63+ Cheat Sheets | Advertise | SuperAI x Crypto | Free One-Shot Guides

Last night was a full-on roller coaster for the crypto market. $BTC ( ▲ 10.61% ) suddenly dumped to ~$72.9K, the lowest since Nov 2024, then bounced back to nearly $76K in a few hours.

$ETH ( ▲ 10.79% ) followed the same path, dipped to $2.1K, now trading around $2.3K. Main drivers:

Do we sit out, DCA, or take the short?

Here’s what we got for you today:

🚀 The $330B Opportunity: Why Your Stablecoins Are Sleeping on the Job

Most investors use stablecoins like digital cash. But the smart money is moving toward Yield-Generating Stablecoins - a market projected to explode to $330B by 2030!

If you are holding plain USDT or USDC without putting it to work, you are effectively leaving free money on the table. What’s inside our full report:

You have probably noticed BTC hovering around $75k. It feels safe. But my analysis suggests this "boredom" is exactly what fuels the next leg up for high-beta assets 👇

Vitalik Buterin, co-founder of Ethereum, just sold around 705 $ETH ( ▲ 10.79% ), even as the market is bouncing back. But this wasn’t a panic sell or exit.

On-chain records show he didn’t do it for personal profit this is part of a long-term funding plan to support public goods and open-source infrastructure.

Some ETH went straight to Kanro, his public health-focused charity. He’s done this before too, in Jan 2025, he sold 28 different meme coins (~$984K) and also donated the funds to Kanro.

Here’s what happened this time:

In a post last week, Vitalik shared that he withdrew 16,384 ETH for upcoming long-term initiatives. He still holds 235,268 ETH (over $549M), so this isn’t even a dent in his bags.

He said Ethereum Foundation will begin “saving more over the next 5 years,” and he personally wants to help fund important work that would otherwise rely on Foundation grants.

That includes:

And despite all this ETH hitting the market, ETH price went down in the last 24 hours, now around $2,2K.

AI can help you move faster, but real leadership still requires human judgment.

The free resource 5 Traits AI Can’t Replace explains the traits leaders must protect in an AI-driven world and why BELAY Executive Assistants are built to support them.

Crypto’s been shaky lately. BTC is down 40% from its October peak of $126K. Altcoins are also down 20-40% since the Jan 2024 FOMC meeting. And now the big question flying around is: “Are we back in a crypto winter?”

1. Burry’s Warning: BTC to $50K, and a Domino Effect

Michael Burry, the investor from ‘Big Short’, warned in a Substack post that Bitcoin’s decline triggered over $1B in gold and silver liquidations by institutions last month.

He believes if BTC drops to $50,000, it could cause:

He also called out the recent ETF-driven pump as pure speculation, not real adoption. According to him, Bitcoin hasn’t proven itself as “digital gold”, or even a real safe haven.

Now here’s where Burry’s warning starts hitting real companies.

a. Strategy (Michael Saylor’s firm):

If that drops below 1, they may have to sell BTC, even though Saylor always said they’d “never sell.”

b. BitMine, backed by Peter Thiel and led by Tom Lee (Fundstrat) is even worse off

Analysts are worried. If firms like this start selling, even a small amount could crash both token prices and stock prices way harder than what they gain from the sale. Basically, they’re stuck.

2. Tiger: This Isn't a Winter, It’s a New Phase

Tiger Research strongly disagrees with the “crypto winter” narrative.

They say past winters (Mt. Gox 2014, ICO collapse 2018, Terra-FTX 2022) were caused by internal failures, like fraud, hacks, and trust collapses.

And unlike before, there’s no mass exit of talent. Builders are still here. Tiger breaks the market into 3 zones now:

ETF money is mostly going into Bitcoin, not altcoins. So we don’t get those “everything pumps together” rallies anymore. The next big wave only comes when:

Until then, it’s not winter. It’s limbo. And limbo is when real builders start gaining ground while others freeze.

They remain one of the key affordable-housing sources nationally, have limited supply and high tenant retention (10-12Y).

Investors can see tremendous upside with professionally-managed MHP portfolios such as Vintage Capital’s, which targets a 15-17% IRR and makes monthly distributions. Invest directly in individual deals or via a 10+ property fund. 1031s also available.

Elon Musk just teased: “$DOGE ( ▲ 6.91% ) to the moon” next year. First it was CZ with his supercycle. Then Justin Sun said he’s “all in AI.” Read more

Vitalik Buterin says Ethereum’s Layer 2 vision is outdated. He’s rethinking the whole “rollup-first” future. L2s may never decentralize. Read more

Tether earned $10B profit in 2025, despite a 23% drop from 2024. It’s becoming crypto’s central bank behind $USDT ( ▲ 0.07% ). Read more

Trump’s White House held a secretive crypto x banking meeting on stablecoin yields. Still no verdict, but Coinbase & DeFi rules are on the table. Read more

Hit reply and say Hello, we'd love to hear from you!

And if you’ve got a friend deep in crypto (or just getting started), feel free to forward this to them. They can sign up here. Cheers!

⚠ This newsletter is for informational purposes only and should not be considered investment advice. Traders should conduct thorough research, understand the risks, and carefully evaluate their decisions before investing in cryptocurrency.