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20 May 2025
May Weekly Update #3
[1/4] May 12th to 18th Recap:
▫️Strategy acquired an additional 13,390 BTC for $1.34B at $99,856 per BTC
▫️Coinbase announced as 1st crypto firm to join the S&P 500
▫️FTX Recovery Trust announced plan to pay over $5B to creditors in 2nd distribution on May 30
▫️Twenty One Capital purchased 4,812 BTC for $458.7M at an average price of $95.3K via Tether
▫️Singapore’s Basel Medical Group announced $1B BTC acquisitions for corporate treasury
▫️Dubai government announced move to accept crypto payments through Crypto. com partnership
▫️Nasdaq-listed GD Culture Group announced $300M share sale to acquire BTC & TRUMP
▫️Cyber criminals bribed overseas support agents to steal Coinbase customer data
▫️Nakamoto Holdings raised $710M & announced merger with KindlyMD to establish BTC Treasury
▫️Thailand announced plan to issue $150M digital investment “G Token”
▫️SEC delayed Grayscale spot Solana ETF
▫️Sonic Labs secured court order to liquidate Multichain Foundation to recoup losses from $210M exploit
▫️Anchorage Digital announced plan to acquire USDM issuer Mountain Protocol in stablecoin expansion move
▫️VanEck launched the VanEck Treasury Fund (VBILL) with Securitize on AVAX, BNB, ETH, & SOL
▫️Yuga Labs sold CryptoPunks IP to the Infinite Node Foundation
▫️Tether's USDT supply surpassed $150B
▫️Aave's TVL hit a new ATH at $25B
▫️Stablecoin usage on Base hit a new ATH in Q1 '25 with $3.81T in quarterly tx volume
▫️ETH stablecoin volume hit a new ATH in April at $908B
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CryptoCalibur retweeted
1 Oct 2025
Now you can track your NFTStrategies portfolio directly here nftstrategy.fun/portfolio thanks to @token_works devs.
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12 Jun 2025
June Weekly Update #1
[1/4] June 2nd to 8th Recap:
▫️Strategy offered new $250M Stride (STRD) preferred stock to fund more BTC buys
▫️Metaplanet issued 555 million shares of moving-strike warrants, expected to generate $5.4B to buy additional BTC
▫️Robinhood completed acquisition of Bitstamp crypto exchange
▫️The Blockchain Group bought close to $70M of BTC, taking total holdings to 1,471 BTC
▫️Pump.fun announced plan for $1B token sale at $4B FDV
▫️Circle ended 1st trading day as a public company with 47,109,641 shares traded, & the stock closing at $83.23 per share, 168% up from the IPO price of $31
▫️JPMorgan announced plan to offer clients financing against crypto ETFs
▫️World Liberty Financial airdropped USD1 tokens to WLFI token holders
▫️Truth Social filed for BTC ETF: proposal to list & trade shares under NYSE Arca Rule 8.201-E
▫️Chinese firm Webus filed with US SEC for possible $300M XRP treasury plan
▫️Polymarket's monthly volume rose above $1B in May, the highest level since Jan 2025
▫️Rails raised $14M from backers including Kraken to launch crypto exchange
▫️Hyperliquid reached 80% of DeFi perp market share
▫️Perp DEXs hit a record $382.3B in volume in May, up from $234.2 B in May 2024
▫️ETH’s weekly engagement jumped 16.95% to hit a new ATH as 17M addresses engaged with the ETH ecosystem last week
▫️Stablecoins revealed to account for over 80% of total spot trading volume in 2025
▫️New data revealed that there are 50M different crypto tokens currently in circulation
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12 Jun 2025
[3/4] June 9th to 15th Upcoming Events:
▪️June 11 - US inflation announcement 🇺🇸
▪️June 12 - APT, $56M token unlock 🔓
▪️June 12 - IMX, $13M token unlock 🔓
▪️June 15 - STRK, $18M token unlock 🔓
▪️June 15 - SEI, $11M token unlock 🔓
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12 Jun 2025
[4/4] Nota Bene:
A reversal of the previous week’s performance saw BTC trading up around 4% WoW. Interestingly, despite a spate of large-scale BTC purchase/treasury announcements (Strategy, Metaplanet, Twenty One Capital et al), US BTC ETFs saw $131M in outflows while US ETH ETFs continued their strong run amassing $281M worth of inflows over the week.
Globally, digital asset investment products saw $224M in inflows, the US led with $175M of total inflows followed by Germany with $47.8M & Switzerland with $15.7M. BTC saw a second consecutive week of modest outflows totalling $56.5M while ETH saw $296.4M in total inflows.
The lack of demand for BTC showcased policy uncertainty keeping institutional investors on the sidelines. However, the significantly bullish news was Circle going public in a 25x oversubscribed IPO which led to the stock rallying to over 300% the listed price. Circle’s IPO & 1st day of trading highlighted both institutional & retail interest in the trending stablecoin sector narrative.
In terms of what's ahead, the US inflation report always has the potential to cause market moves (despite 2 cool readings over the past 2 months) while any US trade negotiation related announcements may also lead to sudden market moves.
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20 May 2025
May Weekly Update #3
[1/4] May 12th to 18th Recap:
▫️Strategy acquired an additional 13,390 BTC for $1.34B at $99,856 per BTC
▫️Coinbase announced as 1st crypto firm to join the S&P 500
▫️FTX Recovery Trust announced plan to pay over $5B to creditors in 2nd distribution on May 30
▫️Twenty One Capital purchased 4,812 BTC for $458.7M at an average price of $95.3K via Tether
▫️Singapore’s Basel Medical Group announced $1B BTC acquisitions for corporate treasury
▫️Dubai government announced move to accept crypto payments through Crypto. com partnership
▫️Nasdaq-listed GD Culture Group announced $300M share sale to acquire BTC & TRUMP
▫️Cyber criminals bribed overseas support agents to steal Coinbase customer data
▫️Nakamoto Holdings raised $710M & announced merger with KindlyMD to establish BTC Treasury
▫️Thailand announced plan to issue $150M digital investment “G Token”
▫️SEC delayed Grayscale spot Solana ETF
▫️Sonic Labs secured court order to liquidate Multichain Foundation to recoup losses from $210M exploit
▫️Anchorage Digital announced plan to acquire USDM issuer Mountain Protocol in stablecoin expansion move
▫️VanEck launched the VanEck Treasury Fund (VBILL) with Securitize on AVAX, BNB, ETH, & SOL
▫️Yuga Labs sold CryptoPunks IP to the Infinite Node Foundation
▫️Tether's USDT supply surpassed $150B
▫️Aave's TVL hit a new ATH at $25B
▫️Stablecoin usage on Base hit a new ATH in Q1 '25 with $3.81T in quarterly tx volume
▫️ETH stablecoin volume hit a new ATH in April at $908B
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20 May 2025
[3/4] May 19th to 25th Upcoming Events:
▪️May 19 - Coinbase added to the S&P 500 index 📈
▪️May 19 - PYTH, $24M token unlock 🔓
▪️May 22 - US Initial jobless claims results 🇺🇸
▪️May 22 - MRS, $176M token unlock 🔓
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20 May 2025
[4/4] Nota Bene:
In line with last week's prediction, the past 7 days saw mostly sideways price action with BTC currently trading 0.8% up at time of writing. The US inflation rating came in softer than expected, especially considering economists had expected tariff related increases that didn't show in this month's CPI reading of 2.3% YoY & 0.2% MoM.
There was another strong week of US ETF flows as BTC ETFs drew in $608M while ETH ETFs amassed $41M of inflows. Globally, digital asset investment product inflows hit $785M with BTC seeing 557M worth of inflows while ETH saw $205M in inflows, driven by the Pectra upgrade & leadership changes. Regionally, there were significant inflows in the US ($608M) & Germany ($86.3M) while Sweden, Canada, & Brazil saw outflows. Looking forward as major equity indices rallied considerably last week & there are no obvious near-term crypto price catalysts, another week of consolidation looks most likely.
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6 May 2025
May Weekly Update #1
[1/4] April 28th to May 4th Recap:
▫️Strategy acquired an additional 15,355 BTC for $1.42B at $92,737 per BTC
▫️Tether revealed quarterly operating profit over $1B in Q1 2025, & holdings close to $120B in U.S. Treasuries
▫️Kraken announced Q1 revenue hit $472M, marking a 19% year-over-year increase
▫️Strategy announced plan to offer up to $21B in class A stock via ATM sales agreement
▫️Metaplanet revealed plan to establish US subsidiary, capitalized with $250M to fund BTC treasury strategy
▫️Libre & TON Foundation launched $500M Telegram Bond Fund ($TBF) on TON Blockchain
▫️EU announced plan to ban anonymous crypto accounts & currencies by 2027 under new AML rules
▫️Arizona Legislature passed Bitcoin reserve bills
▫️SEC ended investigation into PayPal’s PYUSD stablecoin
▫️Mango Markets exploiter Avaraham Eisenberg sentenced to 52 months in prison
▫️Coinbase launched the institutional Coinbase Bitcoin Yield Fund offering 4% to 8% yield on BTC
▫️Crypto VC dao5 closed $222M second fund after investments in Berachain & Bittensor
▫️Camp Network raised $25M for AI blockchain platform helping firms collect AI copyright royalties
▫️Andreessen Horowitz led $25M round for ZK privacy project Miden, an offshoot of Polygon Labs
▫️Quarterly tx fee revenue on ETH revealed to be down 95% from ATH in Q4 2021
▫️SOL shown to have outpaced every other chain in revenue generation for Q1 2025
▫️Circle's stablecoin supply shown to be up 37.22% since early 2025
▫️15.4M unique addresses interacting with a chain in the ETH ecosystem in a given week represented a new ATH
▫️ETH researcher Dankrad Feist proposed 100-fold 'exponential' gas limit boost to improve mainnet scaling
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6 May 2025
[3/4] May 5th to 11th Upcoming Events:
May 5 - ENA, $50M token unlock 🔓
May 7 - KAS, $13M token unlock 🔓
May 7 - US interest rate announcement 🇺🇸
May 7 - Ethereum’s Pectra Upgrade Mainnet Activation
May 9 - MOVE, $8M token unlock 🔓
May 11- LAYER, $80.5M token unlock 🔓
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6 May 2025
[4/4] Nota Bene:
Global markets generally had a positive week as BTC tread water price-wise & closed the week neutral WoW despite strong flows into ETFs. US BTC ETFs recorded $1.8B worth of inflows while US ETH ETFs also recorded another positive week with $108M worth of inflows.
Globally, digital asset investment products recorded a third consecutive week of inflows worth $2B with BTC recording $1.8B worth of inflows while ETH saw $149M worth of inflows.
Strength in both traditional & digital asset markets was partly caused by a surprisingly strong Big Tech earnings season compounded by a strong US jobs report that highlighted the relative strength of the US economy despite lingering tariff threats.
Looking forward, with the Fed rate announcement in the week ahead along with the consensus being that rates will hold steady; the tone of the economic guidance given by Fed Chair could result in notable market movements soon afterwards.
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29 Apr 2025
April Weekly Update #5
[1/4] April 21st to 27th Recap:
▫️Strategy acquired an additional 6,556 BTC for $555.8M at $84,785 per BTC
▫️Cantor struck $3B crypto venture deal with Softbank & Tether
▫️DeFi Development Company, filed $1B shelf offering with SEC to boost SOL treasury
▫️SOL Strategies secured $500M convertible note facility to expand SOL holdings
▫️U.S. Federal Reserve withdrew guidance for banks related to their crypto-asset & dollar token activities
▫️DeFi Development (JNVR) raised SOL holdings to $48M with discounted token purchase via BitGo
▫️Tether announced additional share purchases in Juventus FC to cross 10% stake
▫️BlackRock’s BUIDL fund surpassed $2.3B in supply, one month after crossing the $1B mark
▫️Mantle launched $400M Mantle Index Four (MI4) fund with Securitize as tokenization partner
▫️21Shares filed for SUI ETF & Bitwise registered a NEAR ETF in Delaware
▫️RockawayX raised $125M for 2nd fund to primarily invest in Solana projects
▫️Paradigm injected close to $50M into decentralized AI startup Nous Research at $1B valuation
▫️Paradigm-backed restaking protocol Symbiotic raised $29M in Series A funding
▫️Stablecoin transaction volumes revealed to have eclipsed Visa's for the first time in 2024 at close to $14T
▫️Messari revealed that 6 entities currently issue over 90% of all tokenized treasuries
▫️TRON network surpassed $70B in circulating USDT
▫️Applications on BNB revealed to have generated $170.2M in fees during Q1 2025
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29 Apr 2025
[3/4] April 28th to May 4th Upcoming Events:
▪️April 30 - OP, $25M token unlock 🔓
▪️April 30 - Hong Kong's BTC & ETH ETFs to begin trading 🇭🇰
▪️May 1 - SUI, $266M token unlock 🔓
▪️May 1 - ZETA,, $11M token unlock 🔓
▪️May 2 - ENA, $14M token unlock 🔓
▪️May 2 - US unemployment rate announcement 🇺🇸
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29 Apr 2025
[4/4] Nota Bene:
Trump softening his tone on China & displaying a willingness to negotiate led to a positive week for crypto & the markets broadly. As a result, the total crypto market cap & BTC both recorded over 10% WoW gains with BTC touching $95.3k before trading at around $94k at the time of writing.
ETF flows matched the bullish sentiment as US BTC ETFs generated $3.03B worth of inflows while ETH ETFs drew in a comparatively low $156M of inflows highlighting the narrative issues ETH is facing. Globally, digital asset investment products saw a total of $3.4B last week, the 3rd largest inflows on record, & the largest inflows since mid-December 2024. BTC products attracted $3.18B in inflows while ETH products saw $183M worth of inflows breaking an 8-week run of outflows.
BTC specifically benefited from the macro developments & other positive news including Cantor Equity Partners’ announcement of a BTC holding company (Twenty One Capital). Interestingly, BTC promisingly moved sharply inverse to gold, a trend which could cement the digital asset’s position in a range of client portfolios if it remains constant.
While tariff-related headline risks remain in the week ahead it will be worth paying attention to see if macro news such as a potentially weaker US unemployment announcement on Friday impacts prices.
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15 Apr 2025
April Weekly Update #3
[1/4] April 7th to April 13th Recap:
▫️Trump signed resolution to repeal IRS DeFi broker crypto rule
▫️Over $1B worth of liquidations on Monday
▫️Ripple acquired multi asset prime broker Hidden Road for $1.25B
▫️Galaxy Digital received SEC approval for U.S. listing, with Nasdaq debut in May outlined
▫️US Justice Department disbanded crypto enforcement unit
▫️Jack Dorsey’s Block fined $40M for KYC/ AML & crypto compliance failures
▫️CryptoPunk trader pleaded guilty to hiding $13M profits from IRS, faces up to 6 years in prison
▫️SEC approved options on multiple spot ETH ETFs
▫️US Senate confirmed Paul Atkins to lead the SEC under Trump
▫️New York judge ruled against most of DCG’s motion to dismiss NYAG’s civil securities fraud suit
▫️SEC dropped unregistered securities claims against Helium tokens after Nova Labs agreed to $200k settlement
▫️21Shares filed S-1 for Dogecoin ETF
▫️BlackRock added Anchorage Digital as new crypto custodian
▫️Binance announced plan to launch LDUSDT, a second 'reward-bearing margin asset' for its futures platform
▫️Ben Leventhal raised another $50M for crypto dining app Blackbird
▫️Magic Eden acquired crypto trading app Slingshot
▫️Former Ethereum Foundation developer Virgil Griffith released from prison
▫️Daily active addresses on Sui Network jumped to 2.2M
▫️Data revealed that Raydium accounts for close to 50% of total DEX volume on Solana in 2025
▫️MegaETH revealed to lead EVM chains in computational throughput
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15 Apr 2025
[3/4] April 14th to 20th Upcoming Events:
▪️April 15 - STRK, $16M token unlock 🔓
▪️April 15 - “Vitalik: An Ethereum Story,” premiers globally on Apple TV & Prime Video 📺
▪️April 15 - SEI, $10M token unlock 🔓
▪️April 16 - ARB, $28M token unlock 🔓
▪️April 17 - Slashing goes live on EigenLayer mainnet
▪️April 18 - TRUMP, $325M token unlock 🔓
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15 Apr 2025
[4/4] Nota Bene:
With the markets in a state of uncertainty due to the developing trade tariff wars, a 90 day pause in tariffs for most countries by the US was viewed favorably as BTC climbed around 5% WoW.
Despite the price gain, US BTC ETFs lost $707M while ETH ETFs lost $82M over the 4 day period with available reporting data. Globally, digital asset investment products saw $795M in outflows last week
While the overall macro outlook remains uncertain, crypto industry-specific developments continue in a positive trend as regulatory clarity around stablecoins (non-interest bearing), crypto-friendly appointments, & the DoJ pulling back on non-criminal oversight are all positive for the space. Additionally BTC on-chain data (30-day sum of long-term holdings) showed long-term holders accumulating at current price levels which shows that a significant cohort sees value at these price-levels.
Looking forward, volatility is expected to continue in the week ahead, with any tariff updates on China or otherwise potentially being the main catalysts behind sharp moves in either direction.
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