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: I Bet my House on Crypto….3 Months Later I’m Up $200K

• 📺 Latest Episode: Did the Altseason Timing Just Flip?

• 📰News: NFT Market Surges

• 🌟Narrative of the week: Interest Rates Hold Steady

NEWS📰

1. 🖼️ NFT Market Surges

   July NFT sales soared to $574 million, a 47.6% jump from June, driven by a six month high average sale value of $113.08. Ethereum based collections like CryptoPunks and Pudgy Penguins led with $69.2M and $55.5M in traded value, respectively. Despite fewer transactions and unique buyers, the NFT market cap rose 21% to over $8 billion.

2. 🏦 Coinbase and JPMorgan Chase Team Up for Crypto Integration

   JPMorgan Chase and Coinbase are partnering to enable Chase credit card holders to buy crypto starting this fall and redeem Ultimate Rewards Points for USDC in 2026. This first of its kind rewards program bridges traditional banking with digital assets. Direct account linking and potential crypto backed loans by 2026 further deepen JPMorgan’s push into blockchain.

3.  🇵🇭 Philippine Government Launches Blockchain Document System On Polygon

   The Philippine government introduced a blockchain based document validation system on Polygon to combat deepfakes and ensure transparency in budget records. Bayanichain’s CEO hailed the initiative as a milestone for public finance accountability.

4. 🚀 BlackRock’s ETHA Drives $20.66B in Ether ETF Assets

   BlackRock’s iShares Ethereum Trust (ETHA) led with $440.1M in daily inflows, pushing US spot Ether ETFs to a 16 day streak with $9.33B in cumulative inflows. Total net assets hit $20.66B, fueled by institutional interest. Demand for ETH may outpace supply by seven times, per Bitwise’s CIO.

5. 🏛️ SEC’s Project Crypto to Modernize Digital Asset Regulation

   SEC Chairman Paul Atkins launched Project Crypto to overhaul outdated regulations, aligning with White House recommendations for clear digital asset rules. The initiative aims to adapt the SEC for 21st century finance, fostering innovation and competition. It seeks to strengthen U.S. leadership in crypto.

6. 📊 eToro to Launch Tokenized US Stocks on Ethereum

   eToro plans to tokenize 100 popular US stocks and ETFs on Ethereum, enabling 24/5 trading and DeFi integration. Users can transfer these assets to self custody or DeFi protocols, enhancing transparency and accessibility. The move aligns with the growing trend of real world asset tokenization, with the RWA market now exceeding $21.3 billion.

I Bet my House on Crypto…. 3 Months Later I’m Up $200K

In this week’s video, I’m giving a full update on the biggest bet of my life. I reveal the exact altcoins I bought, how the portfolio’s performing, and why I still believe the 2025–2026 altseason is just getting started.

Did the Altseason Timing Just Flip?

In this week’s video, I’m digging into how the September rate cut odds tanking affects our original investment thesis. With the DXY flipping direction and liquidity getting tight, the game plan for the rest of 2025 is looking different.

Narrative of the Week: Interest Rates Hold Steady

The Federal Reserve held interest rates steady this week. Here’s the breakdown:

Fed’s Stance: Chair Jerome Powell emphasized a data driven approach, noting persistent inflation and a strong labor market. No rate cuts are confirmed, though September’s meeting is eyed for a potential cut.

Market Response: The S&P 500 dipped 0.1% during Powell’s press conference, Treasury yields rose slightly with 10yr notes at 4.37% while over $200 million were liquidated from the crypto market.

High interest rates continue to limit risk appetite, keeping both equities and crypto on a hold. A September rate cut could unleash capital flows into BTC, ETH, tech stocks, and select altcoins, fueled by ETF demand and institutional interest. For now, patience is key

 SOME TWEETS

MEME OF THE WEEK

TEMPERATURE CHECK📒