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GM to all of you nutcases. It’s Crypto Nutshell #741 smashin’ in… 👊🥜
We're the crypto newsletter that's more mind-bending than living the same day again and again until you get it right... 🔁⏰
What we’ve cooked up for you today…
🇫🇷 France makes a move
💥 $2 Trillion → $200 Trillion
✊ Historically tight
💰 And more…
Prices as at 5:35am ET
FRANCE MAKES A MOVE 🇫🇷
BREAKING: French gov’t set to review motion to ‘embrace Bitcoin and cryptocurrencies’
While Europe argues over a digital euro, France just made its move.
A new bill from Éric Ciotti and the Union of the Right and Centre (UDR) party proposes a national Bitcoin Strategic Reserve.
The goal: acquire 2% of Bitcoin’s total supply, around 420,000 BTC, over the next seven to eight years.
The reserve would be managed by a Public Administrative Establishment, similar to France’s gold and foreign currency holdings.
Funding would come from surplus nuclear and hydroelectric energy turned into public Bitcoin mining.
It builds on July’s proposal to convert excess electricity into “economic value through Bitcoin mining.”
Ciotti’s motion also urges France to ban the digital euro and instead promote euro stablecoins and crypto investment.
That puts France in line with the U.S. GENIUS Act, which bans CBDCs and supports stablecoins.
The proposal goes even further:
Redirect a quarter of funds from national savings schemes like the Livret A and LDDS into daily Bitcoin purchases, about €15 million per day or 55,000 BTC per year.
Allow citizens to pay certain taxes in Bitcoin.
Exempt euro stablecoin payments under €200 from tax.
But…
The bill faces steep political hurdles.
The UDR holds only 16 of 577 seats in the National Assembly, making adoption unlikely without broader support.
Either way, France just sent a message to Europe: the future of money might not be centralised.
It might be Bitcoin. ⚡
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$2 TRILLION → $200 TRILLION 💥
Gary Cardone isn’t your typical Bitcoin bull.
The brother of real estate mogul Grant Cardone, Gary’s been quietly selling off real estate to load up on Bitcoin - and this week, in his latest interview, he explained exactly why:
“This is a $2 trillion industry going to a $200 trillion industry. None of you understand how big this is going to be.”
He’s not exaggerating.
Gary’s point is simple: Bitcoin has reached escape velocity - it’s too big to fail, and still ridiculously small compared to where it’s heading.
“$2 trillion industries don’t fail. They have inertia. They have escape velocity. It’s not coming down.”
Right now, there’s $330 trillion locked in real estate, much of it earning a meager 4%.
Gary believes that capital will gradually migrate into Bitcoin and Bitcoin-backed instruments - often without people even realizing it.
“All that money sitting in real estate is going to move into instruments that have access to Bitcoin - and people won’t even know it’s happening.”
His takeaway is crystal clear:
Bitcoin isn’t competing with gold or tech stocks anymore…
It’s coming for real estate.
For bonds.
For the global store of value market itself.
$2 trillion is just the beginning.
The $200 trillion era of Bitcoin is what comes next. 🟧
HISTORICALLY TIGHT ✊
Let’s check in on one of our favourite metrics: Bitcoin’s supply last active 1+ years ago.
It’s a simple but powerful signal - tracking how much BTC has remained untouched as a percentage of total circulating supply.
Here’s the logic:
Metrics rising: long-term holders are accumulating coins 📈
Metrics declining: long-term holders are selling coins 📉
Here’s the latest supply breakdown vs. two weeks ago:
🔴 Supply last active 1+ years ago: 61.27% (down from 61.53%)
🟠 Supply last active 2+ years ago: 49.49% (down from 49.93%)
🟢 Supply last active 3+ years ago: 42.67% (down from 42.85%)
🔵 Supply last active 5+ years ago: 30.06% (up from 30.03%)
More than 61% of all Bitcoin still hasn’t moved in over a year - a clear sign that long-term conviction remains strong.
But the small pullback across younger cohorts tells a familiar story:
Some long-term holders are beginning to take profits, while newer investors are stepping in to absorb supply.
It’s a healthy rotation, not a breakdown. The base of true believers remains solid, and supply is still historically tight.
When conviction stays this firm and liquid coins keep vanishing, it only takes a spark of demand to reignite the market. 💎🔥
CRACKING CRYPTO 🥜
US Solana staking ETFs begin trading today: What it changes for altcoins. Canary Capital CEO Steven McClurg confirmed that the company's spot HBAR and LTC ETFs are effective and will begin trading on Nasdaq.
Bitcoin ‘ping-pong’ price action will stick until Fed FOMC and US-China deal wrap up. A trade deal between the US and China and a potential 0.25% interest rate cut from the Federal Reserve could give Bitcoin bulls the confidence needed to break down the $116,000 barrier.
Western Union Tapping Solana (SOL) and Anchorage for Digital Dollar. The U.S. dollar-pegged token is expected to become available in the first half of 2026.
Pardon of Binance's Zhao is 'rocket fuel' for BNB token ecosystem, says treasury CEO. The pardon could pave the way for Binance's return to the U.S., which would be bullish for the BNB token ecosystem, BNB Network CEO said.
WHAT WE’RE READING 📚
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Raremints (link) - Daily crypto news
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The Hustle (link) - Get Smarter on Business and Tech
Your Next Breakthrough (link) - Personal growth with Mark Manson
The Neuron (link) - AI trends and tools to keep you ahead
CAN YOU CRACK THIS NUT? ✍️
Select your answer below and you’ll be redirected to the results page. (answer explanation can be found after “Meme Corner”)
What hardware factor is often cited as a barrier to entry for becoming a Solana validator?
MEME CORNER 😂
Because what would the crypto world be without its share of memes?
Trivia Answer: RAM requirements 🥳
Running a Solana validator requires high-performance hardware, especially large amounts of RAM. ⚙️
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DISCLAIMER: The content of this newsletter is not financial advice. This newsletter is strictly educational and is not investment advice. Please be careful and do your own research.