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- 🥜 Realistic Ethereum prediction
🥜 Realistic Ethereum prediction
PLUS: The ETFs set a new record
Together with
GM to all of you nutcases. It’s Crypto Nutshell #685 takin’ a look… 🔬🥜
We're the crypto newsletter that's more magical than boarding a train to a school where wizards are made... 🚂🪄
What we’ve cooked up for you today…
⛈️ The perfect storm
🧪 Realistic Ethereum prediction
🤯 Another all-time high
💰 And more…
Prices as at 5:50am ET
THE PERFECT STORM ⛈️
BREAKING: Ethereum Shorts Rekt as ETH Tops $4,600 for First Time Since 2021
Ethereum is having one of its biggest weeks ever - and the catalysts are stacking fast.
On Monday, U.S. spot ETH ETFs saw over $1 billion in daily inflows, shattering their previous record.
BlackRock’s fund alone pulled in $640M.
These ETFs now manage $10B+ and have seen just three days of net outflows since July.
Ethereum ETF Flows
As you’d expect, price action followed…
ETH blasted past $4,600 for the first time since 2021 - now less than 6% from its all-time high.
It’s up 26% this week, 50% over the past month, and is outpacing Bitcoin by a wide margin.
But ETFs are only half the story.
Corporate Ethereum treasuries are on a historic buying spree:
BitMine Immersion (BMNR) - already the largest ETH treasury - now holds 1.15M ETH worth ~$5B and just expanded its fundraising target to a staggering $24.5B.
SharpLink Gaming (SBET) has raised nearly $900M in the past week and is pushing its holdings past $3B.
Together with other treasury firms, they now hold ~8% of ETH’s supply - up from zero in April - and Standard Chartered says that could hit 10%.
Layer on the macro tailwind: Tuesday’s CPI print juiced bets for a September Fed rate cut.
September Rate Cut Odds Now Up To 94.7%
Looser policy + record ETF demand + corporate hoarding = a full-blown demand shock.
Bottom line: This isn’t just another rally. ETH is being vacuumed up by ETFs, treasuries, and institutions faster than the network can mint it.
How high can it go? We’ll break that down next. 🔥
Learn from this investor’s $100m mistake
In 2010, a Grammy-winning artist passed on investing $200K in an emerging real estate disruptor. That stake could be worth $100+ million today.
One year later, another real estate disruptor, Zillow, went public. This time, everyday investors had regrets, missing pre-IPO gains.
Now, a new real estate innovator, Pacaso – founded by a former Zillow exec – is disrupting a $1.3T market. And unlike the others, you can invest in Pacaso as a private company.
Pacaso’s co-ownership model has generated $1B+ in luxury home sales and service fees, earned $110M+ in gross profits to date, and received backing from the same VCs behind Uber, Venmo, and eBay. They even reserved the Nasdaq ticker PCSO.
Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.
A REALISTIC ETHEREUM PREDICTION 🧪
Ethereum could realistically hit $30,000 this cycle.
And that’s not our call - that’s straight from Wall Street legend Tom Lee.
He’s the man behind BitMine’s Ethereum treasury strategy, copying Saylor’s Bitcoin playbook but aiming to accumulate 5% of the entire ETH supply… and doing it 12x faster.
Lee believes Ethereum could not only hit $30,000 this cycle - but even 100x from today’s price.
This isn’t wild speculation.
Back in 2017, he called Bitcoin’s 100x move when it was just $1,000…
He nailed it.
Now, he says Ethereum is having its own Bitcoin 2017 moment.
In our latest YouTube video, we break down 5 reasons ETH is set to explode in 2025 & how it could realistically hit $30,000 this cycle.
With near-zero new issuance, almost 30% of ETH locked in staking, and institutional demand exploding… the setup is unlike anything we’ve seen before.
If Lee’s right, $30k ETH might just be the base case.
To check out the full video (one of our best yet) watch it below.
ANOTHER ALL-TIME HIGH? 🤯
Today we’ll be taking a look the overall stablecoin supply.
Stablecoins are the backbone of crypto liquidity, used for seamless trading and instant cross-border transactions.
The chart below tracks the aggregate change in the total stablecoin market cap.
🟢 Increased stablecoin supply: increased demand and capital inflows into the digital asset space 🐂
🔴 Contractions in stablecoin supply: net capital outflows from digital assets 🐻
Two weeks ago, the total stablecoin supply was $231.78B.
Today? $234.57B.
That’s a $2.79B jump in just 14 days - and a new all-time high. 🚀
Since January 1st, supply has ballooned by $49.53B. 🤯
Let that sink in…
But why do we even care about stablecoins?
Because stablecoins aren’t just digital dollars - they’re dry powder.
Fresh capital. Parked on-chain. Locked. Loaded.
And history is clear: stablecoin supply doesn’t chase rallies… it starts them.
They’re not the aftermath of bull runs - they’re the spark. 🔥
CRACKING CRYPTO 🥜
Monero hit by critical 51% attack as Qubic gains control of network. Monero suffers from chain reorganization and potential takeover as Qubic expansion draws scrutiny from privacy advocates.
Kazakhstan’s Fonte Capital Launches Central Asia’s First Spot Bitcoin ETF. The BETF fund, custodied by BitGo, will give investors in central Asia regulated, physically backed access to bitcoin through the Astana International Exchange.
Pantera Capital reveals it has invested over $300 million in crypto treasury companies. Crypto venture capital firm Pantera has invested over $300 million into digital asset treasury (DAT) companies to date.
USDC issuer Circle to launch new layer-1 Arc blockchain this year. USDC issuer Circle reported a 53% year-over-year increase in revenue and reserve income in Q2, and unveiled its layer-1 blockchain, Arc.
WHAT WE’RE READING 📚
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? ✍️
Select your answer below and you’ll be redirected to the results page. (answer explanation can be found after “Meme Corner”)
Historically, when has Bitcoin’s largest price surge often occurred in relation to a halving event? |
MEME CORNER 😂
Because what would the crypto world be without its share of memes?
Trivia Answer: 12–18 months after the halving 🥳
In past cycles, Bitcoin’s biggest bull runs have typically kicked in 12–18 months after the halving, as reduced supply meets growing demand. 🔥📊
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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.
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