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- $4K ETH and Big BTC Buys
$4K ETH and Big BTC Buys
PLUS: Our ETH call was just the start
Welcome back to The Warmup.
ETH spent the weekend tearing through resistance like wrapping paper, with ETF inflows fueling the frenzy.
Here’s what we’re watching:
Market Snapshot
Why ETH May Keep Outperforming SOL in 2025
We Called ETH’s $4K Breakout on Friday
Harvard Just Dropped $116M Into Bitcoin
What We’re Watching
Key Events this Week
Market: Majors opened strong but are pulling back. Alts led by PUMP, LDO, ENA. ETH ETFs saw $461M inflows, 4th highest ever. ETH/BTC now green YTD, up 100% from April lows.
Why ETH May Keep Outperforming SOL in 2025
What’s going on:
And the trend isn’t slowing.
Solana’s problem? More sellers than buyers. The early crypto-native demand is fading, and many holders are swapping SOL for other coins.
On the other hand, Ethereum had a rough 2024, which means it now has more room to bounce and big money is flowing in through ETH ETFs.
Even if Solana gets its own ETF, most of that new demand is still likely to go to ETH.
Plus, over 11M SOL from the FTX estate has already been unlocked. With more unlocks coming throughout the year, meaning more potential sell pressure ahead.
What it means:
Ethereum has momentum, new buyers, and ETF demand on its side. Solana is facing extra selling pressure.
If things keep going this way, ETH could keep beating SOL throughout 2025.
We Called ETH’s $4K Breakout on Friday – Did You Trade It?
On Friday’s edition of The Warmup, we told readers:
“ETH is about to break $4K. A clean retest could open the door to $5K.”
This weekend? ETH exploded past $4K.
Our readers weren’t surprised, they were already in.
That’s the difference between anticipating the move and chasing it after it’s all over X.
Now ETH is holding $4K with ETF inflows still pushing. $5K is in sight.
The only question: do you want more trades like this with pure signal, zero noise, simple to play?
Weekly livestreams. Real-time calls. Trades like this, before they happen.
Harvard Just Dropped $116M Into Bitcoin
What’s going on:
Harvard University made its biggest Web3 move ever, investing $116.6M into BlackRock’s Bitcoin ETF (IBIT) in Q2 2025. It is now Harvard’s 5th-largest portfolio holding and even bigger than its stake in Alphabet.
The filing shows IBIT is Harvard’s only direct crypto exposure, sitting alongside tech giants like Meta, Microsoft, Amazon, and NVIDIA. BlackRock is the leader in the Bitcoin ETF space, and Harvard picked it over any other option.
What it means:
Endowments like Harvard’s are some of the stickiest, most long-term capital in the market. They often copy each other, so one big buy can spark a wave of similar moves from other elite institutions.
And when they buy, they almost never sell.
This is not retail money chasing a short-term pump. It is slow, patient, institutional capital planting a flag in Bitcoin.
If other top universities follow, it could be a powerful long-term tailwind for BTC.
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Key Events this Week
LAYER Token Unlock (Aug 11): 27M LAYER (~9.5% of circulating supply, ~$17M) is unlocked.
U.S. July CPI (Aug 12): Key inflation data that could move crypto markets by changing Fed rate-cut expectations.
Circle Q2 Earnings (Aug 12): USDC stablecoin issuer reports results, offering insight into stablecoin growth and adoption.
Aptos Token Unlock (Aug 12): 11M APT (~2.2% of circulating supply, ~$52M) enters the market.
U.S. PPI & Jobless Claims (Aug 14): Report showing how much prices are rising for businesses, plus the number of people filing for unemployment.
Avalanche Token Unlock (Aug 15): 1.5M AVAX (~0.51% of circulating supply, ~$39M) unlocked.
Did you catch our ETH $4K breakout call? |
Right now, markets are moving on liquidity flows, not the classic boom-and-bust cycle.
Liquidity is high, central banks are keeping policy loose, and that’s fuel for risk assets like BTC and ETH.
In this environment, limited-supply assets tend to outperform because new money has fewer places to go.
Until liquidity starts shrinking, the play is to stay long on quality crypto and use pullbacks to add.
— The Warmup Team
Always do your own research. This newsletter is supplemental material to help educate readers as they make their own decisions. Projects mentioned here are provided to give a potential early-mover advantage.