GM. This is the Never Die Newsletter, where I share whatever crypto news and content I feel like, every week, short and sweet, right to your beautiful little inbox.
This week we have:
🎙️Hot Off the Mic: The Bottom Is In (Here’s Why)
📰News: Bitcoin ETFs Bleed $866M As Shutdown Ends
🌟Narrative of the week: Defi Tokens Shifts Towards Real Revenue Models
NEWS📰
📉 Bitcoin ETFs Bleed $866M As Shutdown Ends
Bitcoin ETFs saw $866M in outflows, dragging BTC to a six month low and signalling weak demand. Still, analysts say the bull trend holds as long as BTC stays above 94k, with some arguing the market’s in a new structure driven by ETFs and policy shifts.
🇺🇸 US Shutdown Finally Ends
Trump signed the funding bill that ends the 43 day shutdown and reopens the government, with agencies like the SEC and CFTC getting back to work. Crypto markets barely reacted, even as ETF reviews and regulatory activity resume.
🔥 XRP ETF Launch Pops Off
The new Canary Capital XRP ETF pulled in over $46 million on day one, even though both XRP and the fund dipped a bit after launch.
🥊 Polymarket Teams Up With UFC
Polymarket just locked in a multi-year deal with UFC to bring live prediction data and fan sentiment straight into fight broadcasts. Viewers will get a real-time “Fan Prediction Scoreboard,” turning every round into an interactive, data driven experience.
🏛️ SEC and CFTC Staff Head Back After 43 Day Shutdown
SEC and CFTC employees are returning after the 43 day shutdown, with both agencies ramping back up after weeks of limited operations. ETF and IPO reviews were delayed, so there’s a backlog to clear, but full regulatory activity is now resuming.
🪙 Tokenized Stocks Are Exploding
XStocks, the tokenized equities platform, just crossed $10 billion in volume barely four months after launch. With 60 plus tokenized stocks and ETFs across multiple chains, it’s becoming one of the fastest growing plays in the tokenized assets space despite ongoing regulatory questions.
The Bottom Is In (Here’s Why)
In this video, I break down why the crypto market has officially bottomed. I explain why this brutal crash is just a liquidity squeeze from the TGA rebuild and government shutdown. With QT ending, DXY dropping, and liquidity coming back, this is the 5 year cycle buying opportunity we’ve been waiting for.
Narrative of the Week: Defi Tokens Shifts Towards Real Revenue Models
The DeFi sector is heating up as major protocols finally move toward real value accrual and sustainable token models, a shift many users have been waiting on for years.
Uniswap Steps Up: Hayden Adams proposes turning on the long awaited fee switch, directing protocol fees and Unichain sequencer fees to UNI holders, plus a burn of 100M UNI.
Lido’s Buyback Plan: Lido introduces an automated LDO buyback program designed to manage timing and reduce volatility.
dYdX Revenue Vote: The community preps a vote on how protocol revenues should be distributed.
Uniswap’s move is forcing other DeFi heavyweights to react. If this momentum sticks, it could spark a broader shift toward revenue backed token models, driving fresh demand for altcoins that actually generate cashflow.
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