Today’s Nuggets
60 Days Under the Short-term Holders Realized Price
The Suits and Hoodies are Coming
MSTR & Proxies Front-Running Hyper-Bitcoinization
Insane Option Action for September 2025
Mallers the New Saylor on the Airwaves
DeFi Dev to Buy $1 Billion Worth of Solana, SolStrategies to Buy $500M
The Week the DXY Fell Out of Bed
This week has been crazy and historic!
Let us review the week that changed everything, and one that I expected to happen.
This has been crypto versus Bitcoin in the last seven days, and not much has happened as everything keeps creeping up in unison.
Bitcoin is sometimes faster and sometimes slower than other assets. It is all over the place, but the real story is very different.
The ETFs had a monstrous week!
This is one of the biggest weeks we have seen in a very long time. The ETFs finished the week pulling in $3 billion. This would buy you approximately 36,580 Bitcoin - a big bag.
This is also a crazy week where treasuries are absolutely going insane and game theory is full-on happening.
We frequently discuss the short-term holder cost basis and how it has been below the realized price from February through April 2025.
For 60 days, it has been under the short-term holder realized price, and we have an exact replica of the same situation between August and October 2023.
Why do we care? Because during a bull run,
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