Nostr notes by BitcoinFriday

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2026-05-12T20:52:21+02:00

The Latest Bitcoin & Macro news: Weekly Recap 21.04.2026:

https://yakihonne.com/article/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqy88wumn8ghj7mn0wvhxcmmv9uq3xamnwvaz7tm0venxx6rpd9hzuur4vghsq9tsvcex7n6kwekxc6e3fp55junxvd5hquztsewszf

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⭐️ Many thanks⭐️

Felipe - Bitcoin Friday!

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2026-05-12T20:50:28+02:00

Disclaimer: I am still a bit behind on the news each week, but I still want to share these insights with you.

In this post, I will share the recap for the period 13.04 - 21.04

On Nostr, I will exclusively share the most significant Bitcoin news. (this note)

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Yakihonne. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

🧠Quote(s) of the week:

> 'Good morning. Reject centralized control. Buy Bitcoin, refuse CBDCs, and vote for less government, not more. Have a great day.' - James Lavish

> 'Throughout history, all fiat currencies eventually face the same pressures. When debt grows faster than income and money needs to be created to fill the gap, the value of that money changes. This isn’t a prediction—it’s a pattern that has repeated many times. Understanding how these systems work helps you think more clearly about what comes next.' - Ray Dalio

🧡Bitcoin news🧡

Photos hosted by Azzamo ( https://azzamo.net/)

On the 13th of April:

➡️Standard Chartered's head of digital assets says Bitcoin will hit $500,000 by 2030—near-term target: $100,000 by the end of 2026. If Bitcoin matches gold's market cap, that's $1.6 million per coin. -Bitcoin Archive

➡️Map of Businesses Accepting Payment in Bitcoin. - Documenting Bitcoin

https://cdn.azzamo.media/509606a402742225cb8470a7a0eb2921e9fbe9df0ac4ae476d3616cc23484829

On the 14th of April:

➡️Daniel Batten:
2017-2021: "Bitcoin is bad for the environment."
2023: "Well ... it's nuanced."
2025: "Bitcoin mining is beneficial to the environment."
2026: "Without Bitcoin mining, renewable energy transition and methane mitigation at scale is not possible."

On the 15th of April:

➡️'The world is drowning in debt, and the IMF just put a date on it. Global government debt is set to hit 100% of GDP by 2029, two years earlier than expected. The two biggest drivers are the US and China. More debt means more money for printing.
Spending more money on printing drives inflation. And Inflation means every dollar you hold today buys less tomorrow. This is exactly the environment Bitcoin was built for. Fixed supply, no central bank. No government can print more of it.

https://cdn.azzamo.media/6c880b244733bac40c64f68fa4fa2a05553c9828682313cfe81e8a87fc580cd3

While every currency in the world is quietly being devalued, Bitcoin's supply remains the same. 21 million: That number does not change regardless of how much debt the world adds.' - Bitcoin Archive

➡️Pakistan has lifted its 8-year ban on Bitcoin. The State Bank will now allow banks to provide services to licensed virtual asset providers. - TFTC

➡️Bitcoin is about to get trillions of dollars in new inflows. Americans aged 60 and older hold $110 trillion in wealth. Most of it will eventually be passed down to younger generations. 45% of that younger generation already owns Bitcoin and crypto. So when they receive this wealth, their first investment will be in Bitcoin. Grayscale estimates that even a 2% flow of that into Bitcoin and crypto brings $2.2 trillion in net new demand. Bitcoin's entire market cap today is $1.5 trillion. We are witnessing the most bullish structural setup Bitcoin has ever had. And it has not even started yet.

Bitcoin News: BITCOIN COMMUNITY PUSHES BACK AGAINST PROPOSAL TO FREEZE SATOSHI’S COINS

➡️Bitcoin developers have proposed BIP 361 to freeze early wallets with potential quantum vulnerabilities, including Satoshi-era addresses from 2010–11. These wallets hold over 4M BTC and are seen as long-term risk targets if quantum computing advances. The proposal has sparked major pushback. Critics argue that forcing migration at the consensus layer is too heavy-handed, breaking from Bitcoin’s tradition of voluntary upgrades driven by wallet defaults and incentives. They also note the quantum threat remains theoretical, with attack economics unlikely to target most users. Opponents warn that setting deadlines and invalidating legacy signatures could introduce unnecessary disruption and a dangerous precedent for protocol-level fund restrictions.

https://cdn.azzamo.media/710a9f67dc1bcfae536305a86716c1bf8450b84949ce7aca18c65d90c7401acd

Adam Back calls for an optional quantum-safe upgrade, rejecting the BIP-361 plan to freeze vulnerable coins.

On the 16th of April:

➡️Bitcoin Archive: BITCOIN HAS WON OVER WALLSTREET
In just 6 months, BofA recommended ETFs, Morgan Stanley launched its own Bitcoin ETF, and Goldman Sachs filed for one. This is how adoption accelerates.

https://cdn.azzamo.media/f823ba5c1bb0c5c8e40f4e5ad4090e28ae53fa4100c047016c348c55dfaf5aed

➡️'Security researcher uncovers large-scale counterfeit Ledger Nano S Plus operation distributing compromised devices across multiple platforms.

A fake unit purchased from a Chinese marketplace contained modified hardware using an ESP32 chip instead of Ledger’s secure element, with seeds and PINs stored in plain text and sent to attacker-controlled servers.

The device ran fake firmware labeled “Nano S+ V2.1” and supported ~20 blockchains, draining any wallet initialized on it. The seller also provided a malicious version of Ledger Live, built with React Native, signed with a debug certificate, and designed to intercept transactions and exfiltrate sensitive data to multiple command-and-control servers.
The campaign spans five attack vectors: compromised hardware, Android APKs, Windows EXE files, macOS DMG installers, and iOS apps distributed via TestFlight to bypass App Store review.

Experts warn that “genuine check” features can be bypassed if hardware is compromised at the source, making third-party marketplace purchases especially dangerous.

Please buy hardware wallets only from official sources, avoid devices with pre-generated seeds, and do not enter recovery phrases into companion apps.

A full report has been submitted to Ledger’s security team, with further technical details expected after internal review.' - Bitcoin News

➡️“BITCOIN’S MARKET IS BIGGER THAN GOLD” — BITWISE CIO.
Matt Hougan says Bitcoin’s total addressable market exceeds that of gold at $34 trillion. Since the Iran conflict started, BTC is up 12%. Gold -10%. S&P -1%. Bitcoin is less than 4% of the store-of-value market. At 17%, it’s $1 million per coin. - Bitcoin Archive

➡️Distribution Map of Computers Running Bitcoin Nodes:

https://cdn.azzamo.media/e0f38e449a17530948ec5662fc07201c5d0db8dc643688c922f4f6e8a0f87290

On the 17th of April:

➡️Former Treasury Secretary Henry Paulson called on U.S. authorities to prepare a back-up plan to avert a potential collapse in demand for Treasuries

Source: https://archive.ph/DvnFP
Henry Paulson Suggests U.S. Make a Break-Glass Treasuries Plan - Bloomberg

'The man who helped the U.S. economy recover from the 2008 financial crisis is now warning of something far worse. Former Treasury Secretary Henry Paulson says a U.S. debt crisis is coming. He says when the Fed becomes the only buyer of Treasuries and yields keep rising, the system breaks. Unlike 2008, the government won't have the fiscal resources to bail itself out this time. $39 trillion in U.S. government debt, rising yields making it more expensive to service. The only option left is printing more money to pay off old debt with new debt. Every dollar printed devalues the ones already in your pocket. Bitcoin has a fixed supply of 21 million. No one can print more, no central bank can debase it, no government can inflate it away to cover its own spending. When the people who managed the last crisis are warning about the next one, one should pay attention to what sits outside the system entirely: BITCOIN.'- Bitcoin Archive

Oh, and by the way, there is never going to be a Treasury market crisis. Ultimately, the Fed can always buy it all and set rates to whatever it wants. However, there can be an FX crisis.

➡️CitiBank: Combining Bitcoin and gold in a portfolio produces superior returns compared to traditional bond-equity mixes.

➡️$1.5 MILLION PER BITCOIN BY 2030 ARK Invest’s Cathie Wood said Bitcoin hasn’t “even begun” because major banks were still sleeping last year. “Since the SEC has given the green light…our prediction has doubled, and the timeline has moved up.” - Bitcoin Archive

➡️$9 Trillion Charles Schwab CEO says the platform has already rolled out Bitcoin trading internally, with employees actively trading. Customer access is set to launch in the coming weeks. Bitcoin is going mainstream. - Bitcoin Archive

➡️The Strait of Hormuz is open, Bitcoin is ripping to $80,000, the clarity act is passing next month, the bottom is in, and you’re not bullish enough. $170,000 by the end of the year (JP Morgan said so). - The Bitcoin Therapist

➡️Bitcoin surges above $77,000 for the first time since February 3rd. Asset owners continue to win in this market. - TKL

➡️94% OF THE WORLD’S MILLIONAIRES cannot own a whole Bitcoin. There are 50 million millionaires globally, but only 21 million Bitcoins will ever exist. You only need 0.24 Bitcoin to be in the top 1% of all Bitcoin holders globally. - Bitcoin Archive

➡️ U.S. Congresswoman Sheri Biggs purchases up to $250,000 in Bitcoin ETFs.
Joe Consorti: "There's pretty clear insider trading going on in Washington right now. I've seen this movie enough times to know what happens next. Congress knows the CLARITY Act is nearing the finish line, and they're loading up their bags. And you're bearish?"

ON the 18th of April:

➡️2.43M BITCOIN LEFT ON EXCHANGES (7-YEAR LOW) Bitcoin is being bought at its fastest pace in 10 years, with 30-day outflows of $3.4B+. Whales accumulated 270K Bitcoin in 30 days, while setting a record by buying 32K Bitcoin in a single day. - Bitcoin Archive

➡️U.S. government-linked wallets moved 8.2 BTC, worth about $628,000, from funds seized in the 2016 Bitfinex hack to Coinbase Prime, according to Arkham Intelligence.

➡️The world’s largest asset manager, BlackRock, has been buying Bitcoin for 8 straight days. IBIT bought $284 million worth of Bitcoin yesterday. Total purchases now stand at $1.34 billion in just 8 days. Relentless accumulation.

➡️TFTC: A country of 7 million people now commands roughly 3% of the global Bitcoin hashrate. Paraguay's mining story is one of the most underreported developments in the industry. Miners consume an estimated 600 megawatts of electricity there, roughly 25% of the country's share of the Itaipú Dam. Electricity costs as low as $0.033 per kilowatt-hour make it one of the cheapest places to mine on Earth.

For decades, Paraguay had been selling its surplus Itaipú power to Brazil for around $10 per megawatt-hour. Bitcoin miners showed up offering $40. By 2024, there were 45 licensed operations with another 20 applicants proposing 2,000 megawatts of additional capacity.

But the boom attracted a massive illegal mining problem. Operations were stealing electricity through fraudulent grid connections on an industrial scale. In 2023, authorities shut down 43 illicit networks that together consumed 90 megawatts. Paraguay responded by updating its penal code to impose 10-year prison sentences for electricity theft tied to mining. In March 2026, the government flipped the script. Rather than just cracking down, Paraguay launched a state-led mining operation, deploying nearly 30,000 seized rigs at government facilities. The national electricity authority now owns and manages the infrastructure directly, turning confiscated hardware and surplus power into sovereign revenue. HivedigitalTech operates 300 megawatts across two Paraguayan sites, mining over 12 Bitcoin per day and commanding roughly 3% of the global network. The company says it's on pace to become the largest payer in the country, measured in U.S. dollars, each month. Paraguay had more power than it could use and a dam that's been waiting for a better buyer since 1984. Bitcoin showed up with the best offer anyone had made in 40 years.

https://cdn.azzamo.media/10c4484c070c5df212aba82bc4a7e8c4746566c5e6c33c81f602ccc3fb9a2294

➡️Bitcoin is chaos insurance. Bitcoin has outperformed every major asset or index in each crisis. 7 out of 7 times. No other asset comes close.

https://cdn.azzamo.media/1126e965f1e7db29a9312e49c3a1c42e0d32ec327793374de5d8e7da422b488e

➡️Checkmate: Folks fantasize over buying the final wick of a bear. What they should do is DCA the bottom fifth of the market cycle. You're buying every time there is an 80%+ chance it's the bottom. Every Bitcoin price below $70k is/was that 'bottom-fifth' zone. Keep it simple.'

https://cdn.azzamo.media/89b52b29c2ce50a971524b5322c1e484c123a3b78bcb453ab5ad87339d0a8298

➡️MORGAN STANLEY'S BITCOIN WALLET IS PUBLIC Morgan Stanley's (now holding 1,348+ Bitcoin) now has a PUBLIC Bitcoin wallet that you can track in real-time. - Arkham

On the 19th of April:

➡️Bitcoin ETFs just pulled in $996M in weekly net inflows, the strongest showing since mid-January and a clear reversal from March’s outflow-heavy environment. The move was driven by a late-week surge, including a $663.9M single-day inflow, as institutional capital rotated back into risk assets amid easing macro tensions and a weakening dollar. Total ETF assets have now surpassed $100B, signaling that institutional demand for Bitcoin exposure is re-accelerating after a choppy start to the year. - Bitcoin News

➡️BlackRock's IBIT holders paid over $240 million in fees last year for exposure to an asset they could hold directly. Yikes, you are paying a management fee for brokerage convenience and balance-sheet services. That may be worth it to some of you, but it is still a cost for exposure to an asset that can be held directly.

➡️This chart is wild. The Bitcoin ETF launched by the largest asset manager in the world vs one man dedicated to buying as much Bitcoin as humanly possible. Saylor is closing the gap. - Luke Martin

https://cdn.azzamo.media/84137268208519b4fb5e2dd8e246b91569728b8184382dc8ce7aab1800e329e9

On the 20th of April:

➡️PALANTIR CO-FOUNDER: "There’s one buyer that will be important in Bitcoin…AI Agents." Joe Lonsdale, a Palantir co-founder, predicted last year that AI Agents could be among the biggest users of Bitcoin & crypto. NOW: AI Agents make up 19% of all on-chain activity. - Bitcoin Archive

➡️Sen. Rand Paul: "We bring in $5 trillion. We spend $7 trillion. We borrow the difference. The Fed prints money to cover it. That's Inflation. And Inflation is making you poorer."

I have a solution: Bitcoin!

➡️$12 TRILLION CHARLES SCHWAB now recommends up to 7% of assets in aggressive portfolios allocated to Bitcoin. That would be $854 BILLION BTC if applied to their total Assets Under Management (AUM). - Bitcoin Archive

🎁If you have made it this far, I would like to give you a little gift:
What Bitcoin Did - Can Bitcoin Save The West? | American HODL & Peter McCormack
“There’s a reality here that you guys are all asleep to… we are the only alternative path.” American HODL & Peter McCormack join the show to break down the growing divide across the West, the collapse of trust in institutions, and whether the current political system is already failing. We’re moving from a high-trust to a low-trust society, where incentives are broken, democracy is increasingly unstable, and the middle ground between left and right is disappearing. As countries like the UK decline economically and culturally, the risk isn’t just stagnation, it’s escalation. They discuss whether this leads to conflict or some form of authoritarianism, why freedom is so difficult to sell politically, and whether Bitcoin can realistically serve as an alternative system. They also discuss the collapse of the middle class, AI-driven disruption, the role of media in accelerating division, and whether Bitcoin arrives in time or becomes a hedge against what comes next."

Click here: https://youtu.be/y14I87e6XII

Credit: I have used multiple sources!

My savings account: Bitcoin.
The tool I recommend for setting up a Bitcoin savings plan is **PocketBitcoin**, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. (from now on, full KYC, so be aware)

> Use the code SE3997

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
Is this post helpful to you?
If so, please share it and support my work with a zap.
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⭐ Many thanks⭐
Felipe - Bitcoin Friday!
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The Latest Bitcoin & Macro news: Weekly Recap 13.04.2026: ...

2026-04-28T22:37:12+02:00

The Latest Bitcoin & Macro news: Weekly Recap 13.04.2026:

https://yakihonne.com/article/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqy88wumn8ghj7mn0wvhxcmmv9uq3xamnwvaz7tm0venxx6rpd9hzuur4vghsq9tsvcex7n6kwekxc6e3fp55junxvd5hquztsewszf

Do you think this post is helpful? If so, please share it with your friends, family, and co-workers, and support my work with a zap.
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⭐️ Many thanks⭐️

Felipe - Bitcoin Friday!

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

Nostr event nevent1qqs2wmcdxykussdfuuc4wn4kzyr2t5tapyyfkxestct0npc07gtuj6gzyq78msk9slhvupg0h3jcpxckp8geyplcyhwhva2tnyz7nj5q2ep2sakccev

2026-04-28T22:35:25+02:00

Disclaimer: I am still a bit behind on the news each week, but I still want to share these insights with you.

In this post, I will share the recap for the period 07.04 - 13.04

On Nostr, I will exclusively share the most significant Bitcoin news. (this note)

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Yakihonne. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

🧠Quote(s) of the week:

> 'For 5000 years, people have agreed:
> 3000 BC: Money should be scarce.
> 2000 BC: Money should be scarce.
> 1000 BC: Money should be scarce.
> 0: Money should be scarce.
> 1000: Money should be scarce.
> 1500: Money should be scarce.
> 1900: Money should be scarce.
> 1914-1970: Ok, but what if it’s not?
> 1971: Money is what the government says it is.
> 1990: Financialize all the things.
> 2008: Oops, maybe not.
> 2009: Money should be scarce -> Bitcoin.
> 2010-2019: Bitcoin makes no sense.
> 2020: Money printer go brrrr.
> 2021: Wait, maybe Bitcoin makes sense.
> 2025: Money should be scarce.
> A currency that can be infinitely printed by a government is an anomaly. You don’t have to accept it; opt out with Bitcoin.' - Bitcoin Teddy

🧡Bitcoin news🧡

Photos hosted by Azzamo ( https://azzamo.net/)

On the 7th of April:

➡️FDIC approves proposal to implement the requirements and standards for US stablecoins under the GENIUS Act.

Bull Theory: "The FDIC today approved a full regulatory framework for stablecoin issuers under the GENIUS Act. Here is what it means: Every stablecoin must be backed 1:1 with real assets. If there are $1 billion worth of stablecoins in circulation, the issuer must hold $1 billion in actual reserves without any exceptions. Every stablecoin must be redeemable on demand at face value. If you hold $100 in stablecoins, you can always get $100 back.

Reserve assets cannot be rehypothecated or reused. The reserves must sit fully segregated and cannot be used for any other financial activity. Stablecoin issuers cannot pay interest or yield to holders simply for holding the coin. This directly affects yield-bearing stablecoin products currently in the market. If redemption requests exceed 10% of all outstanding stablecoins within a single 24-hour period, it triggers a significant redemption event requiring immediate action. Stablecoin issuers must meet capital requirements and risk management standards similar to those of banks. Quarterly reporting and CEO signed audits are required. Banks that hold or manage stablecoins on behalf of customers are subject to the same rules, with one important clarification. FDIC insurance covers the issuer's reserve deposits at the bank level, not individual token holders. Why is this good for crypto?

Right now, stablecoins operate in a gray area. No clear rules means no trust from institutions, no trust from regulators, and no certainty for users. These rules change that. Regulated stablecoins backed by real reserves and covered by FDIC insurance become as safe as a bank deposit. That opens the door for banks, pension funds, and large institutions to use stablecoins without legal risk. A regulated stablecoin market is the foundation that the rest of crypto needs to grow."

➡️2025 is in the rear view - but the "Retire on Bitcoin" numbers have barely changed. My retirement guide estimates, with a $100k/yr living cost (2026 dollars)... 3.5 - 4.5 BTC will be needed to retire by 2030 for many people. Just pick your age and retirement year. - Sminston With

https://cdn.azzamo.media/f3684c348f9431eb281745daf069295fa37e644df6f4374980da110b3b5ac484

➡️Morgan Stanley's spot Bitcoin ETF is expected to begin trading as early as tomorrow
Why is this so important?
- 16,000 financial advisors can now recommend Bitcoin
- $7.4T in assets
- The first spot Bitcoin ETF issued directly by a major U.S. bank
- Lowest fee at 0.14%

On the 8th of April:

➡️Strategy is buying Bitcoin 2.2x faster than the new supply is being created. 94,470 BTC were bought in 2026 alone, while only 43,000 BTC were mined. One buyer is outpacing Bitcoin’s entire issuance.

➡️The rational root: Different presidents, same monetary direction.

https://cdn.azzamo.media/609bf3d9dc981049e6fb49856f9dad7593336f567e256898a7ddc49e5809ed28

➡️Long-term holders now hold 21% of the total Bitcoin supply. Available Bitcoin supply keeps shrinking. - Bitcoin Archive

https://cdn.azzamo.media/0dfa46d4897713207e5ff146965d2b0bf474d09db92d8cad99093516b23cd95c

➡️Iran is accepting Bitcoin for transit toll payments — Financial Times

https://cdn.azzamo.media/83bb86375a2fe596d3443e080d6c09affb69ab08c070f383d81420ce4a18176c

TFTC: Iran is charging crypto tolls for every ship passing through the Strait of Hormuz.

Hours after the ceasefire was announced, Iran's oil exporters' union told the Financial Times that every tanker transiting the Strait must email authorities with cargo details, then pay $1 per barrel in bitcoin or stablecoins. For a fully loaded supertanker carrying 2 million barrels, that's a $2 million toll. Empty vessels pass free. Ships that try to transit without permission "will be destroyed."

The IRGC has turned the most critical energy chokepoint on Earth into a functioning toll booth. Roughly 20% of the world's daily oil supply flows through this Strait. At pre-war volumes, this system could generate $600 million per month.

Payment must be in crypto or yuan. No dollars. No SWIFT. Iran can't use the traditional financial system because of sanctions, so they built around it in real time. Ship operators pay in bitcoin or stablecoins, settling in seconds so transactions "can't be traced or confiscated due to sanctions." At least 26 vessels had already transited under IRGC clearance as of mid-March, with Lloyd's List confirming that at least one operator paid approximately $2 million. The IRGC ranks nations on a 1-to-5 scale of friendliness. China, Russia, and Pakistan get favorable terms. Ships linked to the US or Israel are excluded entirely.

This is the largest real-world stablecoin use case ever recorded. Not DeFi yield farming. Not NFT speculation. A sovereign nation is using censorship-resistant money to collect tolls on global energy shipments because the dollar system locked them out.

Bitcoiners have said for a decade that this is exactly what would happen. When you weaponize the financial system, adversaries don't comply. They route around it."

➡️Morgan Stanley's spot Bitcoin ETF is on track to be in the "top 1% of ETF launches" today — Bloomberg's Eric Balchunas

On the 9th of April:

➡️Bitcoin devs just built a prototype to protect wallets from quantum attacks. Even in worst-case scenarios, Bitcoin could pause normal spending while still allowing users to recover their funds using this new method. Quantum defenses are already being built. - Bitcoin Archive

➡️Bitcoin exchange deposits just hit a 10-year low. Supply is being held, not sold.

https://cdn.azzamo.media/ab61071a8904c810c52be804db58a4f99d3e59e67b8a1c06e443d541bd0f2232

➡️Billionaire Ron Baron spelled it out in the simplest way possible:
Money loses 4-5% of its value to Inflation each year, while the economy grows about 2% each year. That’s roughly 7% erosion + growth -- which means prices double about every decade while cash keeps falling behind. If your money is melting, you have to own assets that outrun Inflation.

That’s why Bitcoin has crushed every major asset over the last decade. When the system inflates, BTC protects

Another one: Former Finance professor Tad Smith:
"After 25 years teaching finance, I realized at 58: If the money printer grows 8-10% annually and the S&P 500 returns ~9%, it’s just treading water. True wealth comes from outpacing the printer. That’s the Bitcoin journey."

➡️Bitcoin Archive:
- Bitcoin just crossed over the MACD on the weekly chart.
- A good indicator of changing momentum from bearish to bullish.
- Last cycle, it took the unexpected collapse of FTX to prolong the bear market.
This time? Unless the war escalates and markets melt down, it looks like a safe bet that a bottom is forming here.

On the 10th of April:

➡️'Bitcoin’s quantum defenses are progressing fast. In the last 2 days, two major quantum-related updates have been released for Bitcoin. One prototype lets users recover their funds if quantum computers break current signatures. Another proposal shows Bitcoin transactions can be made quantum-safe without changing the protocol.' - Bitcoin Archive

➡️If you saved $10,000 in US dollars in 2021, it would buy about $8,000 worth of goods today. If you put $10,000 into Bitcoin in 2021, it would be worth about $24,000 today. Bitcoin protects and grows your wealth.

➡️Sure, Bitcoin is dead. Over 731,000 BTC (~$51.9 billion) moved across 572,454 transactions in 144 blocks, settled in 24 hours. For context, Visa processes ~$41B/day. - Eli Nager

➡️There is a 275% gap between the Inflation you're told and real Inflation. This is why we have Bitcoin. - Bitcoin Teddy

➡️Japan officially approved a bill recognizing Bitcoin and crypto as financial assets. Another step toward mainstream adoption. - Bitcoin Archive

➡️Bitcoin's net exchange volume 30-day moving average has been negative since March 3, signaling accumulation.

➡️'Since I started buying Bitcoin, I have stopped buying more than 97% of the crap I used to tell myself I needed.' - Fernando Nikolic

Yet to find a single Bitcoiner who has not noticed this same effect. One of the biggest environmental benefits of Bitcoin is its ability to reduce overconsumption.

On the 11th of April:

➡️'A lot of people laughed at Michael Saylor when he called
STRC has its iPhone moment. STRC added 3,447 worth $250 million yesterday. Nearly 8 days' worth of newly mined supply has been removed from the market. This week alone, his company raised nearly $700,000,000 and bought nearly 10,000 BTC at the bottom of the bear market. This is one of the most successful financial products of all time.' - The Bitcoin Therapist

On the 13th of April:

➡️Standard Chartered's head of digital assets says Bitcoin will hit $500,000 by 2030—near-term target: $100,000 by the end of 2026. If Bitcoin matches gold's market cap, that's $1.6 million per coin. -Bitcoin Archive

➡️Map of Businesses Accepting Payment in Bitcoin. - Documenting Bitcoin

> 'Throughout history, all fiat currencies eventually face the same pressures. When debt grows faster than income and money needs to be created to fill the gap, the value of that money changes. This isn’t a prediction—it’s a pattern that has repeated many times. Understanding how these systems work helps you think more clearly about what comes next.' - Ray Dalio

🎁If you have made it this far, I would like to give you a little gift:

What Bitcoin Did - The System Cannot Survive What’s Coming | Jeff Booth

“You’ve been deceived your entire life.” Jeff Booth returns to the show to break down Bitcoin, AI, Inflation, debt, deflation, and the kind of systemic chaos that could reshape everything people think they know about money. If Jeff is right, we are heading into a period of supply chain shocks, Inflation spikes, mass money printing, job destruction from AI, and a brutal repricing of the global economy. In this episode, Jeff explains why the natural state of the free market is deflation, why Bitcoin is the only real path to agency, why trusting digital credit and custodians could end in disaster, and why most people still cannot see the system they are trapped inside. We also get into whether Strategy and the digital credit thesis are dangerous for Bitcoin, why AI changes everything faster than most people realize, and what a true Bitcoin economy might actually look like.

Click here: https://youtu.be/hC-I9YXEP_c

Credit: I have used multiple sources!

My savings account: Bitcoin.
The tool I recommend for setting up a Bitcoin savings plan is **PocketBitcoin**, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. (from now on, full KYC, so be aware)

> Use the code SE3997

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
Is this post helpful to you?
If so, please share it and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐ Many thanks⭐
Felipe - Bitcoin Friday!
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Nostr event nevent1qqspqztugzcc39a28yu3ltn6vp8n8fqmm6z7pavnu9me8yluqjqauhgzyq78msk9slhvupg0h3jcpxckp8geyplcyhwhva2tnyz7nj5q2ep2shgp3ek

2026-04-24T20:55:12+02:00

The Latest Bitcoin & Macro news: Weekly Recap 07.04.2026:

naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqy2hwumn8ghj7un9d3shjtnyv9kh2uewd9hj7qq4d3ayjjrc0gu4swtygeekzstjxdfyyvzg2y7qj9m2

Do you think this post is helpful? If so, please share it with your friends, family, and co-workers, and support my work with a zap.

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

⭐️ Many thanks⭐️

Felipe - Bitcoin Friday!

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

Nostr event nevent1qqs05cvu0flcc0jqft0l2c6w7admzx6r0qla6d4y9lsl334lyhvq58czyq78msk9slhvupg0h3jcpxckp8geyplcyhwhva2tnyz7nj5q2ep2s44pejg

2026-04-24T20:54:08+02:00

Disclaimer: I am still a bit behind on the news each week, but I still want to share these insights with you.

In this post, I will share the recap for the period 30.03 - 07.04

On Nostr, I will exclusively share the most significant Bitcoin news. (this note)

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Yakihonne. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

🧠Quote(s) of the week:

'Bitcoin is the first truly neutral global monetary base layer, much like the internet is for information. It’s a protocol for unbiased value transfer, free from central manipulation. In a world of fiat noise, Bitcoin is the signal. Choose your foundation wisely.' - Jeff Booth

🧡Bitcoin news🧡

Photos hosted by Azzamo ( https://azzamo.net/)

On the 31st of March:

➡️The median home price has tripled since 1980, after adjusting for Inflation. Wages over the same period are up 18%. That one gap explains more about the economy than any jobs report or GDP number ever will. Housing didn't become unaffordable because people got lazier. It became unaffordable because asset prices outpaced wages by a factor that compounds every single year. In 1980, the median home cost 3.9 times the median household income. Today it costs 5 times. A 20% down payment went from $12,740 to over $83,000. The paycheck that's supposed to cover it barely kept pace in real terms over 44 years. This is what currency debasement looks like up close. The dollar has lost over 70% of its purchasing power since 1980. That doesn't show up on a grocery receipt all at once. It shows up over decades in the growing distance between what people earn and what things cost. The generation that bought homes at 3.9x income is telling the generation facing 5x income to work harder. The math doesn't back that up. - TFTC
Got Bitcoin?

https://cdn.azzamo.media/698daa85f3331f2ba1acf22ee47cf0277ede4ad8bb7f9ae65dca5820cabc5d19

➡️Here we go again.
Dutch Inflation rose to 2.7% in March, according to a flash estimate by Statistics Netherlands. One notable detail: energy prices jumped by 6% — yet this received little attention in the headline narrative.
Based on recent trends, the risk of further increases remains real.
→ Average savings rate in the Netherlands: below 1.30%, according to De Nederlandsche Bank
→ Inflation: 2.7% and potentially rising
→ The result: your purchasing power is eroding faster than you think
In a world of ultra-low savings rates and rising Inflation, saving is no longer rewarded.
And bonds — even for pensions — aren’t much better. - Jeroen Blokland

➡️Google estimates that breaking Bitcoin’s cryptography could require fewer than 500K physical qubits and only 1.2K–1.45K high-quality logical qubits, far below previous estimates in the millions. Taproot may increase the number of vulnerable wallets, as it exposes pub keys.' - Bitcoin News

Now hold your horses:

TFTC with a great explanation on the matter.

"A quantum computer just "broke" Bitcoin. Except it didn't. Not even close. Google Quantum AI published a paper showing that they've reduced the theoretical ECDSA attack to 1,200 logical qubits. They didn't publish the circuits. They didn't run the attack. They published a zero-knowledge proof that their math works, then cited national security.

Here's where we actually are.
Entangled logical qubits achieved so far: 96 Coherence time: 1-2 seconds
Time the attack requires: days Physical qubits needed: 500,000
Largest quantum computer today: 1,200 noisy, non-error-corrected qubits

That's a 100,000x coherence gap. It's not a software problem. It's a fundamental engineering problem that nobody has solved.
But here's what most people miss.
Bitcoin developers aren't waiting for a crisis.
They're already shipping. SHRIMPS: post-quantum signatures 3x smaller than NIST standards, built for Bitcoin's block space constraints.

BIP-360: a quantum-resistant output type already live on testnet, with BTQ Technologies running transactions through it.
The full upgrade could take 7 years. That's why the work started now.
The protocol will be ready before the computers are."

Satoshi Nakamoto in 2010 on quantum computers: "If it happens gradually, we can still transition to something stronger."

➡️A co-author on Google's quantum paper calls himself a "Bitcoin security researcher." He actually works for the Ethereum Foundation. Then, at the end of his own thread about breaking Bitcoin's cryptography, he casually drops that "Bitcoin PoW is cooked." Totally unbiased research.

➡️'You can't make this up. Germany is debasing its silver coins by 46% because they're getting too expensive. Germany is reducing the silver content of its 35- and 50-euro collector coins, citing volatile precious metal prices and efforts to curb speculation, the finance ministry said. The 35-euro coin will contain 46% less silver, weigh 17g (down from 18g), and have more copper added. Officials say the move is aimed at preventing coins from tracking metal prices or becoming too costly to issue.' - Bitcoin News

These are collector coins, not everyday circulating euros. But the principle is the same one that's played out across monetary history. When the intrinsic value of the metal inside a coin rises above what the state wants to pay, the state dilutes the metal. Rome ran this playbook for over 200 years. Nero started cutting the silver content of the denarius around 60 AD, from near-pure down to 90%, then 50%, eventually near zero by the third century. The context was different. The pattern isn't. Silver is surging because of real demand: industrial use, safe-haven buying, and a global flight to hard assets amid war and Inflation. Germany's response isn't to acknowledge that reality. It's to make coins cheaper to produce while keeping the face value the same. You can't debase 21 million.
Got Bitcoin?

➡️Price today: $67,795
4 years ago: $45,522
8 years ago: $6,943
12 years ago: $444
The Spiral Chart:

https://cdn.azzamo.media/56af458f6b4dd6d6457d086a69460834f43ca4f1ffba583b5a87767bf5b0a96d

➡️Michael Saylor's Strategy is now estimated to have bought over 2,174 BTC today via STRC, 4.8x the daily Bitcoin mining output.

➡️Lukas Ekwueme: 'M2 money supply of G7 countries. This war will lead to more money spent on printing, not less. Don’t sell your Bitcoin or Gold.'

https://cdn.azzamo.media/5f470b54ce33469a6ea4831325de692d35904e294031bad077e0d4a14ef44334

On the 1st of April:

➡️Bitcoin has closed its first green month after 5 months of red.

➡️'The Bitcoin Policy Institute just published a paper arguing that Taiwan should hold bitcoin as a strategic reserve asset, specifically as insurance against a Chinese naval blockade. The argument is straightforward. Taiwan holds $577 billion in foreign reserves, almost entirely in US Treasuries and dollar-denominated assets. If China blocks or invades, those reserves become inaccessible. SWIFT transfers get frozen. Gold sitting in foreign vaults can't be repatriated. Traditional reserves fail precisely when they're needed most. Bitcoin doesn't have this problem. It can be held in self-custody, transmitted via satellite, transferred across borders without permission from any bank or government, and converted to value anywhere there's an internet connection, or even without one through mesh networks and radio. The paper draws on real precedents. Ukraine's central bank received $100 million in bitcoin donations within days of Russia's invasion, faster than through any traditional aid channel. The National Bank of Ukraine processed $35 million in bitcoin conversions during the first months of the war. Meanwhile, Russia demonstrated the flip side: when SWIFT was weaponized against it, countries with no alternative settlement infrastructure had no options. Taiwan's situation is arguably more extreme. The island imports 98% of its energy and the majority of its food. A blockade wouldn't just freeze financial assets; it would threaten physical survival. The authors argue that even a modest bitcoin allocation, 5% of reserves (~$29 billion), would give Taiwan a censorship-resistant financial lifeline that no blockade can sever. The paper also notes that Taiwan's semiconductor dominance gives it massive leverage; TSMC produces over 90% of the world's most advanced chips. But that leverage is meaningless if the country can't access its own money during a crisis. This isn't hypothetical anymore. The Strait of Hormuz is currently under selective Iranian control. SWIFT has been weaponized against Russia. Traditional reserves have proven vulnerable to the very scenarios bitcoin was designed to address. Taiwan may be the clearest case study yet for why nation-states need a sovereign asset that doesn't depend on anyone else's permission to use.'

Source: https://www.btcpolicy.org/articles/geopolitical-economic-and-trade-benefits-of-establishing-a-bitcoin-reserve-for-taiwan

➡️Manufacturing PMI came in at 52.7%. PMI shows the US business cycle. Above 50 = expansion, Below 50 = contraction. Every major Bitcoin bull market aligned with PMI turning up, not a “4-year cycle.”

➡️Data tells us this was the most obvious bear market bottom in Bitcoin history:

https://cdn.azzamo.media/ba31660ae8f62f5cbc23296b763fe9665fe597fd9039f493b25bcc156860a4f1

➡️'BlackRock just amended its S-1 for the iShares Bitcoin Premium Income ETF ($BITA).
Here's how it works: The fund holds Bitcoin exposure through IBIT, BlackRock's spot Bitcoin ETF, then systematically sells call options on top of that position to collect premium income, which gets distributed to investors. You get BTC exposure + a yield check. However, you cap your upside in a rip. In a flat or slow-grind market, you collect income. In a vertical move, you leave gains on the table. It's a covered call strategy, which is common in equity ETFs, now being applied to Bitcoin by the world's largest asset manager. IBIT already holds $70B in BTC, and $BITA is their next layer. No fee or launch date announced yet, but Bloomberg's Eric Balchunas puts the fee over/under at 38bps.' - Bitcoin News

➡️BITCOIN-BACKED MUNICIPAL BONDS ARE HERE
New Hampshire is moving forward with a first-of-its-kind $100M Bitcoin-backed municipal bond, using over-collateralized BTC instead of taxpayer backing to fund economic development.
The bonds, issued by the state’s Business Finance Authority, are structured as taxable conduit revenue bonds tied to a private borrower rather than public funds. Repayment comes from the borrower or, if needed, liquidation of Bitcoin collateral held in segregated cold storage by BitGo.
The borrower must post BTC worth 160% of the bond value, with a mandatory liquidation trigger at 140% loan-to-value to protect investors.

One tranche may also offer upside exposure if Bitcoin appreciates. Moody’s assigned a provisional Ba2 rating, citing volatility risk but acknowledging strong collateral safeguards.
If finalized, the deal would mark a major step in integrating Bitcoin into regulated municipal finance, positioning it as usable collateral inside traditional capital markets while attracting Bitcoin businesses to the state.' - Bitcoin News

➡️The Journal of Risk and Financial Management just published a Bitcoin price model. $1M by early 2027. $5M by 2031. Peer reviewed. Not an influencer. Not a VC. An academic journal. - Simply Bitcoin

➡️Those who think PMI is irrelevant to what Bitcoin will do next...
I remind you: what the PMI looks like overlaid with Bitcoin's power trend. - Sminston With

https://cdn.azzamo.media/ad36336266dbdaae6ea836c822a44f57c04738c540c2d7961f8f11b5795c0dc0

➡️It's actually not that complicated.
1. Printing money is easy and fixes things short-term. So governments always do it. Left or Right.
2. The printed money grows faster than the economy, so it ends up in hard assets.
3. Until Bitcoin, that meant houses, stocks, and gold. But these are not easily movable. You can't zip some Apple shares to your cousin in Mexico. Or your condo in NYC. Or your 3 gold bars.
4. Bitcoin is actually the perfect product-market fit for the money printing problem. And it's working. Perfect Power Law. 1,000,000x since Oct 2010. 5. The power law comes with 80% vol. That means big corrections. But massive returns if you HODL.
6. All other crypto can't compete and are peddling false narratives ("greener", "world computer", "more quantum safe"). Ignore. - Fred Krueger

On the 2nd of April:

➡️In Q1 2026, Metaplanet acquired 5,075 BTC, bringing its total holdings to 40,177 BTC, accumulated for $4.18 billion. This puts it ahead of MARA, which recently sold 15,133 BTC and now holds 38,689 BTC. Metaplanet now ranks just behind Jack Mallers’ XXI, which holds 43,514 BTC. - Bitcoin News

➡️Exactly 13 years ago, the Bitcoin price dropped 60% in a single day. They called it "The Great Crash of 2013." Everyone who HODL'ed is up 70,000%. - Bitcoin Teddy

➡️Morgan Stanley Bitcoin ETF launch is imminent. They manage about $9.3 trillion in client assets.

➡️Lyn Alden explains to CNBC why this market is unlike anything we've been used to between 1980 and 2020. We have fiscal dominance, endless dominance, and real performance is lagging. Most market participants aren't ready for the new paradigm.
Video: https://x.com/BitcoinNewsCom/status/2039723035314257930

Lyn Alden argues that we are moving into a very different macro environment than the one during the 1980–2020 period. In her view, that earlier era was defined by central banks leading the cycle through interest rate policy, falling Inflation, globalization, and steadily declining debt costs.
She suggests that this framework is breaking down and being replaced by something more fiscally driven. The key idea is “fiscal dominance”: government spending and deficits increasingly shape economic conditions, while central banks have less effective control over Inflation and growth dynamics than before.
In this environment, liquidity support tends to reappear more quickly when markets weaken, reinforcing what she describes as an “endless liquidity” backdrop. This doesn’t mean unlimited money printing, but rather a recurring pattern of intervention to stabilize debt-heavy systems.
A related consequence is that asset prices can remain supported, while “real” returns (adjusted for Inflation) may be weaker than they appear on the surface. In other words, markets can rise nominally without necessarily translating into broad gains in purchasing power.
Her broader point is that many investors are still positioned for the old regime—where interest rates and monetary policy alone drive cycles—while the interaction between fiscal expansion, high debt levels, and policy constraints increasingly shapes the current system.
Whether this truly represents a lasting “new paradigm” is still debated, but it’s a framework gaining attention as post-2008/2010 macro conditions continue to evolve.

➡️Pierre Wunsch, Governor of the National Bank of Belgium, delivered a stark warning: Belgium no longer has the financial capacity to cushion another energy shock. After deploying massive support during the 2022 crisis, fiscal space is now exhausted. Rising deficits, higher costs, and fragile public finances leave “very limited room for maneuver.” Wunsch made clear that broad, government-funded relief is no longer viable. Future support would require difficult tradeoffs, including cutting business tax breaks rather than increasing taxes on individuals. The warning comes as geopolitical tensions rise, particularly around Iran and the broader Middle East. Wunsch cautioned that a prolonged conflict could slow global growth and push Belgium into a technical recession. “If the war continues… it would only be a matter of time before the markets react,” he told lawmakers. The fiscal outlook is already strained. Belgium must find at least €5B to balance its 2026 budget, with Prime Minister Bart De Wever rejecting further large-scale aid after previous “helicopter money” policies.' - Bitcoin News

Got Bitcoin?

➡️'Bitcoin’s floor is not static. It climbs with time. BTC: $66.9K Calc. Floor: $65.9K Just 1.5% above it. So even when the price looks flat, the base keeps rising.- David Eng

On the 3rd of April:

➡️Kentucky removes anti-self-custody provisions from the Blockchain Digital Asset Act before final approval. The Bill Protects Bitcoin self-custody rights.

➡️Adam Back: “Blockstream has a 20-person applied cryptography/security team working on the quantum issue basically full-time, you can see that from the pace of R&D output, implementations, BIPs. It's just insulting and FALSE to say bitcoin protocol researchers are "not doing anything.”

➡️Riot Platforms discloses selling 3,778 Bitcoin in Q1.

➡️Daniel Batten: "Access to infinite money printing => ability to start stupid wars, financed on credit => oil prices hike => poor people most affected. Bitcoin breaks this ridiculous cycle at the root. It's not just freedom-tech, it is social-justice tech."

➡️Bitcoin News: "44% of Bitcoin's circulating supply is now held at a loss."

➡️Every year, critics say Bitcoin's power law will break. Every year, the R² climbs higher. This chart shows what 15 years of cumulative data looks like when a system is governed by physics rather than sentiment. → The fit quality never declines. Not once. → The exponent β converges from ±0.43 to ±0.030 → Bull runs, crashes, bans, ETFs - none of it shifts the attractor. The confidence interval shrinks exactly as it would for a physical constant being measured with increasing precision. Bitcoin's price exponent is a measurement. - Adam Livingston

https://cdn.azzamo.media/19bb7e2e8a74c392a7349ddbad31d04d5168c89fff8861b3c85173c4e951fd61

➡️Riot Platforms transfers 500 BTC ($34.13M) to an unknown wallet.

➡️I am just going to leave this here:

https://cdn.azzamo.media/8811a0635b0f46d42e1f35b2435f98dd036caf36ce1208cbbb433ea93495b677

➡️BlackRock’s spot Bitcoin ETF has surged to $52 billion in assets under management, holding approximately 782,000 BTC and posting daily trading volumes of 57–75 million shares. - Bitcoin News

On the 6th of April:

➡️Rwanda's Central Bank says its citizens should avoid using "crypto-assets" because of "serious financial risks and no recourse in case of loss." Meanwhile, their fiat currency is down 60% since 2010.

➡️Michael Saylor's Strategy announces it purchased 4,871 BTC for $329.9 million

➡️US M2 money supply hits a new all-time high of $22.7 trillion. M2 has tripled since 2008, while the dollar has lost roughly 38% of its purchasing power over the same period. It took 12 months to add another $800 billion to the pile. The line only goes in one direction.

Got Bitcoin?

On the 7th of April:

➡️This bottom will be studied in universities - Quinten

https://cdn.azzamo.media/ba31660ae8f62f5cbc23296b763fe9665fe597fd9039f493b25bcc156860a4f1

➡️The Global Hashrace:
The United States holds first place in global hashrate, with a 37.4% share (~375 EH/s).
Russia ranks second at 16.9%, followed by China at 12% after compliance actions in Xinjiang took ~13% of its capacity offline in December 2025.

Kyrgyzstan posted 300% YoY and 167% QoQ growth after Parliament approved transparent mining regulations in mid-2025.
Paraguay rose 54% YoY to 4.3% of global hashrate, while Laos and Finland each posted 100% YoY growth thanks to cheap hydroelectric power and a favorable climate, respectively.

https://cdn.azzamo.media/54a04f4648446c402c18791fdf1c678566ce17ba9c7b3aae9db1d9f35fd37f50

➡️4-week RSI on Bitcoin has marked the exact bottom the last three times. Up only from here?

➡️Boomers needed 306 hours of minimum wage work to pay for college. Millennials needed 4,459. Gen Z needs 6,200. The game is rigged. - Bitcoin Teddy
Got Bitcoin?

Okay, one more stat; A 30% loss in US dollar purchasing power since January 2020. This is wreckage.

https://cdn.azzamo.media/54a04f4648446c402c18791fdf1c678566ce17ba9c7b3aae9db1d9f35fd37f50

To add more fuel to the fire.
With debt high and borrowing costs rising, governments can no longer defer hard fiscal choices. Trust is now essential to reconciling competing priorities, Era Dabla‑Norris and Rodrigo Valdes write in F&D magazine. - IMF

Source: https://www.imf.org/en/publications/fandd/issues/2026/03/high-debt-hard-choices-era-dabla-norris

➡️Bitcoin Archive: Capital is rotating out of gold and back into Bitcoin. Gold ETP flows are turning negative, while Bitcoin flows are recovering. Rotation has started.

➡️ Strategy records $14.46B in UNREALIZED losses on its Bitcoin holdings in Q1 2026. - Bitcoin News

➡️Morgan Stanley's spot Bitcoin ETF is expected to begin trading as early as tomorrow. Why is this so important?
- 16,000 financial advisors can now recommend Bitcoin
- $7.4T in assets
- The first spot Bitcoin ETF issued directly by a major U.S. bank
- Lowest fee at 0.14%

➡️Charles Schwab says a 1–3% allocation to Bitcoin or Ethereum can reshape portfolio risk. Suggests up to 8.8% Bitcoin allocation in aggressive portfolios at 15% return assumption.

➡️2025 is in the rear view - but the "Retire on Bitcoin" numbers have barely changed. My retirement guide estimates, with a $100k/yr living cost (2026 dollars)... 3.5 - 4.5 BTC will be needed to retire by 2030 for many people. Just pick your age and retirement year. - Sminston With

https://cdn.azzamo.media/f3684c348f9431eb281745daf069295fa37e644df6f4374980da110b3b5ac484

> Jeff Swanson: Bitcoin woke me up: Don't trust what you don't control. School programs your ceiling. The media programs your enemies. The Fed programs your savings to disappear. Most people never notice. The water's always been warm. But one thing can't be faked, printed, or debased while you hold it. 21 million. No board of governors. No bailouts. No exceptions. Bitcoin.

🎁If you have made it this far, I would like to give you a little gift:

Peter McCormack - How to SURVIVE The "Final Reset" of The Economy | Jeff Booth

In this episode, Jeff Booth explains why the natural state of a free market is deflationary and why a debt-based monetary system can’t allow it. We discuss AI as an acceleration event: exponential productivity should make life cheaper, but the system has to create scarcity to keep debt serviceable. They cover how Inflation functions as hidden extraction, why regulation favors monopolies, why politics becomes a fight over who controls broken money, and why AI will intensify centralization, surveillance, and social conflict unless the monetary layer changes.

Click here: How to SURVIVE The "Final Reset" of The Economy | Jeff Booth
https://youtu.be/lhHKljqRa-M?si=US9esrJLL2Phridr

Credit: I have used multiple sources!

My savings account: Bitcoin.
The tool I recommend for setting up a Bitcoin savings plan is **PocketBitcoin**, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. (from now on, full KYC, so be aware)

> Use the code SE3997

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
Is this post helpful to you?
If so, please share it and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐ Many thanks⭐
Felipe - Bitcoin Friday!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

Nostr event nevent1qqstfzxp0wdtfjuy3cs3wdgcu44rw6rvmavnc60560jre6pmt2fs3mszyq78msk9slhvupg0h3jcpxckp8geyplcyhwhva2tnyz7nj5q2ep2sn9ee66

2026-04-11T22:52:14+02:00

The Latest Bitcoin & Macro news: Weekly Recap 30.03.2026:

https://yakihonne.com/article/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqy88wumn8ghj7mn0wvhxcmmv9uq32amnwvaz7tmjv4kxz7fwv3sk6atn9e5k7tcqz40k7ajcxfkkum340fxy6efnx4nrvkn4f3zqpgehva

Do you think this post is helpful? If so, please share it with your friends, family, and co-workers, and support my work with a zap.

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

⭐️ Many thanks⭐️

Felipe - Bitcoin Friday!

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

Nostr event nevent1qqsf58zwk7hu0yrwd87mh805gmr6rdakeg8ja6qc6mw9800x0v8ayeqzyq78msk9slhvupg0h3jcpxckp8geyplcyhwhva2tnyz7nj5q2ep2szy3e8g

2026-04-11T22:50:37+02:00

Disclaimer: I am still a bit behind on the news each week, but I still want to share these insights with you.

In this post, I will share the recap for the period 23.03 - 30.03

On Nostr, I will exclusively share the most significant Bitcoin news. (this note)

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Yakihonne. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

🧠Quote(s) of the week:

'Common wisdom: “No country is going to hand over its monetary policy to an external source like Bitcoin.” Bitcoin will be adopted like gunpowder, nuclear weapons, or the internet. As a nation, you didn’t have to agree with or like gunpowder, nuclear weapons, or the internet. You could ban them. You could avoid them.

But over time, when other nations adopt them, they gain an advantage—and you fall behind.

The logic is simple game theory: once some nations adopt Bitcoin as a reserve asset or strategic tool, others must follow or accept falling behind economically and geopolitically. Just as failing to adopt gunpowder left medieval powers vulnerable to conquest. Just as nuclear asymmetry created deterrence imperatives during the Cold War. Just as lagging on internet infrastructure meant falling behind in the information-age economy. Adoption happens for survival.' - Jeff Swanson

## 🧡Bitcoin news🧡

Photos hosted by Azzamo ( https://azzamo.net/)

Study Bitcoin: "The secret to owning 1 BTC: Ignore the price. Ignore the noise. Just keep stacking. Brick by brick. Sat by sat."

On the 23rd of March:

➡️Bitcoin is up 34% against gold since the US-Iran war started 23 days ago. BTC is the new safe-haven asset. I know kinda cherry picking.

➡️Michael Saylor’s Strategy announces new $42 billion plan to buy more Bitcoin.

➡️Strategy has acquired 1,031 BTC for ~$76.6 million at ~$74,326 per bitcoin. As of 3/22/2026, we hodl 762,099 Bitcoin acquired for ~$57.69 billion at ~$75,694 per bitcoin.

On the 24th of March:

➡️Bitcoin's whale inflow momentum reaches the second-highest level in history. - Bitcoin News

➡️Shaun Edmondson: 'US Spot BTC ETFs had strong inflows yesterday. Strategy just dropped SEC filings to allow it to buy another $42 billion in BTC - approx 590,000 BTC at today’s price. S1 filings show Morgan Stanley ETF coming soon. We are sub 1 million BTC to be mined in the next 114 years. If you haven’t figured it out yet, I suggest you “get some / get yours” if you can, while you still can.'

Extra information by Eric Balchunas on this topic:
'Bitcoin ETFs now $2.5b for the month and one good day away from completely digging out of their YTD flow hole. $IBIT is already there and then some, in the top 2% among all ETFs in YTD flows. Again, incredible fortitude in the face of 40% 6mo price drop and widespread media pile-on. For context, when gold fell 40% in a short time frame about 10 years ago, 1/3 of its investors bailed (not that that's bad either; that's normal). BTC is just abnormal.

➡️Bitcoin News: 'Bitcoin is holding a key on-chain support level: The 2023 realized price ($63.7K). This level has repeatedly acted as support during corrections, both in 2023 and again after the recent 50% drawdown to $60K. If this level breaks, the next major support sits at the aggregate realized price ($54.3K), a level historically lost only in full bear markets. Meanwhile, newer cohorts are underwater:
• 2026 realized price: $77K
• 2025: $96.4K
• 2024: $81.5K

With BTC just above $70K, recent buyers are feeling pressure while long-term holders remain in profit. The structure remains intact for now.'

➡️Capital B acquires 44 Bitcoin (€2.7M), bringing its total holdings to 2,888 BTC. - Bitcoin News

➡️Bernstein says Bitcoin to hit $150K this year and has likely bottomed. - Bitcoin Archive

➡️Jeff Swanson: 'Bitcoin continues its collapse, ultimately going to zero. You can really see it here on this chart.'

➡️Dr. Jan Wüstenfeld: 'Last year, BlackRock released a chart showing that Bitcoin performs well following geopolitical shocks, a chart that has been widely shared, including me. Using the Geopolitical Risk Index by Caldara and Iacoviello (2022) and extreme GPR spikes (2 SD above the 90-day mean) since 2017, the picture is less clear. It is more of a coin flip. 60-day returns: 55% positive, 45% negative. Median: +3.8%. Bitcoin doesn't systematically hedge geopolitical risk. It doesn't systematically suffer from it either.'

On the 26th of March:

➡️'Gold goes to zero against Bitcoin.

Since 2020, the S&P 500 has lost 1.9% per year to gold and 19.7% per year to Bitcoin. If you'd held SPY instead of gold since 2020, you lost 30%. If you'd held SPY instead of Bitcoin, you lost 87%.
Gold eats equities.
Bitcoin eats gold.' - Adam Livingston

https://cdn.azzamo.media/8fe5d72964e83a8dcb349f99bfe60ec929526bca70311ee2920e03d81bf703cb

➡️Most disappointing cycle in history? -Quinten

Personally, I don't think it is disappointing. Yes, with a fiat mindset it is. But Bitcoin is exactly where it needs to be. Growing...the network, adoption worldwide

➡️Daniel Batten: 'One of the world's most respected LGFTE (Landfill Gas To Energy) specialists with 20+ years and 100+ landfill project experience just said that Bitcoin mining is the only profitable solution for mitigating half the world's landfill methane emissions. Probably nothing'

➡️Bitcoin News: Coinbase and Fannie Mae partner with Better Home & Finance to launch Bitcoin-backed mortgages for U.S. homebuyers. Borrowers can pledge Bitcoin or USD Coin as collateral for down payments, keeping their assets and avoiding triggering taxable sales. The loans are structured as conforming mortgages backed by Fannie Mae, meaning they follow standard underwriting rules and carry the same protections as traditional home loans. The product targets everyday buyers locked out by down payment constraints. Better says 41% of U.S. families can’t purchase homes due to a lack of liquid cash, despite holding savings in other assets. Rising interest rates and high home prices have tightened affordability. A buyer targeting a $400K home may struggle to raise $40K in cash without selling assets or navigating tax and legal hurdles. Coinbase says the offering brings crypto into mainstream housing finance, calling it “as American as apple pie.”

➡️TFTC: 'Every American who spends bitcoin is technically breaking the law. Today, that might start to change. The Bitcoin Policy Institute is bringing Coinbase, River, and Block to Capitol Hill to push for a de minimis tax exemption on small bitcoin transactions. Right now, buying a coffee with Bitcoin is a taxable event. You have to calculate your cost basis, determine gain or loss, and report it to the IRS. Nobody does this. The same exemption already exists for foreign currency; it just doesn't apply to Bitcoin yet. What matters is who's in the room. Coinbase, River, and Block sitting at the same table on the Hill is the kind of unified industry front this fight has needed. Credit to BPI for building a coalition that bridges Bitcoin-native companies and major exchanges. If this gets done, it flips how the U.S. government classifies Bitcoin. It stops being treated purely as a speculative asset and is recognized for what it was designed to be: peer-to-peer electronic cash. That's the foundation for a Bitcoin circular economy in the largest economy on Earth.'

➡️'MARA sells 15,133 BTC for $1.1B to fund a major balance sheet move and fund AI pivot. The company repurchased ~$1B in convertible notes at a ~9% discount to par, reducing its convertible debt by ~30%. Despite the scale of selling, the Bitcoin price held firm, with demand fully absorbing the supply. CEO Fred Thiel said the move strengthens MARA’s balance sheet and expands flexibility as it moves into energy and AI infrastructure.'- Bitcoin News

on the 27th of March:

➡️Bitcoin News: Every country’s money supply is up 1000’s of % since the US left the gold standard in 1971. But Canada takes the cake.

https://cdn.azzamo.media/5d550d5df6e3e38ea0dabe39148818f87a5e80d3e7b7eb67274c582955fe6b5c

Anyway, got Bitcoin?

➡️Daniel Batten: 'We now have official EEP data that shows Bitcoin mining has nearly doubled Ethiopia’s annual net transmission grid expansion rate.

Even more importantly, it has catalyzed unprecedented new construction activity, never before reported by EEP at this scale.

Consider this context: delivering power to rural Africa, alongside combating youth unemployment, is one of the two biggest political changes in sub-Saharan Africa. Bitcoin mining has just demonstrated it can be a viable solution for one of them.

Let's dig in. Ethiopia made $220 million from Bitcoin mining in 2024/25, which is expected to increase to $312 million this year (source: https://capitalethiopia.com/2025/11/02/eep-ends-low-cost-tariff-for-cryptocurrency-miners-2/

This electricity would otherwise have been wasted. Why? Although Ethiopia has the capacity to generate 6 Gigawatts from the new dam, Ethiopian Electric Power (EEP) hasn't yet built the transmission lines to supply all that electricity generated.

So, in the meantime, the dam authorities sell electricity to Bitcoin mining companies. These electricity sales to Bitcoin miners were 67% of EEP's total Foreign Exchange revenue last year, vastly improving profitability. source: https://birrmetrics.com/ethiopia-electric-power-revenue-hits-br75-4-bln-amid-surge-in-data-mining-demand/

What do they do with that unexpected extra profit? EEP has stated repeatedly that the revenue from Bitcoin mining is used to support "infrastructure expansion" and "rural electrification" source: https://eep.com.et/?article=ethiopias-energy-strategy-a-responsible-balance-between-domestic-priorities-and-emerging-opportunities

News channel Al Jazeera recently confirmed, "Ethiopia doesn't yet have the distribution network to take electricity to 1/2 the population...The idea is the fees paid by the Bitcoin miners will go towards funding the expansion of the grid." source: https://youtube.com/watch?v=mqie7bWQHPk

Significantly, EEP's own data shows that revenue from Bitcoin mining supported EEP's 2024/25 fiscal year: * 28,571 km of new power lines built, * 8,700 substation bays installed.
Source: https://birrmetrics.com/ethiopia-electric-power-revenue-hits-br75-4-bln-amid-surge-in-data-mining-demand/ Bitcoin mining revenue has already almost doubled EEP's rate of energized network buildout from ~358 km/year average to +662 km last year. But more important is what is in the imminent pipeline: the 28,571 km of new power lines is larger than the entire size of their grid!
source: https://eep.com.et/wp-content/uploads/2025/10/fact-and-bierf-pdf.pdf

Let's be clear, we cannot say that "Ethiopia builds more than its whole grid in a year" because not all of that new capacity has been fully energized yet, so that would be an apples-for-oranges comparison. But it is still an unprecedented rate of new construction. The good news is that the bulk of this infrastructure, constructed but not yet fully energized, is not “waiting years”; it is currently in active commissioning and is expected to come online progressively over the next 12–18 months.
Source: Birr Metrics (EEP’s 2025/26 budget announcement) https://birrmetrics.com/electric-power-plans-251-billion-birr-budget-for-2025-26-fy-majority-self-financed/

When that new network is fully energized, the increase in the speed of energized network buildout will not be 2x. It will be substantially higher, potentially more than 10-20x the historical average, as the backlog comes online.
Read that last sentence again.
A forecast 10-20x faster buildout of Ethiopia's electrical grid. Rural electrification in Sub-Saharan Africa is a key strategic focus for over 20 global institutions and development banks, including the UN, the World Bank, IRENA, the African Development Bank, and the Rockefeller Foundation.
It is even explicitly one of the UN’s Sustainable Development Goals (SDG 7), where Target 7.1 calls for “universal access to affordable, reliable, and modern energy services by 2030.” Sub-Saharan Africa accounts for 85% of the world’s people still without electricity (mostly in rural areas), making this one of the biggest global priorities. How Ethiopia is achieving this should be one of the biggest stories at the UN right now.

Far from “taking renewable power away” from people, Bitcoin mining’s use of otherwise wasted renewable energy is catalyzing the accelerated delivery of electricity to rural Africa. Bitcoin mining has created a pragmatic solution to an issue that has plagued powerful global institutions for decades.
If you are still gaslighting Bitcoin mining in 2026 (based on early studies that have since been widely debunked), you are no longer just uninformed. You are perpetuating harmful myths that slow down power delivery to people living without electricity.'

➡️GameStop discloses that it pledged almost all its Bitcoin ($325M) as collateral on Coinbase as part of a covered-call strategy, without selling any.

➡️Joe Consorti: 'Bitcoin is at the same price that it was 4.5 years ago, the 4th-longest period in history. The median 18-month forward return from this point is 214%. Every time BTC has gone flat for 3+ years, what felt like wasted time turned out to be a launchpad.'

➡️Morgan Stanley's spot Bitcoin ETF will charge the CHEAPEST fee on the market, even cheaper than BlackRock's ETF. With a 0.14% fee, the lowest fee rate in the industry.

'The firm just filed an amended S-1 with the SEC for a spot Bitcoin ETF called the Morgan Stanley Bitcoin Trust, ticker MSBT. The fee is 0.14%, making it the cheapest Bitcoin ETF ever proposed in the US. That undercuts Grayscale's Mini Trust by a basis point and BlackRock's IBIT by 11 basis points. The pricing is deliberate. At 0.14%, no advisor in their network can argue the fee is too high to recommend. Bloomberg ETF analyst Eric Balchunas put it bluntly: "They are the ultimate gatekeepers of rich boomer money." This is also the first time a traditional bank has filed for a spot Bitcoin ETF. BlackRock and Fidelity are asset managers. Morgan Stanley is a bank. That's a different level of institutional commitment. They've tapped Coinbase and Bank of New York Mellon as custodians, applied for a national trust bank charter to custody digital assets directly, and separately filed for a staked Ether ETF and a Solana ETF. None of this came out of nowhere. Last October, Morgan Stanley began recommending a 2 to 4 percent crypto allocation for clients and opened access to bitcoin funds in IRAs and 401(k)s. The ETF is just the next logical step. Wall Street isn't debating bitcoin anymore. They're fighting over who gets to sell it.' -TFTC

➡️'In case you don't realize what just happened: MARA sold 15,000 BTC, Bitdeer sold all of its BTC, Riot is selling BTC from treasury to fund data center buildouts, Auradine just rebranded to Velaura AI. The biggest miners are leaving the game. Not necessarily because it's broken, but because AI pays more per megawatt. Think about what this means: These aren't small players. They find thousands of blocks and move the global hash rate. These are the people CLOSEST to bitcoin's monetary properties. They run the machines and understand the halving math. They know the supply schedule better than anyone, and they're choosing to sell. When they redirect capital and infrastructure toward AI, that hashrate comes offline. Unless equivalent hashrate fills the gap, difficulty drops. It doesn't appear the gap will be filled in the near term because they're leaving for better margins elsewhere. Lower difficulty = higher margins for every miner who stays. And there's a second layer here. If the Strait of Hormuz stays closed into April, energy prices climb. Oil-dependent miners get hit hardest. This might be the best setup small/medium miners with stable PPA's have seen since the 2021 China mining ban.' Billy Boone

On the 28th of March:

➡️Bitcoin News: 'CoinShares reports that Bitcoin mining is tightening, with 15–20% of miners now unprofitable due to a post-halving low hashprice of around $28 PH/s/day in February 2026.'

On the 29th of March:

➡️The World Uncertainty Index just hit 105,000, the highest level in recorded history. Higher than Covid. Higher than 9/11. Higher than the Iraq War and the Global Financial Crisis combined. - TFTC

In times of uncertainty, you need an asset that is predictable, immutable, and certain: Bitcoin.
'The decline in uncertainty following the Covid-19 panic peak helped fuel a ~10x Bitcoin rally (from $7k to $70k' -Jesse Myers

On the 30th of March:

➡️The number of businesses accepting Bitcoin as payment went parabolic today as Square enabled automatic BTC payments.

➡️If you care about financial privacy, then this is probably the most important research you will read all year. The Dutch Court of Audits has released a paper on the effectiveness of AML measures, and lo and behold, it found no evidence that AML actually works. These laws are used to de-bank law-abiding citizens, throw developers in prison, surveil every transaction you make, and collect your identity in central databases that end up hacked. Governments have built a complete and total surveillance dragnet around your finances under the guise of AML, and this Dutch Court just said the quiet part out loud: AML is discriminatory, overly expensive, and we have no proof of it stopping crime.' - L0laL33tz

Soure: https://www.rekenkamer.nl/documenten/2026/03/11/gevolgen-groot-opbrengsten-onbekend---onderzoek-naar-de-anti-witwasaanpak-in-de-bankensector

➡️You, younger generations, are just lazy. Also, Boomers: Bought a house with an $8,200 down payment.'- Bitcoin News

Anyway? Got Bitcoin!

➡️El Salvador has added more Bitcoin to their national reserves every single day through this bear market, no matter the price. - Bitcoin Magazine

➡️Adam Livingston:
'This is the most devastating chart in finance. 1971 was when your future was heisted from you. From 1917 to 1971, the Top 1% and the Bottom 90% grew together. Same economy. Same trajectory.

Then Nixon closed the gold window. The money printer turned on. And the two lines never touched again. When you decouple money from scarcity, you don't create wealth; you create a funnel. Every new dollar printed flows to those closest to the spigot... Wall Street, mega-banks, asset holders, while the bottom 90% watches their purchasing power slowly suffocate.

This is the Cantillon Effect playing out over 54 years in one brutal picture. The Top 1% gained +265% in real income. The Bottom 90%? +175%.
That 90-point gap is architecture. Fiat currency manufactures inequality. The rate cuts, every QE program, and every "emergency" liquidity injection.
Each one is a wealth transfer dressed up as economic policy.
Your grandparents could raise a family on one income because they lived under sound money. Your generation can't afford a house with two incomes because you don't. The chart doesn't lie.
The divergence began exactly when the dollar became an IOU backed by nothing but trust in the people who benefit most from printing more of it. 1971 was the heist. This chart is the receipt.'

Got Bitcoin?

➡️'Square auto-enabled Bitcoin Lightning payments across 4 million U.S. merchant terminals. No opt-in required. Sellers receive USD by default. This is the most significant Bitcoin payments infrastructure move since the Lightning Network launched. Every coffee shop, barber, and food truck on Square can now accept sats over Lightning at zero fees through 2026. Jack Dorsey's Block didn't ask for permission. They flipped the switch.' -TFTC

➡️ZeroHedge: 'With all other risk (and unrisk) assets sliding during the Iran war, bitcoin remains largely unscathed, and despite giving up some recent gains it's still higher than when the bombs started.'

🎁If you have made it this far, I would like to give you a little gift:

Peter McCormack - How to SURVIVE The "Final Reset" of The Economy | Jeff Booth

In this episode, Jeff Booth explains why the natural state of a free market is deflationary and why a debt-based monetary system can’t allow it. We discuss AI as an acceleration event: exponential productivity should make life cheaper, but the system has to create scarcity to keep debt serviceable. They cover how Inflation functions as hidden extraction, why regulation favors monopolies, why politics becomes a fight over who controls broken money, and why AI will intensify centralization, surveillance, and social conflict unless the monetary layer changes.

Click here: How to SURVIVE The "Final Reset" of The Economy | Jeff Booth
https://youtu.be/lhHKljqRa-M?si=US9esrJLL2Phridr

Credit: I have used multiple sources!

My savings account: Bitcoin.
The tool I recommend for setting up a Bitcoin savings plan is **PocketBitcoin**, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. (from now on, full KYC, so be aware)

> Use the code SE3997

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
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2026-04-01T00:08:21+02:00

The Latest Bitcoin & Macro news: Weekly Recap 23.03.2026:

https://yakihonne.com/article/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqyvhwumn8ghj7un9d3shjtnndehhyapwwdhkx6tpdshszrnhwden5te0dehhxtnvdakz7qq40pf95u3sw5uyzjtddanx2526tpxxju6vdyrhj5ax

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2026-04-01T00:07:02+02:00

Disclaimer: I am still a bit behind on the news each week, but I still want to share these insights with you.

In this post, I will share the recap for the period 16.03 - 23.03.
The recap of last week will be online by Friday evening at the latest.

On Nostr, I will exclusively share the most significant Bitcoin news. (this note)

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Yakihonne. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

🧠Quote(s) of the week:

Cole Walmsley:

> This quote from the Rothschilds in 1863 is spot on:
> "The few who understand the system will either be so interested in its profits, or so dependent upon its favors, that there will be no opposition from that class, while, on the other hand, the great body of people, mentally incapable of comprehending... will bear its burdens without complaint."
>
> Henry Ford understood the system, which is why he said this: “It is well enough that people of the nation do not understand our banking and monetary system, for if they did, I believe there would be a revolution before tomorrow morning.”
>
> Perhaps Abraham Lincoln knew it better than anybody, saying this in 1864, "The money power preys upon the nation in times of peace and conspires against it in times of adversity. It is more despotic than monarchy, more insolent than autocracy, more selfish than bureaucracy. I see a crisis approaching in the near future that unnerves me and makes me tremble for my country's safety. Corporations have been enthroned, an era of corruption will follow, and the money power of the country will endeavor to prolong its reign by working upon the prejudices of the people until the wealth is aggregated in a few hands, and the republic destroyed."

> They don't want you to know about the truth of central banking.
> But knowing the system is one thing. Having an escape is another.
> That's why Satoshi Nakamoto made the biggest difference:
> "I've developed a new open source P2P e-cash system called Bitcoin. It's completely decentralized, with no central server or trusted parties, because everything is based on crypto proof instead of trust."
>

## 🧡Bitcoin news🧡

Photos hosted by Azzamo ( https://azzamo.net/)
Due to personal reasons, no recap timeframe for 09.03-16.03.

On the 14th of March:

➡️Bitcoin educator Andreas Antonopoulos says he will stop producing livestreams and new content due to health issues. Antonopoulos previously said he has been suffering from debilitating migraines and has tried nearly every treatment available, but nothing has successfully stopped them.

➡️Stanley Druckenmiller: "Bitcoin is a solution looking for a problem." "I'm sad it ever happened." "It wasn't needed as a store of value."

Reply by Peter Parker is spot on: "Talking for decades, no solutions. Satoshi Nakamoto: "The root problem with conventional currency is all the trust that's required to make it work. The central bank must be trusted not to debase the currency, but the history of fiat currencies is full of breaches of that trust".

On the 15th of March:

➡️TFTC: 'You could cut almost every submarine cable on the planet, and Bitcoin would still work. An 11-year study analyzed Bitcoin's resilience to submarine cable failures using 68 verified cable-fault events from 2014 to 2025. Random cable failures would require roughly 72% to 92% of inter-country connections to go down before causing major node disconnection. Even targeted attacks on critical infrastructure still require disrupting 5% to 20% of key connections to have a meaningful impact. In practice, 87% of historical cable faults caused less than 5% node impact. The study also found that Tor usage increases Bitcoin's resilience, as relay bandwidth is concentrated in well-connected regions. Bitcoin's physical infrastructure resilience is wildly underappreciated.'

On the 16th of March:

➡️Strategy has acquired 22,337 BTC for ~$1.57 billion at ~$70,194 per bitcoin. As of 3/15/2026, we hodl 761,068 $BTC acquired for ~$57.61 billion at ~$75,696 per Bitcoin.

Vijay Boyapati: 'One big difference between this bear market and the last is that we have a whale permanently taking big blocks of Bitcoin off the market. What is amazing (and surprising even to me) is he's still raising significant amounts of capital to do this despite sentiment being at historic lows.
These capital raises have much more power as Bitcoin falls (obviously) because more Bitcoin can be pulled from the market for the same amount of dollars. Eventually, bears and those who want to liquidate exhaust their selling supply, and a floor is set.
When other market participants realize this and that Bitcoin didn't die, Saylor will be joined by others in accumulating BTC.
I don't think that has quite happened yet, but when it does...'

➡️Bitcoin Teddy: 'I don’t think the average person understands the asymmetry of this trade'

➡️Gold tumbles below 5K as Bitcoin jumps to $73K. The regime shift divergence is accelerating.
Historically, Bitcoin has been dumped first amid geopolitical chaos. Worth watching closely. - ZeroHedge

➡️TFTC: Paraguay requires all bitcoin transactions over $5,000 to be reported to the government. The country's tax authority just issued Resolution 47/26, mandating disclosure of wallet addresses, transaction hashes, and network details for every qualifying transaction. It covers purchases, sales, mining, staking, airdrops, lending, payments, and even transfers between your own wallets. Exchanges are required to hand over user data. Paraguay was one of the most Bitcoin-friendly countries in Latin America. Cheap hydroelectric energy, light regulation, and a growing mining community. That's changing fast. No new taxes yet. But this is exactly how financial surveillance starts. You build the reporting infrastructure first, then the taxes come later. Every time. The justification is "FATF compliance" and "transparency."
The same language every government uses before it tightens the screws. This is the playbook.
The country welcomes Bitcoin when it needs investment.
Then once the infrastructure is built, the reporting requirements show up.'

➡️Oliver L. Velez: Everyone in history who has ever tried to f*ck with Bitcoin is either:
1) Dead;
2) Reputationally destroyed;
3) Bankrupt; or
4) In jail

Let that sink in. If Wall Street comes in and thinks they're going to bring their bullsh*t paper games, which I know all too well, to BTC and win, they have an entirely different thing coming to them. The story below is a case in point.'

'BlockFills just filed for Chapter 11 bankruptcy. $50-100 million in assets against $100-500 million in liabilities. BlockFills was a Chicago-based institutional crypto trading and lending firm backed by Susquehanna, CME Ventures, and Nexo. They processed over $60 billion in trading volume in 2025 and served around 2,000 institutional clients, including hedge funds, asset managers, and mining companies.
Here's the timeline of how it unraveled:
February 11 - BlockFills halts all customer withdrawals and deposits, citing "market and financial conditions."
Late February: CoinDesk reports the firm lost approximately $75 million. CEO and co-founder Nicholas Hammer steps down.

Early March: Dominion Capital sues, alleging BlockFills misappropriated customer crypto assets, commingled client funds with operational funds, and concealed significant losses. A federal judge issues an emergency order freezing BlockFills' bitcoin holdings.

March 15 - Chapter 11 filed in Delaware. Reliz Ltd. and three affiliated entities enter bankruptcy.
The pattern is identical to every crypto lending blowup we've seen. Aggressive leverage in derivatives, counterparty risk exposure to other struggling firms, client funds not properly segregated, and losses hidden until they couldn't be hidden anymore.
This is what happens when you hand your bitcoin to a third party and trust them to manage the risk. Not your keys, not your coins isn't a meme. It's a risk management framework. The firm's own backers include some of the biggest names in traditional finance. Susquehanna and CME Ventures did their due diligence and still got it wrong. If they can't assess counterparty risk in this market, what chance does a retail investor have? The answer is simple. Stop trusting intermediaries with your Bitcoin.' - TFTC

On the 17th of March:

➡️Bitcoin is currently on its 9th green daily candle in a row. The last time this happened was in July 2021, which resulted in a further +72% move.

On the 19th of March:

➡️A testnet for Bitcoin Improvement Proposal 360 has been deployed, aiming to strengthen Bitcoin against quantum computers. - Bitcoin Magazine

This appears to be a backdoor change to the Bitcoin consensus rules to benefit certain companies.
Quantum computing at the level needed to break encryption is still theoretical.
The problem still doesn't exist.

➡️Due to low energy costs in Iran, you can mine 1 Bitcoin for just $1,320 and sell it for $69,000.

On the 20th of March:

➡️Regime shift really kicking in: gold -13% since start of the Iran war, Bitcoin +6%.

Adam Livingston: 'With today's collapse in the gold price, it really seems like we may be living in a SIMULATION: Every single Bitcoin bear market priced in gold has lasted EXACTLY 14 months. We are now seeing exactly yet another reversal in BTC/Gold... after the cycle top at the end of 2024. Did we officially hit the bottom for Bitcoin? If we didn't, this historical BTC/Gold trend would be broken.'

➡️River: 'The Federal Reserve employs 24,000 people. Yet we have no idea what inflation will be. Bitcoin employs no one. Yet we know exactly what its supply will be. There's a lesson in that.'

➡️Bitcoin News: Morgan Stanley files second amended S-1 for its proposed spot Bitcoin ETF.
Morgan Stanley Wealth Management oversees about $8 trillion in AUM and recommends a 0–4% allocation to bitcoin. A 2% allocation would represent $160 billion, ~3X the size of IBIT.

On the 21st of March:

➡️TFTC: 'Bitcoin's mining difficulty just dropped 7.76%. That's the second-largest drop of 2026.

Hashrate has retreated to roughly 943 EH/s. Miners are shutting off machines. The reasons are compounding. Post-halving economics have squeezed margins with BTC around $70,600. Energy costs are climbing as the Iran conflict pushes oil above $119. And some miners are pivoting rigs to AI hosting, where the margins are better right now. An estimated 8 to 10% of global Bitcoin mining operates in energy markets directly sensitive to oil and gas prices. When energy spikes and block rewards are halved, the math stops working for miners on the margin. They power down. The difficulty adjusts. The network adapts.
This is Bitcoin working exactly as designed. Every other system in the world requires intervention when conditions change. The IEA is telling people to stop driving. Countries are rationing fuel. Airlines are cutting routes. Central banks are holding emergency calls. And Bitcoin's network just calmly recalibrated itself in 2,016 blocks to make mining 7.76% easier, so the remaining miners can continue securing the network profitably.

The difficulty adjustment is the most underappreciated feature in all of Bitcoin. It guarantees that no matter what happens in the world, whether energy prices spike, governments ban mining, or half the hashrate disappears overnight, Bitcoin keeps producing blocks roughly every 10 minutes.

Difficulty is now 133.79 trillion, about 9.8% below its late 2025 peak. The weak hands are being flushed. The strong miners with cheap power and efficient hardware will absorb the hashrate when conditions improve.'

➡️Bitcoin News: A long-dormant Bitcoin wallet moved 2,100 BTC (~$147.7M) after over 13 years, having originally received the coins in July 2012 when they were worth just $13,685. The transaction appears to consolidate holdings rather than sell, and the funds remain in the same legacy address.

➡️TFTC: 'Bitcoin moved 2.4% tonight. A geopolitical headline hit, thin weekend liquidity did the rest, and $864 million in overleveraged positions got flushed. 240,000 traders wiped out.
Gold dropped 11.2% this week. The S&P hit its lowest close of 2026. The Russell 2000 is in correction territory. And the guy who bought Bitcoin on a Saturday morning and went to the park with his kids didn't even notice.

No margin call. No liquidation. No stress. Just an asset sitting in cold storage doing exactly what it's supposed to do during global uncertainty. The 240,000 traders who got wiped tonight all had one thing in common: they added complexity to something that was already working.
Buy Bitcoin. Put it in cold storage. Go live your life.
Stay humble. Stack sats.'

On the 22nd of March:

➡️'Bitcoin collapses below $68,000 after President Trump threatens to "obliterate" Iran's power plants. Just 24 hours ago, President Trump said he was considering "winding down" the Iran War.
Over $240 million worth of levered crypto positions are liquidated in 60 minutes after President Trump threatens to "obliterate" Iran's power plants.' -TKL

On the 23rd of March:

➡️TFTC: 'The ECB just admitted that dollar stablecoins are a threat to European monetary sovereignty. Piero Cipollone, a member of the ECB's Executive Board, gave a keynote address today in Brussels, outlining Europe's strategy for tokenized financial markets.
The message was clear: if Europe doesn't build its own on-chain settlement infrastructure, dollar stablecoins will become the default backbone of European digital finance.

His exact words: a world where "a single dominant platform and stablecoin with broad network effects" would have "serious consequences for Europe's monetary sovereignty."

The response is already in motion. The ECB is launching "Pontes" in Q3 this year, a system that bridges tokenized asset platforms with central bank money settlement. Their longer-term project, "Appia," aims to deliver a comprehensive blueprint for a European tokenized financial ecosystem by 2028.

€4 billion in tokenized fixed-income instruments have already been issued across Europe since 2021, including sovereign debt from EU member states. This isn't theoretical anymore.
Cipollone also took a shot at stablecoins directly, noting that even fiat-backed stablecoins "rarely trade exactly at par, even during calm market conditions." The argument: only central bank money carries zero credit and liquidity risk.
This is Europe's answer to America's stablecoin push. While Washington negotiates the CLARITY Act and stablecoin yield deals with Coinbase and the banks, the ECB is building state-controlled rails to make sure tokenized finance runs through central banks, not private issuers.'

## 🎁If you have made it this far, I would like to give you a little gift:

What Bitcoin Did - This Is The Macro Reset | Nik Bhatia timevalueofbtc (nprofile…zx9t)
"5 to 10% is going to cause immense damage. When cash flows stop at the margin, everything collapses because of leverage."
Nik Bhatia returns to break down the macro landscape as war in Iran sends oil to $100, the dollar surges, and volatility clouds the outlook. Nik explains why he's wiped the slate clean on his macro thesis, why the US economy may still avoid recession despite the chaos, and how the Genius Act could reshape the global dollar system through stablecoins. They also get into AI job displacement, why treasuries are still the bedrock of global finance, Bitcoin's decoupling signal, and whether the four-year cycle is finally dead.
dannyknowles (nprofile…7u6y)
Click here: https://youtu.be/VrIJgf5IEhY

Credit: I have used multiple sources!

My savings account: Bitcoin.
The tool I recommend for setting up a Bitcoin savings plan is **PocketBitcoin**, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. (from now on, full KYC, so be aware)

> Use the code SE3997

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
Is this post helpful to you?
If so, please share it and support my work with a zap.
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⭐ Many thanks⭐
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The Latest Bitcoin & Macro news: Weekly Recap 09.03.2026: ...

2026-03-28T21:35:04+01:00

The Latest Bitcoin & Macro news: Weekly Recap 09.03.2026:

https://yakihonne.com/article/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqyfhwumn8ghj7mmxve3ksctfdch8qatz9uq32amnwvaz7tmjv4kxz7fwv3sk6atn9e5k7tcqz42rxmzxwd856s66wsuhvwrs94qky3ecg4zqp04zf9

Do you think this post is helpful? If so, please share it with your friends, family, and co-workers, and support my work with a zap.

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⭐️ Many thanks⭐️

Felipe - Bitcoin Friday!

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

Nostr event nevent1qqs8dg8act4rwje69dqs2rms0ttpemnse8kk0ynjakv8hajj7ggk4lgzyq78msk9slhvupg0h3jcpxckp8geyplcyhwhva2tnyz7nj5q2ep2s6f9zq0

2026-03-28T21:34:05+01:00

Disclaimer: I am still a bit behind on the news each week, but I still want to share these insights with you.

In this post, I will share the recap for the period 03.03 - 09.03.
The recap of last week will be online by Friday evening at the latest.

On Nostr, I will exclusively share the most significant Bitcoin news. (this note)

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Yakihonne. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

🧠Quote(s) of the week:

'Bitcoin mean reversion is a restoring drift. It is like a beach ball held underwater. The trend is the equilibrium. Price gets pushed around by news, leverage, liquidity, and panic. Important concept: But the farther it gets stretched from the power law trend value, the stronger the expected pullback. That is the logic of the Ornstein-Uhlenbeck process: dz = -κz dt + σ dW The first term is the restoring pull. The second term is the noise. Most people see the noise and think there is no structure. Wrong. Noise does not remove the anchor. It just makes the path messy. Bitcoin reverts because large deviations create stronger restoring drift. The path is chaotic. The pull is not.' - David Eng

( )

🧡Bitcoin news🧡

Photos hosted by Azzamo ( https://azzamo.net/)

On the 3rd of March:

➡️Ray Dalio: "Bitcoin does not have privacy. Central banks are not gonna wanna buy Bitcoin. Quantum computing. Who owns it?"
Bitcoin's transparent ledger is a feature. Banks are already buying. Quantum is not an imminent threat.

> 'Dalio's mistake here is that he doesn't fully understand why central banks own Gold. The reason it is Gold is to protect against a speculative attack on their currency if Gold becomes demonetized. Central banks have always viewed Gold as a potential competitor to their sovereign currencies. Once Bitcoin reaches the same scale as Gold (it will overtake Gold due to its significant comparative advantages), central banks will be forced to own it for the same reason they own Gold. Without ownership, their national currency becomes vulnerable to a speculative attack from Bitcoin.' - Vijah Boyapati

➡️Bitcoin is up 2% while Gold is down 3.5% aGoldilver is down 8%. Feels like a paradigm shift. - Joe Consorti

➡️Important Point: Bitcoin has NEVER had its FULL, complete bull market EVER, while the PMI was below 50 the whole time. Which really begs the question: Was what happened over the last few years really a true bull market? Sminston coined the term "quasi bull market," and I think that is accurate. We have discussed this on the Bitcoin Uncharted weekly show. We had a bull market on a price basis; you could technically call it that, but with bear-market conditions in the backdrop. Hence, we had a quasi-bull market, or a prelude to a bull market. The full bull market is still to come.

( )

➡️The Bitcoin ETF buyer cohort is sitting on their largest levels of unrealized losses, and I don’t think they care. They may be built differently. Watching for a big week of inflows despite being underwater.

( )

Vijah Boyapati: "The explanation is that boomers buy Bitcoin as a part of a diversified portfolio. They may buy 2 or 5% of their assets as BTC, so a big drawdown has little impact. Their position sizing allows them to hang tough essentially forever."

➡️'Bitcoin is replacing Gold. The model on the chart says: log10(Ratio) = -16.6829 + 5.7340·log10(t) with R² = 0.9593. If that trend continues: Parity with Gold around 2037 Implied BTC price ~$2.06M.' -David Eng

( )

At the moment, Gold is stalling out while bitcoin is soaring. BTC is set to overtake Gold's % growth over the last month as the U.S. economy accelerates and risk sentiment improves. The anticipated risk-off → risk-on rotation could be underway.' - Joe Consorti

➡️'One more week until the 20,000,000th bitcoin is mined. The remaining 1,000,000 will take 114 years.' - Joe Consorti

On the 4th of March:

➡️'Since the strikes on Iran began, bitcoin has outperformed stocks, bonds, and Gold. Does that automatically make Bitcoin an undisputed hedge against geopolitical risk? Not by definition. Yet, so far, bitcoin’s price behavior resembles what we have seen during previous major market shocks. In my book, The Great Rebalancing, I examine the performance of equities, bonds, Gold, and bitcoin following nine significant market events since 2020. Both 10 and 60 days after each event, Bitcoin was, by a wide margin, the best-performing asset class. Gold ranked second, while bonds delivered the weakest results. Based on this admittedly limited sample, Bitcoin is not the anomaly. Gold is. If measuring asset class returns 10 and 60 days after a major market shock qualifies as one legitimate lens through which to assess bitcoin’s safe-haven characteristics, then the conclusion is at least open to debate rather than dismissal.' - Jeroen Blokland

➡️Fernando Nikolic: 'Wait a second… hold on.
The European Central Bank just published a paper warning that stablecoins could pull deposits out of the banking system.
Read that again… slowly.
A central bank is openly concerned that people might withdraw their money from banks and move it into stablecoins.
The very people running the monetary system are admitting — in their own research — that their product might be outperformed by a better one.
This is the music industry in 2004, warning that people might prefer MP3s over CDs.
The diagnosis is correct…
But the conclusion will be predictable: regulate competition rather than improve the product.
I’ve seen this playbook before at Universal Music, back in 2008, the threat assessment was always accurate…
The response was always protectionism.
And protectionism always loses.'

➡️'Another solid inflow day for the bitcoin ETFs. Almost all are now net-positive YTD. Amazing, considering it's down 22% on the year, a 50% total decline. Crypto Twitter: call your parents, tell them thank you, and that you love them, and that you totally underestimated their hands.' - Eric Balchunas

➡️Jamie Dimon: If you want to be a bank, be a bank
Kraken: challenge accepted

( )

Bitcoin exchange Kraken becomes the first crypto bank to receive a Federal Reserve master account. This makes Kraken the first digital asset bank in U.S. history to gain direct access to the Federal Reserve’s payment infrastructure. The same banking system that tried to choke out Bitcoin companies is now bending the knee.

➡️'The CFTC just announced it's fast-tracking approval of Bitcoin perpetual futures contracts in the U.S., targeting approval within the next month. Perpetuals are the single most traded instrument in crypto. Binance alone handles over $50 billion in perp volume daily. But since 2017, regulatory uncertainty has forced virtually all of that liquidity offshore. CFTC Chairman Selig said it plainly at the Milken Institute: "We've got to bring that back to the United States." The Commission is also promising clear guidance on on-chain markets and digital wallet regulations. This is a market structure shift. The U.S. has spent years pushing crypto trading to foreign exchanges with less oversight and zero tax revenue. Now they want the liquidity back, and they're moving fast to get it.' -TFTC

➡️Walker: 'If you bought $1 of Bitcoin every time Peter Schiff tweeted about Bitcoin (p~1,836 times since 2013), you'd have ~0.174 BTC today — cost basis $1,836, current value ~$11,500 (at ~$66,000/BTC), for a ~525% gain. If you bought $1 of Gold instead every time he tweeted about Bitcoin, you'd have ~0.45 oz — cost basis still $1,836, current value ~$2,300–$2,400 (at ~$5,070/oz), for a ~25–35% gain. Thank you for your attention to this matter.'

➡️Morgan Stanley issues new SEC filing for a spot Bitcoin ETF, announcing Coinbase and BNY Mellon as the custodians.
The key takeaway is: Morgan Stanley would not be launching their own Bitcoin ETF — in a world where 11 other Bitcoin ETFs have existed for 2 years — unless MS believes that Bitcoin will be a persistent % allocation across its wealth management client base.

➡️Daniel Batten: Paraguay has just followed the lead of Bhutan, using wasted hydro energy to mine Bitcoin, for a likely National Bitcoin Reserve. "Reports indicate mined Bitcoin will likely be held as a state asset or the national treasury, potentially used to fund infrastructure."

➡️Michael Saylor's Strategy is estimated to have bought over 700 Bitcoin so far today via STRC. That is more than the number of BTC that will be mined today.

On the 5th of March:

➡️A Bitcoin Policy Institute study tested AI agents across 9,000+ financial scenarios. What did they choose most often? Bitcoin. - Simply Bitcoin

( )

➡️Daniel Batten:
New academic paper demonstrates that pairing Bitcoin mining with greenhouses can: transform Bitcoin mining's waste heat into a resource for "advancing sustainable food production", while "enhancing food security" amid population growth "reduce reliance on fossil fuels, lower greenhouse gas emissions, and enhance the economic sustainability of food production" "reduc[e] energy consumption by up to 15%"
The paper is the 23rd to demonstrate the positive environmental impacts of Bitcoin mining.

Source: https://x.com/DSBatten/status/2007095059963949217 This paper was published in Applied Energy, which is a highly regarded journal in energy engineering, sustainable systems. It has an impact rating of 11.0, consistently ranking in the top tier in its categories.

Source: https://sciencedirect.com/journal/applied-energy Paper co-author Cornell Professor Fengqi You is a multiple award-winning scientist specializing in the fields of energy systems engineering, optimization, sustainability, digital agriculture, and decarbonization (source: https://duffield.cornell.edu/people/fengqi-you/)

Full Paper: Energy optimization of bitcoin mining integrated greenhouse with model predictive control - ScienceDirect - https://www.sciencedirect.com/science/article/abs/pii/S0306261925009869

more Daniel Batten:

➡️In 2021, a headline like this on the front page of a Pulitzer Prize-winning paper would've been unthinkable, but backed up by data from Cambridge, Duke University + 23 peer-reviewed studies showing Bitcoin mining's environmental benefits, the media have changed their tune also.

( )

Little-known fact: 7 Nations (that we know of) are now using Bitcoin mining on their national, or State, grid to counterbalance the variability of solar and wind generation. This allows them to add more renewable energy to their grid than they otherwise would have been able to.

Japan, Finland, Sweden, Texas, U.S. (ERCOT), New Zealand (Monowai), China, Austria - a lesser-known one (https://carboncredits.com/is-bitcoin-mining-the-unexpected-solution-to-europes-energy-challenges/)

On the 6th of March:

➡️'Bitcoin funding rate is still in negative territory.' -Bitcoin News

( )

➡️'The number of Bitcoin non-zero addresses hits an all-time high of 58.5M.' -Bitcoin News

( )

➡️Wicked: 5.74M bitcoin currently sits in UTXOs whose keys or scripts are exposed on-chain. Next, I'll analyze how much of it is still being actively managed.
I'll define “actively managed” as either:
• receiving ≥1 BTC in the past year, or
• spending any amount in the past year.

( )

➡️'Alex de Vries took 3 years to be proven wrong about Bitcoin.
Ray Dalio only needed 3 days.
3 March. Ray Dalio: "Central banks are not going to want to buy Bitcoin."
Today, 6th of March...' - Daniel Batten

➡️'Kazakhstan central bank to invest up to $350M in digital assets; likely to include Bitcoin
>Will begin ‌in ⁠April-May
>Total central bank FX reserves and gold = $69B
>Investment will come from Gold & FX reserves fund, not the sovereign wealth fund.' -Matthew Sigel
Source: Kazakhstan central bank to invest up to $350 million in crypto assets | Reuters

➡️TFTC:'Fidelity Digital Assets just published a research report arguing Bitcoin's classic four-year boom-bust cycle is over. Their core finding: Bitcoin's market cap hit $2.5 trillion at its October 2025 peak, but one-year realized volatility reached a new all-time low of 17 in January 2026. That's never happened this soon after new price highs in any prior cycle. The demand structure has fundamentally shifted. Public companies and spot ETFs now hold nearly 12% of the circulating supply, with most of that accumulation occurring after 2023. 49 public companies each hold over 1,000 BTC. The leading ETF reached $75 billion in AUM in under 2 years. GLD took nearly seven years to reach the same milestone. On-chain, MVRV has remained around 2x realized cap throughout this bull market. In 2013, it hit 6x. In 2017 and 2021, it hit 4x. If it reached just 4x this cycle, that implies a $4.5 trillion market cap and roughly $225,000 per BTC. Fidelity also created a new metric, the "Profit to Volatility Ratio," which has remained above 0.015 since late 2023, the longest sustained period of stability in Bitcoin's history. Even the February 2026 drop below $70,000 didn't break it. The implication: the 80% drawdowns and blow-off tops may be a thing of the past. What replaces them is a slower grind, higher with shallower pullbacks. Bitcoin is behaving less like a speculative bet and more like a maturing macro asset.'

( )

Source: Is Bitcoin’s Four-Year Cycle Over?
https://www.fidelitydigitalassets.com/research-and-insights/bitcoins-four-year-cycle-over?ccsource=owned_social_four_year_x

➡️As mentioned below in the segment Macro/Geopolitics:
The world's most POWERFUL money manager just locked the doors. BlackRock's $26 billion private credit fund told investors: "You want 9.3% of your money back? We'll give you 5." Take it or leave it. That's $1.2 billion in withdrawal requests, nearly half denied. But this isn't just BlackRock. Blackstone's $82 billion credit fund just processed a RECORD 7.9% in redemptions.

Simon Dixon is spot on:
'The real draining of the swamp is converting your BlackRock Bitcoin ETF to Bitcoin in self-custody.
Same with Gold.
Same with Silver.
Drain the swamp.'

➡️In just 4 days, 20 million $BTC will be minted. After that, the remaining 1 million BTC will be mined until 2140. This is what true scarcity looks like

➡️Gold Stuck in Dubai Is Being Sold at a Discount as War Widens. Gold is being offered at a steep discount in Dubai, as the war in the Middle East grounds flights and hampers suppliers’ ability to move bullion out of the key trading hub. Many buyers have stepped back from new orders, unwilling to pay exceptionally high shipping and insurance costs with no guarantee of prompt delivery. As a result, rather than paying indefinitely for storage and funding, traders are offering discounts of as much as $30 an ounce to the global benchmark in London, according to people with knowledge of the matter, who asked not to be named discussing market information. Many shipments remained stranded on Friday, the people said, although some bullion had been loaded onto flights leaving Dubai from the middle of this week. (Bloomberg)

Dubai imported over $100B of Gold and became a global bullion hub. Now, traders are selling Gold at a discount because disruptions to flights, shipping, and insurance make it hard to move. That’s the difference between physical money and digital money.

( )

➡️Update from VVD minister Heinen: the planned Box 3 tax will not be materially adjusted.
In reality, it has been little more than a political appeasement measure.

Source: Brief aan Eerste of Tweede Kamer - Wet werkelijk rendement box 3
https://open.overheid.nl/documenten/a9e9b56d-a358-43f3-aa3e-b803483e6dda/file

Bitcoin Jack: Remember when the Dutch said they cancelled the Box 3 unrealized gains tax, 3 weeks after accepting the law in the House? They did not. It’s going to the Senate with minor changes. Just a little distraction detour ahead of the local authorities' elections. The looting will continue.'

For the Dutch followers: Heinen verraste coalitie en ambtenaren met belofte vermogensbelasting aan te passen na ‘brede ophef’ - NRC
https://archive.ph/1KtNH

Anyway, buy Bitcoin, vote with your feet (if that is even possible).

➡️The Winklevoss have sold over 99,000 BTC since 2014.
Arkham Intelligence on-chain data shows the Winklevoss twins bought ~100k-120k BTC in 2013 (1% of supply) and now hold only ~10% of that (~11k-12k BTC, worth ~$1.3B). They've sold/transferred the rest—over 99k BTC—mostly 2018-2023 to fund Gemini ops and diversification.

Pledditor: 'The rate at which the Winklevoss twins have been dumping BTC has been accelerating. Not a good look when the exchange CEOs are rushing for the exits. Didn't they just IPO? Why liquidate personal BTC holdings when they can dump $GEMI shares?'

On the 9th of March:

➡️History has been made. 95.2% of bitcoin's total supply, some 20M BTC, have been mined into circulation. 114 years for the remaining 4.8% to be mined. - Joe Consorti

( )

There are officially fewer than 1,000,000 BTC left to be mined. The vast majority of the supply is already out there, and most people still have zero bitcoin.

➡️Mark Moss: Bitcoin had 24% CAGR over the last 4 years, even though BTC's price is the same… $67k. How’s that? While Bitcoin's price is basically the same as it was 4 years ago, it ignores 2 things
1. Capital Deployment: most are paid weekly or bi-weekly and direct a % to investments, DCA.
2. Volatility is the DCA investor's friend: The magic here is that Bitcoin didn’t just sit flat at $67K for 4+ years — it experienced massive volatility in between

Let’s put some math and numbers here…
Let’s use a $1k/week DCA amount for illustration.
As Bitcoin started at $67k and then fell to $16k in 2022, there was a swing of over $109,000 between the low and the high.

That volatility is what worked for you: your $1,000 weekly buys scooped up BTC at $16K–$25K, accumulating far more satoshis per dollar than when prices were high.
Half of your total invested capital went into above $50K, but that only bought 25% of your Bitcoin. Meanwhile, just 30% of your capital deployed below $30K bought 53% of your total stack. That’s DCA at its finest.

( )

🎁If you have made it this far, I would like to give you a little gift:

What Bitcoin did: Bitcoin is Undervalued, But the Bottom Isn't In Yet | Rational Root dannyknowles (nprofile…7u6y) therationalroot (nprofile…j6zg)
Is Bitcoin's four-year cycle still intact, and what does that mean for the next six months? In this episode, I sit down with The Rational Root to break down where we are in Bitcoin's cycle, why on-chain data is flashing bear market signals despite Bitcoin holding up through the Iran war, and what the bottom formation could look like from here. We discuss the shift from retail hype to institutional adoption, why OTC buying from ETFs and treasury companies dampened this cycle's price action, how gold and AI stole Bitcoin's mindshare, and whether passive flows from the likes of Saylor could prevent another leg down. Root walks through his key on-chain charts and explains why he thinks there's still a probability of one more drop before Bitcoin starts its next move up.

Click here: https://youtu.be/tBAA2TtoxWU

Credit: I have used multiple sources!

My savings account: Bitcoin.
The tool I recommend for setting up a Bitcoin savings plan is **PocketBitcoin**, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. (from now on, full KYC, so be aware)

> Use the code SE3997

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
Is this post helpful to you?
If so, please share it and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐ Many thanks⭐
Felipe - Bitcoin Friday!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

Nostr event nevent1qqszju8s6m27ud6mk7dkw6gwqet59tfw7xa0kmax59wqc8r0v3awg5szyq78msk9slhvupg0h3jcpxckp8geyplcyhwhva2tnyz7nj5q2ep2sneum7e

2026-03-18T14:49:57+01:00

Disclaimer: I am still a bit behind on the news each week, but I still want to share these insights with you.

In this post, I will share the recap for the period 23.02 - 03.03.
The recap of last week will be online by Friday evening at the latest.

On Nostr, I will exclusively share the most significant Bitcoin news. (this note)

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Yakihonne. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

The Latest Bitcoin & Macro news: Weekly Recap 03.03.2026

🧠Quote(s) of the week:

> When you build on truth, the structure stands. An honest protocol is like the TCP/IP of money—neutral, honest, permissionless. It changes everything above it. Are you building on a foundation that lasts? The answer shapes more than just your work. It shapes the world.
>
> Money is stored energy—your time and creativity turned into value. Dishonest money erodes that energy, silently stealing your life force. But with Bitcoin, energy is preserved, untouched by debasement. What do you choose to anchor your life's work to? - Jeff Booth

🧡Bitcoin news🧡

Photos hosted by Azzamo ( https://azzamo.net/)

On the 23rd of February:

➡️Bitcoin falls below $64,000 as selling pressure builds and levered liquidations accelerate.

➡️Fucking finally, Jane Street was sued for alleged insider trading by the administrator winding up the affairs of Terraform Labs, the firm whose $40 billion collapse in 2022 roiled the crypto markets and contributed to the collapse of FTX.

You'll never guess what the algos did at exactly 8pm ET. - ZeroHegde

( )

➡️'Long-term holder supply has increased by 400k BTC since November 23rd. LTH behaviour changed post-ETF, as clearly seen in the supply structure (first image). Zooming in on the two previous LTH supply drawdowns (Yen carry & Liberation Day tariffs). The bottom had already occurred by the time LTH supply started increasing (second image).' - James van Straten

➡️'...Bitcoin is an emerging store of value. You cannot ask it to emerge from nothing as mature as Gold. Imagine it in 2009 as a newborn. It is 100% speculation. Now imagine it in 2050 or whenever, when every central bank owns it, and it’s as normal as Gold. It’s 0% speculation. You cannot travel from 100% speculation to 0% speculation without ticking every gradient in between. The reason it doesn’t fit any individual box right now is that it’s in the uncomfortable middle. But that’s a necessary part of the journey. Either you believe it’s literally impossible to create a digital store of value or you have to imagine it passing through exactly this teenage state.' - Matt Hougan

On the 24th of February:

➡️'Bitcoin's mining difficulty just had its largest upward adjustment since May 2021, up 14.7% in a single move. And this is happening while miners are selling everything they produce, and Bitdeer is literally liquidating their entire treasury to pivot to AI.
So the network is getting harder to mine just as it's becoming less profitable, and the companies that mine it are questioning whether they even want to be in the mining business. And yet the hashrate keeps climbing.
The difficulty keeps adjusting upward.
The economics are brutal right now, and the network keeps going because the protocol doesn't care about quarterly earnings, analyst expectations, or the Fear and Greed Index.
Fifteen years of continuous operation through every crisis imaginable, and it just keeps processing blocks.
I think people forget how remarkable that actually is because they're so focused on the number going down.' - Fernando Nikolic

( )

➡️Investment advisors manage $146 trillion in assets. Guess what the top 29 have in common? - River

( )

They all own Bitcoin I.O.U.s!

These are 13F filings from the RIAs' discretionary managed portfolios (client AUM), per River's analysis of Barron's Top 100 RIAs data as of 12/31/2025. RIAs oversee ~$146T in client assets and allocate tiny slices (~0.008% avg) via BTC ETFs—no material proprietary firm holdings at this scale.

➡️TFTC: '60% of the top 25 US banks are now building Bitcoin products. JP Morgan, Charles Schwab, and UBS have announced their trading plans. State Street and HSBC have announced their custody arrangements. The regulatory green light has been given.'

➡️BTC supply in loss just hit 10M coins, the fourth-highest reading ever. A further 70K coins are lost from purchases between Feb. 6 and today. Circulating supply hits 20M BTC next week, that’s 50% in loss. History suggests that’s enough capital destruction for a bear market bottom. - James van Straten

( )

On the 25th of February:

➡️The Netherlands is walking back its planned tax on unrealized gains. Dutch Finance Minister Heinen just said the new Box 3 wealth tax law "cannot proceed as it is" and he's going "back to the drawing board." "We are not deaf to the criticism," he said. "We want to move as quickly as possible to a system where you only tax actual gains."
(In the next recap you will read, unfortunately, that all the above is fugazi.)

➡️Bitcoin's next cycle will bring in trillions. - River

( )

➡️Jeff Park: Everyone is asking: "Is Jane Street why Bitcoin isn't at $150k?" As expected, the answer is trickier than the question. But it's also more structurally unsettling than the conspiracy theory itself—and once you understand the actual mechanics, you won't be able to unsee them.

( )

Ergo: Jeff's post (that big image) says:
Nah, Jane Street alone isn't "suppressing" Bitcoin to keep it under $150k. The real issue is bigger: Every big bank running Bitcoin ETFs (Jane Street, JPM, Goldman, etc.) gets special loopholes. They can short ETF shares super cheap—no borrowing hassle like normal traders. If an ETF trades below the real BTC value, it should buy actual Bitcoin to close the gap. Instead, they hedge with futures (fake BTC), so zero real buying hits the spot market. A new SEC rule lets them deliver real BTC now, but they still wrap it in derivatives for extra profit. Bottom line: The ETF system itself can screw up true price discovery on Bitcoin. Not one villain firm—it's the whole setup built for stocks, not an "outside finance" asset like BTC. That's why it feels capped.

I tend to lean more on Checkmate's side, because data is data:
'Jane Street didn't suppress the Bitcoin price folks. HODLers all did. It's just not that hard, stop summoning your inner salty goldbug but blaming manipulators. People. Sold. A. Fucktonne. Of. Spot. Bitcoin.
My point has always been the same: manipulation is the literal job of large Wall Street firms, and will always be. However, you do not need that as the central argument to explain why the price didn't go higher, nor why it went lower. That can be well and truly explained by looking at the spot sell-side. Folks always need to blame a named entity because it helps them understand complexity. Narratives are tools humans use to simplify the world, even if they are wrong.'

( )

➡️Alex Thorn:
The worst Bitcoin pain is almost certainly behind us, but there could still be some ahead. case for: behind us:
- near 200w MA, realized price
- More than half of the coins are underwater
- RSI at capitulation bottom levels
- many other metrics screaming bottom

more to come:
- Bottoms take a long time, drift is possible
- equities rolling over would likely push lower
- malaise, sense of lack of catalysts
- overhang from quantum fears

( )

'Price pain --> Time pain. Surviving the first part is easy because most people are too stunned in the headlights to do anything about it. The second part gets many. Many sell, thinking they will buy back at a lower price (and never do), and others lose interest entirely. They leave at the literal point of maximum opportunity. Even Warren Buffett buys Bitcoin at the 200-day moving average. Many proceed to lose another fortune trying to short-sell it all the way through the disbelief recovery rally, when it finally feels safe to jump into the bearish pool. Buy the whole time-pain bottom with a DCA strategy, don't lose sleep trying to buy THE bottom (you will be too scared to do it when it happens anyway).' - Checkmate

On the 26th of February:

➡️'BIG BANKS ARE COMING TO BITCOIN (last 3 months)

Citi: Launching Bitcoin custody, wallet & key management to integrate BTC into tradfi this year
Morgan Stanley: - To launch its own Bitcoin Trust/ETF (1st major bank to file) - Bitcoin-supporting digital wallet in 2026 - Bitcoin trading to launch in 2026 - Lending, yield & full custody services on the way

JP Morgan:
- Exploring Bitcoin & crypto trading for institutional clients
- CEO Jamie Dimon admits he was wrong and that “Bitcoin is real” & will be used by all

Goldman Sachs:
- Buys $1.1 billion worth of Bitcoin (filing)
- CEO David Solomon announces he owns a small amount of Bitcoin

Standard Chartered:
- Launching prime brokerage accounts for Bitcoin trading

UBS:
- To launch Bitcoin trading for select private banking clients

Danske Bank: Denmark’s largest bank, Danske Bank, announces offering Bitcoin & crypto ETPs to investors.' - Bitcoin Archive

on the 27th of February:

➡️Daniel Batten:
"We're now 3 years into Bhutan's Bitcoin experiment. That means we now have robust data on how it has impacted the economy.
For context: Bhutan's economy was in dire shape in 2022 due to the loss of all tourism income (it's #2 export earner) during the COVID period. It got so bad that Bhutan was 3 months away from defaulting on import payments.

The IMF was poised to step in to structure a loan that would have led to heavy debt repayments, but also to the ceding of economic sovereignty to a lender whose loan conditions permit it to dictate how to (re)structure an economy. Instead, Bhutan formed a large Bitcoin Strategic Reserve by using its surplus renewable hydropower to mine Bitcoin. The IMF has warned on numerous occasions that nations embracing Bitcoin would destabilize their economy, be less effective at attracting foreign direct investment, and endanger their decarbonization and environmental initiatives. What does the data say (as reported by the Wall St Journal, Al Jazeera, and Forbes)

1. Bhutan was able to "use Bitcoin reserves to avert a crisis as foreign currency reserves dwindled to $689 million."
2. The bitcoin reserves have directly addressed pressing fiscal needs. "In June 2023, Bhutan allocated $72 million from its holdings to finance a 50% salary increase for civil servants."
3. Prime Minister Tshering Tobgay, in an interview, said that bitcoin also "supports free healthcare and environmental projects."
4. Tobgay also said their Bitcoin reserves helped in "stabilizing [the nation’s] $3.5 billion economy."
5. Independent analysts have now said that "this model could attract foreign investment, particularly for nations with untapped renewable resources."

Considering that what transpired in Bhutan has helped stabilize an economy that the IMF warned Bitcoin would destabilize, it begs the question: what data were the IMF's predictions based on? For Bhutan, Bitcoin didn't just boost the economy; it enabled the country to maintain economic independence and served as an example to other small nations of a path forward that did not require the IMF."

➡️TFTC: 'Citi just announced they’re building infrastructure to integrate Bitcoin into traditional finance.
Their Head of Digital Asset Custody said it plainly: “We’re making BTC bankable.” This is the third-largest bank in America. $2.4 trillion in assets. And they’re building the pipes so their clients can hold bitcoin alongside stocks and bonds within existing tax and compliance systems.

Think about what that means. The custody problem was always the excuse. “We’d love to allocate to Bitcoin, but we can’t custody it properly.” That excuse is dying in real time.
BNY Mellon is already live with crypto custody. State Street is being built. Now Citi. JPMorgan is doing blockchain settlement. Goldman has a digital assets desk.
These banks aren’t buying bitcoin for their balance sheets. They’re doing something more important. They’re building the rails so that every wealth manager, pension fund, and family office can allocate with the same click they use for Treasury bonds.
When the friction disappears, the flows follow. The institutions that manage the world’s wealth are no longer debating whether bitcoin is legitimate. They’re competing to be the ones who have custody of it.
Announced at MicroStrategy’s Bitcoin for Corporations conference.
The same event where companies are learning how to put BTC on their balance sheets.
Citi showed up to say, "We’ll hold it for you." The game is changing fast.'

On the 28th of February:

➡️'Morgan Stanley has formally applied to the US Office of the Comptroller of the Currency to launch “Morgan Stanley Digital Trust National Association,” a crypto-focused national trust bank based in Purchase, NY. The proposed entity would seek full trust powers under a holding company structure. The move signals deeper institutional expansion into regulated digital asset custody and trust services. It comes as Morgan Stanley pushes further into crypto, including applications for Bitcoin ETFs, plans for a crypto wallet, and crypto trading access for E-Trade clients later this year. The OCC has approved several national trust charters in recent months, as banks raise concerns about fintech and crypto firms gaining similar powers without equivalent oversight.' - Bitcoin News

➡️French police say crypto wrench attacks are now increasingly linked to organized crime networks. A 2026 memo from SIRASCO cites about 40 kidnappings of crypto holders since mid-2023, mostly in the Paris area, with victims often identified through social media displays of wealth.

➡️TeraWulf missed Q4 2025 estimates, reporting a $1.66 per-share loss and $35.8 million in revenue as lower bitcoin prices weighed on mining results.

on the 1st of March:

➡️Bitcoin News: 'Despite the attack on Iran, Bitcoin market data shows no signs of panic selling. According to STH P&L to Exchanges (24H) data, short-term holder inflows remain subdued, signaling no wave of profit taking or loss capitulation despite an event that historically would trigger a sell-off. This marks a sharp shift from Feb 5–6, when short-term holders sent 89,000 BTC to exchanges at a loss in just 24 hours during peak capitulation. Since then, loss-driven inflows have steadily declined, suggesting seller exhaustion and a move from panic to patience. Even as prices dipped to the $63K–$64K range amid escalating US–Israel–Iran tensions, there was no spike in STH exchange inflows. Analysts say this points to weak hands largely exiting the market and recent liquidation pressure being absorbed.'

On the 2nd of March:

➡️Starting March 1, ALL hourly Steak n’ Shake employees earn a Bitcoin bonus of 21 cents per hour.

➡️Strategy acquires 3,015 BTC for $204.1 million at $67,700 per bitcoin. They now HODL 720,737 BTC acquired for $54.77 billion at $75,985 per Bitcoin.

Naval literally nailed life in a tweet:

( )

🎁If you have made it this far, I would like to give you a little gift:

The Fed Can't Stop What's Coming | Jeff Snider
'Is this the start of a financial crisis? Jeff Snider is the founder of Eurodollar University and the go-to voice on how the global financial system really works. In this episode, we discuss why the shadow banking and private credit bubble is bursting right now, the cockroaches emerging across the credit markets that reveal nobody did any due diligence during the bubble years, and Jeff's three-stage financial crisis framework for understanding how bad this could get. We also get into why the Fed is essentially a political lightning rod with no real control over the monetary system, why bond markets have been pricing in a crisis since 2021, regardless of what the Fed does, and how people should position themselves, including Jeff's take on $60k Bitcoin.

In this episode, they cover:
• The 3 Stages of Financial Crisis: From early outflows (Stage 1) to forced selling (Stage 2) to systemic panic and the domino effect (Stage 3) — and where we are right now
• The Cockroach Problem: Why big banks failed to check if the collateral they were lending against even existed, and what that reveals about the scale of the bubble
• Credit Crisis vs Liquidity Crisis: The critical distinction that determines whether this stays contained or spills into broader markets
• The Fed's Illusion of Control: Why the bond market has been pricing in a crisis since 2021, regardless of what Jay Powell says or does
• Bitcoin & Survival: How to position yourself for a Stage 3 collapse and why wealth preservation is no longer optional in a debasing fiat system.'

Click here: https://youtu.be/npjHA0k4hZ8

Credit: I have used multiple sources!

My savings account: Bitcoin.
The tool I recommend for setting up a Bitcoin savings plan is **PocketBitcoin**, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. (from now on, full KYC, so be aware)

> Use the code SE3997

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
Is this post helpful to you?
If so, please share it and support my work with a zap.
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I just saw that I didn't upload the last couple of recaps. So ...

2026-03-18T14:43:51+01:00

I just saw that I didn't upload the last couple of recaps. So here we go:

The Latest Bitcoin & Macro news: Weekly Recap 23.02.2026

https://yakihonne.com/article/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqy2hwumn8ghj7un9d3shjtnyv9kh2uewd9hj7qq4d3p4qdf4ge6x266vx4ryznfjg9zxk73ktu6tfrql

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⭐️ Many thanks⭐️

Felipe - Bitcoin Friday!

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I just saw that I didn't upload the last couple of recaps. So ...

2026-03-18T14:25:06+01:00

I just saw that I didn't upload the last couple of recaps. So here we go:

The Latest Bitcoin & Macro news: Weekly Recap 02.02.2026

https://yakihonne.com/article/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqy2hwumn8ghj7un9d3shjtnyv9kh2uewd9hj7qgawaehxw309ahx7um5wgknqvfw09skk6tgdahxuefwvdhk6tcqz5cxk7f42aenzvr48pyhzd6svdexukrjgcksk2g2nk

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The Latest Bitcoin & Macro news: Weekly Recap 26.01.2026 ...

2026-02-08T22:28:25+01:00

The Latest Bitcoin & Macro news: Weekly Recap 26.01.2026

https://yakihonne.com/article/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqy88wumn8ghj7mn0wvhxcmmv9uq3jamnwvaz7tmjv4kxz7fwwdhx7un59eek7cmfv9kz7qq40y6yua3dxfhxys3jffd9x5ndgek9vaz3xcqwfqsk

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Felipe - Bitcoin Friday!

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Nostr event nevent1qqs950z3v68wnas2tylxgj5dcdffv3lvpgz8dkjfkjpe4a93nnv3mrszyq78msk9slhvupg0h3jcpxckp8geyplcyhwhva2tnyz7nj5q2ep2scw0pt0

2026-02-08T22:27:26+01:00

Disclaimer: I am still a bit behind on the news each week, but I still want to share these insights with you.

In this post, I will share the recap for the period 19.01 - 26.01

On Nostr, I will exclusively share the most significant Bitcoin news. (this note)

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Yakihonne. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

The Latest Bitcoin & Macro news: Weekly Recap 26.01.2026

🧠Quote(s) of the week:

"Bitcoin isn't physical!" Neither is your credit score, your mortgage, or the $7 trillion the Fed printed in 2020. But you believe in those. Money is a mental construct. Always has been. Bitcoin is just the first version that can't be diluted by committee. - Jeff Swanson

Rohan Hirani: 'There are three main reasons why someone would sell their bitcoin at a loss:
1. They never understood what they actually own.
2. They don't have the stomach to handle volatility.
3. Life expenses: kids, medical bills, divorce, house down-payment, whatever.

That third one isn't a weakness; it's just reality. The first two, though, are where the edge still lives. If this thing went up in a boring straight line, every pension fund, every sovereign wealth fund, and your Uber driver would already be maxed out—still, a stable SoV but less asymmetric upside.

The reason there's still a ton of upside is that most people will either (1) never do the homework required or (2) do the homework and still tap out when it hurts. So if you truly get it and you don't need the money to live, selling during a period of extreme fear is the only fundamental mistake you can make.'

🧡Bitcoin news🧡

Photos hosted by Azzamo ( https://azzamo.net/)

Price up, price down...this is it:

Disclaimer: I am still a bit behind on the news each week, but I still want to share these insights with you.

On the 19th of January:

➡️Netherlands:
'Today, the parliamentary debate on the Actual Return Tax (Box 3) begins. This legislation must be approved by the House of Representatives before March 15 to allow implementation by 2028.
For real estate investors, this brings some improvements:

- Better cash flow
- Deductibility of actual costs
- An end to fictional (assumed) returns

But it also introduces a significant change:
From 2028 onward, capital gains on real estate will be taxed.
Inheritance, in particular, is about to become much more expensive. Heirs will be required to settle with the tax authorities not only for inheritance tax, but also for tax on unrealized capital gains on real estate — even though the wealth remains locked in bricks and mortar.

One might have a property right by an ever-heavier 'I'm sharing more,' which already happens today. If you inherit a primary residence (Box 1) and cannot quickly free up liquidity, you still have to pay inheritance tax based on the current value, or the tax authorities may demand security (such as a mortgage lien or bank guarantee).

The difference is that the burden now increases significantly:
In addition to inheritance tax, heirs will face a 36% tax on the increase in value of Box 3 properties (from 2028 onward).

The WOZ value as of 1 January 2028 (possibly adjusted using the vacancy ratio for residential properties) will serve as the starting value.
This raises a fundamental issue.' - Arjen Robijn

'The property rightby an ever heavier, more. This, by an ever heavier, I'm sharing more. This is not a luxury — it is a cornerstone of a free and democratic society. Anyone who lacks certainty over what they own ultimately lacks certainty over their autonomy. In the Netherlands, this foundation is not abolished outright, but gradually eroded by an ever heavier, more complex tax burden. Not by formal expropriation, but by a structural shift of ownership from citizen to state.' -Rob Roos

Got Bitcoin? I'm sharing more on the above below.

➡️Joe Burnett:
'How long could the median U.S. household live on 1 BTC?
- 2012: 50 minutes
- 2014: 1.5 days
- 2016: 4 days
- 2018: 3 months
- 2020: 2.2 months
- 2022: 6 months
- 2024: 13 months
- 2026: 15 months (current price this is now ~ 10 months)'

On the 20th of January:

➡️Bitcoin accumulation wallets holding between 100 BTC and 1K BTC have seen a 33% increase over the last 24 months. - Bitcoin News

➡️'THE NETHERLANDS TO TAX UNREALIZED BITCOIN GAINS'- Bitcoin News
The Netherlands is moving toward taxing unrealized capital gains on bitcoin, stocks, bonds, and other assets, following parliament's vote to overhaul annual income tax filings. Under the new system, investors will owe tax each year based on changes in asset value, even if nothing has been sold. The reform, known as Wet werkelijk rendement Box 3, is scheduled for 2028 and will tax actual returns by measuring the difference between an asset’s value at the start and end of the year, plus any income received. That means both realized and unrealized gains will be taxed. Critics warn the shift could create serious liquidity problems, forcing investors to pay taxes on paper gains without having cashed out.

A lot of wealth will leave the Netherlands soon.

Great tweet by Bart Mol: https://x.com/Bart_Mol/status/2014633674051101124
Bart Mol: "...I'm not the only one who thinks there are better options. The Council of State (the Netherlands’ highest advisory body on legislation): "Don't do it. It's too complex (for both the tax authority and the citizens). Look for alternatives." And still, the government marches on. And the House of Representatives reluctantly agrees, this...
What the fuck does that even mean? "Yeah, we also don't like this bill, but we still are going to sign it into law." It's batshit crazy. But it's where we are. That's what the quoted tweet is about."

As a Dutch citizen, please sign the petition below:
https://petities.nl/petitions/stop-belasting-op-papieren-winst-behoud-rente-op-rente-voor-de-kleine-spaarder

And this is why you never should tell a government that you have Bitcoin. Even if you don't plan to sell, this will bankrupt you, which lowers the risk they'll screw you later. And extortion.

This is not just about Bitcoin. It applies to all financial assets in the Netherlands. The result is predictable: an exodus of wealth, including millionaires and billionaires, to jurisdictions like Dubai or Singapore.
Just have a look at what happened in the UK>

On the 21st of January:

➡️Coinbase CEO Brian Armstrong calls out the  Central Bank Governor's misunderstanding of Bitcoin. "Bitcoin is a decentralized protocol...Bitcoin is more independent."
Explaining decentralization to a central banker is like explaining WiFi to a fax machine. It won't work.

➡️Nearly half of all bitcoin is held in self-custody.-River

On the 22nd of January:

➡️'The famous Tulip Mania lasted 6 months. Bitcoin is 17 years old. Tulips round-tripped to baseline, and that was that. Bitcoin has rebounded to new highs after ~5 drawdowns of 80%+, monetizing from 0 value to $2T and counting. Very, very different. - Jesse Myers

On the 23rd of January:

➡️Vijay Boyapati: "The fundamental reasons why Bitcoin is superior to gold and fiat have not changed. In the long term, to negotiate payments in Bitcoin voluntarily, long-term fundamentals always win out."

➡️Quinten:
Bitcoin = historically undervalued
Gold = historically overvalued

➡️Oklahoma lawmakers have introduced Senate Bill 2064, which would allow state employees, vendors, private businesses, and residents to vote on the coin. -Bitcoin News

On the 25th of January:

➡️Bitcoin is currently on track for 4 down months in a row. The last time that happened:
1. Bottom of the 2018 bear market
2. Bottom of the 2014 bear market
3. Bottom of the 2011 bear market

On the 26th of January:

➡️Since the start of 2025, 11 months ago...
- Silver: +278%
- Gold: +93%
- Bitcoin: -10%
Precious metals investors are dancing on Bitcoin's grave.
That always ends well. - Jesse Myers

➡️14 trillion BlackRock files for a new iShares #Bitcoin Premium Income ETF. - Bitcoin Magazine

➡️Boomers hold $78 trillion in assets. Millennials have $14 trillion. The wealth transfer is coming. And the next generation isn't buavetailwind for Bitcoin.

➡️Strategy has acquired 40,150 BTC so far in 2026. Only 1.00 BTC has been mined so far in 2026. Eventually, the BTC price must go higher. Much higher.

➡️The Bitcoin Fear & Greed Index is now at "Extreme Fear"
At $88,000 per BTC.

➡️This is not an altcoin. This is the US Dollar since Wednesday.

The US Dollar is in free fall vs. the Swiss Franc. It's down 24% since late 2022 and is plummeting further. The world reservecurrecy, folks. You must price your portfolio in something other than the dollar.

🎁If you have made it this far, I would like to give you a little gift:

What Bitcoin Did:
Gold Is Being Repriced & Bitcoin Is Next | Caitlin Long

Caitlin Long is the founder and CEO of Custodia Bank, and in this episode they discuss the repricing of gold and its implications for Bitcoin, how derivatives and ETFs suppress price signals, why Wall Street cannot control Bitcoin the way it controlled gold, the strategic role of stablecoins in sustaining dollar demand, and how recent shifts in Treasury and Fed power matter for Bitcoin.

Click here: https://youtu.be/25l-AiKimic

Credit: I have used multiple sources!

My savings account:Bitcoin
The tool I recommend for setting up a Bitcoin savings plan: **PocketBitcoin **, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. (from now on, full KYC, so be aware)

> Use the code SE3997

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
Do you think this post is helpful to you?
If so, please share it and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐ Many thanks⭐
Felipe - Bitcoin Friday!
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The Latest Bitcoin & Macro news: Weekly Recap 19.01.2026 ...

2026-02-03T22:22:22+01:00

The Latest Bitcoin & Macro news: Weekly Recap 19.01.2026

https://yakihonne.com/article/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqy2hwumn8ghj7un9d3shjtnyv9kh2uewd9hj7qq4v96nvcedgagr25n5g43yjm2xge0k6etedqp7mrkh

Do you think this post is helpful? If so, please share it with your friends, family co-workers, and support my work with a zap.

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⭐️ Many thanks⭐️

Felipe - Bitcoin Friday!

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Nostr event nevent1qqs9fhplrx0dc87qj90752pk6mdevnrwjn7yzcnnswk4jh0ksz0ac2szyq78msk9slhvupg0h3jcpxckp8geyplcyhwhva2tnyz7nj5q2ep2sdrs6x9

2026-02-03T22:21:42+01:00

Disclaimer: I am still a bit behind on the news each week, but I still want to share these insights with you.

In this post, I will share the recap for 12.01 - 19.01;

On Nostr, I will exclusively share the most significant Bitcoin news. (this note)

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Yakihonne. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

The Latest Bitcoin & Macro news: Weekly Recap 19.01.2026

🧠Quote(s) of the week:

We are entering a period of hyper-deflation like the world has never seen before, and there is only one currency on Earth built for a technological hyperdeflationary world: Bitcoin. Gold was great during the industrial revolution, but it lacks critical features in a wired world. -Vijay Boyapati

'Bitcoin, truly, is an ego test at first.
It was hard to buy a $10 because people bought it for 1 dollar.
It was hard to buy it at $1000 because people bought it at $100.
It will be hard to buy at $1 million because people bought it for under $100,000.
No matter what, your first time buying Bitcoin will always feel like you are super late.' - RonSwanonson

🧡Bitcoin news🧡

Photos hosted by Azzamo ( https://azzamo.net/)

Before we start, a great post by James Lavish: The problem is the money!

'Most people have never heard of the Cantillon Effect. But once you understand it, you’ll see the world of investing differently. What is it? In the early 1700s, Richard Cantillon noticed a simple pattern: When new money enters an economy, it doesn’t reach everyone at once. And whoever gets it first benefits the most. Here’s how it works today: New liquidity enters through the Fed and through bank lending. Both follow a similar pattern:
→ Markets and large balance sheets get first access
→ Large corporations and well-connected borrowers tap cheap credit next, they invest and expand at today’s prices
→ Asset prices tend to rise as new liquidity chases finite assets
→ Consumer prices often follow
→ Wages rise last, usually after purchasing power has already declined

Fed data shows how lopsided the playing field is:

- The top 10% hold nearly 90% of equities.
- The bottom 50% holds about 1%. It’s a simple but powerful monetary transmission. Understanding this won’t change the system. But it might change how you think about where to store your savings.'- James Lavish

Anyway, Study Bitcoin!

On January 12:

➡️For the first time in history, the Central Bank of Argentina held an “art exhibition” of bitcoin mining machines plugged into the building, actively mining. - Documenting Bitcoin.

➡️Strategy has acquired 13,627 BTC for ~$1.25 billion at ~$91,519 per bitcoin. As of 1/11/2026, we hodl 687,410 $BTC acquired for ~$51.80 billion at ~$75,353 per bitcoin. - Saylor

➡️Rajat Soni: "Your bank balance is an illusion. Your bank doesn't have your money. Banks don't need to keep any reserves since 2020."

As fellow Noderunner points out perfectly: 'Conviction in Bitcoin usually starts with the pain of realizing your 40-hour work week is buying you less every year.'

Now connect that with the following, so your money is essentially just numbers on a screen, even if you "have money."
It's a good time to study the hardest money ever! Bitcoin.

On January 13:

➡️BITCOIN BECOMES KING IN IRAN Not out of nowhere. This is where real pressure pushes real behavior. Here’s what’s actually happening and why BTC is spiking: Iran’s fiat is imploding. The rial has collapsed massively against the dollar as Inflation explodes and confidence in banks tanks. That makes saving in local cash feel like burning money. People start looking for alternatives that don’t evaporate overnight. That alone drives demand for BTC as a store of value outside the rial. Second, crypto isn’t just about individuals hedging anymore. State-linked networks and the IRGC have been moving huge sums (billions) through crypto channels to get around sanctions and funnel money across borders. That puts real institutional sideways pressure on Bitcoin flows tied to Iran. Third, Iran’s cheap energy makes mining Bitcoin super profitable: electricity costs there make mining a BTC dirt cheap compared to global prices. That means more supply being created and sold on black markets or exit channels, adding to the local swirl. Finally, sanctions squeeze traditional banking hard, so crypto becomes a practical workaround for liquidity, cross-border transactions, storing value, and even paying for imports or moving capital. Especially with the rial spiraling. Summed up: hyperinflation + fiat collapse + sanctions + mining arbitrage + alternative finance needs = BTC parabolic action in Iran.
Source:WhaleInsider

Funny stat: 'Over the past 3 weeks (December 23, 2025 to January 13, 2026), Bitcoin appreciated by ~104% against the Iranian rial (black market rate), while Gold appreciated by ~102%. BTC rose from ~63.5B IRR to ~129.5B IRR; gold from ~3.24B IRR/oz to ~6.55B IRR/oz.' - Grok

Iranians who held bitcoin preserved their wealth.
Iranians who trusted their currency lost 96%. Everyone deserves money that their government can't destroy.

➡️'The latest Bitcoin ownership data:
Median Bitcoin held by household income:
Under $50k: ~0.004 BTC
$50k–$75k: ~0.01 BTC
$75k–$100k: ~0.025 BTC
$100k–$150k: ~0.06 BTC
$150k–$250k: ~0.11 BTC
$250k+: ~0.17 BTC
Even at the top of the income ladder, most never reach 0.21 BTC.
High income doesn’t beat broken money.
Saving harder can’t outrun dilution.
Bitcoin doesn’t reward salaries. It rewards early conviction and time in blocks.' - 0.21BTC on X

➡️21Shares' Bitcoin and gold ETP debuts on the London Stock Exchange. Bitcoin and Gold backing the product are held with institutional-grade custodians, and allocations are rebalanced monthly.

➡️Bitcoin needs to trade above $240,000 to flip Silver’s market cap at $4.8 trillion. The first time this happened was in March of 2024, when both were ~ $1.4 trillion. - The Bitcoin Therapist

➡️Germany's 2nd largest bank, DZ Bank, just approved for Bitcoin and crypto trading. - Bitcoin Archive

➡️Vivek Ramaswamy's Strive acquires Bitcoin company Semler Scientific in an all-stock transaction.

➡️Bitcoin will cross 20 million BTC mined sometime in March. There will always be less than 21 million BTC. 95% of Bitcoin has already been mined. -Pierre Rochard

➡️'Bitcoin's price will go parabolic if ETF demand persists long-term—a lesson from Gold's 2025 move.
The prices of both Gold and Bitcoin are set by supply and demand. The popular story is that gold prices spiked in 2025 (up 65%) because central bank purchases tilted the supply-demand balance. History teaches us something different and tells us what's happening with Bitcoin.
Central bank purchases of Gold spiked in 2022 after the US seized Russia's Treasury deposits. Annual purchases rose from ~500 tonnes to ~1000 tonnes. They have stayed consistent since.

These purchases tilted the supply-demand balance, but didn't immediately show up in prices. Gold rose 2% in 2022, 13% in 2023, and 27% in 2024. It wasn't until 2025 that prices went parabolic. That's because, for the first few years, central bank demand was met by sellers of their gold holdings. But eventually, the sellers ran out of ammo. And as demand persisted, prices soared.

The same thing is happening with Bitcoin and ETFs. Since ETFs debuted in Jan 2024, they've been buying more than 100% of the new Bitcoin supply. But the price hasn't gone parabolic, because existing holders have been willing to sell. If ETF demand persists - and it will - eventually, these sellers will run out of ammo. And when they do...'- Matt Hougan

➡️According to Glassnode, it seems like Bitcoin OGs are done selling aggressively for now.

➡️Solo Bitcoin miner mines a whole block worth $295,000 (3.16 BTC). Another Bitcoin lottery winner. - Bitcoin Archive

➡️El Salvador is now giving Bitcoin passports to tourists visiting the country.

On January 14:

➡️UGANDA GOVERNMENT ORDERS INTERNET SHUTDOWN AS BITCHAT BECOMES THE #1 APP. As in the 2016 and 2021 elections, the Museveni government cut internet access in the days leading up to the presidential vote in an effort to extend his 40-year rule. This time, residents were prepared. Over 1% of the population downloaded Bitchat, a Bluetooth mesh messaging app, allowing them to communicate without an internet connection. - Bitcoin News

➡️Bitcoin is up 500% over the past three years. - Pierre Rochard

➡️Grocery store Carefour to offer 20% discounts on Bitcoin payments. - Bitcoin Archive

➡️Construction picture updates of Iren’s new Bitcoin mine and AI computing facilities on the plains of West Texas. Horizon 1 electrical and mechanical works are well underway, Horizon 2 data halls are rising, Horizon 3-4 civils have commenced, with 1,200+ workers active on site. - Documenting Bitcoin

On January 16:

➡️Bitcoin Archive: 'Iranians withdraw Bitcoin to personal wallets as currency crashes - Chainanalysis report "Iranians are taking possession of Bitcoin at a markedly higher rate during protests than they were beforehand." Bitcoin is Freedom money.

➡️Owning 0.28 Bitcoin puts you in the top 1% of BTC holders.

➡️A big if.... but Silver Market Cap increased by $3.9 TRILLION in just 12 months. That's 2x Bitcoin's current market cap. If Bitcoin catches up to Silver, it will hit +$270,000.

➡️Strategy just scooped up another 13,627 BTC for ~$1.25B last week.

On January 17:

➡️' In 14 years, the same home costs you over 99.5% less in bitcoin and 2.5x more in dollars. It’s time to start saving in digital capital.'

On January 18:

➡️In precisely 50 days, Bitcoin's circulating supply will hit 20m. At that point, only 1m Bitcoin will remain to be mined. Forever.

On January 19:

➡️Bitcoin falls nearly -$4,000 as $500 million worth of levered longs are liquidated in 60 minutes.

🎁If you have made it this far, I would like to give you a little gift:

What Bitcoin Did: The Fed Pivot, Bitcoin vs Gold & The Return Of QE | Lawrence Lepard Lawrence Lepard (nprofile…h4hk) dannyknowles (nprofile…7u6y)

Lawrence Lepard is an investment manager and author of The Big Print. In this episode, he explains why the Federal Reserve has already pivoted back to money printing and why Inflation is now structurally embedded in the system. They discuss the growing inevitability of yield curve control, what gold and silver are signaling ,and why Bitcoin is the most asymmetric response to policy failure and monetary decay.

Click here: https://youtu.be/gVnEWAR-06s

Credit: I have used multiple sources!

My savings account:Bitcoin
The tool I recommend for setting up a Bitcoin savings plan: **PocketBitcoin **, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. (from now on, full KYC, so be aware)

> Use the code SE3997

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
Do you think this post is helpful to you?
If so, please share it and support my work with a zap.
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⭐ Many thanks⭐
Felipe - Bitcoin Friday!
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The Latest Bitcoin & Macro news: Weekly Recap 12.01.2026 If ...

2026-02-03T22:15:57+01:00

The Latest Bitcoin & Macro news: Weekly Recap 12.01.2026

If you would rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) Click here:

https://yakihonne.com/article/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqy2hwumn8ghj7un9d3shjtnyv9kh2uewd9hj7qq4fdzxz3nvtfq4q664f49xcmnsgdc8s4mhdgruepyd

Do you think this post is helpful? If so, please share it with your friends, family co-workers, and support my work with a zap.

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Felipe - Bitcoin Friday!

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

Nostr event nevent1qqsywssf9kzff2y4tm2lpzudt3qtqdvw0wqydz3gp8a4p0w2q5n20zqzyq78msk9slhvupg0h3jcpxckp8geyplcyhwhva2tnyz7nj5q2ep2s3uqxgl

2026-02-03T22:15:13+01:00

Disclaimer: I am still a bit behind on the news each week, but I still want to share these insights with you.

In this post, I will share the recap for 05.01 - 12.01; the next post will be the latest recap for 12.01 - 19.01.

On Nostr, I will exclusively share the most significant Bitcoin news. (this note)

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Yakihonne. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

The Latest Bitcoin & Macro news: Weekly Recap 12.01.2026

🧠Quote(s) of the week:

'If all humans vanished tomorrow, gravity still pulls, water still flow… But money? Gone. No minds left to agree on value—no gold standard. No Bitcoin. No barter. Money isn't a natural law. It's a social illusion we invented.' Jeff Swanson

🧡Bitcoin news🧡

Photos hosted by Azzamo ( https://azzamo.net/)

➡️Strategy has acquired 1,287 BTC to increase its BTC Reserve to ₿673,783 and has increased its USD Reserve by $62 million to $2.25 billion. - Saylor
Another 1287 wholecoiners eliminated.

On the 6th of January:

➡️'If Bitcoin is worthless, then send me one. A classic challenge to those who don't understand Bitcoin. But it goes deeper.
Bitcoin is the first money in 5,000 years that exists purely as knowledge.
Nothing else comes close.
Money isn't a rock you can hold. It never was.
Money is a social construct. A shared hallucination we agree on.
But Bitcoin is the first form of money in history to exist entirely as cryptographic knowledge.
You don't store Bitcoin.
You know it. Ownership isn't physical custody.
It's the possession of a private key.
I can write 12 words on paper, bury it in the desert, destroy every device, disappear for a decade, and Bitcoin will still be mine.
Not because it's stored somewhere.
Not because a server tracks it.
Not because a bank vouches for me.
Because I know the key, that's the entire model.
No counterparty. No permission. No trust. The network doesn't hold my coins. Miners don't custody them. Nodes don't approve ownership. Math alone verifies control.
To spend, I broadcast a signed transaction.
To hold, I depend on no one.
Gold is bearer money.
You can bury it, and it's yours.
But it has limits:
• Hard to move
• Hard to divide
• Hard to verify Bitcoin keeps gold's bearer nature and adds superpowers: • Instant global transfer
• Perfect divisibility
• Cryptographic authenticity
Gold is an analog bearer money. Bitcoin is digital bearer money. Fiat is the opposite.

You can't truly possess dollars without banks, central banks, and payment rails. Even cash is a liability dependent on policy and trust. Fiat is a claim. Bitcoin is proof. Bitcoin isn't a database entry assigned to you.
It's a scarce cryptographic artifact secured by proof-of-work.
Back to the challenge: If Bitcoin is worthless, send me one.
To do that, you must:
• Control a private key
• Sign a real transaction
• Broadcast it globally
• Have miners burn energy to confirm it

You can't fake this. You can't shortcut it. You must trade, sell, or work to earn Bitcoin. Stop thinking of Bitcoin as something you store.
Start thinking of it as knowledge you possess.
• A seed phrase is pure information
• That information grants control over scarce units
• No one can debase, freeze, or dilute it

This is why Bitcoin is sovereign money. Gold required physical custody. Fiat required institutional trust.
The real question isn't whether Bitcoin is real money. It's how long you'll keep holding inferior versions.' - Jeff Swanson

➡️NVIDIA CEO Jensen Huang says, "Bitcoin mining is taking excess energy and storing it into a new form. It's called currency. And you take that currency wherever you like. So you took energy from one place, and now you've transported it everywhere."

➡️Bitcoin Scarcity Ladder
• 0.01 BTC → Scarcity Awareness
• 0.05 BTC → Supply Alignment
• 0.1 BTC → Global Minority
• 0.21 BTC → Top 1% Holder Class
• 0.5 BTC → Capital Class
• 1 BTC → Structural Elite
• 3 BTC → Monetary Architect
• 10+ BTC → Supply Control

'This ladder isn't about status today, it's about fixed supply math meeting global adoption over time. It's not about price—each tier is a more profound shift in your relationship with the world's hardest money. You're not just saving; you're moving into a new class of capital.
With 21M BTC, lost coins, institutions, and nation-states accumulating, ownership naturally stratifies whether people like it or not. That's not fantasy, that's arithmetic.'

➡️Morgan Stanley has filed for a spot Bitcoin ETF. Demand for Bitcoin exposure is now so strong that Morgan Stanley is moving beyond distribution and looking to issue its own product, despite intense competition from BlackRock and Fidelity.

Bitcoin allocation recommendations:
Bank of America: 1-4%
Blackrock: 1-2%
Fidelity: 2-5%
Anons on X: It's just Tulip Mania

➡️This anonymous user has been mining bitcoin every day since November 2016, sending all rewards to a wallet that now holds 4,165 bitcoin worth $375,000,000 and NEVER selling a single one. The wallet has not been touched in over eight years.

➡️Bitcoin is at 4.7% world adoption, same as Internet Adoption in 1999. We are so early. - Documenting Saylor

➡️Bitcoin averages +100% in the year following a down year.
2025 was a down year. - Jesse Myers

➡️Bitcoin Archive: 'Buck launches Bitcoin-linked savings token
- Buck Labs launches BUCK, a yield-bearing "savings coin."
- BUCK targets 7% annual rewards, accruing minute-by-minute.
- Yield funded by income from Strategy's bitcoin-linked preferred stock (STRC).'

Great, it smells like a scam. Yield-bearing Bitcoin? Smart money finds a way. It is basically a shitcoin.

➡️Bitcoin ETFs bought $697 MILLION BTC yesterday. The most significant single-day inflow since early October. - Bitcoin Archive

➡️$40 billion worth of Bitcoin. That's how much the 21 largest holders accumulated in 2025. A rising tide lifts all boats. - River

➡️Jack Mallers: 'Venezuela isn't about oil. It's about critical minerals and territory where China, Iran, and Russia operate simultaneously. Another sign the post-1971 fiat system is dead. The world is moving back to real things with real constraints. We'll all need real money. Buy bitcoin.'

➡️In the near future, 1 Bitcoin will cost 1 decade worth of labor.
Right now, it's one year's worth of labor. A few years ago, it was the equivalent of one month's labor. Before that, a week worth of labor. Before that, a day worth of labor. Before that, an hour's worth of labor.
Get it? Time is money! Got Bitcoin?

On the 8th of January:

➡️Now that the price of Gold and Silver is rising, just a little reminder:
Jeff Swanson: 'People say, "Gold did not fail!" While technically true, you're missing Gold's weak point. You can't run a global monetary system on a metal you can't teleport, verify remotely, or store without institutional gatekeepers. So institutions became chokepoints. Chokepoints became corrupt. Corruption became policy. Bitcoin is what gold would've been if physics allowed self-custody at scale.'

➡️Ki Young Ju: 'Capital inflows into Bitcoin have dried up. Liquidity channels are more diverse now, so timing inflows is pointless. Institutions holding long-term killed the old whale-retail sell cycle. MSTR won't dump any significant chunk of their 673k BTC. Money just rotated to stocks and shiny rocks. I don't think we'll see a -50%+ crash from ATH like past bear markets. Just boring sideways for the next few months. Shorting here, hoping for a nuke? Good luck with that.'

➡️Bitcoin News: A Bitcoin whale closed all its long positions, unloading 3,846 BTC ($350.4M) and realizing over $3.5M in losses.

➡️Bitcoin Archive:
'Bitcoin miner/water heater featured on the CES 2026 show floor
- Built with ASIC Bitcoin miners mounted on a 50-gallon water heater.
- Same energy usage as a standard electric water heater while producing BTC
- Mining revenue could fully offset water-heating expenses.

➡️Jesse Myers: has topped in the last two cycles at the trendline from the prior cycle's early bull market. I don't know if it means anything, but I've always found it interesting. If this trend continues, it would mean: ~$300k in 2026
~$800k in 2030

➡️Bitcoin News: Congressman Byron Donalds discloses purchases of up to $100,000 in Bitcoin. The move stands out as his first reported Bitcoin buy and comes from a sitting member of the House Financial Services Subcommittee on Digital Assets. Donalds previously introduced a bill to protect President Donald Trump's executive order on Bitcoin. The bill would make the Strategic Bitcoin Reserve and the US Digital Asset Stockpile a permanent part of US policy so that no future President can reverse them.

➡️Sminston With: ISM PMI still 47.9 (below 50). Spring is still coiling. Are you prepared?

Plan C: 'A simple observation:
2013 Bitcoin Cycle Peak > 55
2017 Bitcoin Cycle Peak > 60
2021 Bitcoin Cycle Peak > 65
What we can conclude:
2026 or 2027 Bitcoin Cycle Peak > 70?
What we can be more confident in saying is:
2026 or 2027 Bitcoin Cycle Peak: 55–70 range.

➡️Bitwise says a 5% capital rotation from gold to Bitcoin could send BTC to $242,391.

➡️ Don't fight economic reality. There is no second best.

ON the 9th of January:

➡️Bitcoin News: Bitfinex whales are aggressively closing BTC longs, a signal that historically precedes massive volatility. Last time this "unwind" happened in early 2025, Bitcoin was stalling at $74k. Instead of a crash, the flush cleared leverage and ignited a 50% rally to $112k in just 43 days. With BTC currently consolidating near $91.5k, a similar fractal move targets $135k+. When Bitfinex whales "clear the books," they are essentially removing the target off the market's back. Large clusters of long positions act like magnets for price-hunting algorithms; once those are flushed, the path of least resistance almost always flips upward.

➡️Bitcoin Archive: BNY Mellon launches tokenized deposits, allowing users to transfer Bitcoin and crypto directly on-chain. Major banks are adopting Bitcoin in 2026.

➡️South Korea plans to list Bitcoin ETFs this year.

➡️Rep. John Snyder has filed HB 1039, the latest attempt to allocate up to 10% of Florida's state funds to Bitcoin, following two withdrawn bills from last year, HB 487 and SB 550. - Bitcoin News

➡️Bitcoin is up 459%, from $15,460 to $91,026, over the past three years.

➡️Bitcoin is cheap compared to gold. - Bitwise

➡️Over 56% of the Bitcoin network is now powered by sustainable energy. - Bitcoin News

➡️You could wait to buy Bitcoin until there is less than 1 million left to be mined. Or you could buy today. - river

➡️Pierre Rochard: "Bitcoin's low fees keep going lower, transactions have never been more affordable. The data is clear: Bitcoin is the most inclusive monetary system in the world."

➡️TFTC: French tax agent arrested for leaking crypto investors' personal data from tax databases to unknown clients, fueling armed home invasions amid the ongoing kidnapping wave. KYC mandates create target lists for criminals. Protect yourself.

On the 10th of January

➡️South Korea's Supreme Court has ruled that Bitcoin held in exchanges like Upbit and Bithumb can be seized under the Criminal Procedure Act. The decision, from a case involving 55.6 BTC confiscated from a money laundering suspect, confirmed that digital coins with independently controllable economic value qualify as property subject to seizure. - Bitcoin News

➡️Trending Bitcoin: Bitcoin's 2x/60x Rule: When #Bitcoin gets twice as old (2x), its price goes up 60×. Today, Bitcoin is 6,215 days old, or 17 years old. When it gets twice as old (12,430 days, 34 years), the price is projected to be $5,414,460.

It is an interesting take; this "2x/60x rule" is a rough extrapolation, not a guarantee. Market dynamics, adoption, and regulations could alter trajectories.

➡️HRF and the Finney Family award the 2016-2020 Finney Freedom Prize to Andreas Antonopoulos for educating millions about Bitcoin.

HRF and the Finney family have awarded the Finney Freedom Prize (2016–2020 era) to Andreas Antonopoulos for educating millions about Bitcoin and advancing its role in strengthening human rights. Antonopoulos was selected from a shortlist that included Saifedean Ammous, Matt Corallo, Adam Gibson, and Luke Dashjr.

➡️Iran’s internet blackout has disrupted local Bitcoin mining, delaying payouts and straining operations amid a record-low rial. Satellite and mesh networks offer limited workarounds, but online confirmation is still required.

On the 11th of January:

➡️Hal Finney: 'Running Bitcoin' - 11.01.2009 on Twitter/X
The first Bitcoin post on this app was made 17 years ago today by Hal Finney, a software engineer, futurist, father, husband, cypherpunk, and one of the few people who believed Bitcoin could fix the world when it had no price or value.

On the 12th of January:

➡️Senator Cynthia Lummis introduces a bill to protect blockchain developers from money transmitter requirements.

'People think I'm obsessed with bitcoin. I'm actually obsessed with not being quietly robbed for the rest of my life.' - Kit

➡️Tuur Demeester: Bitcoin performance vs change in global M2. While gold & silver have been absorbing demand for inflation hedges, accelerated money printing remains a significant tailwind for bitcoin. -DigitalAssets
From the report: "Historically, bitcoin bull markets have aligned with periods of increased global liquidity. As a new monetary easing cycle has begun globally and with the Fed’s QT program ending, we will likely see this growth rate continue to the upside throughout 2026, a positive catalyst for bitcoin’s price."

Source:
https://fidelitydigitalassets.com/sites/g/files/djuvja3256/files/acquiadam/FDA_2026_LookAheadReport_V3.pdf

➡️AI abundance is about to clash with perfect scarcity. - Joe Burnett

➡️BTQ Technologies launches Bitcoin Quantum, a permissionless Bitcoin fork testnet, which allows users to stress-test quantum-resistant transactions.

> 'People think I’m obsessed withBbitcoin. I’m actually obsessed with not being quietly robbed for the rest of my life.' - Kit
> Spot on!

🎁If you have made it this far, I would like to give you a little gift:

What Bitcoin Did: Michael Saylor | The Bitcoin Treasury Debate Gets Heated

Michael Saylor joins the show for a conversation on Bitcoin, power, and the treasury company playbook. They recap 2025 and look forward to 2026 with Michael arguing that Bitcoin’s real progress shows up in institutions, credit markets, accounting rules, and bank adoption, not short-term price action. They then get into a confrontational debate on Bitcoin treasury companies, mNAV, and corporate adoption. Michael rejects the criticism outright, arguing that attacking companies buying Bitcoin misses the bigger picture and misunderstands optionality, operating leverage, and risk. They explore his vision of Bitcoin evolving from digital capital into digital credit, why credit rather than price drives power, and why focus and endurance matter more than narratives.

Click here: https://youtu.be/J85O-ckNxCw
Credit: I have used multiple sources!

My savings account:Bitcoin
The tool I recommend for setting up a Bitcoin savings plan: **PocketBitcoin **, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. (from now on, full KYC, so be aware)

> Use the code SE3997

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
Do you think this post is helpful to you?
If so, please share it and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐ Many thanks⭐
Felipe - Bitcoin Friday!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

The Latest Bitcoin & Macro news: Weekly Recap 05.01.2026 If ...

2026-01-16T21:06:08+01:00

The Latest Bitcoin & Macro news: Weekly Recap 05.01.2026

If you would rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) Click here:

https://www.yakihonne.com/article/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqy88wumn8ghj7mn0wvhxcmmv9uq3jamnwvaz7tmjv4kxz7fwwdhx7un59eek7cmfv9kz7qq4fukn2d692askcsnywdckxsj82arx23f5fspz78pn

Do you think this post is helpful? If so, please share it with your friends, family co-workers, and support my work with a zap.

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

⭐️ Many thanks⭐️

Felipe - Bitcoin Friday!

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

Nostr event nevent1qqsvp5nyjpezt9q0z94zggqtye35sul6n275tgmhu6ecyy2sn63lhtgzyq78msk9slhvupg0h3jcpxckp8geyplcyhwhva2tnyz7nj5q2ep2sgfu5wa

2026-01-16T21:04:53+01:00

The Latest Bitcoin & Macro news: Weekly Recap 29.12.2025 If ...

2026-01-08T21:26:09+01:00

The Latest Bitcoin & Macro news: Weekly Recap 29.12.2025

If you would rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) Click here:

https://www.yakihonne.com/article/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqy88wumn8ghj7mn0wvhxcmmv9uq3jamnwvaz7tmjv4kxz7fwwdhx7un59eek7cmfv9kz7qq4xarkcvzjx3v4qencxp3ysvpdfdcry4fegvlcp2ku

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Felipe - Bitcoin Friday!

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On Nostr, I will exclusively share the most significant Bitcoin ...

2026-01-08T21:23:56+01:00

The Latest Bitcoin & Macro news: Weekly Recap 01.12.2025 If ...

2025-12-12T21:19:08+01:00

The Latest Bitcoin & Macro news: Weekly Recap 01.12.2025

If you would rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) Click here:

https://www.yakihonne.com/article/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqq25ym2g0f5kcvttfeh8q3m8dez8jvj2f45n2dfvtdm

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⭐️ Many thanks⭐️

Felipe - Bitcoin Friday!

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On Nostr, I will exclusively share the most significant Bitcoin ...

2025-12-12T21:13:33+01:00

On Nostr, I will exclusively share the most significant Bitcoin news. (this note)

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Yakihonne. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

The Latest Bitcoin & Macro news: Weekly Recap 01.12.2025

## 🧠Quote(s) of the week:

'I didn't choose the dollar.
I didn't choose the euro.
I didn't choose the pound.
I didn't choose the yen.
I didn't choose the ruble.
I didn't choose fractional reserve banking.
I didn't choose central banks.
I didn't choose quantitative easing.
I choose Bitcoin.' - Bitcoin Teddy

## 🧡Bitcoin news🧡

People want desperately to see Bitcoin fail because watching it succeed would mean admitting their entire worldview was wrong. It’s the same psychology that resisted the shift from geocentric to heliocentric. From “the state defines value” to “reality defines value”. - Bitmund Freud

Photos hosted by Azzamo (https://azzamo.net/)

On the 21st of November:
➡️"Tokenization is a megatrend." - Robin Vince, Bank of New York Mellon CEO

- the oldest bank in America
- the largest custody bank in the world ($53T)
- one of the most widely used service providers in tradfi

Now you think this is positive. Right!? Nope!
Tokenization is just a more complicated form of ownership.
Remember, Bitcoin, not Crypto.

➡️Joe Consorti: 'Bitcoin is increasingly beholden to the macro backdrop with each passing cycle.
Looking at the NFCI financial conditions index, BTC surges as financial conditions loosen and drops as financial conditions tighten/stagnate → this has happened reliably with a 4-6 week lead/lag. The Fed ends QT in early December. A resumption of asset purchases is likely soon after.
With financial conditions set to ease further, we will probably fully set the local bottom and begin making higher highs mid-late December.
Not to mention how oversold BTC is across all timeframes.'

On the 22nd of November:
➡️Bitcoin fell below the average Bitcoin ETFs purchase price.-Quinten

➡️Sales of Strategy’s Bitcoin-backed credit products jumped 50 percent week over week. Despite the unprecedented FUD aimed at the company this week, the numbers tell a very different story. - Bitcoin News

➡️'Bitcoin: It's not complicated. **Not Financial Advice**
My odds of knowing where the bottom is.
85% = $70,000 to $80,000
10% = $60,000 to $70,000
4.9% = $50,000 to $60,000
0.1% = $50,000 or less.' - Plan C

Luke Broyles put it out perfectly:
'Anyway, Bitcoin going to $150,000 after buying Bitcoin at $126,000 is a 19% gain. Bitcoin going to $150,000 after buying Bitcoin at $85,000 is a 76% gain.
Your % return is now 4x better.
This is a bummer, but only for the over-leveraged.'
Honey Badger DGAF!

➡️Bitcoin flashed the most oversold signal since $25,000.

➡️'Only the 6th time in Bitcoin history that it has been this oversold. Historic major bounces have occurred between 25 and 35—we are currently at 35.' -PlanC
Could this be the end of the bear market?

➡️Fed Chair Jerome Powell claims that Bitcoin is “just like digital gold”.
Bitcoin is not a competitor with the dollar but is a competitor with gold misses the overarching point that both gold and Bitcoin are serious competitors with the dollar. The dollar and all fiat currencies are doomed.

➡️Bitcoin News: A Bitcoin whale who had held since 2011 just cashed out their entire position, walking away with $1.3 billion in profits and zero BTC.

On the 23rd of November:
➡️Forum user asks Satoshi Nakamoto on November 22nd, 2009, “Are there any plans to make this service anonymous?” Satoshi responds, “There will be proxy settings in version 0.2 so you can connect through TOR.”

➡️Bitcoin News: JP Morgan dumped 25% of their MSTR position right before MSCI announced Bitcoin companies can’t enter major indexes. Totally normal timing, right?

Just a giant bank with perfect timing, selling right before a decision they definitely didn’t know about in advance. Pure coincidence. Nothing to see here.

➡️A major academic study on Bitcoin bans finds that Bitcoin bans can't stop BTC. Researchers analyzed 19 countries from 2013 to 2024 and discovered that Bitcoin’s decentralized network keeps markets integrated even under strict bans. China and Russia showed only partial segmentation, while smaller markets saw counterintuitive increases in integration after bans. The study concludes that unilateral restrictions are largely ineffective.

➡️Bitcoin Archive: SAYLOR ON POTENTIAL LIQUIDATION:
"As long as Bitcoin goes up 1.25% a year, we can pay the dividend forever." "If Bitcoin stops going up, we've got 80 years to figure out what we're going to do about that." I think they'll be alright.

➡️Overnight, 630,000 Bitcoin were removed from exchanges.

➡️'Rising difficulty. Shrinking target. Same result: tick tock, next block.
Assuming a network efficiency of 12–18 J/TH and a hashrate of 1.09 ZH/s, Bitcoin is consuming roughly 13–20 GW of power right now.

I don't think people understand just how ridiculously large a zettahash is...1,000,000,000,000,000,000,000, and that's per second! Bitcoin's proof of work is uncontested.' - Wicked

People who have no idea what this is, or what it means, will tell you Bitcoin doesn’t work. This is the largest distributed computer in existence. Gets bigger every day. Gets more efficient every day. The network is alive and thriving.

Oliver L. Velez: The three tools that have historically kept the masses blind, poor, and away from winning:
1) Fear campaigns of a pending threat. "Stay away!" (quantum);
2) Distraction with temporarily shinier-seeming alternatives to the clear winner (Zcash); If these aren't working so well...
3) Divide and conquer from within (Core Knots).

Bitcoin won't succumb to these age-old tactics, though. Its anti-fragility will only lead to these things making it stronger. BTC solved the Byzantine Generals' Dilemma. Look it up. The future is very bright, and we're stronger and stronger than ever.

➡️A SOLO MINER JUST HIT THE JACKPOT! A miner with a tiny setup running only 6 terahashes per second, so small it barely even registers on the Bitcoin network, managed to mine a full block and earn 3.146 BTC plus fees worth about $265,000.

➡️Bitcoin is Simple:
'1) DCA. 1A) Lump-Sum once Fear and Greed hit “Extreme Fear”. 2) Move Coins to Cold Storage. 3) Never sell. Rinse and Repeat. Your entire bloodline will be forever grateful.' - CarlBMenger

➡️Not really Bitcoin related, but in the end, yeah, Bitcoin related:
JPMorgan Chase, Citibank, and Morgan Stanley are among those that have been notified by Situsamc that their client data may have been taken- The New York Times
KYC = kill your customer

➡️Bitcoin News: Anchorage Digital has added support for Mezo, an EVM-compatible Bitcoin DeFi chain, giving institutions new ways to earn rewards and access liquidity without selling BTC. Clients can now use Anchorage’s self-custody wallet, Porto, to borrow against their BTC at fixed rates starting at 1%.

➡️The number of Bitcoin addresses holding at least 10K BTC hits a 5-month high of 90.

➡️Percentage Decline From Record High:
1. Oracle: -44%
2. Palantir: -30%
3. Meta: -27%
4. AMD: -27%
5. Tesla: -22%
And you think Bitcoin is dead because it's down 30% from its all-time high? - Bitcoin News

On the 24th of November:
➡️165,000 Bitcoin taken off Coinbase over the weekend! Cause TBD. But the last comparable plunge was just after FTX collapsed. Bitcoin was $16K' - Charles Edwards

➡️'China Discovers One of the Largest Gold Deposits in History, about 1,444 Tonnes of pure Gold. You can find more Gold, but you can’t mine more Bitcoin 21 million forever.' - CarlBMenger

➡️Sminston With:
I talk about Bitcoin's power law support line a lot, so... - - -
I finally ran a test everyone (probably) wonders about: How much does “buying the power law support” actually beat random timing in Bitcoin? It’s not even close. Comparing the two strategies from Jan 2015 → Nov 2025 (current ~$87k BTC.

Support strategy: (Buy $100 every single time BTC dips below the long-term power law floor):
→ 236 buys
→ Total cash invested: $23,600
→ BTC accumulated: 34.56 BTC
→ Final portfolio value today: $3,001,941. Yes, 3 mill from 23 G's.

Random timing strategy (1,000 simulations):
→ 236 buys (same as other strategy)
→ Total cash invested ($23,600) (also the same)
→ Average outcome: $1.26M → 3 std deviations (top ~0.15%): $1.71M
Even the luckiest bastard in this pile is not even half as well off as the support strategist.

The support buyer crushed every single random-timing simulation. Not 90%. Not 99%. 100% of the 1,000 random paths lost to buying the power law support. NOW CONSIDER: I believe understanding where the support line is is WAY easier than trying to understand where the tops are.

The peaks/bubbles are noise. Find the orange line. Mind the orange line.'

➡️Another Smintson With banger:
Bitcoin has a way of getting away from you. Lines represent how long it takes to stack 1 Bitcoin if you start that year.
If you start now, stacking $500/week can get you to 1 Bitcoin in 5 years.
If you wait 4 more years to begin, it will take you 22 years. Stack. Early. Stack. Hard.

➡️'More than 8% of all Bitcoin moved in the last 7 days. The last two times this happened?
1. March 2020 - $5,000 BTC
2. December 2018 - $3,500 BTC
This makes the latest drawdown one of the most significant on-chain events in Bitcoin’s history.' - Joe Burnett

On the 26th of November:
➡️'Have fun with all your Bitcoin Thanksgiving conversations.... Every year (except 24'), Bitcoins have been way off the annual high, and 2025 is no exception. Average drawdown: 37.16% from the year high. Median drawdown: 32.92% from the year high. Fun Fact: Bitcoin's epic bull run in 2017 still saw BTC price down -58.96% ($8,118) on Thanksgiving, and was only just weeks away from its December peak of $19,783. - Mark Moss

➡️'HOW JPMORGAN’S NEW BITCOIN PRODUCT WORKS.
The product is linked to BlackRock’s Bitcoin ETF (IBIT). If IBIT is at or above a target price in one year, investors automatically get a guaranteed 16 percent gain.
If IBIT is below that target, the investment continues until 2028. If IBIT rises by then, investors can make up to 1.5 times their money with no cap. If IBIT is down in 2028 but not more than 30 percent, investors get all their money back.
If it’s down more than 30 percent, investors take the loss past that point.' -Bitcoin News

On the 27th of November:
➡️Bitcoin extends gains and rises above $91,500, now up +14% since the November 21st low.

➡️'Compounding inflation is a global crisis:
Since January 2021, the UK gas experienced the largest surge in prices among major economies, at +28.2%.
The US saw cumulative inflation of +23.8%, followed by the Euro Area at +23.1% and Germany at +21.2%. France’s cumulative inflation reached +15.1%, while Japan recorded +12.4% over the same period.
On the other hand, China saw only a +2.8% cumulative CPI increase, as the country has been struggling with weak domestic demand and a real estate downturn.
Put simply, consumers in major economies have lost 21% to 28% of their purchasing power since January 2021. Own assets or be left behind.'- TKL

Anyway, people, study Bitcoin.

➡️Highest amount of unrealized Bitcoin losses since the 2022 bear market.

➡️TFTC: The number of wallets holding 0.1 BTC went DOWN during the dip. Wallets with 1000+ BTC? Up. Newcomers are selling into weakness. Veterans accumulating. This is why most people don't make it. You know the game, freaks. Stay humble, stack sats.

On the 28th of November:
➡️Bitcoin extends gains and rises above $92.500, now up +15% since the November 21st low.

➡️VANECK: “By 2050, Bitcoin becomes a reserve asset that's used in global trade and held by global central banks at a 2% weight. In that model, we arrive at a $3,000,000 price target for Bitcoin.” "Into the MILLIONS over the medium term is a HIGH conviction call."
I always think it is funny to hear those kinds of predictions. I have always learned that you can only predict one thing, either price or time, not both.
And VanEck is into CrYpTo, and it's a speculative model—actual outcomes depend on adoption and global factors.

Meanwhile, BlackRock CEO Larry Fink says he changed his mind on Bitcoin. After years of calling it “the domain of money launderers and thieves,” he tells 60 Minutes, “there is a role for crypto in the same way there is a role for gold,” and says markets made him “relook at assumptions”.

Anyway:

➡️“70% of Bitcoin’s wealth sits ABOVE $85K.” – Checkmate
The ancient-history charts—$30K, $10K, $5K—don’t reflect today’s reality. This is now a game of sovereigns, banks, and price-insensitive allocators.

➡️IBIT shenanigans. 'At last, IBIT options are finally getting the treatment they deserve— Nasdaq just filed to increase options limit to 1 MILLION (from 25k a year ago). Institutional vol is finally here.
The rule filing literally says they’re doing this because IBIT has reached the same level of market cap, liquidity, and trading frequency as the biggest stocks. This is the category reserved for: AAPL, NVDA, MSFT, SPY, QQQ. That’s the club Bitcoin is now in.

It’s a simple story: Bigger limits → institutional size selling options(short vol. for structured product) → more market makers → easy to buy options → more retail.'
But remember >>>

➡️Quinten:
> 'Bitcoin dips -30%
> People’s reaction: extreme fear
> Black Friday -30% sale on junk
> People’s reaction: take my money
> This is why most people stay poor.
> They buy liabilities on sale and sell assets on fear, the exact opposite of how wealth is built.'

➡️Bitcoin falls below STH cost basis. Another buy-the-dip indicator flashes on Black Friday.

➡️Daniel Batten: All 12 Sustainability Media Outlets that cover Bitcoin Mining are now covering its environmental benefits!
1. Renewables Now: Bitcoin helps green energy adoption and grid stabilization. https://renewablesnow.com/news/bitcoin-miner-mara-buying-114-mw-wind-farm-in-texas-1267551/
2. Renewable Energy Magazine: Bitcoin Mining is enabling Landfill Gas methane mitigation. https://renewableenergymagazine.com/biogas/companies-launch-pilot-using-landfill-methane-emissions-20230502
3. Anthropocene Magazine: Bitcoin mining could help wind and solar development. https://anthropocenemagazine.org/2023/12/wind-and-solar-projects-struggle-financially-in-their-early-phases-could-bitcoin-mining-change-that/
4. One Green Planet: Bitcoin mining is more sustainable than previously thought. https://onegreenplanet.org/environment/shining-light-on-the-sustainable-side-of-bitcoin-mining/
5. Microgrid Media: Bitcoin mining increases grid stability and helps make the grid "more efficient and less wasteful." https://microgridmedia.com/green-energys-impact-on-bitcoin-mining/ 6. The Africa Report: Bitcoin mining in Ethiopia has helped grow green energy and expand Ethiopia's grid. https://theafricareport.com/366515/ethiopia-turns-to-bitcoin-miners-to-power-growth-and-renewable-energy/
7. Recharge Magazine: Bitcoin is aiding the renewable transition. https://rechargenews.com/energy-transition/why-crypto-could-be-green-powers-unlikely-new-best-friend/2-1-1613383
8. The Cooldown: Bitcoin mining is helping to ease geopolitical tensions, stabilize grids, reduce electricity prices, and monetize wasted renewable energy. https://thecooldown.com/green-business/bitcoin-mining-european-energy-grid-stability/
9. http://Carboncredits.com: Bitcoin mining has emerged as a promising solution for enabling the EU to meet its green energy transition and energy security goals. https://carboncredits.com/is-bitcoin-mining-the-unexpected-solution-to-europes-energy-challenges/%e2%80%a6/
10. Northern Forum: Bitcoin mining is "transforming the energy production game" by absorbing excess renewables. https://northernforum.net/how-bitcoin-mining-is-transforming-the-energy-production-game/
11. EnergyTech: 2 Bitcoin mining companies expanding the network's renewable footprint, using wind-based power in Texas. https://energytech.com/data-center-power/news/55320690/canaan-and-soluna-partner-to-power-bitcoin-mining-with-renewable-wind-energy-in-texas
12. Sustainability Magazine: How Bitcoin mining can utilize "what might otherwise be wasted renewable energy" https://sustainabilitymag.com/news/soluna-and-canaan-partner-on-20mw-wind-powered-texas-project

➡️Turkmenistan President signs bill to legalize Bitcoin and crypto starting in 2026

➡️Julius: Bitcoin’s valuation is at its lowest level against gold since 2013. This is the longest consolidation in its history. Currently, it is even back down at bear-market levels.

➡️You mathematically can't compound your way to wealth anymore... 20 years, 7% returns, 3% inflation, 40% taxes -- best case you 1.5x your investment. That is why the kids YOLO it... plain and simple.' -Sam Lessin.
Now the post is a bit of clickbait, and it is applicable to the U.S.; the moral of the story is the same, though.

And oh yeah, if only inflation were just 3%...anyway:
This is the hard truth people do not want to say out loud: You cannot compound when the system is subtracting faster than you can add. When inflation eats the base, taxes skim the flow, and real yields stay negative, the old compounding model becomes a museum artifact. That is why the young do not invest in “prudence.” They invest in convexity. When linear paths die, people reach for asymmetric ones. It is not irrational. It is adaptive. The math changed. The behavior followed.
Study Bitcoin!

➡️'Thirteen years ago today, Bitcoin’s first ‘halving’ program reduced the new mining block reward in half from 50 coins to 25 coins. This event marked the first time in history a decentralized monetary system automatically maintained new issuance on an open-source schedule of code.' - Documenting Bitcoin

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## 🎁If you have made it this far, I would like to give you a little gift:

Lyn Alden: The So-Called “Debasement Trade”
My December macro newsletter is now available.

It discusses the debasement trade, changing macro conditions, and the large dislocation between the economy and markets.

https://www.lynalden.com/december-2025-newsletter/

Credit: I have used multiple sources!

My savings account:Bitcoin
The tool I recommend for setting up a Bitcoin savings plan: **PocketBitcoin **, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. (from now on, full KYC, so be aware)

> Use the code SE3997

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
Do you think this post is helpful to you?
If so, please share it and support my work with a zap.
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⭐ Many thanks⭐
Felipe - Bitcoin Friday!
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2025-12-05T21:09:10+01:00

The Latest Bitcoin & Macro news: Weekly Recap 22.11.2025

If you would rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) Click here:

https://www.yakihonne.com/article/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqyvhwumn8ghj7un9d3shjtnndehhyapwwdhkx6tpdshszymhwden5te0danxvcmgv95kutnsw43z7qq42dy8jktdwar85utc29yyxkfs0gmxvjm6tytdhjhd

Do you think this post is helpful? If so, please share it with your friends, family co-workers, and support my work with a zap.

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⭐️ Many thanks⭐️

Felipe - Bitcoin Friday!

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

On Nostr, I will exclusively share the most significant Bitcoin ...

2025-12-05T21:07:46+01:00

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2025-11-17T22:27:43+01:00

On Nostr, I will exclusively share the most significant Bitcoin news. (this note)

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

The Latest Bitcoin & Macro news: Weekly Recap 10.11.2025

## 🧠Quote(s) of the week:

> If we don't diagnose and treat the core of the problem, people are only going to continue moving closer to the polar ends of the political spectrum. Broken money is at the core of today's issues. Until that is widely acknowledged, nothing will get fixed. - Marty Bend

## 🧡Bitcoin news🧡

Before we start. Over the past few weeks, I stepped away for a moment — no weekly recaps, no updates. Life had its way of asking me to slow down, reset, and catch my breath. It was necessary, and honestly, it felt good to disconnect for a bit.

But I’m back now, fully recharged and ready to dive in again. Thanks for sticking around — let’s pick up where we left off.

Photos hosted by Azzamo (https://azzamo.net/)

**On the 3rd of November:**
➡️'Bitcoin has averaged over 40% gains in November since 2013.

![image]( )

➡️Norway reports a 30% rise in taxpayers declaring digital assets in 2024, with holdings exceeding US$4B.

**On the 4th of November:**
➡️Wicked: 'Everyone who first started daily DCA'ing bitcoin anytime over the past year is now at a loss on their investment, price lower than cost basis. If bitcoin were to drop down to $83k, then everyone who started as early as the last halving, on April 20, 2024, would also be at a loss.'

➡️'Bitcoin officially enters bear market territory, now down -20% since its record high seen on October 6th. We are living in the most exciting market in history.' -TKL

➡️Joe Consorti: 'Bitcoin is now down 20% from its all-time high—in equity terms, this would be considered the start of a bear market. We've already seen two 30%+ drawdowns this cycle. Nothing new under the sun. This is just capitulation from spot Bitcoin holders.' -Joe Consorti

➡️Largest re-accumulation event in the history of the asset class 300-500k.

➡️Pierre Rochard: We need more Bitcoin education. The mispricing is a result of growing information asymmetry. Check out and share:
https://nakamotoinstitute.org/

➡️This is bitcoin's 2nd-worst day of the year, down over 6%, now officially a bigger drawdown than last month's liquidation event.

➡️'Sequans becomes the first Bitcoin Treasury Company to officially sell part of its Bitcoin holdings. The firm announced it had sold 970 BTC to redeem 50% of its convertible debt from its July 7, 2025, offering. This move reduces Sequans’ total outstanding debt from $189M to $94.5M. Its Bitcoin holdings now stand at 2,264 BTC, down from 3,234 BTC. CEO Georges Karam called the sale a “tactical decision aimed at unlocking shareholder value” amid current market conditions.' -Bitcoin News

**On the 5th of November:**
➡️DenverBitcoin: "78% of all US Dollars in existence were created after 2019.

![image]( )

When people say “Capitalism doesn’t work.”
What they really mean is, “The limitless + costless creation of money doesn’t work.”
Your money is broke. Opt out."
Study Bitcoin

➡️Pullbacks in Bitcoin price are a feature of bull runs, not a bug. The recent drawdown of -21% from the all-time high doesn’t even make this list.

![image]( )

**On the 6th of November:**
➡️BITCOIN MIMICS APRIL CRASH
Bitcoin Archive:
In April, Bitcoin fell 30% to $74K before rallying 70% to $126K Several indicators marked the low in hindsight, including MVRV, Supply in Loss %, 365DMA, and RSI. Today, those same indicators are signaling a potential reversal.
Structurally, it all looks the same. My theory is that people are just down and tired of being chopped up throughout the year.

➡️Wicked: "In dollars, prices of houses have more than doubled. In Bitcoin, they continue to collapse, trending toward zero. Wake me up when the average new house costs less than 1 BTC."

![image]( )

➡️Institute of Technology and Renewable Energies to sell 97 Bitcoin ($10M), originally bought for $10,000 in 2012 during a blockchain research project.

➡️Normally, the following I would place the following in the segment Macro/geopolitics.
Mark Mitchell: 'This chart is damning. The death of true capitalism.'

![image]( )

The chart is real. The conclusion is not.

Great response by Rock Chartrand: 'What you’re calling “the death of true capitalism” is actually the triumph of government-managed markets. When the state rigs the rules, prices signal politics instead of value. Capitalism didn’t fail. It was replaced. If productivity rises but your paycheck doesn’t, the first question is: Who inserted themselves between you and the value you produce? The answer is never “capitalism.” It’s always “the people who claim to be protecting you.”
Opt out, study Bitcoin.
https://wtfhappenedin1971.com/

➡️JPMorgan analysts see Bitcoin reaching about $170,000 within the next 6 to 12 months. They cite leverage resets, improving volatility relative to gold, and a market correction of nearly 20 percent from recent highs. Analysts also noted record futures liquidations on Oct. 10 and renewed security concerns after the $120 million Balancer exploit as reasons for recent concern.

'OG bitcoin whales are dumping, and sentiment is horrible. Meanwhile, JPMorgan has a $170k price target, and 99.5% of funds in the spot bitcoin ETFs haven't sold in this 20% drawdown. A complete inversion of pre-2024 norms. This is a totally different market now.' - Joe Consorti

➡️Checkmate: '2025 has been the year when the most old coin $ value has come back to life.
$13.3B worth of coins aged 10yrs+ (with ~$9.5B from that one guy with 80k BTC).
$16.2B from 7 to 10-year coins
$22.7B From 5y to 7y (1-2 cycle holders)
Total 5y+ revived supply in 2025 is $52.2B

➡️With an average purchase price of $107,911, Metaplanet (#4 largest Bitcoin Treasury Company) is now down over $30 million on their Bitcoin holdings.

➡️BlackRock just sold $478 million worth of Bitcoin through Coinbase Prime.

➡️Ark Invest CEO Cathie Wood reduces her 2030 Bitcoin target from $1.5M to $1.2M.

➡️Bitcoin accumulator addresses doubled to 262,000 in just two months, 375,000 BTC added in 30 days.

**On the 7th of November:**
➡️Charles Edwards:
OG Bitcoin whales are dumping.

![image]( )

'This chart gives a good visual of how many super whales are cashing out of Bitcoin. All lines here are 7+ year on-chain spends from pre-2018 era OG Bitcoin Hodlers.
Orange = $100M OG dumps.
Red = $500M OG dumps.
The chart is VERY colorful in 2025. OGs are cashing out.'

➡️'Largest business cycle bull div yet. Reversal = Parabolic market' - TechDev

![image]( )

'The US Government seeks a maximum 5-year sentence for Samourai Wallet developers. In its sentencing memo, prosecutors barely mention the actual charge of operating an unlicensed money transmitter. Instead, they focus on dropped allegations of money laundering and sanctions evasion.' - Bitcoin News

➡️Blackrock bought 921 BTC today. Has sold 5,300 this week. Still holds 798,000 BTC.

➡️Japan's Financial Services Agency to support the country's three largest banks in developing a stablecoin. More liquidity for Bitcoin.

➡️Smart money isn’t selling 99.5% of spot bitcoin ETF investors held through the 20% drawdown.

➡️'What's different this time about Bitcoin Long-term holder (LTH) selling? Bitcoin Long-term holders selling is a normal occurrence in bull markets. LTH takes profits as prices reach new highs.
What's important to analyze each time is whether there's growing Bitcoin demand that can absorb the LTH selling at higher prices. For example, in Jan-March and Nov-Dec 2024, increasing LTH sales occurred as demand was growing (green areas), so the price reached new ATHs.
However, since October, LTH sales have increased (nothing new here), but demand is contracting (red areas), unable to absorb LTH supply at higher prices.' -Julio Moreno

➡️U.S. Bitcoin ETFs bought $240 MILLION BTC yesterday, ending six days of outflows.

➡️Joe Consorti: 'Bitcoin is now in "extreme fear" with its price now 20% off the all-time high and falling. The market has been more fearful twice this cycle:
1. After 8 months of consolidation in 2024,
2. This April, near the bottom of a 32% drawdown
If we're still in a bull, this means we're nearing the local bottom.
If we're moving into a bear (I don't think so), then look out down below.'

➡️'Since 1987, every major bottom in the University of Michigan Consumer Sentiment Index has aligned with a bottom in the Russell 2000. And over the past 15 years, every parabolic bitcoin bull market has coincided with a Russell 2000 breakout, which may be forming again now.'- Joe Burnett

![image]( )

➡️'They print the money, fund the crimes, and walk free, but the dev who built a privacy wallet gets 5 years.' - TFTC

➡️71% of traditional hedge funds plan to increase Bitcoin and crypto exposure over the next year - AIMA

➡️The Trump family’s American Bitcoin continues stacking, adding ~₿139 since the October 24, 2025 announcement. Total holdings now stand at ₿4,004, with Satoshis per Share (SPS) rising to 432.

![image]( )

**On the 8th of November:**
➡️Satoshi Nakamoto Explains ‘Difficulty Adjustment’ “As computers get faster and the total computing power applied to creating bitcoins increases, the difficulty increases proportionally to keep the total new production constant. Thus, it is known in advance how many new Bitcoins.”

![image]( )

➡️Wicked: The NASDAQ 100 just edged out Bitcoin, comparing their 4-year CAGR.

![image]( )

➡️A Ledger blog article explaining multi-sig is restricted to citizens in the UK “due to new rules.”

➡️Bitcoin News: 'On Friday, Nov. 7, with the price of Bitcoin hovering just above $100,000, a 2016-era whale moved 216.95 BTC worth $22.47 million after 9 years and 4 months of dormancy.'

➡️Bitcoin miners are under renewed pressure as the hash price, a key profitability metric measuring daily revenue per petahash per second, falls to around $42, nearing the $40 “survival” threshold that could push smaller operators offline.

**On the 9th of November:**
➡️The S&P 500 is up in nominal terms, flat in gold terms, and down in Bitcoin terms.

![image]( )

➡️Josh Mandell reports losing over $1.2 million on IBIT call options, which he bought after predicting Bitcoin would reach $444,000 by November 8.

➡️The Winklevoss twins send 250 BTC to Gemini hot wallets.

➡️Wicked: 'Block by block, sat by sat...save and HODL bitcoin for a better future.'

![image]( )

➡️$1,200 Covid stimulus check is now worth $21,270 if you bought bitcoin with it, 1,672% return.

**On the 10th of November:**

➡️Retail is selling Bitcoin while large investors are buying.

![image]( )

➡️"On October 15, as gold was hitting a blow-off top, people in Australia were lining up for hours to buy it. Today, after an 11% correction over the past couple of weeks, those lines have vanished, even though gold has already bounced 5% off the lows." -Bitcoin News
Fascinating how market psychology works; you can apply that to Bitcoin as well.

➡️APPLE CO-FOUNDER STEVE WOZNIAK: "Bitcoin is mathematical purity"

![image]( )

➡️4 million Square merchants can now accept Bitcoin with no fees starting today. Square just announced Bitcoin payments live via Lightning. Instant settlement. No banks. The rails of fiat are breaking. The rails of Bitcoin are being built. Their sellers can now receive Bitcoin to Bitcoin, Bitcoin to fiat, fiat to Bitcoin, or fiat to fiat.

Allen Farrington: But why would Square want merchants to accept bitcoin?

![image]( )

➡️Ethiopia's Bitcoin mining operation has made $82 MILLION in just 3 months.

➡️Strategy has acquired 487 BTC for ~$49.9 million at ~$102,557 per bitcoin and has achieved BTC Yield of 26.1% YTD 2025. As of 11/9/2025, they hodl 641,692 Bitcoin acquired for ~$47.54 billion at ~$74,079 per Bitcoin.

➡️'Bank of England proposes £20k cap on retail stablecoin holdings. They can only control you because you are using their money. Opt out, study Bitcoin. HODL it in self-custody. F*CK THEM!' - CarlBMenger

➡️'HIVE just reached 24 EH/s, up 147% YoY, and completed its 300 MW Paraguay site. Now it’s turning Bitcoin mining profits into AI data centers across Canada!' - Simply Bitcoin

➡️No, the EU will not require ID for every Bitcoin transaction.
But the AMLR is still a massive pile of trash.
Now let's break it down...

"Lots of fake news about the EU’s Anti-Money Laundering Package flooded the timeline last weekend, so here’s a quick breakdown of what these new regulations actually mean.

First, the EU *is not* requiring an ID for every bitcoin transaction, as widely misreported. The EU’s AMLR only applies to so-called CASPs, or Crypto Asset Service Providers, which are defined custodians under the Markets in Crypto Assets Regulation (MiCAR) and was adopted 1.5 years ago.
This is bad because it effectively requires most custodians to KYC their users, which is a major blow to small software firms trying to innovate.
Second, the AMLR requires CASPs to conduct due diligence on any funds that are sent to and from non-custodial wallets below 1000 EUR, and requires proof of proof-of-ownership of the non-custodial addresses when payments exceed 1000 EUR.

This also isn’t great because it effectively hinders the use of bitcoin as money, but it also isn’t KYC – due diligence is defined as a risk-based approach, which CASPs have some room to define, e.g., via the use of chain analysis firms. For transactions above 1000 EUR, most CASPs require something called the Satoshi Test, where you make a small transaction to the CASP to prove that the address belongs to you.
Again, this isn’t news and was implemented at the beginning of this year via the Travel Rule.

Third, the EU bans cash transactions over 10k EUR for business transactions, but this too is already in effect in most countries, which have bans on cash transactions as low as 1000 EUR, e.g., France or Spain. What *is* new is that the AMLR bans CASPs from offering privacy coins – but some exchanges, such as Kraken EU, have already delisted coins like Monero as the EU considers them to be risk-carrying assets.

I hope this helps clear up some of the misconceptions and reminds you to read primary news sources yourself instead of relying on AI-fueled news aggregators feeding a frenzy for monetized clicks.
The AMLR is an absolute disaster, and there’s no need to make it worse than it sounds, because things are already pretty bad in the EU for Bitcoin.' -Independent Journalist L0laL33tz

Here's what the new regulations mean. Full story:
https://www.therage.co/eu-bitcoin-kyc/

Now, why am I writing the recaps? The main reason to share information and knowledge. Bring more people into Bitcoin and teach them how to use freedom tech.
People should learn how to use Bitcoin, try many wallets, Lightning Network, and VPN's to evade censorship.
But let me make one thing very clear. You can clearly see the trend here. They are closing the gates to escape. They will soon start to confiscate or regulate YOU out of the equation.

🎁If you have made it this far, I would like to give you a little gift:
What Bitcoin Did - Bitcoin Power Law: The End of Exponential Growth | Matthew Mezinskis
Matthew Mezinskis is a macroeconomic researcher, host of Crypto Voices, and creator of Porkopolis Economics. In this episode, Matthew breaks down why Bitcoin doesn’t grow exponentially like traditional finance; it grows on a power curve. He explains why this difference matters for sustainability, how it challenges credit-based systems, and what it means for the long-term coexistence of Bitcoin and fiat money. They discuss how the power law reveals Bitcoin’s proportional and sustainable growth, why exponential systems like debt-driven markets inevitably face booms and busts, and how Bitcoin could eventually pull TradFi into a Bitcoin world rather than be absorbed by it. Matthew also explores Bitcoin’s growing dominance as base money, comparing its scale to global cash and reserves, and why its next major milestone is surpassing U.S. cash in circulation.
Click here: https://youtu.be/NaC3zGp6BSo

Credit: I have used multiple sources!

My savings account:
Bitcoin The tool I recommend for setting up a Bitcoin savings plan: **PocketBitcoin **, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly.

Use the code SE3997

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
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2025-09-16T21:33:11+02:00

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2025-09-16T21:29:37+02:00

The Latest Bitcoin & Macro news: Weekly Recap 08.09.2025

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2025-09-09T21:53:46+02:00

The Latest Bitcoin & Macro news: Weekly Recap 01.09.2025

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2025-09-09T21:52:34+02:00

The Latest Bitcoin & Macro news: Weekly Recap 25.08.2025 If ...

2025-09-02T20:39:12+02:00

The Latest Bitcoin & Macro news: Weekly Recap 25.08.2025

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2025-09-02T20:37:33+02:00

The Latest Bitcoin & Macro news: Weekly Recap 18.08.2025 If ...

2025-08-25T15:11:15+02:00

The Latest Bitcoin & Macro news: Weekly Recap 18.08.2025

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2025-08-25T15:10:12+02:00

The Latest Bitcoin & Macro news: Weekly Recap 11.08.2025 If ...

2025-08-18T19:48:17+02:00

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2025-08-18T19:47:10+02:00

My bad! 04.08.2025!

2025-08-10T20:14:13+02:00

In reply to nevent1q…m37t
_________________________

My bad! 04.08.2025!

The Latest Bitcoin & Macro news: Weekly Recap 28.07.2025 If ...

2025-08-10T20:13:50+02:00

The Latest Bitcoin & Macro news: Weekly Recap 28.07.2025

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2025-08-10T20:13:11+02:00

On Nostr, I will exclusively share the most significant Bitcoin news. (this note)

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

The Latest Bitcoin & Macro news: Weekly Recap 04.08.2025

🧠Quote(s) of the week:
Jeroen Blokland:

"Although I appreciate De Telegraaf’s headline, 'Dutch inflation continues to fall', I see inflation a little differently. Here are the facts: At 2.9%, inflation was still too high in July. In the last four years (48 months), Dutch inflation has been above 2% a total of 44 times (!). The average inflation rate over the past four years—brace yourself—was 5.2%. Every €100,000 in savings (we have a total of €600 billion in savings) has lost €18,000 in purchasing power since 2020 at a ‘normal’ interest rate. With that money, and the (low) interest you’ve received, you can now buy 18% fewer groceries and other goods. Current savings rates at the major banks range roughly from 1.0% to 1.5%. Every single day that prices rise faster than your interest rate, the purchasing power of your savings decreases. These are facts, hard numbers, reality. Of course, you can argue whether the reported inflation figures are accurate (chances are they’re not) or point out that you can get an extra percent of interest at underperforming Klarna (the chart shows you’d still lose 14% of your purchasing power), but I think this post speaks for itself. In a world full of debt, artificially low interest rates, high inflation, and infinite money creation, look for investments that do yield returns in today’s financial system. Have a great day!"

Got Bitcoin?

🧡Bitcoin news🧡
Study Bitcoin:

On the 28th of July:

➡️80,000 BTC is roughly the number of BTC dumped by the LFG during the $LUNA ponzi collapse in 2022 that sent us plunging into a bear market. Now it gets absorbed like (Snyder/Cavill) Superman taking a bullet. It should tell you where we are now vs where we were then.

➡️Grok 4 Heavy, the most advanced AI model in the world, predicts Bitcoin to hit $400,000 in 97 days.

➡️Vijah Boyapati: "We went from the entire state apparatus being adversarial to Bitcoin to the 6th largest Treasury company being owned by the President's family. Not priced in."

➡️Cathie Wood's Ark Invest predicts $1.5 million Bitcoin by 2030.

➡️Documenting Bitcoin: "Fifteen years ago today, the mysterious creator of Bitcoin, Satoshi Nakamoto, posted their most famous quote: ‘If you don't believe me or don't get it, I don't have time to try to convince you, sorry.’ At the time, you could buy a bitcoin for 6 cents."

On the 29th of July:

➡️Strategy has acquired 21,021 BTC for ~$2.46 billion at ~$117,256 per bitcoin and has achieved BTC Yield of 25.0% YTD 2025. As of 7/29/2025, we hold 628,791 Bitcoin acquired for ~$46.08 billion at ~$73,277 per Bitcoin.

On the 30th of July:

➡️America’s largest public bitcoin mining company, MARA, reports record-breaking quarter with revenue increasing 64% year-over-year to $238 million.

➡️In 2023, JPMorgan Chase CEO Jamie Dimon said he's "deeply opposed" to Bitcoin and it's for criminals. Today, JPMorgan partnered with Coinbase "to accelerate crypto adoption."

On the 31st of July:

➡️Trump’s Digital Asset Director says, "We understand the importance of this Strategic Bitcoin Reserve." "We do believe in accumulation."

➡️Here we go again, the IMF Bitcoin fud: Bitcoin consumes as much electricity as Argentina, but isn't counted in GDP because it doesn't create traditional goods or services. The updated System of National Accounts classifies crypto assets as national wealth for better economic measurement.  Source: https://t.co/aEn9t98Snu

Let's break that statement down, shall we?

'That's 0.07% of global energy use (comparable to many other random industries, and often using otherwise wasted/stranded energy). Its service is that it gives people an alternative for when the IMF comes and makes a deal with your country's government to devalue your currency.' - Lyn Alden

Great reply by Daniel Batten with sources + context:

"Misleading statistic because much of Bitcoin's energy usage is often from stranded, wasted sources that others cannot utilize. It has also been shown in 20 peer reviewed papers and 7 independent studies to stabilize and decarbonize grids, mitigate methane and lower electricity prices and is 52.4% sustainably powered (unlike the much lower sustainable power mix of the banking industry, and gold mining - which Bitcoin provides viable and technologically superior alternatives to) source: https://x.com/DSBatten/status/1923014527651615182

Contrary to the implications of this tweet, Bitcoin has 19 well documented usecases that create value to society.

Source: https://x.com/DSBatten/status/1833875802326175939 Important context: Bitcoin threatens the IMF with disintermediation in 5 ways, which I have categorized previously here --> https://x.com/DSBatten/status/1873558000230978046

and the IMF has a reputation for openly opposing Bitcoin, repeatedly citing "concerns" that have consistently failed to materialize. (source: https://bitcoinmagazine.com/featured/how-the-imf-prevents-global-bitcoin-adoption-and-why-they-do-it) Its perspective on Bitcoin is neither neutral nor objective."

Bitcoin is a highly circular economy asset since it can be used over and over again indefinitely, with very low friction of order 1% in transaction fees. It's a superior monetary technology and asset, superior to SDRs since it is not losing, but gaining in purchasing power, is available to all, and has a highly decentralized triple-entry ledger fully replicated to tens of thousands of nodes. And it is the most efficient tool available in turning energy into a lifeline for those suffering under policies imposed by the IMF. Nothing beats Bitcoin's energy-to-lifeboat ratio.

Anyway, got Bitcoin?

➡️Congress green-lit a $3.4 trillion spending package through the Big Beautiful Bill. What does that mean for Americans? Your dollars are on the path to devaluation. Excellent post (https://x.com/River/status/1950961213833134278) , and article on where the US dollar is going and why BTC is the most secure long play we have.

https://river.com/learn/how-does-money-printing-work/

➡️El Salvador and Bolivia sign a deal to integrate Bitcoin and crypto into Bolivia’s financial system. Crypto activity in Bolivia surged 6x after lifting its 2024 ban. Now the nation is working with Bukele’s team to build an economy.' - Bitcoin Archive

➡️Bitcoin-based Bitcoin’s Acceleration Phase continues with five new ATH closes in July. Momentum from Q2—where 54 of 91 days saw high profit and high volatility—appears intact. We’ll continue to watch closely for signs of a potential blow-off top.'- Fidelity

➡️Algeria bans all Bitcoin and cryptocurrency activities, including trading, ownership, and mining. Violations face 2-12 months in prison and/or fines of 200,000-1,000,000 dinars ($1,500-$7,700).' -Bitcoin News

➡️ BlackRock's Bitcoin ETF is the fastest-growing ETF ever. 80B AUM in just over a year. Unheard of. Meanwhile, Vanguard refuses to offer a Bitcoin ETF to its clients. Are they even a real business?

One disclaimer, though. One of the biggest MSTR shareholders -> Vanguard.

➡️Charles Edwards: 'Institutional net buying just breached 97% of all transactions. The last time net buying by the pros was this high was August 2020. Those who know, know.'

Unique alpha indicators are only available at http://Capriole.com/Charts.

➡️The United States SEC Chairman Paul Atkins today says, “The right to have self-custody of one's private property is a core American value. I believe deeply in the right to use a self-custodial digital wallet to maintain personal crypto assets.”

➡️Bitcoin whales bought 1% of the total supply in the last 4 months. Big money is stacking.

➡️Balaji: By 2035, you will have the Democrats side with the Chinese Communists, and Republicans will become Bitcoin Maximalists after MAGA maximalism. After Orange Man, Orange Coin. Statement is from a great podcast:

https://youtu.be/VSVOQl-vFKk

➡️The White House Releases New Report Comparing Bitcoin and Crypto to the Railroads and the Internet.

➡️Clean energy provider PowerBank to establish a Bitcoin treasury, partnering with Intellistake for security, custody, and Bitcoin operations.

➡️Priced in Bitcoin:

"How many Bitcoins for an acre of Texas land?

2015 → 8.3 BTC ($2,400)

2020 → 0.26 BTC ($2,900)

2025 → 0.04 BTC ($4,800)

Land in fiat: +100%

Land in BTC: –99%

At this rate, by 2030, you’ll get a ranch for a fraction of a coin."

➡️Crypto bank Anchorage Digital just bought $1.2 BILLION Bitcoin.

➡️Michael Saylor's STRATEGY files $4.2B STRC offering, plans to buy more Bitcoin with proceeds.

Proposed IPO of $500 million Upsized to $2.52 billion due to demand Largest perpetual preferred IPO since 2009 Files to sell another $4.2 billion All of this in 11 days, by the way. $30T in short-duration credit has been starving for yield. Bitcoin is fixing it.

On the 1st of August:

➡️Sminston With: How long will it take you to stack 0.1 BTC if you start with $100/ week now? 2 years.

If you start on July 31, 2030, it will be 11 years.

If you start in 2033, when Bitcoin is $1M, even stacking $1000/ week will take 2 years to stack 0.1.

Something to ponder on. There is no timing the market with ₿, it’s all about time in the market. Buy what you can, when you can, and save in Bitcoin. Simple. Not always easy. Start today, when time is on your side.

➡️Wicked: The largest Bitcoin UTXO holds over 13 trillion sats (130k+ BTC) and is locked in a P2WSH 3-of-5 multisig with all 5 of its public keys exposed. If you had a quantum computer and wanted to cause the most chaos, this would likely be one of your primary targets.

➡️Charles Edwards: Bitcoin Energy Value just hit a new record of $135K. Never before has price moved so gradually along the undervalued bound as the fair value of Bitcoin grows consistently with time. Two key findings:

The market is growing conservatively (no hype)
Bitcoin is unbelievably still undervalued today
➡️Bitcoin achieves its highest monthly close ever at $115K.

➡️'BlackRock Bitcoin ETF hits 1 million investors 75% are new clients. IBIT holds $87B 70% of all spot Bitcoin ETF trading. It seems like Bitcoin is taking over TradFi.' - Bitcoin Archive

➡️Garrit Goggin: 'The last time the Buffett Indicator was this far above trend, the HUI rose 222%, Gold 24%, and the Nasdaq 100 fell 64% over the following 3 years.'

When valuations get this stretched, history doesn’t whisper, it yells. Oh, and this time we have Bitcoin.

➡️OnChainCollege: 'From a cycle timing standpoint, Bitcoin is at a similar point to the 34% correction in 2017 that was just 84 days before the cycle top. From there, the price did a 6x. Short-term noise ≠ long-term trend.'

On the 3rd of August:

➡️China has officially banned cryptocurrency trading, mining, and related services. Again! haha

➡️Bitcoin hard drive worth $950M lost forever. James Howells ends 10-year search. After 12 years, James Howells, the man who accidentally threw away a hard drive with 8000 Bitcoin in 2013 (now worth $950M), has finally ended his search. The hard drive will be worth ~$8B by 2030, mark my words! I know, kinda a bold claim. But why not?

On the 4th of August:

➡️Although this is more something for the segment Macro/Geopolitics, I wanted to share the following tweet by Jeroen Blokand:

"Print this chart and hang it on your wall! Since the collapse of the Bretton Woods gold standard, NO country has managed to keep inflation at 2%. ZERO, NONE! Not Japan, not Switzerland, just nobody. Use this chart to update your knowledge and understanding of central banks and the 'value' of your currency. Enjoy your day!"

But by all means, entrust your savings and pension to (central) bankers. They never lie about inflation or Keynesian sectarian pseudo-scientific topics. Oh well, spend fiat, save Bitcoin. Whilst doing that, study Bitcoin.

🎁If you have made it this far, I would like to give you a little gift:
What Bitcoind Did: The State of Bitcoin Adoption | Troy Cross & Ella Hough

Troy Cross and Ella Hough break down the state of Bitcoin adoption across the U.S. and the globe, revealing what the data really says about Bitcoin’s political alignment, institutional shift, and cultural future.

We get into the surprising statistics around self-custody, what Gen Z actually thinks about Bitcoin, and whether American bitcoiners can become a meaningful political force.

In this episode:

Who owns Bitcoin
What Gen-Z think of Bitcoin
The myth of political consensus around Bitcoin
Bitcoin as a language of truth across culture, time, and power
Credit: I have used multiple sources!

My savings account:

Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly.

Use the code SE3997

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀

⠀⠀ ⠀ ⠀⠀⠀

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The Latest Bitcoin & Macro news: Weekly Recap 28.07.2025 If ...

2025-08-04T20:54:59+02:00

The Latest Bitcoin & Macro news: Weekly Recap 28.07.2025

If you would rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) Click here:

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The Latest Bitcoin & Macro news: Weekly Recap 21.07.2025 If ...

2025-07-29T22:58:31+02:00

The Latest Bitcoin & Macro news: Weekly Recap 21.07.2025

If you would rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) Click here:

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2025-07-29T22:57:35+02:00

On Nostr, I will exclusively share the most significant Bitcoin news. (this note)

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

The Latest Bitcoin & Macro news: Weekly Recap 21.07.2025

🧠Quote(s) of the week:
Now, what is inflation?

Luke Gromen: "An (accidental) gauge of actual US inflation in recent years: Two genetic brothers, JJ Watt (left) and TJ Watt (right), only 5 years apart in age, playing the same sport, the same position on the field, in the same stadiums, to the same crowds...and yet the younger brother makes nearly as much in 3 years as older brother did in 12 years."

While I largely agree with the point, there are other factors contributing to NFL inflation than just monetary inflation. Still, this should help more athletes, fans, and even owners see the light. Get paid in Bitcoin! Get deals paid in Bitcoin.

A screaming indicator that shows both the employer and employee are being harmed by the debasement of the currency. Russell Okung, Saquon Barkley, and Odell Beckham already showed the solution for the NFL and the NFL Players Association -- embrace Bitcoin. Now a matter of time and effort until momentum pushes past the tipping point.

🧡Bitcoin news🧡
On the 14th of July:

➡️BlackRock's spot Bitcoin ETF is now the company's most profitable ETF, Bloomberg reports.

➡️Bitcoin is up ~1,700% since comedian Daniel Sloss called it “Beanie Babies for tech bros” when it was trading at $6.5K

➡️“Ethereum is going parabolic!”

Ethereum is going parabolic:

This is for everyone hyping the Ethereum "pump" right now. I don’t believe we’re heading into another full-blown altseason. Maybe we’ll see some temporary outperformance vs. Bitcoin, but nothing like 2017. Humanity is stupid, but not that stupid. Right?

On the 15th of July

➡️'Millionaire inflation is real. In 2000, there were 14.7 million millionaires. Today, there are over 60 million. Back then, there was hypothetically more than 1 Bitcoin per millionaire. Today? Just 0.35 BTC each. And it’s dropping.' -Bitcoin News

➡️Daniel Batten: "The old guard is fading. A new generation is growing in power, and is gaining ascendancy in EVERY political party. The game is no longer to be pro or anti-Bitcoin, but to frame how Bitcoin fits with your values."

➡️We are very, very early. Bitcoin's adoption curve.

Bitcoin's total addressable market (TAM) is the world’s balance sheet. All $900T of it. So long as Bitcoin has the most attractive characteristics as a store-of-value asset in the investable landscape, this will remain so. Bitcoin is a black hole on the world's balance sheet.

Mitch Klee: "Currently 0.22%. LESS THAN 1% ADOPTION. Currently, a 2 trillion dollar asset and its total addressable market for SOV is $900 trillion. Since Bitcoin is both valued in USD and a monetary network, it's best to measure adoption in total market capitalization. Bitcoin is still very young, released in 2009. Layer 2s are still being built. As a monetary network, there is much work to be done if we want to support billions of people. But Flywheels are strong. I don't think anyone realizes how early we are. We've just tapped the surface of development for multiple layer 2s. (The internet has 7) As more adoption happens, more money for development feeds into the flywheel."

It's not too late to take Bitcoin seriously. Need proof? Just look at the Bitcoiners: they keep buying. You didn't "miss out" on Bitcoin; you just weren't here from the beginning. But you can still be early today.

➡️Long-Term Holder supply dropped by 100k Bitcoin over the past 24 hours. 100k BTC. No wonder we went down to $117k.

➡️$400B banking giant Standard Chartered has officially launched Bitcoin and crypto trading for institutional clients.

➡️Bitcoin just recorded its highest daily candle close ever: $119,135. New all-time high.

➡️Cantor Fitzgerald close to $4 billion SPAC deal with Adam Back "to buy billions of dollars" of Bitcoin.

➡️ECB: Applications for the design contest for our future banknotes are now open! Are you a graphic designer residing in the EU? Submit your application by noon CET on 18 August.

"The new designs for the future EU banknotes are in, beautifully fitting the given assigned theme of 'European culture". Which one is your favorite?" - Bitsaga

Foto credit: Michaël Roerade

https://x.com/ecb/status/1945076445732123051

Look at the comments, gotta love it! The ECB has one main task: to maintain the euro's purchasing power.

Anyway, got Bitcoin?

➡️Retail investors are buying more Bitcoin than miners can produce. Shrimps, Crabs, and Fish are stacking 19,300 BTC/month while miners only release 13,400. This quiet supply crunch is fueling Bitcoin’s run to new ATHs.

➡️Bitcoin’s MVRV z-score is still well below historical top levels. Plenty of room to run.

➡️Pierre Rochard: "You have to hold BTC longer than 5 years to be guaranteed a CAGR > 0%, according to the historical worst-case scenario. Longer than 6 years for >20% Bitcoin CAGR. Bitcoin is long-term savings technology."

On the 16th of July:

➡️ US Marshals reveal the government now only holds 28,988 Bitcoin worth $3.4 billion, instead of the estimated ~200,000 BTC.

If true, this is a total strategic blunder and sets the United States back years in the Bitcoin race. The Biden Administration sold 170,000 BTC, and the Trump administration is finding out about it now…? The USA has 29k BTC left. They will not be the leading Bitcoin country anymore if they don’t change that quickly.

If the Bitcoin Act passes, the government will be buying 1 MILLION Bitcoins on the spot market!

More on the nation-state Bitcoin Race:

➡️Daniel Batten:

A tale of 2 countries:

In 2018, Bulgaria sold 213,500 BTC for "state expenditures", including buying a squadron of military planes. The bitcoin sold is now worth 79% of Bulgaria's public debt. They could have been almost debt-free.

But they chose to increase debt burdens in return for depreciating relics of the industrial-military complex.

Meanwhile, Bhutan, around the same time, started mining Bitcoin. It's now worth 50% of their GDP, and they just put up salaries of govt workers by 50-65%. Be like Bhutan, not Bulgaria.

➡️US potentially sold its Bitcoin? Bitcoin doesn’t care.

Crypto Bills stalled in Congress? Bitcoin doesn’t care.

War in the Middle East? Bitcoin doesn’t care.

➡️House will pass all three Bitcoin and crypto bills (Genius Act, Clarity Act, and Anti-CBDC Act) over the next two days

On the 17th of July:

➡️Convano Inc (6574.T), a Japanese nail salon operator, has officially launched its Bitcoin treasury strategy and plans to purchase JPY 400 million (~$2.7 million) worth of BTC within July. The company established a dedicated “Bitcoin Strategy Office,” led by Director Taiyo Azuma.

➡️Checkmate: The Bitcoin Realised Cap just hit $1 trillion. This is the ultimate metric for adoption, as it captures the wealth and capital saved in BTC. A massive milestone.

➡️'Trump is preparing to open the $9 trillion US retirement market to crypto, gold, and private equity. An executive order expected this week would allow 401(k) plans to include alternative assets, marking a major shift in how Americans can invest their savings.' -Bitcoin News

Americans hold $9 trillion in 401K savings.

On the 18th of July:

➡️TOM LEE: "Bitcoin has become a $2 trillion asset. Never in financial history has anything reached $2 trillion and disappeared."

➡️ A Satoshi‑era whale just moved 80,000 BTC (~$9.5 B) to Galaxy Digital after 14 years of dormancy. Diamond hands! And yes, that is some sellside pressure.

➡️'French lawmakers propose a five-year trial to let energy producers use surplus nuclear power for Bitcoin mining, aiming to reduce waste and increase revenue.' - Bitcoin News

➡️President Trump will sign the first-ever digital asset bill into law today (Genius Stablecoin Act), A historic moment for crypto regulation. Trump says Bitcoin could be the greatest revolution in financial technology since the internet itself.

But make no mistake, and I will quote Parker Lewis:

"This bill is about regulatory capture, not innovation, and the fact that this was prioritized over Bitcoin tells you Washington is still controlled by special interests. There is a great quote from Bull Durham, "you couldn't hit water if you fell out of a fucking boat!"

The Genius Act forces every legal “digital dollar” through state-approved issuers under full government control. Ergo: CBDC

➡️Chris Larsen has dumped 9 figures worth of XRP this year alone. Satoshi is still sitting on $115B.

Something to ponder on...

Alex Gladstein:

"If you invested $10k into XRP on January 4, 2018, 7.5 years ago, you’d have… about $10k. Not even outpacing inflation. If you invested $10k in BTC on the same day, you’d have $75k Be careful out there…"

➡️Semler Scientific purchases 210 BTC ($25M), increasing its holdings to 4,846 BTC ($577.9M), per SEC filing.

These 6 members of the Bitcoin for Corporations have collectively added 5,643.5 BTC to their corporate treasuries.

➡️ Bitcoin has entered the "ignition phase" of a bull market, where price momentum builds before significant gains, per analytics platform Bitcoin Vector.

➡️People say BTC is too volatile and risky:

• Last year: up 87%

• Last 2 years: up 300%

• Last 5 years: up 1,200%

• Last 10 years: up 43,500%

➡️

James Lavish: "Or, said another way, gold has been around for thousands of years, yet Bitcoin has only been around for 15 and is already worth 10% of gold's total value."

➡️Legendary Nostr developer Pablof7z is working on a native iOS Cashu wallet that synchronizes your Ecash across devices and makes backups using Nostr. Enter your nsec, and your money appears!

Source:

➡️"We're now seeing the supply of BTC held by short-term holders once again begin increasing, indicating new market participants are once again accumulating Bitcoin! Is this the start of retail FOMO?" - Bitcoin Magazin Pro

➡️Jack Dorsey's Block to join the S&P 500 on July 23rd. They hold 8,584 Bitcoin on their balance sheet

On the 19th of July:

➡️Michael Saylor's STRATEGY now holds $71 BILLION in Bitcoin, ranking #9 among all S&P 500 treasuries. They’ve leapfrogged Exxon, NVIDIA, PayPal, and CVS...with only Bitcoin.

➡️Bitcoin now has the highest correlation with global money supply at 0.51. More than gold (0.50), S&P 500 (0.45), or bonds (0.15).

➡️'Bitcoin’s Realized Cap has topped $1 trillion for the first time ever, with 25% of that added in 2025 alone. Unlike market cap, Realized Cap values each coin at its last moved price, offering a clearer view of actual investor inflows.' - Bitcoin News

On the 20th of July:

➡️ $120K investment in Bitcoin growing at 29% CAGR will become $25M in 21 years. And all you have to do is buy and HODL.

Bitcoin's historical CAGR from its first traded price of $0.003 in March 2010 to ~$118,000 today (July 20, 2025) is approximately 213% over 15.33 years. That's indeed much higher than 29%. Future returns may vary, but the track record is impressive. HODL wisely.

P.S...: the 29% is from Saylors' 24 model.

➡️Saylor says he’ll be buying the top forever for a reason. Even if you bought 1 BTC at the top of every cycle, you’d have turned $90,000 into $470,000. A 420% gain by being consistently wrong with the worst timing imaginable.

➡️UK may sell over £5 billion worth of seized Bitcoin - The Telegraph Chancellor Rachel Reeves may sell £5B+ in BTC seized from a 2018 Chinese Ponzi scheme — including 61,000 Bitcoin. The Home Office is building a framework to liquidate the stash and plug a fiscal gap. The Westminster class are dinosaurs who don’t get the future. The UK should be implementing Reform’s Crypto Bill and increasing its Bitcoin reserves.

I'm sure they won't regret it. Just ask Deutschland!

The 61,250 Bitcoin, reportedly to be sold by the UK according to The Telegraph, were seized from Jian Wen and associates in a 2018 Chinese fraud case and remain legally contested. Chinese authorities and victims demand their return, and no sale can occur until the legal process is resolved, per Bitcoin journalist DecentraSuze

Anyway, the British Pound has lost 95% of its purchasing power since 1970. You might want to hodl them bitties!

➡️74% of all Bitcoin is now held by long-term holders, a 15-year high. Nobody’s selling.

➡️On July 15, miners sent 16,000 BTC to exchanges, the largest single-day outflow since April, signaling they may be cashing in on recent gains. Such a supply surge could be putting short-term pressure on Bitcoin’s rally.

➡️Grok4 just updated long-term BTC targets:

• 2025: $175,000

• 2030: $950,000

• 2040: $7,200,000

• 2050: $34,000,000

Endgame? Bitcoin replaces nation-state treasuries.

On the 21st of July:

➡️The President of the United States is posting Bitcoin Twitter classics on social media. We are in a new era of adoption.

https://x.com/DocumentingBTC/status/1947263212602183857

➡️Bitcoin Archive: "Trump Media has accumulated $2 BILLION in Bitcoin and Bitcoin-related securities. Trump Media plans to continue acquiring Bitcoin and to convert its options into spot Bitcoin."

The President of the world's largest economy posted a video of Peter van Valkenburgh, Director at Coincenter, explaining Bitcoin and announced a $2B Bitcoin purchase. Probably nothing.

➡️River: We're seeing the fastest money supply growth in years. If you held Bitcoin over the past year, you outperformed money debasement by 10x.

➡️Sminston with: "Average 2035 BTC Retirement by country, 2 easy-to-read plots:"

Most people on Earth will need less than 1 Bitcoin to retire by 2035, but the gap by country is massive.

Big assumption #1: 7% annual M2 expansion (inflation) rate. Will add error, thus will be updated in a future version.

Big assumption #2: Annual expenses are based on each country's average annual income (in USD). Data source: worlddata.info

➡️Genius Group increases its Bitcoin treasury to 200 BTC. They aim to reach 1,000 BTC by the end of 2025 and 10,000 BTC within 24 months.

➡️Sequans has just purchased an additional 1,264 Bitcoin for $150 million. They now hold 2,317 BTC worth $273.2 million.

➡️Strategy has acquired 6,220 BTC for ~$739.8 million at ~$118,940 per bitcoin and has achieved BTC Yield of 20.8% YTD 2025. As of 7/20/2025, we hodl 607,770 Bitcoin acquired for ~$43.61 billion at ~$71,756 per Bitcoin.

➡️Global Bitcoin Mining Hashrate Increases Above 900,000,000,000,000,000,000x Per Second

🎁If you have made it this far, I would like to give you a little gift:
Jeff Booth | AI, Bitcoin, & The Collapse Of The Fiat Economy

What if the entire economy is built on a lie? Jeff Booth argues that our credit-based system fights the natural deflation of free markets through endless money manipulation, and why Bitcoin creates the first truly global free market. They explore how AI accelerates abundance, why most people are stuck in “Fiatland,” and how Bitcoin adoption will transform everything from housing to global power structures. In this episode:

Why inflation isn’t natural — and what deflation really means
How AI and Bitcoin together rewrite the rules of the economy
The cultural divide between “Fiatland” and Bitcoin
Why the Global South may leapfrog the West in Bitcoin adoption
How to prepare for the transition to a Bitcoin economy
https://youtu.be/VRA8VIsO-rQ

Credit: I have used multiple sources!

My savings account:

Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly.

Use the code SE3997

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀

⠀⠀ ⠀ ⠀⠀⠀

Do you think this post is helpful to you?

If so, please share it and support my work with a zap.

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

⭐ Many thanks⭐

Felipe - Bitcoin Friday!

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The Latest Bitcoin & Macro news: Weekly Recap 14.07.2025 If ...

2025-07-22T07:46:18+02:00

The Latest Bitcoin & Macro news: Weekly Recap 14.07.2025

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2025-07-22T07:45:48+02:00

The Latest Bitcoin & Macro news: Weekly Recap 07.07.2025 If ...

2025-07-14T00:40:25+02:00

The Latest Bitcoin & Macro news: Weekly Recap 07.07.2025

If you would rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) Click here:

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Do you think this post is helpful? If so, please share it with your friends, family co-workers, and support my work with a zap.

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2025-07-14T00:38:33+02:00

On Nostr, I will exclusively share the most significant Bitcoin news. (this note)

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

The Latest Bitcoin & Macro news: Weekly Recap 07.07.2025

🧠Quote(s) of the week:
Pledditor: "Bitcoin influencers" getting paid in shares to promote stocks is no different than shitcoin influencers getting paid in shitcoins to promote shitcoins. The same perverse incentives exist.

This is why there are cycles in the market. The industry is irrelevant. The people are different, but their nature is the same. Greed and Grift. What will happen next? Well, I don't have a crystal ball, but something like this.. Bitcoin Treasury companies will be the next FTX/ Luna. Just need a couple of them to implode and cause a cascade.

"BTC TREASURY COMPANIES They want you to think you're a shareholder, but you're actually just a cuckholder" - Pledditor

🧡Bitcoin news🧡
Before we start with the recap, a short announcement:

Noderunners conference, November 1st.

This is your chance to join the most hardcore Bitcoin maximalists in Europe. No shitcoin talk. No VCs, Bitcoin ETF/stonks/treasury crowd. No compromise. Just pure Bitcoin signal from the brightest minds in the space.

Network with Lightning developers, node runners, miners, and the orange-pilled elite who are actually building the Bitcoin future.

So does your heartbeat orange?

Fixing the world on your mind?

Join us! Plebs, talks, workshops, beer & more!

Tickets: https://noderunners.network/en/

On the 30th of June:

➡️Strategy has acquired 4,980 BTC for ~$531.9 million at ~$106,801 per bitcoin and has achieved BTC Yield of 19.7% YTD 2025. As of 6/29/2025, we hodl 597,325 Bitcoin acquired for ~$42.40 billion at ~$70,982 per Bitcoin.

➡️River: 'You can run the best business in the world, but still lose billions to inflation. Businesses, it's time to protect your profits with Bitcoin.'

On the 1st of July:

➡️Publicly traded DDC Enterprise closes $528 million financing to advance its Bitcoin treasury strategy.

➡️Italian banking giant UniCredit to offer European clients access to BlackRock's Bitcoin ETF in a newly structured product - Bloomberg

➡️Multiple crypto firms, including Fidelity Digital Assets, have applied for national bank charters

➡️Bitcoin sets a new all-time high monthly closing price at $107,173.

➡️Bitcoin OTC balances have dropped to a 10-year low of 156,600 BTC. Source: The stats likely come from CryptoQuant, a reputable source for on-chain Bitcoin data, tracking OTC desk balances using address labeling and flow analysis. Their data shows balances at 156,600 BTC, a 10-year low, aligning with trends from 480,000 BTC in 2021 to 146,000 BTC in early 2025. While generally reliable, tracking all OTC activity is challenging, as some private transactions may be missed, per CryptoQuant's own caution.

➡️Simply Bitcoin: "The Bank of England admitted in 2014 that banks create money out of thin air when they issue loans. Still think we’re the crazy ones for buying Bitcoin?"

➡️Joe Consorti: "That little orange square will consume every other asset you see here. Bitcoin is competing against every single market. It is not a store of value. That's the trade. Speculative attack everything."

➡️This guy, OG Bitcoiner, bought a 100 BTC gold Casascius bar back in 2011 for $500 and then finally cashed out the seed phrase this year, ten million dollars profit. Absolutely wild! Balls of steel, insane foresight, unbeatable risk tolerance.

“Okay, so remember how I mentioned I had one of those Casascius Bitcoin bars? Yeah, it’s a 100 BTC one, and I got it back in 2012 for like $500. Now that it’s worth over $10 million, I knew I couldn’t keep just sitting on it. So, yeah… even though I was kinda unsure, I finally redeemed it today.” — John Galt.

He posted the private key [:SDzWY6Wmr875zLvUKnLTsQXjVzsDUJ] publicly online after redeeming the 100 BTC, but then remembered that the key also unlocked the coins of every fork of Bitcoin since 2012. Somebody swept the wallet of $40,000 of Bitcoin Cash (BCH). That’s 0.4 BTC. No biggie.

NEVER POST YOUR PRIVATE KEYS

Source: https://bitcointalk.org/index.php?topic=5543336.0

➡️SoFi Bank's CEO, Anthony Noto, announces the launch of international payments, using Bitcoin to convert USD to foreign fiat currencies.

➡️As mentioned in last week's recap, The Wall Street Journal reports the Kingdom of Bhutan was able to pay government civil service salaries for years with their hydroelectric Bitcoin mining profits. https://www.wsj.com/podcasts/tech-news-briefing/how-a-tiny-himalayan-country-became-a-bitcoin-mining-paradise/62e76874-1e3d-4db6-b310-61812d5e0511

➡️Coinbase launched in 2012 when Bitcoin was $5. 13 years later, they hold just 9,267 BTC. That’s embarrassing. It's pretty simple. They spent their time and energy playing around with shitcoins versus focusing on Bitcoin.

➡️'Germany's largest banking group Sparkassen lifts its three-year digital asset ban and prepares to offer Bitcoin trading by summer 2026.' - Bitcoin News

➡️German banking giant Deutsche Bank to launch Bitcoin and crypto custody services - Bloomberg

➡️Design platform Figma just disclosed owning $70m in Bitcoin with board approval to buy another $30m in Bitcoin.

➡️Connecticut governor officially bans the state from owning Bitcoin or any digital assets. HFSP, DisConnecticut!

➡️Saylor: "Public companies acquired about 131,000 coins in the second quarter, growing their bitcoin balance 18%, according to data provider Bitcoin Treasuries. ETFs showed an 8% increase, or about 111,000 BTC, in the same period. https://www.cnbc.com/2025/07/01/public-companies-bought-more-bitcoin-than-etfs-did-for-the-third-quarter-in-a-row.html

➡️ Checkmate: 'This chart shows how the Bitcoin supply changed since 1-Nov-24, before the rally to $100k.

Proportion of sellers:

10% from below $10k (HODLers)

38% below $55k (Last cycle buyers)

62% between $55k & $73k (2024 Chop traders)

HODLers are a third of the sellers.

Traders and TradFi money are two-thirds of it.'

On the 2nd of July:

➡️Billionaires Peter Thiel, the founder of PayPal, and Palmer Lucky, founder of Oculus, are preparing to launch a new U.S. bank serving Bitcoin businesses. The new bank will provide "traditional banking products, as well as virtual currency-related products and services".

Remember how I told Joe Rogan in 2024 that Bitcoin is such a big deal that society does not know how to process and recognise it immediately.

➡️River: "Proof of Reserves should be the standard for all Bitcoin exchanges. It helps prevent FTX-style paper bitcoin situations that affect even those who self-custody. Is your exchange not accounted for below? Ask for their reserves page. Don't trust, verify."

➡️U.S. M2 Money Supply hit a new all-time high. Historically, Bitcoin follows suit.

➡️'The largest single-building bitcoin mine in the world by hashrate has officially been completed in Texas. Spanning the equivalent of five football fields, the Vega mine covers 162,000 square feet of computers.' - Documenting Bitcoin

➡️MARA announces a target of 75 EH/s by the end of 2025, a 40% increase from 2024, supported by existing machine orders and a 3 GW low-cost power pipeline.

➡️Money talks. And ffs the Boomers are coming: BlackRock's Bitcoin ETF drives more revenue than its S&P 500 fund - Bloomberg

IVV (S&P) was launched in 2000, and IBIT (Bitcoin) just last year. Resisting Bitcoin is now insanely costly.

➡️Despite being 2% below a new all-time high, we are not even in the "Still Cheap" section of the Rainbow Chart.

"I wanna see the rainbow high in the sky I wanna see you and me on a bird flyin' away (flyin' away) And then I hope to see your smile every night and day (night and day)"

➡️Swan: "Bhutan has 27x more #Bitcoin per person than the U.S. Large countries may compete on total Bitcoin holdings, but ALL countries will compete on sats per capita."

➡️'Wallet of Satoshi is back in the US, this time, fully self-custodial. The largest Lightning wallet now runs on Spark. Beta is now live.' - Bitcoin News

➡️K33 Completes Purchase of Another 10 BTC. Full press release available here: https://k33.com/ir/article?slug=k33-completes-purchase-of-10-btc-1

➡️ Metaplanet: Q2 revenue from our Bitcoin Income Generation business rose 42.4% to ¥1.097B. This accelerating growth affirms the strength of our strategy—building a sustainable, scalable, and operationally efficient business on a Bitcoin standard.

Source: https://contents.xj-storage.jp/xcontents/33500/5dc446d6/33f7/492b/aa05/ea3ddc624850/140120250702507057.pdf

➡️Ledn: "It’s official. Ledn is now 100% bitcoin-only. One loan product, one focus: Unlocking liquidity while your Bitcoin stays secure and positioned for future growth."

On the 3rd of July:

➡️Troy Cross: "In March 2025, @NakamotoProjct surveyed 3,538 adults in the US. We found: -48m American adults own bitcoin -11m hold their own keys -Bitcoiners are more likely to be male, young, and non-white -They're politically diverse but right-shifted -They're "moral maximalists."

Read the full report here:https://www.thenakamotoproject.org/report

➡️ Last week, I shared the must-read article by Daniel Batten: "How The IMF Prevents Global Bitcoin Adoption (And Why They Do It)."

Fast forward to this week, Batten: The IMF rejected Pakistan's plan for 2000MW of Bitcoin mining. Yes, the IMF can and does dictate terms to sovereign nations that owe them $ Yes, this was anticipated. https://bitcoinmagazine.com/featured/how-the-imf-prevents-global-bitcoin-adoption-and-why-they-do-it

Bitcoin is the disruptor. IMF is the disrupted Nation states must anticipate what this means.

➡️'An unknown wallet recently sent $20K in BTC to Satoshi Nakamoto’s Genesis Block address. Arkham says the 0.185 BTC transaction was spotted on June 30. The wallet holds roughly $117B in dormant Bitcoin.' - Bitcoin News

➡️'Aaaaand BTC just hit a new ATH in Turkey. Weak currencies first. Then all of them.'' -Thomas Fahrer

➡️Gold miner Hamak Gold Limited announces it will add Bitcoin to its treasury. Gold mining companies are now buying bitcoin. You cant make this up. To all my gold, boomer friends out there, the time has come!

➡️Treasury Secretary Scott Bessent: Bitcoin is the most important phenomenon happening in the world.

➡️A dormant Satoshi-era address moved 10,000 Bitcoin worth $1.09 billion after 14 years.

Beanie: "Imagine the balls it takes to not only hodl what is now $1.1 billion worth of Bitcoin for 14 years from a $7800 cost basis, but to just send it all out with a single click and no test transaction."

https://mempool.space/address/1HqXB9srhcnwhnhfXFoxt36qiiNY8gDwcK

This individual has moved 40,000 BTC that sat untouched for 14 years; he still has 20,000 BTC to move.

On the 4th of July:

➡️Bitcoin for Freedom: "4.45M addresses hold more than 0.1 BTC. Some sources claim each person, on average, has around 10 addresses. This means that around 500k-1M people own more than 0.1 BTC. That’s 0.01% of the global population."

Scarcity is real. The claim is largely accurate based on current data. As of July 2025, ~4.46M Bitcoin addresses hold >0.1 BTC (per BitInfoCharts). Estimates of average addresses per user vary (1-10+), leading to 0.4M-1M owners—about 0.005-0.01% of the global population (~8.1B).

Stacking one whole Bitcoin is now out of reach for most of the world's population. Bitcoin is divisible, and stacking 0.1 Bitcoin will be considered a major milestone in a few short years.

Simply Bitcoin: "If you hold 0.1 Bitcoin:

Guaranteed top 2.63% globally (21M coins)
Top 2.13% after subtracting ~4M lost coins
Only 4.5M addresses hold >0.1 BTC → Top 0.56%
You're ahead of 99.4% of the world. Let that sink in."

➡️MARA increases Bitcoin holdings to 49,940 BTC, placing its $5.4B treasury second among public companies globally, behind Strategy.

➡️Christine Lagarde warns stablecoins could privatize money and weaken central banks.

That's the plan! Spoken like a central banker whose jurisdiction wants to launch its own digital currency and feels threatened. Central bankers doing “public good” is mental gymnastics even by her standards.

And regarding that Euro CBDC...

The European Union plans to introduce its central bank digital currency—the digital euro—in October of this year.

"To reassure people about the digital euro, Lagarde cites China as a 'success story" and says explicitly that the EU is following China's lead on Centralized Digital Currency. Here's why this matters, they are explicitly copying China's model: China's Central Bank Digital Currency (CBDC), the e-CNY, gives the People's Bank of China, for the first time, the surveillance powers to track all citizens' financial transactions in real-time.

Because their CBDC records every transaction, this gives the government detailed visibility into every citizen's financial activities. All larger transactions are traceable under laws like the Cybersecurity Law. This capability gives Chinese authorities the power to

Monitor and control behavior
Track spending to identify dissenters
Enforce social compliance via the social credit system
Restrict funds for critics
The technology makes mass surveillance and (further) erosion of civil liberties technologically possible, while providing Chinese authorities a tool for the state to exert unprecedented control over its population.

ECB will say, "Well, in theory that's true, but we will only use that ring of power to do good for the world."

If you are feeling uncomfortable with that level of power, you are right to trust your instinct." -Daniel Batten

The ECB says the Digital Euro is about “innovation.” Christine Lagarde says it’s to fight “decentralized protocols like Bitcoin.” Now read the above again...got Bitcoin?

Watch the clip here: https://x.com/wideawake_media/status/1941425924823482765

➡️Bitcoin miner Riot Platforms produced 450 BTC in June, down 12% from 514 BTC in May, with daily average output falling from 16.6 to 15 BTC. Still, Riot’s year-to-date production rose 76% compared to 2024.

➡️Daniel Batten: "In the past 50 years, countries like India, the Philippines, the Congo now owe their former colonial masters 189x what they owed in 1970" ~ @gladstein

(Thanks, IMF, World Bank) By providing countries like Bhutan a debt-free path to financial sovereignty, Bitcoin fixes this.

➡️A solo miner just mined an entire #bitcoin block worth over $350,000.

On the 6th of July:

➡️How many BTC do you need to rank in the top 1% vs other people in your age group on total net worth?

US net worth *in terms of bitcoin…in case that wasn’t clear. Not how much bitcoin they’re actually holding, but just using bitcoin as a UoA to denominate all of their wealth.

These numbers will trend lower over time.

➡️'Public companies are buying Bitcoin at a rapid pace:

Public companies purchased 131,355 Bitcoins in Q2 2025, growing holdings by +18%, according to Bitcoin Treasuries data.

Furthermore, ETFs acquired 111,411 BTC, posting an +8% rise during the same period. This marks the 3rd consecutive quarter in which companies have bought more Bitcoin than ETFs.

Year-to-date, public companies have purchased 237,664 Bitcoins, double the 117,295 acquired by ETFs. Now, public companies hold ~855,000 Bitcoins, or ~4% of the total supply. Corporate demand for Bitcoin is incredibly strong.' -TKL

➡️'Bitcoin will get more valuable every year, as every other asset is in the fiat world and will get diluted every year. That's why I hold 0 Stocks, 0 Real Estate & have everything in Bitcoin! - Robin Seyr

On the 7th of July:

➡️The Smarter Web Company purchased 226.42 BTC and now has a total of 1,000 BTC.

➡️The Blockchain Group acquires 116 BTC (~€10.7M), increasing its holdings to 1,904 BTC.

Press release: https://www.theblockchain-group.com/wp-content/uploads/2025/07/20250707-TBG-CP-07-juillet-2025-EN-FINAL.pdf

➡️Strategy posts a $14.05billion unrealized gain in Q2 as Bitcoin rebounded and new accounting rules kicked in.

➡️Spain’s second-largest bank, BBVA, launches #Bitcoin trading and custody for all retail customers.

Just want to end this segment with the following picture...

2014: "Oh, I should have bought 100 BTC when it was still possible."
2018: "Oh, I should have bought 10 BTC when it was still possible."
2022: "Oh, I should have bought 1 BTC when it was still possible."
2026: "Oh, I should have bought 0.1 BTC when it was still possible."

🎁If you have made it this far, I would like to give you a little gift:

LynAlden (nprofile…u7e3) Lyn Alden: The Rise of Bitcoin Stocks and Bonds

https://www.lynalden.com/bitcoin-stocks-and-bonds/

Set aside 15-20 minutes to read this carefully. Again a must read by Lyn.

"That is why I’m in agreement with both the cyberpunks and the suitcoiners."

Credit: I have used multiple sources!

My savings account:

Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly.

Use the code SE3997

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀

⠀⠀ ⠀ ⠀⠀⠀

Do you think this post is helpful to you?

If so, please share it and support my work with a zap.

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⚪️⚪️⚪️ Powerlifting Mock Meet #2 – unplanned, ...

2025-07-13T15:40:30+02:00

⚪️⚪️⚪️ Powerlifting Mock Meet #2 – unplanned, unprepared, but present.
⁠
Just last week I was down with the flu. No real prep, no proper peak.⁠
To make things worse, I was over my weight class — so I had to fast the past few days just to make weight for the -83kg.⁠
⁠
And still… I showed up.⁠
⁠
Why? Because it’s not always about perfect circumstances. Sometimes it’s about simply showing up, doing what you can, and being proud that you’re there.⁠
⁠
No excuses, just perspective. Every moment on the platform is a win.⁠
⁠
Grateful for the energy, the people, and the experience.⁠
⁠
Still hungry. Still building. My own proof of work!🧡⁠
⁠
#powerlifting #therapy #proofofwork

The Latest Bitcoin & Macro news: Weekly Recap 30.06.2025 If ...

2025-07-07T11:13:39+02:00

The Latest Bitcoin & Macro news: Weekly Recap 30.06.2025

If you would rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) Click here:

https://habla.news/a/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqqxnzde4xyurwd3k8qmnzvekklxe9w

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Nostr event nevent1qqsx2znd2nswlqjz48jqswmrn68ecre9stvdn3zctuw5sp626jtvqvgzyq78msk9slhvupg0h3jcpxckp8geyplcyhwhva2tnyz7nj5q2ep2s6c5taa

2025-07-07T11:12:57+02:00

On Nostr, I will exclusively share the most significant Bitcoin news. (this note)

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

The Latest Bitcoin & Macro news: Weekly Recap 30.06.2025

🧠Quote(s) of the week:
Adam Livingston:

"Most people think Bitcoiners are delusional. In truth, we're time travelers.

Inhabiting a future where capital is unconfiscatable, monetary policy is immutable, and time is no longer for sale. Satoshi pulled the future forward.

We see the cracks in Fiat not because we're paranoid, but because we’ve read the footnotes of history and decided not to take part in the same timeline. We see inflation not as “temporary,” but as structural violence against the productive class.

We know wars aren’t funded by votes, they’re funded by printing presses. We understand that assets don't go up... currencies go down. While others budget for retirement, we budget for sovereignty. We're ahead of the curve, charting our own path and writing our own version of history."

I have shared the following numerous times. Plus, ffs, forget about the price or price targets. If you understand this, you’re halfway there and heading the right way…: https://dergigi.com/2021/01/14/bitcoin-is-time/
Gigi (nprofile…s2s2)
And remember, although we can have a low time preference, we still only get this life once. Find the right balance between stacking sats for the future while also spending to live a worthwhile life now. Time is scarce.

🧡Bitcoin news🧡
"If you're taking out loans to buy Bitcoin or using loans to delay selling Bitcoin, you're essentially running a personal Bitcoin treasury company." - Jimmy Song jimmysong (nprofile…dzev)

Congrats, you're now the CFO of your own Bitcoin treasury company, except the loan terms are not as good. It's better and easier to just stay humble and stack sats.

On the 23rd of June:

➡️Norway’s Green Minerals adopts Bitcoin treasury strategy and scoops up $1.2b worth of $BTC.

➡️'80% of cryptocurrency sent to Iran comes from "global exchanges," says TRM. Not "DeFi". Not "unhosted wallets." So, how do Iranians circumvent compliance? By signing up with fake IDs. And where do you get a fake ID? From hacked KYC databases. AML is nonsense.' -L0laL33tz

➡️Bitcoin Magazine: Senator Cynthia Lummis & former Congressman Mike Rogers said we must pass an "exemption to allow Americans to use Bitcoin for small everyday purchases without triggering burdensome tax reporting."

➡️Texas to purchase $10M worth of Bitcoin for a state reserve. This is the start of game theory! Source: Coindesk

➡️Strategy has acquired 245 BTC for ~$26.0 million at ~$105,856 per bitcoin and has achieved BTC Yield of 19.2% YTD 2025. As of 6/22/2025, we hodl 592,345 Bitcoin acquired for ~$41.87 billion at ~$70,681 per Bitcoin.

➡️The Blockchain Group confirms the acquisition of 75 BTC for ~€6.9 million, the holding of a total of 1,728 BTC, and a BTC Yield of 1,231.7% YTD Press Release: https://t.co/GYy0u4AxZ7

On top of that, the Blockchain Group announced a capital increase totalling ~€4.1 million at an average price of ~€5.085 per share as part of its “ATM-type” capital increase program with TOBAM to pursue its Bitcoin Treasury Company.

On the 24th of June:

➡️Japan’s Financial Services Agency proposed to bring crypto assets under the Financial Instruments and Exchange Act. This could legalise Bitcoin ETFs and cut tax on crypto gains.

➡️US govt to look into allowing Bitcoin and crypto holdings to be considered when assessing mortgage finance eligibility - US Director of Housing

➡️'Metaplanet approves a $5B capital contribution to its Florida-based U.S. subsidiary, Metaplanet Treasury Corp, to accelerate the “555 Million Plan,” supporting Metaplanet’s goal of acquiring 210,000 bitcoin by the end of 2027.' - Bitcoin News

➡️Belgravia Hartford Announces 100% Bitcoin Directed CAD 10M ($7.29 million) Private Placement Financing to Accelerate Growth of Bitcoin Treasury Holdings

➡️Anthony Pompliano: 'I announced a $750 million fundraise this morning as part of a $1 billion merger. The goal is to build a leading bitcoin-native financial services firm.' As mentioned in one of my previous recaps, this is the same guy who tried to get you on that BlockFi rocketshit..

Pledditor: "The guy who came out of nowhere last cycle to peddle referral links and bought the top in BlockFi and FTX's venture rounds now wants to become your money manager. It's a rocketship, bro! Get on board~~"

➡️The Federal Reserve to scrap "reputational risk" as a component of bank exams. No more de-banking for holding Bitcoin or having the "wrong" opinions.

➡️Bitcoin News: 'Leading Land Rover and Jaguar restoration company ECD Automotive Design, Inc. has secured a $500M equity facility with ECDA Bitcoin Treasury LLC to support ECD’s Bitcoin treasury strategy.'

➡️The Smarter Web Company purchased 196.9 BTC and now has a total of 543.52 BTC.

➡️Panther Metals announces that they purchased their very first 1 BTC. One more Bitcoin Treasury to add to the list.

➡️In past Bitcoin cycles, long-term and short-term holders profited, with STHs capturing up to 63% of gains. This cycle, STH profits fell to 12%, while LTH profit supply rose to 75%, according to data from Alphractal.

On the 25th of June:

➡️Arizona PASSES Bitcoin Reserve bill HB2324. The Arizona House passed HB 2324 (34-22) after Senate approval (16-14). Pending Governor Hobbs' approval, the bill allows the State Treasurer to create the "Bitcoin and Digital Assets Reserve Fund". If signed by Governor Hobbs, it will be the state's second reserve bill passed into law.

➡️Barclays Bank buys $131m of BlackRock’s Bitcoin ETF. But bans customers from using cards on cryptocurrency. Funny, isn't it?

➡️ Bitcoin PR machine: "Bitcoin is a global, scarce, decentralised asset that's not associated with any one country.” - BlackRock's Head of Digital Assets, Robert Mitchnick

➡️Daniel Batten:
“The telephone has too many shortcomings to be seriously considered as a means of communication.” — 1876 Western Union internal memo

“I believe in the horse. The automobile is a transitory phenomenon" ~Kaiser Wilhelm II ~1905

"There's no reason anyone would want a computer in their home" ~Ken Olson, co-founder of DEC, 1977

“By 2005 or so, it will become clear that the Internet’s impact on the economy has been no greater than the fax machine’s.” ~Paul Krugman (nobel prize winning retard) 1998

“There’s no chance that the iPhone is going to get any significant market share.” ~Microsoft CEO Steve Ballmer, 2007.

"In 10 years, Bitcoin will be closed down" ~Jamie Dimon, Jeffrey Epstein's Banker, 2025

Meanwhile, as mentioned in one of my previous recaps, JPMorgan is offering Bitcoin services to its clients. Again, I would question how the CEO of a bank can legally/fiduciarily have his company engaged in the Bitcoin ecosystem, as he believes it’s a fraud.

➡️BIS Claims Stablecoins Fail As Money, Calls For Strict Limits On Their Role. Source: https://www.zerohedge.com/crypto/bis-claims-stablecoins-fail-money-calls-strict-limits-their-role

Also, BIS: actively researching how to make their own. TLDR: Shaking in their boots.

LynAlden (nprofile…u7e3) Lyn Alden is spot on:

"If they fail as money, then there’s no need for “strict limits” on them. They would just stagnate on their own. What actually worries central bankers is that they are attractive to many people in the world as money."

Oh, and to add to the above... Who's going to tell them that the "fails as money" logic applies to all fiat? This is after JPM files for a stablecoin.

➡️'US Federal Housing Finance Agency orders Fannie Mae and Freddie Mac to count Bitcoin & crypto as an asset when assessing mortgage eligibility. HUGE!' -Bitcoin Archive

This was the only way to slow a sudden and violent $350T exodus out of property and into Bitcoin. Millions of BTC now no longer need to be sold. Many investors are soon going to find out that they can start using the best-performing asset of the last decade as collateral.

River: "The assets are only counted for a mortgage if stored at a regulated US exchange. This may become a driving factor for all exchanges to finally implement Proof of Reserves."

➡️Alex Thorn: "Bitcoin dominance has been rising consistently for a year after 16 years and tens of millions of altcoins, Bitcoin is still two-thirds of the entire crypto market makes you think."

➡️This week in corporate Bitcoin adoption: These 9 members of @BitcoinForCorps have collectively added 11,958.45 BTC to their corporate treasuries.

➡️Fidelity: Bitcoin and the wider digital assets landscape continue to evolve, and institutional strategies should too. Stay informed with our curated summer reading list. Find all our Bitcoin-focused pieces featuring exclusive insights from our Research team: https://www.fidelitydigitalassets.com/topics/digital-assets-and-traditional-investing?ccsource=owned_social_bitcoin_page_x

➡️H100 Group Acquires 19.38 BTC and now has a total of 200.21 Bitcoin.

➡️Green Minerals, a mineral miner in Norway, purchased its first 4 BTC. Last Monday, they announced the adoption of a Bitcoin Treasury Strategy with goals of up to $1.2 bn in BTC.

➡️River: The savings account is an illusion. It gives millions a false sense of security, while inflation quietly drains their wealth. This is why we save in Bitcoin.

➡️CEO of America’s largest Bitcoin mining company, Marathon’s @Fgthiel, gave a keynote speech at the Bitcoin Policy Summit in Washington, D.C.

➡️NEW paper: Integrating Bitcoin mining with biorefineries can Avoid waste by creating an additional revenue stream that could lower prices for bio-based products. Support renewable energy growth by acting as a flexible, off-grid power sink that reduces flare emissions.

Source: https://www.mdpi.com/2079-8954/13/5/359

Daniel Batten: dsbatten (nprofile…uwsn)

Key findings for Policymakers/Regulators: Support early adoption and renewable energy access to boost green industries, but avoid restrictive taxes that drive miners away. General Findings: This shows mining can align with sustainability, using renewable energy to make biorefineries viable, proving Bitcoin’s potential beyond energy consumption. Strategic timing and cost management are key to success.

➡️Worst move ever?

Bit Digital is transitioning into a “pure play Ethereum staking and treasury company.” It will sell its 417 Bitcoin, shut down its Bitcoin mining operations, and redeploy the proceeds into ETH. Swapping Bitcoin for Ethereum and ditching Proof-of-Work? Oh well, 'weird way to announce you're going out of business'.

➡️River: 18 Nation States are estimated to own Bitcoin.

➡️Hut 8 Corp. doubles its Bitcoin-backed credit facility with Coinbase Credit from $65M to $130M, extending the maturity to July 15, 2026.

On the 26th of June:
➡️'Ledger is phasing out the Ledger Nano S, the best-selling crypto hardware wallet in history. They caution that ongoing support for the Nano S is not guaranteed and are urging users to upgrade, requiring them to re-enter their seed phrase into a new device. This process exposes users to phishing risks. A Ledger data leak has already led to a surge in targeted scams, including fake but official-looking letters sent by mail, prompting users to enter their seed phrase into fraudulent devices.' - Bitcoin News

In other words, be safe and choose a different hardware wallet to avoid phishing and to prevent Ledger from retiring your new device. Play shitcoin games win shitcoin prizes. Best practices - Bitcoin Only, Open source, Airgapped.

➡️The IMF now classifies Bitcoin as a capital asset!

➡️One month after Pakistan announced Bitcoin reserve intentions, Pradeep Bhandari, spokesperson for India’s ruling BJP party, called for a Bitcoin reserve pilot. Hello, game theory.

➡️Bluebird Mining, a gold miner, increased its goals and now aims to raise a minimum of £10 million ($13.7 million) to start its "digital" gold strategy and buy Bitcoin. Yesterday, they announced a £2 million funding facility, but they received unprecedented multiple offers. They are also looking to get listed on OTCQB.

On the 27th of June:

➡️Bakkt Holdings Inc. files investment policy update saying it may buy $1 billion in Bitcoin.

➡️Documenting Bitcoin: "University of Texas Leases Land to Mine Bitcoin and Generate Cash for Hundreds of Thousands of Students."

Source: https://www.chaincatcher.com/en/article/2185593

➡️"Bitcoin is digital gold. It's in the US's best interest to accumulate as much BTC as we can possibly get," - Executive director of the Presidential Council of Advisers for Digital Assets, Bo Hines.

Bitcoin News: "If the US unveils a Bitcoin accumulation plan this summer, it could trigger a global arms race, with nations scrambling to secure sovereign BTC before it’s too late."

➡️ECB: Moving closer and closer to communism.

https://www.ecb.europa.eu/press/blog/date/2025/html/ecb.blog20250627~e439c6cd07.en.html

Daniel Batten: "Today, we urgently need to take retail (your) savings, and deploy them into capital markets that finance EU (our) priorities." 100 years ago, the US government forced private citizens to redeem their gold for a low rate, so this is not without precedent.

"Urgent need" to "channel retail savings into EU capital markets"; article mentions "tax incentives" five times.

For the normbies / no coiners....

Read: Your money, which is yours, could be put to much better use by us. Because you will not voluntarily give it to us, we will create legislation that you don't understand, that will enable us to decide what is done with your money.' Ergo, the European Central Bank wants to use retail savings to “finance EU priorities”. Bitcoin is the only money they can’t steal from you.

I am hard pressed to think of anyone in Europe doing a better job of demonstrating the clear and immediate use case for Bitcoin to all European citizens than the ECB. This might just be the best Bitcoin marketing campaign yet! Got Bitcoin?

➡️Daniel Batten: How The IMF Prevents Global Bitcoin Adoption (And Why They Do It) 'For 3 months, I've quietly been working on exposing what the IMF has done behind the scenes to prevent nation-state Bitcoin adoption. It's out in the open now': https://bitcoinmagazine.com/featured/how-the-imf-prevents-global-bitcoin-adoption-and-why-they-do-it

Incredible article, must read!

The IMF is more than this story. It is the catalyst for many anti-sovereign policies. Once you understand how powerful a weapon debt is, you realize that it's more powerful than any army because it works by stealth, and people underestimate its strength. Once a nation takes a loan, it loses part of its sovereignty. Share this article and the unethical behavior of the IMF as many times as possible.

➡️Bhutan says it will now HODL its bitcoin reserves for the long term instead of liquidating to fund government spending - WSJ Bhutan now holds $1.3 BILLION Bitcoin, which is 40% of its GDP!

➡️Bitcoin long-term holder supply surged by a record 800K BTC in the past 30 days, with only six instances of a 750K BTC increase in Bitcoin’s history, per CryptoQuant data.

➡️On-Chain College: "Every cycle, this cross marks the Bitcoin top. Either this time is different, or there’s a lot more bull run left to play. Sit tight."

➡️Ric Edelman, who advises over $250B in wealth, just raised his Bitcoin allocation recommendation to as high as 40%. Why? “Four years ago, we feared government bans. Now, every member of the president’s cabinet owns Bitcoin.” In 2021, he recommended a 1% allocation...

On the 28th of June:

➡️Documenting Bitcoin:

"Next ₿itcoin Halving Progress ▓▓▓▓▓░░░░░░░░░░░░░░░░ 30% Loading…

Please Hodl

Current Block: 902,995

Halving Block: 1,050,000

Blocks Remaining: 147,005

Days Remaining: 1,021 days"

➡️Ethiopia made over $55 million in just 10 months by mining Bitcoin. This electricity would otherwise have gone to waste because Ethiopian Electric Power (EEP) hasn't yet built the transmission lines to supply all that electricity generated. So, in the meantime, the dam authorities sell electricity to Bitcoin mining companies, contributing 18% of EEP's total revenue last year. With the extra profit, they fast-track the building of new transmission lines so they can get that extra electricity to people sooner. It's an incredible and inspiring story, backed up by data.

http://bitcoinbirr.org/assets/files/The-StateofBitcoinMininginEthiopia-BitcoinBirr03.13.2025.pdf

** On the 29th of June:**

➡️Binance Research says BTC has historically bounced back after major geopolitical events, averaging a 37% return 60 days post-event since 2020.

On the 30th of June:

➡️National Bank of Kazakhstan Governor says they are working to establish a Bitcoin reserve. Kazakhstan's National Bank supports creating a Strategic Bitcoin Reserve and will engage with parliament to prepare the necessary legal framework.

➡️Germany's largest banking group, Sparkassen, to launch Bitcoin and crypto trading services. +370 local savings banks +50 million customers. The Sparkasse will enter the trading and custody of Bitcoin in Germany within the next 12 months!

The implementation will take place via DekaBank, which already holds its own crypto custody license.

Just want to end this segment with the following picture...

Faster. Cheaper. Borderless. Bitcoin

🎁If you have made it this far, I would like to give you a little gift:
What Bitcoin did: "Jeff Walton is a financial analyst, a former reinsurance broker, and the Founder of True North.

In this episode, we break down the rise of Bitcoin treasury companies, why Strategy is playing an entirely different game, and how Saylor’s new financial instruments are creating a Bitcoin-native yield curve. We also discuss how these instruments could absorb trillions from the fixed income market and what that means for Bitcoin’s long-term price floor.

We get into the risks of corporate treasury models, why some of the new entrants look like the 2017 ICO market, whether these structures could lead to reflexive crashes in a bear market, and the future of equity in a Bitcoin-denominated world." https://www.youtube.com/watch?v=cUeU-S4H31c

Credit: I have used multiple sources!

My savings account:

Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly.

Use the code SE3997

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀

⠀⠀ ⠀ ⠀⠀⠀

Do you think this post is helpful to you?

If so, please share it and support my work with a zap.

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⭐ Many thanks⭐

Felipe - Bitcoin Friday!

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The Latest Bitcoin & Macro news: Weekly Recap 23.06.2025 If ...

2025-07-01T08:04:25+02:00

The Latest Bitcoin & Macro news: Weekly Recap 23.06.2025

If you would rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) Click here:

https://habla.news/a/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqqxnzde4xyenzwpjxymnydeslcdwyc

Do you think this post is helpful? If so, please share it with your friends, family co-workers, and support my work with a zap.

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⭐️ Many thanks⭐️

Felipe - Bitcoin Friday!

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

Nostr event nevent1qqsp5j9lfze8khs4u8h9vr0mvg5x3vsn49q858rvwzptgl4x0x08djqzyq78msk9slhvupg0h3jcpxckp8geyplcyhwhva2tnyz7nj5q2ep2suetfee

2025-07-01T08:03:49+02:00

Maybe next week!?😏

2025-06-16T22:31:26+02:00

In reply to nevent1q…y46w
_________________________

Maybe next week!?😏

The Latest Bitcoin & Macro news: Weekly Recap 02.06.2025 If ...

2025-06-06T23:39:17+02:00

The Latest Bitcoin & Macro news: Weekly Recap 02.06.2025

If you would rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) Click here:

https://habla.news/a/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqqxnzde58yergvf3xu6njwfka8g7l4

Do you think this post is helpful? If so, please share it with your friends, family co-workers, and support my work with a zap.

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⭐️ Many thanks⭐️

Felipe - Bitcoin Friday!

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Nostr event nevent1qqswtj9qchlshe82etxhhve7sq2q3ustjwaahts0azhpfrvc853xmcqzyq78msk9slhvupg0h3jcpxckp8geyplcyhwhva2tnyz7nj5q2ep2sssxtlz

2025-06-06T23:37:07+02:00

🧠Quote(s) of the week:
"The real Bitcoin Strategic Reserve is the Bitcoin held in the wallets of individual citizens. A strong nation of citizens who have strong Bitcoin reserves is going to be okay." - Marty Bent

🧡Bitcoin news🧡
"The premise required for the universe to function is the conservation of energy. A person without energy is a ghost. An object without energy is an image. Money without energy is credit." —Michael Saylor

On the 26th of May:

➡️'Bitcoin capital flows could exceed $120B by the end of 2025 and reach $300B in 2026, per Bitwise. U.S. spot Bitcoin ETFs attracted over $36.2B in net inflows during 2024, outperforming expectations and exceeding early SPDR Gold Shares (GLD) performance by 20x.' -Bitcoin News

➡️Michael Saylor's STRATEGY becomes the first company to hold over 500,000 Bitcoin on its balance sheet. Over the last 64 days, Saylor has purchased approximately 80,000 Bitcoin.

➡️River: '2-3% inflation per year sounds harmless... until you zoom out. Every line on this chart is a reason Bitcoin exists.'

➡️State Street Corporation has bought 1.13 million Strategy₿ $MSTR stocks for 344.78 million dollars at an average price of $304.41 per share in Q1 2025. Their total holdings are 4.98 million shares worth over 1.84 billion dollars.

On the 27th of May:

➡️Cantor Fitzgerald officially launches $2 BILLION Bitcoin-backed lending with first loans, partnering with Anchorage Digital and Copper. - Bloomberg

➡️Trump Media Announces Approximately $2.5 Billion Bitcoin Treasury Deal. Trump Media is following the MSTR playbook. With that amount, you can now buy over 22,500 BTC. TMTG would then enter the list of largest corporate Bitcoin holders in fourth place.

Pledditor: "Trump just sabotaged Cynthia Lummis's BITCOIN ACT by doing this I see no future where Trump buys billions of dollars of bitcoin and then Congress codifies SBR into law. The corruption is just too brazen." Spot on! Considering the brazen corruption so far this actually makes it more likely.

➡️'Jack Dorsey’s Block to launch Bitcoin Lightning Payments on all Square terminals!' -Bitcoin Archive

Jack Dorsey’s Block is launching Bitcoin payments on Square at the Bitcoin Conference. Merchants can choose to hold the BTC or automatically convert it to fiat. The feature will expand to more sellers later this year.

➡️Sminston With: "But yes, I'm sure this cycle has peaked."

'Bitcoin cycles @ power law fit, a la 365-day SMA At ~$110,000/coin today, the 365-dSMA is only touching the trendline; History shows each cycle moving 2-3x higher than this. Have a nice day!'

➡️Whales have shifted to net distribution with a score around 0.3, reversing their earlier accumulation pattern during this year's price rallies, according to data from Glassnode.

➡️Fast food giant Steak 'n Shake announced they're saving 50% in processing fees accepting Bitcoin payments '#Bitcoin is faster than credit cards'

➡️BlackRock increases Bitcoin exposure for their own funds. The Strategic Income Opportunities Portfolio now holds 2,123,592 shares of IBIT as of March 31 (worth $99.4M) up from 1,691,143 shares on December 31.

➡️Interesting, so Michael Saylor is refusing to publish on-chain proof of Bitcoin reserves...

If Metaplanet and El Salvador can do proof of reserves, why not Strategy? At the end of the day, it's investors' money that is being used to buy Bitcoin. What am I missing?

Arkham: 'SAYLOR SAID HE WOULD NEVER REVEAL HIS ADDRESSES ... SO WE DID We have identified an additional 70,816 BTC belonging to Strategy, bringing our total identified MSTR BTC holdings to $54.5 Billion. We are the first to identify these holdings publicly. This represents 87.5% of total MSTR holdings (including assets in Fidelity Digital’s omnibus custody).'

https://intel.arkm.com/explorer/entity/microstrategy

Don't Trust, Verify!

On the 28th of May:

➡️GameStop CEO says the company bought 4,700 #Bitcoin because it's better than gold. "It has asymmetric upside."

Parker Lewis: Gamestop bought 4,710 Bitcoin (or 471 billion bitcoins) and the CEO says things like "if the thesis is correct." That is a scary place to be, relying on some thesis. "But, we'll see what happens."

Zero vision, great. This pretty much sums up the Bitcoin conference from last week: a repetitive parroting of Bitcoin fundamentals with zero substance beyond “buy Bitcoin, it’s the future.”

Most of the time these people will do the following thing. Sell low after buying high. Anyway, Gamestop is up 4.20% in pre-market after announcing a purchase of 4,710 Bitcoin. They're now the 13th largest public company holder of BTC in the world.

➡️IMF says "efforts will continue" to prevent El Salvador from acquiring more Bitcoin.

➡️The U.S. Department of Labor has officially reversed its 2022 guidance on Bitcoin and crypto in retirement plans.

➡️ UK MP @EmmaforWycombe writes that the “UK government currently has no plans to adopt a strategic bitcoin reserve.” She believes Bitcoin’s “properties as an asset nonetheless remain inconsistent with the objectives and investment principles that govern the Government's foreign exchange reserves.” The UK government appears dead set on fumbling a bag of 61,000 BTC. HFSP!

➡️Ryan Gentry: 'The biggest news at @TheBitcoinConf just dropped. @milessuter shared that the c= routing node is earning 9.7% APR on its bitcoin liquidity (which I’d estimate at ~$10M, 50% of its 184 BTC of public capacity). True non-custodial yield based on the utility of bitcoin payments.'

Great response on the matter by Sam Callahan: "Imagine a treasury company with 1,000 BTC earning ~10% annual yield. Sovereign, Bitcoin-native yield without counterparty risk that’s tied to the economic activity of Lightning instead of interest rate policy. At $1M per BTC, that’s $100M in annual recurring revenue."

9.7% REAL yield on a payment network while holding the keys to their BTC the entire time!! Madness! The constant claims that no one uses lightning are ridiculous.

On the 29th of May:

➡️ Investors are selling gold for Bitcoin - Bloomberg Gold ETF outflows: -$2.8 billion Bitcoin ETF inflows: +$9 billion.

➡️'Spanish banking giant Banco Santander looking to make Bitcoin and stablecoins available to retail clients. Santander has 175 million customers worldwide and is the BIGGEST lender in the Eurozone.' - Bitcoin Archive

➡️The U.S. Department of Labor rescinded 2022 guidance discouraging 401(k) plans from including Bitcoin and cryptocurrency, allowing retirement plans to potentially include Bitcoin and other digital assets. If just 1% of the $8 trillion in 401k funds flows into Bitcoin, that’s $80 billion of new demand, and 2x more than what’s flowed into Bitcoin ETFs.

➡️ Blockstream launches the Blockstream App, enabling users to buy Bitcoin directly and store it in a self-custodial wallet, eliminating the need for third-party custodians.

➡️$550 billion DBS bank says Bitcoin mining could help stabilize the grid and reduce emissions.

➡️Tether reveals that it owns over 100,000 Bitcoin & +50 tons of gold.

➡️Paris Saint Germain adopts Bitcoin as a Treasury Reserve asset.

➡️'The supply of BTC held by long-term holders has now increased by OVER 1.4 MILLION in under 3 months! The market's most experienced participants are refusing to sell Bitcoin at these prices, and soon there won't be enough $BTC left for those late to the party...' - Bitcoin Magazine Pro

On the 30th of May:

➡️Joe Consorti:

It was foretold. Should Bitcoin follow global M2 all the way down on this correction, we may see $97,500. May not happen, may see lower, nobody knows. The only certainty is that the global aggregate of fiat denominated in USD will rise, and so too will BTC follow it in time.

➡️Buy Real Bitcoin, and NOT:

⇒ BTC Companies,

⇒ Wrapped BTC

⇒ BTC IOU's

⇒ ...

Bitcoin in self-custody is the only way you get all the benefits of BTC.

And please, as Wicked described it perfectly: 'Don’t run a node for Bitcoin, run and use it for yourself. Your humble little node isn’t saving the network, but it can protect your privacy and verify that the coins you receive are legit…if you’re actually using it.'

On the 31st of May:

➡️The Texas legislature has passed the Strategic Bitcoin Reserve bill. It now goes to Governor Abbott who is expected to sign it into law. This is a historic moment for Bitcoin and Texas, one of the largest (8th largest) economies in the world.

➡️Bitcoin News: 'Norwegian digital asset firm K33 has raised 60 million SEK (about $5.6 million) to expand its Bitcoin treasury. The funds were secured from insiders and strategic investors, including Klein Group and Modiola AS. CEO Torbjørn Bull Jenssen said the move reflects K33’s belief in Bitcoin’s long-term role in global finance and strengthens the company’s balance sheet as it grows its presence as a leading crypto broker in Europe.'

➡️ IMF raises concern over Pakistan‘s Bitcoin mining power plans. They want everyone under their control. They can't do it with Bitcoin. They might be losing another 'customer'. The IMF sees all the debt slaves becoming financially sovereign and independent by embracing Bitcoin.

I have rewritten Daniel Batten's quote/post on this matter:

**

'Why Pakistan’s Bitcoin Plans May Not Survive the IMF"
**

While I’m an optimist by nature—and I truly hope I’m wrong—I believe Pakistan will struggle to follow through on its Bitcoin and Bitcoin mining ambitions.

Short Answer: The IMF
Mid-Length Explanation:
Bitcoin poses a significant threat to the IMF’s influence—on at least five fronts.
Pakistan is heavily indebted to the IMF, and history shows a clear pattern: the IMF has already derailed or scaled back Bitcoin initiatives in all of the three countries that attempted adoption—El Salvador, Argentina, and the Central African Republic.
Pakistan will likely face similar pushback.
And given Pakistan’s economic vulnerabilities, it’s equally likely that the IMF will succeed.
What the IMF’s Next Steps Might Look Like

Manufacturing Doubt and Delay The IMF will likely begin by generating fear, uncertainty, and doubt (FUD) around the viability of Pakistan’s Bitcoin program. Expect references to:
“Energy shortages”
“High electricity costs”
“Unclear regulatory frameworks”
“Anti-money laundering (AML) concerns”
These will be framed as responsible concerns by a seasoned financial guardian. The IMF may also imply that Pakistan acted prematurely, noting the country did not consult the IMF before announcing its Bitcoin initiative—suggesting a lack of due diligence. However, these objections are highly debatable. Multiple peer-reviewed studies show that Bitcoin mining can improve grid stability and lower electricity costs. Moreover, examples like Bhutan and El Salvador demonstrate how Bitcoin can enhance economic sovereignty. But that’s precisely the issue: economic sovereignty reduces the IMF’s lending relevance, and that’s not in the IMF’s institutional interest.

Weaponizing Debt and Conditionality
Under its $7 billion Extended Fund Facility program, the IMF is likely to:

Demand FATF-compliant crypto regulation
Prohibit state-level Bitcoin accumulation
Tie loan disbursements to rollbacks on Bitcoin and mining-related policies
This approach exploits Pakistan’s financial dependence on IMF loans to meet external debt obligations and maintain its foreign exchange reserves.

Enforcing Compliance Through Vulnerability
Pakistan’s financial position leaves little room for defiance:

It faces $12.7 billion in debt repayments in FY 2025.
Without IMF support, reserves could fall below $4 billion, covering less than one month of imports—far below the threshold needed for macroeconomic stability.
A repeat of early 2023, when reserves fell to $2.92 billion, would likely trigger another balance-of-payments crisis.
This would pressure the Pakistani rupee, already having depreciated from PKR 100 to over 330 per USD since 2017, and could push the country closer to default. Given its past FATF grey-listing, Pakistan cannot afford another multilateral funding freeze.

So What Does This All Mean?

It means the gloves are off.

The IMF is no longer merely advising—it’s actively resisting. Bitcoin threatens its long-standing monopoly over financially vulnerable nations, and Pakistan is shaping up to be the fourth test case of this resistance. If the IMF pressures Pakistan into reversing course, it will mark a 4-for-4 track record in blocking Bitcoin adoption efforts by countries under its financial umbrella.

The Bigger Picture

This is how entrenched institutions behave when facing disruption. They won’t stand aside—they’ll use every tool available to defend the system they control.

If a nation wants to adopt Bitcoin, it must either:

Be financially independent, like Bhutan or even the United States, or
Secure alternative funding, so IMF leverage becomes ineffective.
Bitcoin isn’t just a financial network. It’s a threat to the debt-based global order—and that means those invested in the status quo will fight back.'

➡️'Recent analysis by market research firm Alphractal suggests that, based on its current Sharpe Ratio, a key measure of risk-adjusted returns, Bitcoin still has room to run. The metric, which compares excess returns to volatility, is trending upward but remains well below the historical levels that have marked past market tops in 2013, 2017, and 2021.' - Bitcoin News

➡️Publicly-listed Brazilian fintech Méliuz to raise $78m to buy more Bitcoin, after buying $26.5m Bitcoin yesterday.

On the 1st of June:

➡️Bitcoin made its Highest Monthly Close ever last night!

➡️ Someone just donated 300 Bitcoin worth +$30m to Ross Ulbricht, founder of SilkRoad.

https://intel.arkm.com/explorer/entity/ross-ulbricht

ZakeXBT: 'Interestingly the 300 BTC appears to come from Jambler outputs (sketchy centralized mixing service) Whereas normal privacy enthusiasts use decentralized mixers (Wasabi, Samourai, etc).'

Even if he is washing his own Bitcoin, (I don't think he is that stupid) not everyone is a sheep what he does is his own business no need to attract attention to it. I really don't give a damn if he still had those funds, or if it's donations. Good for him in any case.

➡️ New Record Bitcoin Hashrate 920,000,000,000,000,000,000x per second.

Bitcoin's global hashrate has reached a new all-time high, with data from Hashrate Index showing a 7-day simple moving average peak of 943 EH/s.

➡️Top Bitcoin holders:

Satoshi Nakamoto: 1.1M BTC ($114B)
Coinbase: 983K BTC ($103B)
Binance: 619K BTC ($65B)
BlackRock: 600K BTC ($63B)
Strategy: 580K BTC ($47B)
Fidelity: 346K BTC ($36B)
Grayscale: 218K BTC ($23B)
U.S. Government: 196K BTC ($20B)
On the 2nd of June:

➡️IG Group becomes the first UK-listed firm to offer Bitcoin trading to retail investors - Financial Times “Customer demand [for bitcoin] is reaching a tipping point,” says MD Michael Healy

➡️Tether moved 14,000 Bitcoin worth +$1.4 BILLION to Twenty-One Capital (XXI) as part of its investment.

➡️Hong Kong-based Reitar Logtech announces they will buy $1.5 billion Bitcoin for their reserves — SEC filing The logistics and real estate company says the move strengthens its financial foundation as it scales its global tech platform.

➡️Russia's largest bank Sberbank launches structured bonds tied to Bitcoin. Source

"No power on earth can stop an idea whose time has come"

➡️Australian Bitcoin ETFs took in 60x more funds thant Gold ETFs in May - AFR Bitcoin = $87.3m Gold = $1.5m

🎁If you have made it this far, I would like to give you a little gift:
Lysander: "Lyn Alden gave one of the clearest breakdowns of why the U.S. is on an unstoppable fiscal path—and why Bitcoin matters more than ever because of it.

Lyn Alden walks through the numbers behind the federal deficit, interest expenses, Social Security, and the structural changes that happened post-2008. The short version? We’re in a new era. One where the government can’t slow down even if it wants to.

The debt is compounding. The interest expense is rising. The trust funds are running dry. And the political will to do anything about it doesn’t exist.

Her phrase: “Nothing stops this train.” Not because of ideology, but because of math—and human nature.

This isn’t hyperinflation doom-talk. It’s a sober look at what happens when a system built on ever-growing debt reaches its limits—and why Bitcoin, with its fixed supply and transparent rules, is the opposite of that system.

Highly recommend watching this one all the way through."

https://x.com/UnderCoercion/status/1928280669764931860

Credit: I have used multiple sources!

My savings account: Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly.

Use the code SE3997

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀

⠀⠀ ⠀ ⠀⠀⠀

Do you think this post is helpful to you?

If so, please share it and support my work with a zap.

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

⭐ Many thanks⭐

Felipe - Bitcoin Friday!

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

The Latest Bitcoin & Macro news: Weekly Recap 26.05.2025 If ...

2025-06-01T14:47:12+02:00

The Latest Bitcoin & Macro news: Weekly Recap 26.05.2025

If you rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) click here:

https://habla.news/a/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqqxnzde58qmrxdehxqcnjdf360na8f

Do you think this post is helpful? If so, please share it with your friends, family co-workers, and support my work with a zap.

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

⭐️ Many thanks⭐️

Felipe - Bitcoin Friday!

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

https://i.ibb.co/bj5YH1Fq/media-cache.jpg On Nostr, I will ...

2025-06-01T14:46:14+02:00

On Nostr, I will exclusively share the most significant Bitcoin news. (this note)

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

The Latest Bitcoin & Macro news: Weekly Recap 26.05.2025

🧠Quote(s) of the week:
Fred Krueger: 'Generally, people overanalyze too much. Bitcoin is amazing tech. It works. It has been the top-performing asset in 13 of the last 15 years. Stop with the analysis. Buy it. Don't trade it. Don't look for "entry points". And don't do a 1% allocation either. Grow a pair.'

🧡Bitcoin news🧡
Money. Time. Energy. You only get to pick two… Unless you’re a Bitcoiner.

On the 19th of May.

➡️ El Salvador is $357 million in profit on Bitcoin holdings.

➡️Metaplanet ended Monday as Japan's 9th most traded stock, with ¥61.69B ( $425M) daily volume, surpassing Toyota, SoftBank, and Nintendo.

➡️Circle $USDC in "informal talks" to sell itself to Coinbase or Ripple, Fortune reports. WhalePanda: "Imagine running a $60 billion stablecoin in such an incompetent way you can't even turn a decent profit and desperately have to sell."

➡️Panama introduces a bill to allow citizens to buy, sell, and accept Bitcoin freely anywhere in the country.

On the 20th of May:

➡️

Tick Tock next block, but it seems like we are right on schedule. Bitcoin is doing exactly what it was designed to do.

➡️BTC just hit a new ATH in Argentina Weak currencies first. Then all of them.

➡️ThumzUp Media officially files to raise $500m to buy Bitcoin as a treasury reserve asset.

➡️Indonesian fintech DigiAsia's stock surges over 90% after announcing plans to raise $100M for a Bitcoin treasury.

➡️River: America’s story began with sound money. Hard-working Americans saved their wealth in gold-backed money. Today, Bitcoin carries that torch forward.

Insane stat! Bitcoin is now the people's money. Imagine the price when nation-states get on board.

The US government is outpacing global rivals like China by embracing Bitcoin. The federal government's Bitcoin holdings now represent twice its global market share of gold reserves.

Worth the read: https://blog.river.com/american-bitcoin-advantage/

'In this report, you'll learn about:

Why Bitcoin is an underestimated pillar of American dominance.
America’s lead in Bitcoin businesses, institutions, development, and policy.
Bitcoin's emergence as America’s reserve asset.'
Ergo: America is the dominant Bitcoin player in just about every dimension: investment, government reserves, development, institutional embrace, supportive policy, and mining.

➡️Texas Bitcoin Reserve bill SB 21 will be considered on the second reading in the House this morning. Note: the Texas Constitution requires that second and third readings be conducted on separate days. If it passes today, then the final vote could be tomorrow

➡️Bitcoin accumulation trends signal bullishness with smallholders (<1 BTC) accelerating accumulation (score ~0.55), and whales (100-10K BTC) aggressively buying. Source: Glassnode

➡️French company The Blockchain Group raises €8.6 million to buy more Bitcoin. Press release

➡️Chinese printer manufacturer Procolored unknowingly distributed Bitcoin-stealing malware through its official device drivers, resulting in 9.3 BTC ($950K) stolen from users.

https://x.com/MistTrack_io/status/1924411803540590728

➡️Bitmine launches its Bitcoin Treasury Advisory Practice with a $4M deal, including $3.2M for leasing 3K Bitcoin miners and an $800K consulting agreement

➡️Bitcoin's correlation to gold is at its lowest since February 2025, per Glassnode data.

➡️UK-listed Smarter Web Company adds 16.42 BTC to its treasury at an average price of $104,202. Total Holdings: 35.62 BTC The Smarter Web Company is stacking with conviction—building a treasury designed for the long term.

On the 21st of May:

➡️Vivek's Strive Asset Management looking to buy up to 75,000 Bitcoin from Mt. Gox claims at a discount to build a Bitcoin treasury.

➡️Bitcoin is $1k from an all-time high and the Google Trends chart looks like this.

On the 22nd of May:

Happy Pizza Day! 15 years ago today Laszlo Hanyecz bought 2 pizzas for 10,000 Bitcoin. That Bitcoin is now worth $1.2 BILLION.

Will Baxter: "But how did he get that much bitcoin? Well, there’s a lot more to Laszlo's story than those pizzas. Here are four facts about him most people don’t know (the last one blew my mind):

Laszlo, a Mac developer, discovered bitcoin in 2010. After realizing that Bitcoin only ran on Windows, he took it upon himself to port it to Mac OS. He built and released the first bitcoin client for Mac making it accessible to more users.
In its earliest days, bitcoin could be mined with just a CPU, something that every computer has. But Laszlo had other plans. In mid-2010, he released a solution that would allow users to mine with their GPUs. Laszlo is single-handedly responsible for ushering in the era of GPU mining which massively increased Bitcoin’s total hashrate.
By being one of the early adopters of GPU mining, Laszlo enjoyed a massive jump in mining efficiency and hashrate, which meant that he was able to mine a lot of blocks. In total, Laszlo’s Bitcoin wallets received more than 80,000 BTC over the first few months of the GPU mining era. It’s estimated that Laszlo mined well over 100,000 BTC in Bitcoin’s early days.
Laszlo has single-handedly mined more Bitcoin than any publicly listed Bitcoin mining company. As an example, MARA, the largest publicly traded Bitcoin miner by market capitalization, has mined an estimated 48,000 BTC since 2018. Laszlo and his GPUs managed to mine more than twice that amount! Incredible. (foto)
➡️Pizza slice inscribed on the Bitcoin blockchain forever! Block #897813

➡️Strategy: 'Bitcoin Pizza Day at Strategy. Paid for with USD.'

Kinda disgusting. The largest Bitcoin Treasury Company is not even able to pay for pizza in Bitcoin on Bitcoin Pizza Day? Why did they even bother to buy pizza today? They show zero understanding of the meaning of Pizza Day and Bitcoin history.

Plebs all around the world are celebrating Pizza Day by "spend and replace" Bitcoin for some lovely pizzas. What is Saylor doing? He decides to use his giant megaphone to stomp all over it. "Pay with Dollars. Eat the Pizza. Keep the Bitcoin." That post rubbed me the wrong way. That’s because they are not bullish on the payment use case of Bitcoin. I have been saying all the time: that he has an agenda against the medium of exchange. This is plausible as Saylor never minced words as far as I know. His model is HODL. Spending would contradict.

Not sure if I am overreacting because of store of value for several more years will eventually lead to a Medium of Exchange Bitcoin world.

As you might already know I am not particularly a fan of the whole Bitcoin treasury - public companies.

Read the following thread why, an excellent thread on the risks of Bitcoin treasury companies by a bitcoiner.

https://x.com/lowstrife/status/1925717037915005357

➡️For the first time in history, Bitcoin is now trading above $111,000 and just surpassed $2.2 TRILLION in market cap for the first time in history. $3 Billion worth of Bitcoin shorts to be liquidated at $120,000 Small, tiny reminder. In 2021 dollars, Bitcoin hasn’t broken $100K yet. We need to hit $118K to meet that milestone. Celebrating $1 million (eventually) might not be as much fun as you think.

➡️H100 Group buys 4.39 BTC and becomes Sweden's first publicly listed #Bitcoin treasury company. After announcing its first Bitcoin purchase shares surged 37%. A small stack, big signal.

➡️Bitcoin has now surpassed both Amazon and Google to become the 5th largest asset in the world, and Bitcoin just surpassed the Taiwan Dollar and is now the 8 largest currency in the world. Nothing stops this train.

➡️Michael Saylor's 'Strategy' now has a $23.8 billion unrealized profit on its Bitcoin portfolio. Meanwhile, Strategy is to sell up to $2.1 billion of 10% preferred stock.

➡️'Traditional finance consensus: "What's the use case for BTC?" Allowing Millennials to afford a home despite Boomer policymakers actively pursuing policies to prevent them from doing so Median US home price, price in BTC, 2020-today IMO, this chart is going <1 in coming yrs.' - Luke Gromen

Just to give you one more perspective on this topic:

➡️Joe Consorti: US real estate has been in a 15-year bull market. But guess what? Priced in bitcoin, the average US home price has dropped from ~3 million BTC to just 4.38 BTC in 15 years. All assets are deflationary in Bitcoin terms.

➡️Taiwanese Legislator has proposed a Bitcoin Strategic Reserve at 0.1% of GDP = $780m

➡️Chinese automaker Jiuzi Holdings to buy 1,000 Bitcoin for treasury.

➡️ 'Singapore's Genius Group buys another 24.5 Bitcoin. Now holds 85.5 Bitcoin, 1,000 BTC target confirmed.' - Bitcoin Archive

➡️Standard Chartered expects Bitcoin to hit: - Q2: $120,000 by the end of Q2 - Q4: $200,000 by late 2025 - 2028: $500,000

➡️On-Chain college: 'New ATH for Bitcoin yet realized profit is significantly lower than the last two local tops and prior cycle tops. HIGHER'

Not sure about that. Could be a double top.

On the 23rd of May:

➡️The Blockchain Group confirms the acquisition of 227 BTC for ~€21.2 million, the holding of a total of 847 BTC, and a ‘BTC Yield’ of 861.0% YTD Press release.

➡️The 8th largest economy in the world will start to buy Bitcoin. No one is bullish enough! Governor Abbot to sign Bitcoin Reserve bill into law! Texas to become the 3rd US state to enact an SBR!

➡️Publicly traded The Smarter Web Company bought 23.09 Bitcoin for £1.85 million for its treasury.

➡️For the love of god. Delate Coinbase or any other shitcoin casino/exchange (for example here in the Netherlands Bitvavo) and cold-Storage your Bitcoin and don’t touch them.

Not your keys, not your coins.

➡️'The Russian Bitcoin mining sector now ranks first in growth rates and second in mining volume globally. The country's largest Bitcoin miners, BitRiver and Intelion, controlling over 50% of the market, generated $200M in revenue for FY2024, per RBC.' -Bitcoin News

➡️Alex Gladstein: 'Absolutely crazy Hundreds of millions of people saw their wage and savings technology lose 15%, 30%, 50%, 75%, even 90% (!) of its value last year Fiat is broken, time for a Plan ₿'

➡️Bitwise predicts nation-states and institutions will hold 4,269,000 BTC—worth $426.9B.

➡️'Metaplanet is now the #4 most traded stock in Japan, moving nearly $1B in a day—just a year after adopting #Bitcoin. From obscurity to 300x returns, this is what happens when a company runs on hard money.' -Bitcoin for Corporation

➡️TFTC: "Scammers are mailing fake "Ledger Security" letters demanding wallet validation via QR code. They spoof official branding and ask users to visit fraudulent sites."

On the 24th of May:

➡️Bitcoin has the same number of users as the Internet had in 1999.

Now talking about that Bitcoin Adoption S-curve...

➡️Thomas Fahrer: 'Holding Bitcoin means getting rich while feeling frustrated 90% of the time. Deflationary money - designed to increase in value - forever. It's difficult for the human mind to comprehend. Most still don't get it.'

On the 25th of May:

➡️Pakistan allocates 2,000mw of electricity to Bitcoin mining and Ai - Bloomberg Daniel Batten: Pakistan announced 2000 MW for Bitcoin mining & AI. That's potentially ~17,000 BTC per year for an SBR. Plus, India will now have to follow. Game theory playing out. *Assuming that 50% of this is for Bitcoin mining, using latest-gen machines, 95% uptime, network hashrate is on average 1200 EH/s by the time they are complete

➡️Normally, I would write this in the segment below 🌎Macro/Geopolitics... "First signpost: DOGE failed to reduce the deficit.

Second signpost: Pushing for SLR changes to boost demand for Treasuries from domestic banks.

Third signpost: Pushing for legislation to boost demand for Treasuries from stablecoin issuers.

Fourth signpost: New spending bill estimated to increase deficit by 33% by 2027.

Fifth signpost: Bessent: "We'll grow GDP faster than the debt to stabilize debt-to-GDP."

Read below (segment 🌎Macro/Geopolitics) his full statement and my view on it.

TL;DR: Keep spending. Pass new laws and tweak regs to suppress long-end yields. Boost nominal GDP (mostly via inflation). Debase the currency. Bondholders and cash savers lose in real terms. Got Bitcoin?" -Sam Callahan Sam (nprofile…t2yg)

➡️Sminston With: 'There is a myth that 100% of the returns in Bitcoin only happen if you buy at the bottoms and then sell at the tops during one of the cycles. Power law quantile analysis shows otherwise; in fact, there are nearly identical growth rates (CAGR) whether you buy/sell at the bottoms (support) or around the middle (median) 52% vs 53% as of this year! Whichever trendline is followed, even if you only trade at the bottoms, the compounded annual returns of Bitcoin will be >7x of what you'd ever expect from the S&P. Ignore or try to time Bitcoin at your own risk!'

On the 26th of May:

➡️Bitcoin made another weekly record close at $109,004.

➡️When BlackRock holds 1M Bitcoin and the price hits $1M... They’ll be earning $2.5B a year in fees. Every year. Forever.

➡️Florida proposes eliminating Capital Gains Tax on Bitcoin. If passed, it would make Florida the first U.S. state to offer this kind of tax relief.

➡️Strategy acquires 4,020 BTC for $427.1 million at $106,237 per Bitcoin. They now HODL 580,250 BTC acquired for $40.61 billion at $69,979 per Bitcoin.

🎁If you have made it this far, I would like to give you a little gift:

LynAlden (nprofile…u7e3) May 2025 Newsletter: A Trade Breakdown

This newsletter issue breaks down the recent trade breakdown (sorry for the pun) and explores some of the nuances of why realigning the global balance of trade is both popular and extremely difficult to do.

https://www.lynalden.com/may-2025-newsletter/

Credit: I have used multiple sources!

My savings account: Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly.

Use the code SE3997

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀

⠀⠀ ⠀ ⠀⠀⠀

Do you think this post is helpful to you?

If so, please share it and support my work with a zap.

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The Latest Bitcoin & Macro news: Weekly Recap 19.05.2025 If ...

2025-05-25T00:14:42+02:00

The Latest Bitcoin & Macro news: Weekly Recap 19.05.2025

If you rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) click here:

https://habla.news/a/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqqxnzde58qcnyv34xu6nwdesk6jg5s

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Felipe - Bitcoin Friday!

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2025-05-25T00:13:53+02:00

On Nostr, I will exclusively share the most significant Bitcoin news. (this note)

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

The Latest Bitcoin & Macro news: Weekly Recap 19.05.2025

🧠Quote(s) of the week:
'The Cantillon Effect: When new money is printed, those closest to the source (banks, elites) benefit first, buying assets before prices rise. Others lose purchasing power as inflation hits later. If people find out how this works, they will riot.' -Bitcoin for Freedom

Just think about it. Your employer gives you a 5% raise. The Fed (central banks in general) prints 7% more dollars/euros/Fiat. You just got a 2% pay cut. This isn't a conspiracy theory. This is how fiat money steals from the working class every single day. This is why I support Bitcoin.

Anilsaidso: 'Saving in fiat currency is no longer an option. A 2% inflation rate means you lose 1/3 of your purchasing power over 20yrs. At 5% inflation, you lose 60%. And at 10% you've burnt 85%. Reduce your uncertainty. Save in Bitcoin.'

🧡Bitcoin news🧡
“Education increases conviction.

Conviction increases allocation.

Allocation increases freedom.” —Gigi

On the 12th of May:

➡️Google searches for "Digital Gold" are at all-time highs. Bitcoin Croesus: "This is the second wave of the Digital Revolution - the digitization of value to complement the Internet's digitization of information. It wasn't possible to own a slice of the Internet itself, but it is possible with Bitcoin, the internet of value." "...It feels like you're late to Bitcoin. But this is a bigger game playing out than most realize, and we are much earlier than casual observers know. If you're reading this, you're here on the frontier early. And you have a chance to stake a claim before 99% of the world shows up. This is a land grab. This is the digital gold rush. Make your descendants proud."

➡️ 'A new holding company ‘Nakamoto’ just raised $710 million to buy more Bitcoin and will merge with KindlyMD to establish a Bitcoin Treasury company. Saylor playbook!' - Bitcoin Archive

➡️American Bitcoin, backed by Donald Trump Jr. and Eric Trump, will go public via an all-stock merger with Gryphon Digital Mining. Post-merger, Trump affiliates and Hut 8 will retain 98% ownership. GRYP tripled to $2.19, Hut 8 jumped 11% to $15.45. The deal closes in Q3 2025.

➡️Phoenix Wallet: 'Phoenix 0.6.0 is out: offers can now have a custom description simple close (set an exact mutual close tx fee rate) native support for Linux arm64 This is the server version. Phoenix mobile release is around the corner. '

On the 13th of May:

➡️Corporate Bitcoin purchases have now outweighed the supply of new Bitcoin by 3.3x in 2025.

➡️ Publicly listed Next Technology disclosed buying 5,000 Bitcoin for $180m, now HODLs 5,833 $BTC worth +$600m.

➡️ After rejecting the Arizona Strategic Bitcoin Reserve Act, Governor Katie Hobbs vetoed Bill SB 1373, which proposed a digital asset reserve fund. "Current volatility in the cryptocurrency markets does not make a prudent fit for general fund dollars."

➡️Meanwhile in Paris, France the kidnapping of a woman with her 2-year-old child morning on the streets of Paris - the target is allegedly the daughter of a crypto CEO. 3 masked men tried forcing them into a fake delivery van, before being fought off by her partner and bystanders. One of whom grabbed a dropped gun and aimed it back.

➡️ 'Bitcoin illiquid supply hit a new all-time high of $1.4B Are you HODLing too, anon?' - Bitcoin News

➡️Why Coinbase entering the S&P 500 matters. Boomers will have Bitcoin / CrApTo exposure, whether they like it or not. Anyway, remember what happened in 2021. The COIN IPO, and they’re still trading about 35% below their IPO-day high. Oh and please read the 'Coinbase" hack below haha.

➡️ Nasdaq listed GD Culture Group to sell up to $300 million shares to buy Bitcoin.

➡️ A Bitcoin wallet untouched since April 2014 just moved 300 BTC worth $31M for the first time in 11 years. This is how you HODL.

➡️ Bitcoin's realized price is steadily increasing, mirroring behaviors seen in past bull markets, according to CryptoQuant.

➡️ Bitcoin whales and sharks (10-10K BTC) accumulated 83,105 BTC in the last 30 days, while small retail holders (<0.1 BTC) sold 387 BTC, according to Santiment.

Bitcoin Whales have been AGGRESSIVELY accumulating BTC recently! With at least 240,000+ Bitcoin transferred to wallets with at least 100 BTC. The largest market participants are trying to buy as much as possible, what do they think comes next...

➡️'The average cost of mining 1 BTC for miners is currently $36.8K. The spread between the current market price and the cost of one coin = 182%. This is essentially the average profitability. This corresponds to the beginning of the bull cycle in November 2022 and the peaks of this cycle >$100K. A price increase above this level will allow miners to fully recover after the last halving and reach excess profits comparable to the beginning of the bull rally in January 2023.' -Axel Adler Jr.

➡️ Remember last week's segment on Coinbase..."Coinbase just disclosed in their Q1 filing: that they have custody of 2.68 million Bitcoin. That’s over 13% of all Bitcoin in circulation, on one platform. Is this the greatest honeypot in financial history? Yes, it is...read next week's Weekly Bitcoin update."

Well, here you go.

Coinbase estimates $180-$400 million in losses, remediation costs, and reimbursement following today’s cyber attack.

Coinbase didn't get hacked. Coinbase employees sold customer data on the black market. Coinbase failed to protect customer data. This is why KYC is useless. The criminals have our driver's license scans. They have AI tools that can generate fake images and videos. KYC puts our identities at risk, makes onboarding more difficult, and rewards criminals. To make it even worse. Coinbase knew about the hack as early as January but only disclosed it publicly after being added to the S&P 500.

I will say it one more time! Don't buy your Bitcoin on KYC exchanges. KYC means handing over your identity to be leaked, sold, or extorted.

It was 2 days ago, see the bit on the 13th of May, that we saw a violent attack in Paris. Minimize the data you share with centralized tools. Store as much as you can locally. Always ask yourself what data am I giving and to whom? Remove the need for trust.

And for the love of God, Allah, or whatever god you are praying to...

DON'T LEAVE YOUR COINS ON A FREAKING EXCHANGE!!!!

Clear!

➡️ Sam Callahan: Bitcoin CAGRs over rolling four-year holding periods since 2012:

10th percentile: 33%

25th percentile: 50% 40th percentile: 75%

Said differently, for 90% of the time, Bitcoin’s four-year CAGR was higher than 33%. For comparison, here are the single best four-year CAGRs over the same period for:

Gold: 17%

Silver: 20%

S&P 500: 24%

Apple: 52%

Two lessons here:

1.) Even when Bitcoin underperforms, it still outperforms.

2.) Bitcoin holding goals are best measured in halving cycles.'

➡️ Deutsche Bank Aktiengesellschaft has bought 96,870 Strategy₿ stocks for 30 Million dollars at an Average Price Of $310 Per Share In Q1 2025, Their Total Holdings Is 518,000 Shares Worth Over 214 Million Dollars.

➡️Senator Lummis urges the U.S. Treasury to eliminate taxes on unrealized gains for Bitcoin.

On the 14th of May:

➡️At $168,000, Bitcoin will surpass Microsoft, the world's largest company.

➡️Fidelity tells institutions to buy Bitcoin if they can’t match Bitcoin’s 65% return on capital.

➡️Michigan has adopted House Resolution 100, declaring May 13 2025 as "Digital Asset Awareness Day." The resolution encourages "activities and programs that foster a deeper understanding of digital assets and their impact on our society and economy."

➡️Publicly traded Vinanz raises funding to buy $2 million in #Bitcoin assets.

➡️Bitcoin News: "Investor Jim Chanos is shorting MicroStrategy while going long on Bitcoin, calling the stock overvalued relative to its BTC holdings. “We’re selling MicroStrategy and buying Bitcoin, basically buying something for $1 and selling it for $2.50," he told CNBC

On the 15th of May:

➡️The Abu Dhabi sovereign wealth fund disclosed owning $511 million in Bitcoin through BlackRock’s ETF.

➡️UK public company Coinsilium Group raises £1.25 million to adopt a Bitcoin treasury strategy.

➡️Chinese Textile company Addentax issues stock to buy 8,000 Bitcoin.

➡️14 US states have reported $632m in $MSTR exposure for Q1, in public retirement and treasury funds. A collective increase of $302m in one quarter. The average increase in holding size was 44%.

➡️Chinese public company DDC Enterprise to adopt a Bitcoin Reserve with 5,000 BTC.

On the 16th of May:

➡️Brazilian listed company Méliuz buys $28.4 million Bitcoin to become the nation's first Bitcoin Treasury Company. Shareholders voted to approve the strategy by an "overwhelming majority".

➡️13F Filings show Texas Retirement System owns MSTR. The day MSTR enters the S&P 500, every pension fund will follow.

➡️'Wealthy Investors Shift Up to 5% into Bitcoin as confidence in fiat falters. UBS, a Swiss banking giant says Bitcoin and digital assets are becoming key hedges against inflation and systemic risk, marking a dramatic shift in modern portfolio strategy.' -CarlBMenger

➡️River: "Above all, Bitcoin is money for the people."

On the 17th of May:

➡️Illicit activity is now down to 0.14% of transaction volume across all crypto.

Context: World Bank, IMF suggests 1.5–4% of global GDP is laundered yearly through traditional banking Of that 0.14%:

63% of illicit trade was stablecoins.

13% was Bitcoin (declining each year)

Source: The 2025 Crypto Crime Report, Chainalysis 2025

Yet another confirmation that Bitcoin's use in facilitating illicit activities is a rounding error on a rounding error.

On the 18th of May:

➡️JPMorgan CEO Jamie Dimon said they will allow clients to buy Bitcoin. The repeal of SAB 121 is a bigger deal than most realize. “I will fire any employee buying or trading Bitcoin for being stupid” - Jamie Dimon (2017)

On the 19th of May.

➡️Bookmark the following stuff from Daniel Batten if you want to combat climate change (fanatics)...

'That Bitcoin mining is not only not harmful, but beneficial to the environment is now supported by:

7 independent reports

20 peer-reviewed papers

As a result

90% of climate-focused magazines
87.5% of media coverage on Bitcoin & the environment is now positive
source 7 independent reports https://x.com/DSBatten/status/1922666207754281449…
20 peer-reviewed papers https://x.com/DSBatten/status/1923014527651615182…
10 climate-focused magazines https://x.com/DSBatten/status/1919518338092323260…
16 mainstream media articles https://x.com/DSBatten/status/1922628399551434755
➡️Saifedean Ammous: '5 years ago at the height of corona hysteria, everyone worried about their savings.

If you put $10,000 in "risk-free" long-term US government bonds, you'd have $6,000 today.

If you put the $10,000 in "risky speculative tulip" bitcoin, you'd have $106,000.

HFSP, bondcucks!'

I love how Saifedean always put it so eloquently. haha

➡️An Australian judge rules Bitcoin is “just another form of money.” This could make it exempt from capital gains tax. Potentially opening the door to millions in refunds across the country. - AFR

If upheld, the decision could trigger up to $1B in refunds and overturn the Australian Tax Office’s crypto tax approach.

➡️Publicly traded Vinanz buys 16.9 Bitcoin for $1.75 Million for their treasury.

➡️Bitcoin just recorded its highest weekly close ever, while the Global Economic Policy Uncertainty Index hit its highest level in history.

➡️4 in 5 Americans want the U.S. to convert part of its gold reserves to Bitcoin. - The Nakamoto Project

"or background, the survey question was: "Assuming the United States was thinking of converting some of their gold reserves into Bitcoin, what percentage would you advise they convert?" Respondents were provided a slider used to choose between 0% and 100%. Our survey consisted of a national sample of 3,345 respondents recruited in partnership with Qualtrics, a survey and data collection company"

Context:

➡️Michael Saylor's STRATEGY bought another $764.9m Bitcoin. They now HODL 576,230 Bitcoin, acquired for $40.18 billion at $69,726 per Bitcoin.

➡️The German Government sold 49,858 BTC for $2.89B, at an average price of $57,900. If they had held it, their BTC would now be worth $5.24B.

➡️A record 63% of all the Bitcoin that exist have not transacted or moved from their wallets this year. - Wicked

🎁If you have made it this far, I would like to give you a little gift, well, in this case, two gifts:
What Bitcoin Did - IS THE FED LOSING CONTROL? With Matthew Mezinskis

'Matthew Mezinskis is a macroeconomic researcher, host of the Crypto Voices podcast, and creator of Porkopolis Economics. In this episode, we discuss fractional reserve banking, why it's controversial among Bitcoiners, the historical precedent for banking practices, and whether fractional reserve banking inherently poses systemic risks. We also get into the dangers and instabilities introduced by central banking, why Bitcoin uniquely offers a pathway to financial sovereignty, the plumbing of the global financial system, breaking down money supply metrics, foreign holdings of US treasuries, and how all these elements indicate growing instability in the dollar system.'

https://youtu.be/j-XPVOl9zGc

Credit: I have used multiple sources!

My savings account: Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly.

Use the code SE3997

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀

⠀⠀ ⠀ ⠀⠀⠀

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2025-05-17T19:09:25+02:00

The Latest Bitcoin & Macro news: Weekly Recap 12.05.2025

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The Latest Bitcoin & Macro news: Weekly Recap 28.04.2025 If ...

2025-05-02T21:41:09+02:00

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The Latest Bitcoin & Macro news: Weekly Recap 21.04.2025 If ...

2025-04-23T23:56:09+02:00

The Latest Bitcoin & Macro news: Weekly Recap 21.04.2025

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On Nostr, I will exclusively share the most significant Bitcoin news. (this note)

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

The Latest Bitcoin & Macro news: Weekly Recap 21.04.2025

🧠Quote(s) of the week:
'The "Bitcoin Corporate Treasury" narrative is a foot gun if it's not accompanied by the sovereignty via self-custody narrative. Number Go Up folks are pitching companies to funnel their funds into a handful of trusted third parties. Systemic Risk Go Up.' - Jameson Lopp

Lopp is spot on!

The Bitcoin network is a fortress of digital power backed by 175 terawatt-hours (TWh)—equivalent to 20 full-scale nuclear reactors running continuously 24 hours per day, 365 days per year—making it nation-state-level resistant and growing stronger every day. - James Lavish

🧡Bitcoin news🧡

Konsensus Network

On the 14th of April:

➡️ Bitcoin ETFs are bleeding out. Not a single inflow streak since March.

➡️'There are now just a bit less than 3 years left until the next halving. The block reward will drop from 3.125 BTC to 1.5625 BTC. Plan accordingly.' - Samson Mow

➡️Bitcoin is the new benchmark. Bitcoin has outperformed the S&P 500 over the past 1-, 2-, 3-, 4-, 5-, 6-, 7-, 8-, 9-, 10-, 11-, 12-, 13-, and 14-year periods.

You cannot consider yourself a serious investor if you see this data and ignore it. Never been an asset like it in the history of mankind. But that is from an investor's perspective...

Alex Gladstein: "While only certain credentialed individuals can own US stocks (a tiny % of the world population) — anyone in the world, dissident or refugee, can own the true best-performing financial asset. "

➡️New record Bitcoin network hashrate 890,000,000,000,000,000,000x per second.

➡️The Korea Exchange has experienced its first bitcoin discount in South Korea since December 2024.

➡️Every government should be mining Bitcoin, say Bhutan's Prime Minister - Al Jazeera "It's a simple choice that's earned billions of dollars. Mining makes tremendous sense."

On the 15th of April:

➡️'Owning 1 Bitcoin isn’t a trade... - It’s a power move. - A geopolitical hedge. - A once-per-civilization bet on the next monetary regime. If you have the means to own one and don’t… You’re not managing risk. You’re misreading history.' -Alec Bakhouche

Great thread: https://x.com/Alec_Bitcoin/status/1912216075703607448

➡️The only thing that drops faster than new ETH narratives is the ETH price. Ethereum is down 74% against Bitcoin since switching from PoW to PoS in 2022.

Piere Rochard: "The theory was that on-chain utility would create a positive fly-wheel effect of demand for holding ETH. The reality is that even if (big if) you need its chain utility, you don’t actually need to hold ETH, you can use stablecoins or wBTC. There’s no real value accrual thesis."

If you're still holding ETH, you're in denial. You watched it slide from 0.05 to 0.035. Now it's circling 0.02 and you're still hoping? That's not a strategy—that's desperation. There is no bounce. No cavalry. Just a crowd of bagholders waiting to offload on the next fool. Don’t be that fool. Everyone’s waiting to dump, just like you.

For example. Galaxy Digital deposited another 12,500 $ETH($20.28M) to Binance 10 hours ago. Galaxy Digital has deposited 37,500 $ETH($60.4M) to Binance in the past 4 days. The institutional guys that were pushing this fraud coin like the Winklevoss brothers and Novogratz (remember the Luna fiasco?!) are ejecting. If you're still holding, no one to blame but yourself.

Take the loss. Rotate to BTC.

Later, you can lie and say you always believed in Bitcoin. But right now, stop the bleeding.

You missed it. Accept that. Figure out why.

P.S. Don’t do anything stupid. It’s just money. You’ll recover. Move smarter next time.

➡️And it is not only against ETH, every other asset is bleeding against BTC because every other asset is inferior to BTC. Did you know Bitcoin's 200-week moving average never declines? It always rises. What does this suggest? 'This is the most significant chart in financial markets. It's Bitcoin - measured with a 200-week moving average (aka 4 years at a time). Zoom out, and the truth becomes crystal clear: Bitcoin has never lost purchasing power. What does this hint at? Bitcoin is the most reliable savings technology on Earth.' - Cole Walmsley

Proof: https://x.com/Cole_Walmsley/status/1912545128826142963

➡️SPAR Switzerland Pilots Bitcoin and Lightning Network Payments Zurich, Switzerland – SPAR, one of the world’s largest grocery retail chains, has launched a pilot program to accept Bitcoin and Lightning Network payments at select locations in Switzerland.

With a global presence spanning 13,900 stores across 48 countries, this move signals a significant step toward mainstream adoption of Bitcoin in everyday commerce.

➡️$110 billion VanEck proposes BitBonds for the US to buy more Bitcoin and refinance its $14 trillion debt.

➡️'A peer-reviewed study forecasts $1M Bitcoin by early 2027—and up to $5M by 2031.' -Simply Bitcoin

On the 17th of April:

➡️ Every one of these dots is flaring gas into the atmosphere and could be mining Bitcoin instead of wasting the gas and polluting the air.

Thomas Jeegers: 'Each of these flare sites is a perfect candidate for Bitcoin mining, where wasted methane can be captured, converted into electricity, and monetized on the spot. No need for new pipelines. No need for subsidies. Just turning trash into treasure. Yes, other technologies can help reduce methane emissions. But only Bitcoin mining can do it profitably, consistently, at scale, and globally. And that’s exactly why it's already happening in Texas, Alberta, Oman, Argentina, and beyond. Methane is 84x more harmful than CO₂ over 20 years. Bitcoin is not just a monetary revolution, it's an environmental one.'

➡️Bitcoin market cap dominance hits a new 4-year high.

➡️BlackRock bought $30 million #Bitcoin for its spot Bitcoin ETF.

➡️Multiple countries and sovereign wealth funds are looking to establish Strategic Bitcoin Reserves - Financial Times

Remember, Gold's market cap is up $5.5 TRILLION in 2025. That's more than 3x of the total Bitcoin market cap. Nation-state adoption of Bitcoin is poised to be a pivotal development in monetary history...eventually.

➡️'In 2015, 1 BTC bought 57 steaks. Today, 7,568. Meanwhile, $100 bought 13 steaks in 2015. Now, just 9. Stack ₿, eat more steak.' Priced in Bitcoin

➡️'The Math:

At $91,150 Bitcoin flips Saudi Aramco

At $109,650 Bitcoin flips Amazon

At $107,280 Bitcoin flips Google

At $156,700 Bitcoin flips Microsoft

At $170,900 Bitcoin flips Apple

At $179,680 Bitcoin flips NVIDIA

Over time #Bitcoin flips everything.' -CarlBMenger

➡️Will $1 get you more or less than 1,000 sats by the fifth Halving? Act accordingly. - The rational root Great visual:

➡️Bhutan’s Bitcoin Holdings Now Worth 30% of National GDP: A Bold Move in the Bitcoin Game Theory

In a stunning display of strategic foresight, Bhutan’s Bitcoin holdings are now valued at approximately 30% of the nation’s GDP. This positions the small Himalayan kingdom as a key player in the ongoing Bitcoin game theory that is unfolding across the world. This move also places Bhutan ahead of many larger nations, drawing attention to the idea that early Bitcoin adoption is not just about financial innovation, but also about securing future economic sovereignty and proof that Bitcoin has the power to lift nations out of poverty.

Bhutan explores using its hydropower for green Bitcoin mining, aiming to boost the economy while maintaining environmental standards. Druk Holding's CEO Ujjwal Deep Dahal says hydropower-based mining effectively "offsets" fossil fuel-powered bitcoin production, per Reuters.

➡️Barry Silbert, CEO of Digital Currency Group, admits buying Coinbase was great, but just holding Bitcoin would’ve been better. Silbert told Raoul Pal he bought BTC at $7–$8 and, "Had I just held the Bitcoin, I actually would have done better than making those investments."

He also called 99.9% of tokens “worthless,” stressing most have no reason to exist.

No shit Barry!

➡️Bitcoin hashrate hits a new ATH.

Bitcoin hashrate hit 1ZH/s. That’s 1,000,000,000,000,000,000,000 hashes every second. Good luck stopping that! Bitcoin mining is the most competitive and decentralized industry in the world.

➡️¥10 Billion Japanese Fashion Retailer ANAP Adds Bitcoin to Corporate Treasury Tokyo, Japan – ANAP Inc., a publicly listed Japanese fashion retailer with a market capitalization of approximately ¥10 billion, has officially announced the purchase of Bitcoin as part of its corporate treasury strategy.

“The global trend of Bitcoin becoming a reserve asset is irreversible,” ANAP stated in its announcement.

➡️El Salvador just bought more Bitcoin for their Strategic Bitcoin Reserve.

➡️Only 9.6% of Bitcoin addresses are at a loss, a rare signal showing one of the healthiest market structures ever. Despite not being at all-time highs, nearly 90% of holders are in profit, hinting at strong accumulation and potential for further upside.

On the 18th of April:

➡️Swedish company Bitcoin Treasury AB announces IPO plans, aiming to become the 'European version of MicroStrategy'. The company clearly states: "Our goal is to fully acquire Bitcoin (BTC)."

➡️Relai app (unfortunately only available with full KYC) with some great Bitcoin marketing.

➡️Arizona's Bitcoin Reserve Bill (SB 1373) has passed the House Committee and is advancing to the final floor vote.

➡️Simply Bitcoin: It will take 40 years to mine the last Bitcoin. If you're a whole corner, your grandchildren will inherit the equivalent of four decades of global energy. You're not bullish enough.

➡️Meanwhile in Slovenia: Slovenia's Finance Ministry proposes to introduce a 25% capital gains tax on bitcoin profits.

➡️ In one of my previous Weekly Recaps I already shared some news on Breez. Now imagine a world where everyone can implement lightning apps on browsers...with the latest 'Nodeless' release Breez is another step towards bringing Bitcoin payments to every app. Stellar work!

Breez: 'Breez SDK Now Supports WASM We’re excited to announce that Nodeless supports WebAssembly (WASM), so apps can now add Bitcoin payments directly into browsers and node.js environments. Pay anyone, anywhere, on any device with the Breez SDK.

Our new Nodeless release has even more big updates → Minimum payment amounts have been significantly reduced — send from 21 sats, receive from 100. Now live in Misty Breez (iOS + Android). → Users can now pay fees with non-BTC assets like USDT. Check the release notes for all the details on the 0.8 update.'

https://github.com/breez/breez-sdk-liquid/releases/tag/0.8.0

https://bitcoinmagazine.com/takes/embed-bitcoin-into-everything-everywhere Shinobi: Bitcoin needs to be everywhere, seamlessly, embedded into everything.

➡️Despite reaching a new all-time high of $872B, bitcoin's realized market cap monthly growth slowed to 0.9%, signaling continued risk-off sentiment, according to Glassnode.

On the 19th of April:

➡️Recently a gold bug, Jan Nieuwenhuijs (yeah he is Dutch, we are not perfect), stated the following: 'Bitcoin was created by mankind and can be destroyed by mankind. Gold cannot. It’s as simple as that.'

As a reply to a Saylor quote: 'Bitcoin has no counterparty risk. No company. No country. No creditor. No currency. No competitor. No culture. Not even chaos.'

Maybe Bitcoin can be destroyed by mankind, never say never, but what I do know is that at the moment Bitcoin is destroying gold like a manic.

Oh and please do know. Gold may have the history, but Bitcoin has the scarcity.

In 2013, you couldn't even buy 1 ounce of gold with 1 Bitcoin.

Then in 2017, you could buy 9 ounces of gold with 1 Bitcoin.

Today you can buy 25 ounces of gold with 1 Bitcoin.

At some point, you'll be able to buy 100 ounces of gold with 1 Bitcoin.

➡️Investment firm Abraxas Capital bought $250m Bitcoin in just 4 days.

On the 20th of April:

➡️The Bitcoin network is to be 70% powered by sustainable energy sources by 2030.

➡️FORBES: "Converting existing assets like Fort Knox gold into bitcoin makes sense. It would be budget-neutral and an improvement since BTC does everything that gold can, but better" Go on Forbes, and say it louder for the people at the back!

On the 21st of April:

➡️Bitcoin has now recovered the full price dip from Trump's tariff announcement.

➡️Michael Saylor's STRATEGY just bought another 6,556 Bitcoin worth $555.8m. MicroStrategy now owns 2.7% of all Bitcoin in circulation. At what point do we stop celebrating Saylor stacking more?

On the same day, Metaplanet acquired 330 BTC for $28.2M, reaching 4,855 BTC in total holdings.

➡️'Northern Forum, a non-profit member organization of UNDP Climate Change Adaptation, just wrote a well-researched article on how Bitcoin mining is aiding climate objectives (stabilizing grids, aiding microgrids, stopping renewable waste)' -Daniel Batten

https://northernforum.net/how-bitcoin-mining-is-transforming-the-energy-production-game/

🎁If you have made it this far I would like to give you a little gift, well in this case two gifts:
Bitcoin Nation State Adoption Paradox - A Trojan Horse with Alex Gladstein. Exploring the paradoxes of Bitcoin adoption in nation-states and its radical role in human rights, freedom, and financial sovereignty. https://youtu.be/pLIxmIMHL44

Credit: I have used multiple sources!

My savings account: Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly.

Use the code SE3997

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀

⠀⠀ ⠀ ⠀⠀⠀

Do you think this post is helpful to you?

If so, please share it and support my work with a zap.

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

⭐ Many thanks⭐

Felipe - Bitcoin Friday!

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The Latest Bitcoin & Macro news: Weekly Recap 16.04.2025 If ...

2025-04-16T22:39:43+02:00

The Latest Bitcoin & Macro news: Weekly Recap 16.04.2025

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2025-04-16T22:38:44+02:00

The Latest Bitcoin & Macro news: Weekly Recap 07.04.2025 If ...

2025-04-09T21:30:20+02:00

The Latest Bitcoin & Macro news: Weekly Recap 07.04.2025

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2025-04-09T21:28:58+02:00

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2025-04-05T23:11:11+02:00

The Latest Bitcoin & Macro news: Weekly Recap 01.04.2025 If ...

2025-04-02T23:52:32+02:00

The Latest Bitcoin & Macro news: Weekly Recap 01.04.2025

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2025-04-02T23:51:34+02:00

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2025-03-26T23:30:05+01:00

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The Latest Bitcoin & Macro news: Weekly Recap 17.03.2025 If ...

2025-03-19T18:41:59+01:00

The Latest Bitcoin & Macro news: Weekly Recap 17.03.2025

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2025-03-19T18:40:51+01:00

The Latest Bitcoin & Macro news: Weekly Recap 11.03.2025 If ...

2025-03-11T22:58:23+01:00

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2025-03-11T22:57:33+01:00

The Latest Bitcoin & Macro news: Weekly Recap 03.03.2025 If ...

2025-03-04T23:13:37+01:00

The Latest Bitcoin & Macro news: Weekly Recap 03.03.2025

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2025-03-04T23:12:29+01:00

The Latest Bitcoin & Macro news: Weekly Recap 24.02.2025 If ...

2025-02-26T00:03:01+01:00

The Latest Bitcoin & Macro news: Weekly Recap 24.02.2025

If you rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) click here:

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2025-02-25T23:59:32+01:00

The Latest Bitcoin & Macro news: Weekly Recap 11.02.2025 If ...

2025-02-11T21:46:10+01:00

The Latest Bitcoin & Macro news: Weekly Recap 11.02.2025

If you rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) click here:

https://habla.news/a/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqqxnzden8yenqdpk8yunyvfssgq4s7

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⭐ Many thanks⭐

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https://m.primal.net/ObWn.jpg The Latest Bitcoin & Macro ...

2025-02-11T21:43:42+01:00

The Latest Bitcoin & Macro news: Weekly Recap 11.02.2025

On Nostr, I will exclusively share the most significant Bitcoin news. (this note)

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

🧠Quote(s) of the week:
You conflate maximalism with close-mindedness because you believe money is a 'collective hallucination' instead of an emergent solution to a coordination problem. Anilsaidso Anil (nprofile…v6tq)

'DOGE finding waste and fraud? Don’t miss the forest for the trees: Any money system that does not fix a unit of currency to a unit of energy is functionally fraudulent, because if a currency is not tied to energy, then creating fiat currency functionally means creating energy by govt fiat, which is a violation of physics, which is fraud.

Once you are in a system that pretends it can create energy by printing currency, it is just a question of “How much fraud occurs until the system collapses?”

You will know the end of that system is near when debt gets high, rates rise, & yet the price of energy-linked neutral assets like gold & BTC rise with rates (instead of falling), as free markets scramble out of printed currency & debt into actual energy linked assets, which is happening - rates up, & yet see gold and BTC.)' - Luke Gromen

🧡Bitcoin news🧡
On the 4th of February:

➡️El Salvador bought another 11 Bitcoin worth over $1.1 million for their strategic Bitcoin reserve.

➡️'Someone just moved 50 Bitcoin worth $5 MILLION that they mined 15 years ago They HODL'ed from $0.10 to $100k. Legend.' - Pete Rizzo

➡️Bitcoin funding rates turn negative — a very rare signal historically followed by massive price surges. Buckle up.

➡️Coinbase urges US to remove barriers for banks to provide Bitcoin and crypto services - BBG

➡️'Forbes recently covered how Bitcoin mining is fast-tracking millions of Ethiopians out of energy poverty. 100% renewable + economically benefitting the country No other technology has been able to do this. Ever.' Daniel Batten / Forbes

➡️President Trump's Crypto Czar David Sacks had a press conference on this day. Here are some notes:

• “will be heavy on Bitcoin and timelines.”

• “Discussion of Sovereign Wealth Fund.”

• “Timelines laid out as to proposed legislation (Lummis) and BSR.”

• “Yes, I expect there to be ‘America First’ rhetoric with SWF and crypto.”

• “reiterating, no $XRP”

Ergo a lot of word salad and not something juuuggggge was happening.

➡️President Bukele Offers To Jail Roger Ver in El Salvador. Bukele: "El Salvador prisons have big cell blocks. It's the perfect place for him" If you don’t get the joke, Study Bitcoin's history in detail. I will give you a hint. Book: The Blocksize War!

➡️'Semler Scientific acquired 871 Bitcoins for $88.5 million and has generated a BTC Yield of 152% since July 1, 2024. Now holding 3,192 bitcoin. Just getting started.' - Eric Semler

On the 5th of February:

➡️Bitcoin on track to hit $1.5m by 2030 - Ark Invest

On the 6th of February:

➡️Czech President signed a law removing the capital gains tax on #Bitcoin after 3+ years of holding. Sovereign game theory intensifies. Tick tock, next block! Meanwhile the ECB. 'The ECB just published an interview with Reuters where they contemplate a risk assessment of current FX swap lines if another central bank held Bitcoin reserves. They are literally trying to hinder the Czech National Bank from buying Bitcoin. Bitcoin is winning.' - Andre Dragosch

➡️Former PayPal President: Sell Gold Reserves to Buy Bitcoin "We're the number 1 holder of gold. If you think of Bitcoin as a better version of gold, why not rebalance a portion of that reserve to Bitcoin? There's a lot more growth in Bitcoin in the coming decades."

➡️Whales are buying Bitcoin like never seen before. Billionaires are stacking Bitcoin, front-running governments, pubco’s, and plebs.

➡️IOWA BITCOIN RESERVE BILL HF 246 would allow investment of 5% of public monies in digital assets of $750b+ market cap (i.e. Bitcoin)

➡️Eric Balchunas: Trump to launch "Bitcoin Plus" ETF.

➡️'The power is so cheap in the north of Norway now that the hydropower plants are considering dumping their water in the sea. We need more Bitcoin mining.' -Jaran Mellerud

Great explanation on the topic: https://x.com/GoldIRAChannel/status/1887718777338667369

➡️Great report by Breeze Breez_tech (nprofile…3ytq) . https://breez.technology/report/

'Bitcoin isn't "just" digital gold, it's an everyday currency. 650M+people reached on Lightning Businesses real-world impact Growing ecosystem driving adoption New use cases unlocked.' - Breeze

Breeze is one of, if not, my favorite self-custodial Lightning Bitcoin payments app.

On the 7th of February:

➡️Utah pulls ahead in the race to create a Strategic Bitcoin Reserve. Utah’s HB230 just became the first state Bitcoin reserve bill to clear a chamber vote, passing the House and heading to the Senate.

➡️ If any public companies are wondering whether Bitcoin is the solution… here’s your answer: Metaplanet’s market cap has been 100X’d (3.50 0%)since adopting Bitcoin as a treasury asset less than one year ago.

➡️Maryland State Delegate Caylin Young introduces the "Strategic Bitcoin Reserve Act of Maryland".

➡️MISSOURI FILES 2ND Bitcoin reserve bill that includes:

5 YR HODL requirement
State must accept BTC payments
No cap on how much the state can buy 1st bill SB614 is currently in the Senate!
➡️Rep. TJ Roberts introduces a bill to invest up to 10% of state funds in Bitcoin for Kentucky.

➡️BlackRock boosts its stake in MicroStrategy to 5%, now holding 11.2M shares, up from 4.09% in September. Next to that, BlackRock holds $140m in IBIT - their Bitcoin ETF. Per their 13F SEC filing today. Up from $92m in November 2024.

➡️ Tornado Cash founder Alexey Pertsev has been released from prison. Pertsev was found guilty of money laundering in 2024. He is currently preparing an appeal. https://decrypt.co/304723/tornado-cash-developer-alexey-perstev-leaving-prison

On the 8th of February:

➡️Florida is the latest state to introduce a Strategic Bitcoin Reserve. Republican Senator Joe Gruters has introduced a bill proposing the investment of part of the state’s funds in Bitcoin to counter rising inflation.

➡️'FTX will repay 98% of creditors on February 18th. Creditors will receive a total of 119% of their funds lost in US dollar terms on November 11th, 2022. This is the equivalent of only 20% in Bitcoin terms. This is a lesson in self-custody.' -The Bitcoin Therapist

Just a quick reminder: 'Over 5 million Bitcoins are gone. Forever. No keys. No recovery. No second chance.

Satoshi’s wallet: 1M BTC, untouched
Mt. Gox hack: 744K BTC,
Lost key & wallets: ~3.7M BTC
James Howells’ hard drive: 8K BTC, buried Do people even grasp Bitcoin’s scarcity?'- Eli Nagar

➡️MONTANA BITCOIN RESERVE BILL

MT House Bill 429 would authorize up to $50m invested into 'digital assets over $750b market cap' i.e. Bitcoin, by July 15, 2025.

19 States want Bitcoin in their reserves so far, and 27 states are all pro-Bitcoin and Digital Asset Bills. It's just crazy to me what's happening. A few years ago, I couldn't even imagine it would go this fast. Hello, game theory!

➡️PNC, the 8th largest U.S. bank with $325 billion in AUM, has disclosed $67 million in Bitcoin exposure through its 13F filing with the SEC.

On the 9th of February:

➡️Hong Kong officially recognizes Bitcoin as proof of capital for residency applications.

➡️That’s 815,000,000,000,000,000,000 hashes per second securing the world’s largest permissionless monetary network Bitcoin’s hashrate sets a new record high above 810 EH.

➡️University of Austin to buy $5m Bitcoin. "We don’t want to be left behind," says CIO of the university fund.

On the 10th of February:
➡️'Priced in Bitcoin the S&P 500 looks like a meme coin rug pull.' -CarlBMenger

➡️Valid point by Bit Harington: 'It takes years for Bitcoin to finally leave a new 10X price zone and start looking for the next 10X. $1K lasted ~3.5 years. $10K also 3 years. It seems logical to assume that the $100K price zone will also last several years; One of the reasons I don't believe in $1M this cycle.'

➡️Another solo miner has mined an entire Bitcoin block worth $ 300,000. Just sensational.

➡️Michael Saylor's STRATEGY just bought another 7,633 Bitcoin worth $742 million. 'Strategy has added 7,633 Bitcoin to its holdings for ~$742.4 million at an average price of $97,255 per Bitcoin, bringing its total Bitcoin stack to 478,740 BTC. Acquired for ~$31.1 billion at an average of $65,033 per Bitcoin, the company's Bitcoin yield stands at a 4.1% YTD in 2025.' - Saylor

➡️Japan to scrap ban on Bitcoin ETFs and cut taxes on crypto-assets from 55% down to 20%.

The complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

🎁If you have made it this far I would like to give you a little gift:

preston (nprofile…5gu2) and Luke Gromen discuss Bitcoin’s Lightning Network, Tether’s USDT integration, and the impact on global payments and traditional banking infrastructure.

https://www.youtube.com/watch?v=w8JXdYmllZ4

Credit: I have used multiple sources!

My savings account: Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly.

Use the code SE3997

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀⠀⠀⠀ ⠀ ⠀⠀⠀

Do you think this post is helpful to you? If so, please share it and support my work with a zap.

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⭐ Many thanks⭐

Felipe - Bitcoin Friday!

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The Latest Bitcoin & Macro news: Weekly Recap 04.02.2025 If ...

2025-02-05T08:06:47+01:00

The Latest Bitcoin & Macro news: Weekly Recap 04.02.2025

If you rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) click here:

https://habla.news/a/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqqxnzden8qmnxde5xu6nyvfh44lw92

Do you think this post is helpful to you? If so, please share it and support my work with a zap.

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⭐ Many thanks⭐

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Nostr event nevent1qqs0gmf45kpw5vt6tar9yfj5czw7wyyrd7a8kpjg8r3lfdjnwxafpgszyq78msk9slhvupg0h3jcpxckp8geyplcyhwhva2tnyz7nj5q2ep2swx4g5u

2025-02-05T08:04:55+01:00

The Latest Bitcoin & Macro news: Weekly Recap 04.02.2025
On Nostr, I will exclusively share the most significant Bitcoin news. (this note)

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

🧠Quote(s) of the week:
Old model:

-You work for money.

-They print it.

-You save your money.

-They devalue it.

-You invest your money.

-They manipulate it.

New model:

-You save in Bitcoin.

-There’s nothing they can do about it.

🧡Bitcoin news🧡
Before we start some extra info to get you focused.

1 BTC is unreachable for the majority.

The aspiration used to be 6.15. Now it's 0.1.

'Now who owns Bitcoin? 'The Answer Might Surprise You.

👉🏽Bitcoin is often misunderstood. Some think it’s controlled by a handful of institutions, others believe governments secretly hoard it. The reality? Bitcoin ownership is diverse and widely distributed across individuals, businesses, funds, and even governments.

👉🏽57% of Bitcoin is held by individuals. From everyday savers to long-term believers, Bitcoin’s largest share is in the hands of the people.

👉🏽4% belongs to businesses. Companies are increasingly adding BTC to their treasuries, recognizing its role as digital gold.

👉🏽5% is held by funds and ETFs. Bitcoin is being adopted by the financial system, providing new ways for institutions and retail investors to gain exposure.

👉🏽Governments own 2% to 3%. Whether through seized BTC or strategic holdings where states already acknowledged Bitcoin’s value.

👉🏽Around 18% is estimated to be lost forever. This actually makes Bitcoin even scarcer than its 21 million cap suggests.

👉🏽Miners and yet-to-be-mined Bitcoin represent the rest. This small remaining fraction coupled with a fixed supply means competition for mining remaining bitcoins will only increase over time.

This distribution is one of the many reasons why Bitcoin is unique. Not only there is no single entity that controls it (no government or bank can print more of it), but also its distribution among the population is more fairly distributed than for any other monetary asset.

Bitcoin is owned by those who understand its value, regardless of nationality, religion, skin color, political affiliation, or beliefs. Bitcoin is for everyone.' -Thomas Jeegers

On the 28th of January:

➡️European Squash Federation adopts Bitcoin for its treasury.

➡️Binance under investigation for money laundering, tax fraud, and drug trafficking in France - Reuters

➡️'Metaplanet will issue 21 million new stock warrants with a 0% discount rate, raising approximately $870 million to fund additional Bitcoin purchases. This marks the largest-ever fundraising for Bitcoin purchases in the history of the Asian stock market.' -Metaplanet

➡️U.S. Senator Cynthia Lummis received a framed Bitcoin block from Marathon’s Jayson Browder to mark her role as the new chair of the Senate Banking Subcommittee on Digital Assets. MARA Pool mined the block by calculating 1,476,600,000,000,000,000,000 Bitcoin hashes within 46 seconds.

➡️'Fidelity is now bigger than Greyscale:

BlackRock ETF: 576k BTC
Fidelity ETF: 205k BTC
Greyscale ETF: 202k BTC' -Bitcoin for Freedom
➡️'Brazil’s state-owned oil and gas company Petrobras is reportedly assessing getting into Bitcoin mining. This is a new chapter for the company and shows how traditional industries are adapting to the digital world. Petrobras, one of the largest and most profitable oil companies in the world, is going to use excess natural gas produced during the oil extraction process to power Bitcoin mining. This will reduce energy waste and methane emissions, and create a new revenue stream for the company.' -Bitcoin News

➡️Last week, the 613-foot smokestack of the former Somerset Generating Station in Niagara County, New York was demolished. The site, now Tera Wulf Inc.’s Lake Mariner Data, will focus on Bitcoin mining and AI processing powered by hydroelectric energy

➡️'For the first time ever in Bitcoin's 16-year history, the epoch-over-epoch (EOE) growth has fallen below +100%. Pack it up, fellas.'- Wicked

On the 29th of January:

➡️Czech central bank Governor Ales Michl said he would propose a plan to include bitcoin in the country’s official reserves, the Financial Times reported.

Michl statement: 'Czech National Bank’s goal is price stability. When we took office in July 2022, inflation was 17.5%. We brought it down to target. We are also diversifying reserves—gradually increasing gold holdings from 0% to around 5% and planning for 30% in equities. An asset under consideration is Bitcoin. It currently has zero correlation to bonds and is an interesting asset for a large portfolio. Worth considering. Right now, it’s only at the stage of analysis and discussion. The Bank Board decides, and no decision is imminent. Thoughtful analysis is needed.

Bitcoin has significant volatility, which makes it harder to take advantage of its current low correlation with other assets. That’s why I will ask our team on Thursday to further assess Bitcoin’s potential role in our reserves. Nothing more, nothing less. The article is very accurate, including my statement that Bitcoin could one day be worth either zero or a huge amount. At our meeting on Thursday, after discussing a document on international reserve management in 2024, the Bank Board of the Czech National Bank (CNB) approved a proposal to analyze the options for investing in additional asset classes.

The central bank has been increasingly diversifying its investments over the last two years as part of its reserve management strategy. At the proposal of Governor Aleš Michl, the CNB is to assess whether it would be appropriate in terms of diversification and return to include other asset classes in the reserves as well. Based on the results of the analysis, the Bank Board will then decide how to proceed further. No changes will be implemented in this area until then. Any changes in the reserve portfolios will be disclosed in the quarterly information on the CNB’s international reserves and the CNB’s annual report.'

The head of a central bank tweeting about potentially allocating to Bitcoin was not on my 2025 bingo card.

➡️Jerome Powell: "Banks are perfectly able to serve crypto customers." I love how everyone is recognizing and acknowledging Bitcoin now. Banks can custody Bitcoin on behalf of clients, create structured Bitcoin financial products, and allow customers to buy Bitcoin. Even Powell isn't badmouthing it anymore.

On the 29th of January:

➡️'It is utterly remarkable that BTC Dominance is at 62% considering it's really from 45% to 62% has coincided with massive issuance of Memecoins This really is a different market, a schism between Bitcoin and Crypto.' - Steven Lubka

➡️Illinois State Rep. has introduced a bill to establish a Bitcoin Strategic Reserve.

➡️The decoupling of Bitcoin & Crypto Market Caps:

ETH losing 50% of its value vs. BTC in the past 11 months explains the lack of enthusiasm about $100K BTC. Mitchell Hodl: '2 years ago if you sold 1 ETH and bought Bitcoin, you would have acquired ~.07 BTC. Today if you sell 1 ETH and buy Bitcoin, you’ll acquire .03 BTC. Those “toxic maximalists” were right. If it’s not BTC, it’s dogshit.'

On the 3rd of February Bitcoin dominance soared over 64%. Four-year high. Massively bullish. Despite the hundreds of billions of dollars invested in crypto, Bitcoin dominance has just tagged Nov 2017 levels. At 73%, it unwinds back to the pre-ICO era.

'The truth is, there is no more alt season. The sooner you accept that, the sooner you can still build up a meaningful Bitcoin position. You're not too late. You're among the first 1-2% of people to get into bitcoin. It's time to leave this chapter of false narratives behind and get on board with something real and meaningful.' - Sam Wouters

If you're trying to outperform Bitcoin with an "alt", just remember that you're mixing with a crowd that is simply trying to beat you to the exit.

➡️Senator Bob Menendez who fought against El Salvador adopting Bitcoin was just sentenced to 11 years in prison for taking bribes in Gold and Cash! Classic!

➡️INDIANA Bitcoin Bill!

HB 1322 would allow 'the Hoosier state' to invest state retirement funds in Bitcoin ETFs. Nation-states, States, Companies & Individuals are clamoring to acquire Bitcoin.

On the 30th of January:

➡️World's largest stablecoin Tether is now minting its stablecoin on the Bitcoin Lightning Network.

➡️ECB chief Lagarde says she "is confident" that Bitcoin will not end up in the EU central bank reserves. Here is the video of how she is explaining that Bitcoin isn’t liquid, secure, or safe for EU reserves.

Bitcoin trades 24/7—one of the most liquid markets in the world.

Its code secures $2T+ in wealth, never hacked.

It’s the most secure computer code ever written.

Remember what she said on Bitcoin a while ago: 'It's a matter that needs to be agreed at a global level. If there is an escape, that escape will be used.'

Oh one more: "People are happier to have a job than to have their savings protected." — Christine Lagarde, 10/30/2019

Christine Lagarde has been convicted of more crimes than the average Bitcoin user. Oh well, the more that central banks manipulate the money, the more people will want sound money, and the more people will turn to Bitcoin. Checkmate.

➡️Norway's sovereign wealth fund's indirect Bitcoin exposure has increased by 153% in the past year, reaching 3,821 BTC. Since 2020, its Bitcoin holdings have grown from 796 BTC to over 3,821 BTC, now valued at over € 350M.

➡️'A $400 home Bitcoin miner just mined a block worth OVER $330,000. They beat ONCE IN A LIFETIME odds.' -Pete Rizzo

On the 31st of January:

➡️'For the first time in nearly 2 years, the Bitcoin network is running out of pending transactions to fill up new blocks. It's looking like it could happen within a few hours (only 6 block backlog). This is nothing to worry about. But if you self-custody bitcoin, it's a great time to learn about UTXOs and consolidate the ones in your wallet, which could save you thousands of dollars worth of bitcoin in the long term.' - Tom Honzik

Learn more here: https://unchained.com/blog/too-many-bitcoin-utxos

➡️MicroStrategy will have up to $584m to buy more Bitcoin after its stock offering was oversubscribed by nearly 3X, increasing from 2.5M shares to 7.3M priced at $80 each.

➡️El Salvador removes Bitcoin's legal tender status and makes its acceptance voluntary, in line with IMF requirements for a $1.4B credit line. Francis Pouliot: 'Bukele bends the knee to IMF and officially abandons the original Bitcoin law that had caused Bitcoiners to move and invest there in the first place... exactly at the same time as the Bitcoin conference in El Salvador attracting Bitcoiners from all over the world.'

➡️The 2nd time this week another solo Bitcoin miner mined a $300.000 block.

On the 1st of February:

➡️'For the past three consecutive months, the Bitcoin network has processed more than $2 trillion worth of transactions. That's a lot of utility!' -Pierre Rochard

➡️Retail are capitulating their Bitcoin, whilst whales are buying. Transfer of wealth from the weak hands to the strong hands. Retail investors are reducing exposure, while large investors (whales) are capitalizing on this opportunity to accumulate. Historically, this divergence aligns with accumulation phases before price appreciation.

➡️So far, so good: Spot bitcoin ETFs pulled in $4.94 billion in January, which annualizes to ~$59 billion. For context: In all of 2024, they brought in $35.2 billion.

On the 3rd of February:

➡️Ethereum just fell -37% in 60 hours since the trade war headlines mid-day on Friday.

➡️$2B liquidated in 24 hours. That’s a record. More than the COVID dump. More than the FTX collapse.

➡️Trump signs an executive order to create a sovereign wealth fund spearheaded by Howard Lutnick and Scott Bessent. Both are avowedly pro-Bitcoin.

➡️New Record Bitcoin Network Computer Hashrate: 800,000,000,000,000,000,000x per second

➡️OKLAHOMA BITCOIN BILL SB 315 allows state employees (and all OK residents) to receive payments in Bitcoin. The bill has progressed to Committee consideration.

➡️'Solid, data-driven reporting on why Bitcoin mining is increasingly regarded among energy experts, academics, and those in the environmental movement as a net positive to the environment across several fronts.' - Daniel Batten on the Mara report.

https://x.com/MARAHoldings/status/1880063353168753133

➡️$562m leveraged Bitcoin positions liquidated as the price plunged as low as $91,359 this morning.

Credit: I have used multiple sources!

The complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

My savings account: Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. Use the code BITCOINFRIDAY

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple.⠀⠀⠀⠀ ⠀ ⠀⠀⠀

Do you think this post is helpful to you? If so, please share it and support my work with a zap.

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

⭐ Many thanks⭐

Felipe - Bitcoin Friday!

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

Anytime! Happy to hear you liked it.

2025-01-31T13:10:55+01:00

In reply to nevent1q…zm6c
_________________________

Anytime! Happy to hear you liked it.

The Latest Bitcoin & Macro news: Weekly Recap 27.01.2025 If ...

2025-01-29T00:50:40+01:00

The Latest Bitcoin & Macro news: Weekly Recap 27.01.2025

If you rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) click here:

https://habla.news/a/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqqxnzden8qcnqdpnxqmrjwpnvf92se

Do you think this post is helpful to you? If so, please share it and support my work with a zap.

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

⭐ Many thanks⭐

Felipe - Bitcoin Friday!

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

Nostr event nevent1qqste0jwztlyy6ww5nv7lrq0y08mryf20lwlnzwq226duza4pcpgctqzyq78msk9slhvupg0h3jcpxckp8geyplcyhwhva2tnyz7nj5q2ep2s65tarm

2025-01-28T23:49:58+01:00

The Latest Bitcoin & Macro news: Weekly Recap 27.01.2025
On Nostr, I will exclusively share the most significant Bitcoin news. (this note)

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

🧠Quote(s) of the week:

'DeepSeek increases my conviction that Bitcoin must be the hurdle rate for capital deployment. AI innovation at this speed and scale will substantially disrupt valuation metrics across industries and is not currently priced in. Those who secure a war chest of Bitcoin will be the long-run winners, picking up distressed assets for pennies on the dollar. Focus on three things: AI, Bitcoin, and energy.' -Matt Cole

Just to elaborate on the above statement by a tweet by dylan (nprofile…qnc2) in 2021:
'Problems:
1. Infinite liquidity doesn’t fix a solvency issue.
2. Inflationary monetary policy can’t work against technological deflation.

Solution: Bitcoin'

To me it is crystal clear: BTC was built for this. AI deflates, central banks print, and Bitcoin absorbs the chaos.

🧡Bitcoin news🧡

On the 21st of January:
➡️MicroStrategy shareholders approved increasing the total number of shares from 330 million to 10.3 billion, paving the way for future fundraising to acquire more Bitcoin (55.8% approval).

➡️Bitcoin's mining difficulty has seen a 24% quarterly increase since August 2024.
Saylor: "Bitcoin mining difficulty has reached a new all-time high.
Creating BTC requires proof of work and significant energy, making it increasingly expensive over time. Historically, mining difficulty and price are closely linked—a strong signal for bullish momentum."

The Difficulty Regression Model estimates the cost to mine 1 Bitcoin at $33.9K, while Bitcoin trades at ~$104K. This ~3x profitability margin showcases miners' resilience, even as mining difficulty continues to rise in this cycle: Glassnode https://t.co/bSY1SHBS7e

➡️'Bitcoin ETFs launched a year ago and now hold over 1,100,000 BTC which is ~5.7% of the current supply.' -Jameson Lopp

➡️The governor of the South African central bank scoffs at the idea of a strategic Bitcoin reserve asking, “Why not a strategic beef reserve? Why not an apple reserve? Why Bitcoin?!”
And at that same panel discussion at the World Economic Forum, we had Brian Amstrong, CEO of Coinbase, praising Bitcoin as the best money in the world.
“It’s clear at this point, bitcoin is a better form of money than gold…For a store-of-value, governments must hold bitcoin over time”

➡️Corporate announcements this morning:
- MicroStrategy has bought 11,000 BTC for $1.1 billion, and now holds 461,000 bitcoin.
Microstrategy now owns 2.195% of all Bitcoins that will ever exist.
- KULR Technology Group has bought 79 BTC for $8 million, and now holds 510 bitcoin.
- Genius Group has bought 52 BTC for $5 million, and now holds 420 bitcoin.

➡️ETH holders absolutely deserve what is coming. The following text/tweet by Vitalik Buterin just shows you how decentralized Ethereum is.
'No. This is not how this game works.
The person deciding the new EF leadership team is me. One of the goals of the ongoing reform is to give the EF a "proper board", but until that happens it's me.
If you "keep the pressure on", then you are creating an environment that is actively toxic to top talent. Some of Ethereum's best devs have been messaging me recently, expressing their disgust with the social media environment that people like you are creating. YOU ARE MAKING MY JOB HARDER.
And you are decreasing the chance I have any interest whatsoever in doing "what you want".
TLDR: There’s no “me” in Bitcoin. If your "crypto" has a leader, it's not decentralized. Period!

➡️Bitcoin mining in Texas has had a positive impact on the state's power grid and has also potentially saved billions by reducing reliance on expensive and polluting gas-peaking plants, according to the latest report from the Digital Assets Research Institute.

➡️Critical Metals Corp secures up to $500M in convertible note financing to purchase Bitcoin for its Bitcoin treasury strategy.
This makes them the first Nasdaq-listed critical minerals company to adopt Bitcoin as a treasury reserve asset.

➡️Legendary investor Ray Dalio says Bitcoin he owns Bitcoin to “reduce the risk of a portfolio”.

On the 22nd of January:
➡️ Finally Ross Ulbricht is free. Pardoning Ross is a promise fulfilled by Trump. Revealing that this was an act of the deep state is next level, calling the people who convicted him "scum." Trump: "The scum that worked to convict him were some of the same lunatics who were involved in the modern-day weaponization of government against me. He was given two life sentences, plus 40 years." Politicians stay Politicians, but I am glad Ross is free.
Ross didn’t sell drugs—he built an anonymous, free, and open platform on Tor called Silk Road.
'Silk Road sold apparel, art, books, collectibles, computer equipment, electronics, herbs, and yeah—drugs. But according to friends who used it, Silk Road was arguably the safest way drugs were ever sold: no street violence, no shady deals, and zero fentanyl. Everything was tested and peer-reviewed, like an Amazon for substances.'

Don’t forget… the DOJ seized 173,991 Bitcoin directly and indirectly from Ross Ulbricht.
It was $34 Million when they took it.
Today it’s worth ~$18.4 BILLION.

Newcomers to Bitcoin may not understand why old-timers care so much about Ross Ulbricht. Great explanation by Vijay Boyapati:
https://x.com/real_vijay/status/1881869635915809001

On the 23rd of January:
➡️China sold its entire 194K BTC stash, seized from PlusToken, despite official claims of transferring it to the national treasury, according to CryptoQuant CEO Ki Young Ju.

➡️YouTube rival Rumble to launch digital wallet to make Bitcoin and Tether payments. Tether-backed video-sharing platform Rumble to launch Rumble Wallet, which will allow creators to receive tips and subscription payments directly in Bitcoin or Tether.

➡️Ledger co-founder David Balland was kidnapped and a cryptocurrency ransom was demanded. GIGN rescued him and multiple suspects are in custody.
https://x.com/0xLouisT/status/1882711063306666287

On the 24th of January:
➡️SAB 121 has been rescinded, allowing banks to custody Bitcoin. Banks can now offer Bitcoin services to hundreds of millions of customers.
The Bitcoin Podcast: walker (nprofile…yza6)
But what exactly is SAB 121 and what does its repeal mean for Bitcoin? Eric Weiss breaks it down:
"I think that's gonna be a massive, massive catalyst down the road for a US dollar price appreciation of Bitcoin."
https://x.com/titcoinpodcast/status/1882599727880917490

➡️Bitcoin is above $100k but retail interest is the lowest it's been in 3 years.

➡️How popular is Bitcoin on Wall Street? 6% of all the money flowing into American ETFs is now Bitcoin.

➡️A user just successfully sent ~$866,430,722 worth of Bitcoin for a 33¢ transaction fee using the blockchain.

➡️President Trump’s new executive order protects American’s right to use public blockchains, develop and deploy software, participate in mining and validation, transact without censorship, and safeguard their own digital assets. The freedom to build, mine, and hodl Bitcoin.

➡️Spot Bitcoin ETFs are now bigger than ESG ETFs.

On the 25th of January:
➡️Bitcoin has completely dislocated from its ~70-day global M2 lag.
It's been on a run of its own for the last 30 days.

➡️As mentioned above but also in the segment (Macro/Geopolitics) Trump took a bold stand against CBDCs, protecting Americans from the financial tyranny they represent.
But now, Ripple is working behind the scenes to undermine his administration and sneak CBDCs in through a backdoor while lobbying heavily.
Ripple is public enemy number one this cycle, and it’s time everyone recognized it.
You don’t hate XRP enough, plain and simple.
If you understood what they’re trying to pull, your outrage would be through the roof.

Jameson Lopp Jameson Lopp (nprofile…d27a) : There's Bitcoin, then there's Crypto, then there's Ripple.
Ripple has attacked Bitcoin at a level rivaled only by BSV's lawsuits.
Ripple explicitly wants to power CBDCs. They have always been focused on servicing banks.
Few projects are as antithetical to Bitcoin.

Brad Garlinghouse douchebag and CEO of Ripple: "We would not be profitable or cash flow positive without selling our XRP holdings.”
All 100 billion XRP tokens were created out of thin air by Ripple Labs in 2012 and reserved for insiders.
Ripple's income comes from dumping these coins on the public.

On the 26th of January:
➡️Only 1,056,700 Bitcoin is left to be mined, forever.

On the 27th of January:
➡️MicroStrategy has acquired 10,107 BTC for ~$1.1 billion at ~$105,596 per Bitcoin and has achieved a Bitcoin Yield of 2.90% YTD 2025. As of 1/26/2025, they hodl 471,107 Bitcoins acquired for ~$30.4 billion at ~$64,511 per Bitcoin.

➡️Russia's largest energy supplier Rosseti to launch Bitcoin mining operations in areas with excess electricity, aiming to optimize energy use, increase tax revenue, and support the development of BTC mining in Russia.

➡️Brazilian oil giant Petrobras to launch Bitcoin mining operations using excess natural gas produced during oil extraction, to reduce energy waste and carbon emissions.

➡️MicroStrategy to offer 2.5 million shares of 'Series A Perpetual Strike Preferred Stock' to buy more Bitcoin.

➡️Arizona is the first state to pass a bill out of committee to create a ‘Strategic Bitcoin Reserve.’
Co-sponsored by Wendy Rogers and Jeff Weninger, the bill now heads to the state Senate floor for a vote.

➡️El Salvador is now the second fastest-growing tourist destination in the world.
Bitcoin and Tourism.

➡️'Cboe BZX Exchange files amended rules to allow in-kind redemptions and creations for the ARK 21Shares Bitcoin ETF.
This follows Nasdaq’s similar filing for BlackRock’s iShares Bitcoin Trust, signaling progress in spot Bitcoin ETF mechanics.' -Bitcoin News

What we have learned last week:
'Vitalik doesn’t buy Ethereum, only sells it.
Ripple doesn’t buy XRP, only sells it.
The US doesn’t buy USD, only prints it.
There can only be one Bitcoin— wake up' - Cory Bates

Credit: I have used multiple sources!

The complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

My savings account: Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. Use the code BITCOINFRIDAY

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple.⠀⠀⠀⠀ ⠀ ⠀⠀⠀

Do you think this post is helpful to you? If so, please share it and support my work with a zap.

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⭐ Many thanks⭐

Felipe - Bitcoin Friday!

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The Latest Bitcoin & Macro news: Weekly Recap 21.01.2025 If ...

2025-01-21T22:04:54+01:00

The Latest Bitcoin & Macro news: Weekly Recap 21.01.2025

If you rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) click here:

https://habla.news/a/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqqxnzdenxu6rjv3nxvcrjwpshyjrj9

Do you think this post is helpful to you? If so, please share it and support my work with a zap.

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⭐ Many thanks⭐

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https://m.primal.net/NWtk.png The Latest Bitcoin & Macro ...

2025-01-21T21:44:42+01:00

The Latest Bitcoin & Macro news: Weekly Recap 21.01.2025
On Nostr, I will exclusively share the most significant Bitcoin news.

For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Happy reading!

🧠Quote(s) of the week:

'For the love of God, Bitcoin is not a 'scam', and it is not 'going away'. Do yourself some good by honestly and thoroughly researching it, away from mainstream media nonsense. You can thank me and thousands of others on here later.'

'Do you actually understand what it means when the whole world tries to squeeze into a fixed supply digital asset that never gets diluted, is audited every 10 minutes, and trades 24/7 as the most liquid asset on earth? If you do, you’re holding on for dear life.' -Bitcoin For Freedom

🧡Bitcoin news🧡

After a short break from the recap, I am back. I got a new place and I had to focus on that project. Now before I start with this week's Weekly Recap I want to remind all the political larpers (Trump voters etc) of one thing:
THE PROMISE
1. Strategic Bitcoin Reserve
2. Free Ross day one

THE REALITY
1. 47M Wrapped BTC
2. Maybe free Ross later
3. 4.7M tron
4. 47M Ethereum
5. 4.7 M litecoin
6. Pardoned J6 participants
Oh, and he launched the biggest meme/shitcoin, and rug pulled the shit out of it.

On the 12th of January:
➡️Eighth consecutive positive adjustment on the horizon. We saw nine in 2021 and 17 in 2018. This is insane.

➡️A Santander Bank report highlights El Salvador’s booming tourism industry, fueled by Bitcoin adoption.
The country announced 3.9M tourists in 2024—a 22% YoY increase and nearly double the levels seen between 2013-2016.

➡️Bitcoin mining difficulty increased by 0.6101% today. The network has programmatically adjusted to a new difficulty level of 110,451,907,374,649 hashes, ensuring the target block time remains stable as global computing power on the network fluctuates.

➡️We now have 7 states, and counting, pushing a Strategic Bitcoin Reserve Bill:
- New Hampshire
- Alabama
- Florida
- Pennsylvania
- Texas
- Ohio
- North Dakota

On the 13th of January:
➡️Italy's largest bank Intesa Sanpaolo has started buying Bitcoin, according to leaked internal emails which celebrate the "first transaction" of €1m for 11 Bitcoin.

➡️The number of Bitcoin addresses holding over 100 BTC has surged by 8.6% since Trump’s election in November.

➡️Ming Shing Group from Hong Kong just acquired 500 Bitcoin for $47M.

➡️Semler Scientific has acquired 237 BTC for ~$23.3 million at ~$98,267 per Bitcoin and has generated a BTC Yield of 99.3% since adopting our BTC treasury strategy in May 2024. As of 1/10/2025, we held 2,321 Bitcoin acquired for ~$191.9 million at ~$82,687 per Bitcoin.

➡️$11.5 trillion BlackRock says that Bitcoin adoption is outpacing the internet and mobile phones.

On the 14th of January:
➡️The Bitcoin network has 610,929x more hashing computational power than the combined total of the world’s top 500 supercomputers.

On the 16th of January:
➡️'Someone just moved 11,000 Bitcoin worth $1.1 BILLION around the world for ONLY $1.50
The world's most efficient monetary network.' - Pete Rizzo

➡️XRP is down 80% from its bitcoin all-time high in 2017. Just don't do shitcoins, it's that simple.

On the 17th of January:
➡️'They did it again! Bindseil and Schaaf published the article, 'Arguments Against a Strategic Bitcoin Reserve'.
It is a wild ride, reaching peak FUD. Maybe even so wild that they had to publish it in a newspaper and not as an ECB blog post.
This is ultra bullish' - Dr. Jan Wüstenfeld

➡️Metaplanet's market cap closes above $1 billion for the first time since adopting a Bitcoin Standard.

➡️Jeroen Blokland: ‘Nearly one-fifth of all U.S. states are formally weighing whether to have public funds invest in Bitcoin.’
I am afraid and convinced at the same time that soon, the EU will be the only region still aiming to introduce a central bank digital currency. As a result, it will trigger more polarization, and Europe will lose the Bitcoin battle, just as it hopelessly lost the technology and AI battle.

➡️'ETH was supposed to become deflationary after the "merge"
But now the supply is almost back to where it was BEFORE the merge
If you're still falling for this shit, you deserve to get scammed.' -Rajat Soni

To make it even worse:
'The ETHBTC ratio is now lower than the day when Coinbase listed it in 2016. You would have been buying ETH at ~$13, but funny enough if you would have just bought and held Bitcoin, you would have actually outperformed it.' -Pledditor.

➡️ First union in Idaho bought Bitcoin.
➡️ California state officials embraced Bitcoin.
➡️Wyoming filed for Strategic Bitcoin Reserve bill.
➡️Massachusetts filed for Strategic Bitcoin Reserve bill. Up to 10% of the $9 Billion Commonwealth Stabilization Fund can be invested in Bitcoin

➡️'Unredacted FDIC documents reveal coordinated efforts to restrict Bitcoin activities under Operation Chokepoint 2.0, exposing systemic discrimination against the industry.' TFTC
Ridiculous actions were taken with intent over the last few years. We all knew it. I am not surprised at all.

➡️The Bitcoin network finalized more than $19 trillion worth of BTC transactions in 2024. More than double the $8.7 trillion settled over the network in 2023 - reversing two years of declining transaction volume since 2021. Decisively proving that Bitcoin is both a store of value and a medium of exchange.

On the 18th of January:
➡️ Swiss Bitcoin advocates are pushing for the Swiss National Bank to add Bitcoin to the national reserves - Bloomberg
They need 100,000 signatures to put it to a national vote.

➡️3.47M Bitcoin addresses hold more than 0.1 BTC. If you own one of them you’re set for life.

➡️Donald Trump dropped a meme coin instead of stacking Bitcoin for a Strategic Reserve. If the president of the UNITED STATES OF AMERICA can launch and promote a memecoin, then essentially it's OK (and not shamed) for anyone/anywhere to do so.

The grift to come is going to be unreal, even by CrApTo standards.
A memecoin/shitcoin is a zero-sum* lottery.
There is no wealth creation. Every buy order is simply matched by a sell order. After an initial spike, the price eventually crashes and the last buyers lose everything.

That's the only thing I am going to share on the subject.

➡️Arizona Strategic Bitcoin Reserve bill introduced
The State can invest up to 10% from:
1) State general fund - $28B
2) State retirement funds - $50B

➡️ Bitwise bought +$200 MILLION Bitcoin for its ETF today. The biggest single-day inflow since launching last year.

On the 19th of January:
➡️ Bitcoin Network System Explained in a Chart:

On the 20th of January:
➡️Bitcoin mining difficulty hits a NEW ALL-TIME HIGH.

➡️YouTube rival Rumble started buying Bitcoin for its balance sheet on Friday - CEO

➡️Bitcoin went up 20x in Trump's first term as President. 10x this time?

Credit: I have used multiple sources!

The complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

My savings account: Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. Use the code BITCOINFRIDAY

Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple.⠀⠀⠀⠀ ⠀ ⠀⠀⠀

Do you think this post is helpful to you? If so, please share it and support my work with a zap.

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

⭐ Many thanks⭐

Felipe - Bitcoin Friday!

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The Latest Bitcoin & Macro news: Weekly Recap 07.01.2025 On ...

2025-01-08T00:37:15+01:00

The Latest Bitcoin & Macro news: Weekly Recap 07.01.2025
On Nostr, I will exclusively share the most significant Bitcoin news.

🧠Quote(s) of the week:

Bitcoin is freedom of speech in the language of money.

'The five stages of a No-Coiner:
1. Denial (most people are here)
2. Anger (Peter Schiff)
3. Bargaining (Shitcoiners)
4. Depression (Rekt shit-coiners)
5. Acceptance (Bitcoiner)' - Bitcoin for Freedom

🧡Bitcoin news🧡

On the 31st of December:
➡️Impressive growth for Unchained in securing Bitcoin for clients. $9.5 billion financial services company Unchained helped its clients secure over 100,000 Bitcoin in 2024.

➡️'ETH/BTC is down 30% this year—the "world computer" needs a new narrative quickly, otherwise, it's going to fall another 100%.' -Joe Consorti

➡️'Since the beginning of Q4, treasury operations delivered a BTC Yield of 47.8%, a net benefit of 120,600 BTC to our shareholders. At $96K per BTC, that equates to $11.6 billion for the quarter.' - Michael Saylor

On the 1st of January:

➡️BlackRock's Spot Bitcoin ETF now holds over 2% of all the Bitcoin that will ever exist.

➡️MicroStrategy is now down 47% since hitting an all-time high 6 weeks ago.

➡️'$793M worth of Bitcoin was transferred from MicroStrategy-linked Coinbase Prime Custody addresses to unknown wallets, according to Arkham Intelligence.' -Bitcoin News

➡️We start the year with a new low on Bitcoin on exchanges, and 30k Bitcoin withdrew in the last 24 hours.

➡️Daniel Batten: 'Little known fact: The World's largest Sovereign Fund (Government Pension Fund Global, Norway) already has significant Bitcoin exposure.
The fund has invested $217 million in MicroStrategy, tripling its allocation between Aug 2023 and Aug 2024.
Expect more of this in 2025.'

➡️New research paper published:
https://www.cetjournal.it/cet/24/114/061.pdf
TL;DR: Pairing Bitcoin mining and Green Hydrogen can:
accelerate the build-out of solar and wind capacity
boost capacity for negative emission technologies, capturing >7.4 t CO2e per Bitcoin

➡️Globalt Investments senior portfolio manager Thomas Martin reveals that the company currently has 10% of its portfolio in gold and that it could increase its holdings in Bitcoin, but probably below 5%.

➡️Hong Kong-listed company Yuxing buys 78.2 #Bitcoin for $6.3 million.

➡️2024 is in the books, and the results are clear:
Bitcoin topped the charts again, outperforming every major asset class for the year.
Investment returns last year:
Bitcoin: +121%
Gold: +27%
NASDAQ: +26%
S&P 500: +25%
Dow Jones: +13%
Emerging Markets: +6%
Cash: +5%
Real Estate: +5%
Commodities: +2%
Oil: +1%
US Bonds: +1%

Again Bitcoin is at the top. There is no second best.
By simply buying and holding Bitcoin, you outperformed 99.99% of all financial institutions on planet Earth in 2024, without hidden fees and bullshit.

On the 2nd of January:
➡️Billionaire investor Ray Dalio recommends Bitcoin as 'hard money' amid national debt increases, per the Block.
Recently I have seen a Ray Dalio interview. He owns Bitcoin, but he still doesn't understand some basic concepts. Oh well, Gradually then suddenly.
Ray Dalio: "I want to steer away from debt assets like bonds and debt, and have some hard money like gold and Bitcoin."

➡️FORBES: Bitcoin mining in Africa “has shown to provide the much-needed revenue to boost electricity infrastructure development, create jobs, sustainably electrify rural communities, and catalyze green energy production.”

➡️The Oxford English Dictionary added the word "satoshi'.

➡️Fold announces up to $30M in convertible note financing, backed by Bitcoin, to fuel growth and fast-track product development.

On the 3rd of January:
➡️On this day 16 years ago Bitcoin went online! Happy Bitcoin Genesis Block Day!
This block is unspendable. Satoshi also waited 6 days before mining block #2 so others had time to join the network.
Now that Bitcoin has existed for 16 years! Lindy effect says that Bitcoin would at least exist for another 16 years.
January 3, 2009. Satoshi undermines block 0 on a difficulty 1 CPU and incorporates into the Genesis Block hexadecimal code base the headline of that day’s Times “The Times 03/Jan/2009 Chancellor on the brink of second bailout for banks”. The bank bailout plan ‘cause of the subprime mortgage crisis in the GFC.
Since that day, the network has grown dramatically. Now, millions of people all over earth use Bitcoin. And while it’s great to hear that other countries like El Salvador, Bhutan, and others are embracing Bitcoin, I can’t help but wish my own country 🇳🇱 was embracing Bitcoin too.
Tick tick, next block without fail, Bitcoin continues to provide us with the most significant tool for freedom of speech and monetary sovereignty in the digital age!
Bitcoin is about financial inclusion and economic empowerment.🎯
Bitcoin is secured by the most powerful computing network in the world!🧡

Which leads me to the following.
➡️Just like with other emerging tech, perspectives evolve. Fascinating to see that finally, the vast majority of academic papers are recognizing the benefits of Bitcoin Mining.
Daniel Batten: "87.5% of contemporary peer-reviewed literature on Bitcoin and energy highlight Bitcoin mining having significant, scaleable environmental benefits
This shift in scientific consensus follows the same trend as that of other nascent technologies, where first-generation research is superseded by more nuanced work based on better understanding, more case studies, and improved data."
Here you can find the list of those 14 of the last 16 peer review academic papers: https://x.com/DSBatten/status/1874858383523618887

➡️Another one, a scientific paper suggests that Bitcoin could function as a safe haven in relation to geopolitical risk in times of market crashes.
"We find that Bitcoin and the Swiss Franc function as safe havens in relation to geopolitical risk in times of market crashes while Gold and Treasury bonds do not. [...] the protective aspects [...] mainly show through large stock market moves."
https://www.sciencedirect.com/science/article/abs/pii/S1544612324015721#:~:text=Using%20S%26P%20500%20and%20GPR,and%20Treasury%20bonds%20do%20not

➡️Eric Balchunas: "IBIT with its biggest outflow day ever yesterday with $332m, about 0.7% of the total aum. It's so over.."
We had a good run everyone. haha

➡️If you were hoping to see evidence for how simple it can be to do Bitcoin right… here you go. Just buy and hold.
https://x.com/sminston_with/status/1874978781200588838

➡️Bitcoin's network hashrate increased by 56% in 2024, from 512 to 800 exahash per second.

➡️ Chinese auto-trading platform Cango Inc. now holds 933.8 Bitcoin.
The company increased Bitcoin mining production by 56% in December, producing 569.9 BTC.

➡️'Bitcoin's UTXO set grew from 153.4M to 186.4M during 2024, adding 1 net additional UTXO per second.' - Jameson Lopp

On the 4th of January:
➡️'Unredacted FDIC documents reveal coordinated efforts to restrict Bitcoin activities under Operation Chokepoint 2.0, exposing systemic discrimination against the industry.' TFTC
Ridiculous actions were taken with intent over the last few years. We all knew it. I am not surprised at all.

➡️The Bitcoin network finalized more than $19 trillion worth of BTC transactions in 2024. More than double the $8.7 trillion settled over the network in 2023 - reversing two years of declining transaction volume since 2021. Decisively proving that Bitcoin is both a store of value and a medium of exchange.

On the 5th of January:
➡️The largest Bitcoin mine in the world is nearing completion.
Riot Blockchain’s new facility is under construction in Corsicana Texas, which, once fully developed, will be powered by 1 gigawatt in total mining capacity.

➡️Ffs nothing learned from 2022, ahumm FTX ahuhmm Celcius. 'One of the largest publicly traded Bitcoin mining firms in the U.S., MARA, has lent 7,377 BTC to third parties to generate yield, representing approximately 16% of its total reserves. These loans are “short-term arrangements with well-established third parties.” The long-term objective is to generate sufficient yield to offset operating expenses.'
Surely nobody has even gotten caught offsides rehypothecating their Bitcoin, right? Right!?!?!?

➡️Metaplanet is aiming to expand its Bitcoin holdings more than fivefold to 10,000 Bitcoin in 2025, says CEO Simon Gerovich.

For those beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla.
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.

Do you think this long format post is helpful to you? If so, please share it and support my work with a zap.

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

⭐ Many thanks⭐

Felipe -Bitcoin Friday!

▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

Gotta have the vision!👀🤣 Study, learn, hodl, decouple. ...

2025-01-05T12:39:10+01:00

Gotta have the vision!👀🤣

Study, learn, hodl, decouple.
#bitcoin 🧡
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#zap 🧡 #nostr #BTC #plebchain #grownostr #adoption

On this day 16 years ago Bitcoin went online! Happy Bitcoin ...

2025-01-03T07:10:11+01:00

On this day 16 years ago Bitcoin went online! Happy Bitcoin Genesis Block Day!

This block is unspendable. Satoshi also waited 6 days before mining block #2 so others had time to join the network.

Now that Bitcoin has existed for 16 years! Lindy effect says that Bitcoin would at least exist for another 16 years.

January 3, 2009. Satoshi undermines block 0 on a difficulty 1 CPU and incorporates into the Genesis Block hexadecimal code base the headline of that day’s Times “The Times 03/Jan/2009 Chancellor on the brink of second bailout for banks”. The bank bailout plan ‘cause of the subprime mortgage crisis in the GFC.

Since that day, the network has grown dramatically. Now, millions of people all over earth use Bitcoin. And while it’s great to hear that other countries like El Salvador, Bhutan, and others are embracing Bitcoin, I can’t help but wish my own country 🇳🇱 was embracing Bitcoin too.

Tick tick, next block without fail, Bitcoin continues to provide us with the most significant tool for freedom of speech and monetary sovereignty in the digital age!

Bitcoin is about financial inclusion and economic empowerment.🎯

Bitcoin is secured by the most powerful computing network in the world!🧡

Study, learn, hodl, decouple.
#bitcoin 🧡
▃▃▃▃▃▃▃▃▃▃▃▃▃▃

#zap 🧡 #nostr #BTC #plebchain #grownostr #adoption

“Tomorrow Bitcoin is 16 years old. 3rd of January 2009 Satoshi ...

2025-01-02T22:56:34+01:00

“Tomorrow Bitcoin is 16 years old. 3rd of January 2009 Satoshi Nakamoto mined the Genesis Block. I would consider this the most important happening in modern human history.”
- Bitcoin For Freedom

Study, learn, hodl, decouple.
#bitcoin 🧡
▃▃▃▃▃▃▃▃▃▃▃▃▃▃

#zap 🧡 #nostr #BTC #plebchain #grownostr #adoption

@npub1l77…swft thanks for your suggestion.

2025-01-01T21:19:55+01:00

In reply to nevent1q…jqgq
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Jurjen de Vries (npub1l77…swft) thanks for your suggestion.