Bitcoin Alpha: Weekly Review
A deep dive into the most important Bitcoin insights from discussions in the 13th week of 2025.
1. Pierre Rochard: Finance Is Getting Bitcoinized
In TFTC #601, Pierre explains that Bitcoin’s impact won’t come through flash but through function—by quietly replacing weak, yield-chasing collateral with uncompromising monetary energy.
As he puts it, Bitcoin’s monetary gravity is starting to pull in the traditional financial system. Expect it to become part of every serious treasury strategy, the same way corporations hold dollars or bonds.
h/t TFTC – The Bitcoinization of Finance with Pierre Rochard
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2. Carlos Toriello: Bitcoin Secures Democracy with Time
TFTC #600 featured Carlos’ OpenTimestamps project, which is anchoring local election results in Guatemala and Georgia (U.S.) to the Bitcoin blockchain.
Election results in places like Screven County, GA are now cryptographically secured—unalterable and independently verifiable by anyone, anywhere.
Bitcoin isn’t just a store of value—it’s a tool for institutional truth.
h/t TFTC – Immutable History Is Now Possible with Carlos Toriello
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3. John Dennehy: Bitcoin Education Goes Global
In Bitcoin Park’s Educator Unconference, John explains how “My First Bitcoin” is creating an international, open-source Bitcoin curriculum.
Already active in 39 countries and reaching over 40,000 students, the initiative teaches the fundamentals of Bitcoin without shilling altcoins, selling products, or even mentioning fiat. It’s Bitcoin-only financial literacy.
h/t Bitcoin Park – The Bitcoin Educator Unconference with John Dennehy
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4. Luke Gromen: The Dollar System Is Running on Fumes
In What Bitcoin Did, Luke warns that the global dollar-based system is entering its final act. Rising deficits, unsustainable debt, and eroding confidence in U.S. Treasuries are pushing capital toward “neutral assets.”
He calls Bitcoin the best option available—and says when the real panic hits, it’ll be BTC, not gold, that soaks up the flood.
h/t What Bitcoin Did – Bitcoin and the End of the Dollar System with Luke Gromen
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5. Eric Yakes: $1 Trillion of Institutional Capital Is Ready
Eric breaks down a landmark report in Coin Stories forecasting how institutions, asset managers, and sovereign entities are aligning to allocate over $1 trillion to Bitcoin.
With OCC and SEC clarifications, it’s no longer a legal gray area—it’s a green light. State-level treasury allocations are already beginning.
h/t Coin Stories – Eric Yakes: $1 Trillion Flowing into Bitcoin
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6. Bitcoin Alpha: Rewards, Points, and Broken Incentives
In TFTC’s Bitcoin Alpha 007, the discussion highlights how credit-driven point systems—from Amex to DoorDash—distort value and drive debt.
Bitcoin offers an alternative: honest rewards with actual savings. Tools like the Fold card give users a way to earn Bitcoin for spending they already do, aligning incentives with reality.
h/t TFTC – Building Bitcoin Treasuries, Rewards vs Points, and DC’s Bitcoin Evolution
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7. Nik Bhatia: QE Is Not Optional—It’s Inevitable
In What Bitcoin Did, Nik explains why the Fed will return to quantitative easing.
Why? Because the debt markets can’t absorb higher yields. In a world where bonds are liabilities, Bitcoin remains a neutral, bearer asset with no counterparty risk.
He calls BTC the “exit” in a monetary system with no brakes.
h/t What Bitcoin Did – QE, Liquidity, Bonds and Bitcoin with Nik Bhatia
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8. Rabbit Hole Recap: Bitcoin’s Momentum Is Cultural and Political
Episode #350 covers GameStop exploring BTC, a push to repeal the Bank Secrecy Act, and the legal fight for Samurai Wallet.
Civil asset forfeiture, KYC tyranny, and mining centralization are all being challenged—proving Bitcoin is just as much about human rights as it is about money.
h/t Rabbit Hole Recap – Bitcoin Is the Answer (#350)
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9. Pierre Rochard & Michael Goldstein: Bitcoin Is the Fiat Mind Antidote
In What Bitcoin Did, the duo revisit Bitcoin’s philosophical roots.
Pierre emphasizes building tools, not hype. Michael reminds us that Bitcoin is culture—it encourages responsibility, critical thinking, and truth-seeking.
The Bitcoin Revolution is happening—and it starts between the ears.
h/t What Bitcoin Did – The Bitcoin Revolution with Pierre Rochard & Michael Goldstein
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10. Institutional Bitcoin Demand Is Getting Loud
The Coin Stories – News Block episode unpacks SEC guidance on Bitcoin mining (greenlight), OCC dropping “reputation risk” banking restrictions, and why the U.S. is quietly preparing to hold as much BTC as possible.
From bullish price models to regulatory clarity, the dominos are falling.
h/t Coin Stories – News Block: Institutional Boost to BTC
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Bitcoin is no longer waiting for permission. It’s being adopted, implemented, and embedded—block by block.
Stay humble. Stack Sats. Pura Vida.
Date: April 2, 2025
Bitcoin Block Height: 890,492
Current Bitcoin Price: $84,595
Satoshis per U.S. Dollar: 1,182