GM to the winners club. Crypto Nutshell Pro #63 comin’ in with a bang… 💥🥜

If you’re new here, each Crypto Nutshell Pro is broken down into 3 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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What a turbulent week that was…

At the time of writing, Bitcoin's hovering around $89,500.

We made a run up toward $98K and got rejected. Again.

Meanwhile, the headlines have been complete chaos.

Tariffs on Europe. Tariffs off Europe. Japanese bonds imploding. Markets whipsawing. Sentiment back in the gutter.

We know it's exhausting, there’s no point sugar coating it.

But here's the thing: while everyone was doom-scrolling about Greenland and tariff headlines, something much more important is happening underneath.

And almost no one is talking about it.

Let's cut through the noise and focus on what actually matters. 👇

1. The Noise: Tariffs On, Tariffs Off

First, let's get the headline drama out of the way.

During the week, Trump announced tariffs on eight European nations until they agree to let the US acquire Greenland.

As a result, the markets tanked. The S&P dropped over 2%. Bonds sold off. The dollar sold off. Stocks sold off. All at the same time.

That's the "Sell America" trade. And it spooked a lot of people.

Then, days later, Trump revealed a "framework of a deal" after talks with NATO chief Mark Rutte.

Tariffs were put on hold. And the markets ripped back.

That’s the classic Trump playbook. Create the problem, then announce the solution a few days later. We saw the exact same pattern play out after Liberation Day last year.

Treasury Secretary Scott Bessent summed it up at Davos: "Take a deep breath. Do not retaliate. Wait for President Trump to get here, and listen to his argument."

Translation: the tariff drama is negotiation theatre. It's nothing but noise.

The signal is somewhere else entirely.