Today’s issue is brought to you by Safe — the world’s leading smart account provider on EVM, securing $100B+ in assets (including Vitalik’s).

🤫 Join their Telegram for some secret alpha.

Join our Telegram | Follow us on 𝕏 | Partner with us

⌐◪-◪ → Bitcoin demand is on the rise.

Yesterday, the Bitcoin ETFs broke $6.5B in volume, the highest since March 2024. BlackRock’s ETF dominated, posting a record daily volume of $4.1B or 63% of the total daily volume.

There’s no denying that the market is reacting positively to the Trump victory. This response is most evident by the fact that BlackRock’s ETF saw $1B volume within the first 20 minutes of Trump’s victory — insane.

Meanwhile, Ethereum is doing a good job playing catchup as it surges 10%, outperforming other majors. The future of crypto has never looked brighter than it does today.

Looking forward, things are looking even more positive for crypto, with the Bitcoin Act on the horizon — which we’ll cover below.

⌐◪-◪ → A new mega-whale approaches…

US Senator Cynthia Lummis just doubled down on her promise to make Bitcoin a national strategic reserve asset. This is huge. This would happen via the Bitcoin Act, which would have the US buy 200,000 Bitcoin per year for the next 5 years.

For context, the US Government currently holds 212,847 Bitcoin, worth $15.9B, roughly 1% of the total Bitcoin supply. The Bitcoin Act would add another 1,000,000 Bitcoin to their bag over the next 5 years — insane.

Looking across the pond, China has the second-largest government Bitcoin stash worth approximately $14.2B.

There is no denying it. The great Bitcoin race is on. As I’ve said before: first corporations, then banks, then states, then governments. It’s happening.

⌐◪-◪ → The notorious Fredi9999 has finally revealed himself — well, sort of.

Polymarket user, Fredi9999 — a French trader who goes by the pseudonym Théo — just revealed the strategy he used to win $48M in profit with $30M.

His conviction was rooted in a simple strategy he calls the “Neighbor Effect” which simply put is a polling method that asks, “who do you expect your neighbor to support?” The idea behind this strategy is that respondents are more likely to reveal their true preference versus being asked who they’d support themselves.

Théo cited a handful of public polls using the “Neighbor Effect” that had Harris polling several points lower than traditional polls. With that, he commissioned a few polls of his own — using the same strategy — that he said were “mind-blowing to the favor of Trump!”

So with that, Théo dropped $30M on Trump winning the election, generating a 2.6x return and $48M in profits.

Naturally, France (the government) is triggered — as their National Gaming Authority is reportedly planning to block Polymarket. Lame.

Join Our Community!

Designed to make you a better crypto investor, builder, and operator.

💬 Chat with Valko and other experts
📚 Access additional hand-curated resources
😊 Make friends, share memes, have fun