Crypto Nutshell

🚨 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. ⚙️

Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe

1 month ago | [YT] | 7

Crypto Nutshell

🚨 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.

Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe

1 month ago | [YT] | 9

Crypto Nutshell

🚨 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. 🚀

Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe

Skip the Carousel

1 2

1 month ago | [YT] | 7

Crypto Nutshell

🚨 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.

Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe

1 month ago | [YT] | 18

Crypto Nutshell

🚨 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.

Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe

1 month ago | [YT] | 10

Crypto Nutshell

🚨 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. 🏎️

Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe

Skip the Carousel

1 2

1 month ago | [YT] | 9

Crypto Nutshell

🚨 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.

Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe

1 month ago | [YT] | 20

Crypto Nutshell

🚨 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.

Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe

1 month ago | [YT] | 21

Crypto Nutshell

🚨 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. 🪞

Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe

Skip the Carousel

1 2

1 month ago | [YT] | 11

Crypto Nutshell

🚨 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. ⚡

Read the full breakdown of today's edition of The Crypto Nutshell - Subscribe for FREE cryptonutshell.com/subscribe

1 month ago | [YT] | 12