GM to all of you nutcases. It’s Crypto Nutshell #736 watchin’ for moves… 👁️🥜

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What we’ve cooked up for you today…

What’s in the Crypto Nutshell Portfolio?

BREAKING: Gold’s Rise Bodes Well for Bitcoin

Gold is up 57% this year - its second-best year ever in dollar terms.

Bitcoin?

Still chopping around $110,000, flat since May.

At first glance, that looks frustrating.

But according to Bitwise CIO Matt Hougan, it’s not bearish at all - it’s the blueprint for what comes next.

Central banks are the invisible hand behind gold’s rally.

After the U.S. froze Russia’s Treasury assets in 2022, global central banks doubled their gold purchases - from ~467 metric tons per year to ~1,000 today.

That steady, relentless accumulation didn’t send gold vertical overnight.

It started slow - an 8% rise in 2023, then 23% in 2024 - before finally igniting into a 60% breakout in 2025 once sellers were exhausted.

Sound familiar?

In Bitcoin, a similar dynamic is unfolding.

Since ETF and corporate buying began in early 2024, institutions have accumulated 1.39 million BTC - more than four times what miners have produced.

Yet Bitcoin hasn’t gone parabolic… yet.

Just like gold’s early years of accumulation, price-sensitive holders are still cashing out into strength - gradually depleting the pool of sellers.

Once that liquidity dries up, the setup for Bitcoin becomes eerily similar to gold’s breakout.

As Hougan puts it:

The message?

Don’t envy gold. Anticipate Bitcoin.

Its time is coming - and when it hits, it won’t be slow. 🔥

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Larry Fink - the CEO and cofounder of BlackRock, the world’s largest asset manager with $13.5 trillion AUM - just appeared on 60 Minutes.

And what he said about Bitcoin marks one of the biggest sentiment shifts in finance history.

Here’s exactly what he said about Bitcoin:

Read that again.

The man who runs the company often called “the company that owns the world” - now comparing Bitcoin to gold.

Gold’s market cap just hit $30 trillion after all-time highs.

If Bitcoin were to match that?

You’re looking at a price north of $1.4 million per BTC.

Fink still says it shouldn’t be a huge slice of your portfolio…

But the fact he’s acknowledging its role - as a global alternative asset - tells you everything about where we’re headed.

When the most powerful man in finance changes his tune on Bitcoin…
you know the path ahead is bright. 🌞

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.

Two weeks ago, the total stablecoin supply sat at $258.11 billion.

Today? $263.32 billion.

That’s a $5.21 billion surge in just 14 days - and yet another record high. 🚀

Since January 1st, supply has grown by $78.28 billion, marking one of the fastest expansions in crypto history.

And here’s why that matters:

Stablecoins aren’t just digital dollars. They’re ammo.

Billions in ready-to-deploy capital, already sitting on-chain, waiting for the next opportunity.

Stablecoin supply doesn’t follow bull markets.

It fuels them. 🔥

$2B to flow into BlackRock’s UK Bitcoin ETF: How UK traders could recycle into IBIT. IBIT wrapper launch in the UK opens a market that could funnel between $1.5 billion and $2 billion into the fund over time.

Fed mulls ‘skinny’ payment accounts to open rails for fintech, crypto firms. The FED is exploring the idea os “skinny” master accounts that would make the central bank’s payment system more accessible for fintechs and small companies.

Base, ETH L2 Access Hit by Amazon's AWS Failure. The October AWS outage took down some of crypto’s most prominent companies and networks.

Sen. Warren slams stablecoin law and urges Treasury to address Trump conflict of interest concerns and financial risks. Crypto critic Sen. Elizabeth Warren lambasted a stablecoin bill signed into law a few months ago in a letter to Treasury Secretary Bessent.

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Because what would the crypto world be without its share of memes?

Trivia Answer: Decentralized token swapping 🥳

Uniswap enables peer-to-peer token swaps using automated liquidity pools — no middlemen needed. 💧

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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.