👀 Bitcoin Nears ATHs... But Why Is It So Quiet?
PLUS: Crypto TVL Hits A New All-Time High
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In today's newsletter:
💡 Bitcoin Nears All-Time Highs… But Nobody’s Talking About It?
📣 Metaplanet Acquires 1,005 Bitcoin
📈 Crypto TVL Hits Hits A New All-Time High
Let’s dive in!
💡 Insight
Bitcoin Nears All-Time Highs… But Nobody’s Talking About It?
Bitcoin is almost at a new all-time high — but weirdly, the crypto space feels… quiet. No hype. No FOMO. Just silence.
Here’s what that actually means — and why it could be huge for smart investors like you:
Nobody’s searching for “Bitcoin” right now.
📉 Google searches for “Bitcoin” and “crypto” are super low.
📉 Trading activity on exchanges is down.
📉 Retail (small investor) demand is the lowest it’s been in 6 months.
That’s really unusual for a bull market.
Retail investors are burned out
Most everyday investors are still cautious — or sitting on the sidelines.
They missed the pump, got scared by past crashes, and haven’t come back in yet.
That’s why the market feels so quiet right now.
But guess who is buying?
✅ Institutions.
BlackRock and Fidelity are pouring billions into Bitcoin ETFs.
Banks are starting to use BTC as collateral.
Big players are locking in custody with Coinbase and Fidelity.
Smart money is loading up — quietly.
Long-term holders are stacking sats
People who’ve held Bitcoin for years are now buying even more.
Onchain data shows serious accumulation — just like we saw in late 2024… right before Bitcoin took off.
Global tensions are easing + the economy is rebounding
Manufacturing and services are up.
Global money supply is rising.
That’s will reduce fear and bring confidence back into markets.
So what’s the play here?
Retail investors = still scared 😨
Institutions = buying quietly 📈
Macro conditions = getting better fast 🌍
Altcoins are still cheap compared to Bitcoin. Only 8% have outperformed BTC lately — which means huge upside potential ahead.
This could be one of the best setups we’ve seen in years.
Stay sharp, stay early.
📣 Update
Metaplanet Acquires 1,005 Bitcoin
Last week, the fifth largest corporate bitcoin holder, announced it is raising $515 million from capital raises.
The company issued $208 million in bonds to finance further Bitcoin purchases.
The bond issuance aims to raise capital specifically for expanding its Bitcoin position.
This move reflects Metaplanet’s ongoing strategy to leverage debt for crypto accumulation.
The news highlights continued institutional-style investment activity in Bitcoin
📈 Signal
Crypto TVL Hits A New All-Time High
With ~$375B, there is now more value locked across public blockchain networks than at any time before in history.
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