A Bitcoin Supercycle in the Works? 🚀
One crypto catalyst you might've missed! 👀
Note: Please read our disclaimer at the bottom of the article.
#ATG 🙌 #BOP 🚀 Nation Update❤️️
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🚨Upcoming Happenings 🚨
Happy Thursday!
Dean from ATG Digital popping in to discuss upcoming happenings!
On Monday, June 30, we’ll begin our annual 2025 Midyear Review series.
In it, you’ll enjoy our top Substack articles — upvoted by you 🫵 — along with commentary.
Additionally, the market will be closed for Independence Day on Friday, July 4 — as will ATG Digital.
That said, we won’t have anything new to share with you that day!
Without further ado, let’s get into today’s content! 👇
Dean: A Huge Development 👀
If there’s one thing investors hate, it’s stagnant prices.
Stagnant is the perfect word to describe the current altcoin market.
So far in 2025, Bitcoin USD (BTC-USD) outperformed most altcoins:
Ethereum USD (ETH-USD), the largest altcoin, is down 26% year-to-date, while XRP USD (XRP-USD) — the third largest altcoin, is only up 4%.
Historically, it’s unusual for BTC to lead the pack.
In past bull markets, altcoins typically outpaced BTC in gains once the cycle kicked off. This time, BTC is leading while altcoins lag behind.
That said, there’s two trends developing that could make this cycle a BTC-specific supercycle!
Catalyst No. 1: The National Debt Crisis 🫨
Recently, I published a YouTube video detailing how chaos in the bond market — in conjunction with stagnant inflation — creates a tailwind for gold and BTC:
The TL;DR is that core inflation — a key metric that guides Chair Jerome Powell’s decisions on rates — remains stagnant, discouraging him from lowering rates.
Remember, should he cut too fast, it could cause inflation to remain sticky — or worse, to rise.
More money in circulation entices consumers to spend more, which usually supports sticky or rising prices.
Simultaneously, wakening demand in the bond market could drive interest rates higher should the Federal Reserve lift rates to entice investors to buy bonds:
Remember, the bond market helps the government pay interest on its growing debt, so the government has a huge interest in enticing buyers to the bond market.
As interest rates rise, so does the yield offered in the bond market.
Chair Powell has few options to stimulate demand for a huge amount of debt in the bond market and keep inflation at bay — most of which could benefit finite assets like gold and BTC.
He could:
🤑 Raise rates to entice buyers in the bond market with a higher yield, creating even more of a risk-off environment — great for finite assets like gold and BTC.
🤑 Print money to artificially buy bonds on the open market via quantitative easing (QE), an inflationary strategy that causes investors to seek finite assets like gold and BTC.
🤑 Leave rates at current levels, which is a great environment for BTC and gold due to investors sidestepping risk.
In essence, all roads lead to these scarce assets.
But there’s one more emerging trend creating a huge tailwind for BTC . . .
Catalyst No. 2: BTC Treasury Acceleration ⚡
New BTC treasury companies are emerging daily.
Just look at the recent purchase by ProCapt BTC, a new BTC treasury company:
ChatGPT estimates that BTC treasury companies (those dedicated to buying BTC) rocketed from 105 globally to 132 ⎯ up 25% year over year (YoY).
This doesn’t account for companies who hold some BTC on their balance sheets but their core businesses are unrelated to crypto, like GameStop Corp. (NYSE: GME).
Perhaps best of all, there seems to be some suppressed capital coming for BTC, according to the CEO of ProCap:
By the end of 2025, there could be many of these BTC treasury companies capable of buying BTC after raising billions of dollars, like ProCap.
This outcome isn’t discussed by mainstream media, but it seems like the biggest 2025 to 2026 catalyst for BTC — in my opinion!
We Spotted This Trend Early 🔎
Back in 2020, we took what was considered a risky bet on Strategy Inc. (Nasdaq: MSTR), the first BTC treasury company.
Since then, we’re up over 2,100%!
MSTR 0.00%↑ now owns 592,345, or 2.82%, of all BTC to ever exist, with no signs of stopping!
With so much demand coming for BTC — including favorable macro tailwinds — BTC and the crypto market could explode in the later half of 2025.
To stay ahead of budding trends, consider subscribing to an ATG Tier today.
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#OGI100: Thursday, June 26, 2025
The #OGI100 is up 1.18% today.
Created on September 22, 2022, the #OGI100 is an index/portfolio comprised of opportunity, growth, innovation, and crypto-related investments.
Our goals with the #OGI100 are twofold . . .
First, we want readers to get a sense of what our investments are doing in the market, because they can sometimes perform very differently than traditional indices (like the S&P 500 or Nasdaq 100).
Second, we’d like to eventually turn the #OGI100 into an exchange-traded fund (ETF).
That way, instead of owning hundreds of growth stocks, you can get exposure to ATG Digital thinking — in opportunity, growth, innovation, and crypto — all in one place.
To learn more or to express your support for the launch of an ETF (by completing a poll), click here.
Tomorrow: Dan will cover a precious metals pick! ⛏️
3 BIG Biotechs For Your Portfolio 🧬
Only the the strongest stocks will survive in today’s challenging markets.
And in today’s YouTube video, ATG Digital analyst Dan covers three biotech plays he believes are poised to survive and thrive in this market.
Find out why in the video below:
As always, make sure to like, comment, and subscribe to the channel!
Would You Have Sold? 😱
Sure, BTC is now heralded as one of the best ways to store wealth . . .
But in the early days, not so much!
Just look at the once-in-a-lifetime trade Greg passed up on . . . 😳 👇
On Thursday, June 26, 2025, we hope you’re not selling BTC for cheap! 🧐
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Disclaimer/Legal Stuff Written in Plain English
What you read/watch/hear is OPINION, not financial/investment advice. Treat it no different than when you read/watch/hear your favorite author/YouTuber/podcaster. Despite our best efforts, we get things wrong and make mistakes. Investing is risky. There is no guarantee you will make money. Your investments may lose value. That’s RISK. Past performance is no guarantee of future results. Employees, contractors, and owners of ATG Digital, LLC own/trade/transact in the stocks, options, and crypto that are the subject of our trade alerts, updates, reports, and commentaries. We cannot give you personalized financial advice because we are NOT financial advisors. It’s on you to decide how much/when/what to buy/sell based on YOUR financial needs, plans, and risk preferences. There are no guarantees. Loss of your capital is an outcome that you should evaluate carefully with a financial advisor before you trade, speculate, or invest. It's your money and your responsibility.