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GM to all of you nutcases. It’s Crypto Nutshell #751 ready for action… 🎬🥜

We're the crypto newsletter that's more legendary than a lone warrior defying an empire with nothing but courage and chaos... ⚔️🔥

What we’ve cooked up for you today…

What’s in the Crypto Nutshell Portfolio?

BREAKING: Institutional Investors Shift From Speculation to Diversification

Institutions aren’t chasing hype anymore - they’re building diversified portfolios.

A new report from Swiss digital asset bank Sygnum shows a clear shift in behavior:

61% of institutions plan to increase their crypto exposure, even after October’s brutal $20 billion liquidation wipeout.

The motivation?

Not quick profits, but diversification.

For the first time, portfolio balance has overtaken short-term speculation as the top reason to invest in digital assets.

Crypto is now being treated less like a gamble and more like a strategic asset class.

Sygnum’s data paints a picture of a maturing market:

But it’s not blind optimism. Institutional conviction now lives in the long game.

As Sygnum’s lead researcher Lucas Schweiger put it:

October’s crash tested that conviction.

Yet even with Bitcoin falling from $115K to near $100K, inflows held strong. Institutions didn’t flee - they recalibrated.

And the timing could prove critical. The report notes that once the U.S. government shutdown ends, regulators could fast-track a wave of altcoin ETF approvals, potentially triggering the next major rotation of institutional capital.

Meanwhile, regulatory clarity has officially overtaken volatility as the top concern.

Europe - with MiCA - is attracting confidence, while APAC markets lag amid mixed signals.

Bitcoin remains the clear winner.

Its “digital gold” narrative has never been stronger, with high-net-worth investors using it to hedge against de-dollarization and rising sovereign debt. Altcoins, by contrast, are still struggling to recover from this year’s liquidations.

In short - the era of wild speculation is fading. The era of institutional accumulation is here. 🏦

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Legendary trader Paul Tudor Jones just went on CNBC… and what he said should make every investor pay attention.

He sees “all the ingredients for a blow-off top” forming = the same kind of setup that triggered the late-90s boom.

Only this time, it’s even more explosive. 💣

If you haven’t heard of Paul Tudor Jones, he’s a renowned American investor and an extremely successful hedge fund manager.

So successful that he’s amassed a net worth of ~$8 billion dollars. 🤯

Jones compared today’s market to the dot-com bubble of 1999, but with one critical twist:

Back then, the Fed was hiking rates into a tech-stock mania.
Now? They’re cutting.

In 1999, the U.S. ran a budget surplus.
Today? A 6% deficit.

He called this combination of easy money and heavy spending:

But Jones isn’t predicting a crash.

So what’s he buying?

It’s the same trader who called Bitcoin the “fastest horse in the race” back in 2020 - and was proven right when BTC ran from $8K to $60K in 12 months.

Now, 5 years later, he’s back on the saddle. 🐴

Takeaway:

When one of the most respected macro traders alive says today’s setup is “more explosive than 1999” it’s worth listening.

He’s not guessing - he’s preparing.

And once again, he’s riding the same horse that won him the race last time: Bitcoin. 🥇

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:

Here’s the latest supply breakdown vs. two weeks ago:

Even after the drop from $115K to $100K, over 60% of all Bitcoin hasn’t moved in a year. That’s conviction you can measure on-chain.

But the dip in younger cohorts tells a familiar story:

Some long-term holders are trimming profits, while fresh buyers quietly scoop up the supply.

It’s not weakness - it’s rotation. The foundation remains rock solid, and available supply is still near record lows.

When conviction stays this high and liquid coins keep disappearing, it doesn’t take much to light the next rally. 💎🔥

No credible evidence US government hacked Chinese Bitcoin wallets to "steal" $13 billion BTC. China accuses the U.S. of hacking LuBian’s Bitcoin wallets, but open-source forensics and DOJ filings point to weak keys and murky attribution.

Dan Tapiero says Bitcoin’s bull run is still on, but a 70% downturn could follow. Dan Tapiero says Bitcoin’s bull phase is still intact but warns a 70% correction could follow after new highs.

Gemini (GEMI) Share Price Drops After Crypto Exchange's Earnings Fall Short of Estimates. Despite revenue growth of 106%, Gemini's net loss was $159.5 million due to high marketing and IPO-related costs.

Coinbase scuttles $2 billion deal to acquire stablecoin startup BVNK. Mastercard also reportedly pursued a deal with BVNK prior to the startup entering into an exclusivity deal with Coinbase.

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Select your answer below and you’ll be redirected to the results page. (answer explanation can be found after “Meme Corner”)

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

Trivia Answer: The average cost basis of all holders 🥳

Realized price reflects the average acquisition cost of all BTC on-chain — a powerful cycle indicator. 📊

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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.