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- 🥜 Time to buy
🥜 Time to buy
PLUS: Trade war escalates
GM to all of you nutcases. It’s Crypto Nutshell #595 writin’ magic… 🧙♂️🥜
We're the crypto newsletter that's more legendary than becoming king in a land where everything the light touches is yours... 🦁👑
What we’ve cooked up for you today…
😲 Tariffs are live
🛒 Time to think about buying
🌊 Liquidity is building
💰 And more…
Prices as at 4:35am ET
TARIFFS ARE LIVE 😲
BREAKING: Bitcoin relief rally fizzles as White House confirms 104% China tariffs
It’s official…
U.S. tariffs are now live worldwide.
But the real focus is on the growing feud between the U.S. and China.
As part of Trump’s executive order, Chinese goods are now facing a 104% total tariff.
The steepest rate we’ve seen in modern U.S. history.
Markets did not take the official confirmation well…
Bitcoin plunged to ~$74.6K after peaking at $80.8K earlier in the day.
Ethereum slid below $1,500. And U.S. equities gave up early gains to close deep in the red.
As we’ve been saying for weeks - no market is safe right now.
But it’s not just the tariffs weighing on markets.
Macro headwinds are now hitting from all sides:
The U.S. 10-year yield surged past 4.5% - bond markets are flashing warnings
GDP forecasts are slipping, with multiple quarters of contraction expected
Consumer sentiment has cratered to pandemic-era lows
Stocks are officially in bear market territory - and falling fast
The result?
Widespread uncertainty. Surging volatility.
Investors are scrambling to make sense of what’s quickly becoming a macro minefield.
And the pressure’s not letting up.
Tomorrow, the Bureau of Labor Statistics drops its next Consumer Price Index reading - a potential turning point in the chaos.
(If inflation comes in hotter than expected, another drop won’t be out of the ordinary)
So… is this a historic buying opportunity?
More on that in the next section…
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TIME TO THINK ABOUT BUYING 🛒
This week we saw the biggest red day for equities in 3+ years.
On-chain analyst Will Clemente is starting to get very, very bullish.
If you’ve got dry powder on the sidelines - now might be a time to start thinking.
In Will’s words:
“Getting freshly bearish in this region feels pretty silly. Downside is probably capped in upper 60s on BTC.”
Translation?
Even if Bitcoin drops a little further… the bulk of the pain is already over.
If you’re a crypto veteran, we’ve all seen this movie before:
Market panic 📉
Everyone flips max bearish 😱
Smart money quietly starts buying 🧠
Will’s not guaranteeing a full reversal yet - but these levels are clearly an opportunity.
So if you’ve been waiting for “a better entry”…
This might be your signal to start looking closer. 🔎
LIQUIDITY IS 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 🐻
Back on March 26, total stablecoin supply sat at ~$207.02B.
Today, we’re at $208.13B — up over $1.11B in just two weeks.
It gets better: four days ago, the stablecoin supply hit a new all-time high of $208.84 billion.
That brings year-to-date growth to $23.08B… and counting. 📈
So why does this matter?
Because stablecoin supply = market firepower.
When more stablecoins are on-chain, it means there's more cash on the sidelines waiting to be deployed.
That’s exactly the kind of setup that tends to precede altseason.
TL;DR: Money is flowing in. Liquidity is building. And the ammo for the next move is stacking up. 💥
CRACKING CRYPTO 🥜
First US-traded XRP ETF had 'a terrific response' on launch day, says Teucrim CEO. Sal Gilbert said the ETF targets aggressive traders who are bullish on XRP but do not have access to leverage through traditional margin accounts.
Bitcoin relief rally fizzles as White House confirms 104% China tariffs — Will BTC fall to new lows? Bitcoin heads toward new lows after the White House confirms 104% tariffs against China, but traders say BTC still trades in a “fair gap zone.”
DOJ Axes Crypto Unit as Trump’s Regulatory Pullback Continues. “The Department of Justice is not a digital assets regulator,” U.S. Deputy Attorney General Todd Blanche said in the Monday night memo.
Ethereum’s DEX volume halves since December peak as traders shift to cost-efficient alternatives. Despite the slowdown, decentralized exchanges still claim a growing share of spot trading, with newer platforms and Layer 2s helping offset Ethereum’s volume decline.
WHAT WE’RE READING 📚
Want to get even smarter? Check these out.
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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 does the "difficulty adjustment" in Bitcoin refer to? |
MEME CORNER 😂
Because what would the crypto world be without its share of memes?
Trivia Answer: Adjusting how hard it is to find a new block 🥳
The difficulty is a number that represents how difficult it is for miners to add new blocks of transactions to the blockchain. It adjusts every 2 weeks to ensure that it takes 10 minutes (on average) to add new blocks to the blockchain.
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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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