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PLUS: Sentiment in the gutter
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What we’ve cooked up for you today…
🤔 The Bull run is just starting?
🔭 Time to zoom out
😱 The end
💰 And more…
Prices as at 3:05am ET
THE BULL RUN IS JUST STARTING? 🤔
BREAKING: U.S. Crypto Task Force to Focus on Delivering National Bitcoin Reserve: Bernstein
Although market sentiment isn’t the greatest right now…
Bitcoin’s bull run isn’t slowing down, it’s only just getting started.
According to Bernstein analysts, the next major wave of demand will come from institutions and sovereign wealth funds.
Bernstein notes that Trump’s crypto task force is making the establishment of a national Bitcoin reserve a top priority.
"A creation of a U.S. Bitcoin reserve could lead to a global race amongst sovereigns to Buy bitcoin as one of the reserve assets."
But how would the US fund such a large Bitcoin purchase?
Bernstein outlines 3 possibilities:
Sell some of its gold reserves
Use the $20B in Bitcoin already seized from criminal enterprises
Issue more debt
And it doesn’t stop there.
The Trump administration is also working on creating a sovereign wealth fund (SWF).
Bernstein believes this fund will likely invest in key US crypto companies, such as MicroStrategy and Coinbase.
The logic behind this assumption is that the two cabinet members tasked with creating the SWF are known Bitcoin and crypto bulls. (Scott Bessent & Howard Lutnick)
“Investors should position themselves for the next leg of the bull market across Bitcoin and Bitcoin-linked equities.”
But the big money isn’t just sitting around waiting for the US to make a move.
Just last week, Abu Dhabi’s sovereign wealth fund disclosed a $436 million Bitcoin ETF purchase.
“The confluence of adoption by banks, institutional investors, corporates and eventually sovereigns (directly or via sovereign funds) is positioning Bitcoin as the clear challenger to gold.”
With institutional adoption accelerating, Bernstein analysts predict Bitcoin will hit $200,000 by the end of 2025.
“With accelerating institutional adoption, we expect Bitcoin to hit $200,000 by the end of 2025. And that’s being conservative.”
Governments and institutions are continuing to stack, and people are bearish out there?
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TIME TO ZOOM OUT 🔭
Crypto’s been rough in 2025.
Bitcoin’s flat at best, most altcoins are bleeding.
Everyone’s calling the cycle dead.
Raoul Pal says: zoom out.
Raoul is a veteran macroeconomic expert with one of the best track records in crypto.
Today, he shared 4 charts to remind everyone where crypto is going.
1. Bitcoin:
2. Ethereum:
3. Solana:
4. Sui:
When you zoom out on all the majors, it’s clear where they’re heading:
Up & to the right.
“We remain in the midst of the Greatest Macro Trade of ALL TIME. All the wiggles and the timeline FUD are just noise. All you require to capture it is not be too far out on the risk curve, not using leverage and the ability to have patience and zoom out. Don't F*ck This Up.”
A timely reminder. ⏰
THE END 😱
The streak is over. 😥
Last week Digital asset funds saw net outflows totalling $415 million.
This ended an impressive 19 week inflow streak, totalling $29.4 billion.
Let’s break it down.
Bitcoin saw the majority of outflows this week, with $430 million.
Ethereum also experienced outflows, with $7.2 million exiting.
Meanwhile…
Solana had an impressive week, with net inflows of $8.9 million.
XRP also saw solid inflows, adding $8.5 million.
As always, the United States was the focal point, with a massive $464 million in net outflows.
Germany, Switzerland and Canada all saw net inflows of $21m, $12.5m & $10.2m respectively.
So what caused this sudden outflow?
The sell-off was triggered by Jerome Powell’s congressional hearing last week, where he signalled a more hawkish monetary policy stance.
On top of that, inflation came in way hotter than expected, further reducing hopes for interest rate cuts.
With rate cuts now unlikely until at least October 2025, market sentiment has shifted.
This marks the first major reversal after months of steady inflows.
However, with institutional interest still growing, we believe this is only a short-term shakeout.
CRACKING CRYPTO 🥜
Argentina's stock market plummets amid President Javier Milei's LIBRA memecoin scandal. Argentina faces political and financial uproar as President Milei distances himself from the collapsing LIBRA memecoin.
Ether Rally Turns Into Crypto Market Slide With Bitcoin Slipping Below $96K. Ether's brief run to $2,850 on Monday was due to a catch-up trade that could reverse later, one trader said.
‘Bitcoin fixes this’ — Here’s why BTC is better than Fort Knox gold. US Senator Rand Paul has called for an audit of Fort Knox gold reserves, sparking a debate over Bitcoin's transparency and financial trust compared to traditional assets.
Bitcoin dominance nears multi-year high amid Libra memecoin collapse. Bitcoin’s market dominance has surged past 60%, driven by institutional investment.
WHAT WE’RE READING 📚
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CAN YOU CRACK THIS NUT? ✍️
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When did FTX file for bankruptcy? |
MEME CORNER 😂
Because what would the crypto world be without its share of memes?
Trivia Answer: A) November 2022 🥳
FTX was a leading cryptocurrency exchange that went bankrupt in November 2022.
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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.
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