Institutions Are Stacking Bitcoin - Are You Selling to Them?
The supply crunch is real. Institutions are scooping up Bitcoin while retail taps out. HODL tight or risk selling your bags too soon!
Yo, Hodl Hustlers!
Welcome to the Hodl Report, where our insights are premium and always trying to front-run the FOMO! đđ„
This week, weâre breaking down:
Current market sentiment đ€
Why youâre not bullish enough đ
Big news of the week đ°
Cryptoâs funniest moments đ€Ł

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Keeping it short and sweet this week because we need to hammer this in:
đ„ Youâre not bullish enough on Bitcoin (and yes, altcoins too)
đ We are so close to liftoff
đ HODL - stop thinking about sellingâŠseriously
Last week, we broke down current market sentiment in detail.
TL;DR: Retail is exhausted, pessimistic, and still nursing wounds from memecoin mayhem.
With 30+ million memecoins out there (many of them straight-up scams), Solana has become a meme casino, and retail is over it.
Now, add in some big macro headaches like:
Trade war tensions
Inflation still raging
Interest rate cuts looking less likely.
Naturally, this is making retail investors nervous.
But hereâs the plot twist: TradFi and institutions arenât sweating it.
They see what retail doesnâtâŠ
Bitcoinâs true value and the supply/demand squeeze thatâs coming.
The smart money is stacking.
The question is - are you? đ

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Supply Crunch Incoming đ
Institutions See What Retail Doesnât â Donât Be Their Exit Liquidity
What do institutions, nation-states, and massive funds see that retail traders donât?
Simple - theyâve been orange-pilled. They finally understand Bitcoinâs value. đ€
But letâs not forget - retail saw it first.
Individuals built this movement.
Bitcoin is one of the only assets where the majority of supply has been owned by regular people, not institutions.
Retail stacked first, but now?
đ Retail looks exhausted.
đ„ Institutions are just getting started.
Since the halving, institutions have been scooping up Bitcoin like itâs on clearance. And guess whoâs selling to them? Retail.
Retail vs. Institutions: Two Different Mentalities
Institutions:
Bitcoinâs risky, sure⊠but itâs crushing the stock marketâs 10% returns.
Itâs got demand, and itâs clearly here to stay.
Weâre in.
Retail:
Bitcoin? Meh. Itâll only 2x. Lame. YOLO into dog coins - Lambo season, baby!
Loses everything.
I should have just bought Bitcoin.
Where This Leads: The Supply Crunch of the Century
The writingâs been on the wall for months:
đč Corporations, funds, and nation-states are buying Bitcoin and adding it to their treasuries.
đč Theyâre not flipping it next week - theyâre holding for the long haul.
đč Millions of BTC are getting locked away, permanently shrinking supply.
The Bitcoin supply that is available?
Itâs about to get ridiculously expensive.
With the halving slashing new supply and institutions gobbling up every sat they can, itâs looking near-impossible to meet demand without prices skyrocketing.
So What Should You Do?
Easy.
Donât get left behind. Donât sell your bags.
Just sit back, Hodl, and let the supply crunch work its magic.
This rocket has been fueling up for months.
All you have to do is stay on board. đđ„

Hodl Headlines
The Weekâs Most Interesting News
Abu Dhabi Invests $437M in BlackRock's Bitcoin ETF: Abu Dhabi's sovereign wealth fund has allocated $437 million to BlackRock's Bitcoin ETF, signaling strong institutional confidence in cryptocurrency investments.
SEC Drops Lawsuit Against Coinbase: The Securities and Exchange Commission has agreed to dismiss its lawsuit against Coinbase, marking a significant victory for the crypto exchange and potentially setting a favorable precedent for the industry.
State Street and Citi Eye Crypto Custody Services: Financial giants State Street and Citigroup are reportedly exploring the launch of cryptocurrency custody services, aiming to meet the growing demand from institutional clients for secure digital asset storage.
Federal Reserve Considers Pausing Quantitative Tightening: Minutes from the latest Federal Reserve meeting reveal discussions about slowing or pausing the reduction of the central bank's balance sheet, reflecting concerns over market liquidity and economic stability.
Howard Lutnick Confirmed as Secretary of Commerce: The U.S. Senate has confirmed Howard Lutnick, a pro-crypto Wall Street veteran, as the new Secretary of Commerce, indicating the administration's favorable stance toward cryptocurrency innovation.
Polymarket Bets on Fort Knox Gold Audit: Prediction market platform Polymarket has launched bets on whether the U.S. government will audit Fort Knox's gold reserves, amid increasing public debate and calls for transparency.
Wall Street's 'Golden Airlift' Amid Tariff-Induced London Gold Meltdown: In response to trade tensions and tariffs, Wall Street firms are orchestrating a 'golden airlift,' moving significant gold reserves from London to the U.S. to mitigate potential market disruptions.
Strategy Inc. Raises $2 Billion to Acquire More Bitcoin: Strategy Inc., formerly known as MicroStrategy, has announced a $2 billion convertible bond offering, with plans to use the proceeds to expand its substantial Bitcoin holdings.
Brazil Approves First Spot XRP ETF and Bank Plans Stablecoin on XRPL: Brazil's securities regulator has approved the country's first spot XRP ETF, and a local bank is set to launch a stablecoin on the XRP Ledger, marking significant advancements in the nation's crypto landscape.


Big thanks for making it to the end of this weekâs Hodl Report! đ
If you enjoyed the ride, had a good laugh or learned a thing or two, feel free to share the love! Just copy/paste this link over to anyone:
The more, the merrier - because who doesnât love a bigger party? đ„ł
Happy Friday!

Disclaimer: The content from Hodl Report should not be taken as trading, investment or financial advice or solicitation to buy or sell any assets. This newsletter is for informational and educational purposes only. Please be careful out there and DYOR (do your own research).