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
https://cdn.azzamo.net/268e40fd299df6ad3344729b3edf07d6121b3b45e3fa84c4609a6d14f6a1cf38.webp
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.'
https://cdn.azzamo.net/ea6da4264bc5a6eaf1a660986bb06e1829f53492be78cf11f0ea932253bb5eae.webp
On the 22nd of November:
➡️Bitcoin fell below the average Bitcoin ETFs purchase price.-Quinten
https://cdn.azzamo.net/b36328559de918a4cd7e98b8f7f0debbc69be0106a5d07ad234828135b60b48b.webp
➡️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
https://cdn.azzamo.net/ad16517567d04aaee5b4959ca6c8b45c2456abc25fa17631d82751d4b7b2229d.webp
➡️'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!
https://cdn.azzamo.net/988c22a941f1831ae9e84ea7dde1d3d6980b344e9f27efee061aec626b2ac836.webp
➡️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?
https://cdn.azzamo.net/7a5cc4a0396eafbe766418f81f89fafbda570d52470f1bdb788e4f38f6ddcff6.webp
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.
https://cdn.azzamo.net/9833f37b9277283ddf295463c6c4a845209d56b3cd4c56154003992e9297cd99.webp
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.'
https://cdn.azzamo.net/8e76123ff749332f0378e7ff12508dda3652406b177014c940d452ac42009bfd.webp
➡️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.
https://cdn.azzamo.net/76fad15a508ee0419eabe7b421becf034fbf7e779d544ab544a3474e7875b91b.webp
➡️'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
https://cdn.azzamo.net/46a19984356bf1f566f98c62dcded8d29485fd17667918d8f9bd5e1aea79c8cb.webp
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
https://cdn.azzamo.net/6eba4217daa906424fdc787c552b3ec6517903df013aed3ef9382dd0604d571f.webp
➡️'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
https://cdn.azzamo.net/66ebd46312158cc42c414564c255bc68fec957574053b52c59af4d8bb24dcbde.webp
Anyway, people, study Bitcoin.
➡️Highest amount of unrealized Bitcoin losses since the 2022 bear market.
https://cdn.azzamo.net/3fe0aebb6a4789a7d25fbcfbe7f9d0f9083cb1b66a256192baaa7150749804e6.webp
➡️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:
https://cdn.azzamo.net/cc80f3284f3e5d589e04f1af24692c2c3c3062aa31ea9f93078dfa405a3a6b5a.webp
➡️“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 >>>
https://cdn.azzamo.net/19fae59e9304e2a7d15cc5a31df777854016e58753dc9dfe334d347bcebf9fd4.webp
➡️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.
https://cdn.azzamo.net/0998a8c97d2bbe4bfb4f73b4013404a3634ab61d13cd44dfcc9076f126ea6037.webp
➡️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.
https://cdn.azzamo.net/6f28155d155513882be2f4b7ea11eebc0b81c0d02adf69af7d47134faf1dd0f0.webp
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
(https://cdn.azzamo.net/6cdf6ddbfe39b834b9fc8185e6df09489e1ef0e4bbc3644504dc322588852e02.webp)
## 🎁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. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
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⭐ Many thanks⭐
Felipe - Bitcoin Friday!
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