Description

Everyone expected massive fireworks last year, but the market actually finished 2025 in the red—leaving retail investors paralyzed by fear. Yet, while the "fear index" is flashing warning signs, the world’s biggest players are quietly triggering a massive supply shock that most people are completely missing.

We’ll talk about

• Why the crypto market is finally "growing up" and shifting from retail gambling to sophisticated institutional bets.
• The end of Quantitative Tightening: How the Fed quietly switched from draining the system to adding $45 billion a month.
• The rise of Real World Assets (RWA) and why "boring" projects like Canton are crushing hype tokens like PUMP.
• A high-conviction strategy to double down on Coinbase (COIN) and the specific data pointing to an Ethereum supply shock.

Keywords

Coinbase, Ethereum, Real World Assets, Canton, Bitmine, Truflation, Global Liquidity, Quantitative Tightening, ISM Chart