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Today we’ve got
A bitcoin/gold conspiracy thats so crazy maybe its….true?
Eth is crushing and the bears aren’t happy
Harvard buys BTC a couple years after saying it would go to $100 🤣🤣🤣🤣
PS: This week, our friends at the Crypto101 Podcast are hooking our readers up with a free copy of Crypto Revolution. No strings, just solid crypto insights. Grab yours via the link at the top of this email before they run out.
Editors Corner
So… Did Trump Just Try to Squeeze Gold to Buy Bitcoin?
I’m not usually a tinfoil hat guy, but this one going around twitter caught my attention. Its fun and just enough truth in it that maybe it could happen. The story goes like this: the Trump administration wants to load up on Bitcoin without “spending” any money. Budget Neutral they call it. The plan (according to some guys on twitter). Jack up the price of gold, revalue the U.S.’s gold reserves, and use the paper gains to buy BTC.
The way they’d supposedly pull it off is almost cartoonishly specific:
70% of the world’s gold gets refined in Switzerland.
Comex in New York takes those Swiss bars for delivery.
Out of nowhere, Trump slaps a 39% tariff on Swiss exports (one of the highest in the world). He just did it this week…
U.S. gold shorts suddenly can’t get their hands on supply, so they panic-buy.
Price spikes. Maybe even to $6,000/oz.
U.S. marks its gold holdings to market and boom, $1.5 trillion appears then swaps it for a mountain of Bitcoin.
Is it actually happening? Who knows. On paper, it’s both brilliant and ridiculous, the geopolitical equivalent of a magic trick.
But I’ll admit… the pieces line up just enough that I’m watching gold and BTC a little closer than usual. And if this really is the play? Gold bugs are about to become Bitcoin maxis whether they like it or not. Imagine if we pump and dumped the entire gold market and exited into BTC? One can only dream.
-Will
Today’s Report
Ethereum Just Erased the Bears
Our Report
Ethereum has spent years in Bitcoin’s shadow, the perennial “smart contract platform” with great tech but underwhelming price action. That narrative just cracked. With a decisive 7 percent rally to about $4,200, ETH not only posted its highest price since December 2021—it signaled that the long catch-up phase may finally be here. This was no retail pump-and-dump; the rally was fueled by $207 million in short liquidations, surging institutional participation, and treasury desks quietly accumulating ETH like it’s going out of style. For the first time in a long time, Ethereum isn’t chasing the cycle—it’s helping define it.
Key Points
Breakout confirmed: ETH smashed through $4,000 resistance on triple-average volume, closing in on levels that could invite sustained momentum buying.
Institutional bid is real: Fund inflows are rising as large asset managers and corporate treasuries seek ETH exposure for yield opportunities, staking rewards, and DeFi access.
Treasury buying spree: Several high-profile companies are quietly adding ETH to balance sheets as a strategic reserve asset, betting on its dual role as both a store of value and a productive, yield-bearing token.
Rotation tailwind: Bitcoin’s run to new highs has left ETH undervalued on a relative basis; market rotation into ETH and the broader smart contract ecosystem is already accelerating.
On-chain health: Network activity remains robust, staking participation is high, and Layer 2 scaling solutions are boosting transaction capacity without sacrificing decentralization.
Psychology shift: Traders are no longer talking about ETH as “the laggard”—they’re talking about ETH as “the opportunity.”
Why it Matters
The bullish case for ETH isn’t just about a few good trading days—it’s about structural demand. Bitcoin may be the monetary base layer, but Ethereum is the programmable layer that powers stablecoins, decentralized finance, NFTs, tokenized assets, and soon, corporate settlement rails. Institutions understand this. Treasuries understand this. And judging by the price action, the market is catching on.
Years of lagging BTC performance have left ETH priced as if it will always play second fiddle. But with institutional buying accelerating and corporate treasuries positioning ETH alongside BTC as a reserve asset, the gap could start to close. The rally to $4,200 isn’t simply a technical breakout—it’s a signal that ETH’s utility and scarcity narrative is merging with the same “hard asset” story that propelled Bitcoin.
From a market structure standpoint, ETH is still far from its all-time high in USD terms and significantly undervalued relative to BTC. If this catch-up phase plays out, the upside is not incremental—it’s asymmetric. Add in the staking yield, the expanding DeFi ecosystem, and Ethereum’s dominance in token issuance, and you have a case that this rally could be the start of ETH’s own leadership cycle, not just a sympathetic move in Bitcoin’s wake.
Simply put: if Bitcoin is digital gold, Ethereum is digital civilization—and the world is starting to buy in.
Today’s Top News
Headlines
Trump-era crypto expansion draws dramatic Wall Street clash — Trump’s crypto-friendly policies are opening the door for tokenized stock trading. Traditional banks are pushing back, citing systemic risks. The standoff could redefine the U.S. financial system.
U.S. pushes to lead global digital finance revolution — Treasury officials are crafting policy to make the U.S. a leader in blockchain innovation. New laws like the GENIUS Act aim to attract global crypto investment. The move reverses years of restrictive federal policy.
Democrats shift to back crypto bills targeting voters — Democrats are increasingly supporting Republican-led crypto legislation. The political pivot aims to appeal to younger, tech-savvy voters ahead of the midterms. Critics call it opportunistic.
Trump targets 'de-banking' amid escalating regulatory fights — The White House is moving to penalize banks accused of closing accounts for political or crypto-related reasons. The policy could strengthen protections for crypto firms. Banks argue the move undermines risk management.
Market Trendline
Price Action
Crypto markets are in a decisive mood—Bitcoin is pressing against a psychological ceiling, altcoins are getting their rotation moment, and meme coins are doing what they do best: stretching risk tolerance to the breaking point. The setup feels mid-cycle bullish, but the market still has a few pressure points to test.
Market Overview
Bitcoin sits at $118.4K, up 0.8% in 24 hours, reclaiming a 10-day high after bouncing from early-August lows near $112K. ETF inflows are strong, with institutional allocations providing a steady bid. But traders are eyeing the CME gap at $116.5K—a level with a habit of pulling price back before breakouts.
Total crypto market cap is above $4 trillion, up roughly $420 billion in a week. The move isn’t just BTC-led—capital is rotating into mid- and small-cap alts, a classic sign that risk appetite is broadening.
Notable Movers
Chainlink (LINK) – Up over 7% today on whale accumulation and renewed demand for its oracle infrastructure. Technical structure remains clean for further upside.
Little Pepe (LILPEPE) – Presale nearly sold out, whales positioning ahead of Layer-2 launch and exchange listings. Meme appeal backed by light infrastructure narrative.
Technical Levels & Market Structure
Bitcoin (BTC)
Spot: $118,420
Resistance: $119,800–$120,200 (psychological + sell wall)
Support: $116,500 (CME gap), $114,200 (weekly base)
Volume: Heavy bids $116–$117K; lighter above $119K
Momentum: RSI 68, MACD bullish; short-term overbought risk
Ethereum (ETH)
Spot: $4,120
Resistance: $4,250
Support: $4,020 / $3,880
Momentum: RSI mid-60s; following BTC’s lead
Chainlink (LINK)
Spot: $26.80
Resistance: $27.50 → $29 target on break
Support: $25.60
Momentum: Bullish MACD crossover; whale flows rising
Macro View
The GENIUS Act’s tighter stablecoin rules are reshaping liquidity flows, favoring well-backed issuers and throttling the wildcat models. Meanwhile, public companies restricted from direct crypto trading are sidestepping via balance-sheet Bitcoin buys—echoing the late-’90s corporate pivot playbook, only with BTC instead of dot-com domains.
Today’s Top Tweet
Crypto Twitter Never Sleeps
2018: Harvard says Bitcoin is more likely to hit $100 than $100K.
2025: Harvard buys $116M Bitcoin at $116K.
Everyone gets Bitcoin at the price they deserve.
— #Bitcoin Archive (#@BTC_Archive)
4:41 PM • Aug 9, 2025
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