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GM to the winners club. Crypto Nutshell Pro #97 chargin' in… 🐂🥜

If you’re new here, each Crypto Nutshell Pro is broken down into 2 sections:

  • 🔮 What’s coming? - Macro Outlook

  • Market Indicators: time to buy or sell?

The goal?

Help you understand exactly where we are in the cycle.

By now, you should have read through the following page: Read This First

(Click the button at the bottom of the page to continue the welcome series - there are 4 pages in total to read)

These give you a broad overview of the Crypto Nutshell Pro Portfolio and how we’re looking to play the second-half of this bull run.

And in case you missed last weeks Nutshell Pro, you can check that out here.

Now, let’s jump in…

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The Bad-News Rally 🐂

Bitcoin's at $81,033, up 4.95% on the week.

Ethereum's at $2,626, up 4.26%.

The market spent the week getting handed the two outcomes it had been dreading, and it went up anyway. (somehow)

Last Saturday we laid out the setup for you. Two binary events in two days, CLARITY in the Senate on Tuesday and the Fed on Wednesday, and a market already braced for the worse of the two.

Well, it got the worse of both.

CLARITY died on the Senate floor. The Fed hiked for the first time in over three years. Japan's central bank hiked too.

And by Friday Bitcoin had ripped nearly 6% in a single session and closed the week up almost 5%.

That's not supposed to happen.

A market that rallies on the exact news it feared is telling you something.

Bitcoin last 7 days: dropped near 75K around the Fed, then ripped to 81K

1. The Vote That Was Supposed To Matter Died

Let’s start with CLARITY.

It's the market-structure bill we've tracked all year, the one that would finally split oversight of crypto between the SEC and the CFTC and hand the whole industry a rulebook to build on.

On Tuesday it faced a procedural Senate vote, the kind that only decides whether the chamber is even willing to debate the thing.

It needed 60 votes. It got 49, against 50.

And the timing stings. Two days earlier, Trump had agreed to unprecedented ethics limits on his own crypto wealth to clear the single clause that had blocked the bill for two months.

He gave up the one thing standing in the way, and it still didn't move enough Democrats across the aisle.

So the bill the industry pinned its entire year on is, for this Congress, effectively dead.

A year of lobbying and a presidential concession, and it landed eleven votes short of even starting the conversation.

Bitcoin was sitting near $76,000 when that vote failed.

And instead of dropping, it turned around and ran.

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