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 Bear Market Is A Lie
📰News: Polymarket Secures US Approval
🌟Narrative of the week: Quantum Fears Stir Up The Bitcoin Crowd
NEWS📰
🎰 Polymarket Secures US Approval
Polymarket is officially back in the US after the CFTC approved it to run a fully regulated, intermediated prediction market through its acquisition of a licensed exchange. The firm is now positioned alongside Kalshi, with rising volume, a possible POLY token, and a valuation target up to $15 billion.
💳 Visa Takes Stablecoins Deeper Into CEMEA
Visa teamed up with Aquanow to bring USDC settlement to banks and payment firms across CEMEA, stripping out the slow, expensive cross border middlemen.
This upgrade lets institutions settle around the clock instead of depending on outdated banking rails.💰 Tether’s Expanding Role in the Gold Market
Tether now holds 116 tons of gold, making up nearly 2% of global demand last quarter and matching several mid sized central banks. With plans to add another 100 tons in 2025, Tether’s influence on both physical gold and tokenized gold markets is set to grow.
🟠 Texas Edges Closer to a Bitcoin Reserve
Texas just bought $5 million of BlackRock’s spot Bitcoin ETF, with another $5 million set aside for a self custodied BTC purchase once its internal process is ready. The move aligns with the state’s plan for a long term Bitcoin reserve, which only allows assets with a market cap above $500 billion.
3️⃣% BitMine Keeps Stacking ETH
BitMine now holds 3.63 million ETH, over 3 percent of the entire supply, after adding nearly 70,000 ETH last week. The stash is worth about 10.2 billion dollars, and the company is backing the strategy with dividends, buybacks, and strong yearly income.
🪙 Klarna Steps Into Stablecoins
Klarna just launched KlarnaUSD on Tempo’s testnet, becoming the first digital bank to issue a token on Stripe and Paradigm’s new chain. With the stablecoin market evolving fast, Klarna’s move shows traditional payment players are starting to compete directly with crypto native issuers.
The Bear Market Is A Lie
In this video, I show why the market’s fear is misplaced and why smart money is loading up. The old 4 year cycle is done. The new global liquidity cycle is what actually drives this market, and it’s setting up a run into 2026.
Narrative of the Week: Quantum Fears Stir Up The Bitcoin Crowd
Quantum computing talk took over this week as experts, analysts, and big industry names started sounding alarms about long term security risks for Bitcoin. Here's what you need to know:
VanEck’s View: VanEck CEO Jan van Eck warned the firm could scale back Bitcoin exposure if quantum progress outpaces crypto upgrades, highlighting weak legacy addresses are at risk.
Lost Wallet Panic: New research resurfaced concerns that old wallets with reused keys could be easy targets for future quantum machines, sparking fresh speculation around recent whale sell offs.
Nic Carter’s Breakdown: Nic Carter dropped Part 2 of his series explaining how quantum hardware could break Bitcoin’s core cryptography sooner than expected and pushed for post quantum signatures.
The quantum talk shook people because it hits Bitcoin’s weakest spot which is long term security, but the threat isn’t close and solutions are already being built. The upside is this forces Bitcoin to evolve from what it is today. But it comes down to how the network decides to deal with the issue before it becomes a larger threat.
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