GM to all of you nutcases. It’s Crypto Nutshell #882 skatin‘ on through…⛸️🥜

We're the crypto newsletter that's more turbocharged than a war rig punching through the storm while everyone else checks the map… 🚛🔥

What we’ve cooked up for you today…

What’s in the Crypto Nutshell Portfolio?

BREAKING: Bitcoin price dips below $79K as US PPI inflation hits highest since 2022

For the past few weeks, we’ve been saying Bitcoin needs one thing:

$80,000 has to stop being the ceiling and start becoming support.

Well... today, that got tested.

Bitcoin slipped below $79,000, after two hot inflation prints and fresh U.S.-China tension hit risk markets at the same time.

The inflation part is simple.

Tuesday's CPI print came in at 3.8%, the hottest reading in almost three years. Then Wednesday's producer price index came in at 1.4% month over month, way above the 0.5% forecast.

That makes rate cuts much harder to justify.

And when rate cuts look harder, crypto usually loses one of its biggest tailwinds.

Then came the geopolitical part.

During Trump's visit to China, Xi Jinping warned that Taiwan could lead to "collision or even clashes" if handled badly.

That was enough to make the broader risk tape wobble.

Solana dropped more than 5%. Ethereum slipped. Bitcoin lost the floor it had been holding for most of the past week.

And that's the weird part.

This happened on the same day Schwab started rolling direct Bitcoin and Ethereum trading out to its first U.S. retail clients.

Adoption is still moving forward. Price just got hit by macro first.

CryptoQuant said profit-taking has picked up, U.S. demand has weakened, and Bitcoin failed near its 200-day moving average.

Spot Bitcoin ETFs have also seen $862.6 million in net outflows over the last two days, while ETH ETFs lost $166.9 million.

So what do you think happens next? Let us know your thoughts in the poll below. 👇

Dollar-denominated accounts — 401(k)s, IRAs, savings — are fully exposed to inflation, currency debasement, and government policy. Most financial advisors won't tell you that, because most of them don't profit when you know. Here's what's actually available to you:

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The question on everyone's mind. Saylor is buying billions in Bitcoin, so why isn't the price ripping?

In an interview with Bonnie Blockchain, he answered it directly.

And the numbers are staggering.

Here’s exactly what he said:

The man who has spent $62 billion accumulating more Bitcoin than anyone he knows is telling you that even his buying barely registers.

His framing of why is brilliant.

The Bitcoin spot market is roughly $20 billion daily. Derivatives push that to $40, 60, sometimes $80 billion.

A billion dollar Strategy buy is 1/15th of the daily volume.

That depth is the moat. You can put on a billion dollar trade with 20x leverage on a weekend. You can borrow a billion in credit against Bitcoin in under an hour.

No traditional asset comes close.

So the next time someone tells you Bitcoin is too volatile, too thin, or too easily manipulated, remember this.

The largest corporate buyer in history can drop $300 million an hour and barely move it.

That's not a niche asset. That's global capital infrastructure. 🌊

Time for check in on Ethereum’s supply side dynamics.

To do that we’ll be focusing on the amount of Ethereum currently being staked.

Quick Note: Ethereum staking involves locking up ETH to support the blockchain’s security. In return, users earn rewards for staking.

If you’d like to learn more about staking, check out this article.

38.93 million ETH is currently staked. That's a slight dip from 39.38 million two weeks ago - the first decline we've reported this year.

Before reading too much into it, let's zoom out. Staked ETH is still up 2.94 million since January. One two-week pullback doesn't reverse a trend that's been building all year.

And small fluctuations are normal. Validators rotate. Protocols rebalance. Some stakers temporarily unlock to reposition. What matters is the broader trajectory, and that still points firmly upward.

One small step back after months of relentless growth. We'll be watching whether this reverses next time or marks the start of something different. 🚀

Crypto-Friendly Kevin Warsh Confirmed as Fed Chair to Replace Jerome Powell. Warsh’s confirmation is a macro-sensitive crypto watch item because rate policy and digital-asset regulation now sit closer together.

Ethereum community launches security feature to end blind signing. Ethereum’s Clear Signing push aims to make wallet approvals human-readable after blind-signing attacks helped drive major losses.

Anchorage and Mexican billionaire’s Grupo Salinas ink cross-border payments partnership. Anchorage Digital is extending the stablecoin/institutional payments theme into Latin American cross-border payments.

Stork promises ‘true’ 24/7 price discovery for stocks and gold tapping Binance and other perps markets. Stork is building round-the-clock oracle prices for assets including gold, oil, Tesla, Nvidia, Circle, and Strategy.

Want to get even smarter? Check these out.

p.s. all completely FREE (one click subscribe link)

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: Give investors exposure to Bitcoin's current market price through a regulated fund 🥳

A spot Bitcoin ETF is built to track Bitcoin's market price through a traditional investment wrapper. It lets investors get exposure without personally handling wallets, exchanges, or private keys.

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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.