
Sina 🗝️⚡ 21st Capital|Jun 30, 2025 21:55
Bitcoin Intelligence Report 18 is out!
Just emailed to subscribers. And, I think this is our best work so far!
The fundamentals we were looking for are finally here!
We cover the arrival of full-stack stimulus:
- Trump’s push for 1% rates,
- Treasury’s stealth QE through curtailed long-term issuance,
- Aggressive fiscal expansion via the Big Beautiful Bill.
- A stablecoin bill adds structural Treasury demand.
- Onchain, Bitcoin shows resilience at key cost basis levels despite persistent profit-taking.
- Perp markets remain cautious but poised.
- With liquidity expanding, policy aligned, and Bitcoin supply capped, the stage is set for a breakout.
The setup is calling us to lean in!
Access here: https://account.21stcapital.com/blog/full-stack-stimulus
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