- Crypto Nutshell
- Posts
- š„ Melt Up
š„ Melt Up
PLUS: Ray Dalio pivots

GM to all of you nutcases. Itās Crypto Nutshell #674 findinā the wayā¦ š§š„
We're the crypto newsletter that's more hilarious than a high schooler trying to throw the most epic party of all time... š¾š

What weāve cooked up for you todayā¦
š¦ Ray Dalio doubles down
š« Ethereum melt up
š„ This streak is heating up
š° And moreā¦


Prices as at 3:50am ET

RAY DALIO DOUBLES DOWN š¦
BREAKING: Billionaire investor Ray Dalio recommends 15% allocation in long-term assets like bitcoin and gold

Ray Dalio just sounded the alarm - and heās pointing to Bitcoinā¦
The billionaire founder of Bridgewater Associates - once the worldās largest hedge fund - just issued a stark warning about the U.S. economy:
āWe are at the point of no return.ā
His message?
Americaās spiralling debt and looming currency devaluation are no longer distant threats - theyāre here.
Dalio believes the U.S. government will need to issue a staggering $12 trillion in new debt just to keep functioning.
And itās not just a U.S. problem.
Like the 1930s or the 1970s, he says Western economies are entering a full-blown ādebt doom loopā ā a spiral of borrowing, devaluation, and decline.

So what does one of Wall Streetās most legendary investors recommend?
āIf you were optimizing your portfolio for the best return-to-risk ratio, you would have about 15% of your money in gold or Bitcoin.ā
Thatās not a typo.
Dalio - who once suggested just 1ā2% in Bitcoin - now says 15% of your portfolio should be in hard money.
And while he still leans toward gold personally, he openly acknowledges Bitcoin is gaining ground as a viable hedge in a world where fiat is losing trust by the day.
Heās still skeptical of BTC becoming a true reserve currency.
But he is grouping Bitcoin alongside gold as an āeffective diversifierā and āstore of valueā in a broken financial system.
The takeaway?
If Ray Dalio thinks fiat currencies are on life supportā¦
Then Bitcoin isnāt just a risky bet anymore.
Itās the escape hatch. š

How to Hack a $1.3T Market
Forget concrete. The new foundation for real estate success is digital, and Pacaso is leading the charge.
Created by the founder behind a $120M prior exit, Pacasoās digital platform lets buyers co-own homes across top global destinations. Their tech handles everything from scheduling and financing to resale, transforming a $1.3T market.
By handing keys to 2,000+ happy homeowners, theyāve earned $110M+ in gross profits in their operating history ā including 41% YoY growth last year.
Well-known firms like Maveron have already invested. Pacaso even reserved the Nasdaq ticker PCSO.
Join notable firms like Greycroft as a Pacaso investor today for just $2.90/share.
Paid advertisement for Pacasoās Regulation A offering. Read the offering circular at invest.pacaso.com.

ETHEREUM MELT UP š«
Pentoshi is back - and heās not holding back.
The pseudonymous macro king just dropped a fresh Ethereum update, and the message is clear:
This thingās heating up. Fast.

If youāre not familiar with Pentoshi, heās a technical analyst who regularly posts his charts, trades, and macro predictions on X.
We track him closely - because his calls are ridiculously accurate. (He spotted the ETH breakout weeks before it started)
This week, he followed on with his ETH predictions:
ā$ETH setting the stage for poking its head above 4k⦠Not even trying to guess where it tops.ā

Hereās what heās seeing:
1. ETHās chart is coiling for a breakout š
Pentoshi sees price action tightening below $4K.
Thatās the final resistance before open skies.
This is the same setup he nailed on BTC in early Q1.
2. Treasury buyers are piling in šø
New ETH treasury companies - like Bitmine and SharpLink - are barely a month oldā¦
And already fighting for a slice of the supply.
Pentoshi thinks they want at least 1% each.
3. The melt-up phase is here š«
Heās not calling a top.
Heās not calling a dip.
Heās calling whatās happening right now:
A melt-up.
That phase where logic pauses and price accelerates.
āThings can get incredibly stupid.ā
Ethereumās gearing up to continue itās run.
And if Pentoshiās right?
We havenāt seen anything yet. š

THIS STREAK IS HEATING UP š„
Digital asset funds just posted their 15th straight week of inflows.
A whopping $1.9 billion poured in last week alone.
That pushes month-to-date inflows to a record-breaking $11.2 billion, smashing the previous high of $7.6B from December 2024.
Letās break it down.

Ethereum stole the show, pulling in $1.59 billion - its second-best week on record.
That brings ETHās year-to-date inflows to $7.79 billion, already beating all of 2024.
Solana and XRP followed with strong performances, attracting $311.5M and $189.6M respectively.
Bitcoin, meanwhile, saw $175 million in outflows - a rare blip in its dominant ETF-driven run.

Regionally, the U.S. led by a mile, with $2.04 billion in inflows.
Switzerland followed with $75.7m, then Germany ($69.9m) and Australia ($11.4m).
Meanwhile, Hong Kong, Canada, and Sweden saw outflows of $160.0m, $84.3m, and $30.8m respectively.

The rotation is real.
Youāre watching the trend shift happen in real time - institutions are pivoting into altcoins.
According to CoinShares, this is being driven by two forces:
Soaring enthusiasm for non-Bitcoin assets
Anticipation of U.S. altcoin ETFs on the horizon

CRACKING CRYPTO š„
SharpLink moves $295M into Ethereum, closing in on 500,000 ETH milestone. SharpLink's new 77,210 ETH purchase follows Co-CEO Chalomās vision for active staking and yield strategies.
PayPal Expands Crypto Payments for U.S. Merchants in Digital Asset Push. The new feature supports over 100 cryptocurrencies and major crypto wallets, aiming to simplify international commerce for U.S. merchants.
Strategy skipped Bitcoin buys last week amid new equity offering. Michael Saylorās Strategy reported no Bitcoin purchases last week as it increased its Series A perpetual preferred stock offering to $2.521 billion.
Billionaire investor Ray Dalio recommends 15% allocation in long-term assets like bitcoin and gold. The billionaire founder of Bridgewater Associates recommended that a risk-adjusted portfolio allocate 15% to gold or bitcoin.
WHAT WEāRE READING š
Want to get even smarter? Check these out.
p.s. all completely FREE (one click subscribe link)
Raremints (link) - Daily crypto news
Bitcoin Breakdown (link) - Daily Bitcoin news
Techpresso (link) - Daily tech news and insights
The Hustle (link) - Get Smarter on Business and Tech
Your Next Breakthrough (link) - Personal growth with Mark Manson
The Neuron (link) - AI trends and tools to keep you ahead
CAN YOU CRACK THIS NUT? āļø
Select your answer below and youāll be redirected to the results page. (answer explanation can be found after āMeme Cornerā)
What does it mean when someone says they got ārektā in crypto? |
MEME CORNER š
Because what would the crypto world be without its share of memes?

Trivia Answer: They suffered a massive financial loss š„³
Getting ārektā means you got wrecked ā typically by a rug pull, bad trade, or brutal price drop. Itās the crypto version of a KO. š„š
GET IN FRONT OF 95,000+ CRYPTO INVESTORS
Advertise with Crypto Nutshell to get your product or brand in front of the crĆØme de la crĆØme of crypto investors. Crypto Nutshell readers are high-income earners who are always looking for unique or interesting offers.
HOW DID WE DO? š¤·
We read every comment submitted in this poll and love to hear what you guys have to say. š (bonus points for suggestions šŖ)
What did you think of today's Newsletter?Don't worry, you won't hurt our feelings... š„² |
NUTCASE REVIEW OF THE DAY š

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.
Reply