Weekly update – May 8th 2025

Stagnation at the top, movement at the bottom

The Federal Reserve keeps interest rates unchanged at 4.25-4.50%. So no surprises – but plenty of expectation.

ecause what Chairman Jerome Powell says about inflation and growth expectations steers the tone for the rest of the year.

📍 Europe is in a different rhythm: the ECB has been gradually cutting interest rates since summer 2024.
📍 The US is watching – with its finger on the pause button.

With that, markets, including crypto, remain wait-and-see. But that does not mean nothing is moving.

✔ The Fed remains on the brakes – with ears open to inflation
✔ ECB opts for easing – that difference is palpable
|✔ Crypto follows macro – but builds steadily in the meantime
✔ The real innovation is not in interest rates, but in infrastructure

Ethereum – the largest blockchain for smart contracts – rolled out a major update yesterday: Pectra.
📌 Key innovation: EIP-7702 It sounds technical, but the goal is simple: to make using crypto wallets easier. Less hassle. More ease of use. So that managing digital assets becomes accessible to more people – even outside the crypto niche. No hype, no price spike.

This psychological frontier is the result of months of inflows into regulated Bitcoin ETFs, rising geopolitical tensions and growing demand for digital alternatives to traditional currencies. Increasingly, Bitcoin is seen as a modern ‘safe haven’ within broader investment policies.
📊 According to data from CoinShares and Glassnode, institutional investors continue to allocate capital towards digital assets, with Bitcoin clearly dominant. Bitcoin dominance rises to 65% – a level not seen since January 2021.

At Poolder, we see this not as hype, but as confirmation of the direction the market is structurally moving in.
👉 That’s why we also invest in Bitcoin in our funds – through strategic allocations in liquidity pools. Not to speculate on a peak, but because Bitcoin deserves a structural place within a balanced portfolio in these market conditions. And precisely in liquidity pools, that position yields additional returns: not only through price movement, but also through active use. That market demand is rewarded – every day.

✔ Listening to policy – but building on structure
✔ Recognising where there is movement, and where there is only expectation
✔ A long-term framework that continues to work, even without headlines

No emotion. No headlines. But foundation, and focus.

📄 Request our brochure – how Poolder gets returns from market dynamics, without speculating 📞 Schedule a 1:1 introduction by calling 070 333 06 01 – then we’ll calmly show you how we manage risk and activate returns.