Bitcoin Alpha: Weekly Review
A deep dive into the most important Bitcoin insights from discussions in the 11th week of 2025.
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🚨 The U.S. Strategic Reserve Isn’t Priced In
The government isn’t buying Bitcoin—yet. Instead, they’re keeping seized BTC instead of selling it. That’s a massive shift. (h/t Coin Stories - News Block)
Treasury Secretary Scott Bessent & Howard Lutnick are exploring how to stack Bitcoin without spending taxpayer money. Ideas on the table:
• Revaluing U.S. gold reserves
• Selling government assets (yes, even cheese 🧀)
• Mining BTC with wasted energy
• Using a $40B government slush fund
This is real—just not priced in.
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đź‘€ The Altcoin Bloodbath Is Coming
• Bitcoin gets its own strategic reserve ✅
• Altcoins get a “digital asset stockpile” ❌
• BTC won’t be sold—altcoins can be.
The White House has officially separated Bitcoin from the rest. Bitcoin is the asset nations will hold. Altcoins are for liquidation. (h/t Coin Stories - News Block)
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đź’° $1M Bitcoin Is Coming Faster Than You Think
Jesse Myers (Croesus) lays it out:
• Bitcoin’s adoption is still absurdly low—only 0.2% of the world owns a meaningful amount.
• You are still front-running 99.8% of the world.
• Government & institutional adoption was always inevitable.
The price suppression, ETF games, and government posturing are all part of the pre-game. If you think BTC is expensive now, wait until the real demand kicks in. (h/t The Bitcoin Podcast - Jesse Myers)
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📉 Why the Market Is Dumping (and Why It Doesn’t Matter)
Jack Mallers says people who think Bitcoin trades on government announcements are clueless.
• Bitcoin is NOT a hedge—it’s the solution.
• BTC is a put option on the entire fiat system.
• The market is tanking because liquidity is drying up—on purpose.
The U.S. needs cheaper money to refinance $10T in debt this year. The fastest way to get it? Let the market crash until the Fed folds. (h/t Money Matters - Jack Mallers)
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🏛️ The Fed Is Losing Control—Jeff Snider Breaks It Down
• The Fed doesn’t control the economy.
• The Fed doesn’t even control money.
• Central banks are “wacky superstitions” propped up by media & politicians.
The global economy never recovered from COVID—we’ve just been riding a fake growth narrative based on inflation illusions. (h/t What Bitcoin Did - Jeff Snider)
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⛏️ Mining’s Future: Decentralization & Heat Recycling
Bitcoin mining is shifting from large industrial farms to individual homes & small networks.
• Miners are integrating with home heating & energy grids.
• Every house could have a miner. It’s the ultimate defense against centralized control.
• Mining will fundamentally change the power industry. (h/t Bitcoin Park - NEMS25 Mining Panels)
Meanwhile, public Bitcoin miners are struggling to justify their existence.
• ETFs & MicroStrategy provide cleaner exposure.
• Most miners have destroyed more capital than they’ve created.
• Sats per share is the new metric that actually matters.
CleanSpark & Cathedra Bitcoin are taking radically different approaches—some stacking Bitcoin, others just using mining as cash flow. (h/t Bitcoin Park - NEMS25 Public Market Bitcoin)
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🔬 Can Quantum Computers Break Bitcoin?
Hunter Beast explains:
• The risk isn’t imminent, but it’s coming.
• Quantum computers could eventually break private keys from public addresses.
• The fix? A soft fork with quantum-resistant cryptography.
This isn’t FUD—it’s preparation. Bitcoin has evolved before. It will again. (h/t What Bitcoin Did - Hunter Beast)
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🔥 TL;DR: The Game is Changing
• The U.S. is moving toward a Bitcoin standard—but quietly.
• Altcoins are about to get dumped.
• Liquidity is tightening—intentionally—to force rate cuts.
• Bitcoin’s future is decentralized mining, sovereign adoption & quantum resistance.
• You’re still early.
Stay humble. Stack Sats. Pura Vida.