Despite growing tariff-related uncertainty, Nansen analysts say there is a 70% chance that the cryptocurrency market will find a local bottom over the next two months.
Savvy traders continue to generate generational wealth despite increased volatility and lack of risk preference. One unidentified trader transformed his initial $2,000 investment to more than $43 million by trading Pepe, a popular frog-themed memo coin.
70% chance of the bottom of the code before 6 months in fear of trade: Nansen
The cryptocurrency market will be able to see the local bottom in the next two months amid global uncertainty over the ongoing import tariff negotiations that limit investors’ sentiment in both traditional and digital markets.
On April 2, US President Donald Trump announced conflicting import tariffs aimed at reducing the country’s estimated trade deficit of $1.2 trillion and boosting domestic manufacturing.
According to Aurelie Barthere, a leading research analyst at Nansen Crypto Intelligence Platform, the global market was a hit since its first tariff announcement, but there is a 70% chance that cryptocurrency valuations will be on the bottom by June.
A research analyst told Cointelegraph:
“Nansen data estimates that Crypto’s price is 70% likely to be at the lowest between now and June, with BTC and ETH currently below the previous day’s highs of 15% and 22% respectively. Given this data, future discussions will serve as important market indicators.”
She added: “When the toughest part of negotiations is behind us, we see a cleaner opportunity for crypto and risky assets to ultimately bottom out.”
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Crypto Trader converts Pepe’s $2,000 to $43 million
Despite the extreme volatility of the token and the lack of fundamental technical value, the savvy cryptocurrency trader reportedly transformed $2,000 to more than $43 million by investing in MemeCoin Pepe at its peak rating.
According to the blockchain intelligence platform LookonChain, traders have demonstrated more than 4,700 times the return on investment in the popular frog-themed Pepe (PEPE) cryptocurrency.
“This OG only spent $2,184 to buy 1.5T$$PEPE ($43 million at its peak). He sold 1.02T$PEPE for $6.66 million, leaving 493B$PEPE ($3.64 million), totaling $10.3 million (4,718x).
sauce: Lookonchain
Traders recognized profits of more than $10 million, despite Pepe’s price falling above 74% from its all-time high of 0.00002825, reaching December 9, 2024.
Pepe/USD, the best chart ever. Source: Cointelegraph Markets Pro
MemeCoins are considered some of the most speculative and unstable digital assets due to price action driven primarily by online enthusiasm and social sentiment, rather than basic usefulness or innovation.
Still, they have proven to be able to produce life-changing returns. In May 2024, another early PEPE investor changed $27 to $52 million (1.9 million times the return), according to Onchain data.
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A Trillion Dollar Stubcoin Supply Can Drive Next Crypto Rally – Coin Fund Pakuman
Global Stablecoin supply could surge to $1 trillion by the end of 2025, potentially a key catalyst for the growth of the cryptocurrency market, according to David Pakman, managing partner at Crypto-Native investment firm Coinfund.
“We are falling into a rise in Stablecoin adoption, which is likely to increase dramatically this year,” Pakman told Cointelegraph’s ChainReaction Live Show on March 27.
He said that such growth, although modest compared to global financial markets, represents a “meaningly significant” change in blockchain-based finance.
Pakman also suggested that an increase in on-chain during capital outflow and increased interest in exchange trade financing (ETFs) could further support distributed financial (DEFI) activities.
“This year, if ETFs are allowed to offer staking rewards or make concessions to owners, they unleash a very meaningful uplift in Defi Activity and are widely defined.”
https://t.co/v9lonk00qy
– Cointelegraph (@cointelegraph) March 27, 2025
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The avalanche rose 70% to $2.5 billion. Demand for Avax is not Defi Deployment
The avalanche has seen a massive surge in stubcoin supply over the past year, but this on-chain deployment of capital shows passive investor behavior that may limit the demand for utility tokens in the network.
According to Avalanche’s X Post, Stablecoin Supply on the Avalanche network has increased by more than 70% over the past year, up from $1.5 billion on March 31, 2024 to more than $2.5 billion as of March 31, 2025.
Market capitalization of Avalanche Stubcoin. sauce: avalanche
Stablecoins are the main bridge between the Fiat and Crypto worlds, and increasing supply of Stablecoin is often seen as a signal to increase purchasing pressure and investor appetite.
However, Avalanche (Avax) tokens are on the downtrend, down nearly 60% over the past year, slightly above $19, despite Stablecoin Supply’s billion increase, CointeLegraph Markets Pro Data shows.
Avax/USD, 1 year chart. Source: Cointelegraph Markets professional
“The obvious discrepancy between Avalanche and Avax’s surge in stability value against a significant price drop is likely due to how the liquidity of its stability is retained,” according to Juan Pellicer, senior research analyst for the Intotheblock Crypto Intelligence platform.
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defi tvl falls 27%, but ai, social apps surge in Q1: dappradar
Economic uncertainty and major crypto exchange hacks pushed down the total value that was locked to $156 billion in the first quarter of 2025, but AI and social apps were acquired based on an increase in network users, according to the crypto analytics company.
According to a report on April 3rd of Dappradar, “Wide range of economic uncertainties and aftershocks from Bibit exploits were the main factors behind the decline from the 27% quarter of TVL during Defi Sector’s 27% quarter.
Changes to the total defi value locked between January 2024 and March 2025. source: Dappradal
TVL’s biggest blockchain, Ethereum, fell 37% to $96 billion, while SUI was the biggest hit of TVL’s top 10 blockchains, from 44% to $2 billion.
Solana, Tron and Arbitrum blockchains have also reduced TVL by more than 30%.
Meanwhile, blockchain, which experienced a massive amount of defi withdrawals and has a lower share of stubcoins locked in protocols, faced extra pressure on top of the falling token prices.
The newly launched Bellachin is the only top 10 blockchain to rise in TVL, accumulating $5.17 billion between February 6th and March 31st, Dappradar said.
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Overview of Defi Market
Most of the 100 largest cryptocurrencies by market capitalization ended in a week in red, according to data from CointeLegraph Markets Pro and TradingView.
PI Network (PI) tokens fell by more than 34%, recording the biggest weekly decline, followed by Bera Chine (Bera) tokens, which fell by almost 30% on the weekly chart.
Total value locked with Defi. Source: Defilama
Thank you for reading this week’s most impactful Defi development summary. See more stories, insights and education about this dynamic space next Friday.
