Crypto Nutshell

2.3K posts

Crypto Nutshell banner
Crypto Nutshell

Crypto Nutshell

@CryptoNutshelll

Daily Crypto Newsletter by a Team of On-Chain Analysts. On-Chain Data Breakdowns & Top Expert Predictions in 5 minutes | Subscribe 👇 IG:cryptonutshelldaily

Newsletter → Inscrit le Haziran 2023
809 Abonnements1.8K Abonnés
Crypto Nutshell
Crypto Nutshell@CryptoNutshelll·
🚨 BREAKING: ETH SEASON 🏦 Ether Treasury Firm BTCS Surges 100% on $100M ETH Buying Plan Bitcoin has Michael Saylor. Ethereum? It’s building a squad. Four public companies just made major ETH plays - and it’s getting impossible to ignore: ◼️BTCS surged 100% after unveiling a $100M ETH accumulation plan ◼️SharpLink now holds 205,634 ETH, second only to the Ethereum Foundation ◼️GameSquare launched a $100M ETH treasury strategy backed by DeFi powerhouse Dialectic ◼️Bit Digital flipped its entire BTC stack into ETH - buying over 100,000 ETH This isn’t hype. It’s a coordinated shift. What’s driving the rotation? ◼️Staking yields and the rise of on-chain income (GameSquare is targeting 8–14%) ◼️Tokenization narrative gaining steam across TradFi ◼️And growing conviction that Ethereum is the financial base layer of the future SharpLink’s even rolling out new metrics - like ETH Concentration - to give investors a transparent look at per-share crypto exposure. And with Ethereum co-founder Joe Lubin now leading the board? Yeah… this isn’t a half-hearted pivot. Meanwhile, BTCS is blending TradFi and DeFi - raising capital through equity, convertible debt, and Aave - all to stack ETH with minimal dilution. We’ve seen this before. MicroStrategy kicked off the Bitcoin treasury wave. Now Ethereum’s writing its own playbook. And it’s only just getting started. ⚙️ Follow @CryptoNutshelll for more! Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe
Crypto Nutshell tweet media
English
1
1
7
961
Crypto Nutshell
Crypto Nutshell@CryptoNutshelll·
🚨 BREAKING: TWELVE 🔥 For the twelfth week in a row, digital asset funds saw net inflows of $1.04 billion. That brings the year-to-date total to nearly $19 billion. And thanks to strong price action across the board, total assets under management just hit a new all-time high of $188 billion. Let’s break it down. As always Bitcoin led the charge, pulling in $790 million in inflows. Ethereum followed with $226.4 million. While Solana and XRP continued their inflow streaks with flows of $21.6 million and $10.6 million respectively. Regionally, the United States dominated with $1.03 billion in inflows. Germany contributed $38.5 million, Switzerland added $33.7 million, and Australia brought in $4.1 million. In contrast, Canada, Sweden, and Brazil each saw outflows of $29.3 million, $19.2 million, and $9.7 million respectively. And here’s the kicker - this all happened during a week when U.S. markets were closed for the 4th of July holiday. The message? Even with a day off, the flows didn’t stop. Institutional demand is still alive. Capital is still moving in. And the conviction behind this market keeps building. Follow @CryptoNutshelll for more! Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe
Crypto Nutshell tweet media
English
0
0
2
554
Crypto Nutshell
Crypto Nutshell@CryptoNutshelll·
🚨 BREAKING: NOWHERE NEAR THE TOP 🚀 Julien Bittel just dropped a new signal… And it’s crystal clear: We’re nowhere near the top. If you know his work with Raoul Pal at Global Macro Investor, you know they don’t guess. They model. Their latest chart? The GMI Bitcoin Cycle Top Finder It’s nailed every cycle top - 2011, 2014, 2018, 2021. Each peak corresponded almost perfectly with Bitcoin’s blow-off tops. But right now? It’s nowhere close. According to Julien, this cycle still has legs - and the biggest move is still ahead. We agree. Not financial advice. But when the guys who built The Everything Code say we’re not done… You might want to listen. 🚀 Follow @CryptoNutshelll for more! Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe
Crypto Nutshell tweet mediaCrypto Nutshell tweet media
English
0
0
3
455
Crypto Nutshell
Crypto Nutshell@CryptoNutshelll·
🚨 BREAKING: THE ACCUMULATION GAME 🏦 Strategy pauses bitcoin buying spree for first time in 3 months After three straight months of relentless buying, Strategy finally took a breather. No new Bitcoin added this week… But while the king of corporate Bitcoin hit pause, a new contender just went full send… Bit Digital has officially flipped. Dumping its entire BTC stash, the Nasdaq-listed firm splashed $173 million into Ethereum - acquiring over 100,000 ETH and instantly becoming the second-largest public ETH holder behind Coinbase. CEO Sam Tabar didn’t hold back: “We believe Ethereum will rewrite the entire financial system. We are starting with exposure to over 100K ETH for now, but we intend to aggressively add more so we become the preeminent ETH holding company in the world.”-Sam Tabar The market loved it. BTBT shares ripped higher, sending its market cap back above $1 billion. And this isn’t a one-off. BitMine Immersion and SharpLink have made similar pivots, betting big on Ethereum’s staking yield, tokenization boom, and future role as financial infrastructure. A pattern is emerging… While Bitcoin purists cling to scarcity and simplicity - Ethereum’s camp is playing the long game: programmable money, real-world assets, institutional staking. Even as Strategy sat out, Metaplanet swooped in with a $239M BTC buy, and Semler added another $20M - pushing total corporate BTC holdings past 852,000 coins. Still… The narrative is shifting. And Ethereum just raised its flag. Follow @CryptoNutshelll for more! Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe
Crypto Nutshell tweet media
English
0
0
1
332
Crypto Nutshell
Crypto Nutshell@CryptoNutshelll·
🚨 BREAKING: WHALE MAKES A MOVE 🐋 Time for a check-in on the Long/Short-Term Holder Threshold. Here’s how this metric works: 🔴 Short-Term Holders (STHs): Coins held for less than 155 days 🔵 Long-Term Holders (LTHs): Coins held for more than 155 days 🟥 Short-Term Holder Cost Basis: All coins purchased in this price range are STHs 🟦 Long-Term Holder Cost Basis: All coins purchased in this price range are LTHs This metric is powerful because it shows exactly what price range long and short term holders bought their Bitcoin at. 🔍 The key cutoff date right now is February 1, 2025, when Bitcoin hovered near $101K. Anything bought before that? Long-term holder (LTH). After that? Short-term holder (STH). And here’s the story the data tells: LTHs now control 14.63M BTC - a staggering 73.6% of the circulating supply. STHs? Just 2.37M BTC, or 11.9%. In the last 90 days alone, over 500K BTC has flowed into long-term hands. But one stat raised eyebrows this weekend… The LTH count dropped by 64,752 - a sharp move that triggered some alarm bells. However, there is no need to panic. According to Arkham Intelligence, it’s tied to a single whale wallet that moved BTC after 14 years of silence. Arkham believes that the whale has shown no signs of selling - just a shift to enhanced security. Bottom line? Conviction hasn’t wavered. Long-term holders are still in full control. Follow @CryptoNutshelll for more! Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe
Crypto Nutshell tweet media
English
0
0
0
249
Crypto Nutshell
Crypto Nutshell@CryptoNutshelll·
🚨 BREAKING: ALL TIME HIGHS THIS WEEK? 🐧 The chart whisperer has spoken. Pentoshi says we’re going to see Bitcoin at all-time highs this week. And if we break out? $118K - $120K comes fast. If you’re not familiar with Pentoshi, he’s a technical analyst who regularly posts his charts, trades, and macro predictions on X. He’s one of our favourite analysts for 2 reasons: ◼️His impressive technical analysis 📈 ◼️His stunningly accurate macro calls ✅ To maintain his anonymity, he writes under the pseudonym "Pentosh1" and uses a cartoon penguin as his avatar. 🐧 This week, he threw out that he believe’s we’ll see fresh all-time highs this week. Why He’s Bullish: • ◼️BTC and ETH both showing tailwinds • ◼️FUD has failed to break structure • ◼️ High timeframe trend still intact • ◼️ Macro setup now supports upside He’s been eerily accurate since the 2020-2021 bull run. Let’s see if he’s still got it… 👀 He wrapped up with this: Strap in. 🏎️ Follow @CryptoNutshelll for more! Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe
Crypto Nutshell tweet mediaCrypto Nutshell tweet media
English
0
0
0
223
Crypto Nutshell
Crypto Nutshell@CryptoNutshelll·
🚨 BREAKING: ARE WE BACK? 🏦 Bitcoin climbs back above $109,000 after weekend slump as Trump sets new tariff date Here’s a fun fact to start your week… Bitcoin just set a new weekly high of $109,443! What caused this sudden move upwards? Simple, the Trump administration just blinked. U.S. Treasury Secretary Scott Bessent announced that the July 9 "Liberation Day" tariff deadline has been softened. "President Trump's going to be sending letters to some of our trading partners saying that if you don't move things along, then on August 1, you will boomerang back to your April 2 tariff level. So I think we're going to see a lot of deals very quickly."-Scott Bessent Countries now have until August 1 to finalise trade deals before sweeping tariff hikes kick in. That unexpected delay has done two things: Eased fears of immediate volatility Injected confidence back into risk assets Bitcoin surged back above $109,000. Ethereum, XRP, Solana, and Dogecoin all saw solid gains. And analysts now say the next big catalyst could come July 15 - when fresh inflation data might give the Fed a green light to cut rates. This macro backdrop is shifting fast… After April’s tariff shock sent BTC tumbling to $75K, the recovery has been relentless. U.S. stocks are ripping. Crypto has regained momentum. And with global trade talks heating up, any deal headlines could fuel the next leg higher. Follow @CryptoNutshelll for more! Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe
Crypto Nutshell tweet media
English
0
0
0
180
Crypto Nutshell
Crypto Nutshell@CryptoNutshelll·
🚨 BREAKING: IT KEEPS GOING DOWN 📉 Today we’ll be taking a look at the amount of Bitcoin available for sale on exchanges. Here’s how to interpret this metric: ◼️Decreasing exchange balances: Bullish indicator as it signals a shift towards long-term holding 🐂 ◼️Increasing exchange balances: Bearish indicator as coins being transferred to exchanges are more likely to be sold 🐻 There are now just 2,883,304 BTC left on exchanges - that’s a mere 14.5% of the total supply. In plain English? The shelves are almost empty. Since the start of the year, exchange balances have dropped by over 195,000 BTC - that’s more than $21 billion quietly withdrawn from circulation. Bitcoin’s liquid supply is vanishing. Meanwhile, demand is ramping up - and the market isn’t waiting around. The signs are clear: smart money is accumulating, exchange wallets are bleeding out, and when supply runs dry, price doesn’t sit still. This isn’t a future setup. It’s already in motion. Follow @CryptoNutshelll for more! Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe
Crypto Nutshell tweet media
English
0
0
0
144
Crypto Nutshell
Crypto Nutshell@CryptoNutshelll·
🚨 BREAKING: TOO LATE? THINK AGAIN 🧠 Fred Krueger just dropped a brutal truth bomb for every sideliner still “waiting for a dip.” “Looking for bargains is a trap.”-Fred Krueger His point? The same people who thought they “missed” Apple in 2010... - Missed Amazon. - Missed Nvidia. And now? They think they’ve missed Bitcoin. But here’s what they don’t get: True generational assets don’t get cheaper. 📈 ◼️They keep compounding. ◼️They keep surprising. ◼️They keep leaving you behind. Fred’s not yelling. He’s not begging. He’s just pointing to the scoreboard. ☝️ And if you’re still “waiting for the perfect entry”? You’re not a value investor. You’re a procrastinator. 🪞 Follow @CryptoNutshelll for more! Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe
Crypto Nutshell tweet mediaCrypto Nutshell tweet media
English
0
0
2
177
Crypto Nutshell
Crypto Nutshell@CryptoNutshelll·
🚨 BREAKING: ANOTHER ETH TREASURY? 🏦 Tom Lee's Bitmine Surges 3,000% Since ETH Treasury Strategy, but Sharplink's Plunge Warrants Caution BitMine Immersion has gone vertical. In just five days, the stock has surged over 3,000% - fuelled by a pivot into Ethereum and a $250 million capital raise. The CNBC regular is now BitMine’s board chair, leading the charge to transform the former mining firm into a publicly traded ETH treasury vehicle A.K.A the Ethereum equivalent of Michael Saylor’s Strategy. Lee’s thesis is simple: A regulated stablecoin boom is coming. Banks like JPMorgan and Goldman will need to stake ETH at scale. And BitMine is racing to front-run that demand by stacking Ethereum now, while it’s still cheap. Retail has gone full send. Shares ripped from $4.50 to $140. On paper, it’s a breakout moment for ETH in public markets. But not everyone’s convinced… Just last month, Sharplink Gaming pulled the same move - rebranding as an Ethereum treasury firm and raising $450M. The stock skyrocketed 4,000%… Then crashed 90% once insiders were cleared to sell. BitMine’s investors are still locked up. For now. With just 1.4 million shares floating, the price action is explosive - and fragile. So is this the beginning of Ethereum’s public market moment? Or just the next parabolic pump before a painful unwind? Either way, one thing is clear: Ethereum has officially entered the public equity playbook. ⚡ Follow @CryptoNutshelll for more! Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe
Crypto Nutshell tweet media
English
0
0
0
176
Crypto Nutshell
Crypto Nutshell@CryptoNutshelll·
🚨 BREAKING: ALTCOIN ETF DELAYED 🏦 SEC Hits Pause on Grayscale's XRP, Solana and Cardano ETF Conversion Grayscale’s altcoin-heavy ETF was supposed to make history this week. Instead, it got iced… Just 24 hours after the SEC fast-tracked approval for the Grayscale Digital Large Cap Fund (GDLC) to trade as a fully regulated ETF, the commission pulled the brakes. The reason? A surprise “stay” letter from the SEC’s leadership - citing Rule 431 and halting the approval until further notice. 😥 So what gives? Insiders say it’s a classic case of D.C. dysfunction. The initial green light came from the SEC’s Division of Trading and Markets. But another division - or one or more commissioners - hit the panic button, demanding a full review before the ETF can go live. Still, the writing is on the wall. GDLC holds Bitcoin (80%), Ethereum (11%), and small allocations to XRP, Solana, and Cardano - giving them their first real shot at U.S. spot ETF exposure. And analysts aren’t backing down. Bloomberg’s James Seyffart says the pause is procedural. Eric Balchunas is even more bullish, calling the eventual approval of Solana, XRP, and other altcoin ETFs a “near lock” by year-end. Meanwhile: ◼️The SEC is weighing dozens of other altcoin ETF proposals ◼️GDLC remains stuck as a $755M closed-end fund ◼️And Wall Street’s appetite for crypto diversification is growing fast Bottom line? The delay is temporary. The trend is irreversible. Altcoin ETFs are coming - and the SEC can only stall for so long. ⏳ Follow @CryptoNutshelll for more! Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe
Crypto Nutshell tweet media
English
0
0
0
203
Crypto Nutshell
Crypto Nutshell@CryptoNutshelll·
🚨 BREAKING: ANOTHER ALL-TIME HIGH 📈 Today we’ll be taking a look the overall stablecoin supply. Stablecoins are the backbone of crypto liquidity, used for seamless trading and instant cross-border transactions. The chart below tracks the aggregate change in the total stablecoin market cap. 🟢 Increased stablecoin supply: increased demand and capital inflows into the digital asset space 🐂 🔴 Contractions in stablecoin supply: net capital outflows from digital assets 🐻 Two weeks ago, total stablecoin supply sat at $221.29 billion. Today, it’s climbed to $223.34 billion - a $2.05B surge in just 14 days. But that’s not all… Earlier this week, stablecoin supply hit a new all-time high of $223.43B - capping off a $38.29B increase since the start of the year. Why does that matter? Because stablecoins are more than just digital dollars - they’re dry powder. When supply rises, it means new capital is flowing into the system. And historically? These surges often lead the market - acting as a precursor to major altcoin breakouts. Stablecoin supply doesn’t just follow momentum. It precedes it. Follow @CryptoNutshelll for more! Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe
Crypto Nutshell tweet media
English
0
0
0
111
Crypto Nutshell
Crypto Nutshell@CryptoNutshelll·
🚨 BREAKING: BEARS TAKE NOTE 🧸 One of the sharpest macro minds on Crypto Twitter just broke his silence. He posts under the name Pentoshi. He’s private. Pseudonymous. But he’s been calling major market turns for years - and smart money follows his feed. His Current Thesis? Despite the noise… 1. Market structure is still bullish. 📈 Bitcoin and stocks are near all-time highs. No breakdown on high timeframes. 2. FUD is getting instantly bought. 🔁 Every fear narrative - recession, war, Mt. Gox, ETF outflows - Has been followed by a V-shaped move to new highs. 3. The U.S. is spending more to “outgrow” its debt. 💸 That’s not a tightening cycle. That’s stimulus. 4. The Fed is preparing to cut. ✂️ Rate cuts = more liquidity. More liquidity = good for assets. And Bitcoin is the fastest horse. Final Take: Until the charts break or the narrative flips? Smart money is staying long. ✅ “If the market proves these ideas to be incorrect, then you can pivot. I see no reason to be bearish with this in mind.”-Pentoshi There’s a reason we keep listening to this guy. His track record? Scary accurate. 👻 He still sees more upside - and we wouldn’t bet against him. Bears, you might want to take notes... ✍️🧸 Follow @CryptoNutshelll for more! Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe
Crypto Nutshell tweet mediaCrypto Nutshell tweet media
English
0
0
2
149
Crypto Nutshell
Crypto Nutshell@CryptoNutshelll·
🚨 BREAKING: ALTCOINS GIVEN GREEN LIGHT 🏦 SEC approves Grayscale's mixed crypto fund, signaling momentum for other ETF proposals The SEC has officially approved the first-ever multi-crypto index ETF in U.S. history. And it could change everything for altcoin adoption… Grayscale’s Digital Large Cap Fund - holding Bitcoin (80%), Ethereum (11%), XRP (4.8%), Solana (2.8%), and Cardano (0.8%) - is now cleared to trade as a fully regulated ETF on NYSE Arca. This isn’t just a milestone for Grayscale. It’s a clear signal: the SEC is finally opening the door to altcoins. For the first time ever, XRP, Solana, and Cardano have been granted spot ETF exposure in the U.S. The floodgates are now open… Analysts say this paves the way for a wave of individual altcoin ETFs, with Solana and XRP likely leading the charge. As Nate Geraci of the ETF Store put it, this move is a “test run” for broader approvals. And the timing couldn’t be better. Yesterday, Rex and Osprey announced the first-ever staked Solana ETF - cleverly structured as a C-corp to bypass the traditional spot approval process. Meanwhile, Bitwise, Hashdex, and Franklin Templeton are all lining up to convert or launch their own diversified crypto ETFs. The bottom line? The ETF era is expanding fast - and it’s no longer just about Bitcoin and Ethereum. Altcoins are officially going mainstream. 🍽️ Follow @CryptoNutshelll for more! Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe
Crypto Nutshell tweet media
English
0
0
0
118
Crypto Nutshell
Crypto Nutshell@CryptoNutshelll·
🚨 BREAKING: NOTHING STOPS THIS TRAIN 📈 For the eleventh week in a row, digital asset funds saw net inflows of $2.67 billion. That pushes year-to-date inflows to a new high of $17.78 billion. Let’s break it down. Bitcoin once again led the charge, pulling in $2.2 billion in inflows. Ethereum followed with $429 million While XRP and Solana posted modest gains of $10.6 million and $5.3 million respectively. Regionally, the United States dominated with $2.65 billion in inflows. Switzerland contributed $23 million, Germany added $19.8 million, and Australia brought in $8.7 million. In contrast, Sweden, Canada, and Brazil each saw outflows of $15.9 million, $13.6 million, and $2.4 million respectively. CoinShares notes that the pace of inflows is now tracking closely with 2024. Also noteworthy: short-Bitcoin products have seen $12 million in outflows year-to-date, a clear sign that sentiment remains firmly bullish. This resilient investor demand continues to be fuelled by rising geopolitical tensions and growing uncertainty around monetary policy. In an environment where trust in traditional financial systems is being tested, crypto is once again proving to be a magnet for capital. Follow @CryptoNutshelll for more! Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe
Crypto Nutshell tweet media
English
0
0
0
69