- Let's Get Rich
- Posts
- why prices are falling, but insiders aren’t worried?
why prices are falling, but insiders aren’t worried?
Markets are bleeding, but institutional moves and regulatory shifts are making waves
Welcome back to your 2-minute digest of this week's most important crypto moves.
Welcome to this week’s 2-minute crypto update. Markets are bleeding, but institutional moves and regulatory shifts are making waves. Let's break it down.
⚡⚡⚡
In today’s newsletter:
1 minute market analysis
Major crypto headlines explained
Viral crypto tweets
Meme of the week
But first…
Learn AI in 5 minutes a day
What’s the secret to staying ahead of the curve in the world of AI? Information. Luckily, you can join 1,000,000+ early adopters reading The Rundown AI — the free newsletter that makes you smarter on AI with just a 5-minute read per day.
Market Analysis: Bitcoin Slides, But Insiders Shrug
Bitcoin has dropped 16% in five days, briefly falling below $80K—a 27% decline from its all-time high of $109K. Despite this, industry insiders remain unfazed. At Bitcoin Investor Week, fund managers and miners laughed off concerns, seeing the dip as an opportunity to accumulate. Meanwhile, AI’s growing energy demands could reshape Bitcoin mining decentralization, favoring well-capitalized players.
Key Stats:
BTC: Down 11% in 14 days
ETH: Down 12%
SOL: Down 28%
Total Crypto Market Cap: Down 20%
Possible reasons behind the crash:
Bybit Hack: $1.5B stolen by North Korea’s Lazarus Group tanked sentiment.
ETF Outflows: Record $1.1B net outflows from Bitcoin ETFs on Tuesday.
Macro Factors: Tariff fears, delayed interest rate cuts, and TradFi market downturns.
Market Manipulation: Some speculate whale-coordinated liquidations.
SOL Unlocking: 11.2M SOL ($1.52B) will be unlocked on March 1st, adding selling pressure.
Top Crypto Headlines 🗞️
1. BlackRock Adds Bitcoin ETF to Model Portfolio
BlackRock is allocating 1–2% of its $150B model portfolio to Bitcoin ETFs, marking a major institutional shift.
2. SEC Declares Memecoins ‘Not Securities’
The SEC ruled that memecoins are collectibles, not securities, clearing the way for more exchange listings while removing trader protections.
3. Bybit Hack: Largest in Crypto History
North Korea’s Lazarus Group stole $1.5B from Bybit, primarily in ETH and staking derivatives. Despite quick recovery efforts, trust in multi-sig security is shaken.
4. BitMEX Looking for a Buyer
The legendary derivatives exchange BitMEX is reportedly up for sale. This comes as crypto derivatives trading heats up, with Deribit rumored to be in talks with Kraken for a $5B acquisition.
5. Trump’s Metaverse Play
Donald Trump has filed a trademark application for a TRUMP-branded metaverse, claiming to offer economic and educational experiences. 🤔
MEME OF THE WEEK
WHAT’S TRENDING @ 𝕏
1) I have a lot of sympathy for gov’t employees: I, too, have not checked my email for the past few (hundred) days
And I can confirm that being unemployed is a lot less relaxing than it looks
— SBF (@SBF_FTX)
1:53 AM • Feb 25, 2025
The SEC (under the previous admin) tried to claim that Uniswap Labs operated an unregistered broker, exchange, and clearing agency, and issued an unregistered security. Those claims have now been dropped.
@Uniswap Labs is not a broker. The Uniswap Protocol is not an unregistered… x.com/i/web/status/1…
— Hayden Adams 🦄 (@haydenzadams)
6:20 PM • Feb 25, 2025
What crypto is digesting right now is the end of the memecoin boom. The combination of Melania, Libra, and the Lazarus Group using memecoins to launder stolen ETH will kill it dead. Maybe not today, but within 6 months.
The good news is there are already things ready to replace… x.com/i/web/status/1…
— Matt Hougan (@Matt_Hougan)
1:54 PM • Feb 25, 2025
Final Thoughts: Buy the Dip or Brace for More Pain?
Historically, 20% drawdowns are normal in bull markets. While some fear a bear market, long-term insiders remain confident. With BlackRock, Citadel, and Stripe deepening their crypto involvement, the case for a strong comeback remains.
📉 Short-term: High volatility, cautious trading. 📈 Long-term: Institutional adoption and crypto-friendly regulations remain strong tailwinds.
🔥 Your Turn:
Have market insights or analysis to share? Reply to this newsletter with your thoughts, and we'll feature the most valuable contributions in our next issue.
1 Risk Disclaimer: Market analysis provided is for informational purposes only. Cryptocurrency and meme asset investments carry significant risks. Past performance does not indicate future returns.