
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:
📺 Latest Episode: The Setup For Crypto Is Quietly Changing
📰 News: Strategy Sells $215M in BTC

NEWS📰
💰 Strategy Sells $215M in BTC
Strategy disclosed it sold 2,225 BTC for $135.2 million between July 1 and July 5, bringing its two week liquidation total to approximately $215 million. The sales were executed to fund preferred dividend payments and replenish the company's USD reserve, leaving its total holdings at 843,775 BTC. Despite the massive selling pressure, Bitcoin closed the week higher, marking a successful first test of the market’s ability to absorb Strategy's ongoing programmatic divestments.
🔗 Robinhood Chain Hits $70M
Robinhood’s new L2, Robinhood Chain, saw over $70 million in ETH bridged within its first week. Built on Arbitrum and designed for real world assets (RWAs) and tokenized equities, the network has already attracted 194,000 daily active users and generated a $14 million annualized revenue run rate.
🏛️ New Hampshire Panel Rejects $100M Bitcoin Backed Bond Proposal
The New Hampshire Executive Council voted 3–2 against a proposal by the state's Business Finance Authority (BFA) to issue $100 million in Bitcoin backed bonds. Supported by Governor Kelly Ayotte and collateralized by Bitcoin from mining firm CleanSpark, the initiative was meant to build upon the state's 2025 crypto reserve law.
📈 Tokenized Stock Transfers Double to $8.41B
Activity in on-chain equity markets is accelerating rapidly, with tokenized stock transfers more than doubling over the past month to hit $8.41 billion. According to data from RWA.xyz, the sector's distributed value climbed 43% to $2.16 billion, heavily outperforming tokenized US Treasurys, which remained largely flat. This explosive growth was driven by leading platforms like Ondo, xStocks, Securitize, and Figure.
The Setup For Crypto Is Quietly Changing
In this video, I break down why crypto feels dead right now, but the macro picture may be telling a very different story. Bitcoin is stuck, altcoins are struggling, and bears are calling for much lower prices. But beneath the surface, liquidity, the Fed, inflation, and broader market trends could be setting up crypto for a stronger finish to the year.
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