GM to all of you nutcases. It’s Crypto Nutshell #747 campin’ out… 🏕️🥜

We're the crypto newsletter that's more rebellious than a smuggler who shot first and never looked back... 🚀💫

What we’ve cooked up for you today…

What’s in the Crypto Nutshell Portfolio?

BREAKING: Galaxy Slashes Bitcoin Price Target for 2025 as BTC Enters 'Maturity Era'

After yesterday’s $2 billion liquidation washout, the question on everyone’s mind is simple: what now?

At the time of writing, Bitcoin is still hovering near the $100K line - the level Galaxy Digital calls its “crucial inflection point.”

But analysts can’t agree on what comes next.

The Bearish Take: Galaxy Turns Cautious

Galaxy just cut its year-end target from $185K to $120K, citing what it calls Bitcoin’s new “maturity era.”

The firm says whales are still offloading - roughly 470,000 BTC (≈$50B) has moved from long-term wallets since summer - while ETFs quietly absorb the supply.

Head of Research Alex Thorn said Bitcoin’s structure remains healthy, but warned that the next leg up could take longer:

Galaxy argues that the market has shifted.

Retail is “apathetic,” institutional flows are dominant, and capital is rotating toward AI stocks and gold, both of which have outperformed Bitcoin this year.

In short - Bitcoin’s not broken. It’s just growing up. (It’s worth pointing out that Alex is still bullish long-term)

The Bullish Take: Standard Chartered Says Buy the Dip

Not everyone’s turning cautious.

Standard Chartered’s Geoff Kendrick says this correction is a gift, not a warning - and laid out a three-step “buy the dip” strategy:

Kendrick argues the U.S. government shutdown has drained liquidity from markets, but when it ends, the “massive liquidity snap-back” should ignite a powerful year-end rally.

The divide couldn’t be clearer:

But both agree on one thing - the $100K zone is pivotal.

Hold it, and Bitcoin’s next move could set the tone for 2026. 🧠

Now it’s your turn…

Where do you think Bitcoin finishes the year? 🧐

Is Galaxy right about a slower climb… or does Standard Chartered’s “buy the dip” call play out in full?

Cast your vote below. We’ll reveal the results in tomorrow’s newsletter. 👇

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Fred Krueger doesn’t mince words.

This week, the mathematician and serial entrepreneur fired off another missile on X.

The gist?

Real estate & gold are great assets… if you want to underperform.

Here’s his take that riled everyone up:

But here the thing: he’s not wrong.

Take a look at the data.

Over the last decade, U.S. housing has dramatically underperformed the S&P 500:

Now let’s go one step further:

When you price the median U.S. home in Bitcoin, the chart collapses.

Homes that once cost hundreds of BTC now barely scrape a few.

That’s the silent truth of this asset class:

Real estate and gold might protect your wealth.

Bitcoin multiplies it.

Krueger’s message is clear - if you’re still clinging to the old world of bricks, bonds, and bullion… you’re playing the wrong game. 🌀

Today we’ll be checking in on the amount of Ethereum available for sale on exchanges.

Here’s how to interpret this metric:

Only 13.33 million ETH remain on exchanges - just 10.99% of the total supply.

Since the start of the year, 5.76 million ETH has been withdrawn from exchange wallets.

Let that sink in…

This is what a real supply shock looks like before it hits.

Even with the current correction, ETH balances on exchanges aren’t rising.

That tells you everything. This isn’t panic selling - it’s OG whales taking profits, not running for the exits. 🐳

How Saylor and Strategy plan to kickstart Bitcoin buying internationally. Strategy’s new preferred stock offerings aim to reignite Bitcoin purchases by converting traditional yield-seekers into crypto investors.

Galaxy trims 2025 Bitcoin target to $120K amid shifting market dynamics. Investment firm Galaxy has lowered its end-of-year Bitcoin price target, citing shifting market dynamics and short-term derivatives liquidations.

Robinhood (HOOD) Earnings News: Strong Crypto Results Help Drive Earnings Beat. The brokerage platform saw a record $80B in crypto trading volume; shares dipped in after hours action despite the earnings beat.

Mastercard, Ripple and Gemini explore settling card transactions using XRPL. Crypto platforms are hoping to generate more transaction revenue and add new clients by offering debit and credit cards.

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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: Leader 🥳

Solana’s consensus design uses rotating leaders who process transactions and build blocks. ⚡

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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.