Together with

GM to all of you nutcases. It’s Crypto Nutshell #866 rollin' on up… 🛺🥜

We're the crypto newsletter that's more unpredictable than a road trip where the hitchhiker is the safest person in the car… 🚗🎭

What we’ve cooked up for you today…

  • 🏦 Going mainstream - DoorDash announces stablecoin payments

  • 🎯 Never seen such a setup

  • 💣 Dry powder building - stablecoin supply hits new all-time high

  • 💰 And more…

Prices as at 4:25am ET

GOING MAINSTREAM 🏦

BREAKING: DoorDash to Pay Delivery Workers in Stablecoins via Stripe's Tempo Blockchain

DoorDash is going to pay its delivery workers and merchants with stablecoins in over 40 countries.

The company is using Tempo, a blockchain built by Stripe and Paradigm, to make it happen.

The focus is on faster, cheaper payments, especially across borders.

Right now, workers and merchants often wait days to get paid.

They lose money on currency fees and middlemen along the way.

But with stablecoins, payments settle in seconds using digital dollars. No more waiting around to get paid and no more hidden fees.

"If we can get merchants and Dashers their money faster, and do that in a way that's affordable for them, that's a no-brainer," said DoorDash co-founder Andy Fang.

The scale here is huge...

DoorDash handled 903 million orders in the fourth quarter 2025. It moved $75 billion in sales for merchants last year.

This isn't a small crypto test. It's literally one of the biggest delivery apps on the planet putting stablecoins at the heart of how it moves money.

And they aren’t alone.

Stripe handles nearly $2 trillion in payments a year and is using Tempo as a core part of its system.

Visa signed on as a key partner. Mastercard paid $1.8 billion to buy stablecoin firm BVNK.

Coastal Bank and Latin American fintech ARQ are also on board.

The stablecoin market has now topped $300 billion. For years, stablecoins were mostly a crypto trading tool.

That's changing. They're now being used for real payments, payroll, and moving money across borders.

This is what real crypto adoption looks like. Faster, cheaper money moving around the world. 🚀

The AI Newsletter That Answers Your Questions in 5 Minutes

AI can do a lot, but most AI newsletters leave you wondering what’s actually worth trying. 

That’s where The Shift comes in. They don’t just tell you “what’s new” in AI. 

Every edition answers one question: What can you do with AI today that saves you time, money, or effort?

You’ll see real-world examples, step-by-step mini-guides, and instantly usable prompts under 5 minutes a day.

Plus free access to 3,000+ AI tools and 1000+ mega prompts so you can apply what you learn right away.

No hype, no wasted time, and no “just in case” news. If it’s in The Shift, it’s because it can make your work better today.

And right now, 3 subscribers win a free 1-year Claude Pro subscription. One click to enter.

NEVER SEEN SUCH A SETUP 🎯

DGMD, a well-respected crypto analyst and anonymous digital asset investor, just dropped one of the cleanest Ethereum bull cases we've seen this year.

His thesis comes down to a simple contradiction: Ethereum is one of the most heavily shorted assets on the planet. Close in magnitude to silver.

And yet, institutions have been accumulating it at a staggering pace behind the scenes.

Here’s exactly what he pointed out:

Now zoom out to the bigger picture.

DGMD's point is that the entire world of big banking is coming to the same realization at the same time. They must be on-chain. They must offer DeFi. They must integrate with real-world asset tokenization.

Or they simply won't survive the next decade of finance.

And Ethereum sits at the centre of all of it.

The dominant leader in RWAs. The dominant leader in DeFi. The only chain with credible neutrality at scale.

And as mainnet scaling continues to improve, the moat keeps widening.

Here's the kicker.

Ethereum's product-market fit has never been better.

The narrative has never been stronger.

The institutional accumulation has never been more aggressive. And the price has been doing nothing. For 5 years.

"It has been treading water waiting for the world to be ready for mass tokenization and smart contract utilization. And that moment is here."

DGMD

Setups like this don't come along often.

When you have structural accumulation this heavy, shorts this extreme, and a coiled price this tight all at the same time, something has to give.

"I've never seen such a setup."

DGMD

Neither has the rest of the market. Most people just don't realise it yet. 👀

DRY POWDER BUILDING 💣

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 🐻

Stablecoin supply just jumped to $271.28 billion.

That's a $3.58 billion increase from $267.70 billion two weeks ago - the largest two-week expansion we've seen in months.

And the year-to-date picture has completely shifted.

After spending most of 2026 in negative territory, stablecoin supply is now up $3.35 billion on the year.

This is capital returning with intent.

The hesitation we flagged in previous reports - the oscillation, the indecision - appears to be resolving. Three and a half billion in two weeks isn't a trickle. It's not sidelined capital cautiously dipping a toe back in. That's real inflow.

And $271.28 billion is a new high for the year. More stablecoins sitting on-chain right now than at any point since the October crash.

The dry powder argument has been building for months. But dry powder only matters when it starts moving. And right now, it's moving. 🔥

CRACKING CRYPTO 🥜

Bitcoin Resistance at $78K and $83K Could Cap Rally: Schwab. The Schwab Center for Financial Research warned that Bitcoin faces key resistance between $78,000 and $83,000 investor cost basis levels.

Kalshi Eyes Crypto Perpetual Futures Expansion. Kalshi plans to launch crypto perpetual futures, signaling a shift beyond prediction markets amid intensifying competition in regulated derivatives trading, according to The Information.

Crypto's great hope in Senate's Clarity Act still has a path to survive tight calendar. A sideshow stablecoin yield debate has dragged the market structure bill through months of delay, even as the Senate's available floor time diminishes for 2026.

Fed pick Warsh backs crypto’s place in finance as Warren raises ‘sock puppet’ concerns in hearing. “Digital assets are already part of the fabric of our financial services industry in the United States,” Warsh said.

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”)

MEME CORNER 😂

Because what would the crypto world be without its share of memes?

Trivia Answer: A representation of an asset from one blockchain that can be used on a different blockchain 🥳

Wrapped Bitcoin (WBTC) is the most well-known example — it's an ERC-20 token on Ethereum backed one-to-one by BTC held in custody. It allows Bitcoin holders to access Ethereum's DeFi ecosystem without selling their BTC.

GET IN FRONT OF 95,000+ CRYPTO INVESTORS

Advertise with Crypto Nutshell to get your product or brand in front of the crème de la crème of crypto investors. Crypto Nutshell readers are high-income earners who are always looking for unique or interesting offers.

HOW DID WE DO? 🤷

We read every comment submitted in this poll and love to hear what you guys have to say. 😁 (bonus points for suggestions 🍪)

Login or Subscribe to participate

NUTCASE REVIEW OF THE DAY 🔍

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

Avatar

or to participate

Keep Reading