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What’s in the Crypto Nutshell Portfolio?

BREAKING: VanEck Sees Bitcoin Reaching Half of Gold’s Market Value - But When?

VanEck just dropped one of the boldest forecasts of the year - and it’s not about this cycle.

It’s about Bitcoin’s endgame.

According to Matthew Sigel, VanEck’s head of digital assets research, Bitcoin could one day capture half of gold’s $26 trillion market cap - implying a $644,000 price per BTC.

The timing couldn’t be better.

For the first time in history, Bitcoin and gold are leading global markets together - both breaking records as faith in fiat fades fast.

Gold’s up 48% year-to-date, Bitcoin’s up 30%, and both are being driven by the same force: investors fleeing paper money for hard assets.

As Ecoinometrics noted, the pattern’s been clear for two years - a steady rotation into Bitcoin and gold as U.S. debt climbs and fiscal dominance takes hold.

Sigel believes the next big catalyst arrives after the 2028 halving, when Bitcoin’s new supply gets cut in half again:

And he’s not alone.

Dave Weisberger, CEO of CoinRoutes, says the real fireworks haven’t even started yet:

Meanwhile, David Marcus, former PayPal president, went even further - saying if Bitcoin were priced like gold, it would already trade north of $1.3 million per coin.

VanEck’s thesis ties it all together:

Bitcoin sits around $124K today - still miles from $644K.

But remember: gold had centuries.

Bitcoin’s only had 17 years. 🚀

That’s the latest reminder from Hunter Horsley - CEO of Bitwise, one of the largest and most respected institutional crypto firms on the planet.

Hunter isn’t just another market commentator.

Bitwise manages billions, runs the leading crypto ETFs, and has become a key bridge between Wall Street and digital assets.

When he speaks, institutions listen.

This week, Hunter tweeted just two words:

He was retweeting Bitwise’s latest chart - showing Solana Exchange Traded Product inflows going absolutely vertical:

It’s easy to get caught up in Bitcoin and Ethereum right now - and for good reason.
ETF flows are surging, and treasury accumulation is accelerating.

But don’t forget about Solana.

It may just be the dark horse of Q4. 🐴

Institutional capital is clearly waking up to it. Flows are exploding.

And history shows these quiet rotations often turn into massive moves.

All the attention might be on Bitcoin and Ethereum...

But Solana’s starting to whisper its comeback. 🌅

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 $251.42 billion.

Today? $258.11 billion.

That’s a $6.69 billion surge in just 14 days - and yet another record high. 🚀

Since January 1st, supply has grown by $73.07 billion, marking one of the fastest expansions in crypto history.

Why does this matter? Because stablecoins aren’t just digital dollars - they’re dry powder.

Billions in sidelined capital, already on-chain, waiting for deployment.

Stablecoin supply doesn’t chase bull markets… it ignites them. 🔥

Bulls exit exchanges at record levels. Bitcoin God candle squeeze incoming? Institutional adoption through ETFs shifts Bitcoin's liquidity landscape from self-custody to regulated custodial products.

SEC Aiming to Formalize 'Innovation Exemption' by End of Year, Chair Atkins Says. While the government shutdown is slowing the SEC's work, Atkins said he still intends to initiate formal rulemaking by the end of 2025 or beginning of 2026.

Litecoin, HBAR and more crypto ETFs ‘at the goal line’ as shutdown sits in the backdrop, analysts say. A new filing for an ETF tracking HBAR has revealed key details that analysts say signal it's inching closer to receiving the SEC's sign-off.

‘Hundreds of simulations’ pin Bitcoin at 50% odds of $140K this month. Economist Timothy Peterson says Bitcoin has a 50% chance of reaching $140,000 in October, based on simulations drawing on years of market data.

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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.