#DanielNadem

DAILY CRYPTO BRIEF — WHAT ACTUALLY MATTERED TODAY

Big capital, regulation, and infrastructure all moved at once today, and the pattern is becoming clearer.

Tom Lee’s BitMine quietly added nearly 100K ETH last week, pushing total holdings above 4M ETH. That’s not trading, that’s positioning. At the same time, Peter Thiel–backed Erebor Bank is raising $350M at a $4.35B valuation, explicitly targeting crypto and tech finance. Traditional capital isn’t stepping back — it’s building parallel rails.

On the regulatory side, pro-crypto Michael Selig is now officially CFTC Chair, while Trump Media added another 451 BTC, bringing its stack to over 11,500 BTC. Institutions aren’t waiting for perfect clarity — they’re acting inside the shift.

Infrastructure keeps expanding. Coinbase is acquiring a prediction markets firm. JPMorgan is exploring institutional crypto trading. Tether is preparing a US-compliant stablecoin. Even Strategy holding cash instead of buying BTC signals optionality, not hesitation.

This wasn’t noise. It was alignment. Big money is choosing lanes