GM to the winners club. Crypto Nutshell Pro #98 stompin' in… 🦏🥜

If you’re new here, each Crypto Nutshell Pro is broken down into 2 sections:

The goal?

Help you understand exactly where we are in the cycle.

By now, you should have read through the following page: Read This First

(Click the button at the bottom of the page to continue the welcome series - there are 4 pages in total to read)

These give you a broad overview of the Crypto Nutshell Pro Portfolio and how we’re looking to play the second-half of this bull run.

And in case you missed last weeks Nutshell Pro, you can check that out here.

Now, let’s jump in…

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Bitcoin's at $83,999, up 3.34% on the week.

Ethereum's at $2,681, up 1.39%.

Last Saturday we said the real test was whether anyone would buy this thing once the short squeeze stopped doing the work, and the buyers turned up in size.

The spot Bitcoin ETFs pulled in nearly $3 billion over seven straight trading days, Bitcoin cleared the $83,000 line we've pointed at for weeks, and early in the week it pushed to nearly $87,000, an eight-month high.

Then the bond market got involved…

The US 10-year yield ran to its highest level since 2007, the odds of another Fed hike in October jumped, and Bitcoin gave back part of the move to finish the week around $84,000.

This week was a tug of war between fresh buyers and a rising price of money, and neither side won it outright.

Back on July 13, US spot Bitcoin ETFs were down about $5.7 billion for the year, by Farside's count.

Last week we told you they still hadn't broken even on 2026.

By Friday's close they were up roughly $1 billion for the year, so the whole hole is filled.

The funds have now taken in money seven trading days running, nearly $3 billion in all, including $999 million on Monday alone, their biggest day of 2026.

That's new money walking in the front door, and it's the piece that was missing from last week's rally.

To be fair, Monday's jump started the same way the last one did.

Around $648 million of crypto shorts got liquidated as Bitcoin ripped past $85,000, so a squeeze lit the first match again.

But going into Monday, Glassnode's gauge of selling pressure had dropped to one of its lowest readings on record, below where it sat after the December 2022 selloff, so there weren't many sellers waiting to meet the move.

And the ETF inflows carried on every day for the rest of the week, well after the shorts had been cleared out.

The daily totals did shrink each day after Monday, down to $134 million on Friday, so the pace is cooling even as the streak runs on.

Bitcoin also climbed back above its 365-day moving average, around $80,900, for the first time in 310 days.

(That's the average price over the past year, and it's one of the simpler lines people use to separate a bear market from a bull market.)

AltcoinPro Research looked at the five previous times Bitcoin won back that line after 90+ days below it, and it was higher a year later every time.

Five examples isn't a law of nature, and they're the first to call it a signal rather than a guarantee.

But it's the kind of signal you'd want to see if this recovery has legs, and it fired this week on the back of actual buying.

Then on Wednesday, the biggest bond market in the world had something to say about it…