War, Whiplash and $70K Bitcoin Returns
War fears, ETF inflows, and Trump backing crypto shook the market this week. Bitcoin bounced above $70K, and history says the bear market may be ending.
In partnership with
Hey There Hodlers,
Another week, another episode of crypto drama.
We finally punched through $70K… celebrated for a few days… and now we’re right back chilling in the $60Ks.
Classic.
But to be fair, this week did bring two big developments that could actually matter going forward.
Let’s unpack 👇
Become An AI Expert In Just 5 Minutes
If you’re a decision maker at your company, you need to be on the bleeding edge of, well, everything. But before you go signing up for seminars, conferences, lunch ‘n learns, and all that jazz, just know there’s a far better (and simpler) way: Subscribing to The Deep View.
This daily newsletter condenses everything you need to know about the latest and greatest AI developments into a 5-minute read. Squeeze it into your morning coffee break and before you know it, you’ll be an expert too.
Subscribe right here. It’s totally free, wildly informative, and trusted by 600,000+ readers at Google, Meta, Microsoft, and beyond.
Well… one of the market’s big question marks just turned into a big exclamation mark.
The uncertainty everyone was sweating over?
It became reality this week.
The Iran war officially moved from “maybe” to “yep, this is happening.”
Markets did what markets always do when uncertainty disappears:
Quick drop. Violent bounce.
Bitcoin tagged back above $70K as the fear got priced out.
ETF inflows helped the move too with nice demand coming in on Monday as institutions did their favorite thing: buy chaos.
Now that things have cooled slightly?
We’re back in the $60Ks at the time of writing. But we would be surprised if we close the day back above $70K.
Classic crypto whiplash. Let’s see what happens.
Amid all the geopolitical drama, Trump dropped a comment that quietly mattered a lot for crypto.
He publicly backed crypto companies against the banks in the ongoing Clarity Act fight.
And more importantly, he framed crypto regulation as a national security issue.
Think about the messaging:
Banks vs innovation
America vs China
That’s not just policy talk. That’s serious political leverage.
Because the Clarity Act is widely seen as the regulatory unlock institutions have been waiting for. Once the rules are clear, capital that’s currently sidelined can finally move beyond just Bitcoin and Ethereum.
That’s trillions waiting for a green light.
Also this week, if you want a spicy macro take on where this all leads, Arthur Hayes dropped another essay this week.
His thesis is simple (and historically accurate):
Wars get funded by money printing.
Governments don’t win conflicts by tightening the budget. They print.
Printing → liquidity → risk assets → crypto.
Not overnight. But eventually.
This bear market has now lasted just over 23 months.
Why does that matter?
Because historically… 23 months is the magic number.
Multiple cycles have bottomed around that same timeframe.
Are we there yet? Nobody knows for sure.
But if history rhymes, we’re getting very close.
Right now it feels messy. Uncertain. Exhausting.
That’s exactly what bottoms usually feel like.
But remember this:
When the next run finally starts, the people who survived the ugly part are the ones who benefit the most.
And if you’re still here reading this?
You’ve already done the hardest part and you deserve the reward. 💎
Stop Drowning In AI Information Overload
Your inbox is flooded with newsletters. Your feed is chaos. Somewhere in that noise are the insights that could transform your work—but who has time to find them?
The Deep View solves this. We read everything, analyze what matters, and deliver only the intelligence you need. No duplicate stories, no filler content, no wasted time. Just the essential AI developments that impact your industry, explained clearly and concisely.
Replace hours of scattered reading with five focused minutes. While others scramble to keep up, you'll stay ahead of developments that matter. 600,000+ professionals at top companies have already made this switch.
Hodl Headlines
The Week’s Most Interesting News
Coinbase Adds Stock Trading Expanding Beyond Crypto: Coinbase has launched commission-free trading for U.S. stocks and ETFs alongside crypto assets, offering unified portfolios and 24/5 market access. The move is part of Coinbase’s push to become a full-service financial platform and reduce reliance on crypto trading revenue.
MoonPay Launches Agents Product: MoonPay introduced “MoonPay Agents,” a new infrastructure layer designed to help AI agents access crypto payments and blockchain services. The product aims to provide a standardized on-ramp for automated digital agents participating in decentralized economies.
Crypto.com Receives Conditional Approval for U.S. Trust Bank Charter: Crypto.com has received conditional approval for a U.S. national trust bank charter, a major step toward becoming a federally regulated crypto custodian. The development signals deeper integration between digital-asset firms and the traditional banking system.
Bitcoin Lightning Network Surpasses $1 Billion in Capacity: The Bitcoin Lightning Network has exceeded $1 billion in total capacity, marking a milestone for Bitcoin’s scaling ecosystem. The growth reflects increasing adoption of Lightning for faster and lower-cost payments.
Big thanks for making it to the end of this week’s Hodl Report! 👊
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 doesn’t love a bigger party? 🥳
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)