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: Why I Just Dropped Another $10K on This Altcoin
📺 Latest Episode: The Most Asymmetric Setup Since 2020
📰News: SEC’s Project Crypto to Unify Rules for Digital Assets
🌟Narrative of the week: SEC Stalls Altcoin ETFs as Backlog Grows
NEWS📰
🏛️ SEC’s Project Crypto to Unify Rules for Digital Assets
SEC Chair Paul Atkins unveiled Project Crypto, aiming to create a single regulatory framework for trading, lending, and staking digital assets, declaring most crypto tokens non securities. The initiative promotes innovation with minimal regulation and flexible custody solutions. Atkins emphasized clear rules to replace past enforcement driven policies, fostering global cooperation.
💰 Avalanche Foundation to Raise $1B
The Avalanche Foundation plans to raise $1B through two deals to create crypto treasury firms, selling 34.7M AVAX tokens at a discount. Led by Hivemind Capital and Dragonfly Capital, the deals aim to finalize by September and October, respectively.
📉 SharpLink Launches $1.5B Buyback to Boost Stock
SharpLink, holding $3.59B in Ether, initiated a $1.5B share buyback to counter its stock trading below net asset value, starting with 939,000 shares at $15.98. Co-CEO Joseph Chalom emphasized maximizing stockholder value as shares fell >25.29% in 30 days.
🔥 Stephen Miran’s Fed Nomination Advances Amid Crypto Support
The US Senate Banking Committee voted 13-11 to advance Stephen Miran’s nomination as a temporary Federal Reserve Governor, replacing Adriana Kugler. Miran, a Trump pick for the Council of Economic Advisors, has voiced support for crypto’s role in innovation.
⏳ SEC Delays Crypto ETF Decisions
The SEC postponed rulings on Franklin Templeton’s Solana and XRP ETFs to Nov. 14 and BlackRock’s Ethereum staking ETF to Oct. 30, citing the need for more evaluation time. Despite a pro crypto shift under SEC Chair Paul Atkins’ Project Crypto, over 92 ETF proposals remain pending.
📈 Gemini Boosts IPO to Target $3B Valuation
Crypto exchange Gemini raised its IPO price range to $24-$26, aiming for a $3B+ valuation and $433M raise by selling 16.67M shares. Backed by Nasdaq’s $50M investment, the move reflects strong investor interest amid a crypto friendly Trump administration.
Why I Bought Another $10,000 Of This Altcoin Before Altseason
In this week’s video, I break down one of my highest conviction plays. As we head toward a possible altseason in late 2025, I’m focused on small cap gems with massive asymmetric upside and this project’s mix of AI agents and programmable finance could be one of the biggest.
This Is The Most Asymmetric Opportunity I’ve Seen Since 2020
In this episode, I break down why this current setup is unlike anything we’ve seen in years. With fresh macro data (CPI, PPI, Jobs) and Fed rate cuts on deck, the conditions for high-conviction bets are here.
Narrative of the Week: SEC Stalls Altcoin ETFs as Backlog Grows
The SEC hit pause on multiple crypto ETF proposals this week, delaying decisions on Solana, XRP, Dogecoin, and Ethereum staking ETFs until October and November. Here's what happened:
Deadlines Pushed: Franklin Templeton’s Solana and XRP ETFs, BlackRock’s ETH staking amendment, and Bitwise’s Dogecoin ETF now face rulings between Oct 30–Nov 14.
Regulatory Concerns: The SEC cited staking mechanics, asset classification, and market manipulation risks, extending public comment periods.
Small Wins: Rex Osprey’s memecoin ETFs went live Sep 12, and the DTCC quietly listed Solana and XRP ETFs, hinting at prep for future approvals.
Big Backers: Heavyweights like Anthropic, Deutsche Bank, Visa, Shopify, and Nubank are backing it, hinting at serious adoption potential.
The SEC’s delays highlight its cautious approach frustrating issuers like BlackRock and Fidelity, but underscoring how seriously regulators are vetting altcoin products. With 30–40 ETFs potentially hitting by 2026, the coming November deadlines are shaping up to be critical for altcoin momentum. Approval could unlock billions.
SOME TWEETS
JUST IN: 🇺🇸 SEC Chair Paul Atkins says the agency will ensure capital can be raised on-chain.
— #Watcher.Guru (#@WatcherGuru)
4:58 PM • Sep 10, 2025
Everyone is stuck on the 4 year cycle, but it was never the halving (which is absurd by the way) that caused crypto bull runs.
It was always policy decisions that lead to massive YOY bursts in liquidity.
In the past these happened to have lined up every 4 years as you can see.
— #Jesse Eckel (#@Jesseeckel)
11:25 PM • Sep 9, 2025
JUST IN: Altcoin market closes highest daily candle of 2025, hitting levels not seen since January
Altcoin season incoming?
— #BlockNews (#@blocknewsdotcom)
12:51 AM • Sep 12, 2025
We're all in. Let's expand the Hyperliquid community together across our broad network of 400M+ PayPal and @Venmo accounts!
— #PayPal (#@PayPal)
7:37 PM • Sep 11, 2025
🇺🇸 NEW: Polymarket traders are pricing in an 87% chance of a 25 basis point Fed rate cut in September.
— #Nathan Jeffay (#@NathanOnCrypto)
6:46 AM • Sep 12, 2025
$BTC Cycle
Measured Halving→Peak: signals we’re entering the final month of this bull run.
Low→High / High→High: lengthening cycles point to a potential Oct–Nov window.
However cycle tops aren’t about a date or a price!
They’re a mania state of the market. Not there yet!— #JDK Analysis 🇪🇺 (#@The_JDK99)
2:56 PM • Sep 11, 2025
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