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 28.04.2025

🧠Quote(s) of the week:

'We are watching the greatest transfer of wealth in the history of the world. You are either on the right side, or you are not..... This is for all of the marbles.' - Lawrence Lepard

“Well, well, well… how the turntables.” ~Michael Scott

🧡Bitcoin news🧡

42,000 BTC taken off exchanges in the last month. ETFs bought 4,500 BTC yesterday (21st of April), and gold is doing all-time highs every day. Something is brewing.

On the 21st of April:

➡️Oregon Attorney General Dan Rayfield sues Coinbase over unregistered securities sales.

➡️It makes sense that capital will flow from real estate to Bitcoin.

Over 20 years:

$100K in Bitcoin at 30% CAGR = $19M.

$100K in real estate at 10% CAGR = only $670K.

The difference in potential long-term returns is astronomical.

On the 22nd of April:

➡️The Swiss National Bank is loading up big on Saylor’s Strategy

➡️Bitcoin is following the money/M2

➡️The first time Bitcoin hit $88,000 (Nov 11), Ethereum was trading at $3377. Today, with Bitcoin trading at $88,000, Ethereum is trading at $1562 (-54%). Incredible, yet so unsurprising.

➡️American Funds Has Bought 3.3 Million Strategy₿ Stocks For 1.03 Billion Dollars At A Average Price Of $307.5 Per Share In Q1 2025.

➡️The market dominance of Bitcoin continues to rise.

➡️ Bitcoin surges above $90,000 for the first time since March 7th.

➡️Pro-Bitcoin Paul Atkins was officially sworn in as the new SEC Chair.

➡️US Bitcoin ETFs posted their strongest inflow day, ETFs bought $381 MILLION worth of BTC, since January yesterday.

On the 23rd of April:

➡️Cantor Fitzgerald, Tether, and SoftBank are forming a $3B Bitcoin investment vehicle, with Tether contributing $1.5B in BTC. Bitfinex and SoftBank will add $600M and $900M. Modeled after Saylor’s playbook, the firm aims to absorb billions in Bitcoin. Jack Mallers to be the CEO of SoftBank, Cantor, Tether, and Bitfinex's "multibillion-dollar bitcoin acquisition vehicle". Twenty-One is set to launch with 42,000+ BTC.

'Masayoshi Son's biggest Bitcoin bet yet. In 2017, Softbank's Son personally bought ~$200M of Bitcoin near the top, then sold months later, reportedly losing over $130M. Earlier this year, SoftBank invested $50M in Cipher Mining, acquiring approximately 10.4 million shares (3%) to support HPC data center development and entering into a month-exclusive negotiation for data center space which was never completed. This time, it looks like the bet from one of big tech's most infamous risk takers can't be unwound so easily.' - Matthew Sigel

Hello, game theory!

Sam Callahan:

'A Bitcoin treasury company with:

– Cantor’s institutional Rolodex & capital markets expertise

– Tether’s profitability & technological expertise

– SoftBank’s huge war chest & portfolio of companies

– Jack Mallers’ energy & leadership

A serious player just entered the fray.'

Let the games begin. Food for thought. A great read by Adam Livingston: “Bitcoin’s next leg up won’t be demand-driven. It will be capital-structured. Engineered. Manufactured. Monetized.” https://x.com/AdamBLiv/status/1915220871699890312

'This all is great for Number Go Up. Not so great for Freedom Go Up. Basically a company that sells you stocks (paper bitcoin) and they own the bitcoin. You can do better: self-custody bitcoin. You'll make more profit, no third party risks.' - Anita Posh

Do you remember last week's quote by Jameson Lopp:

'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.'

➡️CarlBMenger:'Bitcoin hit a new ATH against the NASDAQ. The decentralized revolution just outran Wall Street’s elite. The people’s protocol is winning.'

➡️Mara: Our gas-to-power network has eliminated CO₂ equivalent emissions on par with removing 6,800 gasoline vehicles from the road for a full year—while simultaneously lowering energy costs. Learn more from our recent blog post: https://www.mara.com/posts/mara-energizes-full-25-mw-micro-data-center-initiative-powered-by-associated-natural-gas

Daniel Batten: "MARA recently joined 28 other Bitcoin mining companies who collectively mitigate 3.5 Million Tonnes of CO2e emissions per year by using previously flared gas or vented gas as their fuel source ... and have now scaled up fast to 25MW of flare-gas powered mining!"

From energy vampires to green energy producers. Bitcoin miners are changing the world.

➡️M2 money supply has now been expanding at 4.1%. After reaching its deepest contraction in 65 years. This is very constructive for the markets.

One month later, right on schedule... and this is before the Fed, ECB, PBOC, and BOJ start easing.

➡️As of April 23, 87.3% of Bitcoin's circulating supply was in profit.

On the 24th of April:

➡️Someone just moved 50 Bitcoins they mined 15 years ago under $0.10. Now worth $4.75M.

➡️Panama City officially signs a deal with a local bank to process municipal payments in Bitcoin.

➡️Swiss citizens have stepped up calls for the Swiss National Bank to buy Bitcoin, saying the global economic turmoil triggered by U.S. President Donald Trump's tariffs made it more important for the central bank to diversify its reserves.

➡️Fidelity Digital Assets said public companies buying Bitcoin are dropping the supply on exchanges and this will accelerate further. Bitcoin exchange balances are at the lowest levels since late 2018.

➡️US ETFs purchased a whopping 10,740 BTC yesterday. That’s 24,534 BTC last 3 business days. When these guys buy, they buy heavy. Time is running out to “get some / get yours”

➡️Ruya just became the first Islamic bank worldwide to enable customers to buy Bitcoin.

➡️Metaplanet purchases an additional 145 $BTC, and total holdings reach 5,000 BTC.

➡️Publicly traded HK Asia Holdings Limited to raise HK$65,498,320 to buy more Bitcoin.

➡️ARK Invest updates their 2030 Bitcoin price prediction to $2.4 million.

On the 25th of April:

➡️Bitcoin Energy Value is at $130K. We are one year post Halving and Bitcoin is trading at a whopping 40% discount to its intrinsic value.

➡️Banks are now free to begin supporting Bitcoin. Your local neighborhood bank in America can now buy, sell, and hold Bitcoin. On April 24, the Federal Reserve withdrew its previous letters that had forced banks to get special regulatory permission first for any Bitcoin service, preventing the technology adoption.

https://i.ibb.co/rGmB6yw7/Gp-YUXl-VXw-AADpqs.jpg" class="embedded-image" loading="lazy">

➡️CitiBank, one of the largest US banks, will soon allow its customers to invest in "bitcoin and various cryptocurrencies" directly from their bank accounts, per WSJ.

➡️'Norway’s sovereign wealth fund didn’t want to invest in bitcoin, saying it’s “too risky.” Now they have reported a loss on “safe” tech investments. Irony level: $40 billion -Eli Nagar

➡️Semler Scientific acquires 111 more bitcoins for $10 million, bringing its total holdings to 3,303 BTC. The company has generated a 23.5% Bitcoin yield year-to-date.

➡️BlackRock bought $1.2 Billion of Bitcoin this week and now holds 2.77% of the entire BTC supply.

➡️Monthly DCA in BTC beats Monthly DCA in SPY at any time. Here is an overview of how much annual return would have generated a Monthly DCA, from January or July in the last 5 years, both in SPY and in Bitcoin.

➡️The Swiss National Bank rejects a proposal to hold Bitcoin, saying it "does not meet the high requirements" for national currency reserves. HFSP!

On the 26th of April:

➡️61,178 Bitcoin were withdrawn from exchanges this week!

On the 27th of April:

➡️The IMF confirmed Tuesday that El Salvador has upheld its commitment to stop bitcoin accumulation by its fiscal sector. "I can confirm that El Salvador continues to comply with its commitment to not hoard bitcoin by the fiscal sector in general, which is our performance criterion," - Rodrigo Valdés, director of the Western Hemisphere at the IMF

But yet, the El Salvadoran government publicly claims they are still stacking sats... Somebody is lying.

➡️Arizona's two Bitcoin Reserve Bills have their third reading and potential FINAL vote tomorrow. We may be looking at a State's first SBR across the line.

➡️'Cardone Capital is accumulating BTC from its real estate holdings to create a public Real Estate/BTC REIT. We are on our 4th Fund with current acquisitions adding 350 BTC.' - Grant Cardone

🎁If you have made it this far I would like to give you a little gift, well in this case two gifts:

Post of the month by Joe Consorti:

https://x.com/JoeConsorti/status/1915145534630969459

Fantastic analysis. Poetic macro analysis rooted in Bitcoin. Most won’t read the whole post. My advice, is please do it.

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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