GM to all 84,827 of you. Crypto Nutshell #527 keepin’ the peace… 🕊️🥜

We're the crypto newsletter that's more chilling than trying to escape a sinister doppelgänger in the shadows... 🪞🔪

What we’ve cooked up for you today…

• 🏦 The endless bid

• ♾️ It’s going up forever

• 😱 The streak comes to an end

• 💰 And more…

What’s in the Crypto Nutshell Portfolio?

THE ENDLESS BID 🏦

BREAKING: MicroStrategy buys another 1,070 bitcoin for $101 million, bringing holdings to 447,470 BTC

We all knew this was coming…

For the 9th week in a row, MicroStrategy bought even more Bitcoin. 🤯

This time MicroStrategy acquired an additional 1,070 Bitcoin for ~$101 million. (Average price of ~$94,004 per BTC)

This brings MicroStrategy’s total holdings to 447,470 Bitcoin, acquired for ~$27.97 billion. (Average price of ~$62,503 per BTC)

With this latest purchase, MicroStrategy now holds 2.13% of Bitcoin’s total 21 million supply.

And at today’s prices, MicroStrategy’s Bitcoin holdings are worth ~$45.68 billion.

Which means they’re sitting on unrealized profits of ~$17.71 billion.

As we mentioned at the start, this also marks the 9th week in a row that MicroStrategy has purchased Bitcoin.

The previous 8 weeks being:

• December 29: 2,138 Bitcoin for $209 million

• December 22: 5,262 Bitcoin for $561 million

• December 15: 15,350 Bitcoin for ~$1.5 billion

• December 8: 21,550 Bitcoin for ~$2.1 billion

• December 1: 15,400 Bitcoin for ~$1.5 billion

• November 24: 55,500 Bitcoin for ~$5.4 billion

• November 17: 51,780 Bitcoin for ~$4.6 billion

• November 10: 27,200 Bitcoin for ~$2.03 billion

This list is ridiculous.

In total, that’s over $18 billion worth of Bitcoin purchased over the last 9 weeks.

Mind blowing numbers…

But it’s worth pointing out that the purchases have been getting smaller & smaller over the last 4 weeks.

Is Saylor potentially running out of ammo? 🤨

Regardless, the buys are still absolutely enormous compared to anyone else.

Now the question is…

How many weeks in a row will Saylor & MicroStrategy keep this up?

OUT-RETURN BITCOIN THIS CYCLE 🚀

Since creating the Crypto Nutshell Pro Portfolio:

• Bitcoin is up +65.30%

• Ethereum is up +57.58%

• The Crypto Nutshell Pro Portfolio is up +133.59%

So far, we’ve been outperforming Bitcoin by over 2x.

Last month we gave our Pro members 1 hidden gem altcoin recommendation.

Since then, that coin is already up +270.94% 🤯

We don’t claim to know the future.

But we do know 2025 is the part of the bull run where altcoins start drastically outperform.

In 2024, we opened the doors to the Crypto Nutshell Portfolio to it’s first 100 members.

To celebrate the new year, in 48 hours we’re opening up another 25 spots.

If you’re interested in altcoin coverage, buy recommendations & want to outperform Bitcoin, click below to join the waitlist:

Once the 25 open slots are gone, they’re gone.

First in, first served. (Crypto Nutshell has 85,000+ daily readers, you do the math)

IT’S GOING UP FOREVER ♾️

Bitcoin is going up forever.

This can be proven with just 3 charts.

That’s the latest out of macroeconomic expert Raoul Pal.

Raoul Pal is a macroeconomic expert with one of the best track records in crypto.

He uses his decades of experience as a macroeconomic analyst to predict trends into the future.

So far this cycle, his predictions have been spot on.

Today, he dropped charts that break down why Bitcoin’s price is going to go up forever. (or at least the next 10 years)

Now stick with us, this gets a little complicated…

The first chart Raoul dropped was: US Labor Force Participation Rate vs. US Government Debt as a % of GDP:

US Labor Force Participation Rate measures the percentage of the population that is currently employed.

As you can see from the chart, it’s very inversely correlated with US Government Debt as a % of GDP.

Put simply: as the Labor Force Participation Rate decreases, US Government Debt increases.

Now the great thing about the U.S. Labor Force Participation Rate is that it can be projected into the future.

Raoul does this using his second chart:

As you can see, the Labor Force Participation Rate is almost perfectly correlated to the US Birth Rate.

This is good & all, but why does it mean Bitcoin is going up forever? 🤨

Here’s why:

We know that, over the next 10 years or so, the U.S. Labor Force Participation Rate is going to decline along with the US Birth Rate.

We also know that as the U.S. Labor Force Participation Rate decreases, US Government Debt increases.

Do you know what else increases as US Government Debt increases?

The price of Bitcoin:

Unless you believe these decade-long trends will reverse soon, Bitcoin's price direction over the next ~10 years is clear.

It won't rise in a straight line, but the trend is what matters.

The beauty of macroeconomics. 🌟

THE STREAK COMES TO AN END 😱

The inflow streak is over.

Last week Digital asset funds saw net outflows totalling $75 million.

Let’s break it down.

Bitcoin wasn’t the focus for once…

Ethereum saw the majority of outflows with $49.6 million for the week.

Whilst Bitcoin “only” saw outflows of $25 million for the week.

Surprisingly XRP came out on top this week, experiencing inflows $5.7 million.

The United States saw the majority of inflows, with $196 million coming in for the week.

Switzerland and Australia were the only other countries that saw inflows with $8.4m and $1.1m respectively.

Whilst Canada, Germany and Sweden all saw outflows of $212.9m, $40.6m & $16.2m respectively.

2024 was a ridiculous year for digital asset funds all around the world.

In fact 2024 saw a record $44.2 billion in inflows globally, which is 4x the prior record set in 2021.

Pretty much all the attention was focused on the US Bitcoin ETFs which saw $38 billion in inflows for the year.

Ethereum also had an impressive year (despite a slow start), seeing $4.8 billion in inflows.

Ethereum’s 2024 inflows were 2.4x the total seen in 2021 and 60x the total seen in 2023.

Altcoins (excluding Ethereum) saw a combined $813 million in inflows in 2024.

Keep in mind…

This was only “year 1” of institutional adoption.

We’re just getting started. 😎 

CRACKING CRYPTO 🥜

Bitcoin advocate Pierre Poilievre leads as Canada's next PM on Polymarket but lags on Kalshi. Pierre Poilievre's crypto advocacy could shape Canada's financial future amid rising voter interest.

Solana 24-hour DEX volume beats Ethereum, Base combined. The layer-1 network clocked nearly $3.8 billion in trading volume in the past 24 hours, according to DefiLlama.

Bitcoin Returns Above $100K as Early 2025 Crypto Rebound Continues. Altcoin majors, including ether and solana, also rose sharply.

Winklevoss-led Gemini Trust Co. agrees to pay $5 million to settle CFTC charges in proposed order. The agency said Gemini made untrue statements between July 2017 and December 2017 to the CFTC when it was being evaluated for a bitcoin futures contract.

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) - Twice weekly 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: B) $4,721.07 🥳

Ethereum’s all time high is $4,721.07

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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.