https://blossom.primal.net/ff3ce31f760d62dfaf39f566856808edca658edeb84b4b3baae9a1d1e8653302.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 11.08.2025
🧠Quote(s) of the week:
Ray Dalio: The U.S. dollar used to be backed by gold — and it’s not far-fetched to think we may be headed there again in the future. History shows us that the same cycles repeat time and time again. One such cycle is related to currency devaluation. Once people start to lose trust in the fiat system, we see a specific cause-and-effect reaction occur.
Governments print a lot of money
They pay off the debt with the cheap money
Nobody wants to hold the devalued currency
Governments go back and link money to gold
Will this same pattern happen again? It’s hard to say, and it wouldn’t happen anytime soon. But it is conceivable.
ERGO: 'JUST BUY BITCOIN AND HOLD IT FOR TEN YEARS YOU DUMB FUCK.' - HodlMagoo
🧡Bitcoin news🧡
The 10 BTC Commandments.
https://cdn.azzamo.net/28c989836d21f8a345b0e7057c4a7f5049728cdf903436490e9e40a469534d1b.webp
On the 5th of August:
➡️’Indonesia's vice president's office considers adopting Bitcoin as a national reserve asset. Bitcoin game theory is playing out.’ - Bitcoin Archive
➡️Warren Buffett's BERKSHIRE now underperforms the S&P500 by 26% percentage points.
With a 5% Bitcoin allocation, he would outperform all Indices and ETFs. Everyone needs Rat Poison Squared.
➡️Daniel Batten: "Do we need a better example of why we should separate money from the State? The UK Government is thinking of trading its Bitcoin for Pound sterling. Like living in Venezuela and trading USD for the Bolívar. Imagine rushing to get in on an asset that had lost 99.15% of its value since 2017."
https://cdn.azzamo.net/a18db4d8984e7e128febe8ffa59154eb67c1123e30381ad70fb79d774a56c901.webp
➡️Data shows Bitcoiners are built differently.
INTJ: 2% of the population, 29% of Bitcoiners
INTP: 3% of the population, 22% of Bitcoiners
The rarest types dominate the Bitcoin world.
https://cdn.azzamo.net/d896c7e1221682775aececfa709633e1b9eaa42fc2aeefbaafaa49c54366d064.webp
Fascinating study, although I am an ENTJ.
My Myers-Briggs personality type is INTJ, which is the most common one for Bitcoiners (29%), but only 2.1% of the general population has it. I guess that explains why most people never bought Bitcoin.
➡️Coinbase plans to raise $2 billion through a convertible notes offering.
➡️River: The US is the biggest Bitcoin country in the world. But Bitcoin search volume has been rising globally.
https://cdn.azzamo.net/4839384723f932cbcf06ddb04f7a1712e42cb1fcb32f9ab9f565da95a74ff47a.webp
➡️New Record Global Bitcoin Network Hashrate 930,000,000,000,000,000,000x per second.
➡️'Brazil to hold first Bitcoin strategic reserve hearing on August 20th. Nation-states are starting to FOMO into Bitcoin.' - Bitcoin Archive
➡️The State of Michigan Retirement System tripled its holdings of the ARK Bitcoin ETF from 100K to 300K shares between Q1 and Q2.
➡️$18,000,000,000 worth of Bitcoin shorts to be liquidated at $125,000 NEVER SHORT BITCOIN
➡️Bitcoin's total unrealized profit reaches a new high of $1.4 trillion.
➡️Pierre Rochard: Bitcoin growth could only be slowed by 20% interest rates. Jerome Powell is not Paul Volcker. Rates are going lower, not higher. Position accordingly.https://cdn.azzamo.net/008bd95bf05cb973ae174a7087acc4a63c165f1af2a23324f5dcfece837fd794.webp
➡️Goldman Sachs expects three consecutive 25bps rate cuts starting in September. More liquidity is coming. Good for 'risk' assets like Bitcoin.
➡️'DOMINATES in risk-adjusted returns, and it’s a blowout. There. Is. No. Second. Best.' - CarlBMengerhttps://cdn.azzamo.net/1bc96fbf674f4c88ac674365328d4f7ddbb0f6e154ab439667f8243af03bc0fa.webp
➡️Italian MP says it's inevitable that they will have to discuss establishing a Strategic Bitcoin Reserve.
➡️'Despite increased regulatory clarity in Europe, interest in Bitcoin among the next generation of bankers is fading fast. Only 12% of Morgan Stanley EU interns this summer own Bitcoin, a sharp drop from 63% in 2022.' - Bitcoin News
➡️US Treasury's FinCEN issues an urgent alert on fraud schemes exploiting Bitcoin kiosks, with victim losses rising 31% to nearly $247M in 2024. Bitcoin ATMs surged 99% last year, with over 10,956 incidents reported to the FBI's Internet Crime Complaint Center
➡️Capital B confirms the acquisition of 62 BTC for ~€6.2 million, the holding of a total of 2,075 BTC, and a BTC Yield of 1,446.3% YTD
➡️'The Bitcoin circulating supply has just passed 19.9 million BTC. With 95% of the supply already mined, there will only ever be 1.1 million more BTC issued. Simple sentences, but few understand the importance behind the words.' - On-Chain College
➡️Daniel Batten:
8th independent report finds significant environmental benefits in Bitcoin mining details in linked tweet "Bitcoin mining can be a practical way of cutting carbon and costs while keeping communities warm.
Key finding: "Electrifying heat in regions with low-carbon electricity... reduces [s] emissions from district heating. The heat from bitcoin mining could significantly advance this electrification, transforming digital energy into a source of high-temperature, low-carbon heat."
The report highlights MARA, who use Bitcoin mining to supply heat to 80,000 residents in Finland (1.6% of the population). Each MW of bitcoin mining means 455 fewer metric tons of CO2 emissions/year than the average district heating facility in Finland."
The report comes three months after Cambridge also released a study showing similar decarbonizing potential through Bitcoin mining recycled heat https://jbs.cam.ac.uk/2025/cambridge-study-sustainable-energy-rising-in-bitcoin-mining/ Source: District Energy, Q3 Report 2025
This is just one of the ways that Bitcoin mining has been found to reduce emissions and promote climate action. Other uses include methane mitigation, obviating gas peaker plants, accelerating the clean energy transition, and stabilizing grids. https://batcoinz.com/why-climate-action-doesnt-just-benefit-from-bitcoin-mining-it-requires-it/
➡️Cyprus-based shipping company Robin Energy has completed a $3M Bitcoin allocation, with Anchorage Digital Bank as its custodian.
➡️Michigan's state pension buys another 200,000 shares of ARK’s Bitcoin ETF. $10m total holding.
On the 6th of August:
➡️I truly believe Bitcoin is, and will be, the base layer of the next generation monetary/finance system.
If you don't believe in Bitcoin yet, I recommend learning some computer and technology history.
https://cdn.azzamo.net/fefdf057305c4a72cc3d57fb7e9f0f80c540209c497b716bd32ceec8fe12b0ae.webp
Written in 1991
Just like Linux, Bitcoin is freedom tech! Grubles: "If you're skeptical about Bitcoin being the foundation of the world's new monetary and financial system, remember Linux was once a mere hobby project and is now the foundation of the Internet and modern computing as we know it."
➡️An SEC commissioner quoting A Cypherpunk’s Manifesto. Written in 1993 https://cdn.nakamotoinstitute.org/docs/cypherpunk-manifesto.txt
➡️On X, Pareto Optimist wrote a must-read essay on stablecoins.
"A simple guide to stablecoins The GENIUS Act and what it means for the future of the dollar."
Inside this issue:
An extremely stable GENIUS bill
There is no such thing as a dollar
If it quacks like a bank account …
America is a club promoter
Winners love it when a winner-takes-all
The stable future and what to do about it
➡️$3 Billion YouTube competitor Rumble announces it will integrate the Bitcoin Lightning Network for tips.
On the 7th of August:
➡️Institutions have bought 545,579 Bitcoin while miners have only mined 97,082 new Bitcoin in 2025. Demand is far exceeding supply.https://cdn.azzamo.net/f55e3748dbed60b51ca65d280593a58eac6dc3b11ee5de54bd919e1b713852c1.webp
➡️U.S President Trump signs an executive order allowing 401(k) retirement accounts to invest in Bitcoin.
➡️'Sheetz, the popular convenience store chain with 750+ locations, is now offering 50% off purchases paid with Bitcoin and crypto daily from 3 PM to 7 PM.' -Bitcoin News
On the 8th of August:
➡️New Record Global Bitcoin Mining Hashrate 935,000,000,000,000,000,000x per second
➡️Daniel Batten: EEP (Ethiopia Electric Power) revenue from Bitcoin mining for the last year is estimated to be $220 million.
The revenue allowed EEP to progress with building the Transmission network, with 28,571 km of new power lines constructed and over 8,700 substation bays installed. The new infrastructure delivers energy to parts of rural Ethiopia that previously had no electricity access. Along with @gridless micro-hydro/Bitcoin mining projects in Kenya, Malawi, and Zambia, this provides another tangible example of where Bitcoin mining is reducing energy poverty in Africa at scale. This is something much talked about, but which no other technology has managed to do at scale until now.'
Sources for renewable Bitcoin mining in Ethiopia: https://addisinsight.net/2025/08/07/ethiopian-electric-power-reports-record-75-4-billion-birr-revenue-as-gerd-powers-energy-boom/
Sources for renewable Bitcoin mining in Kenya, Malawi, Zambia: https://cnbc.com/2024/04/20/bitcoin-miner-gridless-backed-by-block-builds-site-at-kenya-volcano.html
https://unherd.com/2024/01/the-african-village-mining-bitcoin/
On the 10th of August:
➡️Harvard owns more Bitcoin than Google shares.
https://cdn.azzamo.net/b22d3d38b8e37500444caf5a6b57e683a0d656b9352af72a456bad60b26f9e73.webp
Remember: 2018: Harvard says Bitcoin is more likely to hit $100 than $100K. 2025: Harvard buys $116M Bitcoin at $116K. Everyone gets Bitcoin at the price they deserve.
➡️They want you to buy XRP while they sell it. Don't do shitcoins, ladies & gents.https://cdn.azzamo.net/691273842b39cc46cd85ebd3a9e69b3c1e0b69e1107bbc3f18a0627c3c5d17c6.webp
➡️Bitcoin treasury companies now hold 1.85 MILLION Bitcoin worth $219 BILLION.
On the 11th of August:
➡️Bitcoin MVRV-Z Topping Cloud - Next stop at $124k. The market is still a long, long way from being overheated.
➡️$30,000,000 worth of Bitcoin shorts liquidated in the past 60 minutes. Nice! Liquidate them all!
➡️Strategy has acquired 155 BTC for ~$18.0 million at ~$116,401 per bitcoin and has achieved BTC Yield of 25.0% YTD 2025. As of 8/10/2025, we hodl 628,946 Bitcoin acquired for ~$46.09 billion at ~$73,288 per Bitcoin.
🎁If you have made it this far, I would like to give you a little gift:
What Bitcoin Did: Is MSTR a Ponzi? | Lyn Alden & Andy Constan
Lyn Alden and Andy Constan go deep on Bitcoin treasury companies like Strategy, debating whether they’re outright Ponzi schemes or legitimate vehicles for leveraged Bitcoin exposure.
They dig into how these companies actually generate returns, why premiums to NAV exist, and the conditions that could cause the model to unravel. Lyn lays out her cautiously bullish case for well-run treasuries, while Andy argues the structure depends on new capital in ways that can’t last forever.
In this episode:
What makes a Bitcoin treasury company different from an ETF
Why premiums to NAV exist
How Strategy’s capital structure works
Whether treasury companies can generate income without selling Bitcoin
The Ponzi-adjacent” problem
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. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
Do you think this post is helpful to you?
If so, please share it and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐ Many thanks⭐
Felipe - Bitcoin Friday!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
