The 41% Rebound That Slipped Under the Radar

Hello and welcome to Crypto Intel, the twice-weekly newsletter covering the latest updates, breaking news, and exciting opportunities in the crypto world.

No blow-off top. No capitulation low. Just a string of decisions—methodical, high-stakes, and loaded with long-term consequences.

One player is stacking faster than Strategy.

One government is laying the groundwork to unlock trillions. And one ETF is rewriting who really controls Bitcoin's float.

These aren't the loud moments that flood your feed.

They're the quiet bets that tend to matter most—especially when new money stops showing up.

Market-Moving News

The headlines didn't scream. But the signals were loud enough.

One story revealed just how far a company will go to become a Bitcoin proxy.

One showed how quickly governments can reverse course. And one hinted at a market now run by giants—not crowds.

Institutional Adoption

Semler Scientific Aims for 105,000 BTC by 2027 

Health tech firm Semler Scientific plans to boost its Bitcoin holdings from 3,800 BTC to 105,000 BTC by 2027.

The company aims to reach 10,000 BTC by the end of 2025 and 42,000 BTC by 2026.

It will fund the plan using a mix of equity sales, debt financing, and operational cash flow.

Semler recently appointed Bitcoin researcher Joe Burnett as director of Bitcoin strategy to lead the effort.

Burnett previously worked at Unchained and Blockware Solutions and has a background at EY.

He said Semler's move reflects a growing trend of companies adopting BTC as part of corporate treasury strategy.

If successful, Semler would hold 0.5% of Bitcoin's fixed 21M supply—on par with countries.

Japan's Metaplanet recently announced an even more ambitious 210,000 BTC goal by 2027.

However, VanEck's Matthew Sigel warned that Bitcoin-heavy strategies could backfire if stock prices fall near NAV.

He said equity dilution becomes a risk if share prices slump during heavy BTC buying.

Semler's stock is down nearly 41% this year, raising questions about market confidence. Still, its BTC position has generated a 287% yield and a $177M unrealized gain.

For investors, Semler's aggressive BTC strategy offers upside but adds volatility risk.

It signals how Bitcoin exposure is becoming a defining trait—not just a hedge—for public companies.

Regulation

South Korea Targets Spot Crypto ETFs in 2025 

South Korea's Financial Services Commission submitted a roadmap to launch spot crypto ETFs by late 2025.

The plan includes investor protections covering custody, operation, and risk evaluation.

The proposal also lifts the country's long-standing ban on ETFs tied to crypto assets. It marks a sharp pivot under President Lee Jae-myung's pro-crypto administration.

The FSC also plans to approve Korean won-based stablecoins before year-end. The move addresses past concerns about capital flight and domestic market stability.

These shifts reflect Lee's campaign pledge to modernize Korea's digital asset policies.

Earlier this month, he proposed legislation that would let companies issue stablecoins with just $366,000 in equity.

While the ETF plan is still under review, the regulator signaled phased approvals for institutional crypto access.

That could open doors to broader investment vehicles across Asia.

Analysts expect the rollout to mirror traditional ETF approval processes. Risk frameworks, monetary policy coordination, and custody infrastructure are key focus areas.

For investors, South Korea's pivot adds regulatory clarity and could unlock institutional capital across Asia.

If executed, it positions Korea as a serious contender in the global crypto ETF race—just behind the US.

Markets

BlackRock's Bitcoin ETF Now Holds 3.25% of BTC Supply 

BlackRock's iShares Bitcoin Trust (IBIT) has amassed $69.7B in BTC, holding 3.25% of the total supply.

It now commands over half the market share among all US spot BTC ETFs.

IBIT is the 23rd largest ETF globally, reflecting continued institutional demand. US Bitcoin ETFs saw eight straight days of positive inflows, totaling $388M on Wednesday.

Despite the surge, analysts say momentum may be stalling due to profit-taking and miner selling. Some believe the market needs a fresh catalyst to break higher.

Glassnode data shows average transaction sizes on the Bitcoin network hit $36,200.

Transactions over $100K now account for 89% of activity, showing dominance by large investors.

Meanwhile, the short-term holder base has shrunk by over 800K BTC since May. This suggests fewer new retail participants are entering the market.

If demand softens further, BTC may retest support around $92,000, according to CryptoQuant. Still, corporate treasuries and long-term whales continue to accumulate.

For investors, BlackRock's rise shows that institutional conviction is holding—even as retail cools.

But without fresh inflows from smaller players, BTC's upside may face headwinds until sentiment resets.

Future Forward

Big shifts rarely come with a headline—they creep in through small updates, quiet proposals, or subtle moves most people miss.

Blink, and you're reacting to a story that's already halfway written.

But spot the turn early, and you're ahead while everyone else scrambles to catch up. That's how you stop chasing charts—and start getting ahead of them.

Crypto Conferences:

💎 Web3 Summit Athens 2025 (Jun 21, 2025)

💎 Fintech Revolution Summit Nigeria 2025 (Jun 23, 2025)

💎 European DAO Workshop 2025 (Jun 23, 2025)

Upcoming Airdrops:

🎁 Sonic (S) Airdrop (June 2025)

🎁 SyncVault (SVTS) Airdrop (Q2 2025)

🎁 Nexpace (NXPC) Airdrop (May 15, 2025 - Aug 15, 2025)

Upcoming Token Launches:

🚀 THE P33L (P33L) TGE and Distribution (Jun 21, 2025)

🚀 Airas (AIRAS) IDO on Finceptor (Jun 22, 2025)

🚀 Descipher (DESCI) IDO on Seedify (Jun 19, 2025)

Which event are you most excited for? Let us know!

Crypto Know-How: What Is Bitcoin Mining?

Bitcoin mining is how new bitcoins are created and how the network stays secure.

Miners use powerful computers to solve puzzles that validate transactions and add them to the blockchain.

Every time a miner solves one of these puzzles, they're rewarded with newly created BTC. This reward also includes transaction fees from the block they added.

Mining helps keep the Bitcoin network decentralized and trustworthy since no single party controls the system.

But it takes a lot of electricity and computing power—so most mining today is done by large, specialized operations.

For most users, mining isn't something you need to do—it just happens in the background to make Bitcoin work.

But understanding it helps you see why Bitcoin is secure, scarce, and costly to cheat.

That's a wrap for now—if we missed something, you'd let us know, like always. Thanks for tuning in—same radar, next signal.

Everything Else

• Bitcoin sentiment hit "peak FUD," according to Santiment, with nearly equal bullish and bearish comments for the first time since Trump's April tariff shock.

• Thailand's SEC opened a public consultation on new crypto listing rules that would allow exchanges to list their own tokens with stricter disclosure standards.

• XBTO and Arab Bank Switzerland launched a BTC yield product for institutional clients, tapping the rising demand for structured crypto income strategies.

• Polymarket users are betting there's an 89% chance the GENIUS stablecoin bill becomes law after it passed the US Senate earlier this week.

• South Korea's central bank governor said he won't oppose a won-pegged stablecoin but warned it could complicate foreign exchange management.