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- ⭐ Ethereum Portfolio Revamp
⭐ Ethereum Portfolio Revamp
PLUS: Where are we in the cycle?

GM to the winners club. Crypto Nutshell Pro #45 piecin’ it together… 🧩🥜
If you’re new here, each Crypto Nutshell Pro is broken down into 3 sections:
🦄 The Great Ethereum Portfolio Revamp
⏰ Market Indicators: time to buy or sell?
🔮 What’s coming? - Macro Outlook
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…
Disclaimer
If you’re new here, this is a weekly personal research report intended as a tool for you to complement your own analysis. These insights are not recommendations but rather what is being considered for investment and the rational behind the choices.
Please note that this information is exclusive to Crypto Nutshell Pro members, so refrain from sharing it. You are free to use it as you wish—whether as a starting point for your own research, as a tool to enhance your research skills, or simply to track how things unfold.
Ultimately, the choice of how to use this information is up to you. If you choose to invest based off this information, you accept full responsibility for that decision.
This report presents a simplified & filtered overview of an extensive research process, which is based off high-quality data from paid reports, newsletters, and tools. Accessing this data is costly, costing tens of thousands per year, as many sources employ dedicated teams for data collection.
Crypto Nutshell Pro serves as a filter, analysing and synthesising this data to provide unique insights, drawing from deeper crypto expertise compared to many source teams. By starting with top-tier research, we aim to refine it into valuable insights for you to further explore and utilise as a resource.

The Great Ethereum Portfolio Revamp 🦄
Holdings:

Portfolio Value: $153,519.23
Vault Value: $42,916.89
Total Value: $196,436.12
Portfolio Recap:
We haven’t made changes to the portfolio in over a month.
Why?
Because nothing truly new was happening.
But over the last few weeks, the writing on the wall has become crystal clear: Ethereum is about to lead the next stage of this bull market.
3 reasons stand out:
Rise of Ethereum Treasury Companies - corporates are stacking ETH like never before.
GENIUS Act - regulatory clarity + stablecoin greenlight = institutions can finally step in.
Ethereum’s supply squeeze - burn mechanism + surging staked ETH = relentless supply shock.
(For a deeper dive on this topic, check out this video here)
Low supply + exploding demand = one direction only.
When the market information changes, the portfolio must change with it.
What We Sold
We’ve cut the fat.
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