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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1. Samson Mow: The Nation-State Domino Is Already Falling
Samson Mow isn’t talking hypotheticals anymore—he’s seeing real conversations with governments, especially in Asia. He says nation-states are treating Bitcoin as a strategic reserve. El Salvador was first, but geopolitical FOMO is brewing. Legal tender moves are already being modeled behind closed doors.
(h/t The Bitcoin Podcast – Samson Mow)
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2. Quantum & AI in Mining: Science Fiction Becoming Strategy
At Bitcoin Park, panelists debated if future mining will be shaped by quantum breakthroughs and AI optimization. Craig Deutsch emphasized that decentralized, AI-augmented mining could be used for dynamic load balancing, while others speculated that post-quantum cryptography will be essential for mining security in the next 20 years.
(h/t Bitcoin Park – NEMS25: Reality or Science Fiction)
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3. Parker Lewis: Bitcoin Will Absorb All Money-Like Assets
In a detailed macro breakdown, Parker Lewis explained how Bitcoin competes with savings accounts, bonds, real estate, and gold—not just fiat. He argued that Bitcoin’s path is clear: monetization through global convergence. Even the volatility is part of the process, not a bug.
(h/t What Bitcoin Did – Parker Lewis)
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4. Avik Roy: U.S. Debt Math Is Broken—Bitcoin Is the Lifeboat
Roy walked through how entitlement spending, rising interest costs, and shrinking tax bases are creating a sovereign debt doom loop. In his view, Bitcoin offers not only individual protection but a framework for national economic stability. He emphasized bipartisan appeal for Bitcoin’s principles of sound money.
(h/t What Bitcoin Did – Avik Roy)
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5. Mel Mattison: The Trump Doctrine Could Include Bitcoin
Mel argued that economic and political elites are quietly preparing for a post-dollar world. He believes a second Trump administration would be open to integrating Bitcoin into a new Bretton Woods-style monetary reset. Mattison also warned that ignoring Bitcoin now could leave the U.S. behind.
(h/t TFTC – Trump’s Economic Reset Strategy with Mel Mattison)
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6. Matt Hougan: ETF Year Two Will Be a Tidal Wave
Hougan is stunned by how little attention the financial press is paying to ETF inflows. He says most advisory platforms still haven’t approved Bitcoin allocations—yet the Bitwise ETF is already gaining traction. Year two and three, he says, are where generational capital shifts happen.
(h/t Coin Stories – Matt Hougan)
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7. Bitcoin Veterans: From Combat to Consensus
U.S. military veterans shared personal stories of how Bitcoin gave their service new meaning. One veteran said, “I fought for freedom abroad. Now I fight for financial freedom at home.” They’re building nodes, mining, and onboarding fellow vets—not for profit, but for principle.
(h/t Bitcoin Park – Open House 24: The Bitcoin Veterans)
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8. Jesse Michels: Bitcoin and the Cosmic Red Pill
Jesse Michels compared the disbelief in Bitcoin’s potential to the skepticism around UAPs. Both challenge mainstream narratives. He pointed out that embracing Bitcoin means confronting the illusion of control in our current systems—financial, governmental, even existential.
(h/t TFTC – Jesse Michels on UAPs and Bitcoin)
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9. Craig Raw & Steve Lee: Bitcoin in the Real World
From Nairobi to San José, Bitcoin is being used as spendable money. Steve Lee highlighted how community Bitcoin centers are empowering local populations. Craig Raw explained how tools like Sparrow Wallet enable secure, sovereign use—especially where trust in institutions is low.
(h/t Citadel Dispatch – Craig Raw & Steve Lee)
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Stay humble. Stack Sats. Pura Vida.
March 28, 2025
Bitcoin Block Height: 889,886
Current Bitcoin Price: $84,000
Satoshis per U.S. Dollar: 1,190
