VisionGame 價格VISION

Last January, while the crypto market was wavering, Raoul Pal surprised with a boldly optimistic vision for Solana (SOL) and Sui (SUI). While the crypto winter was cooling enthusiasm, the founder of Real Vision, counter to cautious narratives, was betting on a bright future for these two altcoins. To decode this unique bet, one must first understand the architecture of these blockchains, before diving into the technical and macroeconomic analysis that guided Pal. Solana and Sui cryptos are establishing themselves as champions of Layer 1. However, their architectures differ radically. Solana combines Proof-of-History and Proof-of-Stake. This combination guarantees very high throughput and near-symbolic fees. Thus, DeFi and NFTs thrive there. However, repeated outages highlight its limitations. This explains the density of its ecosystem. Yet, the shadow of network-wide failures still looms. This choice makes Sui ideal for video games and Web3 applications. However, its still nascent ecosystem suffers from a lack of partners and developers. A hurdle for broad adoption. Given these distinctions, the duel promises to be exciting. Solana dominates the scene today. Sui, younger, bets on innovation. Each responds to a specific need. Both blockchains should coexist, each in its niche. At the beginning of the year, Raoul Pal qualified Solana as “stupid bullish” in the long term. His analysis, based on a logarithmic chart, identified a major resistance around $250, a level last reached in November 2021. For him, maintaining this threshold was crucial to envision a true breakout. He then mentioned an ambitious target: $410, corresponding to Fibonacci level 1.618, which some analysts consider a key price discovery zone. Since this prediction, the market has not followed the expected trajectory. Solana, which was trading around $216 in early January, underwent a severe correction, dropping to $95 before stabilizing around $150 today. While the bullish scenario remains theoretically valid, the path looks steeper than expected. On the Sui side, the initial enthusiasm was similar. In January, the crypto broke through resistance at $4.88 to reach a peak of $5.22, with volumes tripling in 24 hours, exceeding $2.45 billion. Pal was excited then: “Sui is ready to enter hyperspace“, estimating that long-term investors could carry this momentum. Yet, the breath quickly faded. SUI crypto slipped to $1.71 before rebounding to $3.45 today. Volatility has remained central to its trajectory. Despite his enthusiasm, Raoul Pal did not ignore warning signs. He reminded that massive token unlocks were expected in the first quarter of 2025, which could weigh heavily on prices. Ultimately, the optimism from January clashed with the reality of a nervous market. While Pal’s vision was meant to be bold, it was based on solid technical foundations. It remains to be seen if the market will prove him right — sooner or later. For the cautious trader, these analyses offer clues and precautions with bitcoin near 100,000 dollars .

US lawmakers propose installing crypto ATMs in federal buildings Republican Congressman Lance Gooden of Texas wrote to the General Services Administration (GSA) to recommend the installation of cryptocurrency ATMs in federal government buildings. Gooden said in the letter that this move would serve as a public education resource, showcase the advancement of financial technology, and be consistent with President Donald Trump's vision of promoting the United States' leadership in cryptocurrency and blockchain technology. (CoinDesk)

Texas Representative Lance Gooden has formally asked the General Services Administration to consider installing cryptocurrency ATMs in federal buildings across the United States. Gooden cited the need to modernize public infrastructure and support a growing segment of Americans engaging with digital assets. In a May 1 letter to Acting GSA Administrator Stephen Ehikian, Gooden urged the agency to begin evaluating the feasibility of the initiative, emphasizing that such a move would “signal to the public that the government is embracing innovation in a secure and responsible manner.” The proposal aligns with former President Donald Trump’s campaign focus on advancing U.S. leadership in cryptocurrency and blockchain technology. “Expanding accessibility to crypto ATMs within federal buildings aligns with President Trump’s vision of positioning the United States as a global leader in cryptocurrency,” Gooden wrote. Gooden’s proposal calls for robust identity verification, transparent fee structures, and adherence to anti-money laundering regulations. He also stressed the importance of collaboration between regulators, private sector technology providers, and compliance experts to ensure any implementation prioritizes consumer protection and trust. Crypto ATMs have been growing in number in recent years, but they’ve also drawn scrutiny from regulators. Law enforcement agencies have flagged these kiosks as potential vectors for fraud, including scams targeting vulnerable users. Gooden’s letter does not ignore these concerns, instead urging the GSA to establish clear operational guidelines to mitigate such risks. By adding crypto ATMs into federal spaces, Gooden argues, the government can provide both practical financial access and public education on digital assets—particularly in underserved communities. The GSA has yet to publicly respond to the request.

eToro Group Ltd. is preparing to launch its long-delayed U.S. initial public offering as soon as next week, Bloomberg reported, citing people familiar with the matter. The Israel-based trading platform had paused its IPO plans in early April amid market turmoil triggered by former President Donald Trump’s tariff announcements, which briefly derailed dealmaking activity, Bloomberg reports . The company had filed with the SEC in late March, but “Liberation Day” volatility led eToro to delay the offering. With volatility easing and comparable platforms like Robinhood up over 16% in the past month, eToro is now reconsidering a public debut, Bloomberg wrote. Founded in 2007, eToro offers trading in stocks and crypto, and lets users mirror top investors’ portfolios. It previously attempted to go public via a SPAC at a $10.4 billion valuation. Its 2024 financials show a sharp rebound, with $931 million in commissions and $192 million in net income, up from $639 million and $15.3 million in 2023. The IPO is being led by Goldman Sachs, Jefferies, UBS, and Citigroup. Shares would trade on the Nasdaq under the ticker “ETOR.” eToro’s listing would mark one of the first IPOs to revive after the Trump-induced IPO freeze. The company also recently settled SEC allegations over unlicensed brokerage operations, agreeing to pay $1.5 million and limit U.S. crypto offerings. Despite regulatory scrutiny, the broader crypto sentiment has improved, with Bitcoin trading above $100,000 and expectations of looser SEC oversight under Trump’s incoming administration. eToro is targeting a valuation above the $3.5 billion it reached in its 2023 funding round, backed by SoftBank Vision Fund 2 and ION Group. The final IPO decision could still shift based on market conditions.

The company led by Michael Saylor announces a strong performance of its bitcoin investments for the first quarter of 2025, but disappoints Wall Street analysts on its overall financial results. Strategy, the bitcoin investment company founded by Michael Saylor (formerly MicroStrategy), released its results for the first quarter of 2025 on May 1st. The company announced an impressive 13.7% return on its bitcoin holdings since the beginning of the year, representing a gain of about 61,000 BTC valued at 5.8 billion dollars. Despite this encouraging performance on the crypto front, the company did not meet Wall Street analysts’ expectations. Strategy recorded a revenue of 111.1 million dollars, down 3.6% compared to the same period last year and about 5% below market forecasts. More concerning still, the company posted a net loss of 4.2 billion dollars, or 16.49 dollars per diluted share, a figure well above analysts’ estimates who predicted a loss of only 11 cents per share. This massive loss is mainly explained by a spectacular increase in operating expenses, which jumped nearly 2,000% to reach 6 billion dollars, including 5.9 billion dollars in unrealized losses on its bitcoin investments. Andrew Kang, Chief Financial Officer of Strategy, has announced even more ambitious goals for 2025, now targeting a 25% return on bitcoin and a total gain of 15 billion dollars. To support this vision, the company plans to issue an additional 21 billion dollars of shares intended to finance new bitcoin purchases. Since launching its bitcoin investment strategy in 2020, Strategy has accumulated over 550,000 BTC for a total investment of about 38 billion dollars, at an average purchase price of 68,500 dollars per BTC. As of May 1, 2025, the value of this reserve was estimated at over 53 billion dollars. The MSTR stock closed the day on May 1 with a slight increase of 0.39% at 381.60 dollars, before retreating slightly to 378.50 dollars in after-hours trading. Nevertheless, the stock shows a gain of 31.5% since the start of the year, although it remains below its November record that exceeded 470 dollars. Strategy dominates the ranking of publicly traded companies holding bitcoin, now attracting more than 13,000 institutions investing in the company . According to some analysts, Saylor’s accumulation strategy, which hints at a new massive purchase, could propel BTC up to 300,000 dollars.