https://blossom.primal.net/cc2dcec361355d89c2a97e9b1f20957447063920d68f3009007b267ead96af50.webp
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 18.08.2025
🧠Quote(s) of the week:
"So let me get this straight… All currencies are pegged to the US dollar… but the US dollar is backed by nothing but debt… and that debt is running out of control at an unsustainable rate. So the entire global financial system is basically bullshit? Got it… buy Bitcoin." - Mark Wlosinksi
“Governments make life more expensive with more and more regulations,” writes @PeterDeKeyzer. “Then they ease the pain with subsidies.” And: “Regulations kill growth, innovation, competition, and prosperity.”
Divide et impera. Politicians (still) love it.
🧡Bitcoin news🧡
Last weekend we, Noderunners, had a great bbq. Great conversations about Bitcoin, love, politics, but above all about life. Man, woman, Black, white… from Fryslan or from Limburg. None of it matters at all… because:https://cdn.azzamo.net/14cdfd46b6e5d9174718224be5cac40c218a287be8c4c2be4ccd5111bdf8bd0e.webp
Tiny reminder:
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/
https://cdn.azzamo.net/38f5c4bda36f85de2c67131dd5b718e9a50a1d0dec32912a01b6ff5075ced312.webp
On the 12th of August:
➡️World's largest pension fund increases its Bitcoin exposure by 192% in Q2.
On the 13th of August:
➡️Charles Edwards: "Shut the front door. Yesterday, institutional Bitcoin buying represented 75% of Coinbase's volume. All readings above 75% have seen higher prices one week later."
"80% of the time in the last decade, when Bitcoin long-term holders' share of supply pulls back from a peak (like today), the price skyrocketed. When price was already rallying (like today), it was a 100%" https://t.co/dKkyMoJ6gF
➡️Pierre Rochard: 'ETH supply is 120 million, far above 100 million. There is no ceiling, you will get diluted.'
https://cdn.azzamo.net/96e6a328df489c9bd8269db33e31cf0270d787f57d591104cd55f36833105ef9.webp
➡️Kazakhstan approves Central Asia’s first spot Bitcoin ETF. Trading begins tomorrow.
➡️Stocks are near record highs, up 90% in dollars over 5 years but down 81% priced in bitcoin. - Priced in Bitcoin
On the 13th of August:
➡️Google bans unlicensed Bitcoin wallets in the U.S. and EU. The war on self-custody has begun. Google Play’s new policy could remove non-regulated wallets in the U.S. and EU starting December 2025 — hitting millions of users.
https://cdn.azzamo.net/e8929bd4974a1d9498e7263003dc44cb574ae43f77716d8e4a454fdeef376d1b.webp
Google Play will ban non-custodial wallets unless developers hold a FinCEN, state banking, or MiCA license. In the EU, MiCA rules effectively block such wallets entirely from the store.
On a funny note...the reason why Google just attacked Bitcoin...
https://cdn.azzamo.net/563993eda401e667718265ad5c41a72a0119798edff484b2ed89641002081f3b.webp
On the 14th of August:
➡️Pledditor: "Bitcoin just made a fresh new all-time high. Let's check in on how those treasury stocks that pitched 'bitcoin as the hurdle rate' are doing: $MSTR -29% $CEPO -35% $H100 -36% $CEP -51% $MTPLF -59% $NAKA -62% $SWC -66% $MATA -69% $LQWD -79% $SQNS -79%.
Whoops."
➡️"Ethereum inflated by nearly 1,000,000 ETH in just ~1 year. It's worse than I thought, and there are no signs of stopping.
Vitalik sold you Proof-of-Stake, saying ETH will become "ultra sound money". Instead, you get an unexpected 1 MILLION new ETH printed out of thin air in just 1 single year. It's no different than holding fiat currency." -Grubles.
https://cdn.azzamo.net/1891567a22b3ce873ce954bfd610d3080a1753641adeb81878abb9d55ae5f005.webp
Oh, and by the way, about $3.31B in ETH (718,351 ETH) is currently stuck in Ethereum’s exit queue, with withdrawals estimated to take over 12 days. If some of you are still doing shitcoins, well, oh well, don't do shitcoins.
➡️US Treasury Secretary Scott Bessent says “we are not going to be buying”. Great! Would rather have Bitcoin in the hands of individuals.
➡️Jack Dorsey’s Block has released the first-ever American-made Bitcoin mining ASIC!
On the 15th of August:
➡️BowTiedMara: "The Bank of International Settlements (BIS) wants to start marking bitcoins. The central bank of central banks is essentially proposing to create a grading system from 0 to 100 for each satoshi, based on transaction history. If the score is low, companies and even users could refuse to accept that bitcoin, claiming it would be "tainted" by links to illicit activities. If this were implemented globally, it could create a parallel market where "clean" bitcoins would have different values than "marked" bitcoins. How about you grade deez nuts?"
https://cdn.azzamo.net/157fe0edfaadcac1e8efafd61120205edde19ad6d6b2507a44aacf9700e3862b.webp
Source: https://www.ledgerinsights.com/bis-proposes-grading-wallets-for-permissionless-blockchain-aml/
➡️Wells Fargo increases Bitcoin exposure from $26M to $160M in Q2. The banks are quietly buying.
➡️ Bitcoin accumulation demand reaches its highest level ever.
https://cdn.azzamo.net/84c144523b47aa8650900faa9ab0ca7b5443a98a73a3b7996168f84faa5dca1a.webp
➡️Hedge fund Brevan Howard just disclosed ownership of $2.3 BILLION worth of Bitcoin ETFs. Brevan is now the largest institutional holder of BlackRock's Bitcoin ETF.
➡️ Federal Reserve to scrap program devoted to policing banks on Bitcoin, crypto, and fintech activities.
Joe Consorti: "The Fed just killed all unlawful supervision of banks engaging in Bitcoin activities. Bitcoin as collateral, the biggest 21st-century unlock for financial institutions, is now on the table."
On the 16th of August:
➡️'Norges Bank, Norway’s central bank, increases its Bitcoin equivalent exposure from 6,200 to 11,400 BTC in Q2, an 83% jump. The position is almost entirely in Strategy (formerly MicroStrategy), with a small addition in Metaplanet.' - Bitcoin News
➡️New Record Global Bitcoin Mining Hashrate 940,000,000,000,000,000,000x per second.
https://cdn.azzamo.net/ff26b402c6880f721b30c9cfb136d894dc30ec5f2c246dac9020fce9d6b08ed7.webp
➡️BlackRock’s Larry Fink is now interim co-chair of the WEF. He controls Wall Street. Now he controls Davos. Fink’s BlackRock currently holds nearly 750,000 BTC in its IBIT ETF. Kinda crazy and dangerous if you would ask me.
➡️Bitcoin 200-day moving average breaks above $100k for the first time EVER!
On the 17th of August:
➡️Bitcoin is becoming a corporate treasury standard. 35 public companies now hold 1,000+ BTC.
https://cdn.azzamo.net/d0f98994b8f94d74fb6f64fe5e2b759ff6b517fe69ea7a6e74b1764083d66411.webp
➡️'Calling a Bitcoin top here is fighting history and probability. Every prior Bitcoin bull cycle topped at the overextended MVRV +2SD line. This cycle hasn’t even reached the 1.5 SD level. The bull market continues.' -On Chain College
https://cdn.azzamo.net/ae939b7b1d64b1ae9801ebce22807e91188c1dd63832ee49d756242a9e2b71db.webp
➡️Thailand launches a program to allow foreign visitors to convert Bitcoin and crypto into local currency.
➡️Strategy has acquired 430 BTC for ~$51.4 million at ~$119,666 per bitcoin and has achieved BTC Yield of 25.1% YTD 2025. As of 8/17/2025, we hodl 629,376 Bitcoin acquired for ~$46.15 billion at ~$73,320 per Bitcoin.
🎁If you have made it this far, I would like to give you a little gift:
What Bitcoin Did: The Bitcoin Treasury Playbook | Preston Pysh
Preston Pysh gives us a masterclass on Bitcoin treasury companies, unpacking the mechanics behind Michael Saylor’s strategy and why it has outperformed Bitcoin since 2020. He explains how preferred stock and convertible debt are being engineered to funnel Bitcoin onto balance sheets, why the unraveling of the fixed-income market is the hidden fuel behind this model, and the risks investors face in treating treasury companies as a proxy for holding Bitcoin. Preston gets into the accounting controversies around MicroStrategy, the looming threat of government nationalisation, and why self-custody Bitcoin is the ultimate safeguard.
In this episode:
Why self-custody Bitcoin is important
How preferred stock and convertible debt power treasury growth
The collapse of the 40-year fixed-income bull market
Understanding premiums to NAV and dilution risks
“Ponzi-adjacent” Bitcoin treasuries
Nationalisation and centralisation risks for Bitcoin
Why the STRC issuance may be one of the most brilliant financial products ever designed
Watch here: https://youtu.be/dfHkgYOsiFI
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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⭐ Many thanks⭐
Felipe - Bitcoin Friday!
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