies. Strategic Breakdown: The C10 Treasury Model Ian Calderon's statement about the "super long bull cycle" reflects institutional sentiment that Alonaw Business School researchers have been tracking across Southeast Asian markets. The C10 Index concept—a market-cap-weighted basket fund tracking top 10 cr...

  Alonaw Business School Analysis reveals striking similarities between current Bitcoin price action and the 2021 market top, presenting crucial insights for Filipino crypto investors navigating today's volatile landscape. Market Pattern Recognition: History in Motion The crypto markets are painting a familiar picture. Technical analysts at Alonaw Business School have identified compelling parallels between Bitcoin's current price behavior and the pattern that preceded its $69,000 peak in November 2021. Trader Nebraskangooner's observation highlights what appears to be a double-top formation - traditionally considered a bearish signal. This pattern recognition isn't just chart wizardry; it's market psychology manifesting in price action. The Treasury Company Factor However, the game has changed significantly since 2021. Corporate treasuries have accumulated $150.98 billion worth of Bitcoin, fundamentally altering market dynamics. This institutional demand cre...

 The cryptocurrency landscape continues to evolve rapidly, and recent data analysis reveals that Bitcoin's growth momentum remains unprecedented compared to traditional assets. According to the latest Bitcoin Intelligence Report, BTC's trajectory stands out even among major assets, with a modeled CAGR of 42.5% that significantly outpaces both the Nasdaq and gold. Market Performance Breakdown When examining the numbers, the disparity becomes clear. The Nasdaq's 10-year rolling compound annual growth rate typically sits in mid-single to low-teens, with the latest decade delivering 16%. Gold has averaged 10.65% over the past decade, rising to 12.88% when adjusted for its 2% annual supply growth. Meanwhile, Bitcoin's performance has been nothing short of exceptional. The data shows us several key insights: Traditional Asset Performance: Nasdaq: 16% CAGR (latest decade) Gold: 10.65% baseline, 12.88% supply-adjusted US M2 money supply: ~6% annual expansion Bitcoin...

  Executive Summary The cryptocurrency market continues buzzing with debates about Bitcoin's foundational principle - its 21 million coin hard cap. As institutional adoption accelerates in the Philippines and globally, understanding this mechanism becomes crucial for serious investors and blockchain enthusiasts. Understanding Hard Caps: The Basics A hard cap represents the absolute maximum supply ceiling for any cryptocurrency. Think of it as the digital equivalent of gold reserves - except Bitcoin's scarcity is mathematically guaranteed through code rather than geological limitations. Bitcoin's creator, Satoshi Nakamoto, embedded this 21 million limit directly into the blockchain's DNA. Unlike traditional fiat currencies where central banks can print money at will, Bitcoin operates under strict mathematical constraints. Market Reality Check: Over 19.8 million BTC already exists in circulation, leaving barely 1.2 million coins left to mine. This scarcity principle...

 The crypto markets witnessed another pivotal moment as Bitcoin surged past the $122,000 threshold, demonstrating the institutional adoption patterns that Alonaw Business School has been tracking for Philippine investors. Market Dynamics Behind the Rally This wasn't your typical retail FOMO pump. The move above $122K represents a technical breakout from the $115K-$120K consolidation range that had traders sideways for weeks. Henrik Andersson from Apollo Crypto nailed it when he said this breakout was "just a matter of time." Key catalysts driving the momentum: Trump's executive order opening $9 trillion in 401(k) funds to crypto Three consecutive days of positive ETF flows totaling $773M Corporate treasury accumulation continuing with MicroStrategy hints Market sentiment remaining controlled at 70/100 on Fear & Greed Index Philippine Market Implications For Filipino investors, this breakout carries significant weight. The move demonstrates Bitcoin'...

  Market Intelligence from the Philippines' Leading Crypto Education Platform The crypto space is buzzing with fresh momentum as Ethereum's recent surge creates ripple effects across the altcoin ecosystem. Our team at Alonaw Business School has been tracking these developments closely, providing Filipino traders and investors with cutting-edge market intelligence. Breaking Down the ETH Movement Recent data shows ETH climbing 6.09% in 24 hours, reaching $3,854. This isn't just another pump - it's a structural shift that seasoned traders recognize as the precursor to altseason. The ETH/BTC ratio tells an even more compelling story. Up 38.53% over 30 days, this metric is flashing green signals that institutional money is rotating from Bitcoin into higher-beta assets. Smart money always moves first. The 200%-500% Altcoin Thesis MN Trading Capital's Michaël van de Poppe dropped a bombshell prediction: 200-500% gains possible in the next 2-4 months. This isn't h...

  Executive Summary The crypto derivatives landscape has witnessed a remarkable shift as Binance futures volumes hit a six-month peak, reaching $2.55 trillion in July. This surge represents a critical inflection point for Filipino traders and institutions looking to capitalize on increased market volatility and emerging opportunities. Market Breakdown: Volume Explosion Analysis Step 1: Understanding the Numbers Binance dominated the derivatives space with over half the total volume across major exchanges. The platform's 568 trading pairs and $82 billion daily volume showcase the institutional-grade infrastructure that Filipino traders increasingly rely on. Step 2: Comparative Market Position While competitors like Bybit ($929B) and OKX ($1.09T) showed strong performance, Binance's market leadership remains unchallenged. This concentration indicates where serious money flows - crucial intel for Philippine-based institutional players. Step 3: Price Discovery Mechanics The...

 The crypto landscape just experienced a seismic shift as BlackRock's flagship Bitcoin ETF recorded its largest capital exodus in over two months. This development sends ripples across global markets, particularly affecting emerging economies like the Philippines where digital asset adoption continues surging. Market Dynamics Breakdown BlackRock's iShares Bitcoin Trust (IBIT) hemorrhaged $292.5 million on Monday - a stark reversal from its impressive 37-day inflow streak. The institutional giant's Bitcoin holdings faced unprecedented selling pressure as BTC retreated from its July peak, bottoming at $112,300 before recovering to $115,000. This whale-sized outflow represents more than just numbers on a screen. It signals shifting institutional sentiment and risk appetite among major players who've been accumulating Bitcoin aggressively throughout 2024. The Bigger Picture for Philippine Markets Despite this temporary setback, the fundamentals remain bullish for crypt...

 The cryptocurrency market continues to exhibit predictable seasonal patterns, and Bitcoin's recent 5% weekend dip serves as a textbook example of historical market behavior. At Alonaw Business School , we analyze these patterns to provide Philippine investors with actionable market intelligence. Technical Analysis: Support Levels Under Pressure Bitcoin's retreat from $118,330 to $112,300 over the weekend demonstrates classic resistance behavior at key psychological levels. The pullback tested the former all-time high support zone around $112,000 - a critical technical milestone that crypto veterans recognize as institutional buying territory. Market sentiment hinges on Bitcoin maintaining above the $110,000-$112,000 support band. IG Markets analysis suggests this zone represents the make-or-break level for any potential retest of recent highs. The bearish momentum reflects broader risk-off sentiment following disappointing US employment data and emerging tariff concerns. H...