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A record-breaking $1.79 billion bled out of US Spot Bitcoin ETFs last week, marking the largest weekly outflow of the entire year.
BlackRock's usually rock-solid IBIT accounted for a staggering $1.3 billion (72%) of those outflows. When the market's biggest institutional shield starts leaking this heavily, you know the panic is real. 🍿🥂
With $BTC ( ▼ 0.59% ) hitting a new yearly low alongside this massive ETF exodus, everyone is asking the exact same question: Is this the perfect macro entry point for the long haul?
Here’s what we got for you today:
👀 Crypto’s risk management & scams
⭐ Strategy & BTC ETFs under pressure
⭐ ANSEM hit $100M after airdrop plan
🔥 Burning hot takes for the road
The 1,700%+ Lesson From SpaceX’s IPO
SpaceX IPO’d at a $1.75T valuation. Three business days later, they were the sixth-most valuable public company.
Those who bought at the opening bell saw a 40% gain. Andreessen Horowitz, who invested back in 2023? 1,700%+. The lesson? Today’s biggest growth comes at the private stage.
It’s why institutions love private-stage opportunities. A similar dynamic’s playing out in lithium, where General Motors backed $1B+ private unicorn EnergyX. Except this time, you can join them.
EnergyX’s patented tech can recover up to 3X more lithium than traditional methods. And with lithium prices up 75% this year and demand projected to grow 5X by 2040, they’re perfectly positioned.
After opening America’s largest lithium production facility of its kind, EnergyX is preparing to unlock up to 13M tons. Become a private-stage EnergyX before the 7/16 deadline.
Energy Exploration Technologies, Inc. (“EnergyX”) has engaged Beehiiv to publish this communication in connection with EnergyX’s ongoing Regulation A offering. Beehiiv has been paid in cash and may receive additional compensation. Beehiiv and/or its affiliates do not currently hold securities of EnergyX.
This compensation and any current or future ownership interest could create a conflict of interest. Please consider this disclosure alongside EnergyX’s offering materials. EnergyX’s Regulation A offering has been qualified by the SEC. Offers and sales may be made only by means of the qualified offering circular. Before investing, carefully review the offering circular, including the risk factors. The offering circular is available at invest.energyx.com/.
Comparisons to other companies are for informational purposes only and should not imply similar results. Past performance is not indicative of future results. Market shortfall are forward‑looking estimates and are subject to substantial uncertainty.
Most people think the biggest risk in crypto is buying at the wrong time. The real reason beginners lose money is much simpler: they don't know how scams actually work. In this lesson, you'll learn:
why some coins are much safer than others
the warning signs most people miss
the simple checks that can save you from costly mistakes
how to verify what you're seeing, and avoid the scams that catch thousands of new users every year
The entire foundation that pumped the market over the last 2 years is showing massive cracks. From MicroStrategy (Strategy) losing its legendary "Bitcoin Premium" to a record-setting mass exodus from Wall Street ETFs, the market is seeing a major change.
1/ Enterprise mNAV Slides Below 1 🟥
For years, investors happily paid a premium for MicroStrategy ($MSTR ( ▼ 3.54% )) stock because Michael Saylor’s infinite money glitch worked. They raised cash, bought Bitcoin, and the stock pumped.
But as Bitcoin slides toward the $58,000 mark, that glitch is officially lagging.
$MSTR has tumbled down to the $82 range.
For the first time in months, Strategy’s enterprise mNAV has dropped below 1. This means the market is now pricing the entire company at less than the actual value of the Bitcoin it owns.
In 2026, Strategy aggressively issued perpetual preferred shares (like STRC) to hoard more BTC. This slapped them with a staggering $1.2 billion in annual dividend obligations, while their cash buffer has shriveled to just $1.4 billion.
Copycats like Japan’s Metaplanet have seen their enterprise mNAV tank to 0.9, and Nakamoto sits at 0.92.
2/ Longest ETF Bleed in History: 7 Weeks of Red 🩸
U.S. Spot Bitcoin ETFs just logged a brutal $1.79 billion net outflow for the week ending June 26.
This marks the second-largest outflow week in history (just behind the $2.61B panic in February 2025).
This is the 7th consecutive week of net outflows, the longest continuous selling streak since ETFs launched in January 2024.
BlackRock’s IBIT bled $444.5M on Friday alone, following a nearly $700M outflow the day before.
The average IBIT investor is now sitting on a 40% loss. All retail gains from 2024 and 2025 have been entirely wiped clean.
Ethereum ETFs are suffering the exact same fate, wrapping up their own 7-week bleeding streak with a $273M loss last week.
🧠 My Analysis
Does this feel like the end of Crypto's "TradFi Phase 1"? But money isn't leaving crypto entirely; it’s rotating into fresher narratives.
The newly launched Hyperliquid ($HYPE ( ▲ 1.69% )) ETF just pulled in a record-breaking $108 million in a single day, bringing its total cumulative inflow to $294M since May. XRP and Solana ETFs are also printing green or flat flows.
If the liquidations stop here, the ETF outflows will dry up, creating a violent short squeeze. But until the Fed’s hawkish rhetoric cools down, keep your leverage low and don't try to catch a falling knife.
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🚀 ANSEM MEMECOIN HITS $100M AS KOL LOOP DRIVES FOMO
If you thought memecoins were dead because everyone moved to futures, think again. In just 48 hours, $ANSEM ( ▲ 14.5% ) token exploded from a forgotten project with a $100k market cap to a $100M+ juggernaut.
1/ The Anatomy of a 100x Moonshot 📈
Created mid-June on pump(.)fun, the token initially languished in obscurity.
But once Ansem (who has 1M+ followers and a history of calling BONK/WIF early) leaned into the branding, the market went parabolic.
We’re seeing those legendary degem stories again. One lucky trader turned $2,330 into $614,500, that’s a 261x return in a matter of days.
Now, $ANSEM is trading at ~$0.10 with $49M in 24h volume, dominating the pump.fun ecosystem.
2/ The "Creator Fee" Loop 🔄
Ansem didn't even launch this token. A community group did. However, because it was linked to his pump(.)fun profile, he started receiving the "Creator Fees."
Instead of rugging his followers or dumping his bags, Ansem pledged to airdrop those creator fees back to the community.
He’s hosting weekly random drawings for anyone who RTs, follows, and drops their profile. It’s a gamified feedback loop: More trading = More fees = More Airdrops = More FOMO = More trading.
Ansem has already banked nearly $500,000 (7,000 SOL) in fees in just one week.
3/ Why the Supply is Locked 🔒
On-chain data reveals why this token is holding its price so well:
The deployer spent only $6.3k to launch, but then sent 60% of the total supply directly to Ansem’s wallet.
Ansem hasn't sold. He currently holds $66M worth of ANSEM, representing 95% of his pump(.)fun portfolio.
Since 60% of the supply is locked in the KOL's wallet, the actual float (circulating supply) is only 40%.
This supply shock, combined with the airdrop hype, is keeping the price sky-high.
🧠 The New KOL Business Model
Usually, you see KOLs shill a coin, dump on their followers, and move to the next. Ansem is doing the opposite: he’s creating a "Community Equity" model.
He’s typing his personal wallet to the community’s success and sharing the fees, he’s essentially created a "Cooperative Memecoin." It’s brilliant, but it’s also dangerous.
The token is now entirely dependent on his personal brand remaining "bullish." If he stops tweeting or stops the airdrops, that $66M wallet is a massive Sword of Damocles hanging over the liquidity.
My Tip: The airdrops are great, but the supply concentration means that any move by Ansem's wallet will cause massive volatility. Watch the volume. As long as the creator fees keep rolling in, the loop holds. When volume drops, the exit liquidity trap will be set.
🔥 BURNING HOT TAKES FOR THE ROAD
The world's highest IQ holder declared the $XRP ( ▲ 1.0% ) supercycle is officially starting, with 3 bullish signals at once. Read more
The World Cup knockout rounds are live, and prediction markets have officially crowned a favorite! Will France crush Messi's squad? Read more
Coinbase & OKX launched massive deposit bonuses targeting EU users while Binance is in trouble with new MiCA laws. Read more
Four Ethereum wallets dormant for 8 years suddenly woke up & sold 33,623 ETH for a $27M profit, yet missed the $150M peak. Read more
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⚠ 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.
