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BREAKING: Bitcoin Rally Fueled by Perfect Macro Storm

Bitcoin just hit a new all-time high above $126,000, but the real fireworks are happening elsewhere - in the mining stocks.

Hive Digital surged 25%, Bitfarms jumped 14%, Riot Platforms climbed 10%, and CleanSpark and Marathon each tacked on around 7–9%.

Some of these firms now hold tens of thousands of BTC on their balance sheets - and investors are treating them like leveraged Bitcoin ETFs with added upside.

So what’s causing this sudden crypto rally?

Analysts are calling it “a perfect storm of macro tailwinds” - a U.S. government shutdown, record ETF inflows, a weakening dollar, and tightening supply across exchanges.

As Deribit’s Jean-David Péquignot put it:

Meanwhile, the “debasement trade” is in full swing - as investors flood into Bitcoin, gold, and mining stocks to protect against currency erosion and fiscal chaos.

AI is adding even more fuel.

With miners like Cipher and Hive now supplying power and compute to major AI companies (even Google’s buying in).

Investors are starting to see miners not just as Bitcoin proxies, but as owners of scarce infrastructure: energy, grid access, and high-performance computing capacity.

Lee Bratcher of the Texas Blockchain Council summed it up best:

And with Bitcoin ETFs pulling in a record $3.2B last week, liquidity is flooding in just as supply continues to tighten.

The bottom line?

Bitcoin’s breaking records while the perfect storm is brewing. ⚡️

After weeks of some more quiet action, massive inflows into Ethereum ETFs are back.

Institutions are returning - and they’re buying hard.

The latest data shows ETF inflows spiking across the board: iShares, Fidelity, Bitwise, and 21Shares are all stacking ETH again.

But that’s only half the story.

Ethereum treasury companies - the institutional whales led by Tom Lee and BitMine - are still quietly hoarding supply.

Their cumulative holdings are now approaching 4 million ETH, with BitMine alone holding over 2.5 million ETH.

And that number keeps climbing week after week.

So here’s the setup:

The setup is obvious.

Ethereum’s biggest players are back - and they’re not planning on selling.

They’re loading up for what comes next. 🐳

Digital asset funds just logged their largest weekly inflow ever - $5.95 billion.

That surge sent total assets under management to a new all-time high of $254 billion.

Let’s break it down.

Bitcoin led the charge with $3.55 billion flowing in - its biggest weekly haul on record.

Ethereum followed close behind, attracting $1.48 billion and pushing its year-to-date inflows to $13.7 billion, nearly triple last year’s record.

Solana smashed its own weekly record too, pulling in $706 million, while XRP rounded out the rally with $219 million.

From a regional perspective, the U.S. saw the most significant inflows, totalling $5.03 billion. (Again… That’s another record…)

Switzerland also saw substantial inflows of $563 million. (Another record…)

Whilst Germany, Canada and Australia saw inflows of $311.5m, $32.1m and $6.3m respectively.

Records were shattered all across the board last week.

CoinShares notes that this surge in inflows was likely due to a delayed response to the Fed’s rate cut, compounded by very weak employment data.

On top of this we have the ongoing US government shutdown that’s shaking confidence.

The takeaway is simple: when uncertainty rises, investors seek safety.

Morgan Stanley's new investment guidance could channel up to $80B into Bitcoin. Banking giant Morgan Stanley advocates a 2% to 4% Bitcoin allocation, signalling a shift to mainstream acceptance

Solana Company builds $530 million SOL war chest amid growing corporate adoption. Forrmerly known as Helius Medical Technologies, the Nasdaq-listed firm now holds over 2.2 million SOL alongside $15 million in cash.

Galaxy One Opens for Business. The new GalaxyOne platform offers 4%–8% yields and unified trading across crypto, stocks and ETFs.

EU eyes crypto oversight under ESMA to end fragmented supervision. ESMA moves to centralize crypto regulation under MiCA, aiming to unify EU markets as countries clash over passporting and fragmented oversight.

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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.