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🥜 Summer accumulation
PLUS: We're so back? Ceasefire signed
Today’s edition is brought to you by Gemini
Get $25 in bitcoin when you trade $100.
GM to all of you nutcases. It’s Crypto Nutshell #649 goin’ long… 🏈🥜
We're the crypto newsletter that's more intense than surviving a frozen wasteland with only a hatchet and vengeance... ❄️🪓
What we’ve cooked up for you today…
🏦 Are we back?
☀️ Summer of accumulation
🧠 Smart money
💰 And more…
Prices as at 4:00am ET
ARE WE BACK? 🏦
BREAKING: Bitcoin, Ethereum and XRP Spike as Trump Says Iran, Israel Agree to Ceasefire
After a turbulent 72 hours, Bitcoin is back above $105,000.
The trigger?
A ceasefire.
President Trump declared a “complete and total ceasefire” between Iran and Israel.
Within minutes, Reuters confirmed it. And markets responded immediately.
Bitcoin spiked more than 7 percent.
Ethereum, Solana, XRP, and Dogecoin followed, each jumping 8 to 11 percent.
Just one day earlier, Bitcoin had plunged below $100,000 for the first time in 45 days.
This market can flip in an instant.…
Markets Smell Relief
Despite many thinking oil prices would spike in response to the geopolitical tensions, it actually collapsed from $77 to $65.
The S&P 500 climbed back above 6,000.
Gold remained flat.
And risk assets are breathing again.
Traders are also betting on rate cuts.
Just a week ago, only 38 percent expected rates below 4 percent by November.
Now that number is 53 percent, according to CME’s FedWatch tool.
The Bottom Line
Bitcoin just faced airstrikes, retaliation, and peak panic.
And it’s climbing again…
Peace helps. Rate cut odds help more. But here’s the real story:
Bitcoin didn’t flinch. It rallied.
This wasn’t a fluke. It was a stress test.
And Bitcoin passed.
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SUMMER OF ACCUMULATION ☀️
Markets were rattled.
Bitcoin dropped. Altcoins bled. Tensions were rising.
But while the tourists panic…
Matt Hougan is buying.
The Bitwise CIO just tweeted:
“I think this is the Summer of Accumulation - a moment for long-term investors to build positions ahead of an epic EOY run.”
Translation?
This is noise.
Short-term fear.
Driven by headlines - not fundamentals.
What’s actually changed?
Nothing.
No shift in ETF inflows.
No change in long-term holder behaviour.
No loss of conviction from institutions.
In fact — it’s setting up exactly how 2020 did.
Summer weakness.
EOY strength.
Why It Matters
Matt isn’t a trader.
He’s a macro guy managing billions.
And when he talks, the smart money listens.
Final Take
War can shake markets.
Fear can create dips.
But cycles still rule.
And according to Hougan?
This one’s still just getting started.
So don’t just watch the sun go down.
Use it to load up. ☀️
SMART MONEY 🧠
For the tenth week in a row, digital asset funds saw net inflows of $1.24 billion.
That pushes year-to-date inflows to a new high of $15.1 billion.
Let’s break it down.
Bitcoin led the way with $1.1 billion in new inflows, marking its second straight week of heavy accumulation.
Ethereum extended its own hot streak, drawing $123.8 million for its ninth consecutive week.
That run now totals $2.2 billion - the longest since mid-2021.
Solana and XRP also saw modest inflows of $2.8m and $2.7m respectively.
The U.S. dominated regional flows, accounting for $1.25 billion of the total.
Canada followed with $20.9 million, then Australia with $16.6 million and Germany with $10.9 million.
Whilst Hong Kong, Sweden and Brazil saw outflows of $32.6m, $14.9m and $9.0m respectively.
But here’s the real takeaway:
Despite global volatility and geopolitical pressure, crypto isn’t flinching.
Capital is flowing in.
Conviction is rising.
And the smart money isn’t sitting on the sidelines.
This is what resilience looks like.
CRACKING CRYPTO 🥜
Major Ethereum, Solana, XRP losses cause chance of Altcoin Season to drop to 12 month low amid Bitcoin strength. Institutional investors gravitate to Bitcoin amid geopolitical tensions, altcoin interest wanes further, according to data.
As stablecoin bill heads to House, Senate shifts to market structure. Lawmakers in the US House of Representatives are expected to consider the GENIUS Act soon, while the Senate has shifted to discussing crypto market structure legislation.
Stock Hits Record High, Market Cap Nears USDC Stablecoin, Coinbase. Circle’s blistering rally reflects investor hunger for stablecoin exposure, but lofty valuation multiples are raising eyebrows.
Federal Reserve removes 'reputational risk' from bank examinations in a 'win' against crypto debanking. The Federal Reserve joins national banking regulators OCC and FDIC in ending reputational risk examinations for banks.
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”)
What date was the Bitcoin whitepaper published by Satoshi Nakamoto? |
MEME CORNER 😂
Because what would the crypto world be without its share of memes?
Trivia Answer: October 31, 2008 🥳
Satoshi dropped the Bitcoin whitepaper on Halloween 2008, outlining a peer-to-peer electronic cash system — and quietly changed the world. 👻🪙
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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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